+91-22-489139095 بہترین جے ایم فنانشل ایس آئی پی فنڈز 2020
جے ایم فنانشلگھونٹ کرنے کا ایک موثر طریقہ ہےباہمی فنڈز میں سرمایہ کاری کریں. ایک ایس آئی پی ایک طریقہ ہےسرمایہ کاری ایک مقررہ رقم ، مستقل بنیاد پر ، ایک میںمشترکہ فنڈ اسکیم یہ باقاعدگی سے بچت اسکیموں جیسا ہی ہے جیسےبار بار جمع. یہاں ، آپ مقررہ وقفہ سے تھوڑی سی رقم خرچ کر سکتے ہیں۔ SIP آپ کو طویل مدتی حاصل کرنے میں مدد کرتا ہےمالی اہداف یہاں تک کہ ماہانہ تھوڑی سی سرمایہ کاری کی جاتی ہے۔ ایکسرمایہ کار ماہانہ / سہ ماہی جیسے وقفے وقفے سے سرمایہ کاری کے وقفے کے ساتھ 500 سے کم سرمایہ کاری کر سکتی ہے۔ یہ آسان اور سستی ہے۔ سرمایہ کار جو ایکوئٹی ، سیسٹیمیٹک میں سرمایہ کاری کرنا چاہتے ہیںسرمایہ کاری کا منصوبہ سرمایہ کاری کرنے کا ایک مثالی طریقہ ہے۔ ایس آئی پی ایکویٹی سرمایہ کاری کے نقصانات کو متوازن کرتا ہے۔
جے ایم فنانشل ایس آئی پی فنڈز میں کیوں سرمایہ لگائیں؟
میں سے کچھایس آئی پی کے فوائد ہیں:
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سرمایہ کار جو خواہش مند ہیںایک گھونٹ میں سرمایہ کاری کریں، یہاں سرمایہ کاری کے لئے بہترین جے ایم فنانشل ایس آئی پی فنڈز موجود ہیںایکویٹی فنڈز. ان فنڈز کو مختلف پیرامیٹرز جیسے اے یو ایم ، ماضی کی پرفارمنس ، ہم مرتبہ اوسط کی واپسی اور دیگر معلوماتی تناسب وغیرہ کے ذریعے شارٹ لسٹ کیا گیا ہے۔
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بہترین جے ایم فنانشل ایس آئی پی میوچل فنڈز
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) JM Value Fund Growth ₹96.351
↑ 0.49 ₹1,062 500 -1.4 12.7 -13.1 23.5 25.6 25.1 JM Multicap Fund Growth ₹97.1049
↑ 0.22 ₹5,957 500 0.6 10.3 -10.5 21.6 25.2 33.3 JM Tax Gain Fund Growth ₹48.6298
↑ 0.04 ₹207 500 2.8 13.2 -6.1 19.6 22.9 29 JM Core 11 Fund Growth ₹19.6805
↑ 0.04 ₹284 500 2.3 11.1 -7.2 18.4 19.5 24.3 JM Large Cap Fund Growth ₹151.949
↑ 0.09 ₹511 500 1.1 11.1 -8.7 15.2 16.8 15.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Sep 25 Research Highlights & Commentary of 5 Funds showcased
Commentary JM Value Fund JM Multicap Fund JM Tax Gain Fund JM Core 11 Fund JM Large Cap Fund Point 1 Upper mid AUM (₹1,062 Cr). Highest AUM (₹5,957 Cr). Bottom quartile AUM (₹207 Cr). Bottom quartile AUM (₹284 Cr). Lower mid AUM (₹511 Cr). Point 2 Established history (28+ yrs). Established history (16+ yrs). Established history (17+ yrs). Established history (17+ yrs). Oldest track record among peers (30 yrs). Point 3 Top rated. Rating: 4★ (upper mid). Rating: 3★ (bottom quartile). Rating: 4★ (lower mid). Rating: 2★ (bottom quartile). Point 4 Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Point 5 5Y return: 25.56% (top quartile). 5Y return: 25.16% (upper mid). 5Y return: 22.88% (lower mid). 5Y return: 19.49% (bottom quartile). 5Y return: 16.76% (bottom quartile). Point 6 3Y return: 23.46% (top quartile). 3Y return: 21.60% (upper mid). 3Y return: 19.57% (lower mid). 3Y return: 18.40% (bottom quartile). 3Y return: 15.17% (bottom quartile). Point 7 1Y return: -13.05% (bottom quartile). 1Y return: -10.50% (bottom quartile). 1Y return: -6.11% (top quartile). 1Y return: -7.17% (upper mid). 1Y return: -8.69% (lower mid). Point 8 Alpha: -8.41 (lower mid). Alpha: -9.56 (bottom quartile). Alpha: -3.85 (top quartile). Alpha: -4.99 (upper mid). Alpha: -9.76 (bottom quartile). Point 9 Sharpe: -0.92 (lower mid). Sharpe: -1.04 (bottom quartile). Sharpe: -0.70 (top quartile). Sharpe: -0.75 (upper mid). Sharpe: -1.07 (bottom quartile). Point 10 Information ratio: 1.11 (top quartile). Information ratio: 0.94 (upper mid). Information ratio: 0.62 (lower mid). Information ratio: 0.40 (bottom quartile). Information ratio: 0.16 (bottom quartile). JM Value Fund
JM Multicap Fund
JM Tax Gain Fund
JM Core 11 Fund
JM Large Cap Fund
(Erstwhile JM Basic Fund) The primary objective of the Scheme will be to provide capital appreciation to its Unitholders through judicious deployment of the corpus of the Scheme in sectors categorized under “basic industry” in the normal parlance and in context of the Indian economy, including but not limited to, energy, petrochemicals, oil & gas, power generation & distribution and electrical equipment suppliers, metals and building material. The fund would continue to remain open-ended with a sector focus. Below is the key information for JM Value Fund Returns up to 1 year are on (Erstwhile JM Multi Strategy Fund) The investment objective of the Scheme is to provide capital appreciation by investing in equity and equity related securities using a combination of strategies. Research Highlights for JM Multicap Fund Below is the key information for JM Multicap Fund Returns up to 1 year are on The investment objective is to generate long-term capital growth from a diversified and actively managed portfolio of equity and equity related securities and to enable investors a deduction from total income, as permitted under the Income Tax Act, 1961 from time to time. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns. Research Highlights for JM Tax Gain Fund Below is the key information for JM Tax Gain Fund Returns up to 1 year are on The investment objective of the Scheme is to provide long-term growth by investing predominantly in a concentrated portfolio of equity / equity related instruments of companies. Research Highlights for JM Core 11 Fund Below is the key information for JM Core 11 Fund Returns up to 1 year are on (Erstwhile JM Equity Fund) The scheme seeks to provide optimum capital growth and appreciation. Research Highlights for JM Large Cap Fund Below is the key information for JM Large Cap Fund Returns up to 1 year are on 1. JM Value Fund
JM Value Fund
Growth Launch Date 2 Jun 97 NAV (05 Sep 25) ₹96.351 ↑ 0.49 (0.51 %) Net Assets (Cr) ₹1,062 on 31 Jul 25 Category Equity - Value AMC JM Financial Asset Management Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.23 Sharpe Ratio -0.92 Information Ratio 1.11 Alpha Ratio -8.41 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 31 Aug 20 ₹10,000 31 Aug 21 ₹16,059 31 Aug 22 ₹16,637 31 Aug 23 ₹22,572 31 Aug 24 ₹36,010 31 Aug 25 ₹30,791 Returns for JM Value Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Sep 25 Duration Returns 1 Month -0.1% 3 Month -1.4% 6 Month 12.7% 1 Year -13.1% 3 Year 23.5% 5 Year 25.6% 10 Year 15 Year Since launch 16.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 25.1% 2023 47.7% 2022 5.3% 2021 36.3% 2020 13.4% 2019 11.9% 2018 -11.2% 2017 44.6% 2016 12.1% 2015 3.5% Fund Manager information for JM Value Fund
Name Since Tenure Satish Ramanathan 20 Aug 21 4.04 Yr. Asit Bhandarkar 11 Dec 06 18.74 Yr. Ruchi Fozdar 4 Oct 24 0.91 Yr. Deepak Gupta 11 Apr 25 0.39 Yr. Data below for JM Value Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Financial Services 25.84% Consumer Cyclical 20.41% Industrials 17.59% Basic Materials 10.55% Consumer Defensive 6.64% Technology 6.11% Communication Services 5.15% Health Care 4.38% Energy 2.95% Asset Allocation
Asset Class Value Cash 0.36% Equity 99.64% Top Securities Holdings / Portfolio
Name Holding Value Quantity Godfrey Phillips India Ltd (Consumer Defensive)
Equity, Since 31 Aug 24 | GODFRYPHLP4% ₹44 Cr 48,789 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 12 | HDFCBANK3% ₹36 Cr 180,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 09 | LT3% ₹35 Cr 97,613 Whirlpool of India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 25 | 5002383% ₹33 Cr 245,000 Restaurant Brands Asia Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 29 Feb 24 | 5432483% ₹32 Cr 3,894,908 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 28 Feb 25 | HINDPETRO3% ₹31 Cr 750,000
↓ -50,000 Ramco Cements Ltd (Basic Materials)
Equity, Since 30 Apr 25 | RAMCOCEM3% ₹29 Cr 250,000 CARE Ratings Ltd (Financial Services)
Equity, Since 31 Oct 24 | CARERATING3% ₹29 Cr 169,928
↑ 799 Infosys Ltd (Technology)
Equity, Since 31 May 18 | INFY3% ₹29 Cr 190,605
↓ -7,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 24 | BHARTIARTL3% ₹29 Cr 150,000 2. JM Multicap Fund
JM Multicap Fund
Growth Launch Date 23 Sep 08 NAV (05 Sep 25) ₹97.1049 ↑ 0.22 (0.23 %) Net Assets (Cr) ₹5,957 on 31 Jul 25 Category Equity - Multi Cap AMC JM Financial Asset Management Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.84 Sharpe Ratio -1.04 Information Ratio 0.94 Alpha Ratio -9.56 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 31 Aug 20 ₹10,000 31 Aug 21 ₹15,967 31 Aug 22 ₹17,147 31 Aug 23 ₹21,412 31 Aug 24 ₹34,704 31 Aug 25 ₹30,488 Returns for JM Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Sep 25 Duration Returns 1 Month 1.1% 3 Month 0.6% 6 Month 10.3% 1 Year -10.5% 3 Year 21.6% 5 Year 25.2% 10 Year 15 Year Since launch 14.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 33.3% 2023 40% 2022 7.8% 2021 32.9% 2020 11.4% 2019 16.6% 2018 -5.4% 2017 39.5% 2016 10.5% 2015 -2.8% Fund Manager information for JM Multicap Fund
Name Since Tenure Satish Ramanathan 20 Aug 21 4.04 Yr. Asit Bhandarkar 1 Oct 24 0.92 Yr. Ruchi Fozdar 4 Oct 24 0.91 Yr. Deepak Gupta 11 Apr 25 0.39 Yr. Data below for JM Multicap Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Financial Services 28.57% Consumer Cyclical 18.04% Industrials 15.66% Technology 11.48% Consumer Defensive 7.15% Energy 5.51% Health Care 5.47% Basic Materials 3.12% Communication Services 2.7% Real Estate 0.78% Asset Allocation
Asset Class Value Cash 1.51% Equity 98.49% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | ICICIBANK5% ₹281 Cr 1,900,000
↓ -50,000 Godfrey Phillips India Ltd (Consumer Defensive)
Equity, Since 28 Feb 25 | GODFRYPHLP4% ₹238 Cr 261,706 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | HDFCBANK4% ₹238 Cr 1,177,626
↓ -147,374 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT4% ₹236 Cr 650,000 One97 Communications Ltd (Technology)
Equity, Since 31 May 25 | 5433963% ₹180 Cr 1,654,322
↑ 289,999 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 25 | RELIANCE3% ₹169 Cr 1,215,516
↓ -684,484 Tech Mahindra Ltd (Technology)
Equity, Since 31 Jul 24 | 5327553% ₹161 Cr 1,100,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL3% ₹161 Cr 840,000
↓ -160,000 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 May 25 | HINDPETRO3% ₹159 Cr 3,799,881
↓ -460,489 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 25 | ADANIPORTS3% ₹151 Cr 1,100,000 3. JM Tax Gain Fund
JM Tax Gain Fund
Growth Launch Date 31 Mar 08 NAV (05 Sep 25) ₹48.6298 ↑ 0.04 (0.09 %) Net Assets (Cr) ₹207 on 31 Jul 25 Category Equity - ELSS AMC JM Financial Asset Management Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.37 Sharpe Ratio -0.7 Information Ratio 0.62 Alpha Ratio -3.85 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Aug 20 ₹10,000 31 Aug 21 ₹15,997 31 Aug 22 ₹16,497 31 Aug 23 ₹19,708 31 Aug 24 ₹30,143 31 Aug 25 ₹27,753 Returns for JM Tax Gain Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Sep 25 Duration Returns 1 Month 2.5% 3 Month 2.8% 6 Month 13.2% 1 Year -6.1% 3 Year 19.6% 5 Year 22.9% 10 Year 15 Year Since launch 9.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 29% 2023 30.9% 2022 0.5% 2021 32.2% 2020 18.3% 2019 14.9% 2018 -4.6% 2017 42.6% 2016 5.2% 2015 -0.6% Fund Manager information for JM Tax Gain Fund
Name Since Tenure Satish Ramanathan 1 Oct 24 0.92 Yr. Asit Bhandarkar 31 Dec 21 3.67 Yr. Ruchi Fozdar 4 Oct 24 0.91 Yr. Deepak Gupta 11 Apr 25 0.39 Yr. Data below for JM Tax Gain Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Financial Services 27.77% Consumer Cyclical 13.43% Technology 13.34% Industrials 13.14% Basic Materials 12.93% Health Care 7.59% Energy 3.59% Communication Services 2.84% Consumer Defensive 2.18% Real Estate 1.1% Utility 0.95% Asset Allocation
Asset Class Value Cash 1.1% Equity 98.9% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT5% ₹11 Cr 28,947 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 11 | HDFCBANK5% ₹10 Cr 49,131 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 22 | ICICIBANK4% ₹8 Cr 56,000
↓ -14,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 25 | RELIANCE4% ₹7 Cr 53,400 One97 Communications Ltd (Technology)
Equity, Since 31 May 25 | 5433963% ₹6 Cr 55,500 Syrma SGS Technology Ltd (Technology)
Equity, Since 31 May 25 | SYRMA3% ₹6 Cr 77,750
↓ -23,250 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL3% ₹6 Cr 30,700 OneSource Specialty Pharma Ltd (Healthcare)
Equity, Since 31 Jan 25 | ONESOURCE3% ₹6 Cr 28,195 CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 24 | CREDITACC3% ₹5 Cr 41,601
↓ -1,999 Infosys Ltd (Technology)
Equity, Since 31 Aug 18 | INFY2% ₹5 Cr 32,965 4. JM Core 11 Fund
JM Core 11 Fund
Growth Launch Date 5 Mar 08 NAV (05 Sep 25) ₹19.6805 ↑ 0.04 (0.20 %) Net Assets (Cr) ₹284 on 31 Jul 25 Category Equity - Large Cap AMC JM Financial Asset Management Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.38 Sharpe Ratio -0.75 Information Ratio 0.4 Alpha Ratio -4.99 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 31 Aug 20 ₹10,000 31 Aug 21 ₹14,123 31 Aug 22 ₹14,763 31 Aug 23 ₹18,121 31 Aug 24 ₹26,555 31 Aug 25 ₹24,084 Returns for JM Core 11 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Sep 25 Duration Returns 1 Month 1.4% 3 Month 2.3% 6 Month 11.1% 1 Year -7.2% 3 Year 18.4% 5 Year 19.5% 10 Year 15 Year Since launch 3.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 24.3% 2023 32.9% 2022 7.1% 2021 16.3% 2020 6.3% 2019 10.6% 2018 -5% 2017 43.1% 2016 11.1% 2015 -2.4% Fund Manager information for JM Core 11 Fund
Name Since Tenure Satish Ramanathan 1 Oct 24 0.92 Yr. Asit Bhandarkar 25 Feb 09 16.53 Yr. Ruchi Fozdar 4 Oct 24 0.91 Yr. Deepak Gupta 11 Apr 25 0.39 Yr. Data below for JM Core 11 Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Consumer Cyclical 26.2% Financial Services 25.04% Technology 15.26% Industrials 15.13% Health Care 6.46% Communication Services 4.71% Basic Materials 2.85% Real Estate 2.19% Asset Allocation
Asset Class Value Cash 2.17% Equity 97.83% Top Securities Holdings / Portfolio
Name Holding Value Quantity One97 Communications Ltd (Technology)
Equity, Since 31 May 25 | 5433965% ₹15 Cr 140,000
↑ 30,000 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Mar 23 | AMBER5% ₹15 Cr 18,298 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 11 | LT5% ₹14 Cr 38,507 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | HDFCBANK5% ₹14 Cr 67,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 24 | BHARTIARTL5% ₹13 Cr 70,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5000344% ₹12 Cr 137,000
↑ 27,000 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | 5002514% ₹12 Cr 23,109
↑ 2,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 23 | ICICIBANK4% ₹11 Cr 74,000 Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 28 Feb 25 | EICHERMOT4% ₹11 Cr 20,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Nov 23 | 5433204% ₹11 Cr 345,000 5. JM Large Cap Fund
JM Large Cap Fund
Growth Launch Date 1 Apr 95 NAV (05 Sep 25) ₹151.949 ↑ 0.09 (0.06 %) Net Assets (Cr) ₹511 on 31 Jul 25 Category Equity - Large Cap AMC JM Financial Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.36 Sharpe Ratio -1.07 Information Ratio 0.16 Alpha Ratio -9.76 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 31 Aug 20 ₹10,000 31 Aug 21 ₹13,535 31 Aug 22 ₹14,160 31 Aug 23 ₹16,099 31 Aug 24 ₹23,842 31 Aug 25 ₹21,316 Returns for JM Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Sep 25 Duration Returns 1 Month 1.4% 3 Month 1.1% 6 Month 11.1% 1 Year -8.7% 3 Year 15.2% 5 Year 16.8% 10 Year 15 Year Since launch 9.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 15.1% 2023 29.6% 2022 3.4% 2021 23.2% 2020 18.1% 2019 4.9% 2018 0.8% 2017 20.9% 2016 1.8% 2015 -1.3% Fund Manager information for JM Large Cap Fund
Name Since Tenure Satish Ramanathan 20 Aug 21 4.04 Yr. Asit Bhandarkar 5 Oct 17 7.91 Yr. Ruchi Fozdar 4 Oct 24 0.91 Yr. Deepak Gupta 27 Jan 25 0.59 Yr. Data below for JM Large Cap Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Financial Services 30.92% Industrials 11.61% Consumer Cyclical 11.54% Technology 11.44% Communication Services 7.01% Health Care 6.22% Basic Materials 5.92% Energy 4.67% Consumer Defensive 4.42% Utility 4.41% Real Estate 1.11% Asset Allocation
Asset Class Value Cash 0.73% Equity 99.27% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 12 | HDFCBANK9% ₹44 Cr 216,972
↑ 35,500 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | ICICIBANK6% ₹29 Cr 194,587
↑ 17,500 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL5% ₹25 Cr 133,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 25 | LT4% ₹22 Cr 60,500 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 25 | RELIANCE4% ₹19 Cr 135,000 Infosys Ltd (Technology)
Equity, Since 30 Apr 15 | INFY3% ₹16 Cr 106,998
↓ -26,500 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Mar 25 | INDIGO3% ₹14 Cr 23,500 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 25 | 5322153% ₹13 Cr 120,173
↓ -31,827 Bajaj Finance Ltd (Financial Services)
Equity, Since 28 Feb 25 | 5000342% ₹12 Cr 139,999
↑ 27,499 State Bank of India (Financial Services)
Equity, Since 31 Oct 11 | SBIN2% ₹11 Cr 141,397
↓ -56,000
ایس آئی پی کی سرمایہ کاری کیسے بڑھتی ہے؟
آپ کو کس طرح جاننا چاہتا ہوںSIP سرمایہ کاری اگر آپ ایک خاص مدت کے لئے ماہانہ ایک خاص رقم کی سرمایہ کاری کرتے ہیں تو بڑھ جائے گا؟ ہم آپ کو ایک مثال کے ساتھ بیان کریں گے۔
SIP کیلکولیٹر یا SIP ریٹرن کیلکولیٹر
ایس آئی پی کیلکولیٹر عام طور پر ان پٹ لیتے ہیں جیسے ایس آئی پی سرمایہ کاری کی رقم (ہدف) جس میں کوئی سرمایہ کاری کرنا چاہتا ہے ، سال کی تعداد میں درکار ، متوقعمہنگائی شرحیں (کسی کو اس کا محاسبہ کرنے کی ضرورت ہے!) اور متوقع منافع۔ لہذا ، کوئی بھی مقصد حاصل کرنے کے لئے درکار ایس آئی پی ریٹرن کا حساب لگا سکتا ہے!
فرض کریں ، اگر آپ 10 سال کے لئے 10،000 ڈالر کی سرمایہ کاری کرتے ہیں تو دیکھیں کہ آپ کی ایس آئی پی کی سرمایہ کاری کیسے بڑھتی ہے۔
ماہانہ سرمایہ کاری: 10،000
سرمایہ کاری کی مدت: 10 سال
کل رقم خرچ کی گئی: INR 12،00،000
طویل مدتی شرح نمو (لگ بھگ): 15٪
متوقع واپسیگھونٹ کیلکولیٹر: INR 27،86،573
خالص منافع: INR 15،86،573 (مطلق واپسی= 132.2٪)
مذکورہ بالا حساب بتاتے ہیں کہ اگر آپ 10 سال کے لئے ماہانہ INR 10 میں سرمایہ کاری کرتے ہیں (کل INR12،00،000) آپ کمائیں گےINR 27،86،573، جس کا مطلب ہے کہ آپ جو خالص منافع کرتے ہیں وہ ہےINR 15،86،573. کیا یہ اچھا نہیں ہے!
جے ایم میوچل فنڈ ایس آئی پی آن لائن میں کیسے سرمایہ کاری کی جائے؟
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