Table of Contents
Top 5 Equity - Large Cap Funds
یکمشت سرمایہ کاری سے مراد ہے۔سرمایہ کاری میوچل فنڈ اسکیم میں کافی رقم۔ یکمشت سرمایہ کاری میں، رقم ایک بار کی ادائیگی کے طور پر جمع کی جاتی ہے۔ وہ افراد جن کے پاس بہت زیادہ رقم ہے وہ Mutual Fund میں ایک اہم رقم جمع کر سکتے ہیں۔ سرمایہ کاری کا یکمشت موڈ سسٹمیٹک کے برعکس ہے۔سرمایہ کاری کا منصوبہ یاگھونٹ موڈ کوئی بھی یا تو فکسڈ میں یکمشت رقم کی سرمایہ کاری کر سکتا ہے۔آمدنی یاایکویٹی فنڈز ان کی خطرے کی بھوک، سرمایہ کاری کی مدت، اور سرمایہ کاری کے مقصد پر منحصر ہے۔ اگرچہ زیادہ تر افراد ترجیح دیتے ہیں۔میوچل فنڈز میں سرمایہ کاری SIP کے ذریعے ابھی تک، یکمشت سرمایہ کاری کے کچھ فوائد ہیں۔ تو، آئیے ہم ایک ساتھ سرمایہ کاری کے فوائد کو سمجھتے ہیں۔باہمی چندہ.
میوچل فنڈز میں یکمشت سرمایہ کاری کے کچھ فوائد درج ذیل ہیں:
یکمشت موڈ کے اختیار کے ذریعہ، افراد میوچل فنڈز میں کافی رقم کی سرمایہ کاری کر سکتے ہیں۔ نتیجے کے طور پر، جبمارکیٹ ترقی کی مدت کو ظاہر کرتا ہے، پھر سرمایہ کاری کی قدر بھی قدر کے مقابلے میں کافی حد تک بڑھ جاتی ہے۔SIP سرمایہ کاری.
یکمشت سرمایہ کاری ان افراد کے لیے موزوں ہے جو طویل مدتی سرمایہ کاری کو ترجیح دیتے ہیں۔ یکمشت سرمایہ کاری کی صورت میں طویل مدتی سرمایہ کاری پر 10 سال یا اس سے زیادہ کی تخمینی سرمایہ کاری کی مدت کے لیے غور کیا جا سکتا ہے۔ تاہم، میں یکمشت سرمایہ کاری کے لیےقرض فنڈ، افراد درمیانی مدت کے لیے سرمایہ کاری کا انتخاب بھی کر سکتے ہیں۔
لمپ سم موڈ عام طور پر افراد کے لیے آسان ہوتا ہے کیونکہ جن لوگوں کے پاس بڑی رقم ہوتی ہے وہ اپنی سرمایہ کاری پھیلا سکتے ہیں۔ تاہم، اگر سرمایہ کاری ایس آئی پی موڈ کے ذریعے کی جاتی ہے تو انہیں محتاط رہنا ہوگا کہ رقم باقاعدگی سے وقفوں پر لگائی جائے۔
جب بھی سرمایہ کار طویل مدتی سرمایہ کاری کا انتخاب کرتے ہیں، تو انہیں ہمیشہ مارکیٹ کا وقت تلاش کرنا چاہیے۔ افراد کو عام طور پر اس وقت سرمایہ کاری کا انتخاب کرنا چاہیے جب مارکیٹیں پہلے سے ہی زوال کا شکار ہوں اور ترقی کے امکانات دکھا رہی ہوں۔ اس صورت حال میں، افراد SIP موڈ کے مقابلے میں یکمشت موڈ کے ذریعے زیادہ منافع کما سکتے ہیں۔ تاہم، اگر یکمشت سرمایہ کاری اس وقت کی جاتی ہے جب مارکیٹ پہلے ہی عروج پر پہنچ چکی ہو، اس صورت میں، افراد کو نقصان ہو سکتا ہے۔
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چونکہ یکمشت سرمایہ کاری طویل مدتی مدت کے لیے کی جاتی ہے، اس کے نتیجے میں، ہم خاص طور پر ایکویٹی کے زمرے میں سرمایہ کاری کرنے کا انتخاب کر سکتے ہیں۔بڑے کیپ فنڈز. لہٰذا، آئیے ہم کچھ بہترین کارکردگی کا مظاہرہ کرنے والی بڑی کیپ میوچل فنڈ اسکیموں پر نظر ڈالتے ہیں جن کا انتخاب یکمشت موڈ کے ذریعے طویل مدتی سرمایہ کاری کے لیے کیا جاسکتا ہے۔
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05 ₹655 5,000 9.2 12.5 15.4 21.9 12.6 Nippon India Large Cap Fund Growth ₹86.0504
↓ -0.25 ₹37,546 5,000 4.8 -1.3 6.9 20.1 26.8 18.2 DSP BlackRock TOP 100 Equity Growth ₹462.936
↓ -1.34 ₹5,070 1,000 6.4 0.3 14.8 19.4 21.9 20.5 JM Core 11 Fund Growth ₹18.5921
↓ -0.05 ₹247 5,000 -1.4 -9.5 0.3 18.2 21.2 24.3 ICICI Prudential Bluechip Fund Growth ₹106.59
↑ 0.33 ₹64,963 5,000 5.2 -0.5 8.6 18.2 24.8 16.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jul 23 ایکمشت
اوپر AUM/نیٹ اثاثے رکھنے والے فنڈز100 کروڑ
. پر ترتیب دیا گیاآخری 3 سال کی واپسی۔
.
The Investment objective of the Scheme is to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related Instruments of Large Cap companies. However
there can be no assurance that the investment objective under the Scheme will be realized. IDBI India Top 100 Equity Fund is a Equity - Large Cap fund was launched on 15 May 12. It is a fund with Moderately High risk and has given a Below is the key information for IDBI India Top 100 Equity Fund 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. Nippon India Large Cap Fund is a Equity - Large Cap fund was launched on 8 Aug 07. It is a fund with Moderately High risk and has given a Below is the key information for Nippon India Large Cap Fund Returns up to 1 year are on The Fund is seeking to generate capital appreciation, from a portfolio that is substantially constituted of equity and equity related securities of the 100 largest corporates, by market capitalisation, listed in India. DSP BlackRock TOP 100 Equity is a Equity - Large Cap fund was launched on 10 Mar 03. It is a fund with Moderately High risk and has given a Below is the key information for DSP BlackRock TOP 100 Equity 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 (Erstwhile ICICI Prudential Focused Bluechip Equity Fund) To generate long-term capital appreciation and income distribution to unit holders from a portfolio that is invested in equity and equity related securities of about 20 companies belonging to the large cap domain and the balance in debt securities and money market instruments. The Fund Manager will always select stocks for investment from among Top 200 stocks in terms of market capitalization on the National Stock Exchange of India Ltd. If the total assets under management under this scheme goes above Rs. 1,000 crores the Fund
Manager reserves the right to increase the number of companies to more than 20. ICICI Prudential Bluechip Fund is a Equity - Large Cap fund was launched on 23 May 08. It is a fund with Moderately High risk and has given a Below is the key information for ICICI Prudential Bluechip Fund Returns up to 1 year are on 1. IDBI India Top 100 Equity Fund
CAGR/Annualized
return of 14.2% since its launch. Ranked 45 in Large Cap
category. . IDBI India Top 100 Equity Fund
Growth Launch Date 15 May 12 NAV (28 Jul 23) ₹44.16 ↑ 0.05 (0.11 %) Net Assets (Cr) ₹655 on 30 Jun 23 Category Equity - Large Cap AMC IDBI Asset Management Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.47 Sharpe Ratio 1.09 Information Ratio 0.14 Alpha Ratio 2.11 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Apr 20 ₹10,000 30 Apr 21 ₹14,437 30 Apr 22 ₹17,470 30 Apr 23 ₹18,365 Returns for IDBI India Top 100 Equity Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 28 Jul 23 Duration Returns 1 Month 3% 3 Month 9.2% 6 Month 12.5% 1 Year 15.4% 3 Year 21.9% 5 Year 12.6% 10 Year 15 Year Since launch 14.2% Historical performance (Yearly) on absolute basis
Year Returns 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 Fund Manager information for IDBI India Top 100 Equity Fund
Name Since Tenure Data below for IDBI India Top 100 Equity Fund as on 30 Jun 23
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. Nippon India Large Cap Fund
CAGR/Annualized
return of 12.9% since its launch. Ranked 20 in Large Cap
category. Return for 2024 was 18.2% , 2023 was 32.1% and 2022 was 11.3% . Nippon India Large Cap Fund
Growth Launch Date 8 Aug 07 NAV (30 Apr 25) ₹86.0504 ↓ -0.25 (-0.29 %) Net Assets (Cr) ₹37,546 on 31 Mar 25 Category Equity - Large Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.7 Sharpe Ratio 0.05 Information Ratio 1.8 Alpha Ratio -0.12 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 Apr 20 ₹10,000 30 Apr 21 ₹14,792 30 Apr 22 ₹18,276 30 Apr 23 ₹20,741 30 Apr 24 ₹29,632 Returns for Nippon India Large Cap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 28 Jul 23 Duration Returns 1 Month 3.4% 3 Month 4.8% 6 Month -1.3% 1 Year 6.9% 3 Year 20.1% 5 Year 26.8% 10 Year 15 Year Since launch 12.9% Historical performance (Yearly) on absolute basis
Year Returns 2023 18.2% 2022 32.1% 2021 11.3% 2020 32.4% 2019 4.9% 2018 7.3% 2017 -0.2% 2016 38.4% 2015 2.2% 2014 1.1% Fund Manager information for Nippon India Large Cap Fund
Name Since Tenure Sailesh Raj Bhan 8 Aug 07 17.66 Yr. Kinjal Desai 25 May 18 6.86 Yr. Bhavik Dave 19 Aug 24 0.62 Yr. Data below for Nippon India Large Cap Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 35.62% Consumer Cyclical 13.12% Industrials 10% Technology 7.62% Energy 7.61% Basic Materials 6.47% Consumer Defensive 6.26% Utility 5.69% Health Care 3.57% Communication Services 0.23% Asset Allocation
Asset Class Value Cash 3.82% Equity 96.18% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 08 | HDFCBANK9% ₹3,390 Cr 18,540,367
↓ -400,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE6% ₹2,389 Cr 18,736,077
↑ 700,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK6% ₹2,292 Cr 17,000,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | 5322155% ₹1,817 Cr 16,489,098 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 07 | LT4% ₹1,467 Cr 4,200,529 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Dec 21 | 5000344% ₹1,392 Cr 1,555,711
↓ -145,171 State Bank of India (Financial Services)
Equity, Since 31 Oct 10 | SBIN4% ₹1,366 Cr 17,700,644 Infosys Ltd (Technology)
Equity, Since 30 Sep 07 | INFY3% ₹1,037 Cr 6,600,494
↓ -718,000 NTPC Ltd (Utilities)
Equity, Since 30 Apr 20 | 5325553% ₹1,024 Cr 28,639,816 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 24 | TCS2% ₹902 Cr 2,500,000 3. DSP BlackRock TOP 100 Equity
CAGR/Annualized
return of 18.9% since its launch. Ranked 60 in Large Cap
category. Return for 2024 was 20.5% , 2023 was 26.6% and 2022 was 1.4% . DSP BlackRock TOP 100 Equity
Growth Launch Date 10 Mar 03 NAV (30 Apr 25) ₹462.936 ↓ -1.34 (-0.29 %) Net Assets (Cr) ₹5,070 on 31 Mar 25 Category Equity - Large Cap AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 2.08 Sharpe Ratio 0.57 Information Ratio 1.02 Alpha Ratio 7.15 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Apr 20 ₹10,000 30 Apr 21 ₹14,271 30 Apr 22 ₹15,366 30 Apr 23 ₹16,687 30 Apr 24 ₹22,882 Returns for DSP BlackRock TOP 100 Equity
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 28 Jul 23 Duration Returns 1 Month 3.6% 3 Month 6.4% 6 Month 0.3% 1 Year 14.8% 3 Year 19.4% 5 Year 21.9% 10 Year 15 Year Since launch 18.9% Historical performance (Yearly) on absolute basis
Year Returns 2023 20.5% 2022 26.6% 2021 1.4% 2020 19.5% 2019 7.5% 2018 14.8% 2017 -2.7% 2016 26.5% 2015 4.9% 2014 -2.3% Fund Manager information for DSP BlackRock TOP 100 Equity
Name Since Tenure Abhishek Singh 1 Jun 22 2.84 Yr. Data below for DSP BlackRock TOP 100 Equity as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 43.88% Consumer Cyclical 13.27% Health Care 7.49% Utility 6.19% Consumer Defensive 5.52% Technology 4.18% Energy 3.22% Communication Services 1.54% Basic Materials 1.39% Industrials 1.18% Asset Allocation
Asset Class Value Cash 12.07% Equity 87.93% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 16 | ICICIBANK9% ₹461 Cr 3,420,782 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 14 | HDFCBANK9% ₹460 Cr 2,515,326 ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 21 | ITC6% ₹280 Cr 6,825,082
↑ 572,154 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | M&M5% ₹254 Cr 951,834
↑ 88,418 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | 5322155% ₹249 Cr 2,257,989 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Jun 22 | 5000345% ₹246 Cr 274,515 Cipla Ltd (Healthcare)
Equity, Since 30 Jun 20 | 5000874% ₹210 Cr 1,455,004 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 May 24 | KOTAKBANK4% ₹207 Cr 953,830 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | SBILIFE4% ₹200 Cr 1,290,469 NTPC Ltd (Utilities)
Equity, Since 30 Nov 23 | 5325554% ₹198 Cr 5,537,480 4. JM Core 11 Fund
CAGR/Annualized
return of 3.7% since its launch. Ranked 18 in Large Cap
category. Return for 2024 was 24.3% , 2023 was 32.9% and 2022 was 7.1% . JM Core 11 Fund
Growth Launch Date 5 Mar 08 NAV (30 Apr 25) ₹18.5921 ↓ -0.05 (-0.26 %) Net Assets (Cr) ₹247 on 31 Mar 25 Category Equity - Large Cap AMC JM Financial Asset Management Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.45 Sharpe Ratio 0.01 Information Ratio 0.55 Alpha Ratio -0.12 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 20 ₹10,000 30 Apr 21 ₹13,526 30 Apr 22 ₹15,375 30 Apr 23 ₹16,599 30 Apr 24 ₹25,783 Returns for JM Core 11 Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 28 Jul 23 Duration Returns 1 Month 0% 3 Month -1.4% 6 Month -9.5% 1 Year 0.3% 3 Year 18.2% 5 Year 21.2% 10 Year 15 Year Since launch 3.7% Historical performance (Yearly) on absolute basis
Year Returns 2023 24.3% 2022 32.9% 2021 7.1% 2020 16.3% 2019 6.3% 2018 10.6% 2017 -5% 2016 43.1% 2015 11.1% 2014 -2.4% Fund Manager information for JM Core 11 Fund
Name Since Tenure Satish Ramanathan 1 Oct 24 0.5 Yr. Asit Bhandarkar 25 Feb 09 16.1 Yr. Ruchi Fozdar 4 Oct 24 0.49 Yr. Deepak Gupta 11 Apr 25 0 Yr. Data below for JM Core 11 Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 29.12% Consumer Cyclical 26.38% Industrials 14.12% Health Care 6.91% Technology 5.85% Basic Materials 4.49% Consumer Defensive 3.61% Communication Services 3.51% Utility 2.81% Asset Allocation
Asset Class Value Cash 3.2% Equity 96.8% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5000347% ₹16 Cr 18,000 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 28 Feb 25 | CHOLAFIN5% ₹13 Cr 86,661 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Dec 24 | INDIGO5% ₹13 Cr 25,000
↑ 2,500 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | HDFCBANK5% ₹12 Cr 66,000 REC Ltd (Financial Services)
Equity, Since 31 Jan 23 | 5329555% ₹12 Cr 273,000
↑ 120,000 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Mar 23 | AMBER4% ₹11 Cr 15,298
↑ 2,500 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 23 | ICICIBANK4% ₹11 Cr 80,000
↓ -27,676 Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 28 Feb 25 | EICHERMOT4% ₹11 Cr 20,000
↑ 2,500 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | MARUTI4% ₹10 Cr 8,250
↓ -1,750 Infosys Ltd (Technology)
Equity, Since 28 Feb 21 | INFY4% ₹9 Cr 60,110
↓ -20,000 5. ICICI Prudential Bluechip Fund
CAGR/Annualized
return of 15% since its launch. Ranked 21 in Large Cap
category. Return for 2024 was 16.9% , 2023 was 27.4% and 2022 was 6.9% . ICICI Prudential Bluechip Fund
Growth Launch Date 23 May 08 NAV (30 Apr 25) ₹106.59 ↑ 0.33 (0.31 %) Net Assets (Cr) ₹64,963 on 31 Mar 25 Category Equity - Large Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.69 Sharpe Ratio 0.07 Information Ratio 1.27 Alpha Ratio 0.72 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 20 ₹10,000 30 Apr 21 ₹14,841 30 Apr 22 ₹17,764 30 Apr 23 ₹19,205 30 Apr 24 ₹26,991 Returns for ICICI Prudential Bluechip Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 28 Jul 23 Duration Returns 1 Month 3.2% 3 Month 5.2% 6 Month -0.5% 1 Year 8.6% 3 Year 18.2% 5 Year 24.8% 10 Year 15 Year Since launch 15% Historical performance (Yearly) on absolute basis
Year Returns 2023 16.9% 2022 27.4% 2021 6.9% 2020 29.2% 2019 13.5% 2018 9.8% 2017 -0.8% 2016 32.7% 2015 7.7% 2014 -0.2% Fund Manager information for ICICI Prudential Bluechip Fund
Name Since Tenure Anish Tawakley 5 Sep 18 6.58 Yr. Vaibhav Dusad 18 Jan 21 4.2 Yr. Sharmila D’mello 31 Jul 22 2.67 Yr. Data below for ICICI Prudential Bluechip Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 28.98% Industrials 10.63% Energy 9.76% Consumer Cyclical 9.4% Basic Materials 7.15% Technology 6.32% Health Care 4.97% Consumer Defensive 4.85% Communication Services 4.45% Utility 3.62% Real Estate 1.14% Asset Allocation
Asset Class Value Cash 8.74% Equity 91.26% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 10 | HDFCBANK10% ₹6,338 Cr 34,665,562 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 08 | ICICIBANK9% ₹5,766 Cr 42,764,687
↑ 2,246,247 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 12 | LT6% ₹4,076 Cr 11,672,474
↓ -77,030 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 08 | RELIANCE6% ₹4,004 Cr 31,400,781
↑ 7,974,581 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 09 | BHARTIARTL4% ₹2,830 Cr 16,326,195
↓ -1,576,386 UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Sep 17 | 5325384% ₹2,823 Cr 2,452,883
↑ 28,990 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 16 | MARUTI4% ₹2,713 Cr 2,354,302
↑ 33,611 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 14 | 5322154% ₹2,678 Cr 24,304,208 Infosys Ltd (Technology)
Equity, Since 30 Nov 10 | INFY4% ₹2,499 Cr 15,908,722
↓ -665,000 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Jul 15 | SUNPHARMA3% ₹1,776 Cr 10,239,095
لمپ سم کیلکولیٹر ایک ایسا آلہ ہے جو افراد کو یہ سمجھنے میں مدد کرتا ہے کہ ان کی قیمت کتنی ہوگیمیوچل فنڈز میں یکمشت سرمایہ کاری سرمایہ کاری کی مدت کے اختتام پر۔ کیلکولیٹر میں جن ان پٹ ڈیٹا کو فیڈ کرنے کی ضرورت ہے اس میں یکمشت سرمایہ کاری کی مدت، یکمشت سرمایہ کاری کی رقم، ایکویٹی مارکیٹوں میں متوقع طویل مدتی ترقی کی شرح، متوقع طویل مدتی شامل ہیں۔مہنگائی شرح تو، آئیے اس تصور کو سمجھیں کہ کس طرح یکمشت کیلکولیٹر استعمال کیا جائے۔
یکمشت سرمایہ کاری: 35 روپے،000
سرمایہ کاری کی مدت: 20 سال
طویل مدتی ترقی کی شرح (تقریباً): 15%
طویل مدتی افراط زر کی شرح (تقریبا): 4%
یکمشت کیلکولیٹر کے مطابق متوقع واپسی: INR 2,82,181
سرمایہ کاری پر خالص منافع: INR 2,47,181
اس طرح، مندرجہ بالا حساب سے پتہ چلتا ہے کہ آپ کی سرمایہ کاری پر سرمایہ کاری پر خالص منافع INR 2,47,181 ہے جبکہ آپ کی سرمایہ کاری کی کل قیمت INR 2,82,181 ہے۔.
اس طرح، مندرجہ بالا نکات سے، یہ کہا جا سکتا ہے کہ سرمایہ کاری کے یکمشت موڈ کے بھی اپنے فوائد ہیں۔ تاہم، افراد کو سرمایہ کاری کے یکمشت موڈ کا انتخاب کرتے وقت محتاط رہنا چاہیے۔ انہیں یہ دیکھنا چاہیے کہ آیا ایسا موڈ ان کے لیے موزوں ہے یا نہیں۔ اگر افراد یکمشت موڈ کے ساتھ بہت زیادہ آرام دہ نہیں ہیں، تو وہ STP یا کے لیے انتخاب کر سکتے ہیں۔منظم منتقلی کا منصوبہ جس میں وہ پہلے یکمشت رقم کو a میں لگاتے ہیں۔مائع فنڈ اور پھر اسے باقاعدہ وقفوں پر ایکویٹی فنڈ میں منظم طریقے سے منتقل کریں۔