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2022 में निवेश करने के लिए 9 बेस्ट डायवर्सिफाइड मल्टीकैप म्यूचुअल फंड

फिनकैश »म्यूचुअल फंड्स »बेस्ट डायवर्सिफाइड फंड्स

2022 में निवेश करने के लिए सर्वश्रेष्ठ विविध म्युचुअल फंड

Updated on March 25, 2024 , 47145 views

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.

Diversified-funds

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

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Nippon India Multi Cap Fund Growth ₹242.979
↑ 0.38
₹26,8096.815.752.929.819.938.1
HDFC Equity Fund Growth ₹1,605.81
↑ 12.07
₹49,6576.119.644.926.51930.6
JM Multicap Fund Growth ₹84.8294
↑ 0.83
₹1,6578.422.659.426.122.240
Mahindra Badhat Yojana Growth ₹29.9259
↑ 0.25
₹3,0375.817.151.52522.734.2
ICICI Prudential Multicap Fund Growth ₹671.19
↑ 2.78
₹11,1807.120.451.123.718.235.4
Baroda Pioneer Multi Cap Fund Growth ₹240.11
↑ 1.51
₹2,2477.220.747.42319.930.8
Parag Parikh Long Term Equity Fund Growth ₹68.9477
↓ -0.12
₹58,9016.118.240.922.522.836.6
Franklin India Equity Fund Growth ₹1,394.26
↑ 10.39
₹14,4715.217.945.822.118.530.8
Principal Multi Cap Growth Fund Growth ₹316.098
↑ 1.15
₹2,3912.113.641.821.217.531.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Mar 24
*उपरोक्त शीर्ष विविध की सूची है/मल्टीकैप एयूएम/नेट एसेट्स वाले म्युचुअल फंड >500 करोड़, पर क्रमबद्ध3 सालसीएजीआर रिटर्न.

1. Nippon India Multi Cap Fund

(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.

Nippon India Multi Cap Fund is a Equity - Multi Cap fund was launched on 28 Mar 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.3% since its launch.  Ranked 63 in Multi Cap category.  Return for 2023 was 38.1% , 2022 was 14.1% and 2021 was 48.9% .

Below is the key information for Nippon India Multi Cap Fund

Nippon India Multi Cap Fund
Growth
Launch Date 28 Mar 05
NAV (27 Mar 24) ₹242.979 ↑ 0.38   (0.16 %)
Net Assets (Cr) ₹26,809 on 29 Feb 24
Category Equity - Multi Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio 3.39
Information Ratio 1.1
Alpha Ratio 6.63
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.

DateValue
28 Feb 19₹10,000
29 Feb 20₹10,106
28 Feb 21₹12,346
28 Feb 22₹15,333
28 Feb 23₹17,671
29 Feb 24₹26,198

Nippon India Multi Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520
Invest Now

Returns for Nippon India Multi Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Mar 24

DurationReturns
1 Month 0.7%
3 Month 6.8%
6 Month 15.7%
1 Year 52.9%
3 Year 29.8%
5 Year 19.9%
10 Year
15 Year
Since launch 18.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 38.1%
2022 14.1%
2021 48.9%
2020 0%
2019 2.2%
2018 -2.2%
2017 40.9%
2016 -6.7%
2015 0.5%
2014 59.7%
Fund Manager information for Nippon India Multi Cap Fund
NameSinceTenure
Sailesh Raj Bhan31 Mar 0518.93 Yr.
Ashutosh Bhargava1 Sep 212.5 Yr.
Kinjal Desai25 May 185.77 Yr.

Data below for Nippon India Multi Cap Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Financial Services28.54%
Consumer Cyclical20.79%
Industrials18.52%
Health Care7.88%
Utility4.81%
Basic Materials4.18%
Technology4.05%
Communication Services3.79%
Consumer Defensive3.72%
Energy2.94%
Asset Allocation
Asset ClassValue
Cash0.77%
Equity99.23%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK
5%₹1,474 Cr10,500,448
↑ 1,000,000
EIH Ltd (Consumer Cyclical)
Equity, Since 31 Jul 14 | 500840
4%₹1,077 Cr26,658,371
↓ -1,268,613
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
4%₹1,021 Cr9,699,315
Linde India Ltd (Basic Materials)
Equity, Since 31 May 13 | 523457
3%₹882 Cr1,638,368
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 15 | 532215
3%₹860 Cr8,000,121
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE
3%₹789 Cr2,700,000
↑ 700,000
State Bank of India (Financial Services)
Equity, Since 31 Mar 05 | SBIN
3%₹748 Cr10,000,000
↑ 1,200,000
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 May 14 | 500850
3%₹704 Cr12,000,000
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Mar 12 | 500271
3%₹679 Cr7,000,000
↑ 1,400,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 10 | LT
2%₹661 Cr1,900,292

2. HDFC Equity Fund

Aims at providing capital appreciation through investments predominantly in equity oriented securities

HDFC Equity Fund is a Equity - Multi Cap fund was launched on 1 Jan 95. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.9% since its launch.  Ranked 34 in Multi Cap category.  Return for 2023 was 30.6% , 2022 was 18.3% and 2021 was 36.2% .

Below is the key information for HDFC Equity Fund

HDFC Equity Fund
Growth
Launch Date 1 Jan 95
NAV (28 Mar 24) ₹1,605.81 ↑ 12.07   (0.76 %)
Net Assets (Cr) ₹49,657 on 29 Feb 24
Category Equity - Multi Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.7
Sharpe Ratio 2.95
Information Ratio 1.05
Alpha Ratio 4.45
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.

DateValue
28 Feb 19₹10,000
29 Feb 20₹9,859
28 Feb 21₹13,161
28 Feb 22₹15,739
28 Feb 23₹18,098
29 Feb 24₹25,764

HDFC Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for HDFC Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Mar 24

DurationReturns
1 Month -0.6%
3 Month 6.1%
6 Month 19.6%
1 Year 44.9%
3 Year 26.5%
5 Year 19%
10 Year
15 Year
Since launch 18.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 30.6%
2022 18.3%
2021 36.2%
2020 6.4%
2019 6.8%
2018 -3.5%
2017 36.9%
2016 7.3%
2015 -5.1%
2014 53.8%
Fund Manager information for HDFC Equity Fund
NameSinceTenure
Roshi Jain29 Jul 221.59 Yr.
Dhruv Muchhal22 Jun 230.69 Yr.

Data below for HDFC Equity Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Financial Services35.93%
Health Care12.58%
Technology9.5%
Industrials8.92%
Consumer Cyclical6.46%
Utility5.11%
Communication Services5.01%
Real Estate3.73%
Energy1.73%
Consumer Defensive0.26%
Asset Allocation
Asset ClassValue
Cash8.29%
Equity89.23%
Debt2.48%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
9%₹4,524 Cr44,000,000
↑ 1,400,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | HDFCBANK
9%₹4,417 Cr30,200,000
↑ 4,900,000
Cipla Ltd (Healthcare)
Equity, Since 30 Sep 12 | 500087
5%₹2,567 Cr19,000,000
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Aug 20 | HAL
5%₹2,460 Cr8,200,000
↓ -200,000
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH
5%₹2,396 Cr15,200,000
↓ -500,000
State Bank of India (Financial Services)
Equity, Since 31 Jan 03 | SBIN
5%₹2,306 Cr36,000,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 17 | 532215
4%₹2,136 Cr20,000,000
↑ 4,000,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 20 | BHARTIARTL
4%₹2,107 Cr18,000,000
↓ -1,000,000
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Sep 22 | APOLLOHOSP
4%₹2,037 Cr3,207,166
SBI Life Insurance Company Limited (Financial Services)
Equity, Since 31 Mar 21 | SBILIFE
4%₹1,962 Cr14,000,000

3. JM Multicap Fund

(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.

JM Multicap Fund is a Equity - Multi Cap fund was launched on 23 Sep 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.7% since its launch.  Ranked 16 in Multi Cap category.  Return for 2023 was 40% , 2022 was 7.8% and 2021 was 32.9% .

Below is the key information for JM Multicap Fund

JM Multicap Fund
Growth
Launch Date 23 Sep 08
NAV (28 Mar 24) ₹84.8294 ↑ 0.83   (0.98 %)
Net Assets (Cr) ₹1,657 on 29 Feb 24
Category Equity - Multi Cap
AMC JM Financial Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.54
Sharpe Ratio 4.01
Information Ratio 1.62
Alpha Ratio 17.18
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.

DateValue
28 Feb 19₹10,000
29 Feb 20₹11,561
28 Feb 21₹14,262
28 Feb 22₹17,014
28 Feb 23₹18,422
29 Feb 24₹29,121

JM Multicap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for JM Multicap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Mar 24

DurationReturns
1 Month -2.9%
3 Month 8.4%
6 Month 22.6%
1 Year 59.4%
3 Year 26.1%
5 Year 22.2%
10 Year
15 Year
Since launch 14.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 40%
2022 7.8%
2021 32.9%
2020 11.4%
2019 16.6%
2018 -5.4%
2017 39.5%
2016 10.5%
2015 -2.8%
2014 56%
Fund Manager information for JM Multicap Fund
NameSinceTenure
Satish Ramanathan20 Aug 212.53 Yr.
Gurvinder Wasan1 Dec 221.25 Yr.
Chaitanya Choksi31 Dec 212.17 Yr.

Data below for JM Multicap Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Financial Services21.45%
Consumer Cyclical17.36%
Industrials16.76%
Technology11.93%
Utility7.29%
Health Care6.5%
Basic Materials5.84%
Real Estate3.59%
Energy2.65%
Consumer Defensive2.33%
Communication Services1.13%
Asset Allocation
Asset ClassValue
Cash3.17%
Equity96.83%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | HDFCBANK
6%₹96 Cr680,500
↑ 375,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT
4%₹73 Cr210,731
↑ 48,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 20 | INFY
4%₹71 Cr425,250
↑ 123,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
4%₹63 Cr848,700
↓ -47,000
Bank of Baroda (Financial Services)
Equity, Since 31 Aug 22 | 532134
4%₹62 Cr2,343,947
↓ -600,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | ICICIBANK
3%₹58 Cr550,800
↑ 77,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | M&M
3%₹53 Cr275,000
↑ 275,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 23 | 532555
3%₹53 Cr1,570,000
↑ 125,000
Housing & Urban Development Corp Ltd (Financial Services)
Equity, Since 29 Feb 24 | 540530
3%₹45 Cr2,373,484
↑ 2,373,484
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Jan 24 | 500312
3%₹44 Cr1,660,658
↑ 575,000

4. Mahindra Badhat Yojana

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.

Mahindra Badhat Yojana is a Equity - Multi Cap fund was launched on 11 May 17. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.1% since its launch.  Return for 2023 was 34.2% , 2022 was 1.6% and 2021 was 50.8% .

Below is the key information for Mahindra Badhat Yojana

Mahindra Badhat Yojana
Growth
Launch Date 11 May 17
NAV (28 Mar 24) ₹29.9259 ↑ 0.25   (0.85 %)
Net Assets (Cr) ₹3,037 on 29 Feb 24
Category Equity - Multi Cap
AMC Mahindra Asset Management Company Pvt. Ltd.
Rating Not Rated
Risk Moderately High
Expense Ratio 2.29
Sharpe Ratio 3.17
Information Ratio 0.57
Alpha Ratio 6.47
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.

DateValue
28 Feb 19₹10,000
29 Feb 20₹11,281
28 Feb 21₹15,068
28 Feb 22₹19,396
28 Feb 23₹19,699
29 Feb 24₹29,804

Mahindra Badhat Yojana SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for Mahindra Badhat Yojana

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Mar 24

DurationReturns
1 Month -2.5%
3 Month 5.8%
6 Month 17.1%
1 Year 51.5%
3 Year 25%
5 Year 22.7%
10 Year
15 Year
Since launch 17.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 34.2%
2022 1.6%
2021 50.8%
2020 16.6%
2019 13.8%
2018 -9.9%
2017
2016
2015
2014
Fund Manager information for Mahindra Badhat Yojana
NameSinceTenure
Manish Lodha21 Dec 203.19 Yr.
Fatema Pacha16 Oct 203.38 Yr.

Data below for Mahindra Badhat Yojana as on 29 Feb 24

Equity Sector Allocation
SectorValue
Industrials19.55%
Financial Services17.63%
Technology14%
Basic Materials12.78%
Consumer Cyclical11.11%
Energy8.48%
Utility7.45%
Health Care4.19%
Consumer Defensive2.44%
Communication Services0.02%
Asset Allocation
Asset ClassValue
Cash2.34%
Equity97.66%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Canara Bank (Financial Services)
Equity, Since 30 Sep 23 | 532483
5%₹137 Cr2,425,000
↑ 300,000
Coal India Ltd (Energy)
Equity, Since 31 Jan 23 | COALINDIA
4%₹135 Cr3,080,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 23 | TCS
4%₹121 Cr295,643
↑ 107,500
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 Dec 23 | HINDPETRO
4%₹116 Cr2,270,000
↑ 380,000
NTPC Ltd (Utilities)
Equity, Since 28 Feb 23 | 532555
3%₹86 Cr2,570,000
Tata Power Co Ltd (Utilities)
Equity, Since 30 Nov 23 | 500400
3%₹86 Cr2,300,000
↑ 300,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 23 | LT
3%₹80 Cr229,988
Tata Motors Ltd Class A (Consumer Cyclical)
Equity, Since 31 Dec 23 | TATAMTRDVR
3%₹76 Cr1,202,947
↑ 240,000
Wipro Ltd (Technology)
Equity, Since 31 Dec 23 | 507685
2%₹64 Cr1,230,000
↑ 330,000
IRCON International Ltd (Industrials)
Equity, Since 31 Jan 24 | IRCON
2%₹62 Cr2,700,000

5. ICICI Prudential Multicap Fund

To generate capital appreciation through investments in equity and equity related securities in core sectors and associated feeder industries.

ICICI Prudential Multicap Fund is a Equity - Multi Cap fund was launched on 1 Oct 94. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.3% since its launch.  Ranked 49 in Multi Cap category.  Return for 2023 was 35.4% , 2022 was 4.7% and 2021 was 36.4% .

Below is the key information for ICICI Prudential Multicap Fund

ICICI Prudential Multicap Fund
Growth
Launch Date 1 Oct 94
NAV (27 Mar 24) ₹671.19 ↑ 2.78   (0.42 %)
Net Assets (Cr) ₹11,180 on 29 Feb 24
Category Equity - Multi Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.95
Sharpe Ratio 3.14
Information Ratio -0.05
Alpha Ratio 2.27
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.

DateValue
28 Feb 19₹10,000
29 Feb 20₹10,050
28 Feb 21₹13,120
28 Feb 22₹15,366
28 Feb 23₹16,490
29 Feb 24₹24,225

ICICI Prudential Multicap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for ICICI Prudential Multicap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Mar 24

DurationReturns
1 Month -0.7%
3 Month 7.1%
6 Month 20.4%
1 Year 51.1%
3 Year 23.7%
5 Year 18.2%
10 Year
15 Year
Since launch 15.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 35.4%
2022 4.7%
2021 36.4%
2020 9.2%
2019 6%
2018 0.2%
2017 28%
2016 10.1%
2015 3.1%
2014 49.8%
Fund Manager information for ICICI Prudential Multicap Fund
NameSinceTenure
Sankaran Naren1 Jul 221.67 Yr.
Anand Sharma1 Jul 221.67 Yr.
Sharmila D’mello31 Jul 221.59 Yr.

Data below for ICICI Prudential Multicap Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Financial Services21.25%
Industrials15.06%
Consumer Cyclical12.03%
Energy9.13%
Health Care8.25%
Basic Materials6.13%
Communication Services6.13%
Consumer Defensive5.67%
Technology4.86%
Utility4.23%
Real Estate0.93%
Asset Allocation
Asset ClassValue
Cash5.81%
Equity94.19%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
7%₹736 Cr7,161,650
↑ 425,600
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE
4%₹407 Cr1,427,014
↓ -480,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Apr 17 | SUNPHARMA
3%₹345 Cr2,433,182
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 22 | MARUTI
3%₹291 Cr285,929
↑ 6,480
Infosys Ltd (Technology)
Equity, Since 31 Oct 18 | INFY
3%₹279 Cr1,682,527
↑ 94,634
Oil India Ltd (Energy)
Equity, Since 30 Sep 22 | OIL
3%₹277 Cr6,483,592
↑ 206,937
Cummins India Ltd (Industrials)
Equity, Since 31 Jan 22 | 500480
2%₹266 Cr1,158,633
↑ 42,929
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | HDFCBANK
2%₹235 Cr1,605,200
↑ 536,800
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 19 | LT
2%₹222 Cr637,388
↑ 35,218
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | BHARTIARTL
2%₹219 Cr1,873,117
↑ 261,250

6. Baroda Pioneer Multi Cap Fund

(Erstwhile Baroda Pioneer Growth Fund)

To generate long term capital appreciation from an actively managed portfolio of equity & equity related instruments.

Baroda Pioneer Multi Cap Fund is a Equity - Multi Cap fund was launched on 12 Sep 03. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.7% since its launch.  Ranked 37 in Multi Cap category.  Return for 2023 was 30.8% , 2022 was -3% and 2021 was 47.9% .

Below is the key information for Baroda Pioneer Multi Cap Fund

Baroda Pioneer Multi Cap Fund
Growth
Launch Date 12 Sep 03
NAV (27 Mar 24) ₹240.11 ↑ 1.51   (0.63 %)
Net Assets (Cr) ₹2,247 on 29 Feb 24
Category Equity - Multi Cap
AMC Baroda Pioneer Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.21
Sharpe Ratio 2.57
Information Ratio -0.07
Alpha Ratio -3.36
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 19₹10,000
29 Feb 20₹10,675
28 Feb 21₹14,123
28 Feb 22₹17,833
28 Feb 23₹18,333
29 Feb 24₹26,004

Baroda Pioneer Multi Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520
Invest Now

Returns for Baroda Pioneer Multi Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Mar 24

DurationReturns
1 Month 0%
3 Month 7.2%
6 Month 20.7%
1 Year 47.4%
3 Year 23%
5 Year 19.9%
10 Year
15 Year
Since launch 16.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 30.8%
2022 -3%
2021 47.9%
2020 19.5%
2019 8.9%
2018 -11.9%
2017 36.8%
2016 2.3%
2015 -1.6%
2014 46.5%
Fund Manager information for Baroda Pioneer Multi Cap Fund
NameSinceTenure
Sanjay Chawla1 Nov 158.34 Yr.
Sandeep Jain14 Mar 221.97 Yr.

Data below for Baroda Pioneer Multi Cap Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Financial Services24.4%
Consumer Cyclical13.75%
Technology12.37%
Industrials10.52%
Health Care8.2%
Basic Materials7.43%
Energy6.29%
Consumer Defensive4.51%
Real Estate3.62%
Communication Services2.61%
Utility2.53%
Asset Allocation
Asset ClassValue
Cash3.77%
Equity96.23%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK
4%₹84 Cr799,815
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
3%₹74 Cr252,500
↓ -22,500
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 May 23 | 543320
3%₹69 Cr4,173,000
↓ -827,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | HDFCBANK
3%₹63 Cr449,736
↓ -50,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 21 | LT
2%₹55 Cr158,897
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Nov 20 | SUNPHARMA
2%₹54 Cr340,000
NHPC Ltd (Utilities)
Equity, Since 31 May 22 | NHPC
2%₹53 Cr6,000,000
↓ -100,000
Indian Bank (Financial Services)
Equity, Since 31 Dec 23 | 532814
2%₹51 Cr968,910
Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 31 Aug 22 | POWERINDIA
2%₹50 Cr83,988
Tata Motors Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | TATAMOTORS
2%₹49 Cr515,000
↓ -65,000

7. Parag Parikh Long Term Equity Fund

(Erstwhile Parag Parikh Long Term Value Fund)

The investment objective of the scheme is to seek to generate long-term capital growth from an actively managed portfolio primarily of equity and equity related securities.

Parag Parikh Long Term Equity Fund is a Equity - Multi Cap fund was launched on 24 May 13. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.5% since its launch.  Ranked 34 in Multi Cap category.  Return for 2023 was 36.6% , 2022 was -7.2% and 2021 was 45.5% .

Below is the key information for Parag Parikh Long Term Equity Fund

Parag Parikh Long Term Equity Fund
Growth
Launch Date 24 May 13
NAV (27 Mar 24) ₹68.9477 ↓ -0.12   (-0.18 %)
Net Assets (Cr) ₹58,901 on 29 Feb 24
Category Equity - Multi Cap
AMC PPFAS Asset Management Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 1.73
Sharpe Ratio 4.03
Information Ratio 0.5
Alpha Ratio 13.52
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (2%),365-730 Days (1%),730 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 19₹10,000
29 Feb 20₹10,824
28 Feb 21₹15,280
28 Feb 22₹19,634
28 Feb 23₹20,086
29 Feb 24₹28,677

Parag Parikh Long Term Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for Parag Parikh Long Term Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Mar 24

DurationReturns
1 Month -0.8%
3 Month 6.1%
6 Month 18.2%
1 Year 40.9%
3 Year 22.5%
5 Year 22.8%
10 Year
15 Year
Since launch 19.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 36.6%
2022 -7.2%
2021 45.5%
2020 32.3%
2019 14.4%
2018 -0.4%
2017 29.4%
2016 3.3%
2015 8.9%
2014 44.8%
Fund Manager information for Parag Parikh Long Term Equity Fund
NameSinceTenure
Raj Mehta27 Jan 168.1 Yr.
Rajeev Thakkar24 May 1310.78 Yr.
Raunak Onkar24 May 1310.78 Yr.
Rukun Tarachandani16 May 221.79 Yr.
Mansi Kariya22 Dec 230.19 Yr.

Data below for Parag Parikh Long Term Equity Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Financial Services35.21%
Technology11.89%
Consumer Cyclical10.34%
Communication Services7.44%
Utility6.17%
Energy5.13%
Consumer Defensive5.04%
Health Care3.85%
Basic Materials2.53%
Industrials0%
Asset Allocation
Asset ClassValue
Cash12.37%
Equity86.86%
Debt0.78%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
8%₹4,430 Cr30,292,343
↑ 5,661,003
Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | BAJAJHLDNG
7%₹3,846 Cr4,596,822
↑ 47,206
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Sep 21 | 532898
6%₹3,111 Cr119,980,027
↑ 5,610,883
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 21 | HCLTECH
5%₹2,948 Cr18,706,973
Coal India Ltd (Energy)
Equity, Since 31 May 22 | COALINDIA
5%₹2,816 Cr69,326,793
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 22 | MARUTI
5%₹2,814 Cr2,762,479
↑ 257,177
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 14 | ICICIBANK
5%₹2,794 Cr27,174,540
↑ 1,389,181
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 20 | ITC
5%₹2,768 Cr62,698,959
↑ 2,000,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | 532215
5%₹2,525 Cr23,645,558
Microsoft Corp (Technology)
Equity, Since 30 Apr 20 | MSFT
4%₹2,420 Cr733,019

8. Franklin India Equity Fund

(Erstwhile Franklin India Prima Plus)

The investment objective of Prima Plus is to provide growth of capital plus regular dividend through a diversified portfolio of equities, fixed income securities and money market instruments.

Franklin India Equity Fund is a Equity - Multi Cap fund was launched on 29 Sep 94. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.2% since its launch.  Ranked 50 in Multi Cap category.  Return for 2023 was 30.8% , 2022 was 5.3% and 2021 was 40.3% .

Below is the key information for Franklin India Equity Fund

Franklin India Equity Fund
Growth
Launch Date 29 Sep 94
NAV (28 Mar 24) ₹1,394.26 ↑ 10.39   (0.75 %)
Net Assets (Cr) ₹14,471 on 29 Feb 24
Category Equity - Multi Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.84
Sharpe Ratio 3.25
Information Ratio 0.6
Alpha Ratio 6.98
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.

DateValue
28 Feb 19₹10,000
29 Feb 20₹9,871
28 Feb 21₹13,672
28 Feb 22₹16,483
28 Feb 23₹17,104
29 Feb 24₹24,639

Franklin India Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for Franklin India Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Mar 24

DurationReturns
1 Month -0.5%
3 Month 5.2%
6 Month 17.9%
1 Year 45.8%
3 Year 22.1%
5 Year 18.5%
10 Year
15 Year
Since launch 18.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 30.8%
2022 5.3%
2021 40.3%
2020 16%
2019 3.3%
2018 -4.4%
2017 30.6%
2016 5%
2015 4.4%
2014 56.8%
Fund Manager information for Franklin India Equity Fund
NameSinceTenure
R. Janakiraman1 Feb 1113.09 Yr.
Sandeep Manam18 Oct 212.37 Yr.
Rajasa Kakulavarapu1 Dec 230.25 Yr.

Data below for Franklin India Equity Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Financial Services25.6%
Industrials13.83%
Consumer Cyclical12.53%
Technology10.56%
Consumer Defensive7.63%
Basic Materials5.79%
Utility5.35%
Energy4.96%
Communication Services4.96%
Health Care1.85%
Asset Allocation
Asset ClassValue
Cash6.91%
Equity93.09%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
8%₹1,080 Cr10,500,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK
6%₹878 Cr6,000,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | LT
6%₹800 Cr2,300,000
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
5%₹768 Cr4,627,000
↑ 427,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | BHARTIARTL
5%₹702 Cr6,000,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
4%₹619 Cr5,800,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 13 | HCLTECH
4%₹511 Cr3,243,000
↑ 443,000
NTPC Ltd (Utilities)
Equity, Since 28 Feb 17 | 532555
3%₹416 Cr13,118,000
↑ 1,118,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN
3%₹416 Cr6,500,000
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Aug 19 | MCDOWELL-N
3%₹392 Cr3,600,000

9. Principal Multi Cap Growth Fund

(Erstwhile Principal Growth Fund)

The primary investment objective of the scheme is to achieve long-term capital appreciation.

Principal Multi Cap Growth Fund is a Equity - Multi Cap fund was launched on 25 Oct 00. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.9% since its launch.  Ranked 12 in Multi Cap category.  Return for 2023 was 31.1% , 2022 was -1.6% and 2021 was 46.3% .

Below is the key information for Principal Multi Cap Growth Fund

Principal Multi Cap Growth Fund
Growth
Launch Date 25 Oct 00
NAV (27 Mar 24) ₹316.098 ↑ 1.15   (0.37 %)
Net Assets (Cr) ₹2,391 on 29 Feb 24
Category Equity - Multi Cap
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.16
Sharpe Ratio 2.43
Information Ratio -0.41
Alpha Ratio -6.42
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.

DateValue
28 Feb 19₹10,000
29 Feb 20₹10,563
28 Feb 21₹13,444
28 Feb 22₹17,298
28 Feb 23₹17,299
29 Feb 24₹24,090

Principal Multi Cap Growth Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for Principal Multi Cap Growth Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Mar 24

DurationReturns
1 Month -2.5%
3 Month 2.1%
6 Month 13.6%
1 Year 41.8%
3 Year 21.2%
5 Year 17.5%
10 Year
15 Year
Since launch 15.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 31.1%
2022 -1.6%
2021 46.3%
2020 15%
2019 3.9%
2018 -8.7%
2017 48.7%
2016 6.4%
2015 2.8%
2014 49.4%
Fund Manager information for Principal Multi Cap Growth Fund
NameSinceTenure
Ratish Varier1 Jan 222.16 Yr.
Sudhir Kedia1 Jan 222.16 Yr.

Data below for Principal Multi Cap Growth Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Financial Services29.81%
Industrials16.48%
Consumer Cyclical12.46%
Technology7.08%
Health Care6.86%
Consumer Defensive5.25%
Energy4.79%
Basic Materials4.46%
Communication Services4.06%
Utility2.92%
Real Estate2.09%
Asset Allocation
Asset ClassValue
Cash3.72%
Equity96.28%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 05 | RELIANCE
5%₹115 Cr402,999
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
5%₹113 Cr1,099,909
↓ -279,319
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK
4%₹95 Cr648,743
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 23 | 532810
3%₹79 Cr1,776,501
↓ -300,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 24 | 532215
3%₹77 Cr723,015
↑ 723,015
NTPC Ltd (Utilities)
Equity, Since 31 Mar 23 | 532555
3%₹70 Cr2,205,077
↓ -228,364
KSB Ltd (Industrials)
Equity, Since 31 Jul 22 | KSB
3%₹69 Cr189,783
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Jul 23 | SUNPHARMA
2%₹60 Cr421,000
Indian Bank (Financial Services)
Equity, Since 31 Dec 23 | 532814
2%₹59 Cr1,176,997
↑ 869,436
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
2%₹57 Cr344,063
↓ -7,006

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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।

Disclaimer:
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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Unknown, posted on 6 May 19 12:47 PM

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