کینارا روبیکوگھونٹ سب سے زیادہ مؤثر طریقہ ہےمیوچل فنڈز میں سرمایہ کاری کریں۔. SIP یا منظمسرمایہ کاری کا منصوبہ ایک کی طرح کام کرتا ہے۔ریکرنگ ڈپازٹجس میں آپ کو ایک مقررہ وقفہ کے لیے ماہانہ تھوڑی سی رقم کی سرمایہ کاری کرنے کی ضرورت ہے۔
SIP، سرمایہ کاری کا سب سے سستا طریقہ ہونے کی وجہ سے، کوئی بھی شروع کر سکتا ہے۔سرمایہ کاری صرف INR 500۔ ایک SIP کے ساتھ، کوئی بھی اپنا منصوبہ بنا سکتا ہے۔مالی اہداف پسندریٹائرمنٹ پلاننگشادی، گھر/گاڑی کی خریداری، اعلیٰ تعلیم وغیرہ۔
سرمایہ کار سرمایہ کاری کرنے کی منصوبہ بندی کر رہے ہیں۔ایکویٹی فنڈز, سرمایہ کاری کے لیے ایک مثالی طریقے سے SIP۔ وہ ایکویٹی کے نقصانات کو متوازن کرتے ہیں۔مارکیٹ اور مستحکم واپسی کی فراہمی کو یقینی بنائیں۔
SIP کے کچھ فوائد یہ ہیں:
اس طرح، سرمایہ کاروں کو دلچسپیSIP میں سرمایہ کاری کریں۔ بہترین Canara Robeco SIP کا انتخاب کر سکتے ہیں۔باہمی چندہ مندرجہ ذیل. ان فنڈز کو AUM جیسے کچھ پیرامیٹرز کے ذریعے شارٹ لسٹ کیا گیا ہے۔نہیں ہیں، ماضی کی کارکردگی، ہم مرتبہ اوسط واپسی، وغیرہ۔
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Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Canara Robeco Infrastructure Growth ₹170.7
↑ 0.73 ₹864 1,000 13.4 4.5 17 27.2 25.3 0.1 Canara Robeco Emerging Equities Growth ₹246.47
↑ 0.80 ₹22,209 1,000 2.3 -5.5 2.7 16 14.3 -0.4 Canara Robeco Equity Tax Saver Growth ₹174.61
↑ 0.24 ₹7,816 500 0.8 -2.8 6.6 15.1 13.7 5.3 Canara Robeco Equity Diversified Growth ₹334.46
↑ 0.67 ₹11,922 1,000 -0.6 -4.7 6.2 14.9 13.3 7 Canara Robeco Consumer Trends Fund Growth ₹103.45
↑ 0.02 ₹1,705 1,000 -2.1 -8.5 -0.9 14.4 14 3.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Apr 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Canara Robeco Infrastructure Canara Robeco Emerging Equities Canara Robeco Equity Tax Saver Canara Robeco Equity Diversified Canara Robeco Consumer Trends Fund Point 1 Bottom quartile AUM (₹864 Cr). Highest AUM (₹22,209 Cr). Lower mid AUM (₹7,816 Cr). Upper mid AUM (₹11,922 Cr). Bottom quartile AUM (₹1,705 Cr). Point 2 Established history (20+ yrs). Established history (21+ yrs). Established history (17+ yrs). Oldest track record among peers (22 yrs). Established history (16+ yrs). Point 3 Not Rated. Top rated. Rating: 1★ (bottom quartile). Rating: 2★ (lower mid). Rating: 3★ (upper mid). Point 4 Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Point 5 5Y return: 25.31% (top quartile). 5Y return: 14.32% (upper mid). 5Y return: 13.68% (bottom quartile). 5Y return: 13.27% (bottom quartile). 5Y return: 13.97% (lower mid). Point 6 3Y return: 27.20% (top quartile). 3Y return: 15.97% (upper mid). 3Y return: 15.10% (lower mid). 3Y return: 14.92% (bottom quartile). 3Y return: 14.43% (bottom quartile). Point 7 1Y return: 16.99% (top quartile). 1Y return: 2.74% (bottom quartile). 1Y return: 6.61% (upper mid). 1Y return: 6.20% (lower mid). 1Y return: -0.93% (bottom quartile). Point 8 Alpha: 0.00 (lower mid). Alpha: -6.43 (bottom quartile). Alpha: 0.45 (top quartile). Alpha: 0.05 (upper mid). Alpha: -3.92 (bottom quartile). Point 9 Sharpe: 0.01 (top quartile). Sharpe: -0.78 (bottom quartile). Sharpe: -0.47 (upper mid). Sharpe: -0.50 (lower mid). Sharpe: -0.76 (bottom quartile). Point 10 Information ratio: 0.00 (top quartile). Information ratio: -0.81 (bottom quartile). Information ratio: -0.50 (lower mid). Information ratio: -0.53 (bottom quartile). Information ratio: -0.07 (upper mid). Canara Robeco Infrastructure
Canara Robeco Emerging Equities
Canara Robeco Equity Tax Saver
Canara Robeco Equity Diversified
Canara Robeco Consumer Trends Fund
T o g e n e r a t e income/capital appreciation by investing in equities and equity related instruments of companies in the infrastructure sector. However, there can be no assurance that the investment objective of the scheme will be realized. Below is the key information for Canara Robeco Infrastructure Returns up to 1 year are on To generate capital appreciation by primarily investing in diversified
mid cap stocks. However, there can be no assurance that the investment objective of the scheme will be realized. Research Highlights for Canara Robeco Emerging Equities Below is the key information for Canara Robeco Emerging Equities Returns up to 1 year are on (ELSS Scheme) Seeking to provide long term capital appreciation by predominantly investing in equities and to facilitate the subscribers to seek tax benefits as provided under Section 80 C of the Income Tax Act, 1961. However, there can be no assurance that the investment objective of
the scheme will be realized. Research Highlights for Canara Robeco Equity Tax Saver Below is the key information for Canara Robeco Equity Tax Saver Returns up to 1 year are on To generate capital appreciation by investing in equity and equity
related securities. However, there can be no assurance that the investment objective of the scheme will be realized. Research Highlights for Canara Robeco Equity Diversified Below is the key information for Canara Robeco Equity Diversified Returns up to 1 year are on (Erstwhile Canara Robeco F.O.R.C.E Fund) The objective of the Fund is to provide long - term capital appreciation by
primarily investing in equity and equity related securities of companies in the Finance, Retail & Entertainment sectors. However, there can be no
assurance that the investment objective of the scheme will be realized. Research Highlights for Canara Robeco Consumer Trends Fund Below is the key information for Canara Robeco Consumer Trends Fund Returns up to 1 year are on 1. Canara Robeco Infrastructure
Canara Robeco Infrastructure
Growth Launch Date 2 Dec 05 NAV (20 Apr 26) ₹170.7 ↑ 0.73 (0.43 %) Net Assets (Cr) ₹864 on 31 Mar 26 Category Equity - Sectoral AMC Canara Robeco Asset Management Co. Ltd. Rating Risk High Expense Ratio 2.32 Sharpe Ratio 0.01 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹12,801 31 Mar 23 ₹14,363 31 Mar 24 ₹22,145 31 Mar 25 ₹25,157 31 Mar 26 ₹26,372 Returns for Canara Robeco Infrastructure
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Apr 26 Duration Returns 1 Month 9% 3 Month 13.4% 6 Month 4.5% 1 Year 17% 3 Year 27.2% 5 Year 25.3% 10 Year 15 Year Since launch 14.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 0.1% 2023 35.3% 2022 41.2% 2021 9% 2020 56.1% 2019 9% 2018 2.3% 2017 -19.1% 2016 40.2% 2015 2.1% Fund Manager information for Canara Robeco Infrastructure
Name Since Tenure Vishal Mishra 26 Jun 21 4.77 Yr. Shridatta Bhandwaldar 29 Sep 18 7.51 Yr. Data below for Canara Robeco Infrastructure as on 31 Mar 26
Equity Sector Allocation
Sector Value Industrials 44.87% Utility 13.78% Basic Materials 10.2% Energy 9.07% Financial Services 6.57% Technology 3.53% Consumer Cyclical 3.06% Communication Services 3.02% Real Estate 0.98% Asset Allocation
Asset Class Value Cash 4.93% Equity 95.07% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 11 | LT9% ₹76 Cr 217,901
↑ 2,000 NTPC Ltd (Utilities)
Equity, Since 30 Nov 18 | 5325555% ₹41 Cr 1,106,480 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE5% ₹40 Cr 294,250
↑ 2,500 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 19 | BEL4% ₹35 Cr 869,000 Tata Power Co Ltd (Utilities)
Equity, Since 30 Sep 24 | 5004004% ₹33 Cr 870,000
↑ 30,000 State Bank of India (Financial Services)
Equity, Since 31 Jul 24 | SBIN4% ₹32 Cr 324,000 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Oct 23 | 5000934% ₹31 Cr 475,650
↑ 10,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Oct 09 | 5328983% ₹30 Cr 1,007,546 Cummins India Ltd (Industrials)
Equity, Since 31 Jul 24 | 5004803% ₹26 Cr 58,500 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 24 | BHARTIARTL3% ₹26 Cr 146,600
↑ 10,000 2. Canara Robeco Emerging Equities
Canara Robeco Emerging Equities
Growth Launch Date 11 Mar 05 NAV (20 Apr 26) ₹246.47 ↑ 0.80 (0.33 %) Net Assets (Cr) ₹22,209 on 31 Mar 26 Category Equity - Large & Mid Cap AMC Canara Robeco Asset Management Co. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.62 Sharpe Ratio -0.79 Information Ratio -0.81 Alpha Ratio -6.43 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹12,252 31 Mar 23 ₹12,008 31 Mar 24 ₹16,390 31 Mar 25 ₹18,097 31 Mar 26 ₹16,977 Returns for Canara Robeco Emerging Equities
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Apr 26 Duration Returns 1 Month 8.1% 3 Month 2.3% 6 Month -5.5% 1 Year 2.7% 3 Year 16% 5 Year 14.3% 10 Year 15 Year Since launch 16.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 -0.4% 2023 26.3% 2022 24% 2021 -1.6% 2020 37% 2019 24.5% 2018 8.7% 2017 -9.3% 2016 52.1% 2015 2.6% Fund Manager information for Canara Robeco Emerging Equities
Name Since Tenure Shridatta Bhandwaldar 1 Oct 19 6.5 Yr. Amit Nadekar 28 Aug 23 2.59 Yr. Data below for Canara Robeco Emerging Equities as on 31 Mar 26
Equity Sector Allocation
Sector Value Consumer Cyclical 27.27% Financial Services 20.6% Industrials 10.83% Technology 10.01% Health Care 7.72% Basic Materials 6.77% Consumer Defensive 5.61% Communication Services 3.44% Utility 3.37% Real Estate 1.77% Asset Allocation
Asset Class Value Cash 2.55% Equity 97.39% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK7% ₹1,497 Cr 12,411,964
↓ -400,000 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 22 | 5008505% ₹1,111 Cr 19,457,322 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | 5323434% ₹806 Cr 2,396,681
↓ -69,137 Bharat Electronics Ltd (Industrials)
Equity, Since 30 Apr 21 | BEL3% ₹736 Cr 18,375,488
↓ -1,141,228 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | FEDERALBNK3% ₹726 Cr 27,989,386
↓ -5,000,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | 5433203% ₹663 Cr 28,959,215 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | M&M3% ₹614 Cr 2,079,314 UNO Minda Ltd (Consumer Cyclical)
Equity, Since 30 Sep 16 | UNOMINDA3% ₹598 Cr 5,794,143
↓ -643,500 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 21 | BHARTIARTL2% ₹538 Cr 3,017,149
↑ 500,000 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 5002512% ₹490 Cr 1,486,620 3. Canara Robeco Equity Tax Saver
Canara Robeco Equity Tax Saver
Growth Launch Date 2 Feb 09 NAV (20 Apr 26) ₹174.61 ↑ 0.24 (0.14 %) Net Assets (Cr) ₹7,816 on 31 Mar 26 Category Equity - ELSS AMC Canara Robeco Asset Management Co. Ltd. Rating ☆ Risk Moderately High Expense Ratio 1.69 Sharpe Ratio -0.47 Information Ratio -0.5 Alpha Ratio 0.45 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹12,029 31 Mar 23 ₹11,965 31 Mar 24 ₹15,957 31 Mar 25 ₹17,073 31 Mar 26 ₹16,704 Returns for Canara Robeco Equity Tax Saver
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Apr 26 Duration Returns 1 Month 6.8% 3 Month 0.8% 6 Month -2.8% 1 Year 6.6% 3 Year 15.1% 5 Year 13.7% 10 Year 15 Year Since launch 18.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 5.3% 2023 17.5% 2022 23.7% 2021 -0.2% 2020 35.1% 2019 27.4% 2018 10.7% 2017 2.7% 2016 32% 2015 0% Fund Manager information for Canara Robeco Equity Tax Saver
Name Since Tenure Vishal Mishra 26 Jun 21 4.77 Yr. Shridatta Bhandwaldar 1 Oct 19 6.5 Yr. Data below for Canara Robeco Equity Tax Saver as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 28.96% Consumer Cyclical 14.92% Industrials 13.19% Health Care 6.58% Technology 6.15% Consumer Defensive 5.98% Basic Materials 5.78% Energy 5.77% Communication Services 4.1% Utility 3.24% Real Estate 2.32% Asset Allocation
Asset Class Value Cash 3% Equity 96.98% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK7% ₹522 Cr 7,140,168
↑ 15,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK7% ₹520 Cr 4,311,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | RELIANCE4% ₹338 Cr 2,512,000 Infosys Ltd (Technology)
Equity, Since 31 Jul 18 | INFY4% ₹279 Cr 2,228,659
↑ 47,500 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN3% ₹271 Cr 2,765,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 21 | BHARTIARTL3% ₹263 Cr 1,475,000
↑ 15,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT3% ₹247 Cr 705,619
↑ 1,250 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 5322153% ₹204 Cr 1,753,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 19 | 5000342% ₹187 Cr 2,329,500 GE Vernova T&D India Ltd (Industrials)
Equity, Since 29 Feb 24 | 5222752% ₹174 Cr 478,949
↓ -48,213 4. Canara Robeco Equity Diversified
Canara Robeco Equity Diversified
Growth Launch Date 16 Sep 03 NAV (20 Apr 26) ₹334.46 ↑ 0.67 (0.20 %) Net Assets (Cr) ₹11,922 on 31 Mar 26 Category Equity - Multi Cap AMC Canara Robeco Asset Management Co. Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 1.7 Sharpe Ratio -0.5 Information Ratio -0.53 Alpha Ratio 0.05 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹12,082 31 Mar 23 ₹11,809 31 Mar 24 ₹15,790 31 Mar 25 ₹16,870 31 Mar 26 ₹16,408 Returns for Canara Robeco Equity Diversified
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Apr 26 Duration Returns 1 Month 7.2% 3 Month -0.6% 6 Month -4.7% 1 Year 6.2% 3 Year 14.9% 5 Year 13.3% 10 Year 15 Year Since launch 16.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 7% 2023 17.9% 2022 22.8% 2021 -1.7% 2020 32.6% 2019 22.2% 2018 12.3% 2017 0.9% 2016 37.8% 2015 -2% Fund Manager information for Canara Robeco Equity Diversified
Name Since Tenure Pranav Gokhale 6 Nov 23 2.4 Yr. Shridatta Bhandwaldar 5 Jul 16 9.75 Yr. Data below for Canara Robeco Equity Diversified as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 28.67% Consumer Cyclical 16.75% Industrials 11.95% Technology 8.8% Health Care 7.01% Basic Materials 6.15% Consumer Defensive 6.02% Communication Services 4.47% Energy 4.17% Utility 2.34% Real Estate 0.83% Asset Allocation
Asset Class Value Cash 2.82% Equity 97.16% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 08 | HDFCBANK7% ₹847 Cr 11,584,680
↑ 125,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK6% ₹772 Cr 6,400,550 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 17 | RELIANCE4% ₹497 Cr 3,698,362 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL4% ₹452 Cr 2,536,904
↑ 175,000 Infosys Ltd (Technology)
Equity, Since 30 Apr 10 | INFY3% ₹411 Cr 3,288,203
↑ 275,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 16 | LT3% ₹380 Cr 1,083,270
↑ 35,000 State Bank of India (Financial Services)
Equity, Since 31 Dec 20 | SBIN3% ₹374 Cr 3,819,544
↓ -75,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | M&M3% ₹311 Cr 1,053,515 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jul 19 | 5000342% ₹297 Cr 3,709,960
↑ 250,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jul 18 | 5322152% ₹280 Cr 2,413,600
↑ 200,000 5. Canara Robeco Consumer Trends Fund
Canara Robeco Consumer Trends Fund
Growth Launch Date 14 Sep 09 NAV (20 Apr 26) ₹103.45 ↑ 0.02 (0.02 %) Net Assets (Cr) ₹1,705 on 31 Mar 26 Category Equity - Sectoral AMC Canara Robeco Asset Management Co. Ltd. Rating ☆☆☆ Risk High Expense Ratio 2.09 Sharpe Ratio -0.76 Information Ratio -0.07 Alpha Ratio -3.92 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹11,635 31 Mar 23 ₹12,254 31 Mar 24 ₹17,025 31 Mar 25 ₹18,213 31 Mar 26 ₹16,748 Returns for Canara Robeco Consumer Trends Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Apr 26 Duration Returns 1 Month 7.4% 3 Month -2.1% 6 Month -8.5% 1 Year -0.9% 3 Year 14.4% 5 Year 14% 10 Year 15 Year Since launch 15.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 3.5% 2023 20.3% 2022 26.4% 2021 6.1% 2020 30.2% 2019 20.5% 2018 12.8% 2017 2% 2016 41% 2015 3.4% Fund Manager information for Canara Robeco Consumer Trends Fund
Name Since Tenure Shridatta Bhandwaldar 1 Oct 19 6.5 Yr. Ennette Fernandes 1 Oct 21 4.5 Yr. Data below for Canara Robeco Consumer Trends Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Consumer Cyclical 34.89% Financial Services 23.81% Consumer Defensive 20.57% Communication Services 7.61% Industrials 4.22% Health Care 3.07% Basic Materials 1.9% Technology 0.98% Asset Allocation
Asset Class Value Cash 2.93% Equity 97.07% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | HDFCBANK5% ₹93 Cr 1,274,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 22 | BHARTIARTL5% ₹90 Cr 503,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 21 | MARUTI5% ₹79 Cr 64,500 ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 21 | ITC4% ₹75 Cr 2,600,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | M&M4% ₹72 Cr 245,000
↑ 5,000 Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 25 | 5008254% ₹70 Cr 128,500 Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 5433204% ₹69 Cr 3,000,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 19 | 5000344% ₹67 Cr 830,000 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Nov 21 | VBL3% ₹50 Cr 1,300,000 Godrej Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Aug 21 | 5324243% ₹49 Cr 498,000
جاننا چاہتے ہیں کہ آپ کیسا ہے۔SIP سرمایہ کاری اگر آپ ایک مخصوص مدت کے لیے ماہانہ ایک خاص رقم کی سرمایہ کاری کریں گے تو ترقی ہوگی؟ ہم آپ کو ایک مثال سے سمجھاتے ہیں۔
SIP کیلکولیٹر عام طور پر ان پٹ لیتے ہیں جیسے SIP سرمایہ کاری کی رقم (مقصد) جو کوئی سرمایہ کاری کرنا چاہتا ہے، مطلوبہ سرمایہ کاری کے سالوں کی تعداد، متوقعمہنگائی شرحیں (کسی کو اس کا حساب دینا ہوگا!) اور متوقع منافع۔ لہذا، کوئی ایک مقصد حاصل کرنے کے لیے درکار SIP ریٹرن کا حساب لگا سکتا ہے!
فرض کریں، اگر آپ 10 روپے کی سرمایہ کاری کرتے ہیں،000 10 سالوں کے لیے، دیکھیں کہ آپ کی SIP سرمایہ کاری کیسے بڑھتی ہے-
ماہانہ سرمایہ کاری: INR 10,000
سرمایہ کاری کی مدت: 10 سال
سرمایہ کاری کی کل رقم: INR 12,00,000
طویل مدتی ترقی کی شرح (تقریباً): 15%
کے مطابق متوقع واپسی۔گھونٹ کیلکولیٹر: INR 27,86,573
خالص منافع: 15,86,573 روپے (مطلق واپسی۔= 132.2%)
مندرجہ بالا حسابات سے پتہ چلتا ہے کہ اگر آپ 10 سال کے لیے ماہانہ 10,000 روپے کی سرمایہ کاری کرتے ہیں (کل INR12,00,000) آپ کمائیں گے۔INR 27,86,573جس کا مطلب ہے کہ آپ جو خالص منافع کماتے ہیں۔15,86,573 روپے. کیا یہ بہت اچھا نہیں ہے!
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Research Highlights for Canara Robeco Infrastructure