कॅनरा रोबेकोSIP सर्वात कार्यक्षम मार्ग आहेम्युच्युअल फंडात गुंतवणूक करा. SIP किंवा पद्धतशीरगुंतवणूक योजना ए सारखे कार्य करतेआवर्ती ठेव, ज्यामध्ये तुम्हाला ठराविक अंतरासाठी मासिक थोडे पैसे गुंतवणे आवश्यक आहे.
एसआयपी ही सर्वात परवडणारी गुंतवणुकीची पद्धत असल्याने कोणीही सुरुवात करू शकतोगुंतवणूक फक्त INR 500. SIP सह, कोणीही त्यांची योजना देखील करू शकतोआर्थिक उद्दिष्टे जसेनिवृत्ती नियोजन, लग्न, घर/कार खरेदी, उच्च शिक्षण इ.
गुंतवणुकदार गुंतवणूक करण्याचा विचार करत आहेतइक्विटी फंड, गुंतवणूक करण्यासाठी आदर्श मार्गाने SIP. ते इक्विटीचे नुकसान संतुलित करतातबाजार आणि स्थिर परतावा देण्याची खात्री करा.
SIP चे काही फायदे आहेत:
त्यामुळे गुंतवणूकदार उत्सुक आहेतSIP मध्ये गुंतवणूक करा सर्वोत्तम Canara Robeco SIP निवडू शकताम्युच्युअल फंड खालील प्रमाणे. हे फंड एयूएम सारखे काही मापदंड हाती घेऊन शॉर्टलिस्ट केले गेले आहेत,नाही, मागील कामगिरी, समवयस्क सरासरी परतावा इ.
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Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Canara Robeco Infrastructure Growth ₹169.74
↑ 1.41 ₹998 1,000 -0.8 6.3 6.3 20.8 19.7 0.1 Canara Robeco Emerging Equities Growth ₹262.61
↑ 4.10 ₹25,251 1,000 7.8 6.2 3.5 14.1 11.4 -0.4 Canara Robeco Equity Tax Saver Growth ₹183.08
↑ 2.91 ₹8,637 500 5.9 3 5.9 12.8 10.9 5.3 Canara Robeco Equity Diversified Growth ₹350.54
↑ 5.42 ₹13,328 1,000 6.3 2 3.9 12.7 10.5 7 Canara Robeco Consumer Trends Fund Growth ₹110.34
↑ 1.77 ₹1,932 1,000 7.3 4.2 1.3 12.2 12.2 3.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Aug 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Canara Robeco Infrastructure Canara Robeco Emerging Equities Canara Robeco Equity Tax Saver Canara Robeco Equity Diversified Canara Robeco Consumer Trends Fund Point 1 Bottom quartile AUM (₹998 Cr). Highest AUM (₹25,251 Cr). Lower mid AUM (₹8,637 Cr). Upper mid AUM (₹13,328 Cr). Bottom quartile AUM (₹1,932 Cr). Point 2 Established history (20+ yrs). Established history (21+ yrs). Established history (17+ yrs). Oldest track record among peers (22 yrs). Established history (16+ yrs). Point 3 Not Rated. Top rated. Rating: 1★ (bottom quartile). Rating: 2★ (lower mid). Rating: 3★ (upper mid). Point 4 Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Point 5 5Y return: 19.72% (top quartile). 5Y return: 11.40% (lower mid). 5Y return: 10.89% (bottom quartile). 5Y return: 10.54% (bottom quartile). 5Y return: 12.16% (upper mid). Point 6 3Y return: 20.82% (top quartile). 3Y return: 14.06% (upper mid). 3Y return: 12.84% (lower mid). 3Y return: 12.71% (bottom quartile). 3Y return: 12.25% (bottom quartile). Point 7 1Y return: 6.34% (top quartile). 1Y return: 3.53% (bottom quartile). 1Y return: 5.94% (upper mid). 1Y return: 3.88% (lower mid). 1Y return: 1.26% (bottom quartile). Point 8 Alpha: 0.00 (upper mid). Alpha: -5.36 (bottom quartile). Alpha: 0.25 (top quartile). Alpha: -1.30 (lower mid). Alpha: -3.88 (bottom quartile). Point 9 Sharpe: 0.02 (top quartile). Sharpe: -0.51 (bottom quartile). Sharpe: -0.33 (upper mid). Sharpe: -0.42 (lower mid). Sharpe: -0.53 (bottom quartile). Point 10 Information ratio: 0.00 (top quartile). Information ratio: -0.56 (bottom quartile). Information ratio: -0.29 (upper mid). Information ratio: -0.41 (lower mid). Information ratio: -0.43 (bottom quartile). Canara Robeco Infrastructure
Canara Robeco Emerging Equities
Canara Robeco Equity Tax Saver
Canara Robeco Equity Diversified
Canara Robeco Consumer Trends Fund
T o g e n e r a t e income/capital appreciation by investing in equities and equity related instruments of companies in the infrastructure sector. However, there can be no assurance that the investment objective of the scheme will be realized. Below is the key information for Canara Robeco Infrastructure Returns up to 1 year are on To generate capital appreciation by primarily investing in diversified
mid cap stocks. However, there can be no assurance that the investment objective of the scheme will be realized. Research Highlights for Canara Robeco Emerging Equities Below is the key information for Canara Robeco Emerging Equities Returns up to 1 year are on (ELSS Scheme) Seeking to provide long term capital appreciation by predominantly investing in equities and to facilitate the subscribers to seek tax benefits as provided under Section 80 C of the Income Tax Act, 1961. However, there can be no assurance that the investment objective of
the scheme will be realized. Research Highlights for Canara Robeco Equity Tax Saver Below is the key information for Canara Robeco Equity Tax Saver Returns up to 1 year are on To generate capital appreciation by investing in equity and equity
related securities. However, there can be no assurance that the investment objective of the scheme will be realized. Research Highlights for Canara Robeco Equity Diversified Below is the key information for Canara Robeco Equity Diversified Returns up to 1 year are on (Erstwhile Canara Robeco F.O.R.C.E Fund) The objective of the Fund is to provide long - term capital appreciation by
primarily investing in equity and equity related securities of companies in the Finance, Retail & Entertainment sectors. However, there can be no
assurance that the investment objective of the scheme will be realized. Research Highlights for Canara Robeco Consumer Trends Fund Below is the key information for Canara Robeco Consumer Trends Fund Returns up to 1 year are on 1. Canara Robeco Infrastructure
Canara Robeco Infrastructure
Growth Launch Date 2 Dec 05 NAV (03 Aug 26) ₹169.74 ↑ 1.41 (0.84 %) Net Assets (Cr) ₹998 on 30 Jun 26 Category Equity - Sectoral AMC Canara Robeco Asset Management Co. Ltd. Rating Risk High Expense Ratio 2.32 Sharpe Ratio 0.02 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 Jul 21 ₹10,000 31 Jul 22 ₹11,530 31 Jul 23 ₹14,492 31 Jul 24 ₹24,387 31 Jul 25 ₹23,552 31 Jul 26 ₹24,696 Returns for Canara Robeco Infrastructure
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Aug 26 Duration Returns 1 Month 0.3% 3 Month -0.8% 6 Month 6.3% 1 Year 6.3% 3 Year 20.8% 5 Year 19.7% 10 Year 15 Year Since launch 14.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 0.1% 2023 35.3% 2022 41.2% 2021 9% 2020 56.1% 2019 9% 2018 2.3% 2017 -19.1% 2016 40.2% 2015 2.1% Fund Manager information for Canara Robeco Infrastructure
Name Since Tenure Vishal Mishra 26 Jun 21 5.1 Yr. Shridatta Bhandwaldar 29 Sep 18 7.84 Yr. Data below for Canara Robeco Infrastructure as on 30 Jun 26
Equity Sector Allocation
Sector Value Industrials 47.94% Utility 11.54% Basic Materials 10.78% Energy 7.38% Financial Services 6.99% Communication Services 4.48% Technology 3.71% Consumer Cyclical 2.27% Real Estate 0.92% Asset Allocation
Asset Class Value Cash 3.99% Equity 96.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 11 | LT10% ₹100 Cr 242,151 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Oct 23 | 5000935% ₹50 Cr 525,650 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE5% ₹50 Cr 383,750
↑ 10,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 24 | BHARTIARTL4% ₹45 Cr 241,600
↑ 25,000 State Bank of India (Financial Services)
Equity, Since 31 Jul 24 | SBIN4% ₹42 Cr 406,500 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 19 | BEL4% ₹40 Cr 979,000
↑ 50,000 NTPC Ltd (Utilities)
Equity, Since 30 Nov 18 | 5325554% ₹38 Cr 1,066,480 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Jan 23 | INDIGO4% ₹38 Cr 70,000 Tata Power Co Ltd (Utilities)
Equity, Since 30 Sep 24 | 5004003% ₹34 Cr 870,000 Cummins India Ltd (Industrials)
Equity, Since 31 Jul 24 | 5004803% ₹32 Cr 56,000 2. Canara Robeco Emerging Equities
Canara Robeco Emerging Equities
Growth Launch Date 11 Mar 05 NAV (03 Aug 26) ₹262.61 ↑ 4.10 (1.59 %) Net Assets (Cr) ₹25,251 on 30 Jun 26 Category Equity - Large & Mid Cap AMC Canara Robeco Asset Management Co. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.62 Sharpe Ratio -0.51 Information Ratio -0.56 Alpha Ratio -5.36 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 Jul 21 ₹10,000 31 Jul 22 ₹10,513 31 Jul 23 ₹12,054 31 Jul 24 ₹16,898 31 Jul 25 ₹16,995 31 Jul 26 ₹17,227 Returns for Canara Robeco Emerging Equities
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Aug 26 Duration Returns 1 Month 3.7% 3 Month 7.8% 6 Month 6.2% 1 Year 3.5% 3 Year 14.1% 5 Year 11.4% 10 Year 15 Year Since launch 16.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 -0.4% 2023 26.3% 2022 24% 2021 -1.6% 2020 37% 2019 24.5% 2018 8.7% 2017 -9.3% 2016 52.1% 2015 2.6% Fund Manager information for Canara Robeco Emerging Equities
Name Since Tenure Shridatta Bhandwaldar 1 Oct 19 6.84 Yr. Amit Nadekar 28 Aug 23 2.93 Yr. Data below for Canara Robeco Emerging Equities as on 30 Jun 26
Equity Sector Allocation
Sector Value Consumer Cyclical 26.79% Financial Services 26.11% Industrials 8.56% Health Care 7.98% Technology 7.85% Basic Materials 6.74% Consumer Defensive 4.63% Communication Services 3.19% Utility 3.04% Real Estate 1.8% Energy 0.19% Asset Allocation
Asset Class Value Cash 3.08% Equity 96.87% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK6% ₹1,545 Cr 11,236,964
↓ -500,000 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 22 | 5008506% ₹1,389 Cr 19,457,322 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | HDFCBANK4% ₹1,040 Cr 13,027,647
↑ 2,446,551 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | FEDERALBNK3% ₹814 Cr 24,656,692
↓ -1,212,391 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | ETERNAL3% ₹806 Cr 30,459,215 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 5323433% ₹739 Cr 2,134,471
↓ -25,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 19 | 5000343% ₹711 Cr 7,078,223
↑ 838,974 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 5002513% ₹707 Cr 2,154,274 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | M&M3% ₹683 Cr 2,225,329
↑ 46,015 Bharat Electronics Ltd (Industrials)
Equity, Since 30 Apr 21 | BEL3% ₹674 Cr 16,376,861
↓ -300,000 3. Canara Robeco Equity Tax Saver
Canara Robeco Equity Tax Saver
Growth Launch Date 2 Feb 09 NAV (03 Aug 26) ₹183.08 ↑ 2.91 (1.62 %) Net Assets (Cr) ₹8,637 on 30 Jun 26 Category Equity - ELSS AMC Canara Robeco Asset Management Co. Ltd. Rating ☆ Risk Moderately High Expense Ratio 1.69 Sharpe Ratio -0.33 Information Ratio -0.29 Alpha Ratio 0.25 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Jul 21 ₹10,000 31 Jul 22 ₹10,557 31 Jul 23 ₹12,120 31 Jul 24 ₹16,453 31 Jul 25 ₹16,297 31 Jul 26 ₹16,829 Returns for Canara Robeco Equity Tax Saver
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Aug 26 Duration Returns 1 Month 2.5% 3 Month 5.9% 6 Month 3% 1 Year 5.9% 3 Year 12.8% 5 Year 10.9% 10 Year 15 Year Since launch 18.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 5.3% 2023 17.5% 2022 23.7% 2021 -0.2% 2020 35.1% 2019 27.4% 2018 10.7% 2017 2.7% 2016 32% 2015 0% Fund Manager information for Canara Robeco Equity Tax Saver
Name Since Tenure Vishal Mishra 26 Jun 21 5.1 Yr. Shridatta Bhandwaldar 1 Oct 19 6.84 Yr. Data below for Canara Robeco Equity Tax Saver as on 30 Jun 26
Equity Sector Allocation
Sector Value Financial Services 30.22% Consumer Cyclical 15.57% Industrials 14.25% Health Care 6.92% Basic Materials 6.27% Consumer Defensive 5.38% Energy 4.54% Technology 4% Communication Services 3.96% Utility 2.9% Real Estate 2.77% Asset Allocation
Asset Class Value Cash 3.2% Equity 96.78% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK7% ₹597 Cr 4,341,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK7% ₹572 Cr 7,170,168 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | RELIANCE4% ₹361 Cr 2,787,000
↑ 185,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN4% ₹314 Cr 3,055,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT4% ₹308 Cr 743,119 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 21 | BHARTIARTL3% ₹284 Cr 1,535,000
↑ 30,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 5322153% ₹253 Cr 1,883,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 19 | 5000343% ₹234 Cr 2,329,500 Infosys Ltd (Technology)
Equity, Since 31 Jul 18 | INFY3% ₹223 Cr 2,228,659 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 May 24 | DIVISLAB2% ₹164 Cr 250,000 4. Canara Robeco Equity Diversified
Canara Robeco Equity Diversified
Growth Launch Date 16 Sep 03 NAV (03 Aug 26) ₹350.54 ↑ 5.42 (1.57 %) Net Assets (Cr) ₹13,328 on 30 Jun 26 Category Equity - Multi Cap AMC Canara Robeco Asset Management Co. Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 1.7 Sharpe Ratio -0.42 Information Ratio -0.41 Alpha Ratio -1.3 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 Jul 21 ₹10,000 31 Jul 22 ₹10,471 31 Jul 23 ₹11,994 31 Jul 24 ₹16,059 31 Jul 25 ₹16,343 31 Jul 26 ₹16,602 Returns for Canara Robeco Equity Diversified
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Aug 26 Duration Returns 1 Month 2.6% 3 Month 6.3% 6 Month 2% 1 Year 3.9% 3 Year 12.7% 5 Year 10.5% 10 Year 15 Year Since launch 16.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 7% 2023 17.9% 2022 22.8% 2021 -1.7% 2020 32.6% 2019 22.2% 2018 12.3% 2017 0.9% 2016 37.8% 2015 -2% Fund Manager information for Canara Robeco Equity Diversified
Name Since Tenure Pranav Gokhale 6 Nov 23 2.73 Yr. Shridatta Bhandwaldar 5 Jul 16 10.08 Yr. Data below for Canara Robeco Equity Diversified as on 30 Jun 26
Equity Sector Allocation
Sector Value Financial Services 31.76% Consumer Cyclical 16.72% Industrials 10.96% Health Care 8.26% Technology 6.59% Basic Materials 5.82% Consumer Defensive 5.43% Communication Services 4.65% Energy 3.59% Utility 1.48% Real Estate 1.03% Asset Allocation
Asset Class Value Cash 3.68% Equity 96.3% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK7% ₹932 Cr 11,684,680 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK7% ₹880 Cr 6,400,550 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL4% ₹488 Cr 2,636,904 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE4% ₹479 Cr 3,698,362 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT3% ₹438 Cr 1,058,270 State Bank of India (Financial Services)
Equity, Since 31 Dec 20 | SBIN3% ₹438 Cr 4,269,544 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 19 | 5000343% ₹398 Cr 3,959,960
↑ 250,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 5322153% ₹345 Cr 2,563,600 Infosys Ltd (Technology)
Equity, Since 30 Apr 10 | INFY3% ₹341 Cr 3,408,613
↑ 60,410 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | ETERNAL2% ₹318 Cr 12,003,000
↑ 100,000 5. Canara Robeco Consumer Trends Fund
Canara Robeco Consumer Trends Fund
Growth Launch Date 14 Sep 09 NAV (03 Aug 26) ₹110.34 ↑ 1.77 (1.63 %) Net Assets (Cr) ₹1,932 on 30 Jun 26 Category Equity - Sectoral AMC Canara Robeco Asset Management Co. Ltd. Rating ☆☆☆ Risk High Expense Ratio 2.09 Sharpe Ratio -0.53 Information Ratio -0.43 Alpha Ratio -3.88 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 Jul 21 ₹10,000 31 Jul 22 ₹11,146 31 Jul 23 ₹13,045 31 Jul 24 ₹18,050 31 Jul 25 ₹18,091 31 Jul 26 ₹17,825 Returns for Canara Robeco Consumer Trends Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 3 Aug 26 Duration Returns 1 Month 3.1% 3 Month 7.3% 6 Month 4.2% 1 Year 1.3% 3 Year 12.2% 5 Year 12.2% 10 Year 15 Year Since launch 15.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 3.5% 2023 20.3% 2022 26.4% 2021 6.1% 2020 30.2% 2019 20.5% 2018 12.8% 2017 2% 2016 41% 2015 3.4% Fund Manager information for Canara Robeco Consumer Trends Fund
Name Since Tenure Shridatta Bhandwaldar 1 Oct 19 6.84 Yr. Ennette Fernandes 1 Oct 21 4.84 Yr. Data below for Canara Robeco Consumer Trends Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Consumer Cyclical 41.25% Financial Services 21.01% Consumer Defensive 15.45% Communication Services 8.33% Industrials 3.69% Basic Materials 2.84% Health Care 2.53% Technology 1.03% Asset Allocation
Asset Class Value Cash 3.87% Equity 96.13% Top Securities Holdings / Portfolio
Name Holding Value Quantity Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | ETERNAL6% ₹124 Cr 4,700,000
↑ 200,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 22 | BHARTIARTL6% ₹118 Cr 635,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | HDFCBANK5% ₹102 Cr 1,274,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 21 | MARUTI5% ₹91 Cr 64,500 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | M&M4% ₹84 Cr 273,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 19 | 5000344% ₹83 Cr 830,000 Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 25 | 5008254% ₹71 Cr 138,500 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Nov 21 | VBL3% ₹66 Cr 1,300,000 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Dec 22 | MOTHERSON3% ₹60 Cr 4,037,500 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK3% ₹54 Cr 395,000
आपले कसे हे जाणून घ्यायचे आहेएसआयपी गुंतवणूक तुम्ही ठराविक कालावधीसाठी ठराविक रक्कम मासिक गुंतवणूक केल्यास वाढ होईल? आम्ही तुम्हाला उदाहरणासह स्पष्ट करू.
SIP कॅल्क्युलेटर सहसा गुंतवणूक करू इच्छित असलेल्या SIP गुंतवणुकीची रक्कम(ध्येय), आवश्यक गुंतवणुकीची वर्षांची संख्या, अपेक्षित असे इनपुट घेतात.महागाई दर (याचा हिशेब असणे आवश्यक आहे!) आणि अपेक्षित परतावा. म्हणून, एक ध्येय साध्य करण्यासाठी आवश्यक असलेल्या SIP परताव्याची गणना करू शकते!
समजा, तुम्ही 10 रुपये गुंतवले तर,000 10 वर्षांसाठी, तुमची SIP गुंतवणूक कशी वाढते ते पहा-
मासिक गुंतवणूक: INR 10,000
गुंतवणुकीचा कालावधी: 10 वर्षे
एकूण गुंतवणूक केलेली रक्कम: INR 12,00,000
दीर्घकालीन वाढीचा दर (अंदाजे): १५%
नुसार अपेक्षित परतावासिप कॅल्क्युलेटर: 27,86,573 रुपये
निव्वळ नफा: 15,86,573 रुपये (निरपेक्ष परतावा= 132.2%)
वरील गणिते दाखवतात की जर तुम्ही 10 वर्षांसाठी मासिक 10,000 रुपये गुंतवले तर (एकूण INR12,00,000) तुम्ही कमवालINR 27,86,573, याचा अर्थ तुम्ही कमावलेला निव्वळ नफा आहेINR १५,८६,५७३. छान आहे ना!
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Research Highlights for Canara Robeco Infrastructure