+91-22-48913909म्युच्युअल फंडात एकरकमी गुंतवणुकीचे फायदे
एकरकमी गुंतवणूक संदर्भितगुंतवणूक म्युच्युअल फंड योजनेत लक्षणीय रक्कम. एकरकमी गुंतवणुकीत, पैसे एकवेळ डाउन पेमेंट म्हणून जमा केले जातात. ज्या व्यक्तीकडे मोठी रक्कम आहे ते म्युच्युअल फंडात लक्षणीय रक्कम जमा करू शकतात. गुंतवणुकीची एकरकमी पद्धत सिस्टिमॅटिकच्या विरुद्ध आहेगुंतवणूक योजना किंवाSIP मोड एखादी व्यक्ती एकरकमी रक्कम एकतर स्थिर गुंतवू शकतेउत्पन्न किंवाइक्विटी फंड त्यांची जोखीम-भूक, गुंतवणूक कालावधी आणि गुंतवणुकीचे उद्दिष्ट यावर अवलंबून. जरी बहुतेक लोक पसंत करतातम्युच्युअल फंडात गुंतवणूक SIP द्वारे अद्याप, एकरकमी गुंतवणुकीचे काही फायदे आहेत. तर, एकरकमी गुंतवणुकीचे फायदे समजून घेऊयाम्युच्युअल फंड.
एकरकमी गुंतवणूकीचे फायदे
म्युच्युअल फंडामध्ये एकरकमी गुंतवणुकीचे काही फायदे खालीलप्रमाणे आहेत:
मोठ्या रकमेची गुंतवणूक
एकरकमी मोडच्या पर्यायाने, व्यक्ती म्युच्युअल फंडामध्ये मोठ्या प्रमाणात गुंतवणूक करू शकतात. परिणामी, जेव्हाबाजार वाढीचा कालावधी दर्शविते, नंतर गुंतवणूक मूल्य देखील च्या मूल्याच्या तुलनेत मोठ्या प्रमाणात वाढतेएसआयपी गुंतवणूक.
दीर्घकालीन कार्यकाळासाठी आदर्श
एकरकमी गुंतवणूक अशा व्यक्तींसाठी योग्य आहे जे दीर्घकालीन गुंतवणूक करण्यास प्राधान्य देतात. एकरकमी गुंतवणुकीच्या बाबतीत दीर्घकालीन गुंतवणूक 10 वर्षे किंवा त्याहून अधिक कालावधीच्या अंदाजे गुंतवणूक कालावधीसाठी विचारात घेतली जाऊ शकते. तथापि, एकरकमी गुंतवणुकीसाठीकर्ज निधी, व्यक्ती मध्यम-मुदतीच्या कालावधीसाठी गुंतवणूक करणे देखील निवडू शकतात.
सोय
एकरकमी मोड सामान्यतः व्यक्तींसाठी सोयीस्कर आहे कारण ज्यांच्याकडे मोठी रक्कम आहे ते लोक त्यांची गुंतवणूक पसरवू शकतात. तथापि, जर गुंतवणूक SIP मोडद्वारे केली गेली असेल तर त्यांना काळजी घ्यावी लागेल की रक्कम नियमित अंतराने गुंतवली जाईल.
वेळेसाठी गुंतवणूक करा
जेव्हाही गुंतवणूकदार दीर्घकालीन गुंतवणुकीची निवड करतात तेव्हा त्यांनी नेहमी बाजाराची वेळ पहावी. बाजार आधीच मंदीत असताना आणि वाढीची क्षमता दाखवत असताना व्यक्तींनी गुंतवणूक करणे निवडले पाहिजे. या परिस्थितीत, व्यक्ती एसआयपी मोडच्या तुलनेत एकरकमी मोडद्वारे जास्त परतावा मिळवू शकतात. तथापि, जर बाजार आधीच शिखरावर पोहोचले असताना एकरकमी गुंतवणूक केली गेली, तर अशा परिस्थितीत, व्यक्तींचे नुकसान होऊ शकते.
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2022 साठी सर्वोत्तम कामगिरी करणारा एकरकमी निधी
एकरकमी गुंतवणूक दीर्घकालीन कालावधीसाठी केली जात असल्याने, परिणामी, आम्ही विशेषत: इक्विटी श्रेणीमध्ये गुंतवणूक करणे निवडू शकतो.लार्ज कॅप फंड. तर, आपण काही सर्वोत्तम कामगिरी करणार्‍या लार्ज-कॅप म्युच्युअल फंड योजना पाहू या ज्या एकरकमी पद्धतीने दीर्घकालीन गुंतवणुकीसाठी निवडल्या जाऊ शकतात.
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05 ₹655 5,000 9.2 12.5 15.4 21.9 12.6 Nippon India Large Cap Fund Growth ₹94.1134
↓ -0.50 ₹45,012 5,000 4.3 9.4 8.1 20 25.4 18.2 JM Core 11 Fund Growth ₹20.7309
↓ -0.05 ₹283 5,000 6.4 11.5 1.4 19.6 20.8 24.3 ICICI Prudential Bluechip Fund Growth ₹114.22
↓ -0.64 ₹71,840 5,000 3.6 7.2 7.4 18.4 22.2 16.9 DSP TOP 100 Equity Growth ₹483.729
↓ -3.79 ₹6,398 1,000 2.5 4.5 5.4 17.9 18.7 20.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jul 23 Research Highlights & Commentary of 5 Funds showcased
Commentary IDBI India Top 100 Equity Fund Nippon India Large Cap Fund JM Core 11 Fund ICICI Prudential Bluechip Fund DSP TOP 100 Equity Point 1 Bottom quartile AUM (₹655 Cr). Upper mid AUM (₹45,012 Cr). Bottom quartile AUM (₹283 Cr). Highest AUM (₹71,840 Cr). Lower mid AUM (₹6,398 Cr). Point 2 Established history (13+ yrs). Established history (18+ yrs). Established history (17+ yrs). Established history (17+ yrs). Oldest track record among peers (22 yrs). Point 3 Rating: 3★ (bottom quartile). Top rated. Rating: 4★ (upper mid). Rating: 4★ (lower mid). Rating: 2★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 12.61% (bottom quartile). 5Y return: 25.45% (top quartile). 5Y return: 20.83% (lower mid). 5Y return: 22.21% (upper mid). 5Y return: 18.67% (bottom quartile). Point 6 3Y return: 21.88% (top quartile). 3Y return: 20.02% (upper mid). 3Y return: 19.57% (lower mid). 3Y return: 18.43% (bottom quartile). 3Y return: 17.87% (bottom quartile). Point 7 1Y return: 15.39% (top quartile). 1Y return: 8.08% (upper mid). 1Y return: 1.39% (bottom quartile). 1Y return: 7.37% (lower mid). 1Y return: 5.44% (bottom quartile). Point 8 Alpha: 2.11 (upper mid). Alpha: 2.49 (top quartile). Alpha: -5.21 (bottom quartile). Alpha: 1.67 (lower mid). Alpha: -0.52 (bottom quartile). Point 9 Sharpe: 1.09 (top quartile). Sharpe: -0.40 (upper mid). Sharpe: -0.92 (bottom quartile). Sharpe: -0.51 (lower mid). Sharpe: -0.64 (bottom quartile). Point 10 Information ratio: 0.14 (bottom quartile). Information ratio: 1.96 (top quartile). Information ratio: 0.54 (bottom quartile). Information ratio: 1.64 (upper mid). Information ratio: 0.83 (lower mid). IDBI India Top 100 Equity Fund
Nippon India Large Cap Fund
JM Core 11 Fund
ICICI Prudential Bluechip Fund
DSP TOP 100 Equity
एकरकमी वरील एयूएम/निव्वळ मालमत्ता असलेले निधी100 कोटी. वर क्रमवारी लावलीमागील 3 वर्षाचा परतावा.
The Investment objective of the Scheme is to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related Instruments of Large Cap companies. However
there can be no assurance that the investment objective under the Scheme will be realized. Below is the key information for IDBI India Top 100 Equity Fund Returns up to 1 year are on (Erstwhile Reliance Top 200 Fund) The primary investment objective of the scheme is to seek to generate long term capital appreciation by investing in equity and equity related instruments of companies whose market capitalization is within the range of highest & lowest market capitalization of S&P BSE 200 Index. The secondary objective is to generate consistent returns by investing in debt and money market securities. Research Highlights for Nippon India Large Cap Fund Below is the key information for Nippon India Large Cap Fund Returns up to 1 year are on The investment objective of the Scheme is to provide long-term growth by investing predominantly in a concentrated portfolio of equity / equity related instruments of companies. Research Highlights for JM Core 11 Fund Below is the key information for JM Core 11 Fund Returns up to 1 year are on (Erstwhile ICICI Prudential Focused Bluechip Equity Fund) To generate long-term capital appreciation and income distribution to unit holders from a portfolio that is invested in equity and equity related securities of about 20 companies belonging to the large cap domain and the balance in debt securities and money market instruments. The Fund Manager will always select stocks for investment from among Top 200 stocks in terms of market capitalization on the National Stock Exchange of India Ltd. If the total assets under management under this scheme goes above Rs. 1,000 crores the Fund
Manager reserves the right to increase the number of companies to more than 20. Research Highlights for ICICI Prudential Bluechip Fund Below is the key information for ICICI Prudential Bluechip Fund Returns up to 1 year are on The Fund is seeking to generate capital appreciation, from a portfolio that is substantially constituted of equity and equity related securities of the 100 largest corporates, by market capitalisation, listed in India. Research Highlights for DSP TOP 100 Equity Below is the key information for DSP TOP 100 Equity Returns up to 1 year are on 1. IDBI India Top 100 Equity Fund
IDBI India Top 100 Equity Fund
Growth Launch Date 15 May 12 NAV (28 Jul 23) ₹44.16 ↑ 0.05 (0.11 %) Net Assets (Cr) ₹655 on 30 Jun 23 Category Equity - Large Cap AMC IDBI Asset Management Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.47 Sharpe Ratio 1.09 Information Ratio 0.14 Alpha Ratio 2.11 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 Sep 20 ₹10,000 30 Sep 21 ₹16,052 30 Sep 22 ₹15,728 Returns for IDBI India Top 100 Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23 Duration Returns 1 Month 3% 3 Month 9.2% 6 Month 12.5% 1 Year 15.4% 3 Year 21.9% 5 Year 12.6% 10 Year 15 Year Since launch 14.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for IDBI India Top 100 Equity Fund
Name Since Tenure Data below for IDBI India Top 100 Equity Fund as on 30 Jun 23
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. Nippon India Large Cap Fund
Nippon India Large Cap Fund
Growth Launch Date 8 Aug 07 NAV (30 Oct 25) ₹94.1134 ↓ -0.50 (-0.53 %) Net Assets (Cr) ₹45,012 on 31 Aug 25 Category Equity - Large Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.58 Sharpe Ratio -0.41 Information Ratio 1.96 Alpha Ratio 2.49 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 Sep 20 ₹10,000 30 Sep 21 ₹16,969 30 Sep 22 ₹17,776 30 Sep 23 ₹22,238 30 Sep 24 ₹30,943 30 Sep 25 ₹30,631 Returns for Nippon India Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23 Duration Returns 1 Month 3.8% 3 Month 4.3% 6 Month 9.4% 1 Year 8.1% 3 Year 20% 5 Year 25.4% 10 Year 15 Year Since launch 13.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 18.2% 2023 32.1% 2022 11.3% 2021 32.4% 2020 4.9% 2019 7.3% 2018 -0.2% 2017 38.4% 2016 2.2% 2015 1.1% Fund Manager information for Nippon India Large Cap Fund
Name Since Tenure Sailesh Raj Bhan 8 Aug 07 18.16 Yr. Kinjal Desai 25 May 18 7.36 Yr. Bhavik Dave 19 Aug 24 1.12 Yr. Data below for Nippon India Large Cap Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 31.97% Consumer Cyclical 15.91% Industrials 10.31% Consumer Defensive 10.3% Technology 7.32% Basic Materials 6.09% Energy 6.03% Utility 5.96% Health Care 4.98% Communication Services 0.22% Asset Allocation
Asset Class Value Cash 0.91% Equity 99.09% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK8% ₹3,717 Cr 39,080,734 Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE6% ₹2,801 Cr 20,537,539 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK5% ₹2,224 Cr 16,500,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | 5322154% ₹2,036 Cr 17,989,098 State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN4% ₹2,029 Cr 23,254,164
↑ 500,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT3% ₹1,610 Cr 4,400,529 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Dec 21 | 5000343% ₹1,463 Cr 14,648,655
↓ -908,455 Infosys Ltd (Technology)
Equity, Since 30 Sep 07 | INFY3% ₹1,442 Cr 10,000,494
↑ 2,000,000 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 16 | ITC3% ₹1,419 Cr 35,329,812 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Jun 12 | 5222753% ₹1,347 Cr 4,550,000
↓ -100,000 3. JM Core 11 Fund
JM Core 11 Fund
Growth Launch Date 5 Mar 08 NAV (30 Oct 25) ₹20.7309 ↓ -0.05 (-0.23 %) Net Assets (Cr) ₹283 on 31 Aug 25 Category Equity - Large Cap AMC JM Financial Asset Management Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.38 Sharpe Ratio -0.92 Information Ratio 0.54 Alpha Ratio -5.21 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-60 Days (1%),60 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 20 ₹10,000 30 Sep 21 ₹15,244 30 Sep 22 ₹15,015 30 Sep 23 ₹19,165 30 Sep 24 ₹27,551 30 Sep 25 ₹25,596 Returns for JM Core 11 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23 Duration Returns 1 Month 5% 3 Month 6.4% 6 Month 11.5% 1 Year 1.4% 3 Year 19.6% 5 Year 20.8% 10 Year 15 Year Since launch 4.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 24.3% 2023 32.9% 2022 7.1% 2021 16.3% 2020 6.3% 2019 10.6% 2018 -5% 2017 43.1% 2016 11.1% 2015 -2.4% Fund Manager information for JM Core 11 Fund
Name Since Tenure Satish Ramanathan 1 Oct 24 1 Yr. Asit Bhandarkar 25 Feb 09 16.61 Yr. Ruchi Fozdar 4 Oct 24 0.99 Yr. Deepak Gupta 11 Apr 25 0.47 Yr. Data below for JM Core 11 Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Consumer Cyclical 27.5% Financial Services 25.44% Technology 15.75% Industrials 12.85% Health Care 5.82% Basic Materials 4.11% Communication Services 3.92% Real Estate 2.5% Asset Allocation
Asset Class Value Cash 2.11% Equity 97.89% Top Securities Holdings / Portfolio
Name Holding Value Quantity Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Mar 23 | AMBER5% ₹15 Cr 19,048 One97 Communications Ltd (Technology)
Equity, Since 31 May 25 | 5433965% ₹15 Cr 130,000
↓ -10,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | MARUTI5% ₹14 Cr 9,000
↑ 1,500 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 11 | LT5% ₹14 Cr 38,507 Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 28 Feb 25 | EICHERMOT5% ₹14 Cr 20,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | HDFCBANK4% ₹13 Cr 134,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5000344% ₹13 Cr 127,000 Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 25 | UJJIVANSFB4% ₹12 Cr 2,626,723
↑ 200,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 24 | BHARTIARTL4% ₹11 Cr 61,000
↓ -9,000 Waaree Energies Ltd (Technology)
Equity, Since 31 May 25 | 5442774% ₹11 Cr 34,000 4. ICICI Prudential Bluechip Fund
ICICI Prudential Bluechip Fund
Growth Launch Date 23 May 08 NAV (30 Oct 25) ₹114.22 ↓ -0.64 (-0.56 %) Net Assets (Cr) ₹71,840 on 31 Aug 25 Category Equity - Large Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.46 Sharpe Ratio -0.51 Information Ratio 1.64 Alpha Ratio 1.67 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 Sep 20 ₹10,000 30 Sep 21 ₹15,883 30 Sep 22 ₹16,037 30 Sep 23 ₹19,415 30 Sep 24 ₹27,490 30 Sep 25 ₹26,880 Returns for ICICI Prudential Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23 Duration Returns 1 Month 4.1% 3 Month 3.6% 6 Month 7.2% 1 Year 7.4% 3 Year 18.4% 5 Year 22.2% 10 Year 15 Year Since launch 15% Historical performance (Yearly) on absolute basis
Year Returns 2024 16.9% 2023 27.4% 2022 6.9% 2021 29.2% 2020 13.5% 2019 9.8% 2018 -0.8% 2017 32.7% 2016 7.7% 2015 -0.2% Fund Manager information for ICICI Prudential Bluechip Fund
Name Since Tenure Anish Tawakley 5 Sep 18 7.08 Yr. Vaibhav Dusad 18 Jan 21 4.7 Yr. Sharmila D’mello 31 Jul 22 3.17 Yr. Data below for ICICI Prudential Bluechip Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 27.87% Consumer Cyclical 11.21% Industrials 10.52% Energy 9.29% Basic Materials 7.06% Technology 5.64% Communication Services 4.89% Health Care 4.82% Consumer Defensive 4.09% Utility 3.88% Real Estate 1.06% Asset Allocation
Asset Class Value Cash 9.52% Equity 90.34% Debt 0.14% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK10% ₹7,189 Cr 75,594,168
↑ 2,902,306 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 08 | ICICIBANK8% ₹5,899 Cr 43,764,687 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 08 | RELIANCE6% ₹4,727 Cr 34,655,981 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 12 | LT6% ₹4,648 Cr 12,702,825
↑ 198,799 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 09 | BHARTIARTL4% ₹3,200 Cr 17,038,413 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 16 | MARUTI4% ₹3,189 Cr 1,989,312
↓ -194,277 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 5322154% ₹2,918 Cr 25,789,059
↑ 342,030 UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 17 | 5325384% ₹2,610 Cr 2,135,713 Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY4% ₹2,603 Cr 18,055,818
↑ 1,037,875 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Jul 15 | SUNPHARMA3% ₹1,877 Cr 11,771,629
↑ 201,062 5. DSP TOP 100 Equity
DSP TOP 100 Equity
Growth Launch Date 10 Mar 03 NAV (30 Oct 25) ₹483.729 ↓ -3.79 (-0.78 %) Net Assets (Cr) ₹6,398 on 31 Aug 25 Category Equity - Large Cap AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 1.94 Sharpe Ratio -0.64 Information Ratio 0.83 Alpha Ratio -0.52 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 30 Sep 20 ₹10,000 30 Sep 21 ₹15,064 30 Sep 22 ₹14,326 30 Sep 23 ₹16,953 30 Sep 24 ₹24,123 30 Sep 25 ₹23,483 Returns for DSP TOP 100 Equity
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23 Duration Returns 1 Month 3.6% 3 Month 2.5% 6 Month 4.5% 1 Year 5.4% 3 Year 17.9% 5 Year 18.7% 10 Year 15 Year Since launch 18.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 20.5% 2023 26.6% 2022 1.4% 2021 19.5% 2020 7.5% 2019 14.8% 2018 -2.7% 2017 26.5% 2016 4.9% 2015 -2.3% Fund Manager information for DSP TOP 100 Equity
Name Since Tenure Abhishek Singh 1 Jun 22 3.34 Yr. Data below for DSP TOP 100 Equity as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 42.05% Consumer Cyclical 10.55% Health Care 9.77% Technology 7.44% Utility 7.15% Consumer Defensive 5.9% Energy 4.36% Communication Services 1.52% Basic Materials 1.04% Industrials 0.82% Asset Allocation
Asset Class Value Cash 9.4% Equity 90.6% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK9% ₹573 Cr 6,025,402 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | ICICIBANK7% ₹475 Cr 3,526,293 ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 21 | ITC6% ₹391 Cr 9,725,244
↑ 1,601,019 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | M&M6% ₹378 Cr 1,104,455 Infosys Ltd (Technology)
Equity, Since 30 Sep 19 | INFY5% ₹363 Cr 2,515,703
↑ 441,946 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | 5322155% ₹336 Cr 2,965,983 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 24 | KOTAKBANK5% ₹335 Cr 1,679,850
↑ 54,052 NTPC Ltd (Utilities)
Equity, Since 30 Nov 23 | 5325555% ₹326 Cr 9,580,004 Cipla Ltd (Healthcare)
Equity, Since 30 Jun 20 | 5000875% ₹305 Cr 2,031,443 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | SBILIFE4% ₹272 Cr 1,520,172
एकरकमी कॅल्क्युलेटर
एकरकमी कॅल्क्युलेटर हे एक साधन आहे जे व्यक्तींना त्यांचे मूल्य किती असेल हे समजण्यास मदत करतेम्युच्युअल फंडात एकरकमी गुंतवणूक गुंतवणूक कालावधीच्या शेवटी. कॅल्क्युलेटरमध्ये जो इनपुट डेटा देणे आवश्यक आहे त्यात एकरकमी गुंतवणुकीचा कालावधी, एकरकमी गुंतवणुकीची रक्कम, इक्विटी मार्केटमध्ये अपेक्षित दीर्घकालीन वाढीचा दर, अपेक्षित दीर्घकालीनमहागाई दर. तर, एकरकमी कॅल्क्युलेटर कसे वापरायचे याची संकल्पना समजून घेऊ.
एकरकमी गुंतवणूक: 35 रुपये,000
गुंतवणुकीचा कालावधी: 20 वर्षे
दीर्घकालीन वाढीचा दर (अंदाजे): १५%
दीर्घकालीन महागाई दर (अंदाजे): ४%
एकरकमी कॅल्क्युलेटरनुसार अपेक्षित परतावा: INR 2,82,181
गुंतवणुकीवर निव्वळ नफा: INR 2,47,181
अशा प्रकारे, वरील गणना दर्शवते की तुमच्या गुंतवणुकीवरील गुंतवणुकीवर निव्वळ नफा INR 2,47,181 आहे तर तुमच्या गुंतवणुकीचे एकूण मूल्य INR 2,82,181 आहे..
अशाप्रकारे, वरील पॉइंटर्सवरून असे म्हणता येईल की गुंतवणुकीच्या एकरकमी पद्धतीचेही फायदे आहेत. तथापि, गुंतवणुकीची एकरकमी पद्धत निवडताना व्यक्तींनी सावधगिरी बाळगली पाहिजे. त्यांनी अशी पद्धत त्यांच्यासाठी योग्य आहे की नाही हे तपासावे. जर व्यक्तींना एकरकमी मोड फारसा सोयीस्कर नसेल, तर ते STP किंवा निवडू शकतातपद्धतशीर हस्तांतरण योजना ज्यामध्ये ते प्रथम एकरकमी रक्कम गुंतवतातलिक्विड फंड आणि नंतर नियमित अंतराने इक्विटी फंडात पद्धतशीरपणे हस्तांतरित करा.
येथे प्रदान केलेली माहिती अचूक असल्याची खात्री करण्यासाठी सर्व प्रयत्न केले गेले आहेत. तथापि, डेटाच्या अचूकतेबद्दल कोणतीही हमी दिली जात नाही. कृपया कोणतीही गुंतवणूक करण्यापूर्वी योजना माहिती दस्तऐवजासह सत्यापित करा.
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