+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 ₹81.5095
↓ 0.00 ₹51,404 5,000 -13.4 -10.1 -2.3 14.7 15 9.2 DSP TOP 100 Equity Growth ₹423.196
↓ -0.01 ₹7,270 1,000 -12.5 -9.4 -5.5 14.6 10.7 8.4 ICICI Prudential Bluechip Fund Growth ₹99.87 ₹77,452 5,000 -13.5 -9 -3 13.9 13.2 11.3 Bandhan Large Cap Fund Growth ₹69.437
↓ 0.00 ₹2,024 5,000 -13.6 -8.6 -2.3 13.3 10.9 8.2 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 DSP TOP 100 Equity ICICI Prudential Bluechip Fund Bandhan Large Cap Fund Point 1 Bottom quartile AUM (₹655 Cr). Upper mid AUM (₹51,404 Cr). Lower mid AUM (₹7,270 Cr). Highest AUM (₹77,452 Cr). Bottom quartile AUM (₹2,024 Cr). Point 2 Established history (13+ yrs). Established history (18+ yrs). Oldest track record among peers (23 yrs). Established history (17+ yrs). Established history (19+ yrs). Point 3 Rating: 3★ (lower mid). Top rated. Rating: 2★ (bottom quartile). Rating: 4★ (upper mid). Rating: 2★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 12.61% (lower mid). 5Y return: 15.00% (top quartile). 5Y return: 10.70% (bottom quartile). 5Y return: 13.24% (upper mid). 5Y return: 10.89% (bottom quartile). Point 6 3Y return: 21.88% (top quartile). 3Y return: 14.72% (upper mid). 3Y return: 14.56% (lower mid). 3Y return: 13.93% (bottom quartile). 3Y return: 13.26% (bottom quartile). Point 7 1Y return: 15.39% (top quartile). 1Y return: -2.34% (upper mid). 1Y return: -5.55% (bottom quartile). 1Y return: -2.96% (bottom quartile). 1Y return: -2.35% (lower mid). Point 8 Alpha: 2.11 (upper mid). Alpha: 2.67 (top quartile). Alpha: -1.67 (bottom quartile). Alpha: 0.83 (bottom quartile). Alpha: 1.64 (lower mid). Point 9 Sharpe: 1.09 (lower mid). Sharpe: 1.23 (top quartile). Sharpe: 0.75 (bottom quartile). Sharpe: 1.07 (bottom quartile). Sharpe: 1.11 (upper mid). Point 10 Information ratio: 0.14 (bottom quartile). Information ratio: 1.27 (top quartile). Information ratio: 0.58 (bottom quartile). Information ratio: 0.92 (upper mid). Information ratio: 0.67 (lower mid). IDBI India Top 100 Equity Fund
Nippon India Large Cap Fund
DSP TOP 100 Equity
ICICI Prudential Bluechip Fund
Bandhan Large Cap Fund
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 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 (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 (Erstwhile IDFC Equity Fund) The investment objective of the scheme is to seek to generate
capital growth from a portfolio of predominantly equity and equity
related instruments (including Equity Derivatives). The scheme
may also invest in debt & money market instruments to generate
reasonable income. However there is no assurance or guarantee that the objectives of the scheme will be realized. Research Highlights for Bandhan Large Cap Fund Below is the key information for Bandhan Large Cap Fund 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 31 Mar 21 ₹10,000 31 Mar 22 ₹12,382 31 Mar 23 ₹12,256 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 (31 Mar 26) ₹81.5095 ↓ 0.00 (0.00 %) Net Assets (Cr) ₹51,404 on 28 Feb 26 Category Equity - Large Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.58 Sharpe Ratio 1.23 Information Ratio 1.27 Alpha Ratio 2.67 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 31 Mar 21 ₹10,000 31 Mar 22 ₹12,507 31 Mar 23 ₹13,324 31 Mar 24 ₹19,295 31 Mar 25 ₹20,597 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 -11.5% 3 Month -13.4% 6 Month -10.1% 1 Year -2.3% 3 Year 14.7% 5 Year 15% 10 Year 15 Year Since launch 11.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 9.2% 2023 18.2% 2022 32.1% 2021 11.3% 2020 32.4% 2019 4.9% 2018 7.3% 2017 -0.2% 2016 38.4% 2015 2.2% Fund Manager information for Nippon India Large Cap Fund
Name Since Tenure Sailesh Raj Bhan 8 Aug 07 18.57 Yr. Kinjal Desai 25 May 18 7.77 Yr. Bhavik Dave 19 Aug 24 1.53 Yr. Lokesh Maru 5 Sep 25 0.48 Yr. Divya Sharma 5 Sep 25 0.48 Yr. Data below for Nippon India Large Cap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 34.95% Consumer Cyclical 14.54% Industrials 10.66% Consumer Defensive 9.64% Technology 7.34% Utility 5.7% Health Care 5.67% Energy 5.3% Basic Materials 5.01% Real Estate 0.31% Communication Services 0.19% Asset Allocation
Asset Class Value Cash 0.69% Equity 99.31% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK9% ₹4,535 Cr 51,080,734
↑ 1,500,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK7% ₹3,610 Cr 26,177,945
↑ 2,500,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE5% ₹2,723 Cr 19,537,539 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT4% ₹2,181 Cr 5,097,774
↑ 697,245 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | AXISBANK4% ₹2,161 Cr 15,615,542 State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN4% ₹2,053 Cr 17,082,107
↓ -2,000,000 Infosys Ltd (Technology)
Equity, Since 30 Sep 07 | INFY3% ₹1,512 Cr 11,626,097
↑ 2,035,291 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Jun 12 | GVT&D3% ₹1,452 Cr 3,770,487
↓ -412,136 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Dec 21 | BAJFINANCE3% ₹1,441 Cr 14,469,900
↓ -178,755 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 16 | ITC3% ₹1,343 Cr 42,829,812 3. DSP TOP 100 Equity
DSP TOP 100 Equity
Growth Launch Date 10 Mar 03 NAV (31 Mar 26) ₹423.196 ↓ -0.01 (0.00 %) Net Assets (Cr) ₹7,270 on 28 Feb 26 Category Equity - Large Cap AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 1.94 Sharpe Ratio 0.75 Information Ratio 0.58 Alpha Ratio -1.67 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 ₹11,031 31 Mar 23 ₹11,284 31 Mar 24 ₹15,419 31 Mar 25 ₹17,694 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 -10.9% 3 Month -12.5% 6 Month -9.4% 1 Year -5.5% 3 Year 14.6% 5 Year 10.7% 10 Year 15 Year Since launch 17.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 8.4% 2023 20.5% 2022 26.6% 2021 1.4% 2020 19.5% 2019 7.5% 2018 14.8% 2017 -2.7% 2016 26.5% 2015 4.9% Fund Manager information for DSP TOP 100 Equity
Name Since Tenure Abhishek Singh 1 Jun 22 3.75 Yr. Data below for DSP TOP 100 Equity as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 44.2% Consumer Cyclical 10.14% Health Care 8.29% Utility 7.7% Consumer Defensive 6.67% Technology 6.01% Energy 3.64% Communication Services 1.23% Basic Materials 0.92% Industrials 0.61% Asset Allocation
Asset Class Value Cash 11.58% Equity 88.42% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK9% ₹682 Cr 7,682,191
↑ 398,396 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | ICICIBANK8% ₹607 Cr 4,401,409 ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 21 | ITC7% ₹485 Cr 15,463,587
↑ 3,054,722 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | AXISBANK6% ₹403 Cr 2,913,765
↓ -343,700 NTPC Ltd (Utilities)
Equity, Since 30 Nov 23 | NTPC5% ₹383 Cr 10,021,653 Infosys Ltd (Technology)
Equity, Since 30 Sep 19 | INFY5% ₹374 Cr 2,872,960 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 24 | KOTAKBANK5% ₹372 Cr 8,969,329
↑ 1,376,944 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | M&M5% ₹340 Cr 1,000,725
↓ -201,267 Cipla Ltd (Healthcare)
Equity, Since 30 Jun 20 | CIPLA4% ₹284 Cr 2,102,906
↑ 109,214 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Dec 22 | MOTHERSON4% ₹256 Cr 19,164,171
↓ -3,940,694 4. ICICI Prudential Bluechip Fund
ICICI Prudential Bluechip Fund
Growth Launch Date 23 May 08 NAV (31 Mar 26) ₹99.87 Net Assets (Cr) ₹77,452 on 28 Feb 26 Category Equity - Large Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.46 Sharpe Ratio 1.07 Information Ratio 0.92 Alpha Ratio 0.83 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 ₹12,228 31 Mar 23 ₹12,592 31 Mar 24 ₹17,927 31 Mar 25 ₹19,191 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 -11% 3 Month -13.5% 6 Month -9% 1 Year -3% 3 Year 13.9% 5 Year 13.2% 10 Year 15 Year Since launch 13.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 11.3% 2023 16.9% 2022 27.4% 2021 6.9% 2020 29.2% 2019 13.5% 2018 9.8% 2017 -0.8% 2016 32.7% 2015 7.7% Fund Manager information for ICICI Prudential Bluechip Fund
Name Since Tenure Sankaran Naren 5 Feb 26 0.06 Yr. Vaibhav Dusad 18 Jan 21 5.12 Yr. Sharmila D'Silva 31 Jul 22 3.58 Yr. Data below for ICICI Prudential Bluechip Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 28.88% Consumer Cyclical 12.57% Industrials 11.68% Energy 8.11% Basic Materials 6.74% Technology 5.59% Utility 4.88% Communication Services 4.67% Health Care 4.38% Consumer Defensive 3.61% Real Estate 1.16% Asset Allocation
Asset Class Value Cash 4.69% Equity 95.31% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 08 | ICICIBANK9% ₹7,298 Cr 52,926,976
↑ 5,500,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK9% ₹7,091 Cr 79,879,508 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 12 | LT6% ₹4,908 Cr 11,472,877
↓ -1,101,146 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 08 | RELIANCE6% ₹4,631 Cr 33,220,500
↓ -2,235,481 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | AXISBANK5% ₹3,569 Cr 25,789,059 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 09 | BHARTIARTL4% ₹3,186 Cr 16,951,029 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 16 | MARUTI4% ₹3,010 Cr 2,025,668 Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY4% ₹2,718 Cr 20,905,674
↑ 4,656,963 UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 17 | ULTRACEMCO3% ₹2,643 Cr 2,085,267
↓ -22,695 Nifty 50 Index
- | -3% ₹2,367 Cr 934,180
↓ -306,345 5. Bandhan Large Cap Fund
Bandhan Large Cap Fund
Growth Launch Date 9 Jun 06 NAV (31 Mar 26) ₹69.437 ↓ 0.00 (-0.01 %) Net Assets (Cr) ₹2,024 on 28 Feb 26 Category Equity - Large Cap AMC IDFC Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.07 Sharpe Ratio 1.11 Information Ratio 0.67 Alpha Ratio 1.64 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹11,886 31 Mar 23 ₹11,540 31 Mar 24 ₹15,975 31 Mar 25 ₹17,171 Returns for Bandhan 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 -11% 3 Month -13.6% 6 Month -8.6% 1 Year -2.3% 3 Year 13.3% 5 Year 10.9% 10 Year 15 Year Since launch 10.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 8.2% 2023 18.7% 2022 26.8% 2021 -2.3% 2020 26.8% 2019 17.4% 2018 10.6% 2017 -4.2% 2016 34.2% 2015 5.3% Fund Manager information for Bandhan Large Cap Fund
Name Since Tenure Manish Gunwani 2 Dec 24 1.24 Yr. Prateek Poddar 2 Dec 24 1.24 Yr. Ritika Behera 7 Oct 23 2.4 Yr. Gaurav Satra 7 Jun 24 1.73 Yr. Data below for Bandhan Large Cap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 32.66% Consumer Cyclical 13.92% Basic Materials 9.37% Technology 8.98% Health Care 7.07% Industrials 6.75% Energy 6.39% Consumer Defensive 4.67% Utility 4.29% Communication Services 3.03% Real Estate 1.36% Asset Allocation
Asset Class Value Cash 1.51% Equity 98.49% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK9% ₹173 Cr 1,252,693
↑ 189,119 HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 07 | HDFCBANK8% ₹171 Cr 1,931,189 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 07 | RELIANCE6% ₹120 Cr 863,977 Infosys Ltd (Technology)
Equity, Since 31 Aug 11 | INFY5% ₹94 Cr 721,514
↑ 108,681 State Bank of India (Financial Services)
Equity, Since 31 Dec 24 | SBIN4% ₹84 Cr 696,863
↓ -17,114 NTPC Ltd (Utilities)
Equity, Since 31 Dec 24 | NTPC4% ₹80 Cr 2,085,598
↓ -54,710 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 19 | LT4% ₹72 Cr 167,356
↑ 5,245 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIARTL3% ₹61 Cr 325,940
↑ 10,171 Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 22 | AXISBANK3% ₹56 Cr 402,398
↓ -149,275 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 24 | M&M3% ₹54 Cr 159,168
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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Research Highlights for IDBI India Top 100 Equity Fund