+91-22-489139093 सर्वोत्कृष्ट IDBI SIP म्युच्युअल फंड 2022
IDBISIP 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.
आयडीबीआय म्युच्युअल फंड एसआयपीची निवड का करावी?
च्या बहुतेक म्युच्युअल फंड योजनाIDBI म्युच्युअल फंड SIP पर्याय आहे. एसआयपी किंवा सिस्टिमॅटिक इन्व्हेस्टमेंट प्लॅन ही एक गुंतवणूक पद्धत आहे जिथे ठराविक रक्कम म्युच्युअल फंड योजनेत नियमित अंतराने जमा केली जाते. गुंतवणुकीच्या एसआयपी पद्धतीचा वापर करून, बचतीची रक्कम त्याच्या/तिच्या खिशाला चुटकीसरशी करणार नाही याची खात्री करू शकते. व्यक्ती SIP मध्ये गुंतवणूक करू शकतातम्युच्युअल फंड ऑफलाइन मोडद्वारे किंवा ऑनलाइन मोडद्वारे.
SIP चे काही फायदे आहेत:
- रुपयाची सरासरी किंमत
- कंपाउंडिंगची शक्ती
- दीर्घकालीन बचतीची सवय
- लवचिक आणि परवडणारे
- बाजाराला वेळ देण्याची गरज नाही
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इक्विटीजसाठी IDBI म्युच्युअल फंड द्वारे सर्वोत्तम SIP म्युच्युअल फंड
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) IDBI Diversified Equity Fund Growth ₹37.99
↑ 0.14 ₹382 500 10.2 13.2 13.5 22.7 12 IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05 ₹655 500 9.2 12.5 15.4 21.9 12.6 IDBI Midcap Fund Growth ₹28.8792
↑ 0.28 ₹301 500 6.1 -2.1 7.4 21.2 15.6 -1.2 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 3 Funds showcased
Commentary IDBI Diversified Equity Fund IDBI India Top 100 Equity Fund IDBI Midcap Fund Point 1 Lower mid AUM (₹382 Cr). Highest AUM (₹655 Cr). Bottom quartile AUM (₹301 Cr). Point 2 Established history (12+ yrs). Oldest track record among peers (13 yrs). Established history (9+ yrs). Point 3 Rating: 2★ (lower mid). Top rated. Not Rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 12.03% (bottom quartile). 5Y return: 12.61% (lower mid). 5Y return: 15.58% (upper mid). Point 6 3Y return: 22.73% (upper mid). 3Y return: 21.88% (lower mid). 3Y return: 21.15% (bottom quartile). Point 7 1Y return: 13.54% (lower mid). 1Y return: 15.39% (upper mid). 1Y return: 7.39% (bottom quartile). Point 8 Alpha: -1.07 (lower mid). Alpha: 2.11 (upper mid). Alpha: -7.31 (bottom quartile). Point 9 Sharpe: 1.01 (lower mid). Sharpe: 1.09 (upper mid). Sharpe: -0.55 (bottom quartile). Point 10 Information ratio: -0.53 (lower mid). Information ratio: 0.14 (upper mid). Information ratio: -0.82 (bottom quartile). IDBI Diversified Equity Fund
IDBI India Top 100 Equity Fund
IDBI Midcap Fund
The Investment objective of the Scheme is to provide investors with the opportunities for long-term capital appreciation by investing in a diversified portfolio of Equity and Equity related Instruments across market capitalization. However there can be no assurance that the investment objective under the Scheme will be realized Below is the key information for IDBI Diversified Equity Fund Returns up to 1 year are on 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. Research Highlights for IDBI India Top 100 Equity Fund Below is the key information for IDBI India Top 100 Equity Fund Returns up to 1 year are on The 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 Midcap Companies. However there can be no assurance that the investment objective under the scheme will be realized. Research Highlights for IDBI Midcap Fund Below is the key information for IDBI Midcap Fund Returns up to 1 year are on 1. IDBI Diversified Equity Fund
IDBI Diversified Equity Fund
Growth Launch Date 28 Mar 14 NAV (28 Jul 23) ₹37.99 ↑ 0.14 (0.37 %) Net Assets (Cr) ₹382 on 30 Jun 23 Category Equity - Multi Cap AMC IDBI Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.46 Sharpe Ratio 1.01 Information Ratio -0.53 Alpha Ratio -1.07 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 ₹12,803 31 Mar 23 ₹12,394 Returns for IDBI Diversified 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 2.4% 3 Month 10.2% 6 Month 13.2% 1 Year 13.5% 3 Year 22.7% 5 Year 12% 10 Year 15 Year Since launch 15.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for IDBI Diversified Equity Fund
Name Since Tenure Data below for IDBI Diversified 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. 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 3. IDBI Midcap Fund
IDBI Midcap Fund
Growth Launch Date 25 Jan 17 NAV (21 Apr 26) ₹28.8792 ↑ 0.28 (0.97 %) Net Assets (Cr) ₹301 on 31 Mar 26 Category Equity - Mid Cap AMC IDBI Asset Management Limited Rating Risk Moderately High Expense Ratio 2.29 Sharpe Ratio -0.55 Information Ratio -0.82 Alpha Ratio -7.31 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹11,425 31 Mar 23 ₹11,081 31 Mar 24 ₹16,402 31 Mar 25 ₹18,539 31 Mar 26 ₹17,610 Returns for IDBI Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jul 23 Duration Returns 1 Month 10.5% 3 Month 6.1% 6 Month -2.1% 1 Year 7.4% 3 Year 21.2% 5 Year 15.6% 10 Year 15 Year Since launch 12.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 -1.2% 2023 29.1% 2022 35.9% 2021 -4.1% 2020 36.6% 2019 24.3% 2018 -2.5% 2017 -14.5% 2016 2015 Fund Manager information for IDBI Midcap Fund
Name Since Tenure Dikshit Mittal 31 Jul 23 2.67 Yr. Data below for IDBI Midcap Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Consumer Cyclical 22.48% Financial Services 19.31% Industrials 14.38% Basic Materials 9.53% Health Care 9.42% Technology 7.24% Consumer Defensive 4.14% Communication Services 3.02% Real Estate 2.16% Energy 1.66% Utility 1.6% Asset Allocation
Asset Class Value Cash 5.07% Equity 94.93% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 17 | FEDERALBNK3% ₹9 Cr 359,305 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 28 Feb 17 | UNOMINDA3% ₹9 Cr 83,586 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 19 | BEL2% ₹7 Cr 173,129 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 24 | POWERINDIA2% ₹7 Cr 2,767 Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP2% ₹7 Cr 143,945 SRF Ltd (Industrials)
Equity, Since 31 Jul 24 | SRF2% ₹6 Cr 26,635 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Aug 23 | APLAPOLLO2% ₹6 Cr 32,409 Schaeffler India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | SCHAEFFLER2% ₹6 Cr 16,173 Aurobindo Pharma Ltd (Healthcare)
Equity, Since 31 Jan 25 | AUROPHARMA2% ₹6 Cr 44,963 Persistent Systems Ltd (Technology)
Equity, Since 31 Dec 24 | PERSISTENT2% ₹6 Cr 11,637
SIP गुंतवणूक कशी वाढते?
आपले कसे हे जाणून घ्यायचे आहेएसआयपी गुंतवणूक तुम्ही ठराविक कालावधीसाठी ठराविक रक्कम मासिक गुंतवणूक केल्यास वाढ होईल? आम्ही तुम्हाला उदाहरणासह स्पष्ट करू.
SIP कॅल्क्युलेटर किंवा SIP रिटर्न कॅल्क्युलेटर
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!
IDBI SIP MF मध्ये ऑनलाइन गुंतवणूक कशी करावी?
Fincash.com वर आजीवन मोफत गुंतवणूक खाते उघडा.
तुमची नोंदणी आणि KYC प्रक्रिया पूर्ण करा
दस्तऐवज अपलोड करा (PAN, आधार इ.).आणि, तुम्ही गुंतवणूक करण्यास तयार आहात!
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 Diversified Equity Fund