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ஜே.எம் நிதிSIP மூலம் ஒரு திறமையான வழிமியூச்சுவல் ஃபண்டுகளில் முதலீடு செய்யுங்கள். ஒரு SIP என்பது ஒரு முறைமுதலீடு ஒரு நிலையான தொகை, ஒரு வழக்கமான அடிப்படையில், aபரஸ்பர நிதி திட்டம். இது ஒரு வழக்கமான சேமிப்பு திட்டங்களுக்கு ஒத்ததாகும்தொடர்ச்சியான வைப்பு. இங்கே, நீங்கள் ஒரு குறிப்பிட்ட தொகையை ஒரு குறிப்பிட்ட இடைவெளியில் முதலீடு செய்யலாம். SIP உங்களுக்கு நீண்ட காலத்தை அடைய உதவுகிறதுநிதி இலக்குகள் ஒரு சிறிய தொகையை மாதந்தோறும் முதலீடு செய்தாலும் கூட. ஒருமுதலீட்டாளர் மாதாந்திர / காலாண்டு போன்ற முதலீடுகளின் குறிப்பிட்ட இடைவெளியில் 500 ரூபாய் வரை முதலீடு செய்யலாம். இது எளிய மற்றும் மலிவு. பங்குகளில் முதலீடு செய்ய விரும்பும் முதலீட்டாளர்கள், சிஸ்டமேடிக்முதலீட்டு திட்டம் மூலம் முதலீடு செய்ய ஒரு சிறந்த வழியாகும். SIP பங்கு முதலீடுகளின் ஆபத்துக்களை சமப்படுத்த முனைகிறது.
அவற்றில் சிலSIP இன் நன்மைகள் உள்ளன:
ஆர்வமுள்ள முதலீட்டாளர்கள்ஒரு SIP இல் முதலீடு செய்யுங்கள், முதலீடு செய்ய சிறந்த JM நிதி SIP நிதிகள் இங்கேபங்கு நிதிகள். AUM, கடந்தகால செயல்திறன், சக சராசரி வருமானம் மற்றும் பிற தகவல் விகிதங்கள் போன்ற பல்வேறு அளவுருக்களை மேற்கொள்வதன் மூலம் இந்த நிதிகள் பட்டியலிடப்பட்டுள்ளன.
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Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) JM Value Fund Growth ₹92.9244
↓ -0.16 ₹581 500 7.2 32.2 65.5 30.4 24 47.7 JM Multicap Fund Growth ₹92.7225
↓ -0.26 ₹1,774 500 11.7 35.5 64.8 30.1 24.2 40 JM Core 11 Fund Growth ₹19.0709
↓ -0.02 ₹89 500 10.6 30.4 55.5 24.5 16.1 32.9 JM Tax Gain Fund Growth ₹43.8976
↓ -0.12 ₹128 500 11.7 30.3 51.3 23.8 21.1 30.9 JM Large Cap Fund Growth ₹149.826
↓ -0.10 ₹119 500 7.5 29.7 46.6 21.9 17.6 29.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 May 24
(Erstwhile JM Basic Fund) The primary objective of the Scheme will be to provide capital appreciation to its Unitholders through judicious deployment of the corpus of the Scheme in sectors categorized under “basic industry” in the normal parlance and in context of the Indian economy, including but not limited to, energy, petrochemicals, oil & gas, power generation & distribution and electrical equipment suppliers, metals and building material. The fund would continue to remain open-ended with a sector focus. JM Value Fund is a Equity - Value fund was launched on 2 Jun 97. It is a fund with High risk and has given a Below is the key information for JM Value Fund Returns up to 1 year are on (Erstwhile JM Multi Strategy Fund) The investment objective of the Scheme is to provide capital appreciation by investing in equity and equity related securities using a combination of strategies. JM Multicap Fund is a Equity - Multi Cap fund was launched on 23 Sep 08. It is a fund with Moderately High risk and has given a Below is the key information for JM Multicap 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. JM Core 11 Fund is a Equity - Large Cap fund was launched on 5 Mar 08. It is a fund with High risk and has given a Below is the key information for JM Core 11 Fund Returns up to 1 year are on The investment objective is to generate long-term capital growth from a diversified and actively managed portfolio of equity and equity related securities and to enable investors a deduction from total income, as permitted under the Income Tax Act, 1961 from time to time. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns. JM Tax Gain Fund is a Equity - ELSS fund was launched on 31 Mar 08. It is a fund with Moderately High risk and has given a Below is the key information for JM Tax Gain Fund Returns up to 1 year are on (Erstwhile JM Equity Fund) The scheme seeks to provide optimum capital growth and appreciation. JM Large Cap Fund is a Equity - Large Cap fund was launched on 1 Apr 95. It is a fund with Moderately High risk and has given a Below is the key information for JM Large Cap Fund Returns up to 1 year are on 1. JM Value Fund
CAGR/Annualized
return of 17.1% since its launch. Ranked 15 in Value
category. Return for 2023 was 47.7% , 2022 was 5.3% and 2021 was 36.3% . JM Value Fund
Growth Launch Date 2 Jun 97 NAV (03 May 24) ₹92.9244 ↓ -0.16 (-0.17 %) Net Assets (Cr) ₹581 on 31 Mar 24 Category Equity - Value AMC JM Financial Asset Management Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.53 Sharpe Ratio 3.16 Information Ratio 1.05 Alpha Ratio 16.63 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 Apr 19 ₹10,000 30 Apr 20 ₹8,395 30 Apr 21 ₹13,103 30 Apr 22 ₹15,438 30 Apr 23 ₹17,455 30 Apr 24 ₹29,071 Returns for JM Value Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 3 May 24 Duration Returns 1 Month 5.8% 3 Month 7.2% 6 Month 32.2% 1 Year 65.5% 3 Year 30.4% 5 Year 24% 10 Year 15 Year Since launch 17.1% Historical performance (Yearly) on absolute basis
Year Returns 2023 47.7% 2022 5.3% 2021 36.3% 2020 13.4% 2019 11.9% 2018 -11.2% 2017 44.6% 2016 12.1% 2015 3.5% 2014 52.4% Fund Manager information for JM Value Fund
Name Since Tenure Satish Ramanathan 20 Aug 21 2.61 Yr. Asit Bhandarkar 11 Dec 06 17.31 Yr. Gurvinder Wasan 1 Dec 22 1.33 Yr. Data below for JM Value Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Financial Services 21.57% Consumer Cyclical 21.5% Industrials 18% Technology 8.87% Health Care 6.83% Consumer Defensive 5.95% Basic Materials 5.8% Real Estate 4.19% Utility 2.6% Communication Services 2.04% Asset Allocation
Asset Class Value Cash 2.65% Equity 97.35% Top Securities Holdings / Portfolio
Name Holding Value Quantity ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 24 | ITC4% ₹25 Cr 580,000
↑ 580,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK4% ₹24 Cr 224,000
↑ 116,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 12 | HDFCBANK4% ₹24 Cr 163,605
↑ 94,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 09 | LT4% ₹22 Cr 57,500
↑ 7,500 Infosys Ltd (Technology)
Equity, Since 31 May 18 | INFY3% ₹20 Cr 134,105 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | M&M3% ₹17 Cr 90,000 State Bank of India (Financial Services)
Equity, Since 31 Dec 20 | SBIN3% ₹17 Cr 225,000 Kalpataru Projects International Ltd (Industrials)
Equity, Since 28 Feb 21 | 5222873% ₹16 Cr 146,010
↓ -1,500 REC Ltd (Financial Services)
Equity, Since 30 Sep 22 | 5329553% ₹15 Cr 338,800
↑ 17,500 Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | HEROMOTOCO2% ₹14 Cr 30,000 2. JM Multicap Fund
CAGR/Annualized
return of 15.3% since its launch. Ranked 16 in Multi Cap
category. Return for 2023 was 40% , 2022 was 7.8% and 2021 was 32.9% . JM Multicap Fund
Growth Launch Date 23 Sep 08 NAV (03 May 24) ₹92.7225 ↓ -0.26 (-0.28 %) Net Assets (Cr) ₹1,774 on 31 Mar 24 Category Equity - Multi Cap AMC JM Financial Asset Management Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.54 Sharpe Ratio 3.85 Information Ratio 1.41 Alpha Ratio 15.78 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 Apr 19 ₹10,000 30 Apr 20 ₹9,123 30 Apr 21 ₹13,336 30 Apr 22 ₹15,928 30 Apr 23 ₹17,826 30 Apr 24 ₹29,430 Returns for JM Multicap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 3 May 24 Duration Returns 1 Month 6.4% 3 Month 11.7% 6 Month 35.5% 1 Year 64.8% 3 Year 30.1% 5 Year 24.2% 10 Year 15 Year Since launch 15.3% Historical performance (Yearly) on absolute basis
Year Returns 2023 40% 2022 7.8% 2021 32.9% 2020 11.4% 2019 16.6% 2018 -5.4% 2017 39.5% 2016 10.5% 2015 -2.8% 2014 56% Fund Manager information for JM Multicap Fund
Name Since Tenure Satish Ramanathan 20 Aug 21 2.62 Yr. Gurvinder Wasan 1 Dec 22 1.33 Yr. Chaitanya Choksi 31 Dec 21 2.25 Yr. Data below for JM Multicap Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Financial Services 23.03% Consumer Cyclical 18.09% Industrials 16.8% Technology 10.6% Health Care 5.92% Basic Materials 5.87% Consumer Defensive 5.83% Utility 5.81% Communication Services 3.61% Real Estate 3.07% Asset Allocation
Asset Class Value Cash 1.36% Equity 98.64% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | HDFCBANK6% ₹99 Cr 685,500
↑ 5,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | ICICIBANK4% ₹79 Cr 725,800
↑ 175,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT4% ₹79 Cr 210,731 Infosys Ltd (Technology)
Equity, Since 30 Nov 20 | INFY3% ₹60 Cr 397,750
↓ -27,500 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN3% ₹59 Cr 788,700
↓ -60,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | M&M3% ₹53 Cr 275,000 ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 24 | ITC3% ₹52 Cr 1,210,000
↑ 1,210,000 Bank of Baroda (Financial Services)
Equity, Since 31 Aug 22 | 5321343% ₹51 Cr 1,948,947
↓ -395,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL3% ₹47 Cr 385,000
↑ 385,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 29 Feb 24 | TCS3% ₹47 Cr 121,000
↑ 29,000 3. JM Core 11 Fund
CAGR/Annualized
return of 4.1% since its launch. Ranked 18 in Large Cap
category. Return for 2023 was 32.9% , 2022 was 7.1% and 2021 was 16.3% . JM Core 11 Fund
Growth Launch Date 5 Mar 08 NAV (03 May 24) ₹19.0709 ↓ -0.02 (-0.12 %) Net Assets (Cr) ₹89 on 31 Mar 24 Category Equity - Large Cap AMC JM Financial Asset Management Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.48 Sharpe Ratio 3.27 Information Ratio 0.25 Alpha Ratio 11.25 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 Apr 19 ₹10,000 30 Apr 20 ₹8,117 30 Apr 21 ₹10,980 30 Apr 22 ₹12,480 30 Apr 23 ₹13,474 30 Apr 24 ₹20,928 Returns for JM Core 11 Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 3 May 24 Duration Returns 1 Month 5.8% 3 Month 10.6% 6 Month 30.4% 1 Year 55.5% 3 Year 24.5% 5 Year 16.1% 10 Year 15 Year Since launch 4.1% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 51.3% Fund Manager information for JM Core 11 Fund
Name Since Tenure Asit Bhandarkar 25 Feb 09 15.11 Yr. Gurvinder Wasan 1 Dec 22 1.33 Yr. Chaitanya Choksi 18 Jul 14 9.71 Yr. Data below for JM Core 11 Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Consumer Cyclical 27.93% Financial Services 24.1% Technology 16.11% Industrials 13.5% Utility 5.72% Health Care 5.65% Energy 2.66% Real Estate 1.81% Asset Allocation
Asset Class Value Cash 2.51% Equity 97.49% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 23 | ICICIBANK6% ₹5 Cr 47,500 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 11 | LT5% ₹5 Cr 12,750
↑ 750 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 24 | HDFCBANK5% ₹5 Cr 32,000
↑ 32,000 Infosys Ltd (Technology)
Equity, Since 28 Feb 21 | INFY5% ₹4 Cr 29,110 Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 31 Mar 23 | 5431875% ₹4 Cr 5,870
↓ -130 Thermax Ltd (Industrials)
Equity, Since 31 Dec 23 | THERMAX4% ₹4 Cr 9,500 Tata Motors Ltd Class A (Consumer Cyclical)
Equity, Since 31 Jul 23 | TATAMTRDVR4% ₹4 Cr 60,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | M&M4% ₹3 Cr 18,000 Sterling and Wilson Renewable Energy Ltd (Technology)
Equity, Since 31 Jan 24 | 5427604% ₹3 Cr 63,000
↑ 10,000 Delhivery Ltd (Industrials)
Equity, Since 29 Feb 24 | 5435294% ₹3 Cr 72,500 4. JM Tax Gain Fund
CAGR/Annualized
return of 9.6% since its launch. Ranked 18 in ELSS
category. Return for 2023 was 30.9% , 2022 was 0.5% and 2021 was 32.2% . JM Tax Gain Fund
Growth Launch Date 31 Mar 08 NAV (03 May 24) ₹43.8976 ↓ -0.12 (-0.28 %) Net Assets (Cr) ₹128 on 31 Mar 24 Category Equity - ELSS AMC JM Financial Asset Management Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.43 Sharpe Ratio 2.83 Information Ratio 0.19 Alpha Ratio 6.84 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 ₹8,658 30 Apr 21 ₹13,663 30 Apr 22 ₹16,023 30 Apr 23 ₹17,041 30 Apr 24 ₹25,902 Returns for JM Tax Gain Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 3 May 24 Duration Returns 1 Month 5.7% 3 Month 11.7% 6 Month 30.3% 1 Year 51.3% 3 Year 23.8% 5 Year 21.1% 10 Year 15 Year Since launch 9.6% Historical performance (Yearly) on absolute basis
Year Returns 2023 30.9% 2022 0.5% 2021 32.2% 2020 18.3% 2019 14.9% 2018 -4.6% 2017 42.6% 2016 5.2% 2015 -0.6% 2014 54.9% Fund Manager information for JM Tax Gain Fund
Name Since Tenure Asit Bhandarkar 31 Dec 21 2.25 Yr. Gurvinder Wasan 1 Dec 22 1.33 Yr. Chaitanya Choksi 18 Jul 14 9.71 Yr. Data below for JM Tax Gain Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Financial Services 22.56% Industrials 18.83% Technology 13.07% Consumer Cyclical 12.05% Basic Materials 9.4% Communication Services 6.09% Consumer Defensive 5.06% Utility 4% Real Estate 3.25% Health Care 2.76% Asset Allocation
Asset Class Value Cash 2.93% Equity 97.07% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 11 | HDFCBANK5% ₹7 Cr 46,131
↓ -1,750 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 22 | ICICIBANK5% ₹7 Cr 60,975
↑ 11,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT5% ₹6 Cr 15,500
↑ 2,000 Infosys Ltd (Technology)
Equity, Since 31 Aug 18 | INFY4% ₹5 Cr 34,215 Tata Motors Ltd Class A (Consumer Cyclical)
Equity, Since 31 Jul 23 | TATAMTRDVR3% ₹4 Cr 57,500
↑ 10,000 Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 22 | 5328103% ₹3 Cr 89,125
↑ 7,500 State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN3% ₹3 Cr 45,400 Thermax Ltd (Industrials)
Equity, Since 31 Dec 23 | THERMAX3% ₹3 Cr 7,900
↓ -350 NTPC Ltd (Utilities)
Equity, Since 31 Dec 23 | 5325553% ₹3 Cr 97,000 Bank of Baroda (Financial Services)
Equity, Since 30 Sep 22 | 5321343% ₹3 Cr 123,000 5. JM Large Cap Fund
CAGR/Annualized
return of 9.8% since its launch. Ranked 73 in Large Cap
category. Return for 2023 was 29.6% , 2022 was 3.4% and 2021 was 23.2% . JM Large Cap Fund
Growth Launch Date 1 Apr 95 NAV (03 May 24) ₹149.826 ↓ -0.10 (-0.07 %) Net Assets (Cr) ₹119 on 31 Mar 24 Category Equity - Large Cap AMC JM Financial Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.51 Sharpe Ratio 2.88 Information Ratio 0.5 Alpha Ratio 9.34 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 Apr 19 ₹10,000 30 Apr 20 ₹9,537 30 Apr 21 ₹12,380 30 Apr 22 ₹14,280 30 Apr 23 ₹15,235 30 Apr 24 ₹22,259 Returns for JM Large Cap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 3 May 24 Duration Returns 1 Month 3.1% 3 Month 7.5% 6 Month 29.7% 1 Year 46.6% 3 Year 21.9% 5 Year 17.6% 10 Year 15 Year Since launch 9.8% Historical performance (Yearly) on absolute basis
Year Returns 2023 29.6% 2022 3.4% 2021 23.2% 2020 18.1% 2019 4.9% 2018 0.8% 2017 20.9% 2016 1.8% 2015 -1.3% 2014 45.5% Fund Manager information for JM Large Cap Fund
Name Since Tenure Satish Ramanathan 20 Aug 21 2.62 Yr. Asit Bhandarkar 5 Oct 17 6.49 Yr. Gurvinder Wasan 1 Dec 22 1.33 Yr. Data below for JM Large Cap Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Financial Services 24.02% Consumer Cyclical 13.79% Technology 12.88% Basic Materials 8.87% Utility 8.67% Industrials 7.36% Energy 7.24% Health Care 6.28% Consumer Defensive 4.87% Communication Services 1.45% Asset Allocation
Asset Class Value Cash 4.56% Equity 95.44% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 08 | LT7% ₹9 Cr 23,207
↑ 3,150 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 12 | HDFCBANK7% ₹8 Cr 56,672
↑ 16,400 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 24 | RELIANCE5% ₹6 Cr 20,000
↑ 20,000 ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 24 | ITC5% ₹6 Cr 135,000
↑ 135,000 Infosys Ltd (Technology)
Equity, Since 30 Apr 15 | INFY4% ₹5 Cr 33,398 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | ICICIBANK4% ₹5 Cr 45,287
↑ 20,000 State Bank of India (Financial Services)
Equity, Since 31 Oct 11 | SBIN4% ₹4 Cr 58,397
↑ 8,000 Tata Power Co Ltd (Utilities)
Equity, Since 29 Feb 24 | 5004003% ₹4 Cr 104,000 Bank of Baroda (Financial Services)
Equity, Since 30 Nov 22 | 5321343% ₹4 Cr 154,250 Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 29 Feb 24 | 5001243% ₹4 Cr 6,400
உங்கள் எப்படி என்பதை அறிய விரும்புகிறேன்SIP முதலீடு ஒரு குறிப்பிட்ட காலத்திற்கு நீங்கள் ஒரு குறிப்பிட்ட தொகையை மாதந்தோறும் முதலீடு செய்தால் வளருமா? நாங்கள் உங்களுக்கு ஒரு எடுத்துக்காட்டுடன் விளக்குவோம்.
எஸ்ஐபி கால்குலேட்டர்கள் வழக்கமாக ஒருவர் முதலீடு செய்ய விரும்பும் எஸ்ஐபி முதலீட்டு தொகை (இலக்கு), தேவைப்படும் முதலீட்டின் எண்ணிக்கை, எதிர்பார்க்கப்படும் போன்ற உள்ளீடுகளை எடுத்துக்கொள்கிறார்வீக்கம் விகிதங்கள் (இதைக் கணக்கிட வேண்டும்!) மற்றும் எதிர்பார்க்கப்படும் வருமானம். எனவே, ஒரு இலக்கை அடைய தேவையான SIP வருமானத்தை ஒருவர் கணக்கிட முடியும்!
நீங்கள் 10 ஆண்டுகளுக்கு 10,000 ரூபாய் முதலீடு செய்தால், உங்கள் SIP முதலீடு எவ்வாறு வளர்கிறது என்று பாருங்கள்-
மாத முதலீடு: ரூ .10,000
முதலீட்டு காலம்: 10 ஆண்டுகள்
முதலீடு செய்யப்பட்ட மொத்த தொகை: ரூ .12,00,000
நீண்ட கால வளர்ச்சி விகிதம் (தோராயமாக): 15%
படி எதிர்பார்க்கப்படும் வருமானம்sip கால்குலேட்டர்: INR 27,86,573
நிகர லாபம்: INR 15,86,573 (முழுமையான வருவாய்= 132.2%)
மேற்கூறிய கணக்கீடுகள் நீங்கள் 10 வருடங்களுக்கு 10,000 ரூபாய் முதலீடு செய்தால் (மொத்தம் INR12,00,000
) நீங்கள் சம்பாதிப்பீர்கள்INR 27,86,573
, அதாவது நீங்கள் செய்யும் நிகர லாபம்ரூ .15,86,573
. இது சிறந்ததல்லவா!
ஃபின்காஷ்.காமில் வாழ்நாள் முழுவதும் இலவச முதலீட்டு கணக்கைத் திறக்கவும்.
உங்கள் பதிவு மற்றும் KYC செயல்முறையை முடிக்கவும்
பதிவேற்ற ஆவணங்கள் (பான், ஆதார் போன்றவை).மேலும், நீங்கள் முதலீடு செய்யத் தயாராக உள்ளீர்கள்!
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