+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:
- روپے کی اوسط لاگت
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- 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 (%) 2024 (%) JM Multicap Fund Growth ₹92.6216
↓ -1.82 ₹4,504 500 -3.2 -5.8 -2.7 17.7 16.9 -6.8 JM Value Fund Growth ₹90.5421
↓ -2.25 ₹721 500 -4.1 -7.2 -4.2 17 16.2 -4.4 JM Tax Gain Fund Growth ₹47.1131
↓ -1.16 ₹196 500 -3.3 -6.8 2.1 16.9 15.3 2.5 JM Core 11 Fund Growth ₹18.8924
↓ -0.55 ₹248 500 -5.7 -7.4 -1.1 15.1 13.8 -1.9 JM Large Cap Fund Growth ₹145.485
↓ -3.11 ₹390 500 -8 -8.2 -1.9 12.4 11.8 3.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 May 26 Research Highlights & Commentary of 5 Funds showcased
Commentary JM Multicap Fund JM Value Fund JM Tax Gain Fund JM Core 11 Fund JM Large Cap Fund Point 1 Highest AUM (₹4,504 Cr). Upper mid AUM (₹721 Cr). Bottom quartile AUM (₹196 Cr). Bottom quartile AUM (₹248 Cr). Lower mid AUM (₹390 Cr). Point 2 Established history (17+ yrs). Established history (28+ yrs). Established history (18+ yrs). Established history (18+ yrs). Oldest track record among peers (31 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: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Point 5 5Y return: 16.93% (top quartile). 5Y return: 16.19% (upper mid). 5Y return: 15.28% (lower mid). 5Y return: 13.83% (bottom quartile). 5Y return: 11.84% (bottom quartile). Point 6 3Y return: 17.74% (top quartile). 3Y return: 16.99% (upper mid). 3Y return: 16.92% (lower mid). 3Y return: 15.06% (bottom quartile). 3Y return: 12.39% (bottom quartile). Point 7 1Y return: -2.66% (bottom quartile). 1Y return: -4.15% (bottom quartile). 1Y return: 2.13% (top quartile). 1Y return: -1.15% (upper mid). 1Y return: -1.95% (lower mid). Point 8 Alpha: -6.15 (bottom quartile). Alpha: -5.10 (lower mid). Alpha: -2.80 (upper mid). Alpha: -5.93 (bottom quartile). Alpha: -0.64 (top quartile). Point 9 Sharpe: -0.93 (bottom quartile). Sharpe: -0.79 (lower mid). Sharpe: -0.68 (upper mid). Sharpe: -0.86 (bottom quartile). Sharpe: -0.59 (top quartile). Point 10 Information ratio: 0.42 (top quartile). Information ratio: 0.16 (lower mid). Information ratio: 0.32 (upper mid). Information ratio: -0.01 (bottom quartile). Information ratio: 0.04 (bottom quartile). JM Multicap Fund
JM Value Fund
JM Tax Gain Fund
JM Core 11 Fund
JM Large Cap Fund
(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. 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. Research Highlights for JM Value Fund 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. 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 Multicap Fund
JM Multicap Fund
Growth Launch Date 23 Sep 08 NAV (12 May 26) ₹92.6216 ↓ -1.82 (-1.92 %) Net Assets (Cr) ₹4,504 on 31 Mar 26 Category Equity - Multi Cap AMC JM Financial Asset Management Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.84 Sharpe Ratio -0.93 Information Ratio 0.42 Alpha Ratio -6.15 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 21 ₹10,000 30 Apr 22 ₹11,944 30 Apr 23 ₹13,367 30 Apr 24 ₹22,068 30 Apr 25 ₹22,483 30 Apr 26 ₹22,247 Returns for JM Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 May 26 Duration Returns 1 Month 2.5% 3 Month -3.2% 6 Month -5.8% 1 Year -2.7% 3 Year 17.7% 5 Year 16.9% 10 Year 15 Year Since launch 13.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 -6.8% 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% Fund Manager information for JM Multicap Fund
Name Since Tenure Satish Ramanathan 20 Aug 21 4.7 Yr. Asit Bhandarkar 1 Oct 24 1.58 Yr. Ruchi Fozdar 4 Oct 24 1.57 Yr. Deepak Gupta 11 Apr 25 1.05 Yr. Data below for JM Multicap Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 27.77% Consumer Cyclical 16.82% Technology 9.78% Industrials 8.56% Health Care 8.44% Basic Materials 8.17% Energy 7.41% Consumer Defensive 4.66% Utility 3.67% Communication Services 2.74% Asset Allocation
Asset Class Value Cash 1.97% Equity 98.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | HDFCBANK4% ₹171 Cr 2,332,760
↑ 225,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | ICICIBANK4% ₹171 Cr 1,415,062 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 25 | RELIANCE4% ₹161 Cr 1,200,000
↑ 200,000 Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Oct 25 | DRREDDY3% ₹150 Cr 1,196,532 Godfrey Phillips India Ltd (Consumer Defensive)
Equity, Since 28 Feb 25 | GODFRYPHLP3% ₹129 Cr 690,000
↓ -10,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL3% ₹123 Cr 692,200 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN3% ₹118 Cr 1,202,196
↓ -300,000 NTPC Ltd (Utilities)
Equity, Since 31 Jan 26 | 5325553% ₹113 Cr 3,054,299
↑ 854,299 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT2% ₹109 Cr 310,668
↓ -50,000 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 28 Feb 25 | APOLLOHOSP2% ₹105 Cr 141,828 2. JM Value Fund
JM Value Fund
Growth Launch Date 2 Jun 97 NAV (12 May 26) ₹90.5421 ↓ -2.25 (-2.42 %) Net Assets (Cr) ₹721 on 31 Mar 26 Category Equity - Value AMC JM Financial Asset Management Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.23 Sharpe Ratio -0.79 Information Ratio 0.16 Alpha Ratio -5.1 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 21 ₹10,000 30 Apr 22 ₹11,782 30 Apr 23 ₹13,321 30 Apr 24 ₹22,186 30 Apr 25 ₹22,008 30 Apr 26 ₹21,983 Returns for JM Value Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 May 26 Duration Returns 1 Month 1.8% 3 Month -4.1% 6 Month -7.2% 1 Year -4.2% 3 Year 17% 5 Year 16.2% 10 Year 15 Year Since launch 15.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 -4.4% 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% Fund Manager information for JM Value Fund
Name Since Tenure Satish Ramanathan 20 Aug 21 4.7 Yr. Asit Bhandarkar 11 Dec 06 19.4 Yr. Ruchi Fozdar 4 Oct 24 1.57 Yr. Deepak Gupta 11 Apr 25 1.05 Yr. Data below for JM Value Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 28.23% Consumer Cyclical 23.69% Industrials 11.99% Basic Materials 8.91% Technology 8.04% Health Care 5.72% Communication Services 4.24% Consumer Defensive 4.02% Utility 3.88% Energy 0.5% Asset Allocation
Asset Class Value Cash 0.77% Equity 99.23% Top Securities Holdings / Portfolio
Name Holding Value Quantity Godfrey Phillips India Ltd (Consumer Defensive)
Equity, Since 31 Aug 24 | GODFRYPHLP4% ₹29 Cr 154,823
↓ -4,544 Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 25 | DRREDDY4% ₹28 Cr 223,959
↑ 20,000 Shriram Finance Ltd (Financial Services)
Equity, Since 31 Aug 25 | SHRIRAMFIN4% ₹28 Cr 317,891
↓ -25,000 Vedanta Ltd (Basic Materials)
Equity, Since 31 Mar 25 | 5002954% ₹27 Cr 410,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 09 | LT4% ₹26 Cr 75,613
↓ -10,000 Canara Bank (Financial Services)
Equity, Since 30 Sep 25 | 5324833% ₹25 Cr 2,000,000
↓ -550,000 Infosys Ltd (Technology)
Equity, Since 31 May 18 | INFY3% ₹24 Cr 195,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 12 | HDFCBANK3% ₹24 Cr 330,000 Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 30 Sep 25 | HEROMOTOCO3% ₹24 Cr 46,500 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 24 | BHARTIARTL3% ₹24 Cr 132,000
↓ -38,000 3. JM Tax Gain Fund
JM Tax Gain Fund
Growth Launch Date 31 Mar 08 NAV (12 May 26) ₹47.1131 ↓ -1.16 (-2.40 %) Net Assets (Cr) ₹196 on 31 Mar 26 Category Equity - ELSS AMC JM Financial Asset Management Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.37 Sharpe Ratio -0.68 Information Ratio 0.32 Alpha Ratio -2.8 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Apr 21 ₹10,000 30 Apr 22 ₹11,727 30 Apr 23 ₹12,473 30 Apr 24 ₹18,958 30 Apr 25 ₹19,566 30 Apr 26 ₹20,443 Returns for JM Tax Gain Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 May 26 Duration Returns 1 Month 2.7% 3 Month -3.3% 6 Month -6.8% 1 Year 2.1% 3 Year 16.9% 5 Year 15.3% 10 Year 15 Year Since launch 8.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 2.5% 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% Fund Manager information for JM Tax Gain Fund
Name Since Tenure Satish Ramanathan 1 Oct 24 1.58 Yr. Asit Bhandarkar 31 Dec 21 4.33 Yr. Ruchi Fozdar 4 Oct 24 1.57 Yr. Deepak Gupta 11 Apr 25 1.05 Yr. Data below for JM Tax Gain Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 27.31% Consumer Cyclical 16.83% Technology 10.39% Industrials 9.65% Basic Materials 8.99% Health Care 8.6% Consumer Defensive 3.73% Energy 3.67% Real Estate 3.12% Communication Services 3% Utility 1.04% Asset Allocation
Asset Class Value Cash 3.67% Equity 96.33% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 11 | HDFCBANK4% ₹7 Cr 98,262 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 25 | RELIANCE4% ₹7 Cr 53,400 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT3% ₹6 Cr 18,447 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL3% ₹6 Cr 32,950 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 22 | ICICIBANK3% ₹6 Cr 48,500 Lupin Ltd (Healthcare)
Equity, Since 31 May 25 | 5002573% ₹6 Cr 25,000 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | 5900033% ₹6 Cr 199,000 Travel Food Services Ltd (Consumer Cyclical)
Equity, Since 31 Jul 25 | TRAVELFOOD3% ₹5 Cr 41,598
↓ -4,000 Vedanta Ltd (Basic Materials)
Equity, Since 31 Oct 25 | 5002953% ₹5 Cr 75,500 Jindal Steel Ltd (Basic Materials)
Equity, Since 30 Apr 25 | 5322862% ₹5 Cr 41,300 4. JM Core 11 Fund
JM Core 11 Fund
Growth Launch Date 5 Mar 08 NAV (12 May 26) ₹18.8924 ↓ -0.55 (-2.84 %) Net Assets (Cr) ₹248 on 31 Mar 26 Category Equity - Large Cap AMC JM Financial Asset Management Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.38 Sharpe Ratio -0.86 Information Ratio -0.01 Alpha Ratio -5.93 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 21 ₹10,000 30 Apr 22 ₹11,366 30 Apr 23 ₹12,272 30 Apr 24 ₹19,061 30 Apr 25 ₹18,731 30 Apr 26 ₹19,191 Returns for JM Core 11 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 May 26 Duration Returns 1 Month 0.9% 3 Month -5.7% 6 Month -7.4% 1 Year -1.1% 3 Year 15.1% 5 Year 13.8% 10 Year 15 Year Since launch 3.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 -1.9% 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% Fund Manager information for JM Core 11 Fund
Name Since Tenure Satish Ramanathan 1 Oct 24 1.58 Yr. Asit Bhandarkar 25 Feb 09 17.19 Yr. Ruchi Fozdar 4 Oct 24 1.57 Yr. Deepak Gupta 11 Apr 25 1.05 Yr. Data below for JM Core 11 Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 23.55% Consumer Cyclical 21.83% Industrials 14.47% Technology 12.06% Health Care 7.35% Basic Materials 6.29% Consumer Defensive 4.88% Communication Services 3.96% Utility 2.99% Asset Allocation
Asset Class Value Cash 2.6% Equity 97.4% Top Securities Holdings / Portfolio
Name Holding Value Quantity Ujjivan Small Finance Bank Ltd Ordinary Shares (Financial Services)
Equity, Since 31 May 25 | UJJIVANSFB6% ₹14 Cr 2,801,722 Titan Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | TITAN5% ₹13 Cr 32,560 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 11 | LT5% ₹13 Cr 36,507
↓ -2,000 ITC Ltd (Consumer Defensive)
Equity, Since 28 Feb 26 | ITC5% ₹12 Cr 420,000 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Mar 23 | AMBER5% ₹12 Cr 18,050 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | HDFCBANK5% ₹11 Cr 154,000 IDFC First Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | IDFCFIRSTB4% ₹11 Cr 1,800,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 30 Nov 23 | 5433204% ₹11 Cr 460,000
↓ -25,000 Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 28 Feb 25 | EICHERMOT4% ₹10 Cr 15,497 One97 Communications Ltd (Technology)
Equity, Since 31 May 25 | 5433964% ₹10 Cr 105,000 5. JM Large Cap Fund
JM Large Cap Fund
Growth Launch Date 1 Apr 95 NAV (12 May 26) ₹145.485 ↓ -3.11 (-2.10 %) Net Assets (Cr) ₹390 on 31 Mar 26 Category Equity - Large Cap AMC JM Financial Asset Management Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.36 Sharpe Ratio -0.59 Information Ratio 0.04 Alpha Ratio -0.64 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 21 ₹10,000 30 Apr 22 ₹11,534 30 Apr 23 ₹12,306 30 Apr 24 ₹17,980 30 Apr 25 ₹17,607 30 Apr 26 ₹17,911 Returns for JM Large Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 May 26 Duration Returns 1 Month -1.7% 3 Month -8% 6 Month -8.2% 1 Year -1.9% 3 Year 12.4% 5 Year 11.8% 10 Year 15 Year Since launch 9% Historical performance (Yearly) on absolute basis
Year Returns 2024 3.8% 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% Fund Manager information for JM Large Cap Fund
Name Since Tenure Satish Ramanathan 20 Aug 21 4.7 Yr. Asit Bhandarkar 5 Oct 17 8.58 Yr. Ruchi Fozdar 4 Oct 24 1.57 Yr. Deepak Gupta 27 Jan 25 1.26 Yr. Data below for JM Large Cap Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 30% Consumer Cyclical 12.3% Industrials 12.24% Health Care 9.06% Technology 7.26% Basic Materials 6.26% Energy 6.23% Consumer Defensive 4.53% Communication Services 4.3% Utility 3.31% Real Estate 1.11% Asset Allocation
Asset Class Value Cash 5.11% Equity 94.86% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 12 | HDFCBANK7% ₹26 Cr 353,694
↓ -8,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 25 | RELIANCE6% ₹24 Cr 180,700
↓ -4,250 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL4% ₹17 Cr 93,950
↓ -3,400 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | ICICIBANK4% ₹17 Cr 137,787
↓ -4,800 State Bank of India (Financial Services)
Equity, Since 31 Oct 11 | SBIN4% ₹17 Cr 169,097
↓ -5,800 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 25 | LT4% ₹15 Cr 42,100
↓ -1,750 Infosys Ltd (Technology)
Equity, Since 30 Apr 15 | INFY3% ₹11 Cr 87,635
↓ -4,700 Torrent Pharmaceuticals Ltd (Healthcare)
Equity, Since 28 Feb 25 | TORNTPHARM3% ₹11 Cr 25,300
↓ -1,400 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Apr 25 | SHRIRAMFIN3% ₹10 Cr 119,500
↓ -7,000 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 28 Feb 25 | APOLLOHOSP3% ₹10 Cr 14,029
↓ -825
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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Research Highlights for JM Multicap Fund