+91-22-4891390910 ఉత్తమ నిప్పాన్/రిలయన్స్ MF SIP మ్యూచువల్ ఫండ్‌లు 2022
రిలయన్స్SIP మ్యూచువల్ ఫండ్ అనువైన మార్గంమ్యూచువల్ ఫండ్స్‌లో పెట్టుబడి పెట్టండి, ముఖ్యంగా చాలా కాలం పాటు-టర్మ్ ప్లాన్. SIPలో, మీరు నిర్ణీత వ్యవధిలో చిన్న మొత్తాన్ని పెట్టుబడి పెట్టవచ్చు, ఇది సంవత్సరాలలో గణనీయమైన కార్పస్‌ను నిర్మించే అవకాశాన్ని సృష్టిస్తుంది.
రిలయన్స్ SIP ద్వారా మీరు పెట్టుబడి పెట్టాలనుకునే స్కీమ్‌లో ప్రతి నెలా కేవలం INR 100 మాత్రమే డిపాజిట్ చేయవచ్చు.పెట్టుబడి పెడుతున్నారు క్రమం తప్పకుండా ఒక చిన్న మొత్తం, మీరు కూడా మీ సాధించవచ్చుఆర్థిక లక్ష్యాలు సమయానికి. వంటి లక్ష్యాలుపదవీ విరమణ ప్రణాళిక, వివాహం, ఇల్లు/కారు కొనుగోలు మొదలైనవి SIP ద్వారా సాధించవచ్చు.
రిలయన్స్ SIP ఫండ్లలో ఎందుకు పెట్టుబడి పెట్టాలి?
SIP యొక్క కొన్ని ప్రధాన ప్రయోజనాలు-
- ఇది రూపాయి ధర సగటును అందిస్తుంది
- నుండి ప్రయోజనం పొందుతుందిసమ్మేళనం యొక్క శక్తి
- అవసరం లేదుసంత టైమింగ్
- యూనిట్‌కు తగ్గిన ఖర్చులు
ఇక్కడ పెట్టుబడి పెట్టడానికి ఆసక్తి ఉన్న పెట్టుబడిదారులు ఉత్తమ రిలయన్స్ SIPమ్యూచువల్ ఫండ్స్ ఈక్విటీ విభాగంలో. AUM వంటి పారామితులను తీసుకొని ఈ నిధులు షార్ట్‌లిస్ట్ చేయబడ్డాయి,కాదు, గత ప్రదర్శనలు, పీర్ సగటు రాబడి మొదలైనవి.
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ముఖ్యమైన సమాచారం
అక్టోబర్ 2019 నుండి,రిలయన్స్ మ్యూచువల్ ఫండ్ నిప్పాన్ ఇండియా మ్యూచువల్ ఫండ్‌గా పేరు మార్చబడింది. నిప్పాన్ లైఫ్ రిలయన్స్ నిప్పాన్ అసెట్ మేనేజ్‌మెంట్ (RNAM)లో మెజారిటీ (75%) వాటాలను కొనుగోలు చేసింది. నిర్మాణం మరియు నిర్వహణలో ఎలాంటి మార్పు లేకుండా కంపెనీ తన కార్యకలాపాలను కొనసాగిస్తుంది.
ఈక్విటీ ఫండ్స్ కోసం ఉత్తమ నిప్పన్ లేదా రిలయన్స్ మ్యూచువల్ ఫండ్ SIP
The primary investment objective of Reliance Japan Equity Fund is to provide long term capital appreciation to investors by primarily investing in equity and equity related securities of companies listed on the recognized stock exchanges of Japan and the secondary objective is to generate consistent returns by investing in debt and money market securities of India. However, there can be no assurance or guarantee that the investment objective of the scheme will be achieved. Below is the key information for Nippon India Japan Equity Fund Returns up to 1 year are on The primary investment objective of Reliance US Equity Opportunities Fund is to provide long term capital appreciation to investors by primarily investing in equity and equity related securities of companies listed on recognized stock exchanges in the US and the secondary objective is to generate consistent returns by investing in debt and money market securities in India. However, there can be no assurance or guarantee that the investment objective of the scheme will be achieved. Research Highlights for Nippon India US Equity Opportunites Fund Below is the key information for Nippon India US Equity Opportunites Fund Returns up to 1 year are on The primary investment objective of the scheme is to seek to generate consistent returns by investing in equity and equity related or fixed income securities of Pharma and other associated companies. Research Highlights for Nippon India Pharma Fund Below is the key information for Nippon India Pharma Fund Returns up to 1 year are on (Erstwhile Reliance Diversified Power Sector Fund) The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies in the power sector. Research Highlights for Nippon India Power and Infra Fund Below is the key information for Nippon India Power and Infra Fund Returns up to 1 year are on The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities. Research Highlights for Nippon India Small Cap Fund Below is the key information for Nippon India Small Cap Fund Returns up to 1 year are on (Erstwhile Reliance Quant Plus Fund) The investment objective of the scheme is to generate capital appreciation through investment in equity and equity related instruments. The scheme will seek to generate capital appreciation by investing in an active portfolio of stocks selected from Nifty 50 on the basis of a mathematical model. Research Highlights for Nippon India Quant Fund Below is the key information for Nippon India Quant Fund Returns up to 1 year are on (Erstwhile Reliance Equity Opportunities Fund) The primary investment objective of the scheme is to seek to generate capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity securities & equity related securities and the secondary objective is to generate consistent returns by investing in debt and money market securities. Research Highlights for Nippon India Multi Cap Fund Below is the key information for Nippon India Multi Cap Fund Returns up to 1 year are on (Erstwhile Reliance Regular Savings Fund - Equity Plan) The primary investment objective of this Option is to seek capital appreciation and/or to generate consistent returns by actively investing in equity/equity related securities. Research Highlights for Nippon India Value Fund Below is the key information for Nippon India Value Fund Returns up to 1 year are on The primary objective of the scheme is to generate long-term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments. However, there can be no assurance that the scheme’s
investment objective shall be achieved. Research Highlights for Nippon India Tax Saver Fund (ELSS) Below is the key information for Nippon India Tax Saver Fund (ELSS) 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 Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Nippon India Japan Equity Fund Growth ₹27.3587
↓ -0.11 ₹358 100 -0.4 8.7 23.9 22.2 9.4 19.8 Nippon India US Equity Opportunites Fund Growth ₹42.0998
↓ -0.39 ₹803 100 3.9 9.1 14.1 19.8 10.1 12.1 Nippon India Pharma Fund Growth ₹524.862
↓ -2.99 ₹9,166 100 -5.8 2.3 1.7 15.3 11.9 -3.3 Nippon India Power and Infra Fund Growth ₹340.989
↓ -6.74 ₹7,867 100 -9.6 -9.6 -3.6 14.5 16.5 -0.5 Nippon India Small Cap Fund Growth ₹167.295
↓ -4.10 ₹80,906 100 -5.6 -1.4 -2.1 11.8 15.5 -4.7 Nippon India Quant Fund Growth ₹66.7681
↓ -0.58 ₹108 100 -7.9 -7.2 -8.9 11.1 10.4 7.8 Nippon India Multi Cap Fund Growth ₹275.238
↓ -3.68 ₹53,767 100 -7.1 -7.6 -9.9 10.5 13.2 4.1 Nippon India Value Fund Growth ₹202.106
↓ -3.01 ₹8,479 100 -8.9 -9.9 -13.1 10.4 9.9 4.2 Nippon India Tax Saver Fund (ELSS) Growth ₹121.722
↓ -1.27 ₹14,096 500 -5.9 -6.4 -7.6 10.3 9 6 Nippon India Large Cap Fund Growth ₹83.4808
↓ -0.69 ₹51,296 100 -5.9 -7 -11.1 9.2 10 9.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Oct 26 Research Highlights & Commentary of 10 Funds showcased
Commentary Nippon India Japan Equity Fund Nippon India US Equity Opportunites Fund Nippon India Pharma Fund Nippon India Power and Infra Fund Nippon India Small Cap Fund Nippon India Quant Fund Nippon India Multi Cap Fund Nippon India Value Fund Nippon India Tax Saver Fund (ELSS) Nippon India Large Cap Fund Point 1 Bottom quartile AUM (₹358 Cr). Bottom quartile AUM (₹803 Cr). Upper mid AUM (₹9,166 Cr). Lower mid AUM (₹7,867 Cr). Highest AUM (₹80,906 Cr). Bottom quartile AUM (₹108 Cr). Top quartile AUM (₹53,767 Cr). Lower mid AUM (₹8,479 Cr). Upper mid AUM (₹14,096 Cr). Upper mid AUM (₹51,296 Cr). Point 2 Established history (12+ yrs). Established history (11+ yrs). Oldest track record among peers (22 yrs). Established history (22+ yrs). Established history (16+ yrs). Established history (18+ yrs). Established history (21+ yrs). Established history (21+ yrs). Established history (21+ yrs). Established history (19+ yrs). Point 3 Top rated. Not Rated. Rating: 2★ (lower mid). Rating: 4★ (top quartile). Rating: 4★ (upper mid). Rating: 2★ (lower mid). Rating: 2★ (bottom quartile). Not Rated. Rating: 3★ (upper mid). Rating: 4★ (upper mid). Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 9.44% (bottom quartile). 5Y return: 10.14% (lower mid). 5Y return: 11.86% (upper mid). 5Y return: 16.50% (top quartile). 5Y return: 15.54% (top quartile). 5Y return: 10.42% (upper mid). 5Y return: 13.21% (upper mid). 5Y return: 9.93% (bottom quartile). 5Y return: 8.96% (bottom quartile). 5Y return: 10.03% (lower mid). Point 6 3Y return: 22.23% (top quartile). 3Y return: 19.81% (top quartile). 3Y return: 15.32% (upper mid). 3Y return: 14.54% (upper mid). 3Y return: 11.78% (upper mid). 3Y return: 11.08% (lower mid). 3Y return: 10.45% (lower mid). 3Y return: 10.45% (bottom quartile). 3Y return: 10.34% (bottom quartile). 3Y return: 9.16% (bottom quartile). Point 7 1Y return: 23.89% (top quartile). 1Y return: 14.10% (top quartile). 1Y return: 1.71% (upper mid). 1Y return: -3.58% (upper mid). 1Y return: -2.12% (upper mid). 1Y return: -8.91% (lower mid). 1Y return: -9.88% (bottom quartile). 1Y return: -13.12% (bottom quartile). 1Y return: -7.60% (lower mid). 1Y return: -11.15% (bottom quartile). Point 8 Alpha: -4.80 (bottom quartile). Alpha: -8.32 (bottom quartile). Alpha: -2.12 (lower mid). Alpha: 9.86 (top quartile). Alpha: 1.80 (top quartile). Alpha: 0.84 (upper mid). Alpha: -3.54 (bottom quartile). Alpha: -3.09 (lower mid). Alpha: -0.28 (upper mid). Alpha: -1.77 (upper mid). Point 9 Sharpe: 1.24 (top quartile). Sharpe: 0.71 (top quartile). Sharpe: 0.57 (upper mid). Sharpe: 0.16 (upper mid). Sharpe: 0.25 (upper mid). Sharpe: -0.37 (bottom quartile). Sharpe: -0.36 (lower mid). Sharpe: -0.48 (bottom quartile). Sharpe: -0.33 (lower mid). Sharpe: -0.62 (bottom quartile). Point 10 Information ratio: -1.05 (bottom quartile). Information ratio: -1.58 (bottom quartile). Information ratio: -1.17 (bottom quartile). Information ratio: 0.45 (upper mid). Information ratio: -0.03 (lower mid). Information ratio: 0.89 (top quartile). Information ratio: 0.04 (lower mid). Information ratio: 0.60 (top quartile). Information ratio: 0.33 (upper mid). Information ratio: 0.42 (upper mid). Nippon India Japan Equity Fund
Nippon India US Equity Opportunites Fund
Nippon India Pharma Fund
Nippon India Power and Infra Fund
Nippon India Small Cap Fund
Nippon India Quant Fund
Nippon India Multi Cap Fund
Nippon India Value Fund
Nippon India Tax Saver Fund (ELSS)
Nippon India Large Cap Fund
ఆస్తులు >= 100 కోట్లు & క్రమబద్ధీకరించబడింది3 సంవత్సరంCAGR తిరిగి వస్తుంది.1. Nippon India Japan Equity Fund
Nippon India Japan Equity Fund
Growth Launch Date 26 Aug 14 NAV (23 Oct 26) ₹27.3587 ↓ -0.11 (-0.41 %) Net Assets (Cr) ₹358 on 30 Sep 26 Category Equity - Global AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 2.45 Sharpe Ratio 1.24 Information Ratio -1.05 Alpha Ratio -4.8 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 30 Sep 21 ₹10,000 30 Sep 22 ₹7,261 30 Sep 23 ₹8,830 30 Sep 24 ₹10,988 30 Sep 25 ₹12,484 30 Sep 26 ₹15,992 Returns for Nippon India Japan Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Oct 26 Duration Returns 1 Month -2.3% 3 Month -0.4% 6 Month 8.7% 1 Year 23.9% 3 Year 22.2% 5 Year 9.4% 10 Year 15 Year Since launch 9.8% Historical performance (Yearly) on absolute basis
Year Returns 2025 19.8% 2024 9.3% 2023 18.7% 2022 -15.3% 2021 5.7% 2020 2019 2018 2017 2016 Fund Manager information for Nippon India Japan Equity Fund
Name Since Tenure Kinjal Desai 25 May 18 8.28 Yr. Amber Singhania 11 Mar 26 0.48 Yr. Data below for Nippon India Japan Equity Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Industrials 27.39% Financial Services 15.8% Consumer Cyclical 11.46% Consumer Defensive 9.44% Technology 7.93% Communication Services 7.12% Basic Materials 5.59% Health Care 3.33% Real Estate 3.16% Asset Allocation
Asset Class Value Cash 8.79% Equity 91.21% Top Securities Holdings / Portfolio
Name Holding Value Quantity Recruit Holdings Co Ltd (Communication Services)
Equity, Since 30 Jun 23 | 60985% ₹18 Cr 16,100 Nippon Yusen Kabushiki Kaisha (Industrials)
Equity, Since 30 Jun 24 | 91014% ₹13 Cr 31,700 Kao Corp (Consumer Defensive)
Equity, Since 30 Jun 23 | 44524% ₹12 Cr 57,000 Bridgestone Corp (Consumer Cyclical)
Equity, Since 30 Jun 25 | 51084% ₹12 Cr 49,900 Nomura Holdings Inc (Financial Services)
Equity, Since 30 Jun 26 | 86043% ₹12 Cr 122,600 Hitachi Ltd (Industrials)
Equity, Since 31 Aug 14 | 65013% ₹12 Cr 36,500 Mitsubishi UFJ Financial Group Inc (Financial Services)
Equity, Since 31 Aug 14 | 83063% ₹12 Cr 53,700 ITOCHU Corp (Industrials)
Equity, Since 30 Jun 26 | 80013% ₹12 Cr 93,300 Terumo Corp (Healthcare)
Equity, Since 30 Jun 25 | 45433% ₹12 Cr 78,100 Keyence Corp (Technology)
Equity, Since 30 Jun 23 | 68613% ₹11 Cr 2,300 2. Nippon India US Equity Opportunites Fund
Nippon India US Equity Opportunites Fund
Growth Launch Date 23 Jul 15 NAV (22 Oct 26) ₹42.0998 ↓ -0.39 (-0.92 %) Net Assets (Cr) ₹803 on 30 Sep 26 Category Equity - Global AMC Nippon Life Asset Management Ltd. Rating Risk High Expense Ratio 2.38 Sharpe Ratio 0.71 Information Ratio -1.58 Alpha Ratio -8.32 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 30 Sep 21 ₹10,000 30 Sep 22 ₹8,140 30 Sep 23 ₹9,987 30 Sep 24 ₹13,038 30 Sep 25 ₹14,964 30 Sep 26 ₹17,219 Returns for Nippon India US Equity Opportunites Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Oct 26 Duration Returns 1 Month -1.3% 3 Month 3.9% 6 Month 9.1% 1 Year 14.1% 3 Year 19.8% 5 Year 10.1% 10 Year 15 Year Since launch 13.6% Historical performance (Yearly) on absolute basis
Year Returns 2025 12.1% 2024 21.3% 2023 32.4% 2022 -19% 2021 22.2% 2020 22.4% 2019 31.8% 2018 7.7% 2017 16.9% 2016 8.2% Fund Manager information for Nippon India US Equity Opportunites Fund
Name Since Tenure Kinjal Desai 25 May 18 8.28 Yr. Amber Singhania 11 Mar 26 0.48 Yr. Data below for Nippon India US Equity Opportunites Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Technology 26.99% Consumer Cyclical 15.57% Communication Services 15.35% Financial Services 13.51% Health Care 13.48% Basic Materials 2.89% Industrials 0.93% Asset Allocation
Asset Class Value Cash 11.29% Equity 88.71% Top Securities Holdings / Portfolio
Name Holding Value Quantity Alphabet Inc Class A (Communication Services)
Equity, Since 31 Jul 15 | GOOGL7% ₹57 Cr 17,698 Taiwan Semiconductor Manufacturing Co Ltd ADR (Technology)
Equity, Since 31 Jan 23 | TSFA6% ₹51 Cr 12,986 Amazon.com Inc (Consumer Cyclical)
Equity, Since 31 Mar 19 | AMZN6% ₹51 Cr 20,531 IQVIA Holdings Inc (Healthcare)
Equity, Since 28 Feb 17 | IQV6% ₹47 Cr 18,782 Microsoft Corp (Technology)
Equity, Since 30 Nov 18 | MSFT6% ₹46 Cr 9,433 Meta Platforms Inc Class A (Communication Services)
Equity, Since 31 Oct 16 | META5% ₹44 Cr 8,008 Charles Schwab Corp (Financial Services)
Equity, Since 31 Jul 22 | SCHW5% ₹43 Cr 40,691 Applied Materials Inc (Technology)
Equity, Since 31 Jan 25 | AMAT5% ₹40 Cr 9,120 Booking Holdings Inc (Consumer Cyclical)
Equity, Since 31 Jul 15 | BKNG5% ₹37 Cr 19,625 Visa Inc Class A (Financial Services)
Equity, Since 31 Jan 17 | V4% ₹34 Cr 9,396 3. Nippon India Pharma Fund
Nippon India Pharma Fund
Growth Launch Date 5 Jun 04 NAV (23 Oct 26) ₹524.862 ↓ -2.99 (-0.57 %) Net Assets (Cr) ₹9,166 on 30 Sep 26 Category Equity - Sectoral AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk High Expense Ratio 1.81 Sharpe Ratio 0.57 Information Ratio -1.17 Alpha Ratio -2.12 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 30 Sep 21 ₹10,000 30 Sep 22 ₹9,173 30 Sep 23 ₹11,457 30 Sep 24 ₹16,998 30 Sep 25 ₹16,124 30 Sep 26 ₹18,200 Returns for Nippon India Pharma Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Oct 26 Duration Returns 1 Month -9.2% 3 Month -5.8% 6 Month 2.3% 1 Year 1.7% 3 Year 15.3% 5 Year 11.9% 10 Year 15 Year Since launch 19.4% Historical performance (Yearly) on absolute basis
Year Returns 2025 -3.3% 2024 34% 2023 39.2% 2022 -9.9% 2021 23.9% 2020 66.4% 2019 1.7% 2018 3.6% 2017 7.6% 2016 -10.6% Fund Manager information for Nippon India Pharma Fund
Name Since Tenure Sailesh Raj Bhan 1 Apr 05 21.43 Yr. Kinjal Desai 25 May 18 8.28 Yr. Amber Singhania 11 Mar 26 0.48 Yr. Data below for Nippon India Pharma Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Health Care 98% Asset Allocation
Asset Class Value Cash 2% Equity 98% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 09 | SUNPHARMA12% ₹1,172 Cr 5,906,349
↓ -300,000 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB7% ₹663 Cr 700,754
↓ -50,000 Lupin Ltd (Healthcare)
Equity, Since 31 Aug 08 | 5002576% ₹609 Cr 2,783,991 Cipla Ltd (Healthcare)
Equity, Since 31 May 08 | 5000876% ₹577 Cr 4,095,054
↑ 300,000 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Sep 20 | APOLLOHOSP5% ₹488 Cr 548,795 Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 30 Jun 11 | DRREDDY5% ₹468 Cr 4,049,746 Mankind Pharma Ltd (Healthcare)
Equity, Since 30 Apr 23 | MANKIND4% ₹388 Cr 1,603,562
↑ 199,133 Sai Life Sciences Ltd (Healthcare)
Equity, Since 31 Dec 24 | SAILIFE4% ₹373 Cr 2,555,745 Ajanta Pharma Ltd (Healthcare)
Equity, Since 30 Apr 22 | 5323313% ₹329 Cr 913,918 GlaxoSmithKline Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Aug 22 | GLAXO3% ₹314 Cr 1,029,460
↑ 100,619 4. Nippon India Power and Infra Fund
Nippon India Power and Infra Fund
Growth Launch Date 8 May 04 NAV (23 Oct 26) ₹340.989 ↓ -6.74 (-1.94 %) Net Assets (Cr) ₹7,867 on 30 Sep 26 Category Equity - Sectoral AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 1.84 Sharpe Ratio 0.16 Information Ratio 0.45 Alpha Ratio 9.86 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 30 Sep 21 ₹10,000 30 Sep 22 ₹10,577 30 Sep 23 ₹15,028 30 Sep 24 ₹24,578 30 Sep 25 ₹22,234 30 Sep 26 ₹23,786 Returns for Nippon India Power and Infra Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Oct 26 Duration Returns 1 Month -10.4% 3 Month -9.6% 6 Month -9.6% 1 Year -3.6% 3 Year 14.5% 5 Year 16.5% 10 Year 15 Year Since launch 17% Historical performance (Yearly) on absolute basis
Year Returns 2025 -0.5% 2024 26.9% 2023 58% 2022 10.9% 2021 48.9% 2020 10.8% 2019 -2.9% 2018 -21.1% 2017 61.7% 2016 0.1% Fund Manager information for Nippon India Power and Infra Fund
Name Since Tenure Kinjal Desai 25 May 18 8.28 Yr. Rahul Modi 19 Aug 24 2.04 Yr. Amber Singhania 11 Mar 26 0.48 Yr. Data below for Nippon India Power and Infra Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Industrials 39.33% Utility 19.66% Consumer Cyclical 11.2% Energy 8.76% Basic Materials 6.98% Technology 3.77% Financial Services 3.29% Communication Services 2.29% Real Estate 1.79% Health Care 1.44% Asset Allocation
Asset Class Value Cash 1.49% Equity 98.51% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE7% ₹595 Cr 4,660,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 07 | LT7% ₹544 Cr 1,344,337
↓ -52,621 NTPC Ltd (Utilities)
Equity, Since 31 May 09 | 5325555% ₹413 Cr 12,600,000 NTPC Green Energy Ltd (Utilities)
Equity, Since 30 Nov 24 | NTPCGREEN4% ₹311 Cr 34,785,607
↑ 2,037,961 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 24 | 5001033% ₹283 Cr 6,400,000 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 20 | HAL2% ₹188 Cr 392,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 18 | BHARTIARTL2% ₹187 Cr 1,030,000 Triveni Turbine Ltd (Industrials)
Equity, Since 30 Jun 25 | 5336552% ₹179 Cr 3,103,288
↑ 50,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | 5325382% ₹172 Cr 150,000 Ambuja Cements Ltd (Basic Materials)
Equity, Since 31 Mar 26 | 5004252% ₹168 Cr 4,188,394 5. Nippon India Small Cap Fund
Nippon India Small Cap Fund
Growth Launch Date 16 Sep 10 NAV (23 Oct 26) ₹167.295 ↓ -4.10 (-2.39 %) Net Assets (Cr) ₹80,906 on 30 Sep 26 Category Equity - Small Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.41 Sharpe Ratio 0.25 Information Ratio -0.03 Alpha Ratio 1.8 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 30 Sep 21 ₹10,000 30 Sep 22 ₹11,169 30 Sep 23 ₹15,121 30 Sep 24 ₹22,454 30 Sep 25 ₹20,439 30 Sep 26 ₹22,312 Returns for Nippon India Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Oct 26 Duration Returns 1 Month -10.1% 3 Month -5.6% 6 Month -1.4% 1 Year -2.1% 3 Year 11.8% 5 Year 15.5% 10 Year 15 Year Since launch 19.1% Historical performance (Yearly) on absolute basis
Year Returns 2025 -4.7% 2024 26.1% 2023 48.9% 2022 6.5% 2021 74.3% 2020 29.2% 2019 -2.5% 2018 -16.7% 2017 63% 2016 5.6% Fund Manager information for Nippon India Small Cap Fund
Name Since Tenure Samir Rachh 2 Jan 17 9.67 Yr. Kinjal Desai 25 May 18 8.28 Yr. Amber Singhania 11 Mar 26 0.48 Yr. Data below for Nippon India Small Cap Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Industrials 23.06% Financial Services 16.23% Consumer Cyclical 15.15% Basic Materials 10.92% Health Care 9.29% Consumer Defensive 8.8% Technology 7.61% Utility 3.4% Communication Services 1.13% Energy 0.86% Real Estate 0.82% Asset Allocation
Asset Class Value Cash 2.73% Equity 97.27% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 22 | 5001032% ₹1,528 Cr 34,508,595 TD Power Systems Ltd (Industrials)
Equity, Since 31 Dec 15 | TDPOWERSYS2% ₹1,500 Cr 19,307,704 Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS2% ₹1,431 Cr 808,204
↓ -32,551 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK2% ₹1,415 Cr 19,954,929 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | 5900031% ₹1,109 Cr 31,907,252 State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN1% ₹1,060 Cr 10,000,000 Sundaram Fasteners Ltd (Consumer Cyclical)
Equity, Since 30 Apr 24 | SUNDRMFAST1% ₹1,026 Cr 8,522,020
↑ 288,665 ACME Solar Holdings Ltd (Utilities)
Equity, Since 30 Nov 24 | ACMESOLAR1% ₹984 Cr 24,487,415 Sai Life Sciences Ltd (Healthcare)
Equity, Since 31 Dec 24 | SAILIFE1% ₹958 Cr 6,563,832 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX1% ₹952 Cr 2,800,000 6. Nippon India Quant Fund
Nippon India Quant Fund
Growth Launch Date 18 Apr 08 NAV (23 Oct 26) ₹66.7681 ↓ -0.58 (-0.87 %) Net Assets (Cr) ₹108 on 30 Sep 26 Category Equity - Sectoral AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 0.95 Sharpe Ratio -0.37 Information Ratio 0.89 Alpha Ratio 0.84 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Months (0.25%),1 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹10,168 30 Sep 23 ₹12,535 30 Sep 24 ₹18,486 30 Sep 25 ₹17,846 30 Sep 26 ₹17,433 Returns for Nippon India Quant Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Oct 26 Duration Returns 1 Month -6.9% 3 Month -7.9% 6 Month -7.2% 1 Year -8.9% 3 Year 11.1% 5 Year 10.4% 10 Year 15 Year Since launch 10.8% Historical performance (Yearly) on absolute basis
Year Returns 2025 7.8% 2024 19.9% 2023 35.1% 2022 7.4% 2021 31.3% 2020 16.7% 2019 4.9% 2018 -3.1% 2017 30.6% 2016 4.6% Fund Manager information for Nippon India Quant Fund
Name Since Tenure Kinjal Desai 25 May 18 8.28 Yr. Shirish Guthe 16 Feb 26 0.54 Yr. Amber Singhania 11 Mar 26 0.48 Yr. Data below for Nippon India Quant Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Financial Services 26.1% Consumer Cyclical 17.87% Industrials 13.77% Technology 9.27% Health Care 6.28% Communication Services 6.18% Utility 4.6% Basic Materials 4.01% Consumer Defensive 3.94% Energy 3.62% Real Estate 2.73% Asset Allocation
Asset Class Value Cash 1.63% Equity 98.37% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 19 | ICICIBANK7% ₹9 Cr 60,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK7% ₹8 Cr 109,923 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 21 | LT4% ₹5 Cr 11,857 Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Apr 26 | DIXON4% ₹4 Cr 2,850 Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 19 | RELIANCE4% ₹4 Cr 33,000 Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Jun 26 | DIVISLAB4% ₹4 Cr 4,440 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jul 24 | BHARTIARTL3% ₹4 Cr 22,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Jun 26 | ETERNAL3% ₹4 Cr 116,891 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5000343% ₹4 Cr 34,891 Infosys Ltd (Technology)
Equity, Since 31 Jan 20 | INFY3% ₹4 Cr 32,071 7. Nippon India Multi Cap Fund
Nippon India Multi Cap Fund
Growth Launch Date 28 Mar 05 NAV (23 Oct 26) ₹275.238 ↓ -3.68 (-1.32 %) Net Assets (Cr) ₹53,767 on 30 Sep 26 Category Equity - Multi Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 1.51 Sharpe Ratio -0.36 Information Ratio 0.04 Alpha Ratio -3.54 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 30 Sep 21 ₹10,000 30 Sep 22 ₹11,207 30 Sep 23 ₹14,455 30 Sep 24 ₹21,069 30 Sep 25 ₹20,407 30 Sep 26 ₹19,850 Returns for Nippon India Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Oct 26 Duration Returns 1 Month -8.1% 3 Month -7.1% 6 Month -7.6% 1 Year -9.9% 3 Year 10.5% 5 Year 13.2% 10 Year 15 Year Since launch 16.6% Historical performance (Yearly) on absolute basis
Year Returns 2025 4.1% 2024 25.8% 2023 38.1% 2022 14.1% 2021 48.9% 2020 0% 2019 2.2% 2018 -2.2% 2017 40.9% 2016 -6.7% Fund Manager information for Nippon India Multi Cap Fund
Name Since Tenure Sailesh Raj Bhan 31 Mar 05 21.43 Yr. Kinjal Desai 25 May 18 8.28 Yr. Amber Singhania 11 Mar 26 0.48 Yr. Yatin Matta 3 Sep 26 0 Yr. Data below for Nippon India Multi Cap Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Financial Services 27.58% Consumer Cyclical 21.96% Industrials 14.21% Health Care 9.66% Technology 7.58% Utility 5.28% Consumer Defensive 5.13% Basic Materials 4.82% Energy 1.72% Communication Services 1.29% Asset Allocation
Asset Class Value Cash 0.76% Equity 99.24% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK7% ₹3,740 Cr 52,749,376 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 15 | 5322155% ₹2,891 Cr 22,240,351 Infosys Ltd (Technology)
Equity, Since 30 Apr 09 | INFY3% ₹1,932 Cr 17,039,713
↓ -2,000,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK3% ₹1,758 Cr 12,093,364
↓ -5,000,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 10 | LT2% ₹1,009 Cr 2,494,471 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | MOTHERSON2% ₹995 Cr 58,282,195 Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Apr 25 | SWIGGY2% ₹989 Cr 35,095,161 NTPC Ltd (Utilities)
Equity, Since 30 Jun 23 | 5325552% ₹974 Cr 29,762,573 Linde India Ltd (Basic Materials)
Equity, Since 31 May 13 | 5234572% ₹973 Cr 1,524,539 GE Vernova T&D India Ltd (Industrials)
Equity, Since 31 May 12 | 5222752% ₹969 Cr 2,179,561 8. Nippon India Value Fund
Nippon India Value Fund
Growth Launch Date 8 Jun 05 NAV (23 Oct 26) ₹202.106 ↓ -3.01 (-1.47 %) Net Assets (Cr) ₹8,479 on 30 Sep 26 Category Equity - Value AMC Nippon Life Asset Management Ltd. Rating Risk Moderately High Expense Ratio 1.83 Sharpe Ratio -0.48 Information Ratio 0.6 Alpha Ratio -3.09 Min Investment 500 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 30 Sep 21 ₹10,000 30 Sep 22 ₹10,075 30 Sep 23 ₹12,491 30 Sep 24 ₹19,361 30 Sep 25 ₹18,293 30 Sep 26 ₹17,350 Returns for Nippon India Value Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Oct 26 Duration Returns 1 Month -8.1% 3 Month -8.9% 6 Month -9.9% 1 Year -13.1% 3 Year 10.4% 5 Year 9.9% 10 Year 15 Year Since launch 15.1% Historical performance (Yearly) on absolute basis
Year Returns 2025 4.2% 2024 22.3% 2023 42.4% 2022 4.8% 2021 39.4% 2020 16.3% 2019 5.7% 2018 -8.4% 2017 45.7% 2016 -1.6% Fund Manager information for Nippon India Value Fund
Name Since Tenure Meenakshi Dawar 7 May 18 8.33 Yr. Dhrumil Shah 1 Jan 23 3.67 Yr. Kinjal Desai 25 May 18 8.28 Yr. Amber Singhania 11 Mar 26 0.48 Yr. Data below for Nippon India Value Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Financial Services 35.54% Technology 13.4% Consumer Cyclical 12.57% Industrials 8.04% Utility 6.79% Basic Materials 6.72% Energy 4.57% Health Care 4.38% Communication Services 3.16% Consumer Defensive 2.81% Real Estate 0.27% Asset Allocation
Asset Class Value Cash 1.76% Equity 98.24% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | HDFCBANK7% ₹620 Cr 8,749,200
↓ -400,000 State Bank of India (Financial Services)
Equity, Since 28 Feb 15 | SBIN5% ₹409 Cr 3,861,159
↓ -150,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 5322154% ₹343 Cr 2,635,825
↑ 300,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 18 | ICICIBANK3% ₹313 Cr 2,154,797 NTPC Ltd (Utilities)
Equity, Since 31 May 22 | 5325553% ₹309 Cr 9,434,650 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 25 | KOTAKBANK3% ₹279 Cr 6,650,000 IndusInd Bank Ltd (Financial Services)
Equity, Since 31 May 23 | INDUSINDBK3% ₹257 Cr 2,530,698
↓ -200,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 18 | RELIANCE3% ₹245 Cr 1,920,396 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 18 | BHARTIARTL3% ₹239 Cr 1,321,337 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Nov 23 | 5001032% ₹226 Cr 5,106,741 9. Nippon India Tax Saver Fund (ELSS)
Nippon India Tax Saver Fund (ELSS)
Growth Launch Date 21 Sep 05 NAV (23 Oct 26) ₹121.722 ↓ -1.27 (-1.03 %) Net Assets (Cr) ₹14,096 on 30 Sep 26 Category Equity - ELSS AMC Nippon Life Asset Management Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 1.7 Sharpe Ratio -0.33 Information Ratio 0.33 Alpha Ratio -0.28 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹10,076 30 Sep 23 ₹12,124 30 Sep 24 ₹17,455 30 Sep 25 ₹16,554 30 Sep 26 ₹16,363 Returns for Nippon India Tax Saver Fund (ELSS)
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Oct 26 Duration Returns 1 Month -5.9% 3 Month -5.9% 6 Month -6.4% 1 Year -7.6% 3 Year 10.3% 5 Year 9% 10 Year 15 Year Since launch 12.6% Historical performance (Yearly) on absolute basis
Year Returns 2025 6% 2024 17.6% 2023 28.6% 2022 6.9% 2021 37.6% 2020 -0.4% 2019 1.5% 2018 -20.7% 2017 46% 2016 4.2% Fund Manager information for Nippon India Tax Saver Fund (ELSS)
Name Since Tenure Rupesh Patel 1 Jul 21 5.17 Yr. Ritesh Rathod 19 Aug 24 2.04 Yr. Kinjal Desai 25 May 18 8.28 Yr. Amber Singhania 11 Mar 26 0.48 Yr. Data below for Nippon India Tax Saver Fund (ELSS) as on 30 Sep 26
Equity Sector Allocation
Sector Value Financial Services 34.91% Consumer Cyclical 15.52% Consumer Defensive 9.08% Industrials 8.55% Health Care 7.85% Utility 6.69% Energy 4.81% Communication Services 4.67% Technology 4.27% Basic Materials 2.32% Asset Allocation
Asset Class Value Cash 1.34% Equity 98.66% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | ICICIBANK7% ₹1,091 Cr 7,500,000
↓ -500,000 HDFC Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | HDFCBANK7% ₹971 Cr 13,700,000
↑ 1,500,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 20 | 5322154% ₹611 Cr 4,700,000 State Bank of India (Financial Services)
Equity, Since 31 Dec 13 | SBIN4% ₹519 Cr 4,900,000 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | MOTHERSON3% ₹512 Cr 30,000,000
↓ -5,000,000 NTPC Ltd (Utilities)
Equity, Since 28 Feb 19 | 5325553% ₹458 Cr 14,000,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 20 | RELIANCE3% ₹434 Cr 3,400,000 Infosys Ltd (Technology)
Equity, Since 31 Mar 20 | INFY3% ₹431 Cr 3,800,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 26 | BHARTIARTL3% ₹415 Cr 2,290,000 Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 31 Jul 21 | RADICO3% ₹381 Cr 850,000 10. Nippon India Large Cap Fund
Nippon India Large Cap Fund
Growth Launch Date 8 Aug 07 NAV (23 Oct 26) ₹83.4808 ↓ -0.69 (-0.82 %) Net Assets (Cr) ₹51,296 on 30 Sep 26 Category Equity - Large Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.5 Sharpe Ratio -0.62 Information Ratio 0.42 Alpha Ratio -1.77 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 30 Sep 21 ₹10,000 30 Sep 22 ₹10,475 30 Sep 23 ₹13,105 30 Sep 24 ₹18,235 30 Sep 25 ₹18,051 30 Sep 26 ₹16,905 Returns for Nippon India Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Oct 26 Duration Returns 1 Month -5.2% 3 Month -5.9% 6 Month -7% 1 Year -11.1% 3 Year 9.2% 5 Year 10% 10 Year 15 Year Since launch 11.7% Historical performance (Yearly) on absolute basis
Year Returns 2025 9.2% 2024 18.2% 2023 32.1% 2022 11.3% 2021 32.4% 2020 4.9% 2019 7.3% 2018 -0.2% 2017 38.4% 2016 2.2% Fund Manager information for Nippon India Large Cap Fund
Name Since Tenure Sailesh Raj Bhan 8 Aug 07 19.08 Yr. Kinjal Desai 25 May 18 8.28 Yr. Bhavik Dave 19 Aug 24 2.04 Yr. Amber Singhania 11 Mar 26 0.48 Yr. Data below for Nippon India Large Cap Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Financial Services 34.44% Consumer Cyclical 16.8% Consumer Defensive 11.09% Technology 10.13% Industrials 7.98% Health Care 7.42% Energy 4.86% Utility 4.36% Basic Materials 2.37% Communication Services 0.23% Asset Allocation
Asset Class Value Cash 0.32% Equity 99.68% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK9% ₹4,685 Cr 66,080,734 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK7% ₹3,635 Cr 25,000,000
↓ -2,000,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | 5322155% ₹2,862 Cr 22,015,542
↑ 1,000,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE4% ₹2,227 Cr 17,441,139 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT4% ₹2,001 Cr 4,947,774 Infosys Ltd (Technology)
Equity, Since 30 Sep 07 | INFY4% ₹1,967 Cr 17,349,771 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 24 | TCS4% ₹1,919 Cr 8,000,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Dec 21 | 5000343% ₹1,748 Cr 16,534,184 State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN3% ₹1,599 Cr 15,082,107
↑ 2,500,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | M&M3% ₹1,582 Cr 4,821,580
SIP పెట్టుబడి ఎలా పెరుగుతుంది?
మీది ఎలాగో తెలుసుకోవాలనుకుంటున్నారుSIP పెట్టుబడి మీరు నిర్దిష్ట కాలానికి నెలవారీ కొంత మొత్తాన్ని పెట్టుబడి పెడితే పెరుగుతుందా? మేము మీకు ఒక ఉదాహరణతో వివరిస్తాము.
SIP కాలిక్యులేటర్ లేదా SIP రిటర్న్ కాలిక్యులేటర్
SIP కాలిక్యులేటర్లు సాధారణంగా SIP పెట్టుబడి మొత్తం (లక్ష్యం) పెట్టుబడి పెట్టాలని కోరుకునే ఇన్‌పుట్‌లను తీసుకుంటాయి, ఎన్ని సంవత్సరాల పెట్టుబడి అవసరం, ఊహించినవిద్రవ్యోల్బణం రేట్లు (దీనిని పరిగణనలోకి తీసుకోవాలి!) మరియు ఆశించిన రాబడి. అందువల్ల, ఒక లక్ష్యాన్ని సాధించడానికి అవసరమైన SIP రాబడిని లెక్కించవచ్చు!
మీరు INR 10 పెట్టుబడి పెడితే, అనుకుందాం.000 10 సంవత్సరాల పాటు, మీ SIP పెట్టుబడి ఎలా పెరుగుతుందో చూడండి-
నెలవారీ పెట్టుబడి: INR 10,000
పెట్టుబడి కాలం: 10 సంవత్సరాల
పెట్టుబడి పెట్టబడిన మొత్తం: INR 12,00,000
దీర్ఘకాలిక వృద్ధి రేటు (సుమారుగా): 15%
అంచనా ప్రకారం రాబడులుసిప్ కాలిక్యులేటర్: INR 27,86,573
నికర లాభం: INR 15,86,573 (సంపూర్ణ రాబడి= 132.2%)
మీరు 10 సంవత్సరాల పాటు నెలవారీ INR 10,000 పెట్టుబడి పెడితే (మొత్తం INR) అని పై లెక్కలు చూపిస్తున్నాయి12,00,000) మీరు సంపాదిస్తారుINR 27,86,573, అంటే మీరు చేసే నికర లాభంINR 15,86,573. ఇది గొప్పది కాదా!
నిప్పాన్ ఇండియా మ్యూచువల్ ఫండ్ ఆన్‌లైన్‌లో ఎలా పెట్టుబడి పెట్టాలి?
Fincash.comలో జీవితకాలం కోసం ఉచిత పెట్టుబడి ఖాతాను తెరవండి.
మీ రిజిస్ట్రేషన్ మరియు KYC ప్రక్రియను పూర్తి చేయండి
పత్రాలను అప్‌లోడ్ చేయండి (పాన్, ఆధార్, మొదలైనవి).మరియు, మీరు పెట్టుబడి పెట్టడానికి సిద్ధంగా ఉన్నారు!
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