ஃபின்காஷ் »கனரா ரோபெகோ மியூச்சுவல் ஃபண்ட் »கனரா ரோபெகோ SIP நிதிகள்
Table of Contents
கனரா ரோபெகோஎஸ்ஐபி மிகவும் திறமையான வழிமியூச்சுவல் ஃபண்டுகளில் முதலீடு செய்யுங்கள். SIP அல்லது முறையானதுமுதலீட்டுத் திட்டம் ஒரு போல வேலை செய்கிறதுதொடர் வைப்பு, இதில் நீங்கள் குறிப்பிட்ட கால இடைவெளியில் ஒரு சிறிய தொகையை மாதந்தோறும் முதலீடு செய்ய வேண்டும்.
SIP, மிகவும் மலிவு முதலீட்டு முறையாக இருப்பதால், ஒருவர் தொடங்கலாம்முதலீடு வெறும் INR 500. ஒரு SIP மூலம், ஒருவர் தங்கள் திட்டத்தையும் திட்டமிடலாம்நிதி இலக்குகள் போன்றஓய்வூதிய திட்டமிடல், திருமணம், வீடு/கார் வாங்குதல், உயர்கல்வி போன்றவை.
முதலீட்டாளர்கள் முதலீடு செய்ய திட்டமிட்டுள்ளனர்ஈக்விட்டி நிதிகள், முதலீடு செய்ய சிறந்த முறையில் SIP. அவை சமபங்குகளின் ஆபத்துகளை சமநிலைப்படுத்துகின்றனசந்தை மற்றும் நிலையான வருமானத்தை வழங்குவதை உறுதிசெய்க.
SIP இன் சில நன்மைகள்:
இதனால், முதலீட்டாளர்கள் ஆர்வமாக உள்ளனர்SIP இல் முதலீடு செய்யுங்கள் சிறந்த Canara Robeco SIP ஐ தேர்வு செய்யலாம்பரஸ்பர நிதி கீழே குறிப்பிடப்பட்டுள்ளது. AUM போன்ற சில அளவுருக்களை மேற்கொள்வதன் மூலம் இந்த நிதிகள் பட்டியலிடப்பட்டுள்ளன,இல்லை, கடந்தகால நிகழ்ச்சிகள், சக சராசரி வருமானம் போன்றவை.
Talk to our investment specialist
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Canara Robeco Infrastructure Growth ₹148.91
↑ 3.16 ₹531 1,000 19.2 42.3 66.4 36.3 28.1 41.2 Canara Robeco Consumer Trends Fund Growth ₹99.03
↑ 0.56 ₹1,411 1,000 7.6 18.5 35 21.7 21.5 26.4 Canara Robeco Emerging Equities Growth ₹223.88
↑ 2.79 ₹20,824 1,000 7.1 19.3 33.7 19.4 19.7 24 Canara Robeco Equity Tax Saver Growth ₹156.93
↑ 0.96 ₹7,500 500 4.9 17.1 30.3 18 19.9 23.7 Canara Robeco Equity Diversified Growth ₹298.44
↑ 1.76 ₹12,068 1,000 4.5 16.9 28.6 17.2 18 22.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 May 24
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. Canara Robeco Infrastructure is a Equity - Sectoral fund was launched on 2 Dec 05. It is a fund with High risk and has given a Below is the key information for Canara Robeco Infrastructure 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. Canara Robeco Consumer Trends Fund is a Equity - Sectoral fund was launched on 14 Sep 09. It is a fund with High risk and has given a Below is the key information for Canara Robeco Consumer Trends Fund 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. Canara Robeco Emerging Equities is a Equity - Large & Mid Cap fund was launched on 11 Mar 05. It is a fund with Moderately High risk and has given a 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. Canara Robeco Equity Tax Saver is a Equity - ELSS fund was launched on 2 Feb 09. It is a fund with Moderately High risk and has given a 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. Canara Robeco Equity Diversified is a Equity - Multi Cap fund was launched on 16 Sep 03. It is a fund with Moderately High risk and has given a Below is the key information for Canara Robeco Equity Diversified Returns up to 1 year are on 1. Canara Robeco Infrastructure
CAGR/Annualized
return of 15.6% since its launch. Return for 2023 was 41.2% , 2022 was 9% and 2021 was 56.1% . Canara Robeco Infrastructure
Growth Launch Date 2 Dec 05 NAV (17 May 24) ₹148.91 ↑ 3.16 (2.17 %) Net Assets (Cr) ₹531 on 31 Mar 24 Category Equity - Sectoral AMC Canara Robeco Asset Management Co. Ltd. Rating Risk High Expense Ratio 2.52 Sharpe Ratio 2.95 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 30 Apr 19 ₹10,000 30 Apr 20 ₹8,277 30 Apr 21 ₹12,763 30 Apr 22 ₹16,823 30 Apr 23 ₹19,093 30 Apr 24 ₹31,218 Returns for Canara Robeco Infrastructure
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 17 May 24 Duration Returns 1 Month 11.7% 3 Month 19.2% 6 Month 42.3% 1 Year 66.4% 3 Year 36.3% 5 Year 28.1% 10 Year 15 Year Since launch 15.6% Historical performance (Yearly) on absolute basis
Year Returns 2023 41.2% 2022 9% 2021 56.1% 2020 9% 2019 2.3% 2018 -19.1% 2017 40.2% 2016 2.1% 2015 6.7% 2014 69.9% Fund Manager information for Canara Robeco Infrastructure
Name Since Tenure Vishal Mishra 26 Jun 21 2.77 Yr. Shridatta Bhandwaldar 29 Sep 18 5.51 Yr. Data below for Canara Robeco Infrastructure as on 31 Mar 24
Equity Sector Allocation
Sector Value Industrials 58.69% Utility 10.32% Energy 6.93% Financial Services 6.56% Technology 5.43% Basic Materials 3.2% Real Estate 2.64% Consumer Cyclical 2.25% Asset Allocation
Asset Class Value Cash 3.98% Equity 96.02% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 11 | LT9% ₹47 Cr 123,901 NTPC Ltd (Utilities)
Equity, Since 30 Nov 18 | 5325557% ₹37 Cr 1,094,600 Siemens Ltd (Industrials)
Equity, Since 30 Apr 20 | 5005504% ₹22 Cr 40,550 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 19 | BEL4% ₹21 Cr 1,049,000 REC Ltd (Financial Services)
Equity, Since 31 Aug 23 | 5329553% ₹18 Cr 405,250 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Oct 09 | 5328983% ₹18 Cr 652,546 Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 31 Aug 23 | 5431873% ₹17 Cr 25,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE3% ₹17 Cr 56,500 Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5328103% ₹17 Cr 425,000 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Oct 23 | 5000933% ₹16 Cr 305,000 2. Canara Robeco Consumer Trends Fund
CAGR/Annualized
return of 16.9% since its launch. Ranked 16 in Sectoral
category. Return for 2023 was 26.4% , 2022 was 6.1% and 2021 was 30.2% . Canara Robeco Consumer Trends Fund
Growth Launch Date 14 Sep 09 NAV (17 May 24) ₹99.03 ↑ 0.56 (0.57 %) Net Assets (Cr) ₹1,411 on 31 Mar 24 Category Equity - Sectoral AMC Canara Robeco Asset Management Co. Ltd. Rating ☆☆☆ Risk High Expense Ratio 2.38 Sharpe Ratio 2.77 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 30 Apr 19 ₹10,000 30 Apr 20 ₹9,570 30 Apr 21 ₹14,108 30 Apr 22 ₹16,522 30 Apr 23 ₹18,014 30 Apr 24 ₹25,237 Returns for Canara Robeco Consumer Trends Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 17 May 24 Duration Returns 1 Month 3.9% 3 Month 7.6% 6 Month 18.5% 1 Year 35% 3 Year 21.7% 5 Year 21.5% 10 Year 15 Year Since launch 16.9% Historical performance (Yearly) on absolute basis
Year Returns 2023 26.4% 2022 6.1% 2021 30.2% 2020 20.5% 2019 12.8% 2018 2% 2017 41% 2016 3.4% 2015 1.8% 2014 56.3% Fund Manager information for Canara Robeco Consumer Trends Fund
Name Since Tenure Shridatta Bhandwaldar 1 Oct 19 4.5 Yr. Ennette Fernandes 1 Oct 21 2.5 Yr. Data below for Canara Robeco Consumer Trends Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Consumer Cyclical 32.34% Financial Services 24.52% Consumer Defensive 21.75% Industrials 9.96% Communication Services 5.62% Health Care 2.69% Asset Allocation
Asset Class Value Cash 3.12% Equity 96.88% Top Securities Holdings / Portfolio
Name Holding Value Quantity ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 21 | ITC7% ₹95 Cr 2,225,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | HDFCBANK5% ₹65 Cr 452,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 22 | BHARTIARTL4% ₹62 Cr 503,000 Trent Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | 5002514% ₹53 Cr 133,000
↓ -10,000 Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 5433204% ₹50 Cr 2,750,000 Titan Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | TITAN3% ₹48 Cr 125,000 Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | 5329773% ₹45 Cr 49,390
↓ -610 Godrej Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Aug 21 | 5324243% ₹44 Cr 350,000 Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | TATAMOTORS3% ₹41 Cr 410,000 United Breweries Ltd (Consumer Defensive)
Equity, Since 31 Oct 21 | 5324783% ₹40 Cr 232,000
↑ 70,000 3. Canara Robeco Emerging Equities
CAGR/Annualized
return of 17.5% since its launch. Ranked 10 in Large & Mid Cap
category. Return for 2023 was 24% , 2022 was -1.6% and 2021 was 37% . Canara Robeco Emerging Equities
Growth Launch Date 11 Mar 05 NAV (17 May 24) ₹223.88 ↑ 2.79 (1.26 %) Net Assets (Cr) ₹20,824 on 31 Mar 24 Category Equity - Large & Mid Cap AMC Canara Robeco Asset Management Co. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio 2.55 Information Ratio -0.95 Alpha Ratio -1.28 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 30 Apr 19 ₹10,000 30 Apr 20 ₹8,947 30 Apr 21 ₹13,822 30 Apr 22 ₹16,584 30 Apr 23 ₹17,033 30 Apr 24 ₹23,322 Returns for Canara Robeco Emerging Equities
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 17 May 24 Duration Returns 1 Month 3.8% 3 Month 7.1% 6 Month 19.3% 1 Year 33.7% 3 Year 19.4% 5 Year 19.7% 10 Year 15 Year Since launch 17.5% Historical performance (Yearly) on absolute basis
Year Returns 2023 24% 2022 -1.6% 2021 37% 2020 24.5% 2019 8.7% 2018 -9.3% 2017 52.1% 2016 2.6% 2015 13.1% 2014 96% Fund Manager information for Canara Robeco Emerging Equities
Name Since Tenure Shridatta Bhandwaldar 1 Oct 19 4.5 Yr. Amit Nadekar 28 Aug 23 0.59 Yr. Data below for Canara Robeco Emerging Equities as on 31 Mar 24
Equity Sector Allocation
Sector Value Consumer Cyclical 25.76% Financial Services 21.84% Industrials 16.65% Health Care 10.23% Basic Materials 7.09% Technology 6.8% Communication Services 2.68% Real Estate 1.46% Utility 1.29% Energy 1.2% Consumer Defensive 0.94% Asset Allocation
Asset Class Value Cash 4.07% Equity 95.93% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK5% ₹1,121 Cr 10,252,032
↑ 675,000 Bharat Electronics Ltd (Industrials)
Equity, Since 30 Apr 21 | BEL3% ₹688 Cr 34,144,939 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 22 | 5008503% ₹650 Cr 10,990,222
↑ 382,655 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 5323433% ₹624 Cr 2,901,078
↑ 279,349 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 30 Sep 16 | 5325393% ₹621 Cr 9,073,516
↑ 281,152 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 5002513% ₹621 Cr 1,573,058
↑ 25,000 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Apr 21 | 5432203% ₹587 Cr 7,164,267
↑ 614,392 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 21 | BHARTIARTL3% ₹558 Cr 4,541,411 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Nov 19 | CHOLAFIN3% ₹531 Cr 4,592,377
↑ 84,268 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | MARUTI2% ₹497 Cr 394,321
↑ 12,321 4. Canara Robeco Equity Tax Saver
CAGR/Annualized
return of 19.7% since its launch. Ranked 36 in ELSS
category. Return for 2023 was 23.7% , 2022 was -0.2% and 2021 was 35.1% . Canara Robeco Equity Tax Saver
Growth Launch Date 2 Feb 09 NAV (17 May 24) ₹156.93 ↑ 0.96 (0.62 %) Net Assets (Cr) ₹7,500 on 31 Mar 24 Category Equity - ELSS AMC Canara Robeco Asset Management Co. Ltd. Rating ☆ Risk Moderately High Expense Ratio 1.96 Sharpe Ratio 2.27 Information Ratio -0.71 Alpha Ratio -3.15 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Apr 19 ₹10,000 30 Apr 20 ₹9,328 30 Apr 21 ₹14,445 30 Apr 22 ₹16,924 30 Apr 23 ₹17,804 30 Apr 24 ₹23,675 Returns for Canara Robeco Equity Tax Saver
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 17 May 24 Duration Returns 1 Month 3.7% 3 Month 4.9% 6 Month 17.1% 1 Year 30.3% 3 Year 18% 5 Year 19.9% 10 Year 15 Year Since launch 19.7% Historical performance (Yearly) on absolute basis
Year Returns 2023 23.7% 2022 -0.2% 2021 35.1% 2020 27.4% 2019 10.7% 2018 2.7% 2017 32% 2016 0% 2015 0.6% 2014 45.2% Fund Manager information for Canara Robeco Equity Tax Saver
Name Since Tenure Vishal Mishra 26 Jun 21 2.77 Yr. Shridatta Bhandwaldar 1 Oct 19 4.5 Yr. Data below for Canara Robeco Equity Tax Saver as on 31 Mar 24
Equity Sector Allocation
Sector Value Financial Services 29.17% Industrials 12.52% Consumer Cyclical 12.51% Technology 9.67% Energy 6.55% Consumer Defensive 6.19% Health Care 6.08% Basic Materials 5.67% Communication Services 3.12% Utility 2.76% Real Estate 1.07% Asset Allocation
Asset Class Value Cash 4.68% Equity 95.32% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK7% ₹490 Cr 3,387,584
↑ 50,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK6% ₹440 Cr 4,026,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | RELIANCE4% ₹336 Cr 1,131,000 Infosys Ltd (Technology)
Equity, Since 31 Jul 18 | INFY4% ₹331 Cr 2,211,310 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT3% ₹231 Cr 614,369
↑ 30,000 NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | 5325553% ₹207 Cr 6,175,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 20 | TCS3% ₹190 Cr 490,073 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 21 | BHARTIARTL3% ₹189 Cr 1,540,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 5322152% ₹176 Cr 1,678,000
↑ 350,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 19 | 5000342% ₹172 Cr 237,950 5. Canara Robeco Equity Diversified
CAGR/Annualized
return of 17.8% since its launch. Ranked 68 in Multi Cap
category. Return for 2023 was 22.8% , 2022 was -1.7% and 2021 was 32.6% . Canara Robeco Equity Diversified
Growth Launch Date 16 Sep 03 NAV (17 May 24) ₹298.44 ↑ 1.76 (0.59 %) Net Assets (Cr) ₹12,068 on 31 Mar 24 Category Equity - Multi Cap AMC Canara Robeco Asset Management Co. Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio 2.34 Information Ratio -0.87 Alpha Ratio -2.23 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 30 Apr 19 ₹10,000 30 Apr 20 ₹9,365 30 Apr 21 ₹13,684 30 Apr 22 ₹16,075 30 Apr 23 ₹16,700 30 Apr 24 ₹21,960 Returns for Canara Robeco Equity Diversified
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 17 May 24 Duration Returns 1 Month 2.4% 3 Month 4.5% 6 Month 16.9% 1 Year 28.6% 3 Year 17.2% 5 Year 18% 10 Year 15 Year Since launch 17.8% Historical performance (Yearly) on absolute basis
Year Returns 2023 22.8% 2022 -1.7% 2021 32.6% 2020 22.2% 2019 12.3% 2018 0.9% 2017 37.8% 2016 -2% 2015 0.1% 2014 39.7% Fund Manager information for Canara Robeco Equity Diversified
Name Since Tenure Pranav Gokhale 6 Nov 23 0.4 Yr. Shridatta Bhandwaldar 5 Jul 16 7.74 Yr. Data below for Canara Robeco Equity Diversified as on 31 Mar 24
Equity Sector Allocation
Sector Value Financial Services 29.38% Consumer Cyclical 14.79% Industrials 11.38% Technology 8.13% Health Care 7.77% Consumer Defensive 6.53% Basic Materials 6.4% Energy 4.95% Communication Services 3.08% Utility 2.89% Real Estate 1.32% Asset Allocation
Asset Class Value Cash 3.38% Equity 96.62% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK7% ₹812 Cr 5,607,340 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK7% ₹785 Cr 7,175,550
↑ 100,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE5% ₹598 Cr 2,011,681 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT4% ₹456 Cr 1,211,270
↑ 30,000 Infosys Ltd (Technology)
Equity, Since 30 Apr 10 | INFY3% ₹398 Cr 2,654,688
↓ -275,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL3% ₹372 Cr 3,027,834 NTPC Ltd (Utilities)
Equity, Since 31 Aug 22 | 5325553% ₹349 Cr 10,400,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 19 | 5000343% ₹316 Cr 436,535 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Aug 20 | SUNPHARMA3% ₹309 Cr 1,905,000
↓ -85,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 18 | TCS3% ₹302 Cr 780,297
↓ -10,000
உங்கள் எப்படி என்பதை அறிய வேண்டும்SIP முதலீடு ஒரு குறிப்பிட்ட காலத்திற்கு ஒரு குறிப்பிட்ட தொகையை மாதந்தோறும் முதலீடு செய்தால் வளரும்? ஒரு உதாரணத்துடன் உங்களுக்கு விளக்குவோம்.
SIP கால்குலேட்டர்கள் பொதுவாக ஒருவர் முதலீடு செய்ய விரும்பும் SIP முதலீட்டுத் தொகை (இலக்கு) போன்ற உள்ளீடுகளை எடுத்துக்கொள்கிறார்கள், எத்தனை ஆண்டுகள் முதலீடு செய்ய வேண்டும், எதிர்பார்க்கப்படுகிறதுவீக்கம் விகிதங்கள் (இதற்கு ஒருவர் கணக்கு வைக்க வேண்டும்!) மற்றும் எதிர்பார்க்கப்படும் வருமானம். எனவே, ஒரு இலக்கை அடைய தேவையான SIP வருமானத்தை ஒருவர் கணக்கிடலாம்!
நீங்கள் 10 ரூபாய் முதலீடு செய்தால், என்று வைத்துக்கொள்வோம்.000 10 ஆண்டுகளுக்கு, உங்கள் SIP முதலீடு எவ்வாறு வளர்கிறது என்பதைப் பார்க்கவும்-
மாதாந்திர முதலீடு: 10,000 ரூபாய்
முதலீட்டு காலம்: 10 ஆண்டுகள்
முதலீடு செய்யப்பட்ட மொத்த தொகை: இந்திய ரூபாய் 12,00,000
நீண்ட கால வளர்ச்சி விகிதம் (தோராயமாக): 15%
இதன்படி எதிர்பார்க்கப்படும் வருமானம்சிப் கால்குலேட்டர்: இந்திய ரூபாய் 27,86,573
நிகர லாபம்: இந்திய ரூபாய் 15,86,573 (முழுமையான வருவாய்= 132.2%)
நீங்கள் 10 ஆண்டுகளுக்கு மாதம் 10,000 ரூபாய் முதலீடு செய்தால் (மொத்தம் INR12,00,000
) நீங்கள் சம்பாதிப்பீர்கள்இந்திய ரூபாய் 27,86,573
, அதாவது நீங்கள் செய்யும் நிகர லாபம்இந்திய ரூபாய் 15,86,573
. நன்றாக இருக்கிறது அல்லவா!
Fincash.com இல் வாழ்நாள் முழுவதும் இலவச முதலீட்டுக் கணக்கைத் திறக்கவும்.
உங்கள் பதிவு மற்றும் KYC செயல்முறையை முடிக்கவும்
ஆவணங்களைப் பதிவேற்றவும் (PAN, ஆதார் போன்றவை).மேலும், நீங்கள் முதலீடு செய்ய தயாராக உள்ளீர்கள்!
You Might Also Like