
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 Birla Mutual Fund योजनांची माहिती दिली आहे. हि सेवा ज्या गुंतवणूकदारानी या पुर्वी Biral म्युच्युअल फंडाच्या योजनेत गुंतवणूक केलेली आहे अशा व्यक्तींसाठीच मर्यादित आहे, त्यामुळे प्रथमत: एखादे ब्रोकर मार्फत अथवा डायरेक्ट गुंतवणूक करुन आपला फोलीओ नंबर मिळाल्यावरच या सुवीधेचा लाभ घेता येईल.
The abov returns are as on 15 May 2012. One year returns are absolute returns and returns for more than one year are annualized compounded.
|
Fund Name |
Launch Date |
Category |
1-Y |
3-Y |
5-Y |
7-Y |
10-Y |
Invest Now |
|
Birla Sun Life 95 |
Feb-1995 |
Hybrid: Equity-oriented |
-5.75 |
16.35 |
9.28 |
15.67 |
19.55 |
|
|
Birla Sun Life Advantage |
Feb-1995 |
Equity: Large & Mid Cap |
-14.19 |
10.89 |
0.93 |
10.66 |
17.24 |
|
|
Birla Sun Life Asset Allocation Aggressive |
Jan-2004 |
Equity: Multi Cap |
-7.10 |
14.66 |
8.22 |
14.21 |
-- |
|
|
Birla Sun Life Asset Allocation Conservative |
Jan-2004 |
Hybrid: Debt-oriented Conservative |
3.53 |
8.86 |
8.18 |
9.87 |
-- |
|
|
Birla Sun Life Asset Allocation Moderate |
Jan-2004 |
Hybrid: Debt-oriented Aggressive |
-2.01 |
13.03 |
8.58 |
12.67 |
-- |
|
|
Birla Sun Life Buy India |
Jan-2000 |
Equity: Others |
-8.34 |
18.04 |
5.86 |
13.88 |
20.97 |
|
|
Birla Sun Life Capital Protection Oriented 5 Yrs |
Jul-2007 |
Hybrid: Debt-oriented Conservative |
3.81 |
5.29 |
-- |
-- |
-- |
|
|
Birla Sun Life Capital Protection Oriented Sr 1 |
Mar-2010 |
Hybrid: Debt-oriented Conservative |
5.86 |
-- |
-- |
-- |
-- |
|
|
Birla Sun Life Capital Protection Oriented Sr 2 |
May-2010 |
Hybrid: Debt-oriented Conservative |
5.24 |
-- |
-- |
-- |
-- |
|
|
Birla Sun Life Capital Protection Oriented Sr 3 |
Jan-2011 |
Hybrid: Debt-oriented Conservative |
-6.34 |
-- |
-- |
-- |
-- |
|
|
Birla Sun Life Capital Protection Oriented Sr 4 |
Jan-2011 |
Hybrid: Debt-oriented Conservative |
4.45 |
-- |
-- |
-- |
-- |
|
|
Birla Sun Life Capital Protection Oriented Sr 5 |
Mar-2011 |
Hybrid: Debt-oriented Conservative |
-5.17 |
-- |
-- |
-- |
-- |
|
|
Birla Sun Life Capital Protection Oriented Sr 6 |
May-2011 |
Hybrid: Debt-oriented Conservative |
-- |
-- |
-- |
-- |
-- |
|
|
Birla Sun Life Capital Protection Oriented Sr 7 |
Sep-2011 |
Hybrid: Debt-oriented Conservative |
-- |
-- |
-- |
-- |
-- |
|
|
Birla Sun Life Capital Protection Oriented Sr 8 |
Dec-2011 |
Hybrid: Debt-oriented Conservative |
-- |
-- |
-- |
-- |
-- |
|
|
Birla Sun Life Capital Protection Oriented Sr 9 |
Mar-2012 |
Hybrid: Debt-oriented Conservative |
-- |
-- |
-- |
-- |
-- |
|
|
Birla Sun Life Cash Manager |
Aug-2010 |
Debt: Ultra Short Term |
9.20 |
-- |
-- |
-- |
-- |
|
|
Birla Sun Life Cash Manager Inst |
Aug-2010 |
Debt: Ultra Short Term |
9.78 |
-- |
-- |
-- |
-- |
|
|
Birla Sun Life Cash Plus Inst |
Apr-2003 |
Debt: Liquid |
9.26 |
6.65 |
7.25 |
7.06 |
-- |
|
|
Birla Sun Life Cash Plus Inst Premium |
Mar-2004 |
Debt: Liquid |
9.69 |
7.08 |
7.60 |
7.38 |
-- |
|
|
Birla Sun Life Cash Plus Ret |
Jun-1997 |
Debt: Liquid |
9.05 |
6.36 |
6.96 |
6.83 |
6.35 |
|
|
Birla Sun Life Commodity Equities - Global Agri Ret |
Oct-2008 |
Equity: International |
-5.06 |
4.68 |
-- |
-- |
-- |
|
|
Birla Sun Life Commodity Equities - Global Multi Commodity Ret |
Oct-2008 |
Equity: International |
-12.18 |
2.89 |
-- |
-- |
-- |
|
|
Birla Sun Life Commodity Equities - Global Precious Metals Ret |
Oct-2008 |
Equity: International |
-18.35 |
0.54 |
-- |
-- |
-- |
|
|
Birla Sun Life Dividend Yield Plus |
Feb-2003 |
Equity: Mid & Small Cap |
-5.59 |
24.50 |
12.66 |
15.61 |
-- |
|
|
Birla Sun Life Dynamic Bond Ret |
Sep-2004 |
Debt: Income |
10.51 |
7.53 |
9.45 |
8.45 |
-- |
|
|
Birla Sun Life Enhanced Arbitrage Ret |
Jul-2009 |
Hybrid: Arbitrage |
7.87 |
-- |
-- |
-- |
-- |
|
|
Birla Sun Life Equity |
Aug-1998 |
Equity: Multi Cap |
-12.19 |
12.43 |
3.40 |
14.47 |
23.04 |
|
|
Birla Sun Life Floating Rate LT Institutional |
Mar-2009 |
Debt: Ultra Short Term |
10.07 |
8.34 |
-- |
-- |
-- |
|
|
Birla Sun Life Floating Rate LT Ret |
Jun-2003 |
Debt: Ultra Short Term |
9.94 |
8.14 |
8.39 |
7.81 |
-- |
|
|
Birla Sun Life Floating Rate ST |
Jun-2003 |
Debt: Liquid |
9.59 |
7.12 |
7.46 |
7.20 |
-- |
|
|
Birla Sun Life Floating Rate ST Inst |
Oct-2005 |
Debt: Liquid |
9.76 |
7.21 |
7.55 |
-- |
-- |
|
|
Birla Sun Life Frontline Equity |
Aug-2002 |
Equity: Large & Mid Cap |
-9.90 |
15.36 |
8.06 |
18.20 |
-- |
|
|
Birla Sun Life GSF Long-term |
Oct-1999 |
Debt: Gilt Medium & Long Term |
9.14 |
7.94 |
9.25 |
7.81 |
8.25 |
|
|
Birla Sun Life GSF Short-term Ret |
Oct-1999 |
Debt: Gilt Short Term |
7.36 |
5.27 |
5.11 |
5.18 |
4.87 |
|
|
Birla Sun Life Gilt Plus Liquid |
Oct-1999 |
Debt: Gilt Short Term |
7.67 |
6.15 |
5.77 |
5.78 |
6.06 |
|
|
Birla Sun Life Gilt Plus PF |
Oct-1999 |
Debt: Gilt Medium & Long Term |
11.30 |
5.62 |
6.11 |
5.72 |
6.79 |
|
|
Birla Sun Life Gilt Plus Reg |
Oct-1999 |
Debt: Gilt Medium & Long Term |
5.79 |
3.41 |
7.55 |
7.17 |
8.00 |
|
|
Birla Sun Life Gold |
Mar-2012 |
Gold: Funds |
-- |
-- |
-- |
-- |
-- |
|
|
Birla Sun Life Gold ETF |
May-2011 |
Gold: Funds |
-- |
-- |
-- |
-- |
-- |
|
|
Birla Sun Life Income Plus |
Oct-1995 |
Debt: Income |
9.90 |
5.99 |
9.66 |
8.14 |
7.77 |
|
|
Birla Sun Life Index |
Sep-2002 |
Equity: Large Cap |
-11.42 |
9.50 |
3.28 |
13.06 |
-- |
|
|
Birla Sun Life India GenNext |
Jul-2005 |
Equity: Others |
3.11 |
22.17 |
8.58 |
-- |
-- |
|
|
Birla Sun Life India Opportunities |
Aug-2003 |
Equity: Others |
-8.89 |
17.91 |
-1.48 |
7.98 |
-- |
|
|
Birla Sun Life India Reforms |
Jun-2010 |
Equity: Mid & Small Cap |
-16.68 |
-- |
-- |
-- |
-- |
|
|
Birla Sun Life Infrastructure |
Feb-2006 |
Equity: Infrastructure |
-16.66 |
9.02 |
1.21 |
-- |
-- |
|
|
Birla Sun Life International Equity Plan A |
Oct-2007 |
Equity: International |
6.23 |
12.98 |
-- |
-- |
-- |
|
|
Birla Sun Life International Equity Plan B |
Oct-2007 |
Equity: Large & Mid Cap |
-10.10 |
10.97 |
-- |
-- |
-- |
|
|
Birla Sun Life Long Term Advantage |
Sep-2006 |
Equity: Multi Cap |
-9.25 |
15.68 |
2.97 |
-- |
-- |
|
|
Birla Sun Life MIP |
Nov-2000 |
Hybrid: Debt-oriented Conservative |
5.61 |
7.30 |
7.71 |
8.02 |
8.67 |
|
|
Birla Sun Life MIP II Savings 5 |
Apr-2004 |
Hybrid: Debt-oriented Conservative |
9.19 |
7.90 |
10.33 |
9.15 |
-- |
|
|
Birla Sun Life MIP II Wealth 25 |
Apr-2004 |
Hybrid: Debt-oriented Conservative |
5.03 |
8.56 |
6.72 |
8.07 |
-- |
|
|
Birla Sun Life MNC |
Dec-1999 |
Equity: Others |
5.45 |
31.17 |
12.05 |
17.65 |
22.00 |
|
|
Birla Sun Life Medium Term Inst |
Mar-2009 |
Debt: Income |
10.87 |
-- |
-- |
-- |
-- |
|
|
Birla Sun Life Medium Term Retail |
Mar-2009 |
Debt: Income |
10.83 |
7.79 |
-- |
-- |
-- |
|
|
Birla Sun Life Mid Cap |
Oct-2002 |
Equity: Mid & Small Cap |
-8.11 |
21.07 |
7.37 |
16.27 |
-- |
|
|
Birla Sun Life Monthly Income |
Jul-1999 |
Hybrid: Debt-oriented Conservative |
6.09 |
8.26 |
8.67 |
9.07 |
9.70 |
|
|
Birla Sun Life New Millennium |
Jan-2000 |
Equity: Technology |
-10.24 |
13.09 |
-4.12 |
9.26 |
13.45 |
|
|
Birla Sun Life Nifty ETF |
Jul-2011 |
Equity: Large Cap |
-- |
-- |
-- |
-- |
-- |
|
|
Birla Sun Life Pure Value |
Mar-2008 |
Equity: Mid & Small Cap |
-8.07 |
20.19 |
-- |
-- |
-- |
|
|
Birla Sun Life Savings Inst |
Apr-2003 |
Debt: Ultra Short Term |
9.81 |
7.29 |
7.91 |
7.49 |
-- |
|
|
Birla Sun Life Savings Ret |
Nov-2001 |
Debt: Ultra Short Term |
9.55 |
6.89 |
7.52 |
7.14 |
6.84 |
|
|
Birla Sun Life Short Term |
Mar-1997 |
Debt: Income |
9.94 |
6.66 |
8.63 |
8.03 |
7.70 |
|
|
Birla Sun Life Short Term Opportunities Inst |
Jun-2008 |
Debt: Ultra Short Term |
10.15 |
7.20 |
-- |
-- |
-- |
|
|
Birla Sun Life Short Term Opportunities Ret |
Jun-2008 |
Debt: Ultra Short Term |
10.11 |
7.95 |
-- |
-- |
-- |
|
|
Birla Sun Life Small & Midcap |
May-2007 |
Equity: Mid & Small Cap |
-4.43 |
24.86 |
-- |
-- |
-- |
|
|
Birla Sun Life Special Situations |
Jan-2008 |
Equity: Multi Cap |
-13.72 |
8.86 |
-- |
-- |
-- |
|
|
Birla Sun Life Tax Plan |
Feb-1999 |
Equity: Tax Planning |
-8.92 |
12.38 |
1.35 |
11.76 |
22.64 |
|
|
Birla Sun Life Tax Relief 96 |
Mar-1996 |
Equity: Tax Planning |
-13.05 |
12.81 |
2.84 |
12.83 |
18.45 |
|
|
Birla Sun Life Top 100 |
Sep-2005 |
Equity: Large & Mid Cap |
-7.71 |
14.85 |
5.58 |
-- |
-- |
|
|
Birla Sun Life Ultra Short-term Inst |
Apr-2008 |
Debt: Ultra Short Term |
9.88 |
7.28 |
-- |
-- |
-- |
|
|
Birla Sun Life Ultra Short-term Ret |
Apr-2002 |
Debt: Ultra Short Term |
9.62 |
6.94 |
7.65 |
7.35 |
6.90 |
म्युच्युअल फंड योजनेत थेट (Online) गुंतवणूकीचे फायदे:
आपल्या सोइनुसार दिवसातील कोणत्याही वेळी व जगातील कोणत्याही ठिकाणाहून गुंतवणूक करता येते.