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۔
میں سے کچھایس آئی پی کے فوائد ہیں:
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۔
Talk to our investment specialist
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) JM Value Fund Growth ₹95.6576
↓ -0.02 ₹1,019 500 -4.4 8.2 -12.6 24.9 26.1 25.1 JM Multicap Fund Growth ₹96.9629
↑ 0.32 ₹5,943 500 -2.5 6.5 -11.6 23.6 26.1 33.3 JM Tax Gain Fund Growth ₹48.0232
↑ 0.15 ₹210 500 -1.9 7.5 -9.3 20.6 22.9 29 JM Core 11 Fund Growth ₹19.7051
↑ 0.06 ₹283 500 -1.2 5.8 -8.2 20 20.8 24.3 JM Large Cap Fund Growth ₹150.922
↑ 0.11 ₹490 500 -3.4 5.5 -10.5 16.2 16.8 15.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 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 (₹1,019 Cr). Highest AUM (₹5,943 Cr). Bottom quartile AUM (₹210 Cr). Bottom quartile AUM (₹283 Cr). Lower mid AUM (₹490 Cr). Point 2 Established history (28+ yrs). Established history (17+ 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: 26.13% (upper mid). 5Y return: 26.13% (top quartile). 5Y return: 22.94% (lower mid). 5Y return: 20.81% (bottom quartile). 5Y return: 16.77% (bottom quartile). Point 6 3Y return: 24.93% (top quartile). 3Y return: 23.59% (upper mid). 3Y return: 20.61% (lower mid). 3Y return: 19.96% (bottom quartile). 3Y return: 16.22% (bottom quartile). Point 7 1Y return: -12.65% (bottom quartile). 1Y return: -11.61% (bottom quartile). 1Y return: -9.34% (upper mid). 1Y return: -8.23% (top quartile). 1Y return: -10.54% (lower mid). Point 8 Alpha: -10.12 (bottom quartile). Alpha: -8.50 (bottom quartile). Alpha: -3.68 (top quartile). Alpha: -5.21 (upper mid). Alpha: -7.84 (lower mid). Point 9 Sharpe: -1.17 (bottom quartile). Sharpe: -1.13 (bottom quartile). Sharpe: -0.85 (top quartile). Sharpe: -0.92 (upper mid). Sharpe: -1.11 (lower mid). Point 10 Information ratio: 1.05 (upper mid). Information ratio: 1.09 (top quartile). Information ratio: 0.80 (lower mid). Information ratio: 0.54 (bottom quartile). Information ratio: 0.25 (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 (29 Sep 25) ₹95.6576 ↓ -0.02 (-0.02 %) Net Assets (Cr) ₹1,019 on 31 Aug 25 Category Equity - Value AMC JM Financial Asset Management Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.23 Sharpe Ratio -1.17 Information Ratio 1.05 Alpha Ratio -10.12 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 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 29 Sep 25 Duration Returns 1 Month 1.2% 3 Month -4.4% 6 Month 8.2% 1 Year -12.6% 3 Year 24.9% 5 Year 26.1% 10 Year 15 Year Since launch 16.3% 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 Aug 25
Equity Sector Allocation
Sector Value Financial Services 25.65% Consumer Cyclical 20.59% Industrials 16.61% Basic Materials 8.24% Consumer Defensive 7.58% Technology 7.34% Communication Services 5.75% Health Care 4.7% Energy 1.48% Asset Allocation
Asset Class Value Cash 2.07% Equity 97.93% Top Securities Holdings / Portfolio
Name Holding Value Quantity Godfrey Phillips India Ltd (Consumer Defensive)
Equity, Since 31 Aug 24 | GODFRYPHLP5% ₹54 Cr 48,789 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 12 | HDFCBANK3% ₹34 Cr 360,000 Infosys Ltd (Technology)
Equity, Since 31 May 18 | INFY3% ₹34 Cr 230,605
↑ 40,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 09 | LT3% ₹33 Cr 92,613
↓ -5,000 Whirlpool of India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 25 | WHIRLPOOL3% ₹32 Cr 245,000 Tech Mahindra Ltd (Technology)
Equity, Since 30 Jun 24 | TECHM3% ₹32 Cr 215,000
↑ 35,000 CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 24 | CREDITACC3% ₹32 Cr 225,630 Restaurant Brands Asia Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 29 Feb 24 | RBA3% ₹31 Cr 3,894,908 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 24 | BHARTIARTL3% ₹28 Cr 150,000 Jana Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | JSFB3% ₹27 Cr 554,284 2. JM Multicap Fund
JM Multicap Fund
Growth Launch Date 23 Sep 08 NAV (29 Sep 25) ₹96.9629 ↑ 0.32 (0.33 %) Net Assets (Cr) ₹5,943 on 31 Aug 25 Category Equity - Multi Cap AMC JM Financial Asset Management Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.84 Sharpe Ratio -1.13 Information Ratio 1.09 Alpha Ratio -8.5 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 29 Sep 25 Duration Returns 1 Month 1.5% 3 Month -2.5% 6 Month 6.5% 1 Year -11.6% 3 Year 23.6% 5 Year 26.1% 10 Year 15 Year Since launch 14.3% 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 Aug 25
Equity Sector Allocation
Sector Value Financial Services 27.24% Consumer Cyclical 19.69% Technology 14.53% Industrials 13.35% Consumer Defensive 7.96% Health Care 5.17% Energy 3.53% Communication Services 2.99% Basic Materials 2.8% Real Estate 0.7% Asset Allocation
Asset Class Value Cash 2.02% Equity 97.97% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | ICICIBANK5% ₹308 Cr 2,200,000
↑ 300,000 Godfrey Phillips India Ltd (Consumer Defensive)
Equity, Since 28 Feb 25 | GODFRYPHLP5% ₹288 Cr 261,706 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT4% ₹234 Cr 650,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | HDFCBANK4% ₹224 Cr 2,355,252 Tech Mahindra Ltd (Technology)
Equity, Since 31 Jul 24 | TECHM4% ₹213 Cr 1,440,908
↑ 340,908 One97 Communications Ltd (Technology)
Equity, Since 31 May 25 | 5433963% ₹200 Cr 1,654,322 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL3% ₹178 Cr 940,000
↑ 100,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | MARUTI2% ₹148 Cr 100,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN2% ₹141 Cr 1,755,000
↑ 200,000 Motilal Oswal Financial Services Ltd (Financial Services)
Equity, Since 31 May 25 | MOTILALOFS2% ₹129 Cr 1,505,492 3. JM Tax Gain Fund
JM Tax Gain Fund
Growth Launch Date 31 Mar 08 NAV (29 Sep 25) ₹48.0232 ↑ 0.15 (0.32 %) Net Assets (Cr) ₹210 on 31 Aug 25 Category Equity - ELSS AMC JM Financial Asset Management Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.37 Sharpe Ratio -0.86 Information Ratio 0.8 Alpha Ratio -3.68 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 29 Sep 25 Duration Returns 1 Month 0.4% 3 Month -1.9% 6 Month 7.5% 1 Year -9.3% 3 Year 20.6% 5 Year 22.9% 10 Year 15 Year Since launch 9.4% 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 Aug 25
Equity Sector Allocation
Sector Value Financial Services 27.82% Consumer Cyclical 14.26% Technology 13.8% Industrials 11.84% Basic Materials 10.96% Health Care 7.23% Consumer Defensive 4.02% Energy 3.46% Communication Services 2.77% Real Estate 1.52% Utility 0.91% Asset Allocation
Asset Class Value Cash 1.41% Equity 98.59% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 11 | HDFCBANK4% ₹9 Cr 98,262 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 22 | ICICIBANK4% ₹8 Cr 56,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT4% ₹7 Cr 20,647
↓ -8,300 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 25 | RELIANCE3% ₹7 Cr 53,400 One97 Communications Ltd (Technology)
Equity, Since 31 May 25 | 5433963% ₹7 Cr 55,500 Syrma SGS Technology Ltd (Technology)
Equity, Since 31 May 25 | SYRMA3% ₹6 Cr 84,750
↑ 7,000 CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 24 | CREDITACC3% ₹6 Cr 41,601 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL3% ₹6 Cr 30,700 Shaily Engineering Plastics Ltd (Basic Materials)
Equity, Since 30 Jun 25 | 5014233% ₹6 Cr 25,500 Godfrey Phillips India Ltd (Consumer Defensive)
Equity, Since 31 Mar 25 | GODFRYPHLP3% ₹5 Cr 4,945 4. JM Core 11 Fund
JM Core 11 Fund
Growth Launch Date 5 Mar 08 NAV (29 Sep 25) ₹19.7051 ↑ 0.06 (0.29 %) Net Assets (Cr) ₹283 on 31 Aug 25 Category Equity - Large Cap AMC JM Financial Asset Management Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.38 Sharpe Ratio -0.92 Information Ratio 0.54 Alpha Ratio -5.21 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 29 Sep 25 Duration Returns 1 Month 2.1% 3 Month -1.2% 6 Month 5.8% 1 Year -8.2% 3 Year 20% 5 Year 20.8% 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 Aug 25
Equity Sector Allocation
Sector Value Consumer Cyclical 27.39% Financial Services 25.21% Technology 17.12% Industrials 12.11% Health Care 6.21% Communication Services 4.67% Basic Materials 2.48% Real Estate 2.23% Asset Allocation
Asset Class Value Cash 2.58% Equity 97.42% Top Securities Holdings / Portfolio
Name Holding Value Quantity One97 Communications Ltd (Technology)
Equity, Since 31 May 25 | 5433966% ₹17 Cr 140,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 11 | LT5% ₹14 Cr 38,507 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Mar 23 | AMBER5% ₹14 Cr 19,048
↑ 750 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 24 | BHARTIARTL5% ₹13 Cr 70,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | HDFCBANK5% ₹13 Cr 134,000 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | TRENT4% ₹12 Cr 23,109 Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 28 Feb 25 | EICHERMOT4% ₹12 Cr 20,000 Waaree Energies Ltd (Technology)
Equity, Since 31 May 25 | 5442774% ₹12 Cr 34,000
↑ 2,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | BAJFINANCE4% ₹11 Cr 127,000
↓ -10,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | MARUTI4% ₹11 Cr 7,500 5. JM Large Cap Fund
JM Large Cap Fund
Growth Launch Date 1 Apr 95 NAV (29 Sep 25) ₹150.922 ↑ 0.11 (0.07 %) Net Assets (Cr) ₹490 on 31 Aug 25 Category Equity - Large Cap AMC JM Financial Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.36 Sharpe Ratio -1.11 Information Ratio 0.25 Alpha Ratio -7.84 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 29 Sep 25 Duration Returns 1 Month 0.9% 3 Month -3.4% 6 Month 5.5% 1 Year -10.5% 3 Year 16.2% 5 Year 16.8% 10 Year 15 Year Since launch 9.3% 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 Aug 25
Equity Sector Allocation
Sector Value Financial Services 30.02% Consumer Cyclical 12.54% Industrials 12.44% Technology 12.35% Health Care 6.54% Communication Services 5.87% Basic Materials 5.78% Consumer Defensive 4.77% Energy 4.72% Utility 3.35% Real Estate 1.12% Asset Allocation
Asset Class Value Cash 0.48% Equity 99.5% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 12 | HDFCBANK8% ₹41 Cr 433,944 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | ICICIBANK6% ₹27 Cr 194,587 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL5% ₹23 Cr 122,500
↓ -10,500 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 25 | LT4% ₹20 Cr 55,000
↓ -5,500 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 25 | RELIANCE4% ₹18 Cr 135,000 Infosys Ltd (Technology)
Equity, Since 30 Apr 15 | INFY3% ₹16 Cr 106,998 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Mar 25 | INDIGO3% ₹12 Cr 21,900
↓ -1,600 Bajaj Finance Ltd (Financial Services)
Equity, Since 28 Feb 25 | BAJFINANCE3% ₹12 Cr 139,999 State Bank of India (Financial Services)
Equity, Since 31 Oct 11 | SBIN2% ₹11 Cr 141,397 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 25 | AXISBANK2% ₹11 Cr 106,173
↓ -14,000
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۔
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!
Fincash.com پر لائف ٹائم کے لئے مفت انویسٹمنٹ اکاؤنٹ کھولیں۔
اپنی رجسٹریشن اور کے وائی سی عمل مکمل کریں
دستاویزات (پین ، آدھار وغیرہ) اپ لوڈ کریں۔اور ، آپ سرمایہ کاری کے لئے تیار ہیں!
Research Highlights for JM Value Fund