+91-22-48913909ટોપ હાઈ રિસ્ક હાઈ રિટર્ન મ્યુચ્યુઅલ ફંડ્સ 2022
ની દુનિયામાંરોકાણ, એવા રોકાણકારો છે જેઓ ઉચ્ચ જોખમવાળા ઉચ્ચ વળતરના રોકાણમાં માને છે. આ એવા રોકાણકારો માટે છે કે જેઓ વધુ વળતર મેળવવા માટે ઉચ્ચ જોખમ લેવા તૈયાર છે. ઇક્વિટી કેટલાકમ્યુચ્યુઅલ ફંડ આવી યોજનાઓ માટે સૌથી યોગ્ય છે. જોકે આ ફંડ્સ દ્વારા સૌથી વધુ અસર થાય છેબજાર અસ્થિરતા, પરંતુ તમે જેટલા લાંબા સમય સુધી રોકાણ કરશો, તેટલો સારો નફો કરવાની શક્યતાઓ વધારે છે.
ચાલો સંપત્તિને મહત્તમ કરવા માટે અમારા આ ઉચ્ચ જોખમ ભંડોળ શોધવાની રીતો જોઈએ.
ઉચ્ચ જોખમવાળા મ્યુચ્યુઅલ ફંડ્સમાં રોકાણ કરવાની સ્માર્ટ રીતો
એક વ્યવસ્થિતરોકાણ યોજના (SIP) એ મ્યુચ્યુઅલ ફંડ્સમાં રોકાણનું કાર્યક્ષમ મોડ છે, ખાસ કરીનેઇક્વિટી ફંડ્સ. SIP પરવાનગી આપે છેરોકાણકાર સ્કીમમાં નિયમિતપણે નિશ્ચિત રકમનું રોકાણ કરવું. SIPનો એક મહત્વનો ફાયદો એ છે કે તે રૂપિયાની સરેરાશ કિંમતમાં મદદ કરે છે. જ્યારે તમે બજારની સ્થિતિને ધ્યાનમાં લીધા વિના, સમયાંતરે નિયમિતપણે રોકાણ કરો છો, ત્યારે જ્યારે બજાર ઓછું હોય ત્યારે તમને વધુ એકમો અને જ્યારે બજાર ઊંચું હોય ત્યારે ઓછા એકમો મળશે. આ તમારા મ્યુચ્યુઅલ ફંડ એકમોની ખરીદીની કિંમતને સરેરાશ બનાવે છે.
બીજો ફાયદો છેસંયોજન શક્તિ. જ્યારે તમે લાંબા સમય સુધી રોકાણ કરો છો ત્યારે તમારા પૈસા ચક્રવૃદ્ધિ થવા લાગે છે. સંચિત કોર્પસનું બજારમાં ફરીથી રોકાણ કરવામાં આવે છે અને તમે તમારા રોકાણ દ્વારા મેળવેલા વળતર પર વળતર મેળવો છો. આ એક વિશાળ ભંડોળ બનાવવામાં મદદ કરે છે જે તમને નિયમિત નાના રોકાણો સાથે તમારા લાંબા ગાળાના લક્ષ્યોને પ્રાપ્ત કરવામાં મદદ કરી શકે છે.
SIP ના કેટલાક અન્ય ફાયદાઓ છે:
- ન્યૂનતમ રોકાણ INR 500 થી શરૂ થાય છે
- લાંબા ગાળાની બચતની આદત બનાવે છે
- લાંબા ગાળાના જોખમને ઘટાડે છે
- લક્ષ્ય મુજબના રોકાણમાં મદદ કરે છે
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નાણાકીય વર્ષ 22 - 23 માં મ્યુચ્યુઅલ ફંડ્સમાં ઉચ્ચ જોખમ ઉચ્ચ લાભનું રોકાણ
1. સેક્ટર ઇક્વિટી ફંડ્સ
ક્ષેત્ર ભંડોળ ઇક્વિટી ફંડનો એક પ્રકાર છે જે બેન્કિંગ, ફાર્મા, ઇન્ફ્રા, વગેરે જેવા ચોક્કસ ક્ષેત્રમાં રોકાણ કરે છે. સેક્ટર-વિશિષ્ટ હોવાને કારણે, આ ફંડ્સને તમામ ઇક્વિટી ફંડ્સ કરતાં અત્યંત જોખમી ગણવામાં આવે છે. સેક્ટર ફંડ્સ તમારા પૈસાને બમણા કરી શકે છે અથવા મુશ્કેલીમાં મૂકી શકે છે, આમ રોકાણકારોજોખમની ભૂખ માત્ર સેક્ટર ફંડ્સમાં રોકાણ કરવાનું પસંદ કરવું જોઈએ. રોકાણ કરવાની યોજના ઘડી રહેલા રોકાણકારોને તેઓ જે ક્ષેત્ર/ઉદ્યોગમાં રોકાણ કરવા ઈચ્છે છે તેની ઊંડાણપૂર્વકની જાણકારી હોવી જોઈએ.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) DSP Natural Resources and New Energy Fund Growth ₹102.401
↑ 0.40 ₹1,467 8.6 12.7 20.7 21.1 21.7 17.5 Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹65.23
↓ -0.16 ₹3,708 7.1 5.4 20 17 15.1 17.5 ICICI Prudential Banking and Financial Services Fund Growth ₹140.25
↓ -0.59 ₹11,085 4.8 3.8 18.5 15.9 15.6 15.9 Franklin Build India Fund Growth ₹143.849
↓ -0.67 ₹3,068 1 0.4 4.5 26.3 25.7 3.7 Sundaram Rural and Consumption Fund Growth ₹97.5237
↓ -0.08 ₹1,628 -1.5 -1.1 -0.8 16.2 14.7 -0.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jan 26 Research Highlights & Commentary of 5 Funds showcased
Commentary DSP Natural Resources and New Energy Fund Aditya Birla Sun Life Banking And Financial Services Fund ICICI Prudential Banking and Financial Services Fund Franklin Build India Fund Sundaram Rural and Consumption Fund Point 1 Bottom quartile AUM (₹1,467 Cr). Upper mid AUM (₹3,708 Cr). Highest AUM (₹11,085 Cr). Lower mid AUM (₹3,068 Cr). Bottom quartile AUM (₹1,628 Cr). Point 2 Established history (17+ yrs). Established history (12+ yrs). Established history (17+ yrs). Established history (16+ yrs). Oldest track record among peers (19 yrs). Point 3 Top rated. Rating: 5★ (upper mid). Rating: 5★ (lower mid). Rating: 5★ (bottom quartile). Rating: 5★ (bottom quartile). Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: Moderately High. Point 5 5Y return: 21.67% (upper mid). 5Y return: 15.07% (bottom quartile). 5Y return: 15.61% (lower mid). 5Y return: 25.73% (top quartile). 5Y return: 14.74% (bottom quartile). Point 6 3Y return: 21.14% (upper mid). 3Y return: 17.05% (lower mid). 3Y return: 15.91% (bottom quartile). 3Y return: 26.34% (top quartile). 3Y return: 16.25% (bottom quartile). Point 7 1Y return: 20.66% (top quartile). 1Y return: 19.98% (upper mid). 1Y return: 18.51% (lower mid). 1Y return: 4.46% (bottom quartile). 1Y return: -0.81% (bottom quartile). Point 8 Alpha: 0.00 (top quartile). Alpha: -2.82 (bottom quartile). Alpha: -0.89 (lower mid). Alpha: 0.00 (upper mid). Alpha: -7.12 (bottom quartile). Point 9 Sharpe: 0.10 (lower mid). Sharpe: 0.63 (upper mid). Sharpe: 0.74 (top quartile). Sharpe: -0.16 (bottom quartile). Sharpe: -0.22 (bottom quartile). Point 10 Information ratio: 0.00 (lower mid). Information ratio: 0.29 (top quartile). Information ratio: 0.23 (upper mid). Information ratio: 0.00 (bottom quartile). Information ratio: -0.32 (bottom quartile). DSP Natural Resources and New Energy Fund
Aditya Birla Sun Life Banking And Financial Services Fund
ICICI Prudential Banking and Financial Services Fund
Franklin Build India Fund
Sundaram Rural and Consumption Fund
2. મિડ એન્ડ સ્મોલ કેપ ફંડ્સ
મધ્ય અનેસ્મોલ કેપ ફંડ્સ છેલ્લા કેટલાક વર્ષોમાં ખૂબ જ ધ્યાન ખેંચ્યું છે.મિડ કેપ ફંડ્સ મધ્યમ કદની અને નાની કેપની કંપનીઓમાં રોકાણ કરો જે સ્ટાર્ટ-અપ કંપનીઓ અથવા કદમાં નાની કંપનીઓના શેરોમાં રોકાણ કરો. સામાન્ય રીતે, મિડ-કેપ્સ એવી કંપનીઓમાં રોકાણ કરે છે કે જેની માર્કેટ કેપ INR 500 Cr થી INR 1000 Cr હોય, જ્યારે, સ્મોલ કેપ્સને સામાન્ય રીતે લગભગ INR 500 કરોડની માર્કેટ કેપ ધરાવતી કંપનીઓ તરીકે વ્યાખ્યાયિત કરવામાં આવે છે. આ ફંડ્સને જોખમી ગણવામાં આવે છે, આમ ઉચ્ચ જોખમની ભૂખ ધરાવતા રોકાણકારોએ માત્ર આ ફંડ્સમાં જ રોકાણ કરવું જોઈએ. પરંતુ, આ ફંડ્સ સૌથી વધુ ઉભરતા વ્યવસાયોમાં રોકાણ કરે છે, તેથી તેમની પાસે સારું વળતર આપવાની ક્ષમતા છે. રોકાણકારને આ ફંડ્સમાં લાંબા સમય સુધી રોકાણ કરવાનું સલાહ આપવામાં આવે છે.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Aditya Birla Sun Life Small Cap Fund Growth ₹85.9576
↑ 0.27 ₹5,049 1.3 -2.2 -1.2 18.2 17.5 -3.7 SBI Small Cap Fund Growth ₹168.273
↓ -0.34 ₹36,272 -1.8 -3.9 -4.9 14.3 17.6 -4.9 Sundaram Mid Cap Fund Growth ₹1,446.96
↑ 3.44 ₹13,345 3.1 4.1 5.7 25.2 21.9 4.1 Kotak Emerging Equity Scheme Growth ₹138.751
↑ 0.96 ₹60,480 -0.4 1.9 3.5 22.1 21.9 1.8 Taurus Discovery (Midcap) Fund Growth ₹122.21
↑ 0.53 ₹132 0.5 -2.2 3.4 16.7 16.6 0.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Jan 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Aditya Birla Sun Life Small Cap Fund SBI Small Cap Fund Sundaram Mid Cap Fund Kotak Emerging Equity Scheme Taurus Discovery (Midcap) Fund Point 1 Bottom quartile AUM (₹5,049 Cr). Upper mid AUM (₹36,272 Cr). Lower mid AUM (₹13,345 Cr). Highest AUM (₹60,480 Cr). Bottom quartile AUM (₹132 Cr). Point 2 Established history (18+ yrs). Established history (16+ yrs). Established history (23+ yrs). Established history (18+ yrs). Oldest track record among peers (31 yrs). Point 3 Top rated. Rating: 5★ (upper mid). Rating: 4★ (lower mid). Rating: 4★ (bottom quartile). Rating: 4★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 17.52% (bottom quartile). 5Y return: 17.59% (lower mid). 5Y return: 21.87% (top quartile). 5Y return: 21.85% (upper mid). 5Y return: 16.60% (bottom quartile). Point 6 3Y return: 18.24% (lower mid). 3Y return: 14.35% (bottom quartile). 3Y return: 25.18% (top quartile). 3Y return: 22.14% (upper mid). 3Y return: 16.67% (bottom quartile). Point 7 1Y return: -1.21% (bottom quartile). 1Y return: -4.87% (bottom quartile). 1Y return: 5.66% (top quartile). 1Y return: 3.55% (upper mid). 1Y return: 3.41% (lower mid). Point 8 Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: -1.35 (lower mid). Alpha: -3.85 (bottom quartile). Alpha: -6.50 (bottom quartile). Point 9 Sharpe: -0.28 (bottom quartile). Sharpe: -0.54 (bottom quartile). Sharpe: 0.09 (top quartile). Sharpe: -0.03 (upper mid). Sharpe: -0.18 (lower mid). Point 10 Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.15 (top quartile). Information ratio: -0.40 (bottom quartile). Information ratio: -1.46 (bottom quartile). Aditya Birla Sun Life Small Cap Fund
SBI Small Cap Fund
Sundaram Mid Cap Fund
Kotak Emerging Equity Scheme
Taurus Discovery (Midcap) Fund
3. લાર્જ કેપ ફંડ્સ
લાર્જ કેપ ફંડ્સ ઇક્વિટી ફંડ્સમાં સૌથી વધુ લોકપ્રિય છે. આ ભંડોળ કદમાં મોટી હોય તેવી કંપનીઓના શેરોમાં રોકાણ કરે છે. આ એવી પેઢી છે જે બજારમાં સારી રીતે સ્થાપિત છે અને તેમના ઉદ્યોગમાં અગ્રણી છે. ઐતિહાસિક રીતે, લાર્જ-કેપ ફંડ્સે સારું વળતર આપ્યું છે. અને, કારણ કે આ ફંડ્સ મોટી કંપનીઓમાં રોકાણ કરે છે, જોખમ મિડ અને સ્મોલ કેપ ફંડ્સ કરતાં ઓછું હોય છે.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) ICICI Prudential Bluechip Fund Growth ₹116.05
↓ -0.25 ₹78,160 4.4 4.2 12.3 18.9 17.7 11.3 SBI Bluechip Fund Growth ₹97.3642
↓ -0.01 ₹55,637 5 3.6 10.7 15.5 14.5 9.7 Aditya Birla Sun Life Frontline Equity Fund Growth ₹551.53
↓ -0.16 ₹31,451 4.3 3.1 10.4 16.6 15.4 9.4 Nippon India Large Cap Fund Growth ₹94.2981
↓ -0.08 ₹50,312 2.5 3.4 9.4 20 19.7 9.2 Indiabulls Blue Chip Fund Growth ₹44.59
↓ -0.01 ₹133 3.1 3 8.9 14.6 12.6 7.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Jan 26 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Bluechip Fund SBI Bluechip Fund Aditya Birla Sun Life Frontline Equity Fund Nippon India Large Cap Fund Indiabulls Blue Chip Fund Point 1 Highest AUM (₹78,160 Cr). Upper mid AUM (₹55,637 Cr). Bottom quartile AUM (₹31,451 Cr). Lower mid AUM (₹50,312 Cr). Bottom quartile AUM (₹133 Cr). Point 2 Established history (17+ yrs). Established history (19+ yrs). Oldest track record among peers (23 yrs). Established history (18+ yrs). Established history (13+ yrs). Point 3 Top rated. Rating: 4★ (upper mid). Rating: 4★ (lower mid). Rating: 4★ (bottom quartile). Rating: 4★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 17.71% (upper mid). 5Y return: 14.55% (bottom quartile). 5Y return: 15.37% (lower mid). 5Y return: 19.67% (top quartile). 5Y return: 12.58% (bottom quartile). Point 6 3Y return: 18.95% (upper mid). 3Y return: 15.48% (bottom quartile). 3Y return: 16.57% (lower mid). 3Y return: 19.96% (top quartile). 3Y return: 14.65% (bottom quartile). Point 7 1Y return: 12.29% (top quartile). 1Y return: 10.65% (upper mid). 1Y return: 10.36% (lower mid). 1Y return: 9.37% (bottom quartile). 1Y return: 8.94% (bottom quartile). Point 8 Alpha: 1.62 (top quartile). Alpha: -0.99 (bottom quartile). Alpha: -0.15 (lower mid). Alpha: -0.13 (upper mid). Alpha: -2.22 (bottom quartile). Point 9 Sharpe: 0.33 (top quartile). Sharpe: 0.16 (bottom quartile). Sharpe: 0.18 (lower mid). Sharpe: 0.22 (upper mid). Sharpe: 0.02 (bottom quartile). Point 10 Information ratio: 1.40 (upper mid). Information ratio: -0.26 (bottom quartile). Information ratio: 0.62 (lower mid). Information ratio: 1.45 (top quartile). Information ratio: -0.22 (bottom quartile). ICICI Prudential Bluechip Fund
SBI Bluechip Fund
Aditya Birla Sun Life Frontline Equity Fund
Nippon India Large Cap Fund
Indiabulls Blue Chip Fund
4. ડાઇવર્સિફાઇડ ફંડ્સ/મલ્ટી કેપ ફંડ્સ
વૈવિધ્યસભર ભંડોળ સમગ્ર માર્કેટ કેપિટલાઇઝેશન એટલે કે લાર્જ કેપ, મિડ અને સ્મોલ કેપ શેરોમાં રોકાણ કરો. આ ફંડ્સમાં બજાર અનુસાર તેમના પોર્ટફોલિયોને અનુકૂલિત કરવાની સુગમતા હોય છે. તેઓ સામાન્ય રીતે લાર્જ-કેપ શેરોમાં 40-60%, મિડ-કેપ શેરોમાં 10-40% અને સ્મોલ-કેપ શેરોમાં લગભગ 10% ની વચ્ચે ગમે ત્યાં રોકાણ કરે છે. કેટલીકવાર, સ્મોલ-કેપ્સનું એક્સપોઝર ખૂબ નાનું અથવા બિલકુલ નહીં હોય.
એવું કહેવાય છે કે ડાઇવર્સિફાઇડ ફંડ્સ જોખમને સંતુલિત કરે છે અને સામાન્ય રીતે સ્ટોક રોકાણો સાથે આવતી અસ્થિરતાને ઘટાડે છે. જો પોર્ટફોલિયોમાં એક ફંડ કામગીરી કરવામાં નિષ્ફળ જાય તો અન્યો ત્યાં વળતરને સંતુલિત કરવા માટે હોય છે. પરંતુ તેમ છતાં ઇક્વિટી ફંડ હોવાને કારણે જોખમ હજુ પણ ફંડમાં રહે છે.
"The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of MLIIF - WGF. The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or units of money market/liquid schemes of DSP Merrill Lynch Mutual Fund, in order to meet liquidity requirements from time to time. However, there is no assurance that the investment objective of the Scheme will be realized." Below is the key information for DSP World Gold Fund Returns up to 1 year are on The investment objective of Franklin India Opportunities Fund (FIOF) is to generate capital appreciation by capitalizing on the long-term growth opportunities in the Indian economy. Research Highlights for Franklin India Opportunities Fund Below is the key information for Franklin India Opportunities Fund Returns up to 1 year are on To generate capital appreciation by investing in Equity and Equity Related Instruments of companies where the Central / State Government(s) has majority shareholding or management control or has powers to appoint majority of directors. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns. Research Highlights for Invesco India PSU Equity Fund Below is the key information for Invesco India PSU Equity Fund Returns up to 1 year are on The objective of the scheme would be to provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme through an active management of investments in a diversified basket of equity stocks of domestic Public Sector Undertakings and in debt and money market instruments issued by PSUs AND others. Research Highlights for SBI PSU Fund Below is the key information for SBI PSU Fund Returns up to 1 year are on The investment objective of the scheme is to provide long term growth from a portfolio of equity / equity related instruments of companies engaged either directly or indirectly in the infrastructure sector. Research Highlights for LIC MF Infrastructure Fund Below is the key information for LIC MF Infrastructure Fund Returns up to 1 year are on The Scheme seeks to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of mid cap companies. However, there can be no assurance that the funds objectives will be achieved. Research Highlights for Invesco India Mid Cap Fund Below is the key information for Invesco India Mid Cap Fund Returns up to 1 year are on Investment Objective is “capital appreciation” through investments in stocks of the companies engaged in the transportation and logistics sector. Research Highlights for UTI Transportation & Logistics Fund Below is the key information for UTI Transportation & Logistics Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Kotak Standard Multicap Fund Growth ₹88.149
↓ -0.02 ₹56,885 3.1 1.6 11.6 17.4 15.5 9.5 Mirae Asset India Equity Fund Growth ₹118.117
↓ -0.06 ₹41,864 4.2 3.7 11 14.1 13.5 10.2 Motilal Oswal Multicap 35 Fund Growth ₹61.421
↑ 0.57 ₹14,312 -1.4 -3.3 -4 22.9 14.6 -5.6 BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01 ₹588 -4.6 -2.6 19.3 17.3 13.6 Aditya Birla Sun Life Equity Fund Growth ₹1,905.28
↑ 0.86 ₹24,815 5.6 5 12.2 19.1 15.9 11.2 SBI Magnum Multicap Fund Growth ₹113.846
↓ -0.11 ₹23,556 3.4 4 6.5 14.6 13.9 5.5 Bandhan Focused Equity Fund Growth ₹89.085
↑ 0.10 ₹2,090 2 1 0.2 20.2 14.6 -1.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Jan 26 Research Highlights & Commentary of 7 Funds showcased
Commentary Kotak Standard Multicap Fund Mirae Asset India Equity Fund Motilal Oswal Multicap 35 Fund BNP Paribas Multi Cap Fund Aditya Birla Sun Life Equity Fund SBI Magnum Multicap Fund Bandhan Focused Equity Fund Point 1 Highest AUM (₹56,885 Cr). Upper mid AUM (₹41,864 Cr). Lower mid AUM (₹14,312 Cr). Bottom quartile AUM (₹588 Cr). Upper mid AUM (₹24,815 Cr). Lower mid AUM (₹23,556 Cr). Bottom quartile AUM (₹2,090 Cr). Point 2 Established history (16+ yrs). Established history (17+ yrs). Established history (11+ yrs). Established history (20+ yrs). Oldest track record among peers (27 yrs). Established history (20+ yrs). Established history (19+ yrs). Point 3 Top rated. Rating: 5★ (upper mid). Rating: 5★ (upper mid). Rating: 4★ (lower mid). Rating: 4★ (lower mid). Rating: 4★ (bottom quartile). Rating: 4★ (bottom quartile). Point 4 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: 15.53% (upper mid). 5Y return: 13.49% (bottom quartile). 5Y return: 14.62% (upper mid). 5Y return: 13.57% (bottom quartile). 5Y return: 15.92% (top quartile). 5Y return: 13.87% (lower mid). 5Y return: 14.60% (lower mid). Point 6 3Y return: 17.38% (lower mid). 3Y return: 14.14% (bottom quartile). 3Y return: 22.91% (top quartile). 3Y return: 17.28% (lower mid). 3Y return: 19.15% (upper mid). 3Y return: 14.63% (bottom quartile). 3Y return: 20.17% (upper mid). Point 7 1Y return: 11.61% (upper mid). 1Y return: 11.00% (lower mid). 1Y return: -4.04% (bottom quartile). 1Y return: 19.34% (top quartile). 1Y return: 12.21% (upper mid). 1Y return: 6.55% (lower mid). 1Y return: 0.18% (bottom quartile). Point 8 Alpha: 1.84 (upper mid). Alpha: 0.51 (upper mid). Alpha: -5.55 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: 2.65 (top quartile). Alpha: -1.35 (lower mid). Alpha: -3.97 (bottom quartile). Point 9 Sharpe: 0.22 (lower mid). Sharpe: 0.23 (upper mid). Sharpe: -0.21 (bottom quartile). Sharpe: 2.86 (top quartile). Sharpe: 0.28 (upper mid). Sharpe: -0.04 (lower mid). Sharpe: -0.18 (bottom quartile). Point 10 Information ratio: 0.15 (lower mid). Information ratio: -0.32 (bottom quartile). Information ratio: 0.66 (top quartile). Information ratio: 0.00 (lower mid). Information ratio: 0.60 (upper mid). Information ratio: -0.66 (bottom quartile). Information ratio: 0.44 (upper mid). Kotak Standard Multicap Fund
Mirae Asset India Equity Fund
Motilal Oswal Multicap 35 Fund
BNP Paribas Multi Cap Fund
Aditya Birla Sun Life Equity Fund
SBI Magnum Multicap Fund
Bandhan Focused Equity Fund
1. DSP World Gold Fund
DSP World Gold Fund
Growth Launch Date 14 Sep 07 NAV (06 Jan 26) ₹55.3828 ↑ 0.67 (1.23 %) Net Assets (Cr) ₹1,689 on 30 Nov 25 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk High Expense Ratio 1.41 Sharpe Ratio 2.51 Information Ratio -1.02 Alpha Ratio -4.29 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 20 ₹10,000 31 Dec 21 ₹9,101 31 Dec 22 ₹8,405 31 Dec 23 ₹8,991 31 Dec 24 ₹10,424 31 Dec 25 ₹27,842 Returns for DSP World Gold Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jan 26 Duration Returns 1 Month 11.5% 3 Month 19.9% 6 Month 80.1% 1 Year 169.4% 3 Year 47.5% 5 Year 22.2% 10 Year 15 Year Since launch 9.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 167.1% 2023 15.9% 2022 7% 2021 -7.7% 2020 -9% 2019 31.4% 2018 35.1% 2017 -10.7% 2016 -4% 2015 52.7% Fund Manager information for DSP World Gold Fund
Name Since Tenure Jay Kothari 1 Mar 13 12.76 Yr. Data below for DSP World Gold Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Basic Materials 93.58% Asset Allocation
Asset Class Value Cash 3.5% Equity 93.84% Debt 0.01% Other 2.64% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF World Gold I2
Investment Fund | -74% ₹1,246 Cr 1,278,985
↓ -68,948 VanEck Gold Miners ETF
- | GDX25% ₹427 Cr 573,719 Treps / Reverse Repo Investments
CBLO/Reverse Repo | -1% ₹24 Cr Net Receivables/Payables
Net Current Assets | -0% -₹8 Cr 2. Franklin India Opportunities Fund
Franklin India Opportunities Fund
Growth Launch Date 21 Feb 00 NAV (06 Jan 26) ₹262.634 ↓ -0.43 (-0.17 %) Net Assets (Cr) ₹8,304 on 30 Nov 25 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.83 Sharpe Ratio -0.04 Information Ratio 1.67 Alpha Ratio -2.06 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 Dec 20 ₹10,000 31 Dec 21 ₹12,966 31 Dec 22 ₹12,725 31 Dec 23 ₹19,540 31 Dec 24 ₹26,826 31 Dec 25 ₹27,668 Returns for Franklin India Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jan 26 Duration Returns 1 Month 1.5% 3 Month 2% 6 Month 3.5% 1 Year 5.2% 3 Year 30.6% 5 Year 22.2% 10 Year 15 Year Since launch 13.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 3.1% 2023 37.3% 2022 53.6% 2021 -1.9% 2020 29.7% 2019 27.3% 2018 5.4% 2017 -10.1% 2016 35.6% 2015 4.2% Fund Manager information for Franklin India Opportunities Fund
Name Since Tenure Kiran Sebastian 7 Feb 22 3.82 Yr. R. Janakiraman 1 Apr 13 12.68 Yr. Sandeep Manam 18 Oct 21 4.12 Yr. Data below for Franklin India Opportunities Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Financial Services 22.81% Technology 16.14% Consumer Cyclical 15.05% Health Care 12.45% Basic Materials 8.58% Industrials 8.2% Communication Services 6.02% Energy 3.14% Utility 2.49% Real Estate 0.47% Asset Allocation
Asset Class Value Cash 4.65% Equity 95.34% Top Securities Holdings / Portfolio
Name Holding Value Quantity Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 25 | AXISBANK6% ₹505 Cr 3,948,707 State Bank of India (Financial Services)
Equity, Since 31 Oct 25 | SBIN6% ₹488 Cr 4,981,006 Amphenol Corp Class A (Technology)
Equity, Since 31 Jul 25 | APH4% ₹295 Cr 234,384
↑ 78,643 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE3% ₹260 Cr 1,661,519 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 24 | BHARTIARTL3% ₹243 Cr 1,158,502 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 30 Nov 25 | HAL3% ₹241 Cr 531,519
↑ 531,519 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | M&M3% ₹240 Cr 637,966 Mphasis Ltd (Technology)
Equity, Since 30 Nov 24 | MPHASIS3% ₹229 Cr 814,231 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Oct 24 | APLAPOLLO3% ₹222 Cr 1,289,735
↑ 258,433 NTPC Ltd (Utilities)
Equity, Since 31 Aug 22 | NTPC2% ₹207 Cr 6,333,312 3. Invesco India PSU Equity Fund
Invesco India PSU Equity Fund
Growth Launch Date 18 Nov 09 NAV (07 Jan 26) ₹67.21 ↓ -0.16 (-0.24 %) Net Assets (Cr) ₹1,445 on 30 Nov 25 Category Equity - Sectoral AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 2.14 Sharpe Ratio 0.06 Information Ratio -0.49 Alpha Ratio -0.45 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 Dec 20 ₹10,000 31 Dec 21 ₹13,105 31 Dec 22 ₹15,797 31 Dec 23 ₹24,402 31 Dec 24 ₹30,659 31 Dec 25 ₹33,810 Returns for Invesco India PSU Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jan 26 Duration Returns 1 Month 4.1% 3 Month 4.3% 6 Month 2.4% 1 Year 15% 3 Year 29.7% 5 Year 27.3% 10 Year 15 Year Since launch 12.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 10.3% 2023 25.6% 2022 54.5% 2021 20.5% 2020 31.1% 2019 6.1% 2018 10.1% 2017 -16.9% 2016 24.3% 2015 17.9% Fund Manager information for Invesco India PSU Equity Fund
Name Since Tenure Hiten Jain 1 Jul 25 0.42 Yr. Sagar Gandhi 1 Jul 25 0.42 Yr. Data below for Invesco India PSU Equity Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Industrials 31.46% Financial Services 29.47% Utility 20.02% Energy 13.28% Basic Materials 2.92% Asset Allocation
Asset Class Value Cash 2.85% Equity 97.15% Top Securities Holdings / Portfolio
Name Holding Value Quantity State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN10% ₹140 Cr 1,426,314 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Mar 17 | BEL9% ₹123 Cr 2,997,692 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 18 | BPCL7% ₹104 Cr 2,901,565 Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | INDIANB7% ₹94 Cr 1,080,618 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | HAL6% ₹89 Cr 196,158 NTPC Green Energy Ltd (Utilities)
Equity, Since 30 Nov 24 | NTPCGREEN6% ₹83 Cr 8,790,786 NTPC Ltd (Utilities)
Equity, Since 31 May 19 | NTPC5% ₹66 Cr 2,024,963 Bharat Dynamics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | BDL4% ₹64 Cr 424,045 Bank of Baroda (Financial Services)
Equity, Since 30 Jun 21 | BANKBARODA4% ₹61 Cr 2,116,392 Dredging Corp of India Ltd (Industrials)
Equity, Since 31 Jul 25 | DREDGECORP4% ₹55 Cr 646,300
↑ 174,490 4. SBI PSU Fund
SBI PSU Fund
Growth Launch Date 7 Jul 10 NAV (07 Jan 26) ₹34.4906 ↓ -0.11 (-0.31 %) Net Assets (Cr) ₹5,763 on 30 Nov 25 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆ Risk High Expense Ratio 1.89 Sharpe Ratio 0.03 Information Ratio -0.53 Alpha Ratio -0.83 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 Dec 20 ₹10,000 31 Dec 21 ₹13,241 31 Dec 22 ₹17,083 31 Dec 23 ₹26,314 31 Dec 24 ₹32,485 31 Dec 25 ₹36,147 Returns for SBI PSU Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jan 26 Duration Returns 1 Month 3.6% 3 Month 5.5% 6 Month 6.4% 1 Year 13.9% 3 Year 29.2% 5 Year 28.9% 10 Year 15 Year Since launch 8.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 11.3% 2023 23.5% 2022 54% 2021 29% 2020 32.4% 2019 -10% 2018 6% 2017 -23.8% 2016 21.9% 2015 16.2% Fund Manager information for SBI PSU Fund
Name Since Tenure Rohit Shimpi 1 Jun 24 1.5 Yr. Data below for SBI PSU Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Financial Services 36.69% Utility 27.73% Energy 13.4% Industrials 12.38% Basic Materials 5.83% Asset Allocation
Asset Class Value Cash 3.88% Equity 96.04% Debt 0.08% Top Securities Holdings / Portfolio
Name Holding Value Quantity State Bank of India (Financial Services)
Equity, Since 31 Jul 10 | SBIN17% ₹972 Cr 9,927,500 Bharat Electronics Ltd (Industrials)
Equity, Since 30 Jun 24 | BEL9% ₹534 Cr 12,975,000 NTPC Ltd (Utilities)
Equity, Since 31 Jul 10 | NTPC8% ₹475 Cr 14,543,244 GAIL (India) Ltd (Utilities)
Equity, Since 31 May 24 | GAIL8% ₹453 Cr 25,750,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jul 10 | POWERGRID8% ₹446 Cr 16,535,554 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 24 | BPCL6% ₹348 Cr 9,700,000 Bank of Baroda (Financial Services)
Equity, Since 31 Aug 24 | BANKBARODA6% ₹319 Cr 11,000,000 Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | INDIANB4% ₹211 Cr 2,427,235 NMDC Ltd (Basic Materials)
Equity, Since 31 Oct 23 | NMDC4% ₹206 Cr 27,900,000 General Insurance Corp of India (Financial Services)
Equity, Since 31 May 24 | GICRE3% ₹161 Cr 4,150,000 5. LIC MF Infrastructure Fund
LIC MF Infrastructure Fund
Growth Launch Date 29 Feb 08 NAV (07 Jan 26) ₹50.1109 ↑ 0.10 (0.21 %) Net Assets (Cr) ₹1,022 on 30 Nov 25 Category Equity - Sectoral AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating Risk High Expense Ratio 2.21 Sharpe Ratio -0.18 Information Ratio 0.31 Alpha Ratio -13.09 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 20 ₹10,000 31 Dec 21 ₹14,661 31 Dec 22 ₹15,822 31 Dec 23 ₹22,850 31 Dec 24 ₹33,771 31 Dec 25 ₹32,530 Returns for LIC MF Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jan 26 Duration Returns 1 Month 2.8% 3 Month 0% 6 Month -1.1% 1 Year -1.5% 3 Year 28% 5 Year 26.5% 10 Year 15 Year Since launch 9.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 -3.7% 2023 47.8% 2022 44.4% 2021 7.9% 2020 46.6% 2019 -0.1% 2018 13.3% 2017 -14.6% 2016 42.2% 2015 -2.2% Fund Manager information for LIC MF Infrastructure Fund
Name Since Tenure Yogesh Patil 18 Sep 20 5.21 Yr. Mahesh Bendre 1 Jul 24 1.42 Yr. Data below for LIC MF Infrastructure Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Industrials 45.19% Consumer Cyclical 12.36% Basic Materials 9.57% Financial Services 6.3% Utility 4.97% Technology 3.89% Real Estate 3.77% Health Care 3.17% Communication Services 3.1% Asset Allocation
Asset Class Value Cash 7.68% Equity 92.32% Top Securities Holdings / Portfolio
Name Holding Value Quantity Shakti Pumps (India) Ltd (Industrials)
Equity, Since 31 Mar 24 | SHAKTIPUMP5% ₹47 Cr 693,857 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 09 | LT4% ₹45 Cr 109,584 Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 Oct 25 | TMCV4% ₹44 Cr 1,247,959
↑ 1,247,959 Garware Hi-Tech Films Ltd (Basic Materials)
Equity, Since 31 Aug 23 | 5006554% ₹37 Cr 94,287 REC Ltd (Financial Services)
Equity, Since 31 Jul 23 | RECLTD3% ₹33 Cr 911,009 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Jun 25 | APOLLOHOSP3% ₹32 Cr 44,149 Afcons Infrastructure Ltd (Industrials)
Equity, Since 31 Oct 24 | AFCONS3% ₹31 Cr 769,765 Mahindra Lifespace Developers Ltd (Real Estate)
Equity, Since 30 Jun 24 | MAHLIFE3% ₹28 Cr 666,245 Avalon Technologies Ltd (Technology)
Equity, Since 31 Jul 23 | AVALON3% ₹28 Cr 286,134 Bharat Bijlee Ltd (Industrials)
Equity, Since 31 Jul 22 | BBL3% ₹27 Cr 93,633 6. Invesco India Mid Cap Fund
Invesco India Mid Cap Fund
Growth Launch Date 19 Apr 07 NAV (07 Jan 26) ₹184.52 ↑ 0.08 (0.04 %) Net Assets (Cr) ₹10,006 on 30 Nov 25 Category Equity - Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio 0.37 Information Ratio 0 Alpha Ratio 0 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 Dec 20 ₹10,000 31 Dec 21 ₹14,314 31 Dec 22 ₹14,388 31 Dec 23 ₹19,297 31 Dec 24 ₹27,624 31 Dec 25 ₹29,374 Returns for Invesco India Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jan 26 Duration Returns 1 Month -0.3% 3 Month 1.9% 6 Month 2.7% 1 Year 7.9% 3 Year 27.4% 5 Year 23.3% 10 Year 15 Year Since launch 16.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 6.3% 2023 43.1% 2022 34.1% 2021 0.5% 2020 43.1% 2019 24.4% 2018 3.8% 2017 -5.3% 2016 44.3% 2015 1.1% Fund Manager information for Invesco India Mid Cap Fund
Name Since Tenure Aditya Khemani 9 Nov 23 2.06 Yr. Amit Ganatra 1 Sep 23 2.25 Yr. Data below for Invesco India Mid Cap Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Financial Services 34.71% Consumer Cyclical 20.6% Health Care 17.1% Real Estate 7.67% Industrials 6.94% Technology 6.9% Basic Materials 3.63% Communication Services 0.44% Asset Allocation
Asset Class Value Cash 2.01% Equity 97.99% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | FEDERALBNK6% ₹575 Cr 22,304,132
↑ 2,343,148 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jul 25 | AUBANK6% ₹567 Cr 5,936,790 L&T Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | LTF5% ₹526 Cr 16,854,973 Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY5% ₹514 Cr 13,591,659
↑ 1,712,546 BSE Ltd (Financial Services)
Equity, Since 31 Dec 23 | BSE4% ₹441 Cr 1,519,233 Max Financial Services Ltd (Financial Services)
Equity, Since 30 Nov 23 | MFSL4% ₹412 Cr 2,422,867 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 30 Nov 23 | PRESTIGE4% ₹411 Cr 2,451,815 Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 24 | GLENMARK4% ₹363 Cr 1,864,031 Global Health Ltd (Healthcare)
Equity, Since 30 Nov 23 | MEDANTA3% ₹342 Cr 2,742,111
↑ 540,183 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Apr 21 | TRENT3% ₹304 Cr 716,270
↑ 132,839 7. UTI Transportation & Logistics Fund
UTI Transportation & Logistics Fund
Growth Launch Date 11 Apr 04 NAV (07 Jan 26) ₹300.287 ↓ -1.20 (-0.40 %) Net Assets (Cr) ₹4,067 on 30 Nov 25 Category Equity - Sectoral AMC UTI Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 1.93 Sharpe Ratio 0.72 Information Ratio 0 Alpha Ratio 0 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 Dec 20 ₹10,000 31 Dec 21 ₹12,434 31 Dec 22 ₹14,261 31 Dec 23 ₹19,972 31 Dec 24 ₹23,705 31 Dec 25 ₹28,333 Returns for UTI Transportation & Logistics Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jan 26 Duration Returns 1 Month 1.8% 3 Month 3% 6 Month 14.2% 1 Year 20.3% 3 Year 26.5% 5 Year 23.1% 10 Year 15 Year Since launch 17% Historical performance (Yearly) on absolute basis
Year Returns 2024 19.5% 2023 18.7% 2022 40.1% 2021 14.7% 2020 24.3% 2019 11% 2018 -8.7% 2017 -19.5% 2016 39.6% 2015 4.8% Fund Manager information for UTI Transportation & Logistics Fund
Name Since Tenure Sachin Trivedi 22 Sep 16 9.2 Yr. Data below for UTI Transportation & Logistics Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Consumer Cyclical 80.03% Industrials 13.97% Asset Allocation
Asset Class Value Cash 5.41% Equity 94.43% Debt 0.13% Top Securities Holdings / Portfolio
Name Holding Value Quantity Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 04 | M&M15% ₹620 Cr 1,649,386
↑ 45,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 04 | MARUTI10% ₹411 Cr 258,455
↓ -3,121 Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 30 Nov 08 | EICHERMOT9% ₹376 Cr 532,652
↓ -21,875 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 5433206% ₹255 Cr 8,494,093 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 May 18 | INDIGO5% ₹211 Cr 357,935 Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | HEROMOTOCO5% ₹202 Cr 327,739 Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 30 Apr 18 | BAJAJ-AUTO5% ₹193 Cr 212,504 Hyundai Motor India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | HYUNDAI4% ₹165 Cr 711,342 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 13 | ADANIPORTS4% ₹163 Cr 1,076,157 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 19 | TVSMOTOR4% ₹142 Cr 403,430
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