म्युच्युअल फंड योजनेत गुंतवणूक करण्यासाठी Systematic Investment Plan (SIP) अर्थात नियमीत दर महा गुंतवणूक पर्याय हा सर्वोत्तम समजला जातो. याचे महत्वाचे कारण म्हणजे अ्शाप्रकारचे गुंतवणूकीत सरासरीचा फायदा मिळतो जेणे करुन जोखिम कमी होऊन दिर्घ मुदतीत चांगला परतावा मिळतो. इतिहास असे सांगतो कि अशा प्रकारचे योजनेव्दारा संपत्ती निर्माण होण्याची शक्यता सर्वाधीक असते. या खाली आम्ही ज्या योजनेना ५ वर्षापेक्षा जास्त कालावधी झालेला असून ज्या योजनेतून गुंतवणूकदाराना चांगला परतावा मिळालेला आहे अशा काही योजना निवडल्या असून, या योजनेत आपणास थेट (Online) गुंतवणूकीची संधी दिलेली आहे. सर्व परतावे हे ५ वर्षासाठी तसेच योजनेचे सुरुवाती पासूनचे दिलेले आहेत. हे परतावे दर साल दर शेकडा चक्रवाढ पध्दतीने गुंतवणूकीवर गुंतवणूकदाराला मिळालेले आहेत.
येथे एसबीआय म्युच्युअल फंडाच्या योजनांची माहिती दिली आहे.
परतावे हे द.सा.द.शे. चक्रवाढ पध्दतीचे असून 15 May 2012 पर्यंतचे आहेत.
|
Fund Name |
Launch Date |
Category |
1-Y |
3-Y |
5-Y |
7-Y |
10-Y |
Invest Now |
|
Magnum Balanced |
Oct-1995 |
Hybrid: Equity-oriented |
9.17 |
6.81 |
7.13 |
-- |
-- |
|
|
Magnum COMMA |
Jul-2005 |
Equity: Others |
-7.71 |
12.12 |
2.41 |
-- |
-- |
|
|
Magnum Children's Benefit Plan |
Jan-2002 |
Hybrid: Debt-oriented Conservative |
5.40 |
3.55 |
-- |
-- |
-- |
|
|
Magnum Contra |
Jul-1999 |
Equity: Large & Mid Cap |
7.14 |
-- |
-- |
-- |
-- |
|
|
Magnum Emerging Businesses |
Sep-2004 |
Equity: Mid & Small Cap |
-- |
-- |
-- |
-- |
-- |
|
|
Magnum Equity |
Nov-1990 |
Equity: Large & Mid Cap |
12.43 |
8.09 |
4.58 |
3.96 |
-- |
|
|
Magnum FMCG |
Jul-1999 |
Equity: FMCG |
-- |
-- |
-- |
-- |
-- |
|
|
Magnum Floating Rate LT Retail |
Jul-2004 |
Debt: Ultra Short Term |
26.16 |
-- |
-- |
-- |
-- |
|
|
Magnum Floating Rate Savings Plus Bond |
Jul-2004 |
Debt: Ultra Short Term |
-24.04 |
-0.90 |
-- |
-- |
-- |
|
|
Magnum Gilt Long-term |
Dec-2000 |
Debt: Gilt Medium & Long Term |
-7.32 |
10.47 |
5.09 |
13.31 |
19.27 |
|
|
Magnum Gilt Long-term PF |
Nov-2003 |
Debt: Gilt Medium & Long Term |
-21.73 |
7.56 |
2.80 |
-- |
-- |
|
|
Magnum Gilt Long-term PF FP1Y |
Nov-2003 |
Debt: Gilt Medium & Long Term |
7.25 |
9.72 |
7.37 |
8.32 |
9.14 |
|
|
Magnum Gilt Long-term PF FP2Y |
Nov-2003 |
Debt: Gilt Medium & Long Term |
-9.38 |
11.08 |
4.59 |
16.85 |
27.64 |
|
|
Magnum Gilt Long-term PF FP3Y |
Nov-2003 |
Debt: Gilt Medium & Long Term |
12.24 |
34.47 |
8.69 |
15.73 |
-- |
|
|
Magnum Gilt Short-term |
Dec-2000 |
Debt: Gilt Short Term |
-6.12 |
16.78 |
7.21 |
18.24 |
21.42 |
|
|
Magnum Global |
Sep-1994 |
Equity: Mid & Small Cap |
26.05 |
41.21 |
22.70 |
20.68 |
23.67 |
|
|
Magnum IT |
Jul-1999 |
Equity: Technology |
10.16 |
7.12 |
7.27 |
6.79 |
-- |
|
|
Magnum Income |
Nov-1998 |
Debt: Income |
10.13 |
7.42 |
7.64 |
7.15 |
-- |
|
|
Magnum Income Plus Inv |
Oct-2003 |
Hybrid: Debt-oriented Conservative |
7.49 |
3.52 |
4.14 |
4.51 |
5.35 |
|
|
Magnum Income Plus Sav |
Oct-2003 |
Debt: Income |
7.56 |
3.58 |
4.21 |
4.61 |
-- |
|
|
Magnum Index |
Jan-2002 |
Equity: Large Cap |
7.00 |
3.06 |
3.87 |
4.23 |
-- |
|
|
Magnum InstaCash |
May-1999 |
Debt: Liquid |
6.86 |
2.91 |
3.53 |
3.94 |
-- |
|
|
Magnum InstaCash Liquid Floater |
Aug-2005 |
Debt: Liquid |
6.72 |
2.76 |
3.38 |
3.79 |
-- |
|
|
Magnum MIP |
Mar-2001 |
Hybrid: Debt-oriented Conservative |
9.25 |
5.66 |
7.37 |
6.64 |
6.46 |
|
|
Magnum MIP Floater |
Nov-2005 |
Hybrid: Debt-oriented Conservative |
1.18 |
27.12 |
5.33 |
16.83 |
27.15 |
|
|
Magnum Midcap |
Mar-2005 |
Equity: Mid & Small Cap |
-4.32 |
26.33 |
-2.56 |
12.80 |
14.32 |
|
|
Magnum MultiCap |
Sep-2005 |
Equity: Large & Mid Cap |
10.43 |
6.42 |
5.70 |
5.18 |
5.49 |
|
|
Magnum Multiplier Plus |
Feb-1993 |
Equity: Multi Cap |
6.28 |
6.62 |
5.57 |
6.91 |
-- |
|
|
Magnum NRI Inv FlexiAsset |
Jan-2004 |
Hybrid: Asset Allocation |
7.44 |
4.90 |
2.85 |
2.56 |
-- |
|
|
Magnum Pharma |
Jul-1999 |
Equity: Pharma |
-10.77 |
10.16 |
2.37 |
12.66 |
15.47 |
|
|
Magnum Taxgain |
Mar-1993 |
Equity: Tax Planning |
9.34 |
6.74 |
7.17 |
6.99 |
6.48 |
|
|
SBI Arbitrage Opportunities |
Oct-2006 |
Hybrid: Arbitrage |
9.31 |
6.86 |
7.38 |
-- |
-- |
|
|
SBI Bluechip |
Jan-2006 |
Equity: Large & Mid Cap |
6.54 |
7.15 |
5.04 |
5.91 |
6.73 |
|
|
SBI Capital Protection Oriented Fund Series I |
Nov-2007 |
Hybrid: Debt-oriented Conservative |
6.75 |
7.70 |
5.74 |
-- |
-- |
|
|
SBI Capital Protection Oriented Fund Series II |
Mar-2011 |
Hybrid: Debt-oriented Conservative |
-5.71 |
16.29 |
-1.71 |
10.34 |
-- |
|
|
SBI Capital Protection Oriented Fund Series III |
Sep-2011 |
Hybrid: Debt-oriented Conservative |
-10.61 |
9.82 |
0.03 |
-- |
-- |
|
|
SBI Dynamic Bond |
Jan-2004 |
Debt: Income |
-7.33 |
15.21 |
6.30 |
18.18 |
24.15 |
|
|
SBI Gold |
Sep-2011 |
Gold: Funds |
-6.33 |
11.41 |
2.72 |
11.39 |
-- |
|
|
SBI Gold ETS |
Apr-2009 |
Gold: Funds |
9.98 |
33.62 |
6.85 |
12.66 |
20.59 |
|
|
SBI Infrastructure Fund Series 1 |
Jun-2007 |
Equity: Infrastructure |
-5.81 |
14.21 |
4.20 |
15.15 |
27.31 |
|
|
SBI One India |
Dec-2006 |
Equity: Large & Mid Cap |
-7.68 |
14.48 |
-0.56 |
-- |
-- |
|
|
SBI PSU |
Jun-2010 |
Equity: Large & Mid Cap |
-23.60 |
-- |
-- |
-- |
-- |
|
|
SBI Premier Liquid Inst |
Nov-2003 |
Debt: Liquid |
9.57 |
6.85 |
7.23 |
7.02 |
-- |
|
|
SBI Premier Liquid Super Inst |
Mar-2007 |
Debt: Liquid |
9.63 |
6.89 |
-- |
-- |
-- |
|
|
SBI Short Horizon Debt Short Term Inst |
Jul-2007 |
Debt: Short Term |
8.73 |
6.72 |
-- |
-- |
-- |
|
|
SBI Short Horizon Debt Short Term Ret |
Jul-2007 |
Debt: Short Term |
8.57 |
6.41 |
-- |
-- |
-- |
|
|
SBI Short Horizon Debt Ultra ST Inst |
Jul-2007 |
Debt: Ultra Short Term |
9.72 |
7.15 |
-- |
-- |
-- |
|
|
SBI Short Horizon Debt Ultra ST Ret |
Jul-2007 |
Debt: Ultra Short Term |
9.58 |
6.89 |
-- |
-- |
-- |
|
|
SBI Tax Advantage Series I |
Mar-2008 |
Equity: Tax Planning |
-9.97 |
11.96 |
-- |
-- |
-- |
|
|
SBI Tax Advantage Series II |
Mar-2012 |
Equity: Tax Planning |
-- |
-- |
-- |
-- |
-- |
म्युच्युअल फंड योजनेत थेट (Online) गुंतवणूकीचे फायदे: