+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
(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. 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 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 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 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 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 (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 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. Research Highlights for Nippon India Japan Equity Fund Below is the key information for Nippon India Japan Equity 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 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 The primary investment objective of the Scheme is to seek to generate continuous returns by actively investing in equity and equity related securities of
companies in the Banking Sector and companies engaged in allied activities related to Banking Sector. The AMC will have the discretion to completely or
partially invest in any of the type of securities stated above with a view to maximize the returns or on defensive considerations. However, there can be no
assurance that the investment objective of the Scheme will be realized, as actual market movements may be at variance with anticipated trends. Research Highlights for Nippon India Banking Fund Below is the key information for Nippon India Banking 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 Power and Infra Fund Growth ₹387.566
↓ -0.63 ₹6,534 100 12.7 10.9 21.3 27.1 25.7 -0.5 Nippon India Pharma Fund Growth ₹537.832
↑ 1.49 ₹7,898 100 8.4 5.2 10.9 23.6 13.6 -3.3 Nippon India Small Cap Fund Growth ₹175.952
↓ -0.26 ₹61,809 100 9.1 4.3 15.2 21.6 22.6 -4.7 Nippon India Value Fund Growth ₹227.6
↓ -1.15 ₹7,993 100 -0.6 -1.4 7.2 21 18.2 4.2 Nippon India US Equity Opportunites Fund Growth ₹39.7033
↓ -0.15 ₹679 100 7 8.8 22.2 20.5 10.3 12.1 Nippon India Multi Cap Fund Growth ₹302.494
↓ -1.18 ₹46,321 100 2.3 0.4 10.4 20.4 21.5 4.1 Nippon India Japan Equity Fund Growth ₹26.429
↓ -0.08 ₹291 100 10.7 18.5 35.7 19.4 9.7 19.8 Nippon India Quant Fund Growth ₹72.3184
↓ -0.63 ₹100 100 -2.7 -0.2 6.8 18 16 7.8 Nippon India Tax Saver Fund (ELSS) Growth ₹130.214
↓ -0.64 ₹13,422 500 0.3 -0.4 7.9 17.2 15.3 6 Nippon India Banking Fund Growth ₹637.592
↓ -4.17 ₹6,721 100 -3.5 -1.9 5.9 15.9 16.4 17.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 May 26 Research Highlights & Commentary of 10 Funds showcased
Commentary Nippon India Power and Infra Fund Nippon India Pharma Fund Nippon India Small Cap Fund Nippon India Value Fund Nippon India US Equity Opportunites Fund Nippon India Multi Cap Fund Nippon India Japan Equity Fund Nippon India Quant Fund Nippon India Tax Saver Fund (ELSS) Nippon India Banking Fund Point 1 Lower mid AUM (₹6,534 Cr). Upper mid AUM (₹7,898 Cr). Highest AUM (₹61,809 Cr). Upper mid AUM (₹7,993 Cr). Bottom quartile AUM (₹679 Cr). Top quartile AUM (₹46,321 Cr). Bottom quartile AUM (₹291 Cr). Bottom quartile AUM (₹100 Cr). Upper mid AUM (₹13,422 Cr). Lower mid AUM (₹6,721 Cr). Point 2 Oldest track record among peers (22 yrs). Established history (21+ yrs). Established history (15+ yrs). Established history (20+ yrs). Established history (10+ yrs). Established history (21+ yrs). Established history (11+ yrs). Established history (18+ yrs). Established history (20+ yrs). Established history (22+ yrs). Point 3 Top rated. Rating: 2★ (lower mid). Rating: 4★ (top quartile). Not Rated. Not Rated. Rating: 2★ (lower mid). Rating: 4★ (upper mid). Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Rating: 3★ (upper mid). Point 4 Risk profile: High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Point 5 5Y return: 25.67% (top quartile). 5Y return: 13.58% (bottom quartile). 5Y return: 22.65% (top quartile). 5Y return: 18.18% (upper mid). 5Y return: 10.27% (bottom quartile). 5Y return: 21.54% (upper mid). 5Y return: 9.70% (bottom quartile). 5Y return: 15.98% (lower mid). 5Y return: 15.29% (lower mid). 5Y return: 16.36% (upper mid). Point 6 3Y return: 27.07% (top quartile). 3Y return: 23.65% (top quartile). 3Y return: 21.60% (upper mid). 3Y return: 20.95% (upper mid). 3Y return: 20.50% (upper mid). 3Y return: 20.38% (lower mid). 3Y return: 19.39% (lower mid). 3Y return: 17.99% (bottom quartile). 3Y return: 17.21% (bottom quartile). 3Y return: 15.92% (bottom quartile). Point 7 1Y return: 21.29% (upper mid). 1Y return: 10.88% (upper mid). 1Y return: 15.22% (upper mid). 1Y return: 7.23% (bottom quartile). 1Y return: 22.16% (top quartile). 1Y return: 10.45% (lower mid). 1Y return: 35.68% (top quartile). 1Y return: 6.76% (bottom quartile). 1Y return: 7.93% (lower mid). 1Y return: 5.85% (bottom quartile). Point 8 Alpha: -0.88 (bottom quartile). Alpha: 0.02 (lower mid). Alpha: 0.92 (upper mid). Alpha: -0.79 (lower mid). Alpha: -17.98 (bottom quartile). Alpha: 0.48 (upper mid). Alpha: -4.62 (bottom quartile). Alpha: 2.65 (top quartile). Alpha: 0.39 (upper mid). Alpha: 3.70 (top quartile). Point 9 Sharpe: -0.19 (upper mid). Sharpe: -0.25 (upper mid). Sharpe: -0.42 (bottom quartile). Sharpe: -0.54 (bottom quartile). Sharpe: 0.31 (top quartile). Sharpe: -0.40 (lower mid). Sharpe: 1.45 (top quartile). Sharpe: -0.32 (lower mid). Sharpe: -0.45 (bottom quartile). Sharpe: -0.29 (upper mid). Point 10 Information ratio: 0.38 (lower mid). Information ratio: -0.77 (bottom quartile). Information ratio: -0.21 (lower mid). Information ratio: 1.54 (top quartile). Information ratio: -1.36 (bottom quartile). Information ratio: 0.49 (upper mid). Information ratio: -1.24 (bottom quartile). Information ratio: 1.28 (top quartile). Information ratio: 0.55 (upper mid). Information ratio: 0.73 (upper mid). Nippon India Power and Infra Fund
Nippon India Pharma Fund
Nippon India Small Cap Fund
Nippon India Value Fund
Nippon India US Equity Opportunites Fund
Nippon India Multi Cap Fund
Nippon India Japan Equity Fund
Nippon India Quant Fund
Nippon India Tax Saver Fund (ELSS)
Nippon India Banking Fund
ఆస్తులు >= 100 కోట్లు & క్రమబద్ధీకరించబడింది3 సంవత్సరంCAGR తిరిగి వస్తుంది.1. Nippon India Power and Infra Fund
Nippon India Power and Infra Fund
Growth Launch Date 8 May 04 NAV (08 May 26) ₹387.566 ↓ -0.63 (-0.16 %) Net Assets (Cr) ₹6,534 on 31 Mar 26 Category Equity - Sectoral AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 1.85 Sharpe Ratio -0.19 Information Ratio 0.38 Alpha Ratio -0.88 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 Apr 21 ₹10,000 30 Apr 22 ₹12,756 30 Apr 23 ₹15,368 30 Apr 24 ₹27,201 30 Apr 25 ₹27,073 30 Apr 26 ₹31,533 Returns for Nippon India Power and Infra Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 May 26 Duration Returns 1 Month 12% 3 Month 12.7% 6 Month 10.9% 1 Year 21.3% 3 Year 27.1% 5 Year 25.7% 10 Year 15 Year Since launch 18.1% 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 7.86 Yr. Rahul Modi 19 Aug 24 1.62 Yr. Amber Singhania 11 Mar 26 0.06 Yr. Data below for Nippon India Power and Infra Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Industrials 33.96% Utility 23.84% Energy 10.82% Consumer Cyclical 10.6% Basic Materials 6.71% Technology 4.26% Financial Services 2.97% Communication Services 2.32% Health Care 2.26% Real Estate 1.63% Asset Allocation
Asset Class Value Cash 0.62% Equity 99.38% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE10% ₹626 Cr 4,660,000 NTPC Ltd (Utilities)
Equity, Since 31 May 09 | 5325558% ₹511 Cr 13,800,000
↓ -1,700,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 07 | LT6% ₹408 Cr 1,164,337
↑ 175,000 Tata Power Co Ltd (Utilities)
Equity, Since 30 Apr 23 | 5004004% ₹288 Cr 7,600,789
↓ -300,000 NTPC Green Energy Ltd (Utilities)
Equity, Since 30 Nov 24 | NTPCGREEN3% ₹226 Cr 24,491,079
↑ 1,920,000 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 30 Sep 24 | 5000933% ₹178 Cr 2,720,014 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 24 | 5001033% ₹168 Cr 6,848,468
↓ -51,532 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | 5325382% ₹161 Cr 150,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 18 | BHARTIARTL2% ₹152 Cr 850,000
↑ 70,000 NLC India Ltd (Utilities)
Equity, Since 31 Aug 24 | 5136832% ₹149 Cr 5,531,878 2. Nippon India Pharma Fund
Nippon India Pharma Fund
Growth Launch Date 5 Jun 04 NAV (08 May 26) ₹537.832 ↑ 1.49 (0.28 %) Net Assets (Cr) ₹7,898 on 31 Mar 26 Category Equity - Sectoral AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk High Expense Ratio 1.81 Sharpe Ratio -0.25 Information Ratio -0.77 Alpha Ratio 0.02 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 Apr 21 ₹10,000 30 Apr 22 ₹10,384 30 Apr 23 ₹10,256 30 Apr 24 ₹15,499 30 Apr 25 ₹17,974 30 Apr 26 ₹18,700 Returns for Nippon India Pharma Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 May 26 Duration Returns 1 Month 9.5% 3 Month 8.4% 6 Month 5.2% 1 Year 10.9% 3 Year 23.6% 5 Year 13.6% 10 Year 15 Year Since launch 19.9% 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 21.01 Yr. Kinjal Desai 25 May 18 7.86 Yr. Amber Singhania 11 Mar 26 0.06 Yr. Data below for Nippon India Pharma Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Health Care 99.46% Asset Allocation
Asset Class Value Cash 0.54% Equity 99.46% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 09 | SUNPHARMA14% ₹1,099 Cr 6,256,349 Lupin Ltd (Healthcare)
Equity, Since 31 Aug 08 | 5002578% ₹667 Cr 2,883,991 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB6% ₹506 Cr 850,754 Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 30 Jun 11 | DRREDDY6% ₹471 Cr 3,749,746 Cipla Ltd (Healthcare)
Equity, Since 31 May 08 | 5000875% ₹428 Cr 3,495,054 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Sep 20 | APOLLOHOSP5% ₹407 Cr 548,795 Medplus Health Services Ltd (Healthcare)
Equity, Since 30 Nov 22 | 5434274% ₹305 Cr 3,627,277 Ajanta Pharma Ltd (Healthcare)
Equity, Since 30 Apr 22 | 5323313% ₹265 Cr 946,323 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Oct 25 | MAXHEALTH3% ₹256 Cr 2,658,082 Vijaya Diagnostic Centre Ltd (Healthcare)
Equity, Since 30 Sep 21 | 5433503% ₹249 Cr 2,886,684 3. Nippon India Small Cap Fund
Nippon India Small Cap Fund
Growth Launch Date 16 Sep 10 NAV (08 May 26) ₹175.952 ↓ -0.26 (-0.15 %) Net Assets (Cr) ₹61,809 on 31 Mar 26 Category Equity - Small Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.44 Sharpe Ratio -0.42 Information Ratio -0.21 Alpha Ratio 0.92 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 Apr 21 ₹10,000 30 Apr 22 ₹13,940 30 Apr 23 ₹15,417 30 Apr 24 ₹24,830 30 Apr 25 ₹24,849 30 Apr 26 ₹27,423 Returns for Nippon India Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 May 26 Duration Returns 1 Month 11.5% 3 Month 9.1% 6 Month 4.3% 1 Year 15.2% 3 Year 21.6% 5 Year 22.6% 10 Year 15 Year Since launch 20.1% 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 9.25 Yr. Kinjal Desai 25 May 18 7.86 Yr. Amber Singhania 11 Mar 26 0.06 Yr. Data below for Nippon India Small Cap Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Industrials 22.21% Financial Services 15.35% Consumer Cyclical 14.04% Basic Materials 11.29% Consumer Defensive 10.12% Health Care 9.73% Technology 7.12% Utility 3.51% Communication Services 1.04% Real Estate 0.84% Energy 0.78% Asset Allocation
Asset Class Value Cash 3.97% Equity 96.03% Top Securities Holdings / Portfolio
Name Holding Value Quantity Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX2% ₹1,278 Cr 5,350,645
↓ -2,649,355 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK2% ₹1,119 Cr 15,300,000 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | 5900031% ₹923 Cr 31,907,252 Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS1% ₹869 Cr 879,502 TD Power Systems Ltd (Industrials)
Equity, Since 31 Dec 15 | TDPOWERSYS1% ₹830 Cr 9,753,276 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 22 | 5001031% ₹798 Cr 32,507,422
↑ 3,000,000 State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN1% ₹784 Cr 8,000,000 Infosys Ltd (Technology)
Equity, Since 28 Feb 26 | INFY1% ₹750 Cr 6,000,000
↑ 4,000,000 Zydus Wellness Ltd (Consumer Defensive)
Equity, Since 31 Aug 16 | ZYDUSWELL1% ₹731 Cr 17,144,089
↑ 11,668 NLC India Ltd (Utilities)
Equity, Since 31 Oct 22 | 5136831% ₹725 Cr 26,990,331 4. Nippon India Value Fund
Nippon India Value Fund
Growth Launch Date 8 Jun 05 NAV (08 May 26) ₹227.6 ↓ -1.15 (-0.50 %) Net Assets (Cr) ₹7,993 on 31 Mar 26 Category Equity - Value AMC Nippon Life Asset Management Ltd. Rating Risk Moderately High Expense Ratio 1.84 Sharpe Ratio -0.54 Information Ratio 1.54 Alpha Ratio -0.79 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 Apr 21 ₹10,000 30 Apr 22 ₹12,546 30 Apr 23 ₹13,007 30 Apr 24 ₹20,728 30 Apr 25 ₹22,141 30 Apr 26 ₹22,970 Returns for Nippon India Value Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 May 26 Duration Returns 1 Month 5.3% 3 Month -0.6% 6 Month -1.4% 1 Year 7.2% 3 Year 21% 5 Year 18.2% 10 Year 15 Year Since launch 16.1% 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 7.91 Yr. Dhrumil Shah 1 Jan 23 3.25 Yr. Kinjal Desai 25 May 18 7.86 Yr. Amber Singhania 11 Mar 26 0.06 Yr. Data below for Nippon India Value Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 33.31% Technology 12.58% Consumer Cyclical 8.92% Industrials 7.89% Energy 7.84% Utility 7.64% Basic Materials 6.04% Health Care 3.92% Communication Services 3.28% Consumer Defensive 2.35% Real Estate 0.24% Asset Allocation
Asset Class Value Cash 5.98% Equity 94.02% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | HDFCBANK7% ₹525 Cr 7,179,200 NTPC Ltd (Utilities)
Equity, Since 31 May 22 | 5325555% ₹405 Cr 10,934,650
↑ 1,000,000 State Bank of India (Financial Services)
Equity, Since 28 Feb 15 | SBIN4% ₹319 Cr 3,261,159 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 18 | ICICIBANK3% ₹278 Cr 2,304,797 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 5322153% ₹271 Cr 2,335,825 IndusInd Bank Ltd (Financial Services)
Equity, Since 31 May 23 | INDUSINDBK3% ₹270 Cr 3,594,522 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 18 | BHARTIARTL3% ₹262 Cr 1,471,337
↑ 194,089 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 18 | RELIANCE3% ₹258 Cr 1,920,396 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 25 | KOTAKBANK3% ₹235 Cr 6,650,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT3% ₹220 Cr 628,547 5. Nippon India US Equity Opportunites Fund
Nippon India US Equity Opportunites Fund
Growth Launch Date 23 Jul 15 NAV (07 May 26) ₹39.7033 ↓ -0.15 (-0.38 %) Net Assets (Cr) ₹679 on 31 Mar 26 Category Equity - Global AMC Nippon Life Asset Management Ltd. Rating Risk High Expense Ratio 2.4 Sharpe Ratio 0.31 Information Ratio -1.36 Alpha Ratio -17.98 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 Apr 21 ₹10,000 30 Apr 22 ₹9,014 30 Apr 23 ₹9,281 30 Apr 24 ₹12,017 30 Apr 25 ₹12,913 30 Apr 26 ₹15,912 Returns for Nippon India US Equity Opportunites Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 May 26 Duration Returns 1 Month 11.4% 3 Month 7% 6 Month 8.8% 1 Year 22.2% 3 Year 20.5% 5 Year 10.3% 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 7.86 Yr. Amber Singhania 11 Mar 26 0.06 Yr. Data below for Nippon India US Equity Opportunites Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Technology 29.05% Communication Services 17.86% Consumer Cyclical 16.14% Financial Services 14.25% Health Care 12.76% Basic Materials 3.8% Consumer Defensive 1.99% Asset Allocation
Asset Class Value Cash 4.15% Equity 95.85% Top Securities Holdings / Portfolio
Name Holding Value Quantity Taiwan Semiconductor Manufacturing Co Ltd ADR (Technology)
Equity, Since 31 Jan 23 | TSFA9% ₹63 Cr 19,701 Alphabet Inc Class A (Communication Services)
Equity, Since 31 Jul 15 | GOOGL8% ₹54 Cr 19,979 Amazon.com Inc (Consumer Cyclical)
Equity, Since 31 Mar 19 | AMZN7% ₹46 Cr 23,439 Meta Platforms Inc Class A (Communication Services)
Equity, Since 31 Oct 16 | META6% ₹43 Cr 8,008 Charles Schwab Corp (Financial Services)
Equity, Since 31 Jul 22 | SCHW6% ₹39 Cr 43,625 Microsoft Corp (Technology)
Equity, Since 30 Nov 18 | MSFT5% ₹33 Cr 9,433 Booking Holdings Inc (Consumer Cyclical)
Equity, Since 31 Jul 15 | BKNG5% ₹31 Cr 785 Mastercard Inc Class A (Financial Services)
Equity, Since 31 Jul 15 | MA5% ₹31 Cr 6,571 Visa Inc Class A (Financial Services)
Equity, Since 31 Jan 17 | V4% ₹27 Cr 9,396 Applied Materials Inc (Technology)
Equity, Since 31 Jan 25 | AMAT4% ₹26 Cr 8,123 6. Nippon India Multi Cap Fund
Nippon India Multi Cap Fund
Growth Launch Date 28 Mar 05 NAV (08 May 26) ₹302.494 ↓ -1.18 (-0.39 %) Net Assets (Cr) ₹46,321 on 31 Mar 26 Category Equity - Multi Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 1.57 Sharpe Ratio -0.4 Information Ratio 0.49 Alpha Ratio 0.48 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 Apr 21 ₹10,000 30 Apr 22 ₹13,338 30 Apr 23 ₹15,067 30 Apr 24 ₹23,404 30 Apr 25 ₹24,522 30 Apr 26 ₹26,285 Returns for Nippon India Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 May 26 Duration Returns 1 Month 6.4% 3 Month 2.3% 6 Month 0.4% 1 Year 10.4% 3 Year 20.4% 5 Year 21.5% 10 Year 15 Year Since launch 17.5% 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 21.02 Yr. Kinjal Desai 25 May 18 7.86 Yr. Amber Singhania 11 Mar 26 0.06 Yr. Data below for Nippon India Multi Cap Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 23.23% Consumer Cyclical 20.55% Industrials 17.02% Health Care 9.97% Utility 6.6% Consumer Defensive 5.92% Basic Materials 5.6% Technology 5.1% Energy 2.2% Communication Services 1.19% Asset Allocation
Asset Class Value Cash 2.62% Equity 97.38% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK5% ₹2,529 Cr 34,569,796
↑ 2,000,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK4% ₹2,061 Cr 17,093,364
↑ 1,000,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 15 | 5322154% ₹1,642 Cr 14,140,351 Infosys Ltd (Technology)
Equity, Since 30 Apr 09 | INFY3% ₹1,306 Cr 10,439,713
↑ 500,000 GE Vernova T&D India Ltd (Industrials)
Equity, Since 31 May 12 | 5222753% ₹1,284 Cr 3,525,768
↓ -486,629 NTPC Ltd (Utilities)
Equity, Since 30 Jun 23 | 5325552% ₹1,103 Cr 29,762,573 Linde India Ltd (Basic Materials)
Equity, Since 31 May 13 | 5234572% ₹1,043 Cr 1,524,539 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE2% ₹1,017 Cr 7,568,975
↓ -500,000 Max Financial Services Ltd (Financial Services)
Equity, Since 31 Mar 12 | 5002712% ₹992 Cr 6,653,107
↓ -300,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 10 | LT2% ₹874 Cr 2,494,471
↑ 200,000 7. Nippon India Japan Equity Fund
Nippon India Japan Equity Fund
Growth Launch Date 26 Aug 14 NAV (08 May 26) ₹26.429 ↓ -0.08 (-0.32 %) Net Assets (Cr) ₹291 on 31 Mar 26 Category Equity - Global AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 2.45 Sharpe Ratio 1.45 Information Ratio -1.24 Alpha Ratio -4.62 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 Apr 21 ₹10,000 30 Apr 22 ₹8,838 30 Apr 23 ₹9,388 30 Apr 24 ₹10,920 30 Apr 25 ₹11,822 30 Apr 26 ₹15,502 Returns for Nippon India Japan Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 May 26 Duration Returns 1 Month 5% 3 Month 10.7% 6 Month 18.5% 1 Year 35.7% 3 Year 19.4% 5 Year 9.7% 10 Year 15 Year Since launch 10% 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 7.86 Yr. Amber Singhania 11 Mar 26 0.06 Yr. Data below for Nippon India Japan Equity Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Industrials 24.16% Technology 15.17% Consumer Cyclical 14.67% Financial Services 13.08% Communication Services 6.37% Consumer Defensive 6.2% Real Estate 5.74% Health Care 3.2% Basic Materials 3.14% Asset Allocation
Asset Class Value Cash 8.27% Equity 91.73% Top Securities Holdings / Portfolio
Name Holding Value Quantity Tokio Marine Holdings Inc (Financial Services)
Equity, Since 30 Jun 22 | 87664% ₹11 Cr 26,000
↓ -1,500 Mitsubishi Corp (Industrials)
Equity, Since 30 Jun 25 | 80583% ₹10 Cr 30,200
↓ -10,400 Otsuka Corp (Technology)
Equity, Since 30 Jun 25 | 47683% ₹10 Cr 53,100
↑ 10,300 NTT Inc (Communication Services)
Equity, Since 30 Jun 22 | 94323% ₹9 Cr 1,008,000
↑ 27,100 BayCurrent Inc (Industrials)
Equity, Since 30 Jun 22 | 65323% ₹9 Cr 34,800
↑ 11,100 Terumo Corp (Healthcare)
Equity, Since 30 Jun 25 | 45433% ₹9 Cr 74,500
↑ 8,400 Nippon Yusen Kabushiki Kaisha (Industrials)
Equity, Since 30 Jun 24 | 91013% ₹9 Cr 27,200
↓ -3,600 Recruit Holdings Co Ltd (Communication Services)
Equity, Since 30 Jun 23 | 60983% ₹9 Cr 23,600
↑ 5,200 Shin-Etsu Chemical Co Ltd (Basic Materials)
Equity, Since 30 Jun 17 | 40633% ₹9 Cr 24,600
↓ -7,100 Bridgestone Corp (Consumer Cyclical)
Equity, Since 30 Jun 25 | 51083% ₹9 Cr 46,900
↑ 5,100 8. Nippon India Quant Fund
Nippon India Quant Fund
Growth Launch Date 18 Apr 08 NAV (08 May 26) ₹72.3184 ↓ -0.63 (-0.86 %) Net Assets (Cr) ₹100 on 31 Mar 26 Category Equity - Sectoral AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 0.97 Sharpe Ratio -0.32 Information Ratio 1.28 Alpha Ratio 2.65 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 Apr 21 ₹10,000 30 Apr 22 ₹11,631 30 Apr 23 ₹12,902 30 Apr 24 ₹18,936 30 Apr 25 ₹20,305 30 Apr 26 ₹21,195 Returns for Nippon India Quant Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 May 26 Duration Returns 1 Month 2.1% 3 Month -2.7% 6 Month -0.2% 1 Year 6.8% 3 Year 18% 5 Year 16% 10 Year 15 Year Since launch 11.6% 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 7.86 Yr. Shirish Guthe 16 Feb 26 0.12 Yr. Amber Singhania 11 Mar 26 0.06 Yr. Data below for Nippon India Quant Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 32.15% Industrials 13.59% Consumer Cyclical 13.33% Energy 7.66% Technology 6.47% Health Care 6.25% Basic Materials 4.77% Utility 4.13% Communication Services 3.9% Consumer Defensive 3.25% Asset Allocation
Asset Class Value Cash 4.5% Equity 95.5% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 19 | ICICIBANK7% ₹7 Cr 60,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 19 | RELIANCE6% ₹6 Cr 48,000 State Bank of India (Financial Services)
Equity, Since 30 Sep 20 | SBIN6% ₹6 Cr 57,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK5% ₹5 Cr 75,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 21 | LT5% ₹5 Cr 14,500 Infosys Ltd (Technology)
Equity, Since 31 Jan 20 | INFY4% ₹4 Cr 32,071 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jul 24 | BHARTIARTL4% ₹4 Cr 22,000 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Aug 24 | BEL4% ₹4 Cr 95,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | M&M3% ₹3 Cr 11,000 NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | 5325553% ₹3 Cr 80,000 9. Nippon India Tax Saver Fund (ELSS)
Nippon India Tax Saver Fund (ELSS)
Growth Launch Date 21 Sep 05 NAV (08 May 26) ₹130.214 ↓ -0.64 (-0.49 %) Net Assets (Cr) ₹13,422 on 31 Mar 26 Category Equity - ELSS AMC Nippon Life Asset Management Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 1.7 Sharpe Ratio -0.45 Information Ratio 0.55 Alpha Ratio 0.39 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Apr 21 ₹10,000 30 Apr 22 ₹12,091 30 Apr 23 ₹12,721 30 Apr 24 ₹18,392 30 Apr 25 ₹19,443 30 Apr 26 ₹20,525 Returns for Nippon India Tax Saver Fund (ELSS)
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 May 26 Duration Returns 1 Month 4.2% 3 Month 0.3% 6 Month -0.4% 1 Year 7.9% 3 Year 17.2% 5 Year 15.3% 10 Year 15 Year Since launch 13.3% 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 4.75 Yr. Ritesh Rathod 19 Aug 24 1.62 Yr. Kinjal Desai 25 May 18 7.86 Yr. Amber Singhania 11 Mar 26 0.06 Yr. Data below for Nippon India Tax Saver Fund (ELSS) as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 35.52% Consumer Cyclical 11.88% Industrials 10.62% Consumer Defensive 9.56% Utility 8.01% Health Care 6.01% Energy 5.94% Communication Services 4.91% Technology 4.55% Basic Materials 2.61% Asset Allocation
Asset Class Value Cash 0.38% Equity 99.62% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | ICICIBANK7% ₹1,001 Cr 8,300,000 HDFC Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | HDFCBANK7% ₹892 Cr 12,200,000
↑ 1,000,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 20 | 5322154% ₹569 Cr 4,900,000
↓ -200,000 NTPC Ltd (Utilities)
Equity, Since 28 Feb 19 | 5325554% ₹519 Cr 14,000,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 20 | RELIANCE4% ₹491 Cr 3,650,000 State Bank of India (Financial Services)
Equity, Since 31 Dec 13 | SBIN4% ₹480 Cr 4,900,000
↓ -200,000 Infosys Ltd (Technology)
Equity, Since 31 Mar 20 | INFY4% ₹475 Cr 3,800,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 26 | BHARTIARTL3% ₹408 Cr 2,290,000
↑ 2,290,000 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | MOTHERSON3% ₹403 Cr 38,319,861 TVS Holdings Ltd (Consumer Cyclical)
Equity, Since 30 Jun 13 | 5200563% ₹396 Cr 284,018 10. Nippon India Banking Fund
Nippon India Banking Fund
Growth Launch Date 26 May 03 NAV (08 May 26) ₹637.592 ↓ -4.17 (-0.65 %) Net Assets (Cr) ₹6,721 on 31 Mar 26 Category Equity - Sectoral AMC Nippon Life Asset Management Ltd. Rating ☆☆☆ Risk High Expense Ratio 1.89 Sharpe Ratio -0.3 Information Ratio 0.73 Alpha Ratio 3.7 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 Apr 21 ₹10,000 30 Apr 22 ₹12,230 30 Apr 23 ₹13,893 30 Apr 24 ₹18,318 30 Apr 25 ₹20,986 30 Apr 26 ₹21,416 Returns for Nippon India Banking Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 May 26 Duration Returns 1 Month 2.9% 3 Month -3.5% 6 Month -1.9% 1 Year 5.9% 3 Year 15.9% 5 Year 16.4% 10 Year 15 Year Since launch 19.8% Historical performance (Yearly) on absolute basis
Year Returns 2025 17.4% 2024 10.3% 2023 24.2% 2022 20.7% 2021 29.7% 2020 -10.6% 2019 10.7% 2018 -1.2% 2017 44.1% 2016 11.5% Fund Manager information for Nippon India Banking Fund
Name Since Tenure Vinay Sharma 9 Apr 18 7.98 Yr. Kinjal Desai 25 May 18 7.86 Yr. Bhavik Dave 18 Jun 21 4.79 Yr. Amber Singhania 11 Mar 26 0.06 Yr. Data below for Nippon India Banking Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 95.94% Technology 2.64% Asset Allocation
Asset Class Value Cash 1.42% Equity 98.58% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK14% ₹923 Cr 12,619,320 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK14% ₹909 Cr 7,538,887
↑ 100,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | 53221510% ₹647 Cr 5,571,983 State Bank of India (Financial Services)
Equity, Since 31 Mar 14 | SBIN6% ₹408 Cr 4,165,352
↓ -100,000 SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Jul 20 | SBICARD4% ₹247 Cr 3,893,792 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | KOTAKBANK4% ₹243 Cr 6,872,870
↑ 1,000,000 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Nov 20 | SBILIFE4% ₹240 Cr 1,350,199 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Oct 23 | 5329783% ₹208 Cr 1,275,773 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 30 Apr 19 | CHOLAHLDNG3% ₹186 Cr 1,362,903
↑ 169,754 ICICI Prudential Asset Management Co Ltd (Financial Services)
Equity, Since 31 Dec 25 | ICICIAMC3% ₹178 Cr 633,973
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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