+91-22-489139092019 માટે શ્રેષ્ઠ મ્યુચ્યુઅલ ફંડ રીટર્ન
મ્યુચ્યુઅલ ફંડ એ એક રોકાણ એવન્યુ છે જે એક સમાન વિચાર વહેંચતા અસંખ્ય લોકો એકઠા થાય છે અને તેમના નાણાંનું રોકાણ કરે છે ત્યારે રચાય છે. ત્યારબાદ મ્યુચ્યુઅલ ફંડ યોજના આ વ્યક્તિઓ વતી વિવિધ નાણાકીય સાધનોમાં રોકાણ કરે છે અને નફો મેળવે છે. મ્યુચ્યુઅલ ફંડ યોજનાઓની વિવિધ કેટેગરીઓ છે જે વ્યક્તિની વિવિધ આવશ્યકતાઓને પૂર્ણ કરવા માટે રચાયેલ છે. મ્યુચ્યુઅલ ફંડ યોજનાઓની વિશાળ શ્રેણીઇક્વિટી ફંડ્સ,Tણ ભંડોળ, અનેહાઇબ્રિડ ફંડ. 2019 માં, બધી યોજના કેટેગરીઝનું પ્રદર્શન સારું હતું. આમ્યુચ્યુઅલ ફંડ્સ તેમના રોકાણકારો માટે અનુકૂળ વળતર પ્રાપ્ત કરવામાં સક્ષમ હતા. તેથી, ચાલો આપણે 2019 માટે આ યોજનાઓનું પ્રદર્શન જોઈએ.
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2019 પ્રદર્શનના આધારે ટોચના પરફોર્મિંગ ઇક્વિટી ફંડ્સ
Fund NAV Net Assets (Cr) 2024 (%) 2023 (%) 2022 (%) 2021 (%) 2020 (%) DSP World Gold Fund Growth ₹62.5589
↑ 3.57 ₹1,441 167.1 15.9 7 -7.7 -9 DSP World Mining Fund Growth ₹34.3681
↑ 0.98 ₹168 79 -8.1 0 12.2 18 Edelweiss Europe Dynamic Equity Off-shore Fund Growth ₹31.6743
↓ -0.14 ₹275 50 5.4 17.3 -6 17 Invesco India Feeder- Invesco Pan European Equity Fund Growth ₹27.6466
↑ 0.04 ₹227 42.5 -5.1 20.5 1.6 16.6 Edelweiss Emerging Markets Opportunities Equity Off-shore Fund Growth ₹27.7347
↓ -0.34 ₹261 41.1 5.9 5.5 -16.8 -5.9 DSP World Energy Fund Growth ₹28.9592
↓ -0.30 ₹116 39.2 -6.8 12.9 -8.6 29.5 Kotak Global Emerging Market Fund Growth ₹39.093
↓ -0.53 ₹1,663 39.1 5.9 10.8 -15 -0.5 Aditya Birla Sun Life International Equity Fund - Plan A Growth ₹52.896
↓ -0.20 ₹327 34.7 7.4 8.6 -2.1 13.5 DSP US Flexible Equity Fund Growth ₹93.417
↓ -0.55 ₹1,296 33.8 17.8 22 -5.9 24.2 Sundaram Global Advantage Fund Growth ₹44.1179
↑ 0.32 ₹170 23.9 13.1 30.1 -15.4 18.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Aug 26 Research Highlights & Commentary of 10 Funds showcased
Commentary DSP World Gold Fund DSP World Mining Fund Edelweiss Europe Dynamic Equity Off-shore Fund Invesco India Feeder- Invesco Pan European Equity Fund Edelweiss Emerging Markets Opportunities Equity Off-shore Fund DSP World Energy Fund Kotak Global Emerging Market Fund Aditya Birla Sun Life International Equity Fund - Plan A DSP US Flexible Equity Fund Sundaram Global Advantage Fund Point 1 Top quartile AUM (₹1,441 Cr). Bottom quartile AUM (₹168 Cr). Upper mid AUM (₹275 Cr). Lower mid AUM (₹227 Cr). Lower mid AUM (₹261 Cr). Bottom quartile AUM (₹116 Cr). Highest AUM (₹1,663 Cr). Upper mid AUM (₹327 Cr). Upper mid AUM (₹1,296 Cr). Bottom quartile AUM (₹170 Cr). Point 2 Established history (18+ yrs). Established history (16+ yrs). Established history (12+ yrs). Established history (12+ yrs). Established history (12+ yrs). Established history (17+ yrs). Established history (18+ yrs). Established history (18+ yrs). Established history (14+ yrs). Oldest track record among peers (19 yrs). Point 3 Rating: 3★ (top quartile). Rating: 3★ (upper mid). Rating: 3★ (upper mid). Rating: 3★ (upper mid). Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Rating: 3★ (lower mid). Rating: 2★ (bottom quartile). Top rated. Rating: 2★ (bottom quartile). Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Point 5 5Y return: 29.59% (top quartile). 5Y return: 19.19% (top quartile). 5Y return: 14.80% (upper mid). 5Y return: 15.78% (upper mid). 5Y return: 10.47% (bottom quartile). 5Y return: 12.52% (lower mid). 5Y return: 12.10% (lower mid). 5Y return: 11.48% (bottom quartile). 5Y return: 18.15% (upper mid). 5Y return: 11.95% (bottom quartile). Point 6 3Y return: 59.20% (top quartile). 3Y return: 31.90% (top quartile). 3Y return: 25.33% (lower mid). 3Y return: 22.32% (lower mid). 3Y return: 27.22% (upper mid). 3Y return: 19.06% (bottom quartile). 3Y return: 25.65% (upper mid). 3Y return: 20.79% (bottom quartile). 3Y return: 27.46% (upper mid). 3Y return: 18.82% (bottom quartile). Point 7 1Y return: 86.05% (top quartile). 1Y return: 81.90% (top quartile). 1Y return: 27.30% (bottom quartile). 1Y return: 38.05% (lower mid). 1Y return: 54.23% (upper mid). 1Y return: 37.68% (lower mid). 1Y return: 45.35% (upper mid). 1Y return: 22.88% (bottom quartile). 1Y return: 39.85% (upper mid). 1Y return: 22.93% (bottom quartile). Point 8 Alpha: 2.59 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (upper mid). Alpha: 0.00 (upper mid). Alpha: 4.39 (top quartile). Alpha: 0.00 (lower mid). Alpha: -4.91 (bottom quartile). Alpha: -10.40 (bottom quartile). Alpha: -7.66 (bottom quartile). Alpha: 0.00 (lower mid). Point 9 Sharpe: 1.14 (bottom quartile). Sharpe: 1.67 (upper mid). Sharpe: 1.94 (top quartile). Sharpe: 1.84 (top quartile). Sharpe: 1.76 (upper mid). Sharpe: 1.66 (upper mid). Sharpe: 1.39 (lower mid). Sharpe: 1.22 (bottom quartile). Sharpe: 1.40 (lower mid). Sharpe: 0.99 (bottom quartile). Point 10 Information ratio: -0.56 (bottom quartile). Information ratio: 0.00 (top quartile). Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: -0.42 (lower mid). Information ratio: 0.00 (upper mid). Information ratio: -0.62 (bottom quartile). Information ratio: -1.42 (bottom quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). DSP World Gold Fund
DSP World Mining Fund
Edelweiss Europe Dynamic Equity Off-shore Fund
Invesco India Feeder- Invesco Pan European Equity Fund
Edelweiss Emerging Markets Opportunities Equity Off-shore Fund
DSP World Energy Fund
Kotak Global Emerging Market Fund
Aditya Birla Sun Life International Equity Fund - Plan A
DSP US Flexible Equity Fund
Sundaram Global Advantage Fund
2019 ના પ્રભાવના આધારે ટોચના પરફોર્મિંગ ડેટ ફંડ્સ
Fund NAV Net Assets (Cr) 2024 (%) 2023 (%) 2022 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity DSP Credit Risk Fund Growth ₹55.0725
↓ -0.07 ₹287 21 7.8 15.6 7.73% 2Y 1M 28D 2Y 10M 17D Aditya Birla Sun Life Credit Risk Fund Growth ₹25.3675
↓ -0.04 ₹1,532 13.4 11.9 6.9 7.98% 2Y 29D 2Y 9M 4D Aditya Birla Sun Life Medium Term Plan Growth ₹43.7505
↓ -0.08 ₹3,280 10.9 10.5 6.9 8.05% 3Y 1M 20D 4Y 7M 24D Nippon India Strategic Debt Fund Growth ₹16.849
↓ -0.03 ₹150 9.6 8.3 7 7.76% 3Y 8M 26D 5Y 9M 14D ICICI Prudential Regular Savings Fund Growth ₹34.7795
↓ -0.04 ₹6,320 9.5 8.5 7.2 8.35% 2Y 1M 10D 3Y 2M 8D Invesco India Credit Risk Fund Growth ₹2,081.47
↓ -2.52 ₹166 9.2 7.3 11.6 7.5% 3Y 7D 4Y 2M 19D Kotak Credit Risk Fund Growth ₹31.8647
↓ -0.04 ₹770 9.1 7.1 6.4 8.36% 1Y 9M 11D 2Y 8M 12D Franklin India Corporate Debt Fund Growth ₹106.477
↓ -0.09 ₹1,345 9.1 7.6 6.5 7.42% 1Y 11M 16D 4Y 29D ICICI Prudential Medium Term Bond Fund Growth ₹48.5748
↓ -0.08 ₹5,481 9 8 7 8.06% 3Y 4M 2D 6Y 3M 29D Nippon India Credit Risk Fund Growth ₹37.9902
↓ -0.05 ₹1,556 8.9 8.3 7.9 8.54% 1Y 11M 5D 2Y 3M 14D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Aug 26 Research Highlights & Commentary of 10 Funds showcased
Commentary DSP Credit Risk Fund Aditya Birla Sun Life Credit Risk Fund Aditya Birla Sun Life Medium Term Plan Nippon India Strategic Debt Fund ICICI Prudential Regular Savings Fund Invesco India Credit Risk Fund Kotak Credit Risk Fund Franklin India Corporate Debt Fund ICICI Prudential Medium Term Bond Fund Nippon India Credit Risk Fund Point 1 Bottom quartile AUM (₹287 Cr). Upper mid AUM (₹1,532 Cr). Upper mid AUM (₹3,280 Cr). Bottom quartile AUM (₹150 Cr). Highest AUM (₹6,320 Cr). Bottom quartile AUM (₹166 Cr). Lower mid AUM (₹770 Cr). Lower mid AUM (₹1,345 Cr). Top quartile AUM (₹5,481 Cr). Upper mid AUM (₹1,556 Cr). Point 2 Established history (23+ yrs). Established history (11+ yrs). Established history (17+ yrs). Established history (12+ yrs). Established history (15+ yrs). Established history (11+ yrs). Established history (16+ yrs). Oldest track record among peers (29 yrs). Established history (21+ yrs). Established history (21+ yrs). Point 3 Top rated. Not Rated. Rating: 4★ (top quartile). Rating: 4★ (upper mid). Rating: 1★ (bottom quartile). Rating: 4★ (upper mid). Rating: 3★ (upper mid). Rating: 2★ (lower mid). Rating: 2★ (lower mid). Rating: 2★ (bottom quartile). Point 4 Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Point 5 1Y return: 10.37% (top quartile). 1Y return: 12.05% (top quartile). 1Y return: 8.70% (upper mid). 1Y return: 5.97% (bottom quartile). 1Y return: 8.12% (upper mid). 1Y return: 7.15% (lower mid). 1Y return: 6.99% (bottom quartile). 1Y return: 5.85% (bottom quartile). 1Y return: 7.35% (upper mid). 1Y return: 7.10% (lower mid). Point 6 1M return: 0.44% (bottom quartile). 1M return: 0.74% (top quartile). 1M return: 0.49% (lower mid). 1M return: 0.42% (bottom quartile). 1M return: 0.75% (top quartile). 1M return: 0.45% (bottom quartile). 1M return: 0.59% (upper mid). 1M return: 0.47% (lower mid). 1M return: 0.61% (upper mid). 1M return: 0.58% (upper mid). Point 7 Sharpe: 0.75 (upper mid). Sharpe: 1.77 (top quartile). Sharpe: 1.10 (upper mid). Sharpe: 0.05 (bottom quartile). Sharpe: 1.30 (top quartile). Sharpe: 0.53 (bottom quartile). Sharpe: 0.55 (lower mid). Sharpe: -0.05 (bottom quartile). Sharpe: 0.58 (lower mid). Sharpe: 0.92 (upper mid). Point 8 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 7.73% (bottom quartile). Yield to maturity (debt): 7.98% (lower mid). Yield to maturity (debt): 8.05% (upper mid). Yield to maturity (debt): 7.76% (lower mid). Yield to maturity (debt): 8.35% (upper mid). Yield to maturity (debt): 7.50% (bottom quartile). Yield to maturity (debt): 8.36% (top quartile). Yield to maturity (debt): 7.42% (bottom quartile). Yield to maturity (debt): 8.06% (upper mid). Yield to maturity (debt): 8.54% (top quartile). Point 10 Modified duration: 2.16 yrs (lower mid). Modified duration: 2.08 yrs (upper mid). Modified duration: 3.14 yrs (bottom quartile). Modified duration: 3.74 yrs (bottom quartile). Modified duration: 2.11 yrs (upper mid). Modified duration: 3.02 yrs (lower mid). Modified duration: 1.78 yrs (top quartile). Modified duration: 1.96 yrs (upper mid). Modified duration: 3.34 yrs (bottom quartile). Modified duration: 1.93 yrs (top quartile). DSP Credit Risk Fund
Aditya Birla Sun Life Credit Risk Fund
Aditya Birla Sun Life Medium Term Plan
Nippon India Strategic Debt Fund
ICICI Prudential Regular Savings Fund
Invesco India Credit Risk Fund
Kotak Credit Risk Fund
Franklin India Corporate Debt Fund
ICICI Prudential Medium Term Bond Fund
Nippon India Credit Risk Fund
2019 ના પ્રભાવ પર આધારિત ટોપ પર્ફોમિંગ હાઇબ્રિડ ફંડ્સ
Fund NAV Net Assets (Cr) 2024 (%) 2023 (%) 2022 (%) 2021 (%) 2020 (%) ICICI Prudential Multi-Asset Fund Growth ₹817.015
↓ -2.03 ₹86,785 18.6 16.1 24.1 16.8 34.7 SBI Multi Asset Allocation Fund Growth ₹67.1249
↓ -0.25 ₹20,240 18.6 12.8 24.4 6 13 Axis Triple Advantage Fund Growth ₹45.9107
↑ 0.34 ₹2,499 15.3 15.4 12.9 -5.8 22.8 Franklin India Multi - Asset Solution Fund Growth ₹22.4012
↑ 0.02 ₹141 14.1 11.7 14.9 3.9 25.5 ICICI Prudential Equity and Debt Fund Growth ₹408.99
↑ 1.61 ₹52,433 13.3 17.2 28.2 11.7 41.7 HDFC Multi-Asset Fund Growth ₹76
↑ 0.49 ₹5,980 13.2 13.5 18 4.3 17.9 SBI Equity Hybrid Fund Growth ₹318.344
↑ 1.65 ₹88,036 12.3 14.2 16.4 2.3 23.6 ICICI Prudential Balanced Advantage Fund Growth ₹80.04
↑ 0.29 ₹74,555 12.2 12.3 16.5 7.9 15.1 UTI Multi Asset Fund Growth ₹80.0904
↑ 0.67 ₹6,998 11.1 20.7 29.1 4.4 11.8 Aditya Birla Sun Life Balanced Advantage Fund Growth ₹114.68
↑ 0.55 ₹9,804 10.1 13 16.5 4.2 13.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Aug 26 Research Highlights & Commentary of 10 Funds showcased
Commentary ICICI Prudential Multi-Asset Fund SBI Multi Asset Allocation Fund Axis Triple Advantage Fund Franklin India Multi - Asset Solution Fund ICICI Prudential Equity and Debt Fund HDFC Multi-Asset Fund SBI Equity Hybrid Fund ICICI Prudential Balanced Advantage Fund UTI Multi Asset Fund Aditya Birla Sun Life Balanced Advantage Fund Point 1 Top quartile AUM (₹86,785 Cr). Upper mid AUM (₹20,240 Cr). Bottom quartile AUM (₹2,499 Cr). Bottom quartile AUM (₹141 Cr). Upper mid AUM (₹52,433 Cr). Bottom quartile AUM (₹5,980 Cr). Highest AUM (₹88,036 Cr). Upper mid AUM (₹74,555 Cr). Lower mid AUM (₹6,998 Cr). Lower mid AUM (₹9,804 Cr). Point 2 Established history (23+ yrs). Established history (20+ yrs). Established history (16+ yrs). Established history (11+ yrs). Oldest track record among peers (26 yrs). Established history (21+ yrs). Established history (21+ yrs). Established history (19+ yrs). Established history (17+ yrs). Established history (26+ yrs). Point 3 Rating: 2★ (lower mid). Top rated. Rating: 2★ (bottom quartile). Not Rated. Rating: 4★ (top quartile). Rating: 3★ (upper mid). Rating: 4★ (upper mid). Rating: 3★ (upper mid). Rating: 1★ (bottom quartile). Rating: 3★ (lower mid). Point 4 Risk profile: Moderately High. Risk profile: Moderate. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderate. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 16.66% (top quartile). 5Y return: 13.23% (upper mid). 5Y return: 9.58% (bottom quartile). 5Y return: 10.47% (bottom quartile). 5Y return: 16.09% (top quartile). 5Y return: 10.65% (lower mid). 5Y return: 10.71% (lower mid). 5Y return: 11.26% (upper mid). 5Y return: 13.43% (upper mid). 5Y return: 10.03% (bottom quartile). Point 6 3Y return: 15.26% (upper mid). 3Y return: 15.44% (top quartile). 3Y return: 14.55% (upper mid). 3Y return: 12.81% (lower mid). 3Y return: 14.68% (upper mid). 3Y return: 12.13% (bottom quartile). 3Y return: 13.16% (lower mid). 3Y return: 12.30% (bottom quartile). 3Y return: 16.31% (top quartile). 3Y return: 11.94% (bottom quartile). Point 7 1Y return: 7.42% (upper mid). 1Y return: 12.96% (top quartile). 1Y return: 13.85% (top quartile). 1Y return: 6.21% (lower mid). 1Y return: 2.88% (bottom quartile). 1Y return: 5.65% (bottom quartile). 1Y return: 5.45% (bottom quartile). 1Y return: 7.16% (lower mid). 1Y return: 7.38% (upper mid). 1Y return: 7.31% (upper mid). Point 8 1M return: 0.58% (bottom quartile). 1M return: 0.59% (lower mid). 1M return: 3.07% (top quartile). 1M return: 0.61% (lower mid). 1M return: 0.49% (bottom quartile). 1M return: 1.94% (upper mid). 1M return: 0.41% (bottom quartile). 1M return: 2.69% (top quartile). 1M return: 2.03% (upper mid). 1M return: 1.86% (upper mid). Point 9 Alpha: 0.00 (upper mid). Alpha: 0.00 (upper mid). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 1.02 (top quartile). Alpha: 0.00 (lower mid). Alpha: 2.74 (top quartile). Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: 0.28 (upper mid). Sharpe: 0.63 (top quartile). Sharpe: 0.58 (top quartile). Sharpe: 0.12 (lower mid). Sharpe: -0.03 (bottom quartile). Sharpe: 0.02 (bottom quartile). Sharpe: 0.09 (bottom quartile). Sharpe: 0.23 (upper mid). Sharpe: 0.17 (upper mid). Sharpe: 0.16 (lower mid). ICICI Prudential Multi-Asset Fund
SBI Multi Asset Allocation Fund
Axis Triple Advantage Fund
Franklin India Multi - Asset Solution Fund
ICICI Prudential Equity and Debt Fund
HDFC Multi-Asset Fund
SBI Equity Hybrid Fund
ICICI Prudential Balanced Advantage Fund
UTI Multi Asset Fund
Aditya Birla Sun Life Balanced Advantage Fund
શ્રેષ્ઠ મ્યુચ્યુઅલ ફંડ્સ કેવી રીતે પસંદ કરવું?
પસંદગીની પ્રક્રિયાશ્રેષ્ઠ મ્યુચ્યુઅલ ફંડ્સ નીચે મુજબ છે.
રોકાણનો ઉદ્દેશ્ય: વ્યક્તિઓ કોઈ ખાસ હેતુ પૂરા કરવા માટે કોઈપણ રોકાણ કરે છે. તેથી, રોકાણ શા માટે કરવામાં આવી રહ્યું છે તે નક્કી કરવું મહત્વપૂર્ણ છે. કેટલાક ઉદ્દેશો કે જેના માટે વ્યક્તિઓમ્યુચ્યુઅલ ફંડમાં રોકાણ કરો ઘર ખરીદી રહ્યા છે, વાહન ખરીદી રહ્યા છે,નિવૃત્તિ યોજના, લગ્ન માટેનું આયોજન અને ઘણું બધું.
કાર્યકાળ, અપેક્ષિત વળતર અને જોખમ-ભૂખ: એકવાર તમે રોકાણનો ઉદ્દેશ નક્કી કરો, પછીનું પગલું એ અપેક્ષિત વળતર અને જોખમ-ભૂખની સાથે રોકાણનો સમયગાળો નક્કી કરવાનું છે. વ્યક્તિએ તે સમયગાળો નક્કી કરવો જોઈએ જ્યાં સુધી તેમને રોકાણ કરવાની જરૂર હોય. કાર્યકાળની સાથે, વ્યક્તિઓએ અપેક્ષિત વળતર અને જોખમ-ભૂખ પણ તપાસવી જોઈએ. ત્રણ પરિમાણો નક્કી કરવાથી તમે કયા પ્રકારનું સ્કીમ રોકાણ કરવાનું પસંદ કરી શકો છો તે નક્કી કરવામાં મદદ કરશે.
મ્યુચ્યુઅલ ફંડ યોજના વિશે વિગતો તપાસો: રોકાણ કરવા માટેની યોજનાનો પ્રકાર નક્કી કર્યા પછી, વ્યક્તિઓએ યોજના વિશે સમજવું જોઈએ. લોકોએ યોજનાના વિવિધ પાસાં તપાસવા જોઈએ જેમ કે ફંડ યુગ, તેની એયુએમ અથવા યોજનાનો એસેટ કદ, ખર્ચનો ગુણોત્તર, અને ભંડોળ કામગીરી. આ પરિમાણો સાથે, વ્યક્તિઓએ યોજનાનું સંચાલન કરતા ફંડ મેનેજરની ઓળખપત્રોની પણ તપાસ કરવી જોઈએ.
ફંડ હાઉસના ઓળખપત્રો તપાસો: મ્યુચ્યુઅલ ફંડ યોજનાની વિગતોનું મૂલ્યાંકન કરવા ઉપરાંત, વ્યક્તિઓએ ફંડ હાઉસ અથવા એસેટ મેનેજમેન્ટ કંપનીના ઓળખપત્રોની પણ તપાસ કરવી જોઈએ (એએમસી). તે છે કારણ કે, તે ફંડ હાઉસ છે જે યોજનાઓના સંચાલન માટે જવાબદાર છે. પરિણામે, ફંડ હાઉસ પણ યોજનાની કામગીરી માટે જવાબદાર છે.
તમારા રોકાણોની નિયમિત સમીક્ષા કરો: માત્રરોકાણ પૂરતી નથી. મ્યુચ્યુઅલ ફંડમાં રોકાણ કર્યા પછી વ્યક્તિઓએ પાછળની બેઠક ન લેવી જોઈએ. તેઓએ તેમના રોકાણોની નિયમિત અને સમયસર સમીક્ષા કરવી જોઈએ જેથી તેઓ તેમના રોકાણો પર મહત્તમ વળતર મેળવી શકે.
અહીં પ્રદાન કરેલી માહિતી સચોટ છે તેની ખાતરી કરવા માટેના તમામ પ્રયત્નો કરવામાં આવ્યા છે. જો કે, માહિતીની ચોકસાઈ અંગે કોઈ બાંયધરી આપવામાં આવતી નથી. કૃપા કરીને કોઈપણ રોકાણ કરતા પહેલા સ્કીમ માહિતી દસ્તાવેજ સાથે ચકાસો.
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