+91-22-489139092022 में निवेश करने के लिए सर्वश्रेष्ठ विविध म्युचुअल फंड
विविध निधि, जिसे मल्टी कैप फंड के रूप में भी जाना जाता है, एक वर्ग हैइक्विटी फ़ंड. उच्च जोखिम लेने वाले निवेशक जो इक्विटी में एक्सपोजर लेना चाहते हैं, आमतौर पर इसका झुकाव होता हैनिवेश विविध निधियों में। जैसा कि, डायवर्सिफाइड फंड्स में निवेश होता हैमंडी कैप जैसे - लार्ज कैप, मिड कैप औरछोटी टोपी.
फंड मैनेजर के विचार के आधार पर मल्टी कैप, फ्लेक्सी कैप या डायवर्सिफाइड स्कीमों को अलग-अलग मार्केट कैपिटलाइज़ेशन में स्टॉक में निवेश करना चाहिए। प्रत्येक मार्केट कैप के लिए आवंटन योजना से योजना में भिन्न होता है। कुछ योजनाओं का एक निश्चित अनुपात होता है और कुछ इसे बाजार की स्थितियों के आधार पर गतिशील रूप से बदलते हैं।
इनम्यूचुअल फंड्स अपनानामूल्य निवेश रणनीति जहां वे उन कंपनियों के शेयरों को खरीदते हैं जो उनके पिछले प्रदर्शन की तुलना में अपेक्षाकृत कम हैं,पुस्तक मूल्य,आय, और अन्य मान पैरामीटर।
में निवेश करकेबेस्ट डायवर्सिफाइड इक्विटी फंड, निवेशक थोड़ा अधिक स्थिर रिटर्न अर्जित कर सकते हैं, हालांकि, वे अभी भी एक अशांत बाजार की स्थिति के दौरान इक्विटी की अस्थिरता से प्रभावित होंगे। डायवर्सिफाइड फंड उन निवेशकों के लिए अच्छे हैं जो इसमें निवेश करने के लिए ज्यादा जोखिम लेने को तैयार नहीं हैंछोटे स्टॉक, लेकिन फिर भी उभरते शेयरों से अतिरिक्त उच्च रिटर्न की एक किक चाहता है। व्यक्ति को कम से मध्यम होने की स्थिति में डायवर्सिफाइड इक्विटी फंड में निवेश करना चाहिएजोखिम प्रोफाइल.
एक अच्छे डायवर्सिफाइड इक्विटी फंड के चयन की प्रक्रिया को आसान बनाने के लिए, हमने कुछ पूर्व-चयनित शीर्ष और सर्वश्रेष्ठ डायवर्सिफाइड इक्विटी फंडों के साथ आवश्यक मानदंड सूचीबद्ध किए हैं - जिन्हें निवेशक अपनी निवेश यात्रा के दौरान ध्यान में रख सकते हैं।
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9 बेस्ट परफॉर्मिंग डायवर्सिफाइड फंड्स 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 ₹34.87
↓ -0.21 ₹1,016 10.7 4 18.3 22.5 15.5 3.5 Nippon India Multi Cap Fund Growth ₹295.382
↓ -2.60 ₹46,321 5.1 -3 5.6 21.2 21.9 4.1 ICICI Prudential Multicap Fund Growth ₹810.55
↓ -8.33 ₹14,681 6.3 0.9 6.4 20.8 18.4 5.7 Mahindra Badhat Yojana Growth ₹35.7219
↓ -0.38 ₹5,661 3.2 -0.6 6.7 20.8 18.5 3.4 Motilal Oswal Multicap 35 Fund Growth ₹55.7147
↓ -0.79 ₹11,679 -2.1 -10.7 -2.9 20.5 12.7 -5.6 HDFC Equity Fund Growth ₹1,955.51
↓ -19.91 ₹91,335 -3.2 -5.4 1.9 19.7 20.2 11.4 Bandhan Focused Equity Fund Growth ₹87.073
↓ -0.77 ₹1,810 4.6 -3 5.5 18.8 14.5 -1.6 JM Multicap Fund Growth ₹92.0682
↓ -0.89 ₹4,504 0.2 -7.3 -3.7 18.8 17.5 -6.8 Edelweiss Multi Cap Fund Growth ₹37.816
↓ -0.32 ₹2,957 -1.6 -3.4 4.1 18 15.7 5.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Apr 26 Research Highlights & Commentary of 9 Funds showcased
Commentary Aditya Birla Sun Life Manufacturing Equity Fund Nippon India Multi Cap Fund ICICI Prudential Multicap Fund Mahindra Badhat Yojana Motilal Oswal Multicap 35 Fund HDFC Equity Fund Bandhan Focused Equity Fund JM Multicap Fund Edelweiss Multi Cap Fund Point 1 Bottom quartile AUM (₹1,016 Cr). Top quartile AUM (₹46,321 Cr). Upper mid AUM (₹14,681 Cr). Lower mid AUM (₹5,661 Cr). Upper mid AUM (₹11,679 Cr). Highest AUM (₹91,335 Cr). Bottom quartile AUM (₹1,810 Cr). Lower mid AUM (₹4,504 Cr). Bottom quartile AUM (₹2,957 Cr). Point 2 Established history (11+ yrs). Established history (21+ yrs). Oldest track record among peers (31 yrs). Established history (8+ yrs). Established history (12+ yrs). Established history (31+ yrs). Established history (20+ yrs). Established history (17+ yrs). Established history (11+ yrs). Point 3 Not Rated. Rating: 2★ (lower mid). Rating: 3★ (upper mid). Not Rated. Top rated. Rating: 3★ (lower mid). Rating: 4★ (top quartile). Rating: 4★ (upper mid). Not Rated. 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: High. Point 5 5Y return: 15.52% (bottom quartile). 5Y return: 21.85% (top quartile). 5Y return: 18.36% (upper mid). 5Y return: 18.49% (upper mid). 5Y return: 12.67% (bottom quartile). 5Y return: 20.24% (top quartile). 5Y return: 14.45% (bottom quartile). 5Y return: 17.49% (lower mid). 5Y return: 15.72% (lower mid). Point 6 3Y return: 22.52% (top quartile). 3Y return: 21.22% (top quartile). 3Y return: 20.82% (upper mid). 3Y return: 20.78% (upper mid). 3Y return: 20.46% (lower mid). 3Y return: 19.73% (lower mid). 3Y return: 18.81% (bottom quartile). 3Y return: 18.77% (bottom quartile). 3Y return: 17.99% (bottom quartile). Point 7 1Y return: 18.28% (top quartile). 1Y return: 5.55% (upper mid). 1Y return: 6.41% (upper mid). 1Y return: 6.70% (top quartile). 1Y return: -2.93% (bottom quartile). 1Y return: 1.86% (bottom quartile). 1Y return: 5.55% (lower mid). 1Y return: -3.65% (bottom quartile). 1Y return: 4.11% (lower mid). Point 8 Alpha: 0.00 (lower mid). Alpha: 0.48 (upper mid). Alpha: -1.27 (bottom quartile). Alpha: 2.90 (top quartile). Alpha: -8.96 (bottom quartile). Alpha: 0.41 (upper mid). Alpha: 0.08 (lower mid). Alpha: -6.15 (bottom quartile). Alpha: 1.30 (top quartile). Point 9 Sharpe: 0.06 (top quartile). Sharpe: -0.40 (upper mid). Sharpe: -0.52 (bottom quartile). Sharpe: -0.24 (top quartile). Sharpe: -1.03 (bottom quartile). Sharpe: -0.44 (lower mid). Sharpe: -0.48 (lower mid). Sharpe: -0.93 (bottom quartile). Sharpe: -0.39 (upper mid). Point 10 Information ratio: 0.00 (bottom quartile). Information ratio: 0.49 (upper mid). Information ratio: 0.23 (bottom quartile). Information ratio: 0.38 (lower mid). Information ratio: 0.51 (upper mid). Information ratio: 1.07 (top quartile). Information ratio: 0.29 (bottom quartile). Information ratio: 0.42 (lower mid). Information ratio: 0.60 (top quartile). Aditya Birla Sun Life Manufacturing Equity Fund
Nippon India Multi Cap Fund
ICICI Prudential Multicap Fund
Mahindra Badhat Yojana
Motilal Oswal Multicap 35 Fund
HDFC Equity Fund
Bandhan Focused Equity Fund
JM Multicap Fund
Edelweiss Multi Cap Fund
मल्टीकैप एयूएम/नेट एसेट्स वाले म्युचुअल फंड >500 करोड़, पर क्रमबद्ध3 सालसीएजीआर रिटर्न.
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 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 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 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 (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 Aims at providing capital appreciation through investments predominantly in equity oriented securities Research Highlights for HDFC Equity Fund Below is the key information for HDFC Equity Fund Returns up to 1 year are on The investment objective of the scheme is to seek to generate capital appreciation and/or provide income distribution from a portfolio of predominantly equity and equity related instruments. There is no assurance or guarantee that the objectives of the scheme will be realized. Research Highlights for Bandhan Focused Equity Fund Below is the key information for Bandhan Focused Equity 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 Edelweiss Economic Resurgence Fund ) The investment objective of the Scheme is to generate long-term capital appreciation from a diversi?ed portfolio that predominantly invests in equity and equity-related securities of companies across various market capitalisation.
However, there can be no assurance that the investment objective of the Scheme will be realised. Research Highlights for Edelweiss Multi Cap Fund Below is the key information for Edelweiss Multi Cap 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 (24 Apr 26) ₹34.87 ↓ -0.21 (-0.60 %) Net Assets (Cr) ₹1,016 on 31 Mar 26 Category Equity - Multi Cap AMC Birla Sun Life Asset Management Co Ltd Rating Risk High Expense Ratio 2.26 Sharpe Ratio 0.06 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 24 Apr 26 Duration Returns 1 Month 10.7% 3 Month 10.7% 6 Month 4% 1 Year 18.3% 3 Year 22.5% 5 Year 15.5% 10 Year 15 Year Since launch 11.8% 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 2.41 Yr. Data below for Aditya Birla Sun Life Manufacturing Equity Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Consumer Cyclical 28.37% Industrials 24.98% Basic Materials 21.33% Health Care 12.65% Consumer Defensive 5.05% Energy 4.85% Technology 1.34% Utility 0.78% Asset Allocation
Asset Class Value Cash 0.65% Equity 99.35% Top Securities Holdings / Portfolio
Name Holding Value Quantity Hindalco Industries Ltd (Basic Materials)
Equity, Since 31 Mar 17 | HINDALCO5% ₹53 Cr 600,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 19 | RELIANCE5% ₹49 Cr 366,616 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | M&M4% ₹43 Cr 144,570 Cummins India Ltd (Industrials)
Equity, Since 28 Feb 15 | 5004804% ₹39 Cr 85,582 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | MARUTI4% ₹38 Cr 30,843 Vedanta Ltd (Basic Materials)
Equity, Since 31 Jul 24 | 5002954% ₹36 Cr 550,000 Tata Steel Ltd (Basic Materials)
Equity, Since 30 Jun 16 | TATASTEEL3% ₹34 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 | 5322863% ₹29 Cr 256,435 Bharat Electronics Ltd (Industrials)
Equity, Since 28 Feb 15 | BEL3% ₹27 Cr 678,274 2. Nippon India Multi Cap Fund
Nippon India Multi Cap Fund
Growth Launch Date 28 Mar 05 NAV (24 Apr 26) ₹295.382 ↓ -2.60 (-0.87 %) Net Assets (Cr) ₹46,321 on 31 Mar 26 Category Equity - Multi Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 1.57 Sharpe Ratio -0.4 Information Ratio 0.49 Alpha Ratio 0.48 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 24 Apr 26 Duration Returns 1 Month 8.4% 3 Month 5.1% 6 Month -3% 1 Year 5.6% 3 Year 21.2% 5 Year 21.9% 10 Year 15 Year Since launch 17.4% 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 21.02 Yr. Kinjal Desai 25 May 18 7.86 Yr. Amber Singhania 11 Mar 26 0.06 Yr. Data below for Nippon India Multi Cap Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 23.23% Consumer Cyclical 20.55% Industrials 17.02% Health Care 9.97% Utility 6.6% Consumer Defensive 5.92% Basic Materials 5.6% Technology 5.1% Energy 2.2% Communication Services 1.19% Asset Allocation
Asset Class Value Cash 2.62% Equity 97.38% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK5% ₹2,529 Cr 34,569,796
↑ 2,000,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK4% ₹2,061 Cr 17,093,364
↑ 1,000,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 15 | 5322154% ₹1,642 Cr 14,140,351 Infosys Ltd (Technology)
Equity, Since 30 Apr 09 | INFY3% ₹1,306 Cr 10,439,713
↑ 500,000 GE Vernova T&D India Ltd (Industrials)
Equity, Since 31 May 12 | 5222753% ₹1,284 Cr 3,525,768
↓ -486,629 NTPC Ltd (Utilities)
Equity, Since 30 Jun 23 | 5325552% ₹1,103 Cr 29,762,573 Linde India Ltd (Basic Materials)
Equity, Since 31 May 13 | 5234572% ₹1,043 Cr 1,524,539 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE2% ₹1,017 Cr 7,568,975
↓ -500,000 Max Financial Services Ltd (Financial Services)
Equity, Since 31 Mar 12 | 5002712% ₹992 Cr 6,653,107
↓ -300,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 10 | LT2% ₹874 Cr 2,494,471
↑ 200,000 3. ICICI Prudential Multicap Fund
ICICI Prudential Multicap Fund
Growth Launch Date 1 Oct 94 NAV (24 Apr 26) ₹810.55 ↓ -8.33 (-1.02 %) Net Assets (Cr) ₹14,681 on 31 Mar 26 Category Equity - Multi Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio -0.52 Information Ratio 0.23 Alpha Ratio -1.27 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 24 Apr 26 Duration Returns 1 Month 11.3% 3 Month 6.3% 6 Month 0.9% 1 Year 6.4% 3 Year 20.8% 5 Year 18.4% 10 Year 15 Year Since launch 14.9% 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 0.5 Yr. Sharmila D’mello 31 Jul 22 3.67 Yr. Data below for ICICI Prudential Multicap Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Basic Materials 28.3% Industrials 21.43% Consumer Cyclical 15.82% Financial Services 15.43% Communication Services 5.06% Health Care 3.99% Real Estate 3.79% Energy 1.92% Technology 1.72% Consumer Defensive 0.7% Utility 0% Asset Allocation
Asset Class Value Cash 1.84% Equity 98.16% Top Securities Holdings / Portfolio
Name Holding Value Quantity Vedanta Ltd (Basic Materials)
Equity, Since 31 Aug 25 | 5002955% ₹743 Cr 11,352,245 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | BHARTIARTL3% ₹483 Cr 2,712,297
↓ -437,067 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Aug 25 | 5325383% ₹449 Cr 418,008
↑ 50,000 Jindal Steel Ltd (Basic Materials)
Equity, Since 31 Aug 25 | 5322863% ₹423 Cr 3,800,436 BSE Ltd (Financial Services)
Equity, Since 31 Aug 25 | BSE3% ₹414 Cr 1,543,998 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Aug 25 | INDIGO2% ₹321 Cr 813,428
↑ 100,687 ABB India Ltd (Industrials)
Equity, Since 31 Aug 25 | ABB2% ₹288 Cr 484,711 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Sep 25 | MCX2% ₹288 Cr 1,204,496 Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Jul 23 | 5004932% ₹264 Cr 1,575,011 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | MOTHERSON2% ₹262 Cr 24,891,842 4. Mahindra Badhat Yojana
Mahindra Badhat Yojana
Growth Launch Date 11 May 17 NAV (24 Apr 26) ₹35.7219 ↓ -0.38 (-1.05 %) Net Assets (Cr) ₹5,661 on 31 Mar 26 Category Equity - Multi Cap AMC Mahindra Asset Management Company Pvt. Ltd. Rating Risk Moderately High Expense Ratio 1.83 Sharpe Ratio -0.24 Information Ratio 0.38 Alpha Ratio 2.9 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 24 Apr 26 Duration Returns 1 Month 8.8% 3 Month 3.2% 6 Month -0.6% 1 Year 6.7% 3 Year 20.8% 5 Year 18.5% 10 Year 15 Year Since launch 15.3% 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 5.46 Yr. Vishal Jajoo 3 Nov 25 0.41 Yr. Data below for Mahindra Badhat Yojana as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 23.47% Industrials 16.65% Health Care 14.01% Basic Materials 13.35% Consumer Cyclical 12.09% Technology 4.79% Communication Services 4.08% Energy 2.91% Consumer Defensive 1.62% Utility 1.18% Asset Allocation
Asset Class Value Cash 5.84% Equity 94.15% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 25 | 5322964% ₹211 Cr 989,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 25 | LT3% ₹184 Cr 526,466
↑ 92,238 Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Apr 23 | DIVISLAB3% ₹169 Cr 285,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 28 Feb 25 | 5325382% ₹134 Cr 125,000 Polycab India Ltd (Industrials)
Equity, Since 31 Jul 25 | POLYCAB2% ₹132 Cr 193,000 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Mar 26 | APLAPOLLO2% ₹126 Cr 650,138
↑ 650,138 Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 31 Jan 25 | 5348162% ₹123 Cr 2,930,000
↓ -1,500,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 28 Feb 26 | 5433202% ₹116 Cr 5,057,699
↑ 2,657,699 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 24 | RELIANCE2% ₹111 Cr 825,000 Laurus Labs Ltd (Healthcare)
Equity, Since 31 Dec 24 | 5402222% ₹109 Cr 1,100,000 5. Motilal Oswal Multicap 35 Fund
Motilal Oswal Multicap 35 Fund
Growth Launch Date 28 Apr 14 NAV (24 Apr 26) ₹55.7147 ↓ -0.79 (-1.40 %) Net Assets (Cr) ₹11,679 on 31 Mar 26 Category Equity - Multi Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio -1.03 Information Ratio 0.51 Alpha Ratio -8.96 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 24 Apr 26 Duration Returns 1 Month 7% 3 Month -2.1% 6 Month -10.7% 1 Year -2.9% 3 Year 20.5% 5 Year 12.7% 10 Year 15 Year Since launch 15.4% 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 0.19 Yr. Swapnil Mayekar 18 Nov 25 0.37 Yr. Ajay Khandelwal 1 Oct 24 1.5 Yr. Ankit Agarwal 21 Jan 26 0.19 Yr. Rakesh Shetty 22 Nov 22 3.36 Yr. Atul Mehra 1 Oct 24 1.5 Yr. Data below for Motilal Oswal Multicap 35 Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 28.84% Industrials 18.01% Technology 17.88% Consumer Cyclical 16.17% Communication Services 6.1% Health Care 4% Energy 2.76% Asset Allocation
Asset Class Value Cash 6.24% Equity 93.76% Top Securities Holdings / Portfolio
Name Holding Value Quantity Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | KALYANKJIL7% ₹856 Cr 22,782,390 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Jan 25 | 5000937% ₹792 Cr 12,086,645
↓ -447,984 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 26 | BHARTIARTL6% ₹713 Cr 4,000,000
↑ 4,000,000 Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE6% ₹675 Cr 6,056,632
↓ -854,810 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 25 | 5433205% ₹640 Cr 27,969,643
↓ -4,529,247 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 23 | PERSISTENT5% ₹627 Cr 1,284,719
↓ -228,122 ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | ICICIBANK5% ₹588 Cr 4,872,470
↓ -510,360 Waaree Energies Ltd (Technology)
Equity, Since 28 Feb 26 | 5442774% ₹516 Cr 1,660,221
↑ 277,997 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 26 | HDFCBANK3% ₹398 Cr 5,436,855
↓ -2,056,899 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 21 | LT3% ₹396 Cr 1,129,002
↑ 129,002 6. HDFC Equity Fund
HDFC Equity Fund
Growth Launch Date 1 Jan 95 NAV (24 Apr 26) ₹1,955.51 ↓ -19.91 (-1.01 %) Net Assets (Cr) ₹91,335 on 31 Mar 26 Category Equity - Multi Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.44 Sharpe Ratio -0.44 Information Ratio 1.07 Alpha Ratio 0.41 Min Investment 5,000 Min SIP Investment 300 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 ₹12,682 31 Mar 23 ₹14,064 31 Mar 24 ₹20,135 31 Mar 25 ₹23,151 31 Mar 26 ₹22,793 Returns for HDFC Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Apr 26 Duration Returns 1 Month 4.9% 3 Month -3.2% 6 Month -5.4% 1 Year 1.9% 3 Year 19.7% 5 Year 20.2% 10 Year 15 Year Since launch 18.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 11.4% 2023 23.5% 2022 30.6% 2021 18.3% 2020 36.2% 2019 6.4% 2018 6.8% 2017 -3.5% 2016 36.9% 2015 7.3% Fund Manager information for HDFC Equity Fund
Name Since Tenure Amit Ganatra 1 Feb 26 0.16 Yr. Dhruv Muchhal 22 Jun 23 2.78 Yr. Data below for HDFC Equity Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 39.32% Consumer Cyclical 16.15% Health Care 8.24% Industrials 7.25% Technology 6.53% Basic Materials 4.83% Communication Services 3.06% Utility 2.71% Real Estate 2.32% Energy 1.53% Consumer Defensive 0.79% Asset Allocation
Asset Class Value Cash 6.79% Equity 92.69% Debt 0.51% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK9% ₹8,825 Cr 64,000,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 17 | AXISBANK7% ₹7,473 Cr 54,000,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | HDFCBANK7% ₹7,280 Cr 82,000,000 State Bank of India (Financial Services)
Equity, Since 31 Jan 03 | SBIN5% ₹5,287 Cr 44,000,000 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Mar 21 | SBILIFE4% ₹4,074 Cr 20,000,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 23 | KOTAKBANK4% ₹3,778 Cr 91,000,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 20 | BHARTIARTL3% ₹3,073 Cr 16,349,344
↑ 5,349,344 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | MARUTI3% ₹2,971 Cr 2,000,000 HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH3% ₹2,952 Cr 21,249,649
↑ 3,249,649 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 12 | LT3% ₹2,860 Cr 6,685,418
↑ 4,323,634 7. Bandhan Focused Equity Fund
Bandhan Focused Equity Fund
Growth Launch Date 16 Mar 06 NAV (24 Apr 26) ₹87.073 ↓ -0.77 (-0.87 %) Net Assets (Cr) ₹1,810 on 31 Mar 26 Category Equity - Multi Cap AMC IDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.1 Sharpe Ratio -0.48 Information Ratio 0.29 Alpha Ratio 0.08 Min Investment 5,000 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 ₹11,626 31 Mar 23 ₹11,077 31 Mar 24 ₹15,488 31 Mar 25 ₹17,273 31 Mar 26 ₹16,826 Returns for Bandhan Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Apr 26 Duration Returns 1 Month 9.7% 3 Month 4.6% 6 Month -3% 1 Year 5.5% 3 Year 18.8% 5 Year 14.5% 10 Year 15 Year Since launch 11.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 -1.6% 2023 30.3% 2022 31.3% 2021 -5% 2020 24.6% 2019 14.9% 2018 8.9% 2017 -12.7% 2016 54.4% 2015 1.8% Fund Manager information for Bandhan Focused Equity Fund
Name Since Tenure Manish Gunwani 2 Dec 24 1.33 Yr. Kirthi Jain 2 Dec 24 1.33 Yr. Ritika Behera 7 Oct 23 2.48 Yr. Gaurav Satra 7 Jun 24 1.82 Yr. Rahul Agarwal 2 Dec 24 1.33 Yr. Data below for Bandhan Focused Equity Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 34.37% Consumer Defensive 16.64% Health Care 15.7% Technology 6.19% Real Estate 5.65% Consumer Cyclical 4.85% Energy 3.79% Utility 2.75% Communication Services 2.27% Basic Materials 2.18% Industrials 1.75% Asset Allocation
Asset Class Value Cash 3.86% Equity 96.14% Top Securities Holdings / Portfolio
Name Holding Value Quantity Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 25 | 5328109% ₹159 Cr 4,188,959
↑ 38,236 LT Foods Ltd (Consumer Defensive)
Equity, Since 30 Jun 25 | 5327838% ₹143 Cr 3,935,069
↓ -120,192 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | HDFCBANK6% ₹100 Cr 1,364,469
↑ 61,741 State Bank of India (Financial Services)
Equity, Since 31 Jul 25 | SBIN5% ₹92 Cr 937,094
↓ -164,956 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 May 25 | CHOLAHLDNG5% ₹91 Cr 669,455
↑ 188,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK5% ₹86 Cr 710,586 Jubilant Pharmova Ltd (Healthcare)
Equity, Since 31 Jul 25 | 5300195% ₹85 Cr 1,045,101
↑ 24,000 Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Dec 24 | 5322965% ₹85 Cr 397,894 Tilaknagar Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 25 | TI4% ₹69 Cr 1,662,932 Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 23 | RELIANCE4% ₹69 Cr 510,082
↑ 153,234 8. JM Multicap Fund
JM Multicap Fund
Growth Launch Date 23 Sep 08 NAV (24 Apr 26) ₹92.0682 ↓ -0.89 (-0.96 %) Net Assets (Cr) ₹4,504 on 31 Mar 26 Category Equity - Multi Cap AMC JM Financial Asset Management Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.84 Sharpe Ratio -0.93 Information Ratio 0.42 Alpha Ratio -6.15 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 24 Apr 26 Duration Returns 1 Month 7.7% 3 Month 0.2% 6 Month -7.3% 1 Year -3.7% 3 Year 18.8% 5 Year 17.5% 10 Year 15 Year Since launch 13.5% 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 4.62 Yr. Asit Bhandarkar 1 Oct 24 1.5 Yr. Ruchi Fozdar 4 Oct 24 1.49 Yr. Deepak Gupta 11 Apr 25 0.97 Yr. Data below for JM Multicap Fund as on 31 Mar 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 9. Edelweiss Multi Cap Fund
Edelweiss Multi Cap Fund
Growth Launch Date 3 Feb 15 NAV (24 Apr 26) ₹37.816 ↓ -0.32 (-0.84 %) Net Assets (Cr) ₹2,957 on 31 Mar 26 Category Equity - Multi Cap AMC Edelweiss Asset Management Limited Rating Risk High Expense Ratio 1.98 Sharpe Ratio -0.39 Information Ratio 0.6 Alpha Ratio 1.3 Min Investment 5,000 Min SIP Investment 1,000 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 31 Mar 22 ₹12,163 31 Mar 23 ₹12,131 31 Mar 24 ₹17,020 31 Mar 25 ₹18,653 31 Mar 26 ₹18,450 Returns for Edelweiss Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Apr 26 Duration Returns 1 Month 6.6% 3 Month -1.6% 6 Month -3.4% 1 Year 4.1% 3 Year 18% 5 Year 15.7% 10 Year 15 Year Since launch 12.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 5.4% 2023 25.4% 2022 29.3% 2021 0.7% 2020 34.7% 2019 14.4% 2018 8.4% 2017 -4.9% 2016 47.4% 2015 0.4% Fund Manager information for Edelweiss Multi Cap Fund
Name Since Tenure Ashwani Agarwalla 15 Jun 22 3.8 Yr. Trideep Bhattacharya 1 Oct 21 4.5 Yr. Raj Koradia 1 Aug 24 1.67 Yr. Data below for Edelweiss Multi Cap Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 33.64% Consumer Cyclical 11.19% Industrials 10.56% Basic Materials 7.39% Technology 7.23% Health Care 6.56% Energy 6.09% Consumer Defensive 5.94% Utility 3.58% Communication Services 1.97% Real Estate 1.15% Asset Allocation
Asset Class Value Cash 4.71% Equity 95.29% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFCBANK5% ₹160 Cr 2,190,827 ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | ICICIBANK5% ₹147 Cr 1,217,695
↑ 92,888 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 17 | RELIANCE4% ₹107 Cr 794,855 NTPC Ltd (Utilities)
Equity, Since 31 Oct 22 | 5325554% ₹106 Cr 2,854,793 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 15 | LT3% ₹100 Cr 285,169
↑ 43,557 State Bank of India (Financial Services)
Equity, Since 31 Aug 18 | SBIN3% ₹91 Cr 926,234 Tata Steel Ltd (Basic Materials)
Equity, Since 31 May 25 | TATASTEEL3% ₹76 Cr 3,958,054 Infosys Ltd (Technology)
Equity, Since 30 Apr 18 | INFY2% ₹67 Cr 532,965 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL2% ₹58 Cr 326,273
↓ -48,957 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 May 19 | 5325382% ₹58 Cr 53,675
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बेस्ट डायवर्सिफाइड म्यूचुअल फंड चुनने के लिए स्मार्ट टिप्स
एक आदर्श डायवर्सिफाइड फंड को नीचे दिए गए मापदंडों से गुजरना चाहिए:
1. एक ही श्रेणी के भीतर विविध निधियों में रिटर्न की तुलना करें
बेंचमार्किंग के सबसे बुनियादी रूपों में से एक में समान श्रेणी के भीतर एक फंड की तुलना करना शामिल है। ए का मूल्यांकन करते समयलार्ज कैप फंड, आपको इसके रिटर्न की तुलना अन्य मैचिंग लार्ज कैप डायवर्सिफाइड इक्विटी फंड्स से करनी चाहिए। मिड-कैप डायवर्सिफाइड इक्विटी फंड के साथ इसकी तुलना करने से सटीक परिणाम नहीं मिलेगा क्योंकि लार्ज कैप और दोनों के बीच जोखिम और इनाम का संबंध है।मिड कैप फंड तुलनीय नहीं हैं। डायवर्सिफाइड फंड, जैसा कि मार्केट कैप में निवेश किया जाता है और इसलिए किसी को उनकी तुलना समान जनादेश वाले फंडों से करनी चाहिए।
अतिरिक्तफ़ैक्टर डायवर्सिफाइड फंड का मूल्यांकन करने की समय सीमा होती है। चूंकि इक्विटी लंबी अवधि (5 साल से ऊपर) में रिटर्न देने के लिए सुसज्जित हैं, इसलिए डायवर्सिफाइड फंड में लंबी अवधि के लिए निवेश किया जाना चाहिए। लंबी अवधि में डायवर्सिफाइड फंड का मूल्यांकन करने से आपको बूम-एंड-बस्ट चक्र के दौरान इसके प्रदर्शन का आकलन करने में मदद मिलेगी। निवेशक विभिन्न बाजार चरणों के दौरान श्रेणी औसत के साथ-साथ अपने प्रदर्शन की समीक्षा करके एक विविध फंड के रिटर्न की स्थिरता का विश्लेषण कर सकते हैं। यह कहने के बाद, सही सहकर्मी समूह की स्थापना करना महत्वपूर्ण है, इससे यह बनता हैआधार रिटर्न, अस्थिरता की तुलना के लिए और इस प्रकार अंतिम फंड चयन में मदद करता है।
2. बेंचमार्क इंडेक्स के खिलाफ डायवर्सिफाइड फंड रिटर्न की जांच करें
हर डायवर्सिफाइड फंड के लिए अपने ऑफर डॉक्यूमेंट में बेंचमार्क इंडेक्स का उल्लेख करना अनिवार्य है। यह बेंचमार्क इंडेक्स इस बात का संकेतक है कि डायवर्सिफाइड फंड ने अच्छा प्रदर्शन किया है या नहीं। डायवर्सिफाइड फंड के प्रदर्शन का मूल्यांकन करते समय, निवेशकों को 3 साल, 5 साल या 10 साल के लंबे समय के चक्रों को भी ध्यान में रखना चाहिए। वे फंड जो अपने बेंचमार्क इंडेक्स से लगातार बेहतर प्रदर्शन करते हैं, उन्हें निवेश के लिए विचार किया जाना चाहिए।
3. फंड की संगति को तौलें
बेंचमार्क इंडेक्स मूल्यांकन के अलावा, निवेशकों को फंड के ऐतिहासिक प्रदर्शन का भी मूल्यांकन करना चाहिए। लंबी अवधि में, कई डायवर्सिफाइड फंड बाजार में गिरावट के दौरान और अपने बेंचमार्क इंडेक्स और कैटेगरी एवरेज से भी नीचे गिर जाते हैं। केवल कुछ ही बाजार की सभी स्थितियों में अपने प्रदर्शन को बनाए रखने के लिए प्रवृत्त होते हैं। एक ऐसा फंड चुनना जो उतार-चढ़ाव में अच्छा प्रदर्शन करता हो, महत्वपूर्ण है, अन्यथा आपके पास एक ऐसा फंड होगा जो अच्छा प्रदर्शन कर सकता है, लेकिन बाद में केवल यह देखने के लिए कि मंदी में सभी रिटर्न खत्म हो जाते हैं। इस प्रकार, एकइन्वेस्टर यह सुनिश्चित करना चाहिए कि वे अपने पोर्टफोलियो में सबसे लगातार प्रदर्शन करने वालों को शामिल करें।
4. फंड में जोखिमों से अवगत रहें
निवेश करने से पहले, किसी को डायवर्सिफाइड फंड का रिस्क-रिटर्न विश्लेषण करना चाहिए। ऐसा करने के लिए, किसी को कुछ महत्वपूर्ण अनुपातों को देखना चाहिए, जैसे:
ए। अल्फा
अल्फा जोखिम-समायोजित आधार पर डायवर्सिफाइड फंड के प्रदर्शन का एक पैमाना है। यह मापता है कि जोखिम समायोजित आधार पर फंड या स्टॉक ने सामान्य बाजार में कितना प्रदर्शन किया है। 1 के सकारात्मक अल्फा का मतलब है कि फंड ने अपने बेंचमार्क इंडेक्स को 1% से बेहतर प्रदर्शन किया है, जबकि -1 का नकारात्मक अल्फा यह दर्शाता है कि फंड ने अपने बाजार बेंचमार्क की तुलना में 1% कम रिटर्न दिया है। इसलिए, मूल रूप से, एक निवेशक की रणनीति सकारात्मक अल्फा के साथ प्रतिभूतियां या म्यूचुअल फंड खरीदने की होनी चाहिए।
बी। बीटा
बीटा अपने बेंचमार्क इंडेक्स की तुलना में डायवर्सिफाइड फंड की अस्थिरता को मापता है। बीटा को सकारात्मक या नकारात्मक अंकों में दर्शाया गया है। 1 का बीटा दर्शाता है कि स्टॉक की कीमत या म्यूचुअल फंडनहीं हैं बाजार के अनुरूप चलता है। 1 से अधिक का बीटा इंगित करता है कि स्टॉक बाजार की तुलना में जोखिम भरा है, और 1 से कम के बीटा का मतलब है कि स्टॉक बाजार की तुलना में कम जोखिम भरा है। इसलिए, गिरते बाजार में निचला बीटा बेहतर है। बढ़ते बाजार में, हाई-बीटा बेहतर है।
सी। मानक विचलन (एसडी)
एसडी एक सांख्यिकीय उपाय है जो किसी फंड में अस्थिरता या जोखिम का प्रतिनिधित्व करता है। एसडी जितना अधिक होगा, रिटर्न में उतार-चढ़ाव उतना ही अधिक होगा। आदर्श रूप से, निवेशक कम वाले फंड की तलाश करते हैंमानक विचलन.
डी। शार्प अनुपात (एसआर)
शार्प भाग लिए गए जोखिम के संबंध में रिटर्न (नकारात्मक और सकारात्मक दोनों) को मापता है। यहां जोखिम को मानक विचलन द्वारा परिभाषित किया गया है। ज्यादा शार्प रेशियो का मतलब है ज्यादा जोखिम के बिना ज्यादा रिटर्न। इस प्रकार, निवेश करते समय, निवेशकों को एक विविध फंड चुनना चाहिए जो उच्च शार्प अनुपात दिखाता है। फिर से, एक निवेशक के लिए यह सलाह दी जाती है कि एक विविध फंड के एसडी और एसआर का ऐतिहासिक आधार पर मूल्यांकन करें ताकि सबसे सुसंगत प्रदर्शन करने वालों का चयन किया जा सके।
यहां प्रदान की गई जानकारी सटीक है, यह सुनिश्चित करने के लिए सभी प्रयास किए गए हैं। हालांकि, डेटा की शुद्धता के संबंध में कोई गारंटी नहीं दी जाती है। कृपया कोई भी निवेश करने से पहले योजना सूचना दस्तावेज के साथ सत्यापित करें।
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