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2022 में निवेश करने के लिए सर्वश्रेष्ठ विविध म्युचुअल फंड
विविध निधि, जिसे मल्टी कैप फंड के रूप में भी जाना जाता है, एक वर्ग हैइक्विटी फ़ंड. उच्च जोखिम लेने वाले निवेशक जो इक्विटी में एक्सपोजर लेना चाहते हैं, आमतौर पर इसका झुकाव होता हैनिवेश विविध निधियों में। जैसा कि, डायवर्सिफाइड फंड्स में निवेश होता हैमंडी कैप जैसे - लार्ज कैप, मिड कैप औरछोटी टोपी.
फंड मैनेजर के विचार के आधार पर मल्टी कैप, फ्लेक्सी कैप या डायवर्सिफाइड स्कीमों को अलग-अलग मार्केट कैपिटलाइज़ेशन में स्टॉक में निवेश करना चाहिए। प्रत्येक मार्केट कैप के लिए आवंटन योजना से योजना में भिन्न होता है। कुछ योजनाओं का एक निश्चित अनुपात होता है और कुछ इसे बाजार की स्थितियों के आधार पर गतिशील रूप से बदलते हैं।
इनम्यूचुअल फंड्स अपनानामूल्य निवेश रणनीति जहां वे उन कंपनियों के शेयरों को खरीदते हैं जो उनके पिछले प्रदर्शन की तुलना में अपेक्षाकृत कम हैं,पुस्तक मूल्य,आय, और अन्य मान पैरामीटर।
में निवेश करकेबेस्ट डायवर्सिफाइड इक्विटी फंड, निवेशक थोड़ा अधिक स्थिर रिटर्न अर्जित कर सकते हैं, हालांकि, वे अभी भी एक अशांत बाजार की स्थिति के दौरान इक्विटी की अस्थिरता से प्रभावित होंगे। डायवर्सिफाइड फंड उन निवेशकों के लिए अच्छे हैं जो इसमें निवेश करने के लिए ज्यादा जोखिम लेने को तैयार नहीं हैंछोटे स्टॉक, लेकिन फिर भी उभरते शेयरों से अतिरिक्त उच्च रिटर्न की एक किक चाहता है। व्यक्ति को कम से मध्यम होने की स्थिति में डायवर्सिफाइड इक्विटी फंड में निवेश करना चाहिएजोखिम प्रोफाइल.
एक अच्छे डायवर्सिफाइड इक्विटी फंड के चयन की प्रक्रिया को आसान बनाने के लिए, हमने कुछ पूर्व-चयनित शीर्ष और सर्वश्रेष्ठ डायवर्सिफाइड इक्विटी फंडों के साथ आवश्यक मानदंड सूचीबद्ध किए हैं - जिन्हें निवेशक अपनी निवेश यात्रा के दौरान ध्यान में रख सकते हैं।
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9 बेस्ट परफॉर्मिंग डायवर्सिफाइड फंड्स FY 22 - 23
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Nippon India Multi Cap Fund Growth ₹302.743
↑ 0.93 ₹43,483 12.6 4.3 5.2 30.2 32.3 25.8 Motilal Oswal Multicap 35 Fund Growth ₹62.8928
↑ 0.15 ₹13,023 10.3 -0.9 13.6 28.5 22.1 45.7 JM Multicap Fund Growth ₹99.4351
↑ 0.74 ₹5,917 8.9 -4.4 -2.8 28.4 27.2 33.3 HDFC Equity Fund Growth ₹2,007.18
↑ 8.52 ₹75,784 8.5 7.5 10.8 27.9 29.8 23.5 ICICI Prudential Multicap Fund Growth ₹802.1
↑ 2.80 ₹15,095 9.2 4.8 6.9 25.6 26.4 20.7 Mahindra Badhat Yojana Growth ₹35.8727
↑ 0.16 ₹5,408 12.1 3.1 4.9 25.5 27.7 23.4 Invesco India Multicap Fund Growth ₹133.97
↑ 0.46 ₹4,003 11.2 -1.4 8.3 25.1 25.4 29.8 Franklin India Equity Fund Growth ₹1,676.69
↑ 8.07 ₹18,679 9.9 3.9 7.2 24.6 26.7 21.8 Baroda Pioneer Multi Cap Fund Growth ₹286.465
↑ 1.20 ₹2,840 8.6 -3.4 3.4 23.8 26.5 31.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jun 25 मल्टीकैप एयूएम/नेट एसेट्स वाले म्युचुअल फंड >500 करोड़, पर क्रमबद्ध3 सालसीएजीआर रिटर्न.
(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 Below is the key information for Nippon India 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. Motilal Oswal Multicap 35 Fund is a Equity - Multi Cap fund was launched on 28 Apr 14. It is a fund with Moderately High risk and has given a Below is the key information for Motilal Oswal Multicap 35 Fund Returns up to 1 year are on (Erstwhile JM Multi Strategy Fund) The investment objective of the Scheme is to provide capital appreciation by investing in equity and equity related securities using a combination of strategies. 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 Below is the key information for JM Multicap Fund Returns up to 1 year are on 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 Below is the key information for HDFC 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. 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 Below is the key information for ICICI Prudential Multicap Fund Returns up to 1 year are on The investment objective of the Scheme is to provide medium to long term capital appreciation through appropriate diversification and taking low risk on business quality. The diversified portfolio would predominantly consist of equity and equity related securities including derivatives. However, there can be no assurance that the investment objective of the Scheme will be achieved. 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 Below is the key information for Mahindra Badhat Yojana Returns up to 1 year are on (Erstwhile Invesco India Mid N Small Cap Fund) The investment objective of the Scheme is to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of mid and small cap companies. Invesco India Multicap Fund is a Equity - Multi Cap fund was launched on 17 Mar 08. It is a fund with Moderately High risk and has given a Below is the key information for Invesco India Multicap Fund Returns up to 1 year are on (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 Below is the key information for Franklin India Equity 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. 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 Below is the key information for Baroda Pioneer Multi Cap Fund Returns up to 1 year are on 1. Nippon India Multi Cap Fund
CAGR/Annualized return of 18.3% since its launch. Ranked 63 in Multi Cap category. Return for 2024 was 25.8% , 2023 was 38.1% and 2022 was 14.1% . Nippon India Multi Cap Fund
Growth Launch Date 28 Mar 05 NAV (27 Jun 25) ₹302.743 ↑ 0.93 (0.31 %) Net Assets (Cr) ₹43,483 on 31 May 25 Category Equity - Multi Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 1.68 Sharpe Ratio 0.22 Information Ratio 1.22 Alpha Ratio 0.26 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.
Date Value 31 May 20 ₹10,000 31 May 21 ₹18,151 31 May 22 ₹21,564 31 May 23 ₹26,981 31 May 24 ₹40,450 31 May 25 ₹44,275 Returns for Nippon India Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jun 25 Duration Returns 1 Month 2.8% 3 Month 12.6% 6 Month 4.3% 1 Year 5.2% 3 Year 30.2% 5 Year 32.3% 10 Year 15 Year Since launch 18.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 25.8% 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% Fund Manager information for Nippon India Multi Cap Fund
Name Since Tenure Sailesh Raj Bhan 31 Mar 05 20.18 Yr. Ashutosh Bhargava 1 Sep 21 3.75 Yr. Kinjal Desai 25 May 18 7.02 Yr. Data below for Nippon India Multi Cap Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 31.18% Consumer Cyclical 19.76% Industrials 16.48% Health Care 6.29% Utility 5.88% Basic Materials 5.55% Technology 3.58% Energy 3.51% Consumer Defensive 2.77% Communication Services 1.48% Real Estate 0.17% Asset Allocation
Asset Class Value Cash 3.13% Equity 96.87% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK6% ₹2,560 Cr 13,300,448 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 15 | 5322154% ₹1,789 Cr 15,099,895
↑ 500,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK4% ₹1,638 Cr 11,481,360 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE4% ₹1,415 Cr 10,068,975 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 22 | 5000343% ₹1,147 Cr 1,328,197 Max Financial Services Ltd (Financial Services)
Equity, Since 31 Mar 12 | 5002713% ₹1,044 Cr 8,000,000 NTPC Ltd (Utilities)
Equity, Since 30 Jun 23 | 5325553% ₹1,021 Cr 28,791,467 GE Vernova T&D India Ltd (Industrials)
Equity, Since 31 May 12 | 5222753% ₹1,020 Cr 6,511,517 Linde India Ltd (Basic Materials)
Equity, Since 31 May 13 | 5234572% ₹966 Cr 1,524,539 State Bank of India (Financial Services)
Equity, Since 31 Mar 05 | SBIN2% ₹915 Cr 11,600,000 2. Motilal Oswal Multicap 35 Fund
CAGR/Annualized return of 17.9% since its launch. Ranked 5 in Multi Cap category. Return for 2024 was 45.7% , 2023 was 31% and 2022 was -3% . Motilal Oswal Multicap 35 Fund
Growth Launch Date 28 Apr 14 NAV (27 Jun 25) ₹62.8928 ↑ 0.15 (0.23 %) Net Assets (Cr) ₹13,023 on 31 May 25 Category Equity - Multi Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 0.94 Sharpe Ratio 0.6 Information Ratio 0.67 Alpha Ratio 9.7 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 20 ₹10,000 31 May 21 ₹15,277 31 May 22 ₹14,553 31 May 23 ₹16,190 31 May 24 ₹23,601 31 May 25 ₹28,151 Returns for Motilal Oswal Multicap 35 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jun 25 Duration Returns 1 Month 4.4% 3 Month 10.3% 6 Month -0.9% 1 Year 13.6% 3 Year 28.5% 5 Year 22.1% 10 Year 15 Year Since launch 17.9% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 14.6% Fund Manager information for Motilal Oswal Multicap 35 Fund
Name Since Tenure Ajay Khandelwal 1 Oct 24 0.66 Yr. Niket Shah 1 Jul 22 2.92 Yr. Rakesh Shetty 22 Nov 22 2.52 Yr. Atul Mehra 1 Oct 24 0.66 Yr. Sunil Sawant 1 Jul 24 0.92 Yr. Data below for Motilal Oswal Multicap 35 Fund as on 31 May 25
Equity Sector Allocation
Sector Value Technology 22.43% Industrials 18.22% Consumer Cyclical 17.08% Financial Services 8.53% Communication Services 8.52% Health Care 1.73% Consumer Defensive 0.54% Asset Allocation
Asset Class Value Cash 23.56% Equity 76.44% Top Securities Holdings / Portfolio
Name Holding Value Quantity Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE11% ₹1,389 Cr 1,625,000
↓ -100,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 23 | PERSISTENT10% ₹1,240 Cr 2,200,000 Polycab India Ltd (Industrials)
Equity, Since 31 Jan 24 | POLYCAB9% ₹1,164 Cr 1,942,305
↓ -57,570 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | KALYANKJIL8% ₹1,009 Cr 18,000,000
↑ 114,380 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Jan 25 | CGPOWER6% ₹841 Cr 12,250,000
↑ 175,830 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 23 | TRENT6% ₹787 Cr 1,394,889 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | CHOLAFIN6% ₹720 Cr 4,500,000 Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Apr 24 | 8901575% ₹701 Cr 4,999,500 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 25 | 5433203% ₹413 Cr 17,331,906
↑ 17,331,906 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 25 | BHARTIARTL3% ₹409 Cr 2,200,826
↑ 2,200,826 3. JM Multicap Fund
CAGR/Annualized return of 14.7% since its launch. Ranked 16 in Multi Cap category. Return for 2024 was 33.3% , 2023 was 40% and 2022 was 7.8% . JM Multicap Fund
Growth Launch Date 23 Sep 08 NAV (27 Jun 25) ₹99.4351 ↑ 0.74 (0.75 %) Net Assets (Cr) ₹5,917 on 31 May 25 Category Equity - Multi Cap AMC JM Financial Asset Management Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.17 Sharpe Ratio -0.16 Information Ratio 1.2 Alpha Ratio -6.05 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-60 Days (1%),60 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 20 ₹10,000 31 May 21 ₹15,789 31 May 22 ₹17,411 31 May 23 ₹21,072 31 May 24 ₹33,949 31 May 25 ₹34,619 Returns for JM Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jun 25 Duration Returns 1 Month 3.1% 3 Month 8.9% 6 Month -4.4% 1 Year -2.8% 3 Year 28.4% 5 Year 27.2% 10 Year 15 Year Since launch 14.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 33.3% 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% Fund Manager information for JM Multicap Fund
Name Since Tenure Satish Ramanathan 20 Aug 21 3.78 Yr. Asit Bhandarkar 1 Oct 24 0.66 Yr. Ruchi Fozdar 4 Oct 24 0.66 Yr. Deepak Gupta 11 Apr 25 0.14 Yr. Data below for JM Multicap Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 28.77% Consumer Cyclical 14.27% Industrials 13.39% Technology 9.62% Health Care 8.26% Basic Materials 7.79% Consumer Defensive 6.48% Communication Services 3.41% Energy 3.24% Utility 3.08% Asset Allocation
Asset Class Value Cash 1.68% Equity 98.32% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | HDFCBANK6% ₹325 Cr 1,690,162
↓ -340,338 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | ICICIBANK5% ₹300 Cr 2,100,000
↓ -25,800 Tech Mahindra Ltd (Technology)
Equity, Since 31 Jul 24 | 5327554% ₹239 Cr 1,588,515
↑ 800,000 Godfrey Phillips India Ltd (Consumer Defensive)
Equity, Since 28 Feb 25 | GODFRYPHLP4% ₹203 Cr 250,452
↑ 31,672 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL3% ₹192 Cr 1,030,000
↑ 200,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN3% ₹183 Cr 2,325,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT3% ₹175 Cr 525,247
↑ 212,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | KOTAKBANK3% ₹160 Cr 725,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | MARUTI3% ₹155 Cr 126,679
↑ 10,000 REC Ltd (Financial Services)
Equity, Since 30 Nov 22 | 5329553% ₹149 Cr 3,555,834 4. HDFC Equity Fund
CAGR/Annualized return of 19% since its launch. Ranked 34 in Multi Cap category. Return for 2024 was 23.5% , 2023 was 30.6% and 2022 was 18.3% . HDFC Equity Fund
Growth Launch Date 1 Jan 95 NAV (27 Jun 25) ₹2,007.18 ↑ 8.52 (0.43 %) Net Assets (Cr) ₹75,784 on 31 May 25 Category Equity - Multi Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.56 Sharpe Ratio 0.64 Information Ratio 1.7 Alpha Ratio 5.66 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 20 ₹10,000 31 May 21 ₹17,533 31 May 22 ₹19,969 31 May 23 ₹23,944 31 May 24 ₹33,893 31 May 25 ₹38,956 Returns for HDFC Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jun 25 Duration Returns 1 Month 2.9% 3 Month 8.5% 6 Month 7.5% 1 Year 10.8% 3 Year 27.9% 5 Year 29.8% 10 Year 15 Year Since launch 19% Historical performance (Yearly) on absolute basis
Year Returns 2024 23.5% 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% Fund Manager information for HDFC Equity Fund
Name Since Tenure Roshi Jain 29 Jul 22 2.84 Yr. Dhruv Muchhal 22 Jun 23 1.94 Yr. Data below for HDFC Equity Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 39.52% Consumer Cyclical 15.2% Health Care 9.18% Industrials 5.4% Technology 5.11% Basic Materials 4.78% Real Estate 3.24% Communication Services 3.22% Utility 1.97% Consumer Defensive 1.2% Energy 0.61% Asset Allocation
Asset Class Value Cash 9.86% Equity 89.44% Debt 0.7% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK9% ₹6,992 Cr 49,000,000
↓ -500,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | HDFCBANK9% ₹6,930 Cr 36,000,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 17 | 5322158% ₹6,281 Cr 53,000,000
↓ -3,000,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 23 | KOTAKBANK5% ₹3,643 Cr 16,500,000 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Mar 21 | SBILIFE5% ₹3,443 Cr 19,500,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | MARUTI4% ₹3,064 Cr 2,500,000 Cipla Ltd (Healthcare)
Equity, Since 30 Sep 12 | 5000874% ₹3,054 Cr 19,700,000
↑ 500,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 20 | BHARTIARTL3% ₹2,144 Cr 11,500,000
↓ -1,300,000 HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH3% ₹1,960 Cr 12,501,855
↑ 501,855 Piramal Pharma Ltd (Healthcare)
Equity, Since 31 Dec 23 | 5436352% ₹1,717 Cr 81,356,883
↑ 123,745 5. ICICI Prudential Multicap Fund
CAGR/Annualized return of 15.3% since its launch. Ranked 49 in Multi Cap category. Return for 2024 was 20.7% , 2023 was 35.4% and 2022 was 4.7% . ICICI Prudential Multicap Fund
Growth Launch Date 1 Oct 94 NAV (27 Jun 25) ₹802.1 ↑ 2.80 (0.35 %) Net Assets (Cr) ₹15,095 on 31 May 25 Category Equity - Multi Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.95 Sharpe Ratio 0.36 Information Ratio 0.56 Alpha Ratio 2.59 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-18 Months (1%),18 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 20 ₹10,000 31 May 21 ₹16,886 31 May 22 ₹18,055 31 May 23 ₹21,159 31 May 24 ₹30,297 31 May 25 ₹33,909 Returns for ICICI Prudential Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jun 25 Duration Returns 1 Month 2.4% 3 Month 9.2% 6 Month 4.8% 1 Year 6.9% 3 Year 25.6% 5 Year 26.4% 10 Year 15 Year Since launch 15.3% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 3.1% Fund Manager information for ICICI Prudential Multicap Fund
Name Since Tenure Anand Sharma 1 Jul 22 2.92 Yr. Sharmila D’mello 31 Jul 22 2.84 Yr. Data below for ICICI Prudential Multicap Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 25.81% Industrials 11.73% Basic Materials 10.7% Consumer Cyclical 10.2% Health Care 7.2% Energy 6.71% Consumer Defensive 5.38% Communication Services 4.66% Technology 3.6% Utility 2.22% Real Estate 1.96% Asset Allocation
Asset Class Value Cash 9.83% Equity 90.17% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK6% ₹856 Cr 6,001,508 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE4% ₹601 Cr 4,274,994
↑ 118,547 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | HDFCBANK4% ₹540 Cr 2,805,411
↓ -660,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | 5322153% ₹498 Cr 4,201,052 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Apr 17 | SUNPHARMA3% ₹375 Cr 2,046,140
↑ 219,559 Infosys Ltd (Technology)
Equity, Since 31 Oct 18 | INFY2% ₹330 Cr 2,199,373 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 19 | LT2% ₹309 Cr 925,359
↑ 93,558 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 22 | MARUTI2% ₹255 Cr 207,755
↑ 12,402 State Bank of India (Financial Services)
Equity, Since 30 Sep 24 | SBIN2% ₹246 Cr 3,117,450
↓ -332,199 AWL Agri Business Ltd (Consumer Defensive)
Equity, Since 31 Jan 25 | 5434582% ₹235 Cr 8,789,951
↓ -210,049 6. Mahindra Badhat Yojana
CAGR/Annualized return of 17% since its launch. Return for 2024 was 23.4% , 2023 was 34.2% and 2022 was 1.6% . Mahindra Badhat Yojana
Growth Launch Date 11 May 17 NAV (27 Jun 25) ₹35.8727 ↑ 0.16 (0.46 %) Net Assets (Cr) ₹5,408 on 31 May 25 Category Equity - Multi Cap AMC Mahindra Asset Management Company Pvt. Ltd. Rating Risk Moderately High Expense Ratio 1.96 Sharpe Ratio 0.12 Information Ratio -0.01 Alpha Ratio -1.56 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 20 ₹10,000 31 May 21 ₹17,617 31 May 22 ₹19,730 31 May 23 ₹22,182 31 May 24 ₹32,593 31 May 25 ₹35,046 Returns for Mahindra Badhat Yojana
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jun 25 Duration Returns 1 Month 5% 3 Month 12.1% 6 Month 3.1% 1 Year 4.9% 3 Year 25.5% 5 Year 27.7% 10 Year 15 Year Since launch 17% Historical performance (Yearly) on absolute basis
Year Returns 2024 23.4% 2023 34.2% 2022 1.6% 2021 50.8% 2020 16.6% 2019 13.8% 2018 -9.9% 2017 2016 2015 Fund Manager information for Mahindra Badhat Yojana
Name Since Tenure Manish Lodha 21 Dec 20 4.44 Yr. Fatema Pacha 16 Oct 20 4.63 Yr. Data below for Mahindra Badhat Yojana as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 32.27% Consumer Cyclical 13.04% Industrials 11.78% Health Care 9% Basic Materials 8.69% Technology 7.07% Communication Services 6.3% Energy 3.41% Utility 2.41% Consumer Defensive 1.56% Asset Allocation
Asset Class Value Cash 4.48% Equity 95.52% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | HDFCBANK5% ₹232 Cr 1,205,000
↓ -316,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 24 | 5000344% ₹193 Cr 223,100
↓ -1,900 Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 31 Jan 25 | 5348164% ₹183 Cr 4,490,000
↑ 35,000 Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Apr 23 | DIVISLAB3% ₹175 Cr 287,000
↓ -10,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 24 | RELIANCE3% ₹157 Cr 1,115,000
↓ -370,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Aug 24 | INDIGO3% ₹151 Cr 287,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 28 Feb 25 | 5325383% ₹130 Cr 111,500
↑ 3,500 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 24 | BHARTIARTL2% ₹124 Cr 665,000
↑ 17,000 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | 5002512% ₹119 Cr 230,300
↑ 6,200 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 25 | 5322152% ₹116 Cr 980,000
↑ 260,000 7. Invesco India Multicap Fund
CAGR/Annualized return of 16.2% since its launch. Ranked 37 in Multi Cap category. Return for 2024 was 29.8% , 2023 was 31.8% and 2022 was -2.2% . Invesco India Multicap Fund
Growth Launch Date 17 Mar 08 NAV (27 Jun 25) ₹133.97 ↑ 0.46 (0.34 %) Net Assets (Cr) ₹4,003 on 31 May 25 Category Equity - Multi Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.95 Sharpe Ratio 0.38 Information Ratio 0.12 Alpha Ratio 3.49 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 20 ₹10,000 31 May 21 ₹17,144 31 May 22 ₹17,748 31 May 23 ₹20,316 31 May 24 ₹28,268 31 May 25 ₹31,939 Returns for Invesco India Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jun 25 Duration Returns 1 Month 3.6% 3 Month 11.2% 6 Month -1.4% 1 Year 8.3% 3 Year 25.1% 5 Year 25.4% 10 Year 15 Year Since launch 16.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 29.8% 2023 31.8% 2022 -2.2% 2021 40.7% 2020 18.8% 2019 4.6% 2018 -12.5% 2017 46.2% 2016 0.7% 2015 6.7% Fund Manager information for Invesco India Multicap Fund
Name Since Tenure Amit Nigam 3 Sep 20 4.74 Yr. Dhimant Kothari 1 Dec 23 1.5 Yr. Data below for Invesco India Multicap Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 20.06% Industrials 15.01% Consumer Cyclical 14.72% Health Care 11.59% Basic Materials 10.77% Technology 9.49% Consumer Defensive 8.9% Communication Services 2.79% Utility 2.3% Real Estate 1.97% Asset Allocation
Asset Class Value Cash 2.42% Equity 97.58% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK6% ₹215 Cr 1,508,652
↑ 89,076 Infosys Ltd (Technology)
Equity, Since 30 Jun 24 | INFY5% ₹198 Cr 1,320,399
↑ 51,984 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | HDFCBANK5% ₹173 Cr 897,791
↑ 191,465 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | 5002513% ₹132 Cr 255,527
↑ 8,821 Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Apr 24 | 8901573% ₹105 Cr 746,084
↑ 65,259 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Aug 24 | POWERINDIA3% ₹104 Cr 71,510
↓ -12,757 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Apr 21 | CHOLAFIN3% ₹103 Cr 688,893
↑ 44,486 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Sep 24 | VBL2% ₹89 Cr 1,701,656 Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 30 Jun 24 | 5008002% ₹82 Cr 699,807 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 20 | BEL2% ₹78 Cr 2,467,557 8. Franklin India Equity Fund
CAGR/Annualized return of 18.1% since its launch. Ranked 50 in Multi Cap category. Return for 2024 was 21.8% , 2023 was 30.8% and 2022 was 5.3% . Franklin India Equity Fund
Growth Launch Date 29 Sep 94 NAV (27 Jun 25) ₹1,676.69 ↑ 8.07 (0.48 %) Net Assets (Cr) ₹18,679 on 31 May 25 Category Equity - Multi Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio 0.32 Information Ratio 0.99 Alpha Ratio 1.89 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 20 ₹10,000 31 May 21 ₹17,405 31 May 22 ₹19,244 31 May 23 ₹21,896 31 May 24 ₹30,946 31 May 25 ₹34,339 Returns for Franklin India Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jun 25 Duration Returns 1 Month 3.5% 3 Month 9.9% 6 Month 3.9% 1 Year 7.2% 3 Year 24.6% 5 Year 26.7% 10 Year 15 Year Since launch 18.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 21.8% 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% Fund Manager information for Franklin India Equity Fund
Name Since Tenure R. Janakiraman 1 Feb 11 14.34 Yr. Sandeep Manam 18 Oct 21 3.62 Yr. Rajasa Kakulavarapu 1 Dec 23 1.5 Yr. Data below for Franklin India Equity Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 29.33% Consumer Cyclical 11.91% Industrials 10.35% Technology 7.72% Health Care 7.5% Communication Services 6.11% Consumer Defensive 5.4% Utility 5.26% Basic Materials 4.15% Energy 3.18% Real Estate 2.21% Asset Allocation
Asset Class Value Cash 6.88% Equity 93.12% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK9% ₹1,624 Cr 8,434,642 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK9% ₹1,557 Cr 10,908,206 Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | BHARTIARTL5% ₹915 Cr 4,904,822 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 5322154% ₹718 Cr 6,061,448 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | LT4% ₹712 Cr 2,131,779 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY4% ₹694 Cr 4,627,000 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE3% ₹579 Cr 4,119,026
↑ 335,000 HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 13 | HCLTECH3% ₹557 Cr 3,555,589 United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Aug 19 | UNITDSPR3% ₹540 Cr 3,452,563 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | KOTAKBANK3% ₹536 Cr 2,429,027
↑ 405,369 9. Baroda Pioneer Multi Cap Fund
CAGR/Annualized return of 16.6% since its launch. Ranked 37 in Multi Cap category. Return for 2024 was 31.7% , 2023 was 30.8% and 2022 was -3% . Baroda Pioneer Multi Cap Fund
Growth Launch Date 12 Sep 03 NAV (27 Jun 25) ₹286.465 ↑ 1.20 (0.42 %) Net Assets (Cr) ₹2,840 on 31 May 25 Category Equity - Multi Cap AMC Baroda Pioneer Asset Management Co. Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 2.09 Sharpe Ratio 0.11 Information Ratio 0 Alpha Ratio -1.7 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 31 May 20 ₹10,000 31 May 21 ₹16,917 31 May 22 ₹18,934 31 May 23 ₹21,883 31 May 24 ₹31,390 31 May 25 ₹33,657 Returns for Baroda Pioneer Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Jun 25 Duration Returns 1 Month 3.6% 3 Month 8.6% 6 Month -3.4% 1 Year 3.4% 3 Year 23.8% 5 Year 26.5% 10 Year 15 Year Since launch 16.6% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 -1.6% Fund Manager information for Baroda Pioneer Multi Cap Fund
Name Since Tenure Sanjay Chawla 1 Nov 15 9.59 Yr. Sandeep Jain 14 Mar 22 3.22 Yr. Data below for Baroda Pioneer Multi Cap Fund as on 31 May 25
Equity Sector Allocation
Sector Value Financial Services 27.43% Health Care 14.02% Industrials 12.1% Consumer Cyclical 10.78% Consumer Defensive 7.78% Technology 6.8% Basic Materials 5.96% Energy 3.9% Communication Services 1.83% Real Estate 1.56% Utility 1.44% Asset Allocation
Asset Class Value Cash 3.7% Equity 95.58% Debt 0.71% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | HDFCBANK5% ₹125 Cr 649,736 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK4% ₹119 Cr 834,815 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE4% ₹105 Cr 750,000 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Aug 22 | POWERINDIA2% ₹66 Cr 45,500 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Nov 20 | SUNPHARMA2% ₹62 Cr 340,000 Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 30 Sep 20 | RADICO2% ₹61 Cr 249,003 Infosys Ltd (Technology)
Equity, Since 29 Feb 24 | INFY2% ₹56 Cr 375,791
↑ 110,000 Mrs Bectors Food Specialities Ltd Ordinary Shares (Consumer Defensive)
Equity, Since 30 Apr 23 | BECTORFOOD2% ₹56 Cr 372,985
↓ -6,241 Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Jun 24 | DIVISLAB2% ₹54 Cr 88,000
↓ -12,000 Linde India Ltd (Basic Materials)
Equity, Since 31 Jan 23 | 5234572% ₹53 Cr 83,577
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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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