+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 (%) 2025 (%) Aditya Birla Sun Life Manufacturing Equity Fund Growth ₹37.79
↓ -0.08 ₹1,402 0.4 9.8 14.3 18.1 12.2 3.5 BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01 ₹588 -4.6 -2.6 19.3 17.3 13.6 Motilal Oswal Multicap 35 Fund Growth ₹61.4194
↑ 0.02 ₹14,160 1.6 8.8 -2.9 15.7 11.1 -5.6 Mahindra Badhat Yojana Growth ₹37.9616
↑ 0.05 ₹7,662 -0.6 6.2 6.2 14.3 11.8 3.4 Bandhan Focused Equity Fund Growth ₹88.863
↓ -0.07 ₹2,086 0.8 3 0.3 13.3 9.8 -1.6 Aditya Birla Sun Life Equity Fund Growth ₹1,892.18
↑ 3.87 ₹29,044 -1 3.7 2.7 13.1 9.4 11.2 ICICI Prudential Multicap Fund Growth ₹807.43
↓ -0.13 ₹19,538 -5.2 0.1 0.6 12.7 11.6 5.7 Baroda Pioneer Multi Cap Fund Growth ₹281.992
↑ 0.82 ₹3,493 -4.4 1.2 -2.6 11.9 9.1 -2.8 Edelweiss Multi Cap Fund Growth ₹37.334
↑ 0.12 ₹3,722 -3.2 -1.4 -4.6 11.8 9.4 5.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 16 Oct 26 Research Highlights & Commentary of 9 Funds showcased
Commentary Aditya Birla Sun Life Manufacturing Equity Fund BNP Paribas Multi Cap Fund Motilal Oswal Multicap 35 Fund Mahindra Badhat Yojana Bandhan Focused Equity Fund Aditya Birla Sun Life Equity Fund ICICI Prudential Multicap Fund Baroda Pioneer Multi Cap Fund Edelweiss Multi Cap Fund Point 1 Bottom quartile AUM (₹1,402 Cr). Bottom quartile AUM (₹588 Cr). Upper mid AUM (₹14,160 Cr). Upper mid AUM (₹7,662 Cr). Bottom quartile AUM (₹2,086 Cr). Highest AUM (₹29,044 Cr). Top quartile AUM (₹19,538 Cr). Lower mid AUM (₹3,493 Cr). Lower mid AUM (₹3,722 Cr). Point 2 Established history (11+ yrs). Established history (21+ yrs). Established history (12+ yrs). Established history (9+ yrs). Established history (20+ yrs). Established history (28+ yrs). Oldest track record among peers (32 yrs). Established history (23+ yrs). Established history (11+ yrs). Point 3 Not Rated. Rating: 4★ (top quartile). Top rated. Not Rated. Rating: 4★ (upper mid). Rating: 4★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (lower 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: 12.21% (top quartile). 5Y return: 13.57% (top quartile). 5Y return: 11.06% (lower mid). 5Y return: 11.83% (upper mid). 5Y return: 9.78% (lower mid). 5Y return: 9.39% (bottom quartile). 5Y return: 11.61% (upper mid). 5Y return: 9.06% (bottom quartile). 5Y return: 9.40% (bottom quartile). Point 6 3Y return: 18.09% (top quartile). 3Y return: 17.28% (top quartile). 3Y return: 15.74% (upper mid). 3Y return: 14.33% (upper mid). 3Y return: 13.33% (lower mid). 3Y return: 13.13% (lower mid). 3Y return: 12.65% (bottom quartile). 3Y return: 11.91% (bottom quartile). 3Y return: 11.83% (bottom quartile). Point 7 1Y return: 14.34% (top quartile). 1Y return: 19.34% (top quartile). 1Y return: -2.91% (bottom quartile). 1Y return: 6.16% (upper mid). 1Y return: 0.27% (lower mid). 1Y return: 2.69% (upper mid). 1Y return: 0.59% (lower mid). 1Y return: -2.59% (bottom quartile). 1Y return: -4.62% (bottom quartile). Point 8 Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Alpha: 1.30 (lower mid). Alpha: 9.37 (top quartile). Alpha: 0.50 (lower mid). Alpha: 7.21 (top quartile). Alpha: 5.01 (upper mid). Alpha: 0.05 (bottom quartile). Alpha: 1.32 (upper mid). Point 9 Sharpe: 1.22 (top quartile). Sharpe: 2.86 (top quartile). Sharpe: 0.13 (bottom quartile). Sharpe: 0.72 (upper mid). Sharpe: 0.06 (bottom quartile). Sharpe: 0.50 (upper mid). Sharpe: 0.44 (lower mid). Sharpe: 0.19 (lower mid). Sharpe: 0.15 (bottom quartile). Point 10 Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.71 (upper mid). Information ratio: 0.71 (lower mid). Information ratio: 0.30 (lower mid). Information ratio: 1.48 (top quartile). Information ratio: 0.74 (top quartile). Information ratio: 0.22 (bottom quartile). Information ratio: 0.74 (upper mid). Aditya Birla Sun Life Manufacturing Equity Fund
BNP Paribas Multi Cap Fund
Motilal Oswal Multicap 35 Fund
Mahindra Badhat Yojana
Bandhan Focused Equity Fund
Aditya Birla Sun Life Equity Fund
ICICI Prudential Multicap Fund
Baroda Pioneer Multi Cap 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 BNP Paribas Dividend Yield Fund) The investment objective of the scheme is to generate long term capital growth from an actively managed portfolio of equity and equity related securities, primarily being high dividend yield stocks. High dividend yield stocks are
defined as stocks of companies that have a dividend yield in excess of 0.5%, at the time of investment. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns. Research Highlights for BNP Paribas Multi Cap Fund Below is the key information for BNP Paribas Multi Cap Fund 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 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 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 An Open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 90% equity and 10% debt and money market securities. Research Highlights for Aditya Birla Sun Life Equity Fund Below is the key information for Aditya Birla Sun Life Equity 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 (Erstwhile Baroda Pioneer Growth Fund) To generate long term capital appreciation from an actively managed portfolio of equity & equity related instruments. Research Highlights for Baroda Pioneer Multi Cap Fund Below is the key information for Baroda Pioneer Multi Cap 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 (16 Oct 26) ₹37.79 ↓ -0.08 (-0.21 %) Net Assets (Cr) ₹1,402 on 31 Aug 26 Category Equity - Multi Cap AMC Birla Sun Life Asset Management Co Ltd Rating Risk High Expense Ratio 2.28 Sharpe Ratio 1.22 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 30 Sep 21 ₹10,000 30 Sep 22 ₹9,459 30 Sep 23 ₹11,239 30 Sep 24 ₹17,188 30 Sep 25 ₹15,792 30 Sep 26 ₹19,223 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 16 Oct 26 Duration Returns 1 Month -2.8% 3 Month 0.4% 6 Month 9.8% 1 Year 14.3% 3 Year 18.1% 5 Year 12.2% 10 Year 15 Year Since launch 12% Historical performance (Yearly) on absolute basis
Year Returns 2025 3.5% 2024 25% 2023 32.5% 2022 -1.4% 2021 22.1% 2020 26.3% 2019 -4% 2018 -12.9% 2017 41.7% 2016 9.2% Fund Manager information for Aditya Birla Sun Life Manufacturing Equity Fund
Name Since Tenure Dhaval Joshi 13 May 26 0.3 Yr. Data below for Aditya Birla Sun Life Manufacturing Equity Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Industrials 34.21% Consumer Cyclical 23.93% Basic Materials 13.84% Health Care 13.21% Energy 5.43% Consumer Defensive 3.36% Technology 1.91% Utility 0.75% Asset Allocation
Asset Class Value Cash 3.37% Equity 96.63% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 19 | RELIANCE3% ₹47 Cr 366,616 Cummins India Ltd (Industrials)
Equity, Since 28 Feb 15 | 5004803% ₹44 Cr 85,582 Sansera Engineering Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | SANSERA3% ₹40 Cr 100,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | M&M3% ₹38 Cr 114,570
↓ -30,000 Happy Forgings Ltd (Industrials)
Equity, Since 31 Dec 23 | HAPPYFORGE2% ₹34 Cr 142,035 Hindalco Industries Ltd (Basic Materials)
Equity, Since 31 Mar 17 | HINDALCO2% ₹33 Cr 326,000 Sona BLW Precision Forgings Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | SONACOMS2% ₹31 Cr 377,106 Jindal Steel Ltd (Basic Materials)
Equity, Since 31 Jul 24 | 5322862% ₹31 Cr 256,435 TD Power Systems Ltd (Industrials)
Equity, Since 30 Jun 23 | TDPOWERSYS2% ₹30 Cr 392,000 Shilpa Medicare Ltd (Healthcare)
Equity, Since 31 Oct 25 | 5305492% ₹30 Cr 314,865 2. BNP Paribas Multi Cap Fund
BNP Paribas Multi Cap Fund
Growth Launch Date 15 Sep 05 NAV (13 Mar 22) ₹73.5154 ↓ -0.01 (-0.01 %) Net Assets (Cr) ₹588 on 31 Jan 22 Category Equity - Multi Cap AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.44 Sharpe Ratio 2.86 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for BNP Paribas Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 26 Duration Returns 1 Month -4.4% 3 Month -4.6% 6 Month -2.6% 1 Year 19.3% 3 Year 17.3% 5 Year 13.6% 10 Year 15 Year Since launch 12.9% Historical performance (Yearly) on absolute basis
Year Returns 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 Fund Manager information for BNP Paribas Multi Cap Fund
Name Since Tenure Data below for BNP Paribas Multi Cap Fund as on 31 Jan 22
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. Motilal Oswal Multicap 35 Fund
Motilal Oswal Multicap 35 Fund
Growth Launch Date 28 Apr 14 NAV (16 Oct 26) ₹61.4194 ↑ 0.02 (0.03 %) Net Assets (Cr) ₹14,160 on 31 Aug 26 Category Equity - Multi Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio 0.13 Information Ratio 0.71 Alpha Ratio 1.3 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 30 Sep 21 ₹10,000 30 Sep 22 ₹9,475 30 Sep 23 ₹10,865 30 Sep 24 ₹17,692 30 Sep 25 ₹16,730 30 Sep 26 ₹17,180 Returns for Motilal Oswal Multicap 35 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 26 Duration Returns 1 Month -1.4% 3 Month 1.6% 6 Month 8.8% 1 Year -2.9% 3 Year 15.7% 5 Year 11.1% 10 Year 15 Year Since launch 15.7% Historical performance (Yearly) on absolute basis
Year Returns 2025 -5.6% 2024 45.7% 2023 31% 2022 -3% 2021 15.3% 2020 10.3% 2019 7.9% 2018 -7.8% 2017 43.1% 2016 8.5% Fund Manager information for Motilal Oswal Multicap 35 Fund
Name Since Tenure Varun Sharma 21 Jan 26 0.61 Yr. Swapnil Mayekar 18 Nov 25 0.79 Yr. Ajay Khandelwal 1 Oct 24 1.92 Yr. Ankit Agarwal 21 Jan 26 0.61 Yr. Rakesh Shetty 22 Nov 22 3.78 Yr. Data below for Motilal Oswal Multicap 35 Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Industrials 26.5% Consumer Cyclical 24.64% Financial Services 21.49% Technology 17.87% Health Care 4.32% Basic Materials 2.42% Asset Allocation
Asset Class Value Cash 2.75% Equity 97.25% Top Securities Holdings / Portfolio
Name Holding Value Quantity Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | KALYANKJIL8% ₹1,202 Cr 20,000,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 25 | ETERNAL6% ₹902 Cr 27,500,000 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Jan 25 | 5000936% ₹815 Cr 8,900,000
↓ -100,000 Ather Energy Ltd (Consumer Cyclical)
Equity, Since 28 Feb 26 | ATHERENERG5% ₹670 Cr 3,900,000
↓ -400,000 Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE5% ₹665 Cr 3,350,000
↓ -100,000 Shriram Finance Ltd (Financial Services)
Equity, Since 31 Mar 26 | SHRIRAMFIN4% ₹579 Cr 5,220,000
↓ -410,608 Diamond Power Infrastructure Ltd (Industrials)
Equity, Since 31 Jul 26 | DIACABS4% ₹524 Cr 15,088,916
↑ 575,416 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 26 | MCX4% ₹523 Cr 1,537,361 Aditya Infotech Ltd (Industrials)
Equity, Since 30 Apr 26 | CPPLUS3% ₹481 Cr 1,350,000 Sterlite Technologies Ltd (Technology)
Equity, Since 31 May 26 | STLTECH3% ₹477 Cr 6,550,764
↑ 217,944 4. Mahindra Badhat Yojana
Mahindra Badhat Yojana
Growth Launch Date 11 May 17 NAV (16 Oct 26) ₹37.9616 ↑ 0.05 (0.13 %) Net Assets (Cr) ₹7,662 on 31 Aug 26 Category Equity - Multi Cap AMC Mahindra Asset Management Company Pvt. Ltd. Rating Risk Moderately High Expense Ratio 1.79 Sharpe Ratio 0.72 Information Ratio 0.71 Alpha Ratio 9.37 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 30 Sep 21 ₹10,000 30 Sep 22 ₹10,077 30 Sep 23 ₹12,436 30 Sep 24 ₹18,139 30 Sep 25 ₹16,929 30 Sep 26 ₹18,760 Returns for Mahindra Badhat Yojana
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 26 Duration Returns 1 Month -2.7% 3 Month -0.6% 6 Month 6.2% 1 Year 6.2% 3 Year 14.3% 5 Year 11.8% 10 Year 15 Year Since launch 15.2% Historical performance (Yearly) on absolute basis
Year Returns 2025 3.4% 2024 23.4% 2023 34.2% 2022 1.6% 2021 50.8% 2020 16.6% 2019 13.8% 2018 -9.9% 2017 2016 Fund Manager information for Mahindra Badhat Yojana
Name Since Tenure Fatema Pacha 16 Oct 20 5.88 Yr. Vishal Jajoo 3 Nov 25 0.83 Yr. Data below for Mahindra Badhat Yojana as on 31 Aug 26
Equity Sector Allocation
Sector Value Financial Services 19.79% Health Care 16.79% Basic Materials 13.56% Industrials 9.64% Energy 7.64% Consumer Cyclical 6.99% Technology 5.79% Consumer Defensive 5.41% Utility 2.41% Communication Services 2.03% Asset Allocation
Asset Class Value Cash 9.93% Equity 90.07% Top Securities Holdings / Portfolio
Name Holding Value Quantity Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Jul 26 | MCX5% ₹373 Cr 1,096,000
↑ 75,000 Neuland Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 25 | 5245584% ₹307 Cr 133,353 Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Apr 23 | DIVISLAB4% ₹301 Cr 318,300 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 24 | ICICIBANK3% ₹267 Cr 1,837,000 Adani Enterprises Ltd (Energy)
Equity, Since 30 Apr 26 | 5125993% ₹248 Cr 866,380 Oil India Ltd (Energy)
Equity, Since 31 Jul 26 | OIL3% ₹198 Cr 4,100,330
↑ 1,060,000 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Mar 26 | APLAPOLLO3% ₹192 Cr 864,958
↓ -55,180 Torrent Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jul 26 | TORNTPHARM2% ₹185 Cr 365,053
↑ 75,500 PTC Industries Ltd (Industrials)
Equity, Since 30 Jun 23 | 5390062% ₹160 Cr 72,195 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 30 Apr 26 | 5403762% ₹154 Cr 396,000
↑ 66,000 5. Bandhan Focused Equity Fund
Bandhan Focused Equity Fund
Growth Launch Date 16 Mar 06 NAV (16 Oct 26) ₹88.863 ↓ -0.07 (-0.08 %) Net Assets (Cr) ₹2,086 on 31 Jul 26 Category Equity - Multi Cap AMC IDFC Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.07 Sharpe Ratio 0.06 Information Ratio 0.3 Alpha Ratio 0.5 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 30 Sep 21 ₹10,000 30 Sep 22 ₹9,890 30 Sep 23 ₹11,269 30 Sep 24 ₹16,632 30 Sep 25 ₹16,194 30 Sep 26 ₹16,690 Returns for Bandhan Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 26 Duration Returns 1 Month -1.4% 3 Month 0.8% 6 Month 3% 1 Year 0.3% 3 Year 13.3% 5 Year 9.8% 10 Year 15 Year Since launch 11.2% Historical performance (Yearly) on absolute basis
Year Returns 2025 -1.6% 2024 30.3% 2023 31.3% 2022 -5% 2021 24.6% 2020 14.9% 2019 8.9% 2018 -12.7% 2017 54.4% 2016 1.8% Fund Manager information for Bandhan Focused Equity Fund
Name Since Tenure Manish Gunwani 2 Dec 24 1.75 Yr. Kirthi Jain 2 Dec 24 1.75 Yr. Ritika Behera 7 Oct 23 2.9 Yr. Gaurav Satra 7 Jun 24 2.24 Yr. Rahul Agarwal 2 Dec 24 1.75 Yr. Data below for Bandhan Focused Equity Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Financial Services 31.68% Consumer Defensive 14.66% Health Care 14.1% Consumer Cyclical 9.58% Real Estate 9.04% Technology 7.1% Basic Materials 3.81% Energy 3.11% Industrials 2.58% Utility 1.94% Asset Allocation
Asset Class Value Cash 2.4% Equity 97.6% Top Securities Holdings / Portfolio
Name Holding Value Quantity LT Foods Ltd (Consumer Defensive)
Equity, Since 30 Jun 25 | 5327839% ₹189 Cr 4,240,029
↓ -637 Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Jan 25 | PRESTIGE7% ₹141 Cr 860,527 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | HDFCBANK6% ₹130 Cr 1,835,867 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 May 25 | CHOLAHLDNG6% ₹121 Cr 816,857 Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Dec 24 | 5322966% ₹117 Cr 472,984
↑ 18,609 Jubilant Pharmova Ltd (Healthcare)
Equity, Since 31 Jul 25 | JUBLPHARMA5% ₹107 Cr 1,207,984
↑ 12,513 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK5% ₹103 Cr 710,586 Tilaknagar Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 25 | TI4% ₹83 Cr 1,471,395
↓ -200,537 Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 25 | 5328104% ₹75 Cr 2,240,691
↓ -500,000 Sanathan Textiles Ltd (Consumer Cyclical)
Equity, Since 31 Jul 25 | SANATHAN3% ₹69 Cr 1,525,660 6. Aditya Birla Sun Life Equity Fund
Aditya Birla Sun Life Equity Fund
Growth Launch Date 27 Aug 98 NAV (16 Oct 26) ₹1,892.18 ↑ 3.87 (0.20 %) Net Assets (Cr) ₹29,044 on 31 Aug 26 Category Equity - Multi Cap AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.67 Sharpe Ratio 0.5 Information Ratio 1.48 Alpha Ratio 7.21 Min Investment 1,000 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 30 Sep 21 ₹10,000 30 Sep 22 ₹9,415 30 Sep 23 ₹11,168 30 Sep 24 ₹15,764 30 Sep 25 ₹15,189 30 Sep 26 ₹16,129 Returns for Aditya Birla Sun Life Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 26 Duration Returns 1 Month -0.6% 3 Month -1% 6 Month 3.7% 1 Year 2.7% 3 Year 13.1% 5 Year 9.4% 10 Year 15 Year Since launch 20.5% Historical performance (Yearly) on absolute basis
Year Returns 2025 11.2% 2024 18.5% 2023 26% 2022 -1.1% 2021 30.3% 2020 16.1% 2019 8.5% 2018 -4.1% 2017 33.5% 2016 15.2% Fund Manager information for Aditya Birla Sun Life Equity Fund
Name Since Tenure Harish Krishnan 3 Nov 23 2.83 Yr. Dhaval Joshi 21 Nov 22 3.78 Yr. Data below for Aditya Birla Sun Life Equity Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Financial Services 29.79% Industrials 13.82% Consumer Cyclical 12.11% Basic Materials 11.33% Health Care 9.17% Technology 7.88% Consumer Defensive 7.39% Energy 3.58% Communication Services 1.85% Utility 1.1% Real Estate 0.42% Asset Allocation
Asset Class Value Cash 1.55% Equity 98.45% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK6% ₹1,723 Cr 11,849,171 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK3% ₹998 Cr 14,082,465
↑ 2,082,465 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | KOTAKBANK3% ₹979 Cr 23,350,000 Reliance Industries Ltd (Energy)
Equity, Since 31 May 19 | RELIANCE3% ₹729 Cr 5,706,067 State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN2% ₹647 Cr 6,105,500 Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY2% ₹642 Cr 5,662,517 Ather Energy Ltd (Consumer Cyclical)
Equity, Since 30 Apr 25 | ATHERENERG2% ₹601 Cr 3,500,000 Bharat Forge Ltd (Industrials)
Equity, Since 30 Jun 17 | 5004932% ₹589 Cr 2,800,000 Sona BLW Precision Forgings Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | SONACOMS2% ₹545 Cr 6,700,000 HCL Technologies Ltd (Technology)
Equity, Since 30 Nov 11 | HCLTECH2% ₹538 Cr 4,103,703 7. ICICI Prudential Multicap Fund
ICICI Prudential Multicap Fund
Growth Launch Date 1 Oct 94 NAV (16 Oct 26) ₹807.43 ↓ -0.13 (-0.02 %) Net Assets (Cr) ₹19,538 on 31 Aug 26 Category Equity - Multi Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 0.44 Information Ratio 0.74 Alpha Ratio 5.01 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 30 Sep 21 ₹10,000 30 Sep 22 ₹10,189 30 Sep 23 ₹12,632 30 Sep 24 ₹18,716 30 Sep 25 ₹17,567 30 Sep 26 ₹18,595 Returns for ICICI Prudential Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 26 Duration Returns 1 Month -2.6% 3 Month -5.2% 6 Month 0.1% 1 Year 0.6% 3 Year 12.7% 5 Year 11.6% 10 Year 15 Year Since launch 14.7% Historical performance (Yearly) on absolute basis
Year Returns 2025 5.7% 2024 20.7% 2023 35.4% 2022 4.7% 2021 36.4% 2020 9.2% 2019 6% 2018 0.2% 2017 28% 2016 10.1% Fund Manager information for ICICI Prudential Multicap Fund
Name Since Tenure Lalit Kumar 29 Sep 25 0.92 Yr. Sharmila D'Silva 31 Jul 22 4.09 Yr. Data below for ICICI Prudential Multicap Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Basic Materials 27.91% Industrials 23.26% Financial Services 17.22% Consumer Cyclical 16.67% Health Care 4.41% Real Estate 3.62% Energy 2.36% Technology 1.72% Communication Services 0.51% Utility 0.28% Asset Allocation
Asset Class Value Cash 2.02% Equity 97.98% Top Securities Holdings / Portfolio
Name Holding Value Quantity Vedanta Aluminium Metal Ltd (Basic Materials)
Equity, Since 30 Apr 26 | VAML3% ₹559 Cr 12,852,245 Apar Industries Ltd (Industrials)
Equity, Since 31 Aug 25 | APARINDS3% ₹532 Cr 300,451 BSE Ltd (Financial Services)
Equity, Since 31 Aug 25 | BSE3% ₹507 Cr 1,543,998 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Aug 25 | 5325382% ₹479 Cr 418,008 Jindal Steel Ltd (Basic Materials)
Equity, Since 31 Aug 25 | 5322862% ₹472 Cr 3,953,885 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Aug 25 | INDIGO2% ₹432 Cr 826,276 K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | KPRMILL2% ₹430 Cr 3,652,412 PB Fintech Ltd (Financial Services)
Equity, Since 31 Aug 25 | POLICYBZR2% ₹430 Cr 2,293,271 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | MOTHERSON2% ₹425 Cr 24,891,842 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Sep 25 | MCX2% ₹410 Cr 1,204,496 8. Baroda Pioneer Multi Cap Fund
Baroda Pioneer Multi Cap Fund
Growth Launch Date 12 Sep 03 NAV (16 Oct 26) ₹281.992 ↑ 0.82 (0.29 %) Net Assets (Cr) ₹3,493 on 31 Aug 26 Category Equity - Multi Cap AMC Baroda Pioneer Asset Management Co. Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 1.97 Sharpe Ratio 0.19 Information Ratio 0.22 Alpha Ratio 0.05 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.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹9,825 30 Sep 23 ₹11,732 30 Sep 24 ₹17,570 30 Sep 25 ₹16,471 30 Sep 26 ₹16,666 Returns for Baroda Pioneer Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 26 Duration Returns 1 Month -2.1% 3 Month -4.4% 6 Month 1.2% 1 Year -2.6% 3 Year 11.9% 5 Year 9.1% 10 Year 15 Year Since launch 15.6% Historical performance (Yearly) on absolute basis
Year Returns 2025 -2.8% 2024 31.7% 2023 30.8% 2022 -3% 2021 47.9% 2020 19.5% 2019 8.9% 2018 -11.9% 2017 36.8% 2016 2.3% Fund Manager information for Baroda Pioneer Multi Cap Fund
Name Since Tenure Paresh Jain 1 Jul 26 0.17 Yr. Himanshu Singh 1 Jul 26 0.17 Yr. Data below for Baroda Pioneer Multi Cap Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Financial Services 30.69% Consumer Cyclical 14.16% Industrials 13.65% Basic Materials 11.5% Technology 9.11% Health Care 6.44% Consumer Defensive 5.15% Communication Services 3.58% Energy 2.45% Utility 2.01% Asset Allocation
Asset Class Value Cash 1.25% Equity 98.72% Top Securities Holdings / Portfolio
Name Holding Value Quantity Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 24 | NAVINFLUOR3% ₹101 Cr 116,277
↓ -5,000 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5900032% ₹87 Cr 2,500,000 Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 30 Sep 20 | RADICO2% ₹86 Cr 191,043
↓ -10,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | M&M2% ₹82 Cr 250,000 State Bank of India (Financial Services)
Equity, Since 31 May 26 | SBIN2% ₹80 Cr 750,000 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 5323432% ₹78 Cr 180,000
↓ -20,000 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Nov 25 | 5001032% ₹77 Cr 1,730,944 Titan Co Ltd (Consumer Cyclical)
Equity, Since 31 May 25 | TITAN2% ₹77 Cr 150,000
↓ -20,000 Shriram Finance Ltd (Financial Services)
Equity, Since 31 Mar 26 | SHRIRAMFIN2% ₹75 Cr 675,000
↓ -50,000 One97 Communications Ltd (Technology)
Equity, Since 31 May 25 | PAYTM2% ₹72 Cr 420,288 9. Edelweiss Multi Cap Fund
Edelweiss Multi Cap Fund
Growth Launch Date 3 Feb 15 NAV (16 Oct 26) ₹37.334 ↑ 0.12 (0.33 %) Net Assets (Cr) ₹3,722 on 31 Aug 26 Category Equity - Multi Cap AMC Edelweiss Asset Management Limited Rating Risk High Expense Ratio 1.91 Sharpe Ratio 0.15 Information Ratio 0.74 Alpha Ratio 1.32 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 30 Sep 21 ₹10,000 30 Sep 22 ₹9,926 30 Sep 23 ₹11,663 30 Sep 24 ₹17,589 30 Sep 25 ₹16,443 30 Sep 26 ₹16,195 Returns for Edelweiss Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 16 Oct 26 Duration Returns 1 Month -1.5% 3 Month -3.2% 6 Month -1.4% 1 Year -4.6% 3 Year 11.8% 5 Year 9.4% 10 Year 15 Year Since launch 11.9% Historical performance (Yearly) on absolute basis
Year Returns 2025 5.4% 2024 25.4% 2023 29.3% 2022 0.7% 2021 34.7% 2020 14.4% 2019 8.4% 2018 -4.9% 2017 47.4% 2016 0.4% Fund Manager information for Edelweiss Multi Cap Fund
Name Since Tenure Ashwani Agarwalla 15 Jun 22 4.21 Yr. Trideep Bhattacharya 1 Oct 21 4.92 Yr. Mehul Dalmia 3 Aug 26 0.08 Yr. Data below for Edelweiss Multi Cap Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Financial Services 27.07% Consumer Cyclical 16.03% Industrials 9.75% Technology 8.96% Basic Materials 7.49% Health Care 7.35% Consumer Defensive 5.36% Energy 4.35% Real Estate 2% Utility 1.78% Communication Services 1.68% Asset Allocation
Asset Class Value Cash 2.32% Equity 97.68% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Icici Bank Ltd.29/09/2026
Derivatives, Since 31 Aug 26 | ICICIBANK5% ₹200 Cr 1,376,200
↑ 1,376,200 HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | HDFCBANK5% ₹175 Cr 2,468,392 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 15 | LT4% ₹139 Cr 344,864 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 17 | RELIANCE4% ₹136 Cr 1,063,554 State Bank of India (Financial Services)
Equity, Since 31 Aug 18 | SBIN3% ₹93 Cr 881,230 Tata Steel Ltd (Basic Materials)
Equity, Since 31 May 25 | TATASTEEL2% ₹77 Cr 4,195,668 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Sep 22 | M&M2% ₹75 Cr 227,798 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jan 25 | DIVISLAB2% ₹73 Cr 76,872 Titan Co Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | TITAN2% ₹69 Cr 134,280 NTPC Ltd (Utilities)
Equity, Since 31 Oct 22 | 5325552% ₹66 Cr 2,023,619
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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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