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5 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:
- روپے کی اوسط لاگت
- مرکب کی طاقت
- طویل مدتی بچت کی عادت
- سستی اور لچکدار
- مارکیٹ کو وقت دینے کی ضرورت نہیں
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 (%) 2023 (%) JM Multicap Fund Growth ₹94.4933
↓ -0.12 ₹5,263 500 -0.8 -9.2 3 23.7 27.5 33.3 JM Value Fund Growth ₹92.8887
↑ 0.18 ₹988 500 -0.1 -9.8 0.8 23.6 29 25.1 JM Tax Gain Fund Growth ₹45.4771
↓ -0.04 ₹184 500 0.3 -8.1 4.4 18.9 26 29 JM Core 11 Fund Growth ₹18.6403
↓ -0.05 ₹247 500 -1.4 -9.5 0.3 18.2 21.2 24.3 JM Large Cap Fund Growth ₹145.992
↓ -0.32 ₹491 500 1 -8.3 -1.7 15.2 18.4 15.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Apr 25
(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. JM Multicap Fund is a Equity - Multi Cap fund was launched on 23 Sep 08. It is a fund with Moderately High risk and has given a Below is the key information for JM Multicap Fund Returns up to 1 year are on (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. JM Value Fund is a Equity - Value fund was launched on 2 Jun 97. It is a fund with High risk and has given a Below is the key information for JM Value 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. JM Tax Gain Fund is a Equity - ELSS fund was launched on 31 Mar 08. It is a fund with Moderately High risk and has given a 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. 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 JM Equity Fund) The scheme seeks to provide optimum capital growth and appreciation. JM Large Cap Fund is a Equity - Large Cap fund was launched on 1 Apr 95. It is a fund with Moderately High risk and has given a Below is the key information for JM Large Cap Fund Returns up to 1 year are on 1. JM Multicap Fund
CAGR/Annualized return of 14.5% since its launch. Ranked 16 in Multi Cap category. Return for 2024 was 33.3% , 2023 was 40% and 2022 was 7.8% . JM Multicap Fund
Growth Launch Date 23 Sep 08 NAV (29 Apr 25) ₹94.4933 ↓ -0.12 (-0.13 %) Net Assets (Cr) ₹5,263 on 31 Mar 25 Category Equity - Multi Cap AMC JM Financial Asset Management Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.17 Sharpe Ratio 0.11 Information Ratio 1.11 Alpha Ratio 1.9 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 Mar 20 ₹10,000 31 Mar 21 ₹16,364 31 Mar 22 ₹19,803 31 Mar 23 ₹20,797 31 Mar 24 ₹32,659 31 Mar 25 ₹35,051 Returns for JM Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Apr 25 Duration Returns 1 Month 3.8% 3 Month -0.8% 6 Month -9.2% 1 Year 3% 3 Year 23.7% 5 Year 27.5% 10 Year 15 Year Since launch 14.5% Historical performance (Yearly) on absolute basis
Year Returns 2023 33.3% 2022 40% 2021 7.8% 2020 32.9% 2019 11.4% 2018 16.6% 2017 -5.4% 2016 39.5% 2015 10.5% 2014 -2.8% Fund Manager information for JM Multicap Fund
Name Since Tenure Satish Ramanathan 20 Aug 21 3.62 Yr. Asit Bhandarkar 1 Oct 24 0.5 Yr. Ruchi Fozdar 4 Oct 24 0.49 Yr. Deepak Gupta 11 Apr 25 0 Yr. Data below for JM Multicap Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 33% Consumer Cyclical 13.38% Industrials 12.47% Health Care 9.75% Technology 6.16% Consumer Defensive 5.61% Basic Materials 5.1% Utility 3.47% Energy 3.21% Communication Services 2.73% Asset Allocation
Asset Class Value Cash 5.13% Equity 94.87% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | HDFCBANK7% ₹371 Cr 2,030,500
↑ 285,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | ICICIBANK5% ₹287 Cr 2,125,800
↓ -300,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN3% ₹179 Cr 2,325,000 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 24 | SUNPHARMA3% ₹167 Cr 960,000 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jan 25 | CHOLAFIN3% ₹161 Cr 1,058,796
↑ 175,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | KOTAKBANK3% ₹157 Cr 725,000
↓ -125,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5000343% ₹154 Cr 172,500
↑ 65,000 REC Ltd (Financial Services)
Equity, Since 30 Nov 22 | 5329553% ₹153 Cr 3,555,834
↑ 750,000 Godfrey Phillips India Ltd (Consumer Defensive)
Equity, Since 28 Feb 25 | GODFRYPHLP3% ₹148 Cr 218,780
↑ 56,777 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL3% ₹144 Cr 830,000 2. JM Value Fund
CAGR/Annualized return of 16.4% since its launch. Ranked 15 in Value category. Return for 2024 was 25.1% , 2023 was 47.7% and 2022 was 5.3% . JM Value Fund
Growth Launch Date 2 Jun 97 NAV (29 Apr 25) ₹92.8887 ↑ 0.18 (0.19 %) Net Assets (Cr) ₹988 on 31 Mar 25 Category Equity - Value AMC JM Financial Asset Management Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.47 Sharpe Ratio -0.05 Information Ratio 0.8 Alpha Ratio -1.43 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 Mar 20 ₹10,000 31 Mar 21 ₹17,517 31 Mar 22 ₹21,263 31 Mar 23 ₹22,524 31 Mar 24 ₹35,581 31 Mar 25 ₹36,912 Returns for JM Value Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Apr 25 Duration Returns 1 Month 5% 3 Month -0.1% 6 Month -9.8% 1 Year 0.8% 3 Year 23.6% 5 Year 29% 10 Year 15 Year Since launch 16.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 25.1% 2022 47.7% 2021 5.3% 2020 36.3% 2019 13.4% 2018 11.9% 2017 -11.2% 2016 44.6% 2015 12.1% 2014 3.5% Fund Manager information for JM Value Fund
Name Since Tenure Satish Ramanathan 20 Aug 21 3.61 Yr. Asit Bhandarkar 11 Dec 06 18.32 Yr. Ruchi Fozdar 4 Oct 24 0.49 Yr. Deepak Gupta 11 Apr 25 0 Yr. Data below for JM Value Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 34.48% Consumer Cyclical 17.94% Health Care 8.03% Industrials 7.82% Technology 7.71% Basic Materials 7.68% Consumer Defensive 7.63% Utility 3.31% Energy 2.92% Communication Services 2.13% Asset Allocation
Asset Class Value Cash 0.35% Equity 99.65% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 12 | HDFCBANK7% ₹68 Cr 373,605
↓ -30,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5000345% ₹51 Cr 56,485
↑ 2,500 Infosys Ltd (Technology)
Equity, Since 31 May 18 | INFY5% ₹49 Cr 314,105
↓ -20,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK4% ₹40 Cr 300,000
↓ -30,000 REC Ltd (Financial Services)
Equity, Since 30 Sep 22 | 5329553% ₹34 Cr 800,800
↑ 150,000 Godfrey Phillips India Ltd (Consumer Defensive)
Equity, Since 31 Aug 24 | GODFRYPHLP3% ₹33 Cr 48,789
↑ 8,000 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 28 Feb 25 | HINDPETRO3% ₹29 Cr 800,000
↑ 400,000 Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | 5329773% ₹26 Cr 33,500
↓ -1,500 Godrej Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Jan 25 | 5324243% ₹26 Cr 225,438
↓ -31,000 Voltas Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | VOLTAS3% ₹26 Cr 177,000
↓ -10,000 3. JM Tax Gain Fund
CAGR/Annualized return of 9.3% since its launch. Ranked 18 in ELSS category. Return for 2024 was 29% , 2023 was 30.9% and 2022 was 0.5% . JM Tax Gain Fund
Growth Launch Date 31 Mar 08 NAV (29 Apr 25) ₹45.4771 ↓ -0.04 (-0.10 %) Net Assets (Cr) ₹184 on 31 Mar 25 Category Equity - ELSS AMC JM Financial Asset Management Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.4 Sharpe Ratio 0.26 Information Ratio 0.48 Alpha Ratio 4.69 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹17,396 31 Mar 22 ₹21,099 31 Mar 23 ₹20,935 31 Mar 24 ₹30,269 31 Mar 25 ₹33,442 Returns for JM Tax Gain Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Apr 25 Duration Returns 1 Month 1.8% 3 Month 0.3% 6 Month -8.1% 1 Year 4.4% 3 Year 18.9% 5 Year 26% 10 Year 15 Year Since launch 9.3% Historical performance (Yearly) on absolute basis
Year Returns 2023 29% 2022 30.9% 2021 0.5% 2020 32.2% 2019 18.3% 2018 14.9% 2017 -4.6% 2016 42.6% 2015 5.2% 2014 -0.6% Fund Manager information for JM Tax Gain Fund
Name Since Tenure Satish Ramanathan 1 Oct 24 0.5 Yr. Asit Bhandarkar 31 Dec 21 3.25 Yr. Ruchi Fozdar 4 Oct 24 0.49 Yr. Deepak Gupta 11 Apr 25 0 Yr. Data below for JM Tax Gain Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 25.54% Consumer Cyclical 16.39% Basic Materials 12.55% Technology 11.67% Health Care 9.62% Industrials 8.89% Consumer Defensive 6.64% Communication Services 2.9% Utility 1.27% Asset Allocation
Asset Class Value Cash 3.17% Equity 96.83% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 22 | ICICIBANK6% ₹11 Cr 77,975 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 11 | HDFCBANK5% ₹9 Cr 49,131
↓ -5,000 Infosys Ltd (Technology)
Equity, Since 31 Aug 18 | INFY4% ₹7 Cr 45,965 Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | 5329773% ₹6 Cr 7,300
↑ 750 State Bank of India (Financial Services)
Equity, Since 31 Aug 20 | SBIN3% ₹6 Cr 72,900 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Mar 25 | 5000343% ₹6 Cr 6,250
↑ 6,250 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | MARUTI3% ₹5 Cr 4,706 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL3% ₹5 Cr 30,700 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT3% ₹5 Cr 14,447 OneSource Specialty Pharma Ltd (Healthcare)
Equity, Since 31 Jan 25 | ONESOURCE3% ₹5 Cr 28,195 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 (29 Apr 25) ₹18.6403 ↓ -0.05 (-0.27 %) 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 31 Mar 20 ₹10,000 31 Mar 21 ₹15,186 31 Mar 22 ₹17,577 31 Mar 23 ₹17,889 31 Mar 24 ₹26,724 31 Mar 25 ₹28,198 Returns for JM Core 11 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Apr 25 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. JM Large Cap Fund
CAGR/Annualized return of 9.3% since its launch. Ranked 73 in Large Cap category. Return for 2024 was 15.1% , 2023 was 29.6% and 2022 was 3.4% . JM Large Cap Fund
Growth Launch Date 1 Apr 95 NAV (29 Apr 25) ₹145.992 ↓ -0.32 (-0.22 %) Net Assets (Cr) ₹491 on 31 Mar 25 Category Equity - Large Cap AMC JM Financial Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.46 Sharpe Ratio -0.36 Information Ratio 0.06 Alpha Ratio -6.76 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 Mar 20 ₹10,000 31 Mar 21 ₹13,783 31 Mar 22 ₹16,352 31 Mar 23 ₹16,416 31 Mar 24 ₹23,869 31 Mar 25 ₹23,803 Returns for JM Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Apr 25 Duration Returns 1 Month 2% 3 Month 1% 6 Month -8.3% 1 Year -1.7% 3 Year 15.2% 5 Year 18.4% 10 Year 15 Year Since launch 9.3% Historical performance (Yearly) on absolute basis
Year Returns 2023 15.1% 2022 29.6% 2021 3.4% 2020 23.2% 2019 18.1% 2018 4.9% 2017 0.8% 2016 20.9% 2015 1.8% 2014 -1.3% Fund Manager information for JM Large Cap Fund
Name Since Tenure Satish Ramanathan 20 Aug 21 3.61 Yr. Asit Bhandarkar 5 Oct 17 7.49 Yr. Ruchi Fozdar 4 Oct 24 0.49 Yr. Deepak Gupta 27 Jan 25 0.17 Yr. Data below for JM Large Cap Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 33.77% Consumer Cyclical 12.44% Industrials 11.46% Energy 7.81% Basic Materials 7.18% Technology 6.81% Communication Services 5.78% Consumer Defensive 5.15% Health Care 4.55% Utility 3.62% Asset Allocation
Asset Class Value Cash 1.44% Equity 98.56% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 12 | HDFCBANK8% ₹40 Cr 220,472
↑ 82,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 25 | RELIANCE7% ₹33 Cr 258,000
↑ 258,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | ICICIBANK5% ₹26 Cr 194,087
↓ -75,000 State Bank of India (Financial Services)
Equity, Since 31 Oct 11 | SBIN5% ₹23 Cr 293,397
↑ 35,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 28 Feb 25 | 5000344% ₹20 Cr 22,250
↑ 12,750 Infosys Ltd (Technology)
Equity, Since 30 Apr 15 | INFY4% ₹18 Cr 112,898
↓ -28,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL3% ₹16 Cr 90,000
↓ -20,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 25 | LT3% ₹15 Cr 44,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | MARUTI3% ₹14 Cr 12,217
↓ -4,100 HDFC Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Mar 25 | HDFCLIFE3% ₹13 Cr 195,650
↑ 195,650
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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یہاں فراہم کردہ معلومات کو درست بنانے کے لئے تمام کوششیں کی گئیں ہیں۔ تاہم ، اعداد و شمار کی درستگی کے بارے میں کوئی ضمانت نہیں دی گئی ہے۔ براہ کرم کوئی سرمایہ کاری کرنے سے پہلے اسکیم سے متعلق معلومات کے دستاویز کی تصدیق کریں۔
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