SBI जन निवेश योजना म्यूचुअल फंड से कितना पैसा मिलेगा ? Sbi jan nivesh mutual fund returns by Sid

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   • "100 khoka with ₹250 SIP? SBI Jan Nivesh F...  

👉 SBI Jan Nivesh योजना क्या है?
इस वीडियो में हम विस्तार से समझेंगे कि SBI की जन निवेश योजना क्या है, इसके फायदे क्या हैं, कौन इसमें निवेश कर सकता है और इसका प्रक्रिया क्या है।

📌 इस वीडियो में कवर किए गए मुख्य बिंदु:

SBI Jan Nivesh योजना का परिचय
न्यूनतम और अधिकतम निवेश राशि
योजना के फायदे

🎯 यह योजना उन लोगों के लिए बहुत फायदेमंद है जो एक सुरक्षित और सुनिश्चित रिटर्न चाहते हैं, खासकर छोटे निवेशकों और ग्रामीण क्षेत्रों के लोगों के लिए।

The SBI Balanced Advantage Fund is a dynamic asset allocation mutual fund launched in August 2021 by SBI Mutual Fund. It aims to provide long-term capital appreciation and income by dynamically adjusting its investment mix between equities and debt instruments based on market conditions.

Key Features:

Fund Type: Open-ended hybrid scheme with dynamic asset allocation.

Investment Objective: To achieve long-term capital appreciation and income by investing in a mix of equity and debt instruments.

Benchmark: NIFTY 50 Hybrid Composite Debt 50:50 Index.

Risk Level: Very High.

Fund Managers: Dinesh Ahuja, Dinesh Balachandran, Mansi Sajeja, and Pradeep Kesavan.

Assets Under Management (AUM): Approximately ₹34,895 crore as of March 31, 2025.

Net Asset Value (NAV): ₹15.95 as of June 6, 2025.

Expense Ratio: 0.71% for the Direct Plan.

Minimum Investment: ₹5,000 (lump sum); ₹250 (SIP).


Performance Overview:

1-Year Return: Approximately 9.79%.

3-Year Annualized Return: Approximately 16.18%.

Since Inception: Approximately 13.08% annualized return.


Investment Strategy:

The fund employs a dynamic asset allocation strategy, adjusting its equity and debt exposure based on market valuations, sentiment indicators, and earnings drivers. This approach aims to capitalize on market opportunities while mitigating downside risks.

Portfolio Composition:

Equity Allocation: Approximately 52.93%.

Debt Allocation: Approximately 26.50%.

Top Equity Holdings: Reliance Industries Ltd. (5.91%), HDFC Bank Ltd. (5.42%), GAIL (India) Ltd. (3.10%), Bharti Airtel Ltd. (2.53%), Tata Steel Ltd. (2.25%).

Top Debt Holdings: Government of India securities (6.43%), Cholamandalam Investment and Finance Company Ltd. (1.77%), Power Finance Corporation Ltd. (1.25%).


Suitability:

This fund is suitable for investors seeking long-term capital appreciation with a moderate to high-risk appetite. The dynamic allocation between equity and debt aims to provide a balance between growth and stability, making it a potential option for those looking to navigate varying market conditions.


📢 जरूर देखें और अपने दोस्तों व परिवार के साथ शेयर करें ताकि वो भी इस सरकारी योजना का लाभ उठा सकें।


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