+91-22-48913909NRI ભારતમાં મ્યુચ્યુઅલ ફંડમાં કેવી રીતે રોકાણ કરી શકે?
મ્યુચ્યુઅલ ફંડ બિન-નિવાસી ભારતીયો (NRIs) માટે લાભો મેળવવા અને રાષ્ટ્રના વિકાસમાં ભાગ લેવા માટે રોકાણના સારા વિકલ્પો છે. NRIs તેમના મુજબ મ્યુચ્યુઅલ ફંડ યોજનાઓમાં રોકાણ કરી શકે છેનાણાકીય લક્ષ્યો અને ઉદ્દેશ્યો. રોકાણના પોર્ટફોલિયોમાં વૈવિધ્ય લાવવા અને સમયાંતરે શ્રેષ્ઠ વળતર મેળવવા માટે મ્યુચ્યુઅલ ફંડ્સ એ શ્રેષ્ઠ વિકલ્પ છે. જો કે, ભારતમાં મ્યુચ્યુઅલ ફંડ્સમાં રોકાણ શરૂ કરવા માટે એનઆરઆઈએ અનુસરવાની જરૂર હોય તેવા કેટલાક મહત્વપૂર્ણ માર્ગદર્શિકા અને નિયમો છે.
NRIs માટે મ્યુચ્યુઅલ ફંડમાં રોકાણ
પ્રતિમ્યુચ્યુઅલ ફંડમાં રોકાણ કરો ભારતમાં એક ભારતીય સાથે નીચેનામાંથી કોઈપણ ખાતું ખોલવાનું મનાય છેબેંક:
NRE એકાઉન્ટ
આ બિન-નિવાસી બાહ્ય (NRE) ખાતું છે જે બચત, વર્તમાન, નિશ્ચિત અથવારિકરિંગ ડિપોઝિટ. તમારે આ ખાતામાં વિદેશી ચલણ જમા કરાવવાની જરૂર છે. ભારતીય ચલણ જમા કરાવવા માટે તમારે NRO ખાતું ખોલવું પડશે. NRE ખાતામાં ટ્રાન્ઝેક્શનની રકમ પર કોઈ ઉચ્ચ મર્યાદા નથી.
NRO એકાઉન્ટ
એનઆરઓ અથવા બિન-નિવાસી સામાન્ય ખાતું બચત અથવા ચાલુ ખાતાના સ્વરૂપમાં છે જે એનઆરઆઈ માટે તેમના સંચાલન માટે છે.આવક ભારતમાં કમાણી કરી હતી. NRO ખાતામાં, વિદેશી ચલણ જમા થયા પછી ભારતીય રૂપિયામાં રૂપાંતરિત થાય છે. એનઆરઓ ખાતું અન્ય એનઆરઆઈ તેમજ નિવાસી ભારતીય (નજીકના સંબંધીઓ) સાથે સંયુક્ત રીતે રાખી શકાય છે.
FCNR એકાઉન્ટ
આનો અર્થ છે વિદેશી ચલણ નોન-પેટ્રિએબલ એકાઉન્ટ ડિપોઝિટ. આ ખાતામાં, NRIs તેમના પૈસા મોકલી શકે છેકમાણી કેનેડિયન $, US$, યુરો, AU$, યેન અને પાઉન્ડ જેવી છ ચલણમાંથી એકમાં. અન્ય FCNR અથવા NRE એકાઉન્ટમાંથી ફંડ ટ્રાન્સફર કરી શકાય છે. FCNR માં, મુદ્દલ અને વ્યાજ પર કોઈ ટેક્સ લાગતો નથી.
એકવાર તમે આમાંનું કોઈપણ એકાઉન્ટ ખોલી લો તે પછી, તમારે KYC ધોરણો હેઠળ, તમારા KYC (તમારા ગ્રાહકને જાણો) સફળતાપૂર્વક પૂર્ણ કરવાની જરૂર છે, જે આના દ્વારા નિર્ધારિત છે.સેબી (સિક્યોરિટીઝ એક્સચેન્જ બોર્ડ ઓફ ઈન્ડિયા). સેબી-રજિસ્ટર્ડ મધ્યસ્થીઓમાંથી કોઈ પણ વ્યક્તિ તેમની KYC પૂર્ણ કરી શકે છે.
મ્યુચ્યુઅલ ફંડમાં રોકાણ કરવા માટે NRIs માટે KYC પ્રક્રિયા
તમારી KYC પ્રક્રિયા સફળતાપૂર્વક પૂર્ણ કરવા માટે, NRIs એ અમુક મહત્વપૂર્ણ પગલાં ભરવા અને દસ્તાવેજો આપવા જરૂરી છે જેમ કે:
a KYC ફોર્મ
એનઆરઆઈએ સબમિટ કરવાની જરૂર છેKYC ફોર્મ SEBI રજિસ્ટર્ડ ઇન્ટરમિડિયેટમાં ભરવામાં આવેલી તમામ જરૂરી વિગતો સાથે. દસ્તાવેજો કુરિયર/પોસ્ટ દ્વારા ઇન્ટરમીડિયેટને મોકલી શકાય છે.
b દસ્તાવેજો
નીચે આપેલા જરૂરી દસ્તાવેજો છે જે સબમિટ કરવાની જરૂર છે:
- વિદેશી સરનામાનો પુરાવો
- ભારતીય નિવાસી સરનામાનો પુરાવો
- તાજેતરનો ફોટોગ્રાફ
- પાસપોર્ટ નકલ
મર્ચન્ટ નેવીમાં એનઆરઆઈના કિસ્સામાં, નાવિકનું ઘોષણા અથવા સતત ડિસ્ચાર્જ પ્રમાણપત્રની પ્રમાણિત નકલ સબમિટ કરવી આવશ્યક છે.
વિ. પ્રમાણપત્ર
NRIs અથવા PIO (ભારત મૂળના વ્યક્તિ) ઉપરોક્ત દસ્તાવેજો ભારતમાં નોંધાયેલ અનુસૂચિત વ્યાપારી બેંકોની વિદેશી શાખાઓના અધિકૃત અધિકારીઓ, ન્યાયાધીશ, કોર્ટ મેજિસ્ટ્રેટ, જાહેર નોટરીઓ અથવા દેશમાં ભારતીય દૂતાવાસ/કોન્સ્યુલેટ જનરલ દ્વારા પ્રમાણિત કરી શકે છે કે તેઓ સ્થિત છે.
ડી. વ્યક્તિગત ચકાસણીમાં (IPV)
સેબીના નિયમો મુજબ, KYC પ્રક્રિયા માટે IPV ફરજિયાત છે. મધ્યવર્તી એ NRIs/PIOs ના IPVનું સંચાલન કરવું જોઈએ.
મહેરબાની કરીને નોંધ કરો કે સબમિટ કરતી વખતે ઉપરના તમામ દસ્તાવેજો/પ્રૂફ અંગ્રેજી ભાષામાં હોવા જોઈએ.
Talk to our investment specialist
NRI મ્યુચ્યુઅલ ફંડ કરવેરા
પાટનગર નાણાકીય વર્ષ 2017-18 (મૂલ્યાંકન વર્ષ 2018-19) માટે એનઆરઆઈ મ્યુચ્યુઅલ ફંડના રોકાણો પરના ગેન્સ ટેક્સ દરો નીચે મુજબ છે:
NRIમ્યુચ્યુઅલ ફંડ્સ પર કર-મૂડી વધારો કર દરો- નાણાકીય વર્ષ 2017/2018 (AY- 2018-19)
| મ્યુચ્યુઅલ ફંડ યોજનાના પ્રકાર | શોર્ટ ટર્મ કેપિટલ ગેઈન્સ (STCG) | લોંગ ટર્મ કેપિટલ ગેઈન્સ (LTCG) |
|---|---|---|
| ઇક્વિટી ફંડ્સ- STCG- એક વર્ષ કરતાં ઓછા અથવા તેના સમાન એકમો, LTCG- એક વર્ષથી વધુ યોજાયેલા એકમો | 15% | શૂન્ય |
| નોન-ઇક્વિટી ફંડ- STCG- 3 વર્ષ કે તેથી ઓછા સમય માટે રાખવામાં આવેલ એકમો, LTCG- 3 વર્ષથી વધુ સમય માટે રાખવામાં આવેલ એકમો | વ્યક્તિગત મુજબઆવક વેરો કૌંસ | લિસ્ટેડ ફંડ્સ પર - 20% (ઇન્ડેક્સેશન સાથે), અનલિસ્ટેડ ફંડ્સ- 10% (ઇન્ડેક્સેશન વિના) |
ડિવિડન્ડ પર મ્યુચ્યુઅલ ફંડ ટેક્સેશન
ઇક્વિટી ફંડ્સ પર ડિવિડન્ડ: ઇક્વિટી ફંડ માટે યુનિટ ધારકના હાથમાં મળતું ડિવિડન્ડ સંપૂર્ણપણે કરમુક્ત છે. ડિવિડન્ડ પણ કરમુક્ત છેAMC.
ડેટ ફંડ્સ પર ડિવિડન્ડ: AMCએ તેના યુનિટ-ધારકોને આ ડિવિડન્ડ આવકનું વિતરણ કરતા પહેલા 28.84%નો ડિવિડન્ડ ડિસ્ટ્રિબ્યુશન ટેક્સ (DDT) ચૂકવવો પડશે. એ દ્વારા પ્રાપ્ત થયેલ ડિવિડન્ડની આવકડેટ ફંડ યુનિટ ધારક પણ કરમુક્ત છે.
AY 2018-19 માટે NRIs દ્વારા MF રિડેમ્પશન પર લાગુ TDS દર નીચે છે.
મ્યુચ્યુઅલ ફંડ્સ પર એનઆરઆઈ કરવેરા- કેપિટલ ગેન્સ ટેક્સ દરો- નાણાકીય વર્ષ 2017/2018 (AY- 2018-19)
| NRIs અને TDS દર દ્વારા મ્યુચ્યુઅલ ફંડ રીડેમ્પશન | STCG અને TDS દર | LTCG અને TDS દર |
|---|---|---|
| MF યોજનાનો પ્રકાર | ||
| ઇક્વિટી ઓરિએન્ટેડ ફંડ્સ | 15% | શૂન્ય |
| ડેટ ફંડ્સ | 30% | લિસ્ટેડ ફંડ્સ પર- 20% (ઇન્ડેક્સેશન સાથે), અનલિસ્ટેડ ફંડ્સ- 10% (ઇન્ડેક્સેશન વિના) |
યુએસ/કેનેડા સિવાય એનઆરઆઈ માટે શ્રેષ્ઠ પ્રદર્શન કરતા મ્યુચ્યુઅલ ફંડ
Fund 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Sub Cat. DSP World Gold Fund Growth 39.2 84.2 156.2 58.2 29.3 167.1 Global Franklin India Short Term Income Plan - Retail Plan Growth 192.1 192.1 192.1 47.3 32.5 Short term Bond SBI Gold Fund Growth 25.6 55.4 75.6 38 25.5 71.5 Gold ICICI Prudential Regular Gold Savings Fund Growth 25.6 55.3 75.7 37.8 25.4 72 Gold HDFC Gold Fund Growth 25.3 55 75.2 37.8 25.6 71.3 Gold Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Feb 26 Research Highlights & Commentary of 5 Funds showcased
Commentary DSP World Gold Fund Franklin India Short Term Income Plan - Retail Plan SBI Gold Fund ICICI Prudential Regular Gold Savings Fund HDFC Gold Fund Point 1 Bottom quartile AUM (₹1,975 Cr). Bottom quartile AUM (₹13 Cr). Highest AUM (₹15,024 Cr). Lower mid AUM (₹6,338 Cr). Upper mid AUM (₹11,458 Cr). Point 2 Established history (18+ yrs). Oldest track record among peers (24 yrs). Established history (14+ yrs). Established history (14+ yrs). Established history (14+ yrs). Point 3 Top rated. Rating: 2★ (upper mid). Rating: 2★ (lower mid). Rating: 1★ (bottom quartile). Rating: 1★ (bottom quartile). Point 4 Risk profile: High. Risk profile: Moderate. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 29.25% (upper mid). 1Y return: 192.10% (top quartile). 5Y return: 25.54% (bottom quartile). 5Y return: 25.44% (bottom quartile). 5Y return: 25.57% (lower mid). Point 6 3Y return: 58.17% (top quartile). 1M return: 192.10% (top quartile). 3Y return: 38.00% (lower mid). 3Y return: 37.81% (bottom quartile). 3Y return: 37.80% (bottom quartile). Point 7 1Y return: 156.17% (upper mid). Sharpe: -90.89 (bottom quartile). 1Y return: 75.65% (bottom quartile). 1Y return: 75.70% (lower mid). 1Y return: 75.15% (bottom quartile). Point 8 Alpha: 2.12 (top quartile). Information ratio: -2.42 (bottom quartile). 1M return: 1.67% (bottom quartile). 1M return: 2.86% (lower mid). 1M return: 1.70% (bottom quartile). Point 9 Sharpe: 3.41 (top quartile). Yield to maturity (debt): 0.00% (upper mid). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Point 10 Information ratio: -0.47 (bottom quartile). Modified duration: 0.00 yrs (upper mid). Sharpe: 3.25 (lower mid). Sharpe: 3.10 (bottom quartile). Sharpe: 3.29 (upper mid). DSP World Gold Fund
Franklin India Short Term Income Plan - Retail Plan
SBI Gold Fund
ICICI Prudential Regular Gold Savings Fund
HDFC Gold Fund
*ફંડોની યાદી પાછલા 3 વર્ષના વળતર પર આધારિત 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 objective of the Scheme is to provide investors stable returns by investing in fixed income securities. Research Highlights for Franklin India Short Term Income Plan - Retail Plan Below is the key information for Franklin India Short Term Income Plan - Retail Plan Returns up to 1 year are on The scheme seeks to provide returns that closely correspond to returns provided by SBI - ETF Gold (Previously known as SBI GETS). Research Highlights for SBI Gold Fund Below is the key information for SBI Gold Fund Returns up to 1 year are on ICICI Prudential Regular Gold Savings Fund (the Scheme) is a fund of funds scheme with the primary objective to generate returns by investing in units of ICICI Prudential Gold Exchange Traded Fund (IPru Gold ETF).
However, there can be no assurance that the investment objectives of the Scheme will be realized. Research Highlights for ICICI Prudential Regular Gold Savings Fund Below is the key information for ICICI Prudential Regular Gold Savings Fund Returns up to 1 year are on To seek capital appreciation by investing in units of HDFC Gold Exchange Traded Fund (HGETF). Research Highlights for HDFC Gold Fund Below is the key information for HDFC Gold Fund Returns up to 1 year are on 1. DSP World Gold Fund
DSP World Gold Fund
Growth Launch Date 14 Sep 07 NAV (18 Feb 26) ₹62.6234 ↑ 2.23 (3.69 %) Net Assets (Cr) ₹1,975 on 31 Jan 26 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk High Expense Ratio 1.41 Sharpe Ratio 3.41 Information Ratio -0.47 Alpha Ratio 2.12 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 Jan 21 ₹10,000 31 Jan 22 ₹8,807 31 Jan 23 ₹9,422 31 Jan 24 ₹8,517 31 Jan 25 ₹12,548 31 Jan 26 ₹33,170 Returns for DSP World Gold Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Feb 26 Duration Returns 1 Month 6.2% 3 Month 39.2% 6 Month 84.2% 1 Year 156.2% 3 Year 58.2% 5 Year 29.3% 10 Year 15 Year Since launch 10.5% 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 12.93 Yr. Data below for DSP World Gold Fund as on 31 Jan 26
Equity Sector Allocation
Sector Value Basic Materials 95.89% Asset Allocation
Asset Class Value Cash 1.55% Equity 95.89% Debt 0.01% Other 2.56% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF World Gold I2
Investment Fund | -74% ₹1,458 Cr 1,177,658
↓ -41,596 VanEck Gold Miners ETF
- | GDX25% ₹497 Cr 573,719 Treps / Reverse Repo Investments
CBLO/Reverse Repo | -2% ₹35 Cr Net Receivables/Payables
Net Current Assets | -1% -₹15 Cr 2. Franklin India Short Term Income Plan - Retail Plan
Franklin India Short Term Income Plan - Retail Plan
Growth Launch Date 31 Jan 02 NAV (02 May 25) ₹15,041.3 ↑ 0.11 (0.00 %) Net Assets (Cr) ₹13 on 31 Mar 25 Category Debt - Short term Bond AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆ Risk Moderate Expense Ratio 0 Sharpe Ratio -90.89 Information Ratio -2.42 Alpha Ratio -6.74 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (0.5%),1 Years and above(NIL) Yield to Maturity 0% Effective Maturity Modified Duration Growth of 10,000 investment over the years.
Date Value 31 Jan 21 ₹10,000 31 Jan 22 ₹11,435 31 Jan 23 ₹12,511 31 Jan 24 ₹13,240 31 Jan 25 ₹13,240
Purchase not allowed Returns for Franklin India Short Term Income Plan - Retail Plan
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Feb 26 Duration Returns 1 Month 192.1% 3 Month 192.1% 6 Month 192.1% 1 Year 192.1% 3 Year 47.3% 5 Year 32.5% 10 Year 15 Year Since launch 12.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for Franklin India Short Term Income Plan - Retail Plan
Name Since Tenure Data below for Franklin India Short Term Income Plan - Retail Plan as on 31 Mar 25
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. SBI Gold Fund
SBI Gold Fund
Growth Launch Date 12 Sep 11 NAV (20 Feb 26) ₹44.9826 ↑ 1.10 (2.51 %) Net Assets (Cr) ₹15,024 on 31 Jan 26 Category Gold - Gold AMC SBI Funds Management Private Limited Rating ☆☆ Risk Moderately High Expense Ratio 0.3 Sharpe Ratio 3.25 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 Jan 21 ₹10,000 31 Jan 22 ₹9,629 31 Jan 23 ₹11,359 31 Jan 24 ₹12,462 31 Jan 25 ₹16,115 31 Jan 26 ₹30,818 Returns for SBI Gold Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Feb 26 Duration Returns 1 Month 1.7% 3 Month 25.6% 6 Month 55.4% 1 Year 75.6% 3 Year 38% 5 Year 25.5% 10 Year 15 Year Since launch 11% Historical performance (Yearly) on absolute basis
Year Returns 2024 71.5% 2023 19.6% 2022 14.1% 2021 12.6% 2020 -5.7% 2019 27.4% 2018 22.8% 2017 6.4% 2016 3.5% 2015 10% Fund Manager information for SBI Gold Fund
Name Since Tenure Raviprakash Sharma 12 Sep 11 14.4 Yr. Data below for SBI Gold Fund as on 31 Jan 26
Asset Allocation
Asset Class Value Cash 1.93% Other 98.07% Top Securities Holdings / Portfolio
Name Holding Value Quantity SBI Gold ETF
- | -100% ₹14,966 Cr 1,097,211,666
↑ 145,868,881 Treps
CBLO/Reverse Repo | -2% ₹306 Cr Net Receivable / Payable
CBLO | -2% -₹248 Cr 4. ICICI Prudential Regular Gold Savings Fund
ICICI Prudential Regular Gold Savings Fund
Growth Launch Date 11 Oct 11 NAV (20 Feb 26) ₹47.5707 ↑ 1.14 (2.45 %) Net Assets (Cr) ₹6,338 on 31 Jan 26 Category Gold - Gold AMC ICICI Prudential Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 0.38 Sharpe Ratio 3.1 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-15 Months (2%),15 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jan 21 ₹10,000 31 Jan 22 ₹9,678 31 Jan 23 ₹11,361 31 Jan 24 ₹12,399 31 Jan 25 ₹16,060 31 Jan 26 ₹31,216 Returns for ICICI Prudential Regular Gold Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Feb 26 Duration Returns 1 Month 2.9% 3 Month 25.6% 6 Month 55.3% 1 Year 75.7% 3 Year 37.8% 5 Year 25.4% 10 Year 15 Year Since launch 11.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 72% 2023 19.5% 2022 13.5% 2021 12.7% 2020 -5.4% 2019 26.6% 2018 22.7% 2017 7.4% 2016 0.8% 2015 8.9% Fund Manager information for ICICI Prudential Regular Gold Savings Fund
Name Since Tenure Manish Banthia 27 Sep 12 13.36 Yr. Nishit Patel 29 Dec 20 5.1 Yr. Ashwini Bharucha 1 Nov 25 0.25 Yr. Venus Ahuja 1 Nov 25 0.25 Yr. Data below for ICICI Prudential Regular Gold Savings Fund as on 31 Jan 26
Asset Allocation
Asset Class Value Cash 2.73% Other 97.27% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Pru Gold ETF
- | -99% ₹6,265 Cr 448,751,665
↑ 56,893,421 Treps
CBLO/Reverse Repo | -3% ₹174 Cr Net Current Assets
Net Current Assets | -2% -₹101 Cr 5. HDFC Gold Fund
HDFC Gold Fund
Growth Launch Date 24 Oct 11 NAV (20 Feb 26) ₹45.8562 ↑ 0.23 (0.51 %) Net Assets (Cr) ₹11,458 on 31 Jan 26 Category Gold - Gold AMC HDFC Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 0.49 Sharpe Ratio 3.29 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-6 Months (2%),6-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jan 21 ₹10,000 31 Jan 22 ₹9,641 31 Jan 23 ₹11,342 31 Jan 24 ₹12,349 31 Jan 25 ₹15,958 31 Jan 26 ₹30,476 Returns for HDFC Gold Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Feb 26 Duration Returns 1 Month 1.7% 3 Month 25.3% 6 Month 55% 1 Year 75.2% 3 Year 37.8% 5 Year 25.6% 10 Year 15 Year Since launch 11.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 71.3% 2023 18.9% 2022 14.1% 2021 12.7% 2020 -5.5% 2019 27.5% 2018 21.7% 2017 6.6% 2016 2.8% 2015 10.1% Fund Manager information for HDFC Gold Fund
Name Since Tenure Arun Agarwal 15 Feb 23 2.96 Yr. Nandita Menezes 29 Mar 25 0.85 Yr. Data below for HDFC Gold Fund as on 31 Jan 26
Asset Allocation
Asset Class Value Cash 1.44% Other 98.56% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Gold ETF
- | -100% ₹11,455 Cr 840,685,437
↑ 92,026,020 Treps - Tri-Party Repo
CBLO/Reverse Repo | -1% ₹154 Cr Net Current Assets
Net Current Assets | -1% -₹152 Cr
યુએસ/કેનેડાના એનઆરઆઈ માટે શ્રેષ્ઠ પ્રદર્શન મ્યુચ્યુઅલ ફંડ
Fund 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Sub Cat. Sundaram Mid Cap Fund Growth -1.5 1.7 18.3 24.9 20 4.1 Mid Cap UTI Transportation & Logistics Fund Growth -1.4 3.5 24.4 24.7 19.3 19.5 Sectoral UTI Healthcare Fund Growth -3.2 -5 7.6 24.5 15.2 -3.1 Sectoral Sundaram Infrastructure Advantage Fund Growth 1 4.4 22.5 23.5 20.5 4.1 Sectoral UTI Core Equity Fund Growth -0.6 3 14 22 18.7 7.4 Large & Mid Cap Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Feb 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Sundaram Mid Cap Fund UTI Transportation & Logistics Fund UTI Healthcare Fund Sundaram Infrastructure Advantage Fund UTI Core Equity Fund Point 1 Highest AUM (₹12,917 Cr). Lower mid AUM (₹3,906 Cr). Bottom quartile AUM (₹1,055 Cr). Bottom quartile AUM (₹917 Cr). Upper mid AUM (₹5,615 Cr). Point 2 Established history (23+ yrs). Established history (21+ yrs). Oldest track record among peers (26 yrs). Established history (20+ yrs). Established history (16+ yrs). Point 3 Top rated. Rating: 3★ (upper mid). Rating: 1★ (bottom quartile). Not Rated. Rating: 3★ (lower mid). Point 4 Risk profile: Moderately High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: Moderately High. Point 5 5Y return: 20.02% (upper mid). 5Y return: 19.27% (lower mid). 5Y return: 15.17% (bottom quartile). 5Y return: 20.52% (top quartile). 5Y return: 18.67% (bottom quartile). Point 6 3Y return: 24.88% (top quartile). 3Y return: 24.68% (upper mid). 3Y return: 24.50% (lower mid). 3Y return: 23.46% (bottom quartile). 3Y return: 22.02% (bottom quartile). Point 7 1Y return: 18.35% (lower mid). 1Y return: 24.42% (top quartile). 1Y return: 7.56% (bottom quartile). 1Y return: 22.49% (upper mid). 1Y return: 14.01% (bottom quartile). Point 8 Alpha: 0.78 (top quartile). Alpha: 0.00 (bottom quartile). Alpha: 0.48 (lower mid). Alpha: -1.74 (bottom quartile). Alpha: 0.68 (upper mid). Point 9 Sharpe: 0.28 (lower mid). Sharpe: 0.69 (top quartile). Sharpe: -0.28 (bottom quartile). Sharpe: 0.21 (bottom quartile). Sharpe: 0.30 (upper mid). Point 10 Information ratio: 0.23 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: -0.15 (bottom quartile). Information ratio: 0.79 (top quartile). Sundaram Mid Cap Fund
UTI Transportation & Logistics Fund
UTI Healthcare Fund
Sundaram Infrastructure Advantage Fund
UTI Core Equity Fund
*ફંડોની યાદી પાછલા 3 વર્ષના વળતર પર આધારિત છે.
(Erstwhile Sundaram Select Midcap Fund) To achieve capital appreciation by investing
in diversified stocks that are generally termed
as mid-caps. Research Highlights for Sundaram Mid Cap Fund Below is the key information for Sundaram 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 (Erstwhile UTI Pharma & Healthcare Fund) The Investment objective of the Scheme is capital appreciation through investments in equities and equity related instruments of the Pharma & Healthcare sectors. Research Highlights for UTI Healthcare Fund Below is the key information for UTI Healthcare Fund Returns up to 1 year are on To generate consistent long-term returns by
investing predominantly in
equity/equity-related instruments of
companies engaged either directly or
indirectly in infrastructure- and infrastructure
related activities or expected to benefit from
the growth and development of infrastructure Research Highlights for Sundaram Infrastructure Advantage Fund Below is the key information for Sundaram Infrastructure Advantage Fund Returns up to 1 year are on (Erstwhile UTI Top 100 Fund) The fund aims to provide long term capital appreciation/dividend distribution by investing predominantly in equity and equity related instruments of top 100 stocks by market capitalisation. There can be no assurance that the investment objectives of the scheme will be realised. Research Highlights for UTI Core Equity Fund Below is the key information for UTI Core Equity Fund Returns up to 1 year are on 1. Sundaram Mid Cap Fund
Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (20 Feb 26) ₹1,425.39 ↑ 2.87 (0.20 %) Net Assets (Cr) ₹12,917 on 31 Jan 26 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 0.28 Information Ratio 0.23 Alpha Ratio 0.78 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jan 21 ₹10,000 31 Jan 22 ₹13,529 31 Jan 23 ₹13,961 31 Jan 24 ₹20,735 31 Jan 25 ₹24,515 31 Jan 26 ₹26,871 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 26 Duration Returns 1 Month 3.8% 3 Month -1.5% 6 Month 1.7% 1 Year 18.3% 3 Year 24.9% 5 Year 20% 10 Year 15 Year Since launch 23.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 4.1% 2023 32% 2022 40.4% 2021 4.8% 2020 37.5% 2019 11.8% 2018 -0.3% 2017 -15.4% 2016 40.8% 2015 11.3% Fund Manager information for Sundaram Mid Cap Fund
Name Since Tenure S. Bharath 24 Feb 21 4.94 Yr. Ratish Varier 24 Feb 21 4.94 Yr. Data below for Sundaram Mid Cap Fund as on 31 Jan 26
Equity Sector Allocation
Sector Value Financial Services 22.57% Consumer Cyclical 15.22% Industrials 15.04% Health Care 9.97% Basic Materials 9.96% Technology 6.31% Consumer Defensive 6.15% Real Estate 3.7% Utility 2.69% Communication Services 2.55% Energy 2.07% Asset Allocation
Asset Class Value Cash 3.76% Equity 96.23% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | CUMMINSIND4% ₹460 Cr 1,119,311
↓ -37,710 Mahindra & Mahindra Financial Services Ltd (Financial Services)
Equity, Since 31 Jan 24 | M&MFIN3% ₹432 Cr 11,511,504
↓ -32,528 GE Vernova T&D India Ltd (Industrials)
Equity, Since 30 Sep 24 | GVT&D3% ₹385 Cr 1,191,355
↑ 32,779 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | COROMANDEL3% ₹366 Cr 1,601,739
↓ -128,283 IDFC First Bank Ltd (Financial Services)
Equity, Since 30 Jun 25 | IDFCFIRSTB2% ₹317 Cr 37,978,844 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK2% ₹305 Cr 10,582,426
↓ -1,283,544 Jindal Steel Ltd (Basic Materials)
Equity, Since 30 Nov 20 | JINDALSTEL2% ₹269 Cr 2,380,218 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 Oct 21 | HINDPETRO2% ₹267 Cr 6,264,200
↑ 119,818 BSE Ltd (Financial Services)
Equity, Since 31 May 24 | BSE2% ₹264 Cr 945,165 Indian Bank (Financial Services)
Equity, Since 31 Jul 23 | INDIANB2% ₹261 Cr 2,859,289
↓ -150,834 2. UTI Transportation & Logistics Fund
UTI Transportation & Logistics Fund
Growth Launch Date 11 Apr 04 NAV (20 Feb 26) ₹290.894 ↑ 0.86 (0.29 %) Net Assets (Cr) ₹3,906 on 31 Jan 26 Category Equity - Sectoral AMC UTI Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 1.93 Sharpe Ratio 0.69 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 Jan 21 ₹10,000 31 Jan 22 ₹12,445 31 Jan 23 ₹13,811 31 Jan 24 ₹19,683 31 Jan 25 ₹22,044 31 Jan 26 ₹25,673 Returns for UTI Transportation & Logistics Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 26 Duration Returns 1 Month 2.4% 3 Month -1.4% 6 Month 3.5% 1 Year 24.4% 3 Year 24.7% 5 Year 19.3% 10 Year 15 Year Since launch 16.7% 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 9.37 Yr. Data below for UTI Transportation & Logistics Fund as on 31 Jan 26
Equity Sector Allocation
Sector Value Consumer Cyclical 81.47% Industrials 14.53% Asset Allocation
Asset Class Value Cash 3.84% Equity 95.99% Debt 0.13% Top Securities Holdings / Portfolio
Name Holding Value Quantity Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 04 | M&M14% ₹566 Cr 1,649,386 Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 30 Nov 08 | EICHERMOT10% ₹379 Cr 532,652 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 04 | MARUTI10% ₹377 Cr 258,455 Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 30 Apr 18 | BAJAJ-AUTO6% ₹241 Cr 250,855 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 5433206% ₹232 Cr 8,494,093 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 May 18 | INDIGO5% ₹182 Cr 395,767 Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | HEROMOTOCO5% ₹181 Cr 327,739 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 13 | ADANIPORTS4% ₹174 Cr 1,224,964
↑ 148,807 Hyundai Motor India Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | HYUNDAI4% ₹156 Cr 711,342 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 19 | TVSMOTOR4% ₹148 Cr 403,430 3. UTI Healthcare Fund
UTI Healthcare Fund
Growth Launch Date 28 Jun 99 NAV (20 Feb 26) ₹280.118 ↓ -0.54 (-0.19 %) Net Assets (Cr) ₹1,055 on 31 Jan 26 Category Equity - Sectoral AMC UTI Asset Management Company Ltd Rating ☆ Risk High Expense Ratio 2.26 Sharpe Ratio -0.29 Information Ratio 0 Alpha Ratio 0.48 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 Jan 21 ₹10,000 31 Jan 22 ₹11,598 31 Jan 23 ₹10,696 31 Jan 24 ₹15,929 31 Jan 25 ₹19,924 31 Jan 26 ₹20,029 Returns for UTI Healthcare Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 26 Duration Returns 1 Month 3.6% 3 Month -3.2% 6 Month -5% 1 Year 7.6% 3 Year 24.5% 5 Year 15.2% 10 Year 15 Year Since launch 14.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 -3.1% 2023 42.9% 2022 38.2% 2021 -12.3% 2020 19.1% 2019 67.4% 2018 1.2% 2017 -7.5% 2016 6.2% 2015 -9.7% Fund Manager information for UTI Healthcare Fund
Name Since Tenure Kamal Gada 2 May 22 3.76 Yr. Data below for UTI Healthcare Fund as on 31 Jan 26
Equity Sector Allocation
Sector Value Health Care 97.64% Basic Materials 1.15% Asset Allocation
Asset Class Value Cash 1.21% Equity 98.79% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 06 | SUNPHARMA9% ₹96 Cr 600,000 Ajanta Pharma Ltd (Healthcare)
Equity, Since 31 Jul 17 | AJANTPHARM7% ₹77 Cr 276,882
↓ -8,118 Lupin Ltd (Healthcare)
Equity, Since 28 Feb 25 | LUPIN6% ₹64 Cr 294,991 Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 24 | GLENMARK4% ₹44 Cr 220,000 Gland Pharma Ltd (Healthcare)
Equity, Since 30 Nov 20 | GLAND4% ₹42 Cr 227,578
↓ -2,422 Alkem Laboratories Ltd (Healthcare)
Equity, Since 31 May 21 | ALKEM4% ₹39 Cr 68,000 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Apr 21 | APOLLOHOSP3% ₹37 Cr 53,000 Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 28 Feb 18 | DRREDDY3% ₹36 Cr 299,461 Procter & Gamble Health Ltd (Healthcare)
Equity, Since 31 Dec 20 | PGHL3% ₹32 Cr 60,000
↓ -6,803 Jupiter Life Line Hospitals Ltd (Healthcare)
Equity, Since 30 Sep 23 | JLHL3% ₹31 Cr 226,961
↓ -11 4. Sundaram Infrastructure Advantage Fund
Sundaram Infrastructure Advantage Fund
Growth Launch Date 29 Sep 05 NAV (20 Feb 26) ₹99.6362 ↑ 0.94 (0.95 %) Net Assets (Cr) ₹917 on 31 Jan 26 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating Risk High Expense Ratio 2.37 Sharpe Ratio 0.21 Information Ratio -0.15 Alpha Ratio -1.74 Min Investment 100,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jan 21 ₹10,000 31 Jan 22 ₹15,182 31 Jan 23 ₹15,190 31 Jan 24 ₹22,755 31 Jan 25 ₹25,279 31 Jan 26 ₹27,393 Returns for Sundaram Infrastructure Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 26 Duration Returns 1 Month 9% 3 Month 1% 6 Month 4.4% 1 Year 22.5% 3 Year 23.5% 5 Year 20.5% 10 Year 15 Year Since launch 11.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 4.1% 2023 23.8% 2022 41.7% 2021 2.1% 2020 49.5% 2019 10.4% 2018 2.2% 2017 -21.9% 2016 55.5% 2015 -0.5% Fund Manager information for Sundaram Infrastructure Advantage Fund
Name Since Tenure Siddarth Mohta 21 Jan 26 0.03 Yr. Data below for Sundaram Infrastructure Advantage Fund as on 31 Jan 26
Equity Sector Allocation
Sector Value Industrials 38.75% Utility 12.06% Energy 11.66% Communication Services 11.58% Consumer Cyclical 6.98% Basic Materials 6.67% Financial Services 4.49% Real Estate 2.04% Health Care 0.95% Technology 0.46% Asset Allocation
Asset Class Value Cash 4.34% Equity 95.66% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT9% ₹83 Cr 210,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL9% ₹82 Cr 415,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE8% ₹71 Cr 510,000 NTPC Ltd (Utilities)
Equity, Since 31 Jan 22 | NTPC5% ₹48 Cr 1,340,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | ULTRACEMCO4% ₹36 Cr 28,000 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 22 | BEL3% ₹30 Cr 675,000 State Bank of India (Financial Services)
Equity, Since 28 Feb 22 | SBIN2% ₹22 Cr 200,000 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 19 | BPCL2% ₹21 Cr 575,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Mar 22 | POWERGRID2% ₹21 Cr 800,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | ICICIBANK2% ₹20 Cr 145,000 5. UTI Core Equity Fund
UTI Core Equity Fund
Growth Launch Date 20 May 09 NAV (20 Feb 26) ₹184.938 ↑ 0.51 (0.28 %) Net Assets (Cr) ₹5,615 on 31 Jan 26 Category Equity - Large & Mid Cap AMC UTI Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.96 Sharpe Ratio 0.3 Information Ratio 0.79 Alpha Ratio 0.68 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 Jan 21 ₹10,000 31 Jan 22 ₹14,071 31 Jan 23 ₹14,457 31 Jan 24 ₹19,980 31 Jan 25 ₹23,837 31 Jan 26 ₹26,104 Returns for UTI Core Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Feb 26 Duration Returns 1 Month 1.6% 3 Month -0.6% 6 Month 3% 1 Year 14% 3 Year 22% 5 Year 18.7% 10 Year 15 Year Since launch 13.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.4% 2023 27.2% 2022 34.4% 2021 4.6% 2020 40.8% 2019 12.8% 2018 1.5% 2017 -7.9% 2016 35.2% 2015 3.4% Fund Manager information for UTI Core Equity Fund
Name Since Tenure V Srivatsa 17 May 17 8.72 Yr. Data below for UTI Core Equity Fund as on 31 Jan 26
Equity Sector Allocation
Sector Value Financial Services 27.76% Technology 10.47% Consumer Cyclical 9.45% Industrials 7.96% Basic Materials 7.82% Energy 7.65% Health Care 7.5% Communication Services 5.9% Consumer Defensive 5.15% Real Estate 3.3% Utility 2.25% Asset Allocation
Asset Class Value Cash 4.78% Equity 95.22% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | HDFCBANK5% ₹283 Cr 3,049,721 Infosys Ltd (Technology)
Equity, Since 28 Feb 06 | INFY4% ₹199 Cr 1,213,225 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 06 | ICICIBANK3% ₹193 Cr 1,427,555 Vedanta Ltd (Basic Materials)
Equity, Since 30 Apr 24 | VEDL3% ₹156 Cr 2,289,603
↓ -170,238 Reliance Industries Ltd (Energy)
Equity, Since 29 Feb 20 | RELIANCE3% ₹140 Cr 1,006,380
↓ -110,000 Wipro Ltd (Technology)
Equity, Since 30 Jun 24 | WIPRO2% ₹134 Cr 5,673,655
↑ 200,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 14 | LT2% ₹132 Cr 334,956
↑ 35,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Apr 24 | POWERGRID2% ₹126 Cr 4,918,717
↑ 600,000 Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 29 Feb 24 | INDUSTOWER2% ₹125 Cr 2,824,620
↓ -250,000 The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | FEDERALBNK2% ₹124 Cr 4,318,275
↓ -700,000
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.
AMFI Registration No. 112358 | CIN: U74999MH2016PTC282153
Shepard Technologies Pvt. Ltd. (with ARN code 112358) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.
©2026 Shepard Technologies Private Limited. All Rights Reserved
Research Highlights for DSP World Gold Fund