fincash logo SOLUTIONS
EXPLORE FUNDS
CALCULATORS
fincash number+91-22-48913909
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 15, 2023 , 44663 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।

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

9 बेस्ट परफॉर्मिंग डायवर्सिफाइड फंड्स FY 22 - 23

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2022 (%)
HDFC Equity Fund Growth ₹1,112.5
↑ 8.84
₹31,969-4.31.111.232.613.118.3
Parag Parikh Long Term Equity Fund Growth ₹49.2848
↑ 0.35
₹29,3451.91.71.93116.2-7.2
Nippon India Multi Cap Fund Growth ₹161.224
↑ 1.01
₹14,030-4.4-1.99.930.712.214.1
PGIM India Diversified Equity Fund Growth ₹24.18
↑ 0.13
₹5,236-6.4-5.8-5.129.413.3-6.4
Mahindra Badhat Yojana Growth ₹19.9292
↑ 0.08
₹1,510-6-4.7-1.22913.61.6
Franklin India Equity Fund Growth ₹960.876
↑ 7.10
₹10,139-6.5-2.31.828.411.15.3
Baroda Pioneer Multi Cap Fund Growth ₹164.961
↑ 1.17
₹1,656-5.5-3.3-2.526.611.2-3
ICICI Prudential Multicap Fund Growth ₹449.15
↑ 1.68
₹6,947-5.3-1.7426.610.74.7
Principal Multi Cap Growth Fund Growth ₹225.362
↑ 1.13
₹1,804-6.6-8-3.825.69.8-1.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Mar 23
*उपरोक्त शीर्ष विविध की सूची है/मल्टीकैप एयूएम/नेट एसेट्स वाले म्युचुअल फंड >500 करोड़, पर क्रमबद्ध3 सालसीएजीआर रिटर्न.

1. 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 18.2% since its launch.  Ranked 34 in Multi Cap category.  Return for 2022 was 18.3% , 2021 was 36.2% and 2020 was 6.4% .

Below is the key information for HDFC Equity Fund

HDFC Equity Fund
Growth
Launch Date 1 Jan 95
NAV (17 Mar 23) ₹1,112.5 ↑ 8.84   (0.80 %)
Net Assets (Cr) ₹31,969 on 31 Jan 23
Category Equity - Multi Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.74
Sharpe Ratio 0.43
Information Ratio 0.5
Alpha Ratio 9.29
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 18₹10,000
28 Feb 19₹9,812
29 Feb 20₹9,674
28 Feb 21₹12,914
28 Feb 22₹15,444
28 Feb 23₹17,759

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 ₹426,080.
Net Profit of ₹126,080
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 17 Mar 23

DurationReturns
1 Month -2.9%
3 Month -4.3%
6 Month 1.1%
1 Year 11.2%
3 Year 32.6%
5 Year 13.1%
10 Year
15 Year
Since launch 18.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 3.8%
Fund Manager information for HDFC Equity Fund
NameSinceTenure
Roshi Jain29 Jul 220.51 Yr.
Priya Ranjan1 May 220.76 Yr.

Data below for HDFC Equity Fund as on 31 Jan 23

Equity Sector Allocation
SectorValue
Financial Services36.27%
Technology12.17%
Industrials10.88%
Health Care7.39%
Energy6.84%
Utility6.24%
Consumer Cyclical6.2%
Communication Services4.98%
Basic Materials1.05%
Consumer Defensive0.99%
Real Estate0.04%
Asset Allocation
Asset ClassValue
Cash6.78%
Equity93.22%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
9%₹2,937 Cr35,300,000
↑ 3,450,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | HDFCBANK
6%₹1,924 Cr12,000,000
Infosys Ltd (Technology)
Equity, Since 31 Oct 08 | INFY
6%₹1,887 Cr12,300,000
State Bank of India (Financial Services)
Equity, Since 31 Jan 03 | SBIN
6%₹1,854 Cr33,500,000
↓ -1,500,000
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH
5%₹1,489 Cr13,270,842
↑ 159,932
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 532555
5%₹1,455 Cr85,000,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 20 | M&M
4%₹1,328 Cr9,630,000
↑ 30,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 20 | BHARTIARTL
4%₹1,264 Cr16,407,723
↑ 407,723
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 12 | LT
4%₹1,190 Cr5,600,000
↓ -400,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 22 | HDFC
4%₹1,180 Cr4,500,000

2. 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 17.7% since its launch.  Ranked 34 in Multi Cap category.  Return for 2022 was -7.2% , 2021 was 45.5% and 2020 was 32.3% .

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 (17 Mar 23) ₹49.2848 ↑ 0.35   (0.71 %)
Net Assets (Cr) ₹29,345 on 31 Jan 23
Category Equity - Multi Cap
AMC PPFAS Asset Management Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 1.84
Sharpe Ratio -0.46
Information Ratio 0.49
Alpha Ratio -4.36
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 18₹10,000
28 Feb 19₹10,254
29 Feb 20₹11,099
28 Feb 21₹15,668
28 Feb 22₹20,132
28 Feb 23₹20,595

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 ₹458,689.
Net Profit of ₹158,689
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 17 Mar 23

DurationReturns
1 Month 0.1%
3 Month 1.9%
6 Month 1.7%
1 Year 1.9%
3 Year 31%
5 Year 16.2%
10 Year
15 Year
Since launch 17.7%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013
Fund Manager information for Parag Parikh Long Term Equity Fund
NameSinceTenure
Raj Mehta27 Jan 167.02 Yr.
Rajeev Thakkar24 May 139.7 Yr.
Raunak Onkar24 May 139.7 Yr.
Rukun Tarachandani16 May 220.72 Yr.

Data below for Parag Parikh Long Term Equity Fund as on 31 Jan 23

Equity Sector Allocation
SectorValue
Financial Services35.5%
Technology11.07%
Consumer Cyclical9.72%
Consumer Defensive7.39%
Communication Services7.3%
Energy6%
Health Care4.9%
Utility4.71%
Basic Materials1.54%
Asset Allocation
Asset ClassValue
Cash11.73%
Equity88.13%
Debt0.13%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFC
8%₹2,351 Cr8,962,504
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 20 | ITC
7%₹2,139 Cr60,698,959
Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | BAJAJHLDNG
7%₹2,123 Cr3,608,668
↑ 33,118
HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 21 | HCLTECH
6%₹1,666 Cr14,849,083
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 14 | ICICIBANK
6%₹1,623 Cr19,505,898
↑ 725,284
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | 532215
5%₹1,566 Cr17,964,011
Coal India Ltd (Energy)
Equity, Since 31 May 22 | COALINDIA
5%₹1,451 Cr64,548,260
↑ 1,200,000
Alphabet Inc Class A (Communication Services)
Equity, Since 31 May 21 | GOOGL
5%₹1,431 Cr1,802,237
Microsoft Corp (Technology)
Equity, Since 30 Apr 20 | MSFT
5%₹1,422 Cr714,866
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Sep 21 | 532898
5%₹1,382 Cr63,775,637

3. 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 16.7% since its launch.  Ranked 63 in Multi Cap category.  Return for 2022 was 14.1% , 2021 was 48.9% and 2020 was 0% .

Below is the key information for Nippon India Multi Cap Fund

Nippon India Multi Cap Fund
Growth
Launch Date 28 Mar 05
NAV (17 Mar 23) ₹161.224 ↑ 1.01   (0.63 %)
Net Assets (Cr) ₹14,030 on 31 Jan 23
Category Equity - Multi Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.91
Sharpe Ratio 0.34
Information Ratio -0.02
Alpha Ratio 9.26
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 18₹10,000
28 Feb 19₹9,741
29 Feb 20₹9,844
28 Feb 21₹12,027
28 Feb 22₹14,937
28 Feb 23₹17,215

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 ₹415,684.
Net Profit of ₹115,684
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 17 Mar 23

DurationReturns
1 Month -2.7%
3 Month -4.4%
6 Month -1.9%
1 Year 9.9%
3 Year 30.7%
5 Year 12.2%
10 Year
15 Year
Since launch 16.7%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 4.6%
Fund Manager information for Nippon India Multi Cap Fund
NameSinceTenure
Sailesh Raj Bhan31 Mar 0517.85 Yr.
Ashutosh Bhargava1 Sep 211.42 Yr.
Kinjal Desai25 May 184.69 Yr.
Akshay Sharma1 Dec 220.17 Yr.

Data below for Nippon India Multi Cap Fund as on 31 Jan 23

Equity Sector Allocation
SectorValue
Financial Services28.5%
Industrials19.87%
Consumer Cyclical19.59%
Technology7.86%
Health Care7.48%
Basic Materials6.01%
Consumer Defensive3.02%
Energy2.68%
Communication Services2.38%
Utility0.87%
Asset Allocation
Asset ClassValue
Cash1.49%
Equity98.51%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK
4%₹609 Cr3,800,448
Linde India Ltd (Basic Materials)
Equity, Since 31 May 13 | 523457
4%₹589 Cr1,774,811
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 10 | LT
4%₹531 Cr2,500,000
↓ -200,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 15 | 532215
4%₹523 Cr6,000,121
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
4%₹516 Cr6,200,000
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 May 14 | 500850
3%₹452 Cr15,000,000
Kennametal India Ltd (Industrials)
Equity, Since 31 Mar 13 | KENNAMET
3%₹442 Cr2,026,242
EIH Ltd (Consumer Cyclical)
Equity, Since 31 Jul 14 | 500840
3%₹397 Cr24,353,076
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 21 | HDFC
3%₹393 Cr1,500,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE
3%₹377 Cr1,600,000
↑ 350,000

4. PGIM India Diversified Equity Fund

To generate income & capital appreciation by predominantly investing in an actively managed diversified portfolio of equity & equity related instruments including derivatives.

PGIM India Diversified Equity Fund is a Equity - Multi Cap fund was launched on 4 Mar 15. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.6% since its launch.  Return for 2022 was -6.4% , 2021 was 43.5% and 2020 was 35.9% .

Below is the key information for PGIM India Diversified Equity Fund

PGIM India Diversified Equity Fund
Growth
Launch Date 4 Mar 15
NAV (17 Mar 23) ₹24.18 ↑ 0.13   (0.54 %)
Net Assets (Cr) ₹5,236 on 31 Jan 23
Category Equity - Multi Cap
AMC Pramerica Asset Managers Private Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 0
Sharpe Ratio -0.69
Information Ratio 0.65
Alpha Ratio -8.5
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
28 Feb 18₹10,000
28 Feb 19₹9,205
29 Feb 20₹10,113
28 Feb 21₹15,071
28 Feb 22₹18,702
28 Feb 23₹18,365

PGIM India Diversified 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 ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for PGIM India Diversified 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 17 Mar 23

DurationReturns
1 Month -3.6%
3 Month -6.4%
6 Month -5.8%
1 Year -5.1%
3 Year 29.4%
5 Year 13.3%
10 Year
15 Year
Since launch 11.6%
Historical performance (Yearly) on absolute basis
YearReturns
2022 -6.4%
2021 43.5%
2020 35.9%
2019 10%
2018 -7.9%
2017 36.6%
2016 -0.6%
2015
2014
2013
Fund Manager information for PGIM India Diversified Equity Fund
NameSinceTenure
Bhupesh Kalyani13 Sep 220.39 Yr.
Aniruddha Naha5 Apr 184.83 Yr.
A. Anandha Padmanabhan1 Jun 211.67 Yr.
Rahul Jagwani12 May 220.73 Yr.

Data below for PGIM India Diversified Equity Fund as on 31 Jan 23

Equity Sector Allocation
SectorValue
Financial Services25.35%
Industrials17.12%
Consumer Cyclical12.66%
Basic Materials6.47%
Health Care6.13%
Consumer Defensive5.15%
Technology4.79%
Communication Services4.34%
Energy4.27%
Utility2.53%
Real Estate0.72%
Asset Allocation
Asset ClassValue
Cash10.47%
Equity89.53%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 22 | HDFCBANK
7%₹343 Cr2,137,565
↓ -550,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
6%₹335 Cr4,030,000
↓ -75,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE
4%₹224 Cr950,000
↑ 100,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 22 | MARUTI
3%₹182 Cr204,300
↑ 69,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 20 | INFY
3%₹181 Cr1,178,743
↑ 200,000
Cummins India Ltd (Industrials)
Equity, Since 31 Oct 21 | 500480
3%₹172 Cr1,200,000
HDFC Life Insurance Company Limited (Financial Services)
Equity, Since 30 Sep 22 | HDFCLIFE
3%₹171 Cr2,950,000
↑ 300,000
ABB India Ltd (Industrials)
Equity, Since 31 May 22 | ABB
3%₹166 Cr585,651
↑ 460,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 22 | HDFC
3%₹164 Cr625,000
↓ -200,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 21 | 532215
3%₹156 Cr1,786,667
↑ 350,000

5. 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 12.5% since its launch.  Return for 2022 was 1.6% , 2021 was 50.8% and 2020 was 16.6% .

Below is the key information for Mahindra Badhat Yojana

Mahindra Badhat Yojana
Growth
Launch Date 11 May 17
NAV (17 Mar 23) ₹19.9292 ↑ 0.08   (0.41 %)
Net Assets (Cr) ₹1,510 on 31 Jan 23
Category Equity - Multi Cap
AMC Mahindra Asset Management Company Pvt. Ltd.
Rating Not Rated
Risk Moderately High
Expense Ratio 2.39
Sharpe Ratio -0.41
Information Ratio 0.16
Alpha Ratio -3.66
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 18₹10,000
28 Feb 19₹9,328
29 Feb 20₹10,522
28 Feb 21₹14,055
28 Feb 22₹18,092
28 Feb 23₹18,376

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 ₹426,080.
Net Profit of ₹126,080
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 17 Mar 23

DurationReturns
1 Month -1.8%
3 Month -6%
6 Month -4.7%
1 Year -1.2%
3 Year 29%
5 Year 13.6%
10 Year
15 Year
Since launch 12.5%
Historical performance (Yearly) on absolute basis
YearReturns
2022 1.6%
2021 50.8%
2020 16.6%
2019 13.8%
2018 -9.9%
2017
2016
2015
2014
2013
Fund Manager information for Mahindra Badhat Yojana
NameSinceTenure
Manish Lodha21 Dec 202.11 Yr.
Fatema Pacha16 Oct 202.3 Yr.

Data below for Mahindra Badhat Yojana as on 31 Jan 23

Equity Sector Allocation
SectorValue
Financial Services27.41%
Industrials20.12%
Technology13.5%
Basic Materials10.27%
Consumer Cyclical9.54%
Communication Services4.17%
Health Care4.07%
Consumer Defensive3.38%
Energy1.98%
Real Estate1.32%
Utility1.01%
Asset Allocation
Asset ClassValue
Cash3.24%
Equity96.76%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 May 18 | INFY
5%₹74 Cr482,850
↑ 36,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 22 | HDFCBANK
4%₹59 Cr365,400
↑ 270,000
Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Jul 22 | 500493
3%₹49 Cr558,000
↓ -45,000
LTIMindtree Ltd (Technology)
Equity, Since 30 Nov 22 | LTIM
3%₹48 Cr109,035
↑ 7,200
State Bank of India (Financial Services)
Equity, Since 31 Oct 18 | SBIN
3%₹44 Cr798,651
↓ -153,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
3%₹43 Cr519,378
↓ -228,522
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Aug 22 | KIRLOSENG
3%₹39 Cr1,233,000
United Spirits Ltd (Consumer Defensive)
Equity, Since 30 Sep 21 | MCDOWELL-N
2%₹36 Cr468,000
Tech Mahindra Ltd (Technology)
Equity, Since 31 Dec 21 | 532755
2%₹36 Cr351,000
↑ 27,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Sep 22 | SUNPHARMA
2%₹34 Cr333,000

6. 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 17.4% since its launch.  Ranked 50 in Multi Cap category.  Return for 2022 was 5.3% , 2021 was 40.3% and 2020 was 16% .

Below is the key information for Franklin India Equity Fund

Franklin India Equity Fund
Growth
Launch Date 29 Sep 94
NAV (17 Mar 23) ₹960.876 ↑ 7.10   (0.74 %)
Net Assets (Cr) ₹10,139 on 31 Jan 23
Category Equity - Multi Cap
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 1.84
Sharpe Ratio -0.21
Information Ratio 0.34
Alpha Ratio -0.96
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.

DateValue
28 Feb 18₹10,000
28 Feb 19₹9,647
29 Feb 20₹9,523
28 Feb 21₹13,190
28 Feb 22₹15,902
28 Feb 23₹16,501

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 ₹405,518.
Net Profit of ₹105,518
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 17 Mar 23

DurationReturns
1 Month -2.7%
3 Month -6.5%
6 Month -2.3%
1 Year 1.8%
3 Year 28.4%
5 Year 11.1%
10 Year
15 Year
Since launch 17.4%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 5.5%
Fund Manager information for Franklin India Equity Fund
NameSinceTenure
Anand Radhakrishnan1 Feb 1112.01 Yr.
R. Janakiraman1 Feb 1112.01 Yr.
Sandeep Manam18 Oct 211.29 Yr.

Data below for Franklin India Equity Fund as on 31 Jan 23

Equity Sector Allocation
SectorValue
Financial Services31.57%
Technology10.99%
Industrials10.93%
Consumer Cyclical9.39%
Consumer Defensive8.68%
Basic Materials7.35%
Utility5.18%
Communication Services5.09%
Energy3.32%
Health Care2.72%
Asset Allocation
Asset ClassValue
Cash4.78%
Equity95.22%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK
9%₹882 Cr5,500,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK
8%₹832 Cr10,000,000
Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY
6%₹614 Cr4,000,000
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 532215
6%₹601 Cr6,900,000
↓ -900,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | LT
5%₹531 Cr2,500,000
↓ -130,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | BHARTIARTL
5%₹516 Cr6,700,000
↑ 200,000
State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN
3%₹351 Cr6,350,000
HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 13 | HCLTECH
3%₹314 Cr2,800,000
Grasim Industries Ltd (Basic Materials)
Equity, Since 31 Jan 19 | GRASIM
3%₹270 Cr1,700,000
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Aug 19 | MCDOWELL-N
3%₹269 Cr3,500,000
↑ 150,000

7. 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 15.5% since its launch.  Ranked 37 in Multi Cap category.  Return for 2022 was -3% , 2021 was 47.9% and 2020 was 19.5% .

Below is the key information for Baroda Pioneer Multi Cap Fund

Baroda Pioneer Multi Cap Fund
Growth
Launch Date 12 Sep 03
NAV (17 Mar 23) ₹164.961 ↑ 1.17   (0.71 %)
Net Assets (Cr) ₹1,656 on 31 Jan 23
Category Equity - Multi Cap
AMC Baroda Pioneer Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.37
Sharpe Ratio -0.32
Information Ratio 0.05
Alpha Ratio -2.16
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 18₹10,000
28 Feb 19₹9,231
29 Feb 20₹9,854
28 Feb 21₹13,037
28 Feb 22₹16,462
28 Feb 23₹16,924

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 ₹405,518.
Net Profit of ₹105,518
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 17 Mar 23

DurationReturns
1 Month -4.4%
3 Month -5.5%
6 Month -3.3%
1 Year -2.5%
3 Year 26.6%
5 Year 11.2%
10 Year
15 Year
Since launch 15.5%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 3.6%
Fund Manager information for Baroda Pioneer Multi Cap Fund
NameSinceTenure
Sanjay Chawla1 Nov 157.26 Yr.
Sandeep Jain14 Mar 220.89 Yr.

Data below for Baroda Pioneer Multi Cap Fund as on 31 Jan 23

Equity Sector Allocation
SectorValue
Financial Services24.12%
Consumer Cyclical12.83%
Technology10.98%
Industrials10.51%
Basic Materials10.25%
Health Care9.7%
Energy5.06%
Consumer Defensive3.57%
Real Estate3.54%
Communication Services3.39%
Utility1.86%
Asset Allocation
Asset ClassValue
Cash3.45%
Equity96.55%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK
5%₹89 Cr1,064,815
↓ -50,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | HDFCBANK
5%₹76 Cr475,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
4%₹65 Cr275,000
J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 21 | JBCHEPHARM
3%₹46 Cr224,384
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 23 | TCS
3%₹42 Cr125,000
↑ 125,000
Infosys Ltd (Technology)
Equity, Since 31 Jan 18 | INFY
3%₹42 Cr273,000
↓ -295,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Nov 20 | SUNPHARMA
2%₹40 Cr390,000
↓ -50,000
Five-Star Business Finance Ltd (Financial Services)
Equity, Since 30 Nov 22 | 543663
2%₹39 Cr647,870
↓ -50,000
Bank of Baroda (Financial Services)
Equity, Since 30 Jun 21 | 532134
2%₹39 Cr2,310,000
INOX Leisure Ltd (Communication Services)
Equity, Since 30 Nov 20 | INOXLEISUR
2%₹38 Cr750,000
↓ -50,000

8. 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 14.3% since its launch.  Ranked 49 in Multi Cap category.  Return for 2022 was 4.7% , 2021 was 36.4% and 2020 was 9.2% .

Below is the key information for ICICI Prudential Multicap Fund

ICICI Prudential Multicap Fund
Growth
Launch Date 1 Oct 94
NAV (17 Mar 23) ₹449.15 ↑ 1.68   (0.38 %)
Net Assets (Cr) ₹6,947 on 31 Jan 23
Category Equity - Multi Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.97
Sharpe Ratio -0.09
Information Ratio -0.58
Alpha Ratio 1.51
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 18₹10,000
28 Feb 19₹10,019
29 Feb 20₹10,069
28 Feb 21₹13,145
28 Feb 22₹15,395
28 Feb 23₹16,521

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 ₹395,578.
Net Profit of ₹95,578
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 17 Mar 23

DurationReturns
1 Month -3.4%
3 Month -5.3%
6 Month -1.7%
1 Year 4%
3 Year 26.6%
5 Year 10.7%
10 Year
15 Year
Since launch 14.3%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 6.4%
Fund Manager information for ICICI Prudential Multicap Fund
NameSinceTenure
Sankaran Naren1 Jul 220.59 Yr.
Anand Sharma1 Jul 220.59 Yr.
Sharmila D’mello31 Jul 220.51 Yr.

Data below for ICICI Prudential Multicap Fund as on 31 Jan 23

Equity Sector Allocation
SectorValue
Financial Services25.1%
Consumer Cyclical19.69%
Industrials13.66%
Health Care6.55%
Consumer Defensive5.71%
Technology5.62%
Energy4.94%
Basic Materials4.1%
Utility3.59%
Communication Services3.56%
Real Estate1.78%
Asset Allocation
Asset ClassValue
Cash4.9%
Equity95.09%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
6%₹441 Cr5,298,984
↑ 206,109
Infosys Ltd (Technology)
Equity, Since 31 Oct 18 | INFY
3%₹220 Cr1,433,788
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | HDFCBANK
3%₹209 Cr1,304,418
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE
3%₹196 Cr831,578
↑ 441,721
ITC Ltd (Consumer Defensive)
Equity, Since 31 Dec 22 | ITC
3%₹195 Cr5,520,749
↑ 4,336,798
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Apr 17 | SUNPHARMA
3%₹181 Cr1,754,367
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | 532343
3%₹175 Cr1,686,148
NTPC Ltd (Utilities)
Equity, Since 31 Oct 22 | 532555
2%₹147 Cr8,581,790
Cummins India Ltd (Industrials)
Equity, Since 31 Jan 22 | 500480
2%₹137 Cr954,984
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 19 | LT
2%₹126 Cr594,274
↓ -29,489

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 14.9% since its launch.  Ranked 12 in Multi Cap category.  Return for 2022 was -1.6% , 2021 was 46.3% and 2020 was 15% .

Below is the key information for Principal Multi Cap Growth Fund

Principal Multi Cap Growth Fund
Growth
Launch Date 25 Oct 00
NAV (17 Mar 23) ₹225.362 ↑ 1.13   (0.50 %)
Net Assets (Cr) ₹1,804 on 31 Jan 23
Category Equity - Multi Cap
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.33
Sharpe Ratio -0.52
Information Ratio -0.28
Alpha Ratio -4.95
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 18₹10,000
28 Feb 19₹9,080
29 Feb 20₹9,591
28 Feb 21₹12,207
28 Feb 22₹15,706
28 Feb 23₹15,707

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 ₹385,859.
Net Profit of ₹85,859
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 17 Mar 23

DurationReturns
1 Month -4%
3 Month -6.6%
6 Month -8%
1 Year -3.8%
3 Year 25.6%
5 Year 9.8%
10 Year
15 Year
Since launch 14.9%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 8.3%
Fund Manager information for Principal Multi Cap Growth Fund
NameSinceTenure
Ratish Varier1 Jan 221.08 Yr.
Sudhir Kedia1 Jan 221.08 Yr.

Data below for Principal Multi Cap Growth Fund as on 31 Jan 23

Equity Sector Allocation
SectorValue
Financial Services27.94%
Industrials16.55%
Consumer Cyclical14.08%
Basic Materials7.51%
Health Care6.92%
Technology6.18%
Consumer Defensive5.72%
Energy5.52%
Communication Services3.76%
Real Estate1.9%
Asset Allocation
Asset ClassValue
Cash3.67%
Equity96.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 05 | RELIANCE
6%₹100 Cr422,955
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
5%₹90 Cr1,079,458
↑ 100,000
State Bank of India (Financial Services)
Equity, Since 30 Nov 08 | SBIN
5%₹87 Cr1,580,122
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK
5%₹85 Cr530,246
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
4%₹71 Cr462,087
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 17 | 532215
4%₹66 Cr754,268
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Dec 21 | HINDUNILVR
2%₹45 Cr172,869
↓ -37,384
Suven Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 22 | SUVENPHAR
2%₹43 Cr878,213
ICRA Ltd (Financial Services)
Equity, Since 30 Apr 22 | ICRA
2%₹42 Cr94,134
↓ -3,309
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | CROMPTON
2%₹41 Cr1,234,611

डायवर्सिफाइड फंड्स में ऑनलाइन निवेश कैसे करें?

  1. Fincash.com पर आजीवन मुफ्त निवेश खाता खोलें।

  2. अपना पंजीकरण और केवाईसी प्रक्रिया पूरी करें

  3. Upload Documents (PAN, Aadhaar, etc.). और, आप निवेश करने के लिए तैयार हैं!

    शुरू हो जाओ

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।
How helpful was this page ?
Rated 4.6, based on 29 reviews.
POST A COMMENT

Unknown, posted on 6 May 19 12:47 PM

Relevant and useful .

1 - 1 of 1