+91-22-489139092022 માં રોકાણ કરવા માટે શ્રેષ્ઠ વૈવિધ્યસભર મ્યુચ્યુઅલ ફંડ
વૈવિધ્યસભર ભંડોળ, જેને મલ્ટી કેપ ફંડ્સ તરીકે પણ ઓળખવામાં આવે છે તે એક વર્ગ છેઇક્વિટી ફંડ્સ. ઉચ્ચ જોખમની ભૂખ ધરાવતા રોકાણકારો જેઓ ઇક્વિટીમાં એક્સ્પોઝર લેવા ઇચ્છે છે તેઓ સામાન્ય રીતે આ તરફ વલણ ધરાવે છેરોકાણ વૈવિધ્યસભર ભંડોળમાં. જેમ કે, વૈવિધ્યસભર ભંડોળ સમગ્ર રોકાણ કરે છેબજાર કેપ્સ જેમ કે - લાર્જ કેપ, મિડ કેપ અનેનાની ટોપી.
મલ્ટી કેપ, ફ્લેક્સી કેપ અથવા ડાઇવર્સિફાઇડ સ્કીમ્સ ફંડ મેનેજરના દૃષ્ટિકોણના આધારે વિવિધ માર્કેટ કેપિટલાઇઝેશનમાં તમામ શેરોમાં રોકાણ કરવા માટે માનવામાં આવે છે. દરેક માર્કેટ કેપ માટે ફાળવણી યોજના પ્રમાણે અલગ અલગ હોય છે. કેટલીક યોજનાઓમાં નિશ્ચિત પ્રમાણ હોય છે અને કેટલીક બજારની સ્થિતિને આધારે ગતિશીલ રીતે બદલાય છે.
આમ્યુચ્યુઅલ ફંડ દત્તકમૂલ્ય રોકાણ વ્યૂહરચના જ્યાં તેઓ કંપનીઓના શેરો ખરીદે છે જે તેમના પાછલા પ્રદર્શનની તુલનામાં પ્રમાણમાં ઓછા છે,પુસ્તકની કિંમત,કમાણી, અને અન્ય મૂલ્ય પરિમાણો.
માં રોકાણ કરીનેશ્રેષ્ઠ ડાઇવર્સિફાઇડ ઇક્વિટી ફંડ્સ, રોકાણકારો સહેજ વધુ સ્થિર વળતર મેળવી શકે છે, જો કે, બજારની તોફાની સ્થિતિમાં તેઓ ઇક્વિટીની અસ્થિરતાથી હજુ પણ પ્રભાવિત થશે. ડાઇવર્સિફાઇડ ફંડ એવા રોકાણકારો માટે સારું છે જેઓ રોકાણ કરવા માટે વધુ જોખમ લેવા તૈયાર નથીનાના શેરો, પરંતુ તેમ છતાં ઉભરતા શેરોમાંથી વધારાનું ઊંચું વળતર મેળવવા માંગે છે. જો વ્યક્તિ ઓછી થી મધ્યમ હોય તો ડાઇવર્સિફાઇડ ઇક્વિટી ફંડમાં રોકાણ કરવું જોઈએજોખમ પ્રોફાઇલ.
સારા ડાઇવર્સિફાઇડ ઇક્વિટી ફંડની પસંદગીની પ્રક્રિયાને સરળ બનાવવા માટે, અમે કેટલાક પૂર્વ-પસંદ કરેલા ટોચના અને શ્રેષ્ઠ વૈવિધ્યસભર ઇક્વિટી ફંડ્સ સાથે આવશ્યક પરિમાણોને સૂચિબદ્ધ કર્યા છે - જેને રોકાણકારો તેમની રોકાણ યાત્રા દરમિયાન ધ્યાનમાં લઈ શકે છે.
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9 શ્રેષ્ઠ પર્ફોર્મિંગ ડાઇવર્સિફાઇડ ફંડ્સ FY 22 - 23
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Aditya Birla Sun Life Manufacturing Equity Fund Growth ₹31.67
↑ 0.64 ₹1,107 -7.1 -3.4 5.7 18.9 12.9 3.5 Motilal Oswal Multicap 35 Fund Growth ₹51.0546
↓ 0.00 ₹12,890 -15.3 -14.7 -10.5 17.8 10.1 -5.6 Nippon India Multi Cap Fund Growth ₹270.79
↑ 5.36 ₹50,820 -11.7 -10.5 -1.4 17.7 18.7 4.1 BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01 ₹588 -4.6 -2.6 19.3 17.3 13.6 Mahindra Badhat Yojana Growth ₹32.8852
↑ 0.64 ₹6,174 -10.5 -6.4 1 17.1 15.9 3.4 ICICI Prudential Multicap Fund Growth ₹714.74
↓ -0.04 ₹16,315 -11.3 -8 -2.6 16.3 14.9 5.7 JM Multicap Fund Growth ₹84.8159
↑ 1.49 ₹5,159 -14.1 -13.7 -8.5 15.5 14.4 -6.8 Baroda Pioneer Multi Cap Fund Growth ₹253.379
↓ -0.01 ₹3,096 -12.1 -9.4 -3.6 15.1 14.2 -2.8 Aditya Birla Sun Life Equity Fund Growth ₹1,689.69
↑ 30.53 ₹25,207 -12.4 -6.2 0.4 15.1 12.1 11.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Apr 26 Research Highlights & Commentary of 9 Funds showcased
Commentary Aditya Birla Sun Life Manufacturing Equity Fund Motilal Oswal Multicap 35 Fund Nippon India Multi Cap Fund BNP Paribas Multi Cap Fund Mahindra Badhat Yojana ICICI Prudential Multicap Fund JM Multicap Fund Baroda Pioneer Multi Cap Fund Aditya Birla Sun Life Equity Fund Point 1 Bottom quartile AUM (₹1,107 Cr). Upper mid AUM (₹12,890 Cr). Highest AUM (₹50,820 Cr). Bottom quartile AUM (₹588 Cr). Lower mid AUM (₹6,174 Cr). Upper mid AUM (₹16,315 Cr). Lower mid AUM (₹5,159 Cr). Bottom quartile AUM (₹3,096 Cr). Top quartile AUM (₹25,207 Cr). Point 2 Established history (11+ yrs). Established history (11+ yrs). Established history (21+ yrs). Established history (20+ yrs). Established history (8+ yrs). Oldest track record among peers (31 yrs). Established history (17+ yrs). Established history (22+ yrs). Established history (27+ yrs). Point 3 Not Rated. Top rated. Rating: 2★ (bottom quartile). Rating: 4★ (top quartile). Not Rated. Rating: 3★ (lower mid). Rating: 4★ (upper mid). Rating: 3★ (lower mid). Rating: 4★ (upper mid). Point 4 Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 12.91% (bottom quartile). 5Y return: 10.13% (bottom quartile). 5Y return: 18.70% (top quartile). 5Y return: 13.57% (lower mid). 5Y return: 15.90% (top quartile). 5Y return: 14.86% (upper mid). 5Y return: 14.42% (upper mid). 5Y return: 14.23% (lower mid). 5Y return: 12.12% (bottom quartile). Point 6 3Y return: 18.90% (top quartile). 3Y return: 17.85% (top quartile). 3Y return: 17.67% (upper mid). 3Y return: 17.28% (upper mid). 3Y return: 17.06% (lower mid). 3Y return: 16.31% (lower mid). 3Y return: 15.55% (bottom quartile). 3Y return: 15.09% (bottom quartile). 3Y return: 15.08% (bottom quartile). Point 7 1Y return: 5.65% (top quartile). 1Y return: -10.52% (bottom quartile). 1Y return: -1.41% (lower mid). 1Y return: 19.34% (top quartile). 1Y return: 1.02% (upper mid). 1Y return: -2.63% (lower mid). 1Y return: -8.46% (bottom quartile). 1Y return: -3.62% (bottom quartile). 1Y return: 0.43% (upper mid). Point 8 Alpha: 0.00 (lower mid). Alpha: -11.42 (bottom quartile). Alpha: 1.47 (upper mid). Alpha: 0.00 (lower mid). Alpha: 2.49 (top quartile). Alpha: 1.34 (upper mid). Alpha: -5.99 (bottom quartile). Alpha: -2.16 (bottom quartile). Alpha: 2.94 (top quartile). Point 9 Sharpe: 1.35 (top quartile). Sharpe: 0.13 (bottom quartile). Sharpe: 1.02 (lower mid). Sharpe: 2.86 (top quartile). Sharpe: 1.15 (upper mid). Sharpe: 1.05 (lower mid). Sharpe: 0.34 (bottom quartile). Sharpe: 0.74 (bottom quartile). Sharpe: 1.28 (upper mid). Point 10 Information ratio: 0.00 (bottom quartile). Information ratio: 0.33 (lower mid). Information ratio: 0.52 (top quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.39 (upper mid). Information ratio: 0.21 (lower mid). Information ratio: 0.42 (upper mid). Information ratio: -0.34 (bottom quartile). Information ratio: 0.64 (top quartile). Aditya Birla Sun Life Manufacturing Equity Fund
Motilal Oswal Multicap 35 Fund
Nippon India Multi Cap Fund
BNP Paribas Multi Cap Fund
Mahindra Badhat Yojana
ICICI Prudential Multicap Fund
JM Multicap Fund
Baroda Pioneer Multi Cap Fund
Aditya Birla Sun Life Equity Fund
મલ્ટીકેપ એયુએમ/નેટ એસેટ > સાથે મ્યુચ્યુઅલ ફંડ500 કરોડ, પર છટણી3 વર્ષCAGR પરત કરે છે.
The primary investment objective of the Schemes is to generate long-term capital appreciation to unit holders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in Manufacturing activity. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved. Research Highlights for Aditya Birla Sun Life Manufacturing Equity Fund Below is the key information for Aditya Birla Sun Life Manufacturing Equity Fund Returns up to 1 year are on (Erstwhile Motilal Oswal MOSt Focused Multicap 35 Fund) The investment objective of the Scheme is to achieve long term capital appreciation by primarily investing in a maximum of 35 equity & equity related instruments across sectors and market-capitalization levels.However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. Research Highlights for Motilal Oswal Multicap 35 Fund Below is the key information for Motilal Oswal Multicap 35 Fund Returns up to 1 year are on (Erstwhile Reliance Equity Opportunities Fund) The primary investment objective of the scheme is to seek to generate capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity securities & equity related securities and the secondary objective is to generate consistent returns by investing in debt and money market securities. Research Highlights for Nippon India Multi Cap Fund Below is the key information for Nippon India Multi Cap Fund Returns up to 1 year are on (Erstwhile BNP Paribas Dividend Yield Fund) The investment objective of the scheme is to generate long term capital growth from an actively managed portfolio of equity and equity related securities, primarily being high dividend yield stocks. High dividend yield stocks are
defined as stocks of companies that have a dividend yield in excess of 0.5%, at the time of investment. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns. Research Highlights for BNP Paribas Multi Cap Fund Below is the key information for BNP Paribas Multi Cap Fund Returns up to 1 year are on The investment objective of the Scheme is to provide medium to long term capital appreciation through appropriate diversification and taking low risk on business quality. The diversified portfolio would predominantly consist of equity and equity related securities including derivatives. However, there can be no assurance that the investment objective of the Scheme will be achieved. Research Highlights for Mahindra Badhat Yojana Below is the key information for Mahindra Badhat Yojana Returns up to 1 year are on To generate capital appreciation through investments in equity and equity related securities in core sectors and associated feeder industries. Research Highlights for ICICI Prudential Multicap Fund Below is the key information for ICICI Prudential Multicap 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 (Erstwhile Baroda Pioneer Growth Fund) To generate long term capital appreciation from an actively managed portfolio of equity & equity related instruments. Research Highlights for Baroda Pioneer Multi Cap Fund Below is the key information for Baroda Pioneer Multi Cap Fund Returns up to 1 year are on An Open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 90% equity and 10% debt and money market securities. Research Highlights for Aditya Birla Sun Life Equity Fund Below is the key information for Aditya Birla Sun Life Equity Fund Returns up to 1 year are on 1. Aditya Birla Sun Life Manufacturing Equity Fund
Aditya Birla Sun Life Manufacturing Equity Fund
Growth Launch Date 31 Jan 15 NAV (01 Apr 26) ₹31.67 ↑ 0.64 (2.06 %) Net Assets (Cr) ₹1,107 on 28 Feb 26 Category Equity - Multi Cap AMC Birla Sun Life Asset Management Co Ltd Rating Risk High Expense Ratio 2.26 Sharpe Ratio 1.35 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹11,396 31 Mar 23 ₹10,917 31 Mar 24 ₹16,026 31 Mar 25 ₹17,368 31 Mar 26 ₹18,350 Returns for Aditya Birla Sun Life Manufacturing Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 26 Duration Returns 1 Month -8.4% 3 Month -7.1% 6 Month -3.4% 1 Year 5.7% 3 Year 18.9% 5 Year 12.9% 10 Year 15 Year Since launch 10.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 3.5% 2023 25% 2022 32.5% 2021 -1.4% 2020 22.1% 2019 26.3% 2018 -4% 2017 -12.9% 2016 41.7% 2015 9.2% Fund Manager information for Aditya Birla Sun Life Manufacturing Equity Fund
Name Since Tenure Harish Krishnan 3 Nov 23 2.32 Yr. Data below for Aditya Birla Sun Life Manufacturing Equity Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Consumer Cyclical 30.29% Industrials 25.09% Basic Materials 21.26% Health Care 11.76% Energy 4.62% Consumer Defensive 3.84% Technology 1.38% Utility 0.67% Asset Allocation
Asset Class Value Cash 1.08% Equity 98.92% Top Securities Holdings / Portfolio
Name Holding Value Quantity Hindalco Industries Ltd (Basic Materials)
Equity, Since 31 Mar 17 | HINDALCO5% ₹55 Cr 600,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 19 | RELIANCE5% ₹51 Cr 366,616 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | M&M4% ₹49 Cr 144,570 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | MARUTI4% ₹46 Cr 30,843 Cummins India Ltd (Industrials)
Equity, Since 28 Feb 15 | CUMMINSIND4% ₹42 Cr 85,582 Vedanta Ltd (Basic Materials)
Equity, Since 31 Jul 24 | VEDL4% ₹40 Cr 550,000 Tata Steel Ltd (Basic Materials)
Equity, Since 30 Jun 16 | TATASTEEL3% ₹38 Cr 1,795,574 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Nov 22 | SUNPHARMA3% ₹33 Cr 190,238 Jindal Steel Ltd (Basic Materials)
Equity, Since 31 Jul 24 | JINDALSTEL3% ₹32 Cr 256,435 Bharat Electronics Ltd (Industrials)
Equity, Since 28 Feb 15 | BEL3% ₹30 Cr 678,274 2. Motilal Oswal Multicap 35 Fund
Motilal Oswal Multicap 35 Fund
Growth Launch Date 28 Apr 14 NAV (31 Mar 26) ₹51.0546 ↓ 0.00 (0.00 %) Net Assets (Cr) ₹12,890 on 28 Feb 26 Category Equity - Multi Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio 0.13 Information Ratio 0.33 Alpha Ratio -11.42 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹10,237 31 Mar 23 ₹9,901 31 Mar 24 ₹15,288 31 Mar 25 ₹18,108 31 Mar 26 ₹16,204 Returns for Motilal Oswal Multicap 35 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 26 Duration Returns 1 Month -9.4% 3 Month -15.3% 6 Month -14.7% 1 Year -10.5% 3 Year 17.8% 5 Year 10.1% 10 Year 15 Year Since launch 14.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 -5.6% 2023 45.7% 2022 31% 2021 -3% 2020 15.3% 2019 10.3% 2018 7.9% 2017 -7.8% 2016 43.1% 2015 8.5% Fund Manager information for Motilal Oswal Multicap 35 Fund
Name Since Tenure Varun Sharma 21 Jan 26 0.1 Yr. Swapnil Mayekar 18 Nov 25 0.28 Yr. Ajay Khandelwal 1 Oct 24 1.41 Yr. Ankit Agarwal 21 Jan 26 0.1 Yr. Rakesh Shetty 22 Nov 22 3.27 Yr. Atul Mehra 1 Oct 24 1.41 Yr. Data below for Motilal Oswal Multicap 35 Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 27.58% Technology 17.52% Industrials 16.52% Consumer Cyclical 14.45% Communication Services 4.59% Energy 2.13% Health Care 0.49% Consumer Defensive 0.14% Asset Allocation
Asset Class Value Cash 7.65% Equity 92.35% Top Securities Holdings / Portfolio
Name Holding Value Quantity Nifty March 2026 Future
- | -9% ₹1,151 Cr 454,090
↑ 454,090 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | KALYANKJIL7% ₹934 Cr 22,782,390
↑ 509,414 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Jan 25 | CGPOWER7% ₹909 Cr 12,534,629 Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE6% ₹820 Cr 6,911,442
↓ -588,558 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 25 | 5433206% ₹800 Cr 32,498,890 ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | ICICIBANK6% ₹742 Cr 5,382,830
↓ -975,391 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 23 | PERSISTENT6% ₹716 Cr 1,512,841
↓ -401,945 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 26 | HDFCBANK5% ₹665 Cr 7,493,754
↓ -1,506,246 Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Apr 24 | 8901575% ₹591 Cr 4,000,000 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | CHOLAFIN5% ₹590 Cr 3,410,824
↓ -1,940,920 3. Nippon India Multi Cap Fund
Nippon India Multi Cap Fund
Growth Launch Date 28 Mar 05 NAV (01 Apr 26) ₹270.79 ↑ 5.36 (2.02 %) Net Assets (Cr) ₹50,820 on 28 Feb 26 Category Equity - Multi Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 1.57 Sharpe Ratio 1.02 Information Ratio 0.52 Alpha Ratio 1.47 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹13,437 31 Mar 23 ₹14,464 31 Mar 24 ₹21,718 31 Mar 25 ₹23,904 31 Mar 26 ₹23,567 Returns for Nippon India Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 26 Duration Returns 1 Month -10.5% 3 Month -11.7% 6 Month -10.5% 1 Year -1.4% 3 Year 17.7% 5 Year 18.7% 10 Year 15 Year Since launch 16.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 4.1% 2023 25.8% 2022 38.1% 2021 14.1% 2020 48.9% 2019 0% 2018 2.2% 2017 -2.2% 2016 40.9% 2015 -6.7% Fund Manager information for Nippon India Multi Cap Fund
Name Since Tenure Sailesh Raj Bhan 31 Mar 05 20.93 Yr. Kinjal Desai 25 May 18 7.77 Yr. Lokesh Maru 5 Sep 25 0.48 Yr. Divya Sharma 5 Sep 25 0.48 Yr. Data below for Nippon India Multi Cap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 25.38% Consumer Cyclical 21.18% Industrials 18.03% Health Care 9.43% Utility 6.2% Consumer Defensive 5.56% Basic Materials 5.45% Technology 4.77% Energy 2.21% Communication Services 1.19% Asset Allocation
Asset Class Value Cash 0.6% Equity 99.4% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK6% ₹2,891 Cr 32,569,796
↑ 1,000,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK4% ₹2,219 Cr 16,093,364
↑ 1,700,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 15 | AXISBANK4% ₹1,957 Cr 14,140,351 GE Vernova T&D India Ltd (Industrials)
Equity, Since 31 May 12 | GVT&D3% ₹1,545 Cr 4,012,397
↓ -83,218 Infosys Ltd (Technology)
Equity, Since 30 Apr 09 | INFY3% ₹1,292 Cr 9,939,713
↑ 1,000,000 Max Financial Services Ltd (Financial Services)
Equity, Since 31 Mar 12 | MFSL2% ₹1,261 Cr 6,953,107 NTPC Ltd (Utilities)
Equity, Since 30 Jun 23 | NTPC2% ₹1,137 Cr 29,762,573 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE2% ₹1,125 Cr 8,068,975 Linde India Ltd (Basic Materials)
Equity, Since 31 May 13 | LINDEINDIA2% ₹1,026 Cr 1,524,539 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 10 | LT2% ₹982 Cr 2,294,471 4. BNP Paribas Multi Cap Fund
BNP Paribas Multi Cap Fund
Growth Launch Date 15 Sep 05 NAV (13 Mar 22) ₹73.5154 ↓ -0.01 (-0.01 %) Net Assets (Cr) ₹588 on 31 Jan 22 Category Equity - Multi Cap AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.44 Sharpe Ratio 2.86 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 Returns for BNP Paribas Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 26 Duration Returns 1 Month -4.4% 3 Month -4.6% 6 Month -2.6% 1 Year 19.3% 3 Year 17.3% 5 Year 13.6% 10 Year 15 Year Since launch 12.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for BNP Paribas Multi Cap Fund
Name Since Tenure Data below for BNP Paribas Multi Cap Fund as on 31 Jan 22
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. Mahindra Badhat Yojana
Mahindra Badhat Yojana
Growth Launch Date 11 May 17 NAV (01 Apr 26) ₹32.8852 ↑ 0.64 (1.97 %) Net Assets (Cr) ₹6,174 on 28 Feb 26 Category Equity - Multi Cap AMC Mahindra Asset Management Company Pvt. Ltd. Rating Risk Moderately High Expense Ratio 1.83 Sharpe Ratio 1.15 Information Ratio 0.39 Alpha Ratio 2.49 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹13,364 31 Mar 23 ₹13,036 31 Mar 24 ₹19,401 31 Mar 25 ₹20,699 31 Mar 26 ₹20,911 Returns for Mahindra Badhat Yojana
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 26 Duration Returns 1 Month -9.7% 3 Month -10.5% 6 Month -6.4% 1 Year 1% 3 Year 17.1% 5 Year 15.9% 10 Year 15 Year Since launch 14.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 3.4% 2023 23.4% 2022 34.2% 2021 1.6% 2020 50.8% 2019 16.6% 2018 13.8% 2017 -9.9% 2016 2015 Fund Manager information for Mahindra Badhat Yojana
Name Since Tenure Fatema Pacha 16 Oct 20 5.37 Yr. Vishal Jajoo 3 Nov 25 0.32 Yr. Data below for Mahindra Badhat Yojana as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 29.75% Industrials 14.57% Health Care 13.5% Basic Materials 11.19% Consumer Cyclical 10.57% Communication Services 5.22% Technology 4.85% Energy 2.9% Consumer Defensive 1.39% Asset Allocation
Asset Class Value Cash 6.05% Equity 93.95% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 24 | ICICIBANK4% ₹235 Cr 1,703,000 Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 25 | GLENMARK3% ₹211 Cr 989,000 Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 31 Jan 25 | INDUSTOWER3% ₹202 Cr 4,430,000
↓ -60,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 25 | LT3% ₹186 Cr 434,228
↑ 225,000 Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Apr 23 | DIVISLAB3% ₹183 Cr 285,000 Polycab India Ltd (Industrials)
Equity, Since 31 Jul 25 | POLYCAB3% ₹166 Cr 193,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 28 Feb 25 | ULTRACEMCO3% ₹158 Cr 125,000 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Nov 25 | MCX2% ₹138 Cr 565,000 Piramal Finance Ltd (Financial Services)
Equity, Since 30 Sep 25 | PIRAMALFIN2% ₹133 Cr 764,377 Laurus Labs Ltd (Healthcare)
Equity, Since 31 Dec 24 | LAURUSLABS2% ₹118 Cr 1,100,000 6. ICICI Prudential Multicap Fund
ICICI Prudential Multicap Fund
Growth Launch Date 1 Oct 94 NAV (31 Mar 26) ₹714.74 ↓ -0.04 (-0.01 %) Net Assets (Cr) ₹16,315 on 28 Feb 26 Category Equity - Multi Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 1.05 Information Ratio 0.21 Alpha Ratio 1.34 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-18 Months (1%),18 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹12,315 31 Mar 23 ₹12,706 31 Mar 24 ₹18,830 31 Mar 25 ₹20,530 31 Mar 26 ₹19,990 Returns for ICICI Prudential Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 26 Duration Returns 1 Month -10.8% 3 Month -11.3% 6 Month -8% 1 Year -2.6% 3 Year 16.3% 5 Year 14.9% 10 Year 15 Year Since launch 14.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 5.7% 2023 20.7% 2022 35.4% 2021 4.7% 2020 36.4% 2019 9.2% 2018 6% 2017 0.2% 2016 28% 2015 10.1% Fund Manager information for ICICI Prudential Multicap Fund
Name Since Tenure Lalit Kumar 29 Sep 25 0.42 Yr. Sharmila D’mello 31 Jul 22 3.58 Yr. Data below for ICICI Prudential Multicap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Basic Materials 27.72% Industrials 21.32% Consumer Cyclical 16.39% Financial Services 16.02% Communication Services 5.25% Health Care 4.2% Real Estate 3.94% Technology 1.53% Consumer Defensive 1.2% Energy 0.27% Utility 0% Asset Allocation
Asset Class Value Cash 2.16% Equity 97.84% Top Securities Holdings / Portfolio
Name Holding Value Quantity Vedanta Ltd (Basic Materials)
Equity, Since 31 Aug 25 | VEDL5% ₹816 Cr 11,352,245 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | BHARTIARTL4% ₹592 Cr 3,149,364
↑ 30,323 Jindal Steel Ltd (Basic Materials)
Equity, Since 31 Aug 25 | JINDALSTEL3% ₹473 Cr 3,800,436 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Aug 25 | ULTRACEMCO3% ₹467 Cr 368,008 BSE Ltd (Financial Services)
Equity, Since 31 Aug 25 | BSE3% ₹418 Cr 1,543,998
↑ 150,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Aug 25 | INDIGO2% ₹344 Cr 712,741 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | MOTHERSON2% ₹332 Cr 24,891,842
↑ 1,612,450 Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Jul 23 | BHARATFORG2% ₹301 Cr 1,575,011 ABB India Ltd (Industrials)
Equity, Since 31 Aug 25 | ABB2% ₹294 Cr 484,711 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Sep 25 | MCX2% ₹294 Cr 1,204,496
↑ 594,041 7. JM Multicap Fund
JM Multicap Fund
Growth Launch Date 23 Sep 08 NAV (01 Apr 26) ₹84.8159 ↑ 1.49 (1.79 %) Net Assets (Cr) ₹5,159 on 28 Feb 26 Category Equity - Multi Cap AMC JM Financial Asset Management Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.84 Sharpe Ratio 0.34 Information Ratio 0.42 Alpha Ratio -5.99 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 Mar 21 ₹10,000 31 Mar 22 ₹12,102 31 Mar 23 ₹12,709 31 Mar 24 ₹19,958 31 Mar 25 ₹21,420 31 Mar 26 ₹19,608 Returns for JM Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 26 Duration Returns 1 Month -11.5% 3 Month -14.1% 6 Month -13.7% 1 Year -8.5% 3 Year 15.5% 5 Year 14.4% 10 Year 15 Year Since launch 12.9% 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 4.53 Yr. Asit Bhandarkar 1 Oct 24 1.41 Yr. Ruchi Fozdar 4 Oct 24 1.4 Yr. Deepak Gupta 11 Apr 25 0.89 Yr. Data below for JM Multicap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 30.79% Consumer Cyclical 17.92% Industrials 9.26% Technology 8.98% Basic Materials 8.81% Health Care 7.62% Energy 5.13% Consumer Defensive 4.73% Communication Services 2.52% Utility 1.63% Asset Allocation
Asset Class Value Cash 2.6% Equity 97.39% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | ICICIBANK4% ₹195 Cr 1,415,062
↓ -592,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | HDFCBANK4% ₹187 Cr 2,107,760
↓ -650,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN3% ₹181 Cr 1,502,196
↓ -300,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT3% ₹154 Cr 360,668 Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Oct 25 | DRREDDY3% ₹154 Cr 1,196,532 Godfrey Phillips India Ltd (Consumer Defensive)
Equity, Since 28 Feb 25 | GODFRYPHLP3% ₹148 Cr 700,000
↓ -28,802 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | MARUTI3% ₹141 Cr 95,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 25 | RELIANCE3% ₹139 Cr 1,000,000
↓ -300,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 26 | AXISBANK3% ₹131 Cr 945,000
↑ 345,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL3% ₹130 Cr 692,200
↓ -225,000 8. Baroda Pioneer Multi Cap Fund
Baroda Pioneer Multi Cap Fund
Growth Launch Date 12 Sep 03 NAV (31 Mar 26) ₹253.379 ↓ -0.01 (0.00 %) Net Assets (Cr) ₹3,096 on 28 Feb 26 Category Equity - Multi Cap AMC Baroda Pioneer Asset Management Co. Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 2 Sharpe Ratio 0.74 Information Ratio -0.34 Alpha Ratio -2.16 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹13,403 31 Mar 23 ₹12,762 31 Mar 24 ₹18,620 31 Mar 25 ₹20,184 31 Mar 26 ₹19,453 Returns for Baroda Pioneer Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 26 Duration Returns 1 Month -9.2% 3 Month -12.1% 6 Month -9.4% 1 Year -3.6% 3 Year 15.1% 5 Year 14.2% 10 Year 15 Year Since launch 15.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 -2.8% 2023 31.7% 2022 30.8% 2021 -3% 2020 47.9% 2019 19.5% 2018 8.9% 2017 -11.9% 2016 36.8% 2015 2.3% Fund Manager information for Baroda Pioneer Multi Cap Fund
Name Since Tenure Sanjay Chawla 1 Nov 15 10.33 Yr. Kirtan Mehta 29 Nov 25 0.25 Yr. Data below for Baroda Pioneer Multi Cap Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 25.77% Consumer Cyclical 15.58% Industrials 12.59% Basic Materials 10.91% Health Care 9.04% Technology 8.25% Consumer Defensive 4.38% Energy 3.78% Communication Services 3.04% Real Estate 1.18% Utility 0.91% Asset Allocation
Asset Class Value Cash 4.37% Equity 94.51% Debt 1.1% Top Securities Holdings / Portfolio
Name Holding Value Quantity IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Nov 25 | INDUSINDBK3% ₹98 Cr 1,025,000
↑ 175,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL3% ₹94 Cr 500,000
↑ 100,000 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | KARURVYSYA3% ₹85 Cr 2,600,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | HDFCBANK3% ₹82 Cr 925,000
↓ -344,472 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 24 | NAVINFLUOR3% ₹81 Cr 130,000 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Nov 25 | BHEL3% ₹79 Cr 3,000,000
↑ 750,000 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | TVSMOTOR2% ₹77 Cr 200,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE2% ₹77 Cr 550,000
↓ -150,000 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 28 Feb 25 | AMBER2% ₹72 Cr 90,000
↓ -12,500 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 25 | SBILIFE2% ₹71 Cr 350,000
↑ 50,000 9. Aditya Birla Sun Life Equity Fund
Aditya Birla Sun Life Equity Fund
Growth Launch Date 27 Aug 98 NAV (01 Apr 26) ₹1,689.69 ↑ 30.53 (1.84 %) Net Assets (Cr) ₹25,207 on 28 Feb 26 Category Equity - Multi Cap AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.68 Sharpe Ratio 1.28 Information Ratio 0.64 Alpha Ratio 2.94 Min Investment 1,000 Min SIP Investment 100 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 21 ₹10,000 31 Mar 22 ₹12,128 31 Mar 23 ₹11,624 31 Mar 24 ₹15,961 31 Mar 25 ₹17,640 31 Mar 26 ₹17,716 Returns for Aditya Birla Sun Life Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 26 Duration Returns 1 Month -10.3% 3 Month -12.4% 6 Month -6.2% 1 Year 0.4% 3 Year 15.1% 5 Year 12.1% 10 Year 15 Year Since launch 20.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 11.2% 2023 18.5% 2022 26% 2021 -1.1% 2020 30.3% 2019 16.1% 2018 8.5% 2017 -4.1% 2016 33.5% 2015 15.2% Fund Manager information for Aditya Birla Sun Life Equity Fund
Name Since Tenure Harish Krishnan 3 Nov 23 2.32 Yr. Dhaval Joshi 21 Nov 22 3.27 Yr. Data below for Aditya Birla Sun Life Equity Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 31.66% Consumer Cyclical 14.47% Industrials 10.64% Basic Materials 10.35% Technology 8.76% Health Care 7.65% Consumer Defensive 7.23% Energy 4.36% Communication Services 2.32% Real Estate 0.54% Asset Allocation
Asset Class Value Cash 2.03% Equity 97.97% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK6% ₹1,634 Cr 11,849,171 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK4% ₹981 Cr 11,055,796 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | KOTAKBANK4% ₹959 Cr 23,096,430 Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY3% ₹801 Cr 6,161,817 Reliance Industries Ltd (Energy)
Equity, Since 31 May 19 | RELIANCE3% ₹795 Cr 5,706,067 State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN3% ₹757 Cr 6,300,000 HCL Technologies Ltd (Technology)
Equity, Since 30 Nov 11 | HCLTECH2% ₹570 Cr 4,103,703 Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 30 Jun 17 | BHARATFORG2% ₹540 Cr 2,825,424 Hindalco Industries Ltd (Basic Materials)
Equity, Since 31 Mar 17 | HINDALCO2% ₹520 Cr 5,628,825 Godrej Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Mar 24 | GODREJCP2% ₹517 Cr 4,250,000
ડાયવર્સિફાઈડ ફંડમાં ઓનલાઈન કેવી રીતે રોકાણ કરવું?
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દસ્તાવેજો અપલોડ કરો (PAN, આધાર, વગેરે).અને, તમે રોકાણ કરવા માટે તૈયાર છો!
શ્રેષ્ઠ વૈવિધ્યસભર મ્યુચ્યુઅલ ફંડ્સ પસંદ કરવા માટે સ્માર્ટ ટિપ્સ
એક આદર્શ વૈવિધ્યસભર ફંડ નીચેના પરિમાણોમાંથી પસાર થવું જોઈએ:
1. સમાન કેટેગરીમાં વિવિધ પ્રકારના ભંડોળના વળતરની તુલના કરો
બેન્ચમાર્કિંગના સૌથી મૂળભૂત સ્વરૂપોમાંના એકમાં સમાન કેટેગરીમાં ફંડની તુલના કરવાનો સમાવેશ થાય છે. મૂલ્યાંકન કરતી વખતે એલાર્જ કેપ ફંડ, તમારે તેના વળતરની તુલના અન્ય મેચિંગ લાર્જ કેપ ડાઈવર્સિફાઈડ ઈક્વિટી ફંડ્સ સાથે કરવી જોઈએ. મિડ-કેપ ડાઇવર્સિફાઇડ ઇક્વિટી ફંડ્સ સાથે તેની સરખામણી કરવાથી લાર્જ કેપ અને બંને વચ્ચે જોખમ અને પુરસ્કાર સંબંધ હોવાથી ચોક્કસ પરિણામ નહીં મળે.મિડ કેપ ફંડ્સ તુલનાત્મક નથી. ડાઇવર્સિફાઇડ ફંડ્સ, કારણ કે તે જ રીતે સમગ્ર માર્કેટ કેપમાં રોકાણ કરે છે અને તેથી એક સમાન આદેશ ધરાવતા ફંડ્સ સાથે તેની સરખામણી કરવી જોઈએ.
એક વધારાનુંપરિબળ વૈવિધ્યસભર ફંડનું મૂલ્યાંકન કરવાની સમયમર્યાદા છે. ઇક્વિટી લાંબા સમયની ફ્રેમમાં (5 વર્ષથી વધુ) વળતર આપવા માટે સજ્જ હોવાથી, વૈવિધ્યસભર ફંડ્સમાં રોકાણ લાંબા ગાળા માટે કરવું જોઈએ. લાંબા સમય સુધી ડાઇવર્સિફાઇડ ફંડનું મૂલ્યાંકન કરવાથી તમને તેજી-અને-બસ્ટ સાઇકલ દરમિયાન તેના પ્રભાવને માપવામાં મદદ મળશે. રોકાણકારો કેટેગરી એવરેજ સાથે વિવિધ બજાર તબક્કાઓ દરમિયાન તેના પ્રદર્શનની સમીક્ષા કરીને વૈવિધ્યસભર ફંડના વળતરની સુસંગતતાનું વિશ્લેષણ કરી શકે છે. આ કહીને, સાચા પીઅર જૂથની સ્થાપના મહત્વપૂર્ણ છે, આ રચના કરે છેઆધાર વળતર, અસ્થિરતાની સરખામણી માટે અને આ રીતે અંતિમ ભંડોળની પસંદગીમાં મદદ કરે છે.
2. બેન્ચમાર્ક ઇન્ડેક્સ સામે ડાઇવર્સિફાઇડ ફંડ રિટર્ન તપાસો
દરેક ડાઇવર્સિફાઇડ ફંડ માટે તેના ઓફર ડોક્યુમેન્ટમાં બેન્ચમાર્ક ઇન્ડેક્સનો ઉલ્લેખ કરવો ફરજિયાત છે. આ બેન્ચમાર્ક ઇન્ડેક્સ એ નક્કી કરવા માટેનું સૂચક છે કે શું ડાઇવર્સિફાઇડ ફંડે સારું પ્રદર્શન કર્યું છે. વૈવિધ્યસભર ફંડની કામગીરીનું મૂલ્યાંકન કરતી વખતે, રોકાણકારોએ 3 વર્ષ, 5 વર્ષ અથવા તો 10 વર્ષ સુધીના લાંબા સમયના ચક્રને ધ્યાનમાં લેવું જોઈએ. તે ફંડ્સ કે જેઓ તેમના બેન્ચમાર્ક સૂચકાંકોને સતત આગળ કરે છે, તેમને રોકાણ માટે ધ્યાનમાં લેવા જોઈએ.
3. ફંડની સુસંગતતાનું વજન કરો
બેન્ચમાર્ક ઇન્ડેક્સ મૂલ્યાંકન ઉપરાંત, રોકાણકારોએ ફંડની ઐતિહાસિક કામગીરીનું પણ મૂલ્યાંકન કરવું જોઈએ. લાંબા ગાળામાં, ઘણા ડાઇવર્સિફાઇડ ફંડ્સ બજારની મંદી દરમિયાન અને તેમના બેન્ચમાર્ક સૂચકાંકો અને કેટેગરીની સરેરાશથી પણ નીચે ડૂબકી મારવાનું વલણ ધરાવે છે. માત્ર થોડા જ લોકો બજારની તમામ પરિસ્થિતિઓમાં તેમનું પ્રદર્શન જાળવી રાખે છે. અપટર્ન અને ડાઉનટર્ન્સમાં સારું પર્ફોર્મન્સ આપતું ફંડ પસંદ કરવું અગત્યનું છે, અન્યથા તમારી પાસે એવું ફંડ હશે કે જે સારું કરી શકે, પરંતુ માત્ર પછીથી જોવાનું છે કે મંદીમાં તમામ વળતર નાશ પામે છે. આમ, એકરોકાણકાર ખાતરી કરવી જોઈએ કે તેઓ તેમના પોર્ટફોલિયોમાં સૌથી વધુ સુસંગત પર્ફોર્મર્સનો સમાવેશ કરે છે.
4. ફંડમાં રહેલા જોખમોથી વાકેફ રહો
રોકાણ કરતા પહેલા, વ્યક્તિએ ડાઇવર્સિફાઇડ ફંડનું જોખમ-વળતર વિશ્લેષણ કરવું આવશ્યક છે. આમ કરવા માટે, વ્યક્તિએ કેટલાક મહત્વપૂર્ણ ગુણોત્તર જોવું જોઈએ, જેમ કે:
a આલ્ફા
આલ્ફા જોખમ-સમાયોજિત ધોરણે વૈવિધ્યસભર ફંડની કામગીરીનું માપ છે. તે જોખમ સમાયોજિત ધોરણે સામાન્ય બજારમાં ફંડ અથવા શેરે કેટલું પ્રદર્શન કર્યું છે તેનું માપ કાઢે છે. 1 ના પોઝિટિવ આલ્ફાનો અર્થ એ છે કે ફંડે તેના બેન્ચમાર્ક ઇન્ડેક્સને 1% કરતા આગળ કર્યો છે, જ્યારે -1 નો નકારાત્મક આલ્ફા સૂચવે છે કે ફંડે તેના બજાર બેન્ચમાર્ક કરતાં 1% ઓછું વળતર આપ્યું છે. તેથી, મૂળભૂત રીતે, રોકાણકારની વ્યૂહરચના હકારાત્મક આલ્ફા સાથે સિક્યોરિટીઝ અથવા મ્યુચ્યુઅલ ફંડ ખરીદવાની હોવી જોઈએ.
b બેટા
બેટા તેના બેન્ચમાર્ક ઇન્ડેક્સની સરખામણીમાં ડાઇવર્સિફાઇડ ફંડની વોલેટિલિટીને માપે છે. બીટા સકારાત્મક અથવા નકારાત્મક આંકડાઓમાં સૂચવવામાં આવે છે. 1 નો બીટા સૂચવે છે કે સ્ટોકની કિંમત અથવા મ્યુચ્યુઅલ ફંડનથી બજારને અનુરૂપ આગળ વધે છે. 1 કરતાં વધુનો બીટા સૂચવે છે કે સ્ટોક બજાર કરતાં જોખમી છે, અને 1 કરતાં ઓછા બીટાનો અર્થ છે કે સ્ટોક બજાર કરતાં ઓછો જોખમી છે. તેથી, ઘટી રહેલા બજારમાં નીચું બીટા વધુ સારું છે. વધતા બજારમાં, ઉચ્ચ-બીટા વધુ સારું છે.
c માનક વિચલન (SD)
SD એ ફંડમાં અસ્થિરતા અથવા જોખમનું પ્રતિનિધિત્વ કરતું આંકડાકીય માપ છે. SD જેટલું ઊંચું હશે, વળતરમાં વધઘટ વધારે હશે. આદર્શરીતે, રોકાણકારો નીચા સાથે ભંડોળ શોધે છેપ્રમાણભૂત વિચલન.
ડી. શાર્પ રેશિયો (SR)
શાર્પ રેશિયો લીધેલા જોખમના સંદર્ભમાં વળતર (નકારાત્મક અને હકારાત્મક બંને) માપે છે. અહીં જોખમ પ્રમાણભૂત વિચલન દ્વારા વ્યાખ્યાયિત થયેલ છે. ઉચ્ચ શાર્પ રેશિયોનો અર્થ છે, વધારે જોખમ વિના ઊંચું વળતર. આમ, રોકાણ કરતી વખતે, રોકાણકારોએ વૈવિધ્યસભર ફંડ પસંદ કરવું જોઈએ જે ઉચ્ચ શાર્પ રેશિયો દર્શાવે છે. ફરીથી, રોકાણકારને ઐતિહાસિક ધોરણે ડાઇવર્સિફાઇડ ફંડના SD અને SRનું મૂલ્યાંકન કરવાની સલાહ આપવામાં આવે છે જેથી કરીને સૌથી વધુ સુસંગત પ્રદર્શન કરનારાઓને પસંદ કરી શકાય.
અહીં આપેલી માહિતી સચોટ છે તેની ખાતરી કરવા માટેના તમામ પ્રયાસો કરવામાં આવ્યા છે. જો કે, ડેટાની શુદ્ધતા અંગે કોઈ ગેરંટી આપવામાં આવતી નથી. કોઈપણ રોકાણ કરતા પહેલા કૃપા કરીને સ્કીમ માહિતી દસ્તાવેજ સાથે ચકાસો.
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