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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 (%) 2023 (%) Nippon India Multi Cap Fund Growth ₹303.254
↓ -0.02 ₹38,115 3.2 18.7 44.7 26.5 27.3 38.1 JM Multicap Fund Growth ₹106.636
↑ 0.16 ₹4,228 0.5 20.2 53.9 26 26.2 40 HDFC Equity Fund Growth ₹1,910.94
↓ -3.91 ₹63,436 4.2 16.2 42.7 23.8 25 30.6 ICICI Prudential Multicap Fund Growth ₹804.37
↓ -0.33 ₹14,280 4.2 15.5 43.1 21 23.7 35.4 Motilal Oswal Multicap 35 Fund Growth ₹63.4775
↑ 0.43 ₹11,728 12.2 27.2 60.6 20.5 19.7 31 Mahindra Badhat Yojana Growth ₹36.4358
↑ 0.24 ₹4,686 3.9 17.5 44.3 20 27.6 34.2 Invesco India Multicap Fund Growth ₹137.91
↑ 0.44 ₹3,865 9.2 22.8 46.2 19.5 24.6 31.8 Edelweiss Multi Cap Fund Growth ₹39.556
↑ 0.09 ₹2,340 4.9 19.1 47.9 19.1 22.6 29.3 Franklin India Equity Fund Growth ₹1,651.76
↑ 3.44 ₹17,843 3.8 14.7 39.2 19 24.3 30.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 Oct 24 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 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 (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 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 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. Edelweiss Multi Cap Fund is a Equity - Multi Cap fund was launched on 3 Feb 15. It is a fund with High risk and has given a Below is the key information for Edelweiss Multi Cap 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 1. Nippon India Multi Cap Fund
CAGR/Annualized return of 19.1% since its launch. Ranked 63 in Multi Cap category. Return for 2023 was 38.1% , 2022 was 14.1% and 2021 was 48.9% . Nippon India Multi Cap Fund
Growth Launch Date 28 Mar 05 NAV (11 Oct 24) ₹303.254 ↓ -0.02 (-0.01 %) Net Assets (Cr) ₹38,115 on 31 Aug 24 Category Equity - Multi Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 1.68 Sharpe Ratio 2.96 Information Ratio 1.43 Alpha Ratio 6.41 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 30 Sep 19 ₹10,000 30 Sep 20 ₹8,474 30 Sep 21 ₹15,547 30 Sep 22 ₹17,424 30 Sep 23 ₹22,474 30 Sep 24 ₹32,757 Returns for Nippon India Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Oct 24 Duration Returns 1 Month 1.1% 3 Month 3.2% 6 Month 18.7% 1 Year 44.7% 3 Year 26.5% 5 Year 27.3% 10 Year 15 Year Since launch 19.1% Historical performance (Yearly) on absolute basis
Year Returns 2023 38.1% 2022 14.1% 2021 48.9% 2020 0% 2019 2.2% 2018 -2.2% 2017 40.9% 2016 -6.7% 2015 0.5% 2014 59.7% Fund Manager information for Nippon India Multi Cap Fund
Name Since Tenure Sailesh Raj Bhan 31 Mar 05 19.44 Yr. Ashutosh Bhargava 1 Sep 21 3 Yr. Kinjal Desai 25 May 18 6.28 Yr. Data below for Nippon India Multi Cap Fund as on 31 Aug 24
Equity Sector Allocation
Sector Value Financial Services 26.23% Industrials 19.38% Consumer Cyclical 18.98% Health Care 7.23% Technology 6.16% Utility 5.03% Basic Materials 4.83% Consumer Defensive 4% Communication Services 3.06% Energy 2.93% Asset Allocation
Asset Class Value Cash 2.02% Equity 97.98% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | 5001806% ₹2,210 Cr 13,500,448 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | 5321743% ₹1,254 Cr 10,200,315 Infosys Ltd (Technology)
Equity, Since 30 Apr 09 | 5002093% ₹1,225 Cr 6,300,504
↑ 500,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | 5003253% ₹1,117 Cr 3,700,000 Linde India Ltd (Basic Materials)
Equity, Since 31 May 13 | 5234573% ₹1,102 Cr 1,524,539 GE T&D India Ltd (Industrials)
Equity, Since 31 May 12 | GET&D3% ₹986 Cr 5,756,092
↓ -572,511 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 15 | 5322153% ₹975 Cr 8,300,121 NTPC Ltd (Utilities)
Equity, Since 30 Jun 23 | 5325553% ₹957 Cr 23,000,000 EIH Ltd (Consumer Cyclical)
Equity, Since 31 Jul 14 | 5008402% ₹949 Cr 24,816,307
↑ 234,497 Vesuvius India Ltd (Industrials)
Equity, Since 30 Sep 17 | 5201132% ₹853 Cr 1,576,028
↓ -2,960 2. JM Multicap Fund
CAGR/Annualized return of 15.9% since its launch. Ranked 16 in Multi Cap category. Return for 2023 was 40% , 2022 was 7.8% and 2021 was 32.9% . JM Multicap Fund
Growth Launch Date 23 Sep 08 NAV (11 Oct 24) ₹106.636 ↑ 0.16 (0.15 %) Net Assets (Cr) ₹4,228 on 31 Aug 24 Category Equity - Multi Cap AMC JM Financial Asset Management Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.17 Sharpe Ratio 3.5 Information Ratio 2.07 Alpha Ratio 15.76 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 30 Sep 19 ₹10,000 30 Sep 20 ₹9,004 30 Sep 21 ₹15,311 30 Sep 22 ₹15,423 30 Sep 23 ₹20,218 30 Sep 24 ₹32,155 Returns for JM Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Oct 24 Duration Returns 1 Month 0% 3 Month 0.5% 6 Month 20.2% 1 Year 53.9% 3 Year 26% 5 Year 26.2% 10 Year 15 Year Since launch 15.9% Historical performance (Yearly) on absolute basis
Year Returns 2023 40% 2022 7.8% 2021 32.9% 2020 11.4% 2019 16.6% 2018 -5.4% 2017 39.5% 2016 10.5% 2015 -2.8% 2014 56% Fund Manager information for JM Multicap Fund
Name Since Tenure Satish Ramanathan 20 Aug 21 3.04 Yr. Gurvinder Wasan 1 Dec 22 1.75 Yr. Chaitanya Choksi 31 Dec 21 2.67 Yr. Data below for JM Multicap Fund as on 31 Aug 24
Equity Sector Allocation
Sector Value Industrials 18.2% Financial Services 17.04% Basic Materials 16.49% Consumer Cyclical 13.34% Technology 9.18% Health Care 9.04% Consumer Defensive 4.42% Energy 4.41% Utility 3.86% Communication Services 1.5% Real Estate 1.04% Asset Allocation
Asset Class Value Cash 1.47% Equity 98.53% Top Securities Holdings / Portfolio
Name Holding Value Quantity REC Ltd (Financial Services)
Equity, Since 30 Nov 22 | RECLTD3% ₹140 Cr 2,258,063
↑ 100,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | 5005103% ₹139 Cr 375,231
↑ 50,000 Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 24 | DRREDDY3% ₹137 Cr 195,522
↑ 86,000 Infosys Ltd (Technology)
Equity, Since 30 Nov 20 | 5002093% ₹131 Cr 672,750 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5001803% ₹128 Cr 780,500
↓ -60,000 CESC Ltd (Utilities)
Equity, Since 30 Nov 23 | CESC3% ₹115 Cr 5,911,774
↑ 3,971,774 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | 5321743% ₹108 Cr 880,800 Tech Mahindra Ltd (Technology)
Equity, Since 31 Jul 24 | TECHM2% ₹90 Cr 550,000
↑ 50,000 KEC International Ltd (Industrials)
Equity, Since 31 Mar 24 | 5327142% ₹88 Cr 933,206
↑ 518,551 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | MOTHERSON2% ₹88 Cr 4,500,000
↑ 4,500,000 3. HDFC Equity Fund
CAGR/Annualized return of 19.3% since its launch. Ranked 34 in Multi Cap category. Return for 2023 was 30.6% , 2022 was 18.3% and 2021 was 36.2% . HDFC Equity Fund
Growth Launch Date 1 Jan 95 NAV (11 Oct 24) ₹1,910.94 ↓ -3.91 (-0.20 %) Net Assets (Cr) ₹63,436 on 31 Aug 24 Category Equity - Multi Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.56 Sharpe Ratio 3.15 Information Ratio 1.84 Alpha Ratio 5.9 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 30 Sep 19 ₹10,000 30 Sep 20 ₹8,683 30 Sep 21 ₹15,279 30 Sep 22 ₹16,589 30 Sep 23 ₹20,776 30 Sep 24 ₹30,347 Returns for HDFC Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Oct 24 Duration Returns 1 Month 0.8% 3 Month 4.2% 6 Month 16.2% 1 Year 42.7% 3 Year 23.8% 5 Year 25% 10 Year 15 Year Since launch 19.3% Historical performance (Yearly) on absolute basis
Year Returns 2023 30.6% 2022 18.3% 2021 36.2% 2020 6.4% 2019 6.8% 2018 -3.5% 2017 36.9% 2016 7.3% 2015 -5.1% 2014 53.8% Fund Manager information for HDFC Equity Fund
Name Since Tenure Roshi Jain 29 Jul 22 2.1 Yr. Dhruv Muchhal 22 Jun 23 1.2 Yr. Data below for HDFC Equity Fund as on 31 Aug 24
Equity Sector Allocation
Sector Value Financial Services 38.39% Health Care 12.93% Consumer Cyclical 11.59% Technology 9.79% Communication Services 4.94% Industrials 4.03% Real Estate 3.71% Consumer Defensive 1.51% Utility 1.33% Energy 0.24% Basic Materials 0.14% Asset Allocation
Asset Class Value Cash 9.09% Equity 88.61% Debt 2.31% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | 5321749% ₹5,900 Cr 48,000,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | 5001809% ₹5,811 Cr 35,500,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 17 | 5322158% ₹5,289 Cr 45,000,000 Cipla Ltd (Healthcare)
Equity, Since 30 Sep 12 | 5000875% ₹3,177 Cr 19,200,000 HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH5% ₹3,125 Cr 17,825,000
↓ -175,000 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Mar 21 | 5407195% ₹2,960 Cr 16,000,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 20 | 5324545% ₹2,860 Cr 18,000,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 23 | 5002474% ₹2,671 Cr 15,000,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | 5325003% ₹2,109 Cr 1,700,000
↑ 450,000 Infosys Ltd (Technology)
Equity, Since 31 Oct 08 | 5002093% ₹1,749 Cr 9,000,000
↓ -1,000,000 4. ICICI Prudential Multicap Fund
CAGR/Annualized return of 15.7% since its launch. Ranked 49 in Multi Cap category. Return for 2023 was 35.4% , 2022 was 4.7% and 2021 was 36.4% . ICICI Prudential Multicap Fund
Growth Launch Date 1 Oct 94 NAV (11 Oct 24) ₹804.37 ↓ -0.33 (-0.04 %) Net Assets (Cr) ₹14,280 on 31 Aug 24 Category Equity - Multi Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.95 Sharpe Ratio 3.09 Information Ratio 0.35 Alpha Ratio 6.27 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-18 Months (1%),18 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 19 ₹10,000 30 Sep 20 ₹9,233 30 Sep 21 ₹15,607 30 Sep 22 ₹15,901 30 Sep 23 ₹19,714 30 Sep 24 ₹29,209 Returns for ICICI Prudential Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Oct 24 Duration Returns 1 Month -0.7% 3 Month 4.2% 6 Month 15.5% 1 Year 43.1% 3 Year 21% 5 Year 23.7% 10 Year 15 Year Since launch 15.7% Historical performance (Yearly) on absolute basis
Year Returns 2023 35.4% 2022 4.7% 2021 36.4% 2020 9.2% 2019 6% 2018 0.2% 2017 28% 2016 10.1% 2015 3.1% 2014 49.8% Fund Manager information for ICICI Prudential Multicap Fund
Name Since Tenure Sankaran Naren 1 Jul 22 2.17 Yr. Anand Sharma 1 Jul 22 2.17 Yr. Sharmila D’mello 31 Jul 22 2.09 Yr. Data below for ICICI Prudential Multicap Fund as on 31 Aug 24
Equity Sector Allocation
Sector Value Financial Services 25.78% Consumer Cyclical 12.37% Industrials 10.14% Basic Materials 8.57% Health Care 7.39% Energy 5.9% Communication Services 5.86% Technology 4.25% Consumer Defensive 3.54% Utility 3.46% Real Estate 2.09% Asset Allocation
Asset Class Value Cash 10.65% Equity 89.35% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 5001805% ₹784 Cr 4,791,215
↑ 834,654 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 5321745% ₹738 Cr 6,001,508 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | 5003253% ₹462 Cr 1,531,380
↑ 239,616 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | 5322152% ₹355 Cr 3,017,478
↑ 1,002,825 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Apr 17 | SUNPHARMA2% ₹337 Cr 1,848,147
↓ -350,000 Infosys Ltd (Technology)
Equity, Since 31 Oct 18 | 5002092% ₹292 Cr 1,500,714
↓ -280,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 22 | 5325002% ₹287 Cr 231,003
↑ 58,828 Syngene International Ltd (Healthcare)
Equity, Since 31 Aug 23 | 5392682% ₹269 Cr 3,100,262
↓ -104,230 NTPC Ltd (Utilities)
Equity, Since 31 Oct 22 | 5325552% ₹249 Cr 5,994,531 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | 5324542% ₹249 Cr 1,566,169 5. Motilal Oswal Multicap 35 Fund
CAGR/Annualized return of 19.3% since its launch. Ranked 5 in Multi Cap category. Return for 2023 was 31% , 2022 was -3% and 2021 was 15.3% . Motilal Oswal Multicap 35 Fund
Growth Launch Date 28 Apr 14 NAV (11 Oct 24) ₹63.4775 ↑ 0.43 (0.68 %) Net Assets (Cr) ₹11,728 on 31 Aug 24 Category Equity - Multi Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 0.94 Sharpe Ratio 3.68 Information Ratio -0.06 Alpha Ratio 15.31 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 19 ₹10,000 30 Sep 20 ₹9,548 30 Sep 21 ₹13,582 30 Sep 22 ₹12,868 30 Sep 23 ₹14,757 30 Sep 24 ₹24,029 Returns for Motilal Oswal Multicap 35 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Oct 24 Duration Returns 1 Month 4.8% 3 Month 12.2% 6 Month 27.2% 1 Year 60.6% 3 Year 20.5% 5 Year 19.7% 10 Year 15 Year Since launch 19.3% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 Fund Manager information for Motilal Oswal Multicap 35 Fund
Name Since Tenure Niket Shah 1 Jul 22 2.17 Yr. Santosh Singh 1 Aug 23 1.09 Yr. Rakesh Shetty 22 Nov 22 1.78 Yr. Sunil Sawant 1 Jul 24 0.17 Yr. Data below for Motilal Oswal Multicap 35 Fund as on 31 Aug 24
Equity Sector Allocation
Sector Value Consumer Cyclical 25.41% Technology 17.1% Financial Services 16.38% Industrials 15.3% Communication Services 8.97% Basic Materials 1.52% Asset Allocation
Asset Class Value Cash 15.31% Equity 84.69% Top Securities Holdings / Portfolio
Name Holding Value Quantity Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 23 | TRENT10% ₹1,145 Cr 1,600,000
↑ 850,000 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | KALYANKJIL10% ₹1,138 Cr 18,500,000
↑ 6,250,000 Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Jul 23 | 5439409% ₹1,046 Cr 32,500,000
↑ 1,000,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 23 | PERSISTENT8% ₹993 Cr 1,919,829
↓ -580,171 Polycab India Ltd (Industrials)
Equity, Since 31 Jan 24 | POLYCAB8% ₹896 Cr 1,315,730
↓ -309,270 Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE7% ₹793 Cr 1,250,000
↑ 50,000 Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Apr 24 | 8901575% ₹576 Cr 4,825,000
↑ 325,000 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | 5112435% ₹568 Cr 3,900,000 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | 5407624% ₹504 Cr 1,250,000
↑ 100,000 Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 5433204% ₹483 Cr 19,288,259
↑ 1,288,259 6. Mahindra Badhat Yojana
CAGR/Annualized return of 19% since its launch. Return for 2023 was 34.2% , 2022 was 1.6% and 2021 was 50.8% . Mahindra Badhat Yojana
Growth Launch Date 11 May 17 NAV (11 Oct 24) ₹36.4358 ↑ 0.24 (0.65 %) Net Assets (Cr) ₹4,686 on 31 Aug 24 Category Equity - Multi Cap AMC Mahindra Asset Management Company Pvt. Ltd. Rating Risk Moderately High Expense Ratio 1.96 Sharpe Ratio 2.58 Information Ratio 0.26 Alpha Ratio 2.22 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 19 ₹10,000 30 Sep 20 ₹10,356 30 Sep 21 ₹18,553 30 Sep 22 ₹18,696 30 Sep 23 ₹23,072 30 Sep 24 ₹33,652 Returns for Mahindra Badhat Yojana
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Oct 24 Duration Returns 1 Month 0.9% 3 Month 3.9% 6 Month 17.5% 1 Year 44.3% 3 Year 20% 5 Year 27.6% 10 Year 15 Year Since launch 19% Historical performance (Yearly) on absolute basis
Year Returns 2023 34.2% 2022 1.6% 2021 50.8% 2020 16.6% 2019 13.8% 2018 -9.9% 2017 2016 2015 2014 Fund Manager information for Mahindra Badhat Yojana
Name Since Tenure Manish Lodha 21 Dec 20 3.7 Yr. Fatema Pacha 16 Oct 20 3.88 Yr. Data below for Mahindra Badhat Yojana as on 31 Aug 24
Equity Sector Allocation
Sector Value Financial Services 17.61% Industrials 15.66% Consumer Cyclical 11.58% Technology 11.38% Energy 10.2% Basic Materials 9.93% Consumer Defensive 7.94% Health Care 6.12% Utility 3.29% Communication Services 3.15% Real Estate 0.95% Asset Allocation
Asset Class Value Cash 2.18% Equity 97.82% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | 5001806% ₹258 Cr 1,575,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 24 | 5003254% ₹204 Cr 675,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 23 | TCS4% ₹165 Cr 361,800 Aurobindo Pharma Ltd (Healthcare)
Equity, Since 30 Jun 24 | AUROPHARMA3% ₹160 Cr 1,017,000
↑ 225,000 Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 31 Jul 24 | 5348163% ₹147 Cr 3,199,055
↓ -130,945 Grasim Industries Ltd (Basic Materials)
Equity, Since 31 May 24 | 5003003% ₹121 Cr 450,000 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Jun 24 | HINDUNILVR3% ₹119 Cr 427,500 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | TRENT2% ₹110 Cr 153,000
↑ 153,000 Wipro Ltd (Technology)
Equity, Since 31 Dec 23 | WIPRO2% ₹109 Cr 2,016,000
↓ -270,000 NTPC Ltd (Utilities)
Equity, Since 28 Feb 23 | 5325552% ₹108 Cr 2,592,000
↓ -378,000 7. Invesco India Multicap Fund
CAGR/Annualized return of 17.2% since its launch. Ranked 37 in Multi Cap category. Return for 2023 was 31.8% , 2022 was -2.2% and 2021 was 40.7% . Invesco India Multicap Fund
Growth Launch Date 17 Mar 08 NAV (11 Oct 24) ₹137.91 ↑ 0.44 (0.32 %) Net Assets (Cr) ₹3,865 on 31 Aug 24 Category Equity - Multi Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.95 Sharpe Ratio 2.99 Information Ratio -0.46 Alpha Ratio 6.11 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 19 ₹10,000 30 Sep 20 ₹10,258 30 Sep 21 ₹17,101 30 Sep 22 ₹16,675 30 Sep 23 ₹20,080 30 Sep 24 ₹29,682 Returns for Invesco India Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Oct 24 Duration Returns 1 Month 1.8% 3 Month 9.2% 6 Month 22.8% 1 Year 46.2% 3 Year 19.5% 5 Year 24.6% 10 Year 15 Year Since launch 17.2% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 72.1% Fund Manager information for Invesco India Multicap Fund
Name Since Tenure Amit Nigam 3 Sep 20 4 Yr. Dhimant Kothari 1 Dec 23 0.75 Yr. Data below for Invesco India Multicap Fund as on 31 Aug 24
Equity Sector Allocation
Sector Value Financial Services 23.71% Industrials 17.26% Consumer Cyclical 13.42% Technology 12.39% Health Care 9.61% Basic Materials 9.02% Consumer Defensive 7.72% Real Estate 2.6% Communication Services 1.84% Asset Allocation
Asset Class Value Cash 2.44% Equity 97.56% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 5321745% ₹183 Cr 1,488,755
↓ -118,518 Infosys Ltd (Technology)
Equity, Since 30 Jun 24 | 5002094% ₹136 Cr 697,969
↑ 159,581 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | TRENT3% ₹112 Cr 156,894
↑ 23,476 Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 30 Jun 24 | TATACONSUM3% ₹100 Cr 832,367
↑ 69,442 PB Fintech Ltd (Financial Services)
Equity, Since 30 Jun 24 | 5433902% ₹93 Cr 525,607
↑ 143,150 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 24 | TCS2% ₹91 Cr 200,725
↓ -22,203 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 23 | 5230252% ₹87 Cr 352,797 J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Sep 20 | JBCHEPHARM2% ₹84 Cr 430,966 Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Jul 23 | 5439402% ₹83 Cr 2,588,309 KPIT Technologies Ltd (Technology)
Equity, Since 30 Jun 24 | KPITTECH2% ₹81 Cr 445,103
↑ 76,214 8. Edelweiss Multi Cap Fund
CAGR/Annualized return of 15.3% since its launch. Return for 2023 was 29.3% , 2022 was 0.7% and 2021 was 34.7% . Edelweiss Multi Cap Fund
Growth Launch Date 3 Feb 15 NAV (11 Oct 24) ₹39.556 ↑ 0.09 (0.22 %) Net Assets (Cr) ₹2,340 on 31 Aug 24 Category Equity - Multi Cap AMC Edelweiss Asset Management Limited Rating Risk High Expense Ratio 2.09 Sharpe Ratio 2.99 Information Ratio 0.5 Alpha Ratio 5.12 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 19 ₹10,000 30 Sep 20 ₹9,732 30 Sep 21 ₹15,745 30 Sep 22 ₹15,629 30 Sep 23 ₹18,364 30 Sep 24 ₹27,693 Returns for Edelweiss Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Oct 24 Duration Returns 1 Month 2% 3 Month 4.9% 6 Month 19.1% 1 Year 47.9% 3 Year 19.1% 5 Year 22.6% 10 Year 15 Year Since launch 15.3% Historical performance (Yearly) on absolute basis
Year Returns 2023 29.3% 2022 0.7% 2021 34.7% 2020 14.4% 2019 8.4% 2018 -4.9% 2017 47.4% 2016 0.4% 2015 2014 Fund Manager information for Edelweiss Multi Cap Fund
Name Since Tenure Ashwani Agarwalla 15 Jun 22 2.22 Yr. Trideep Bhattacharya 1 Oct 21 2.92 Yr. Raj Koradia 1 Aug 24 0.08 Yr. Data below for Edelweiss Multi Cap Fund as on 31 Aug 24
Equity Sector Allocation
Sector Value Financial Services 26% Consumer Cyclical 14.84% Technology 13.51% Industrials 13.06% Energy 5.7% Consumer Defensive 5.65% Basic Materials 5.42% Health Care 4.41% Utility 4.23% Communication Services 3.41% Real Estate 1.44% Asset Allocation
Asset Class Value Cash 2.32% Equity 97.68% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | 5001806% ₹138 Cr 843,984 Infosys Ltd (Technology)
Equity, Since 30 Apr 18 | 5002095% ₹116 Cr 594,500 ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 15 | 5321745% ₹106 Cr 865,123 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 15 | 5005103% ₹77 Cr 208,332 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 17 | 5003253% ₹72 Cr 237,308 NTPC Ltd (Utilities)
Equity, Since 31 Oct 22 | 5325553% ₹60 Cr 1,452,412 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | TRENT2% ₹55 Cr 76,548 Coal India Ltd (Energy)
Equity, Since 30 Sep 23 | COALINDIA2% ₹50 Cr 958,346 Persistent Systems Ltd (Technology)
Equity, Since 30 Nov 22 | PERSISTENT2% ₹49 Cr 94,242 State Bank of India (Financial Services)
Equity, Since 31 Aug 18 | 5001122% ₹47 Cr 577,768 9. Franklin India Equity Fund
CAGR/Annualized return of 18.5% since its launch. Ranked 50 in Multi Cap category. Return for 2023 was 30.8% , 2022 was 5.3% and 2021 was 40.3% . Franklin India Equity Fund
Growth Launch Date 29 Sep 94 NAV (11 Oct 24) ₹1,651.76 ↑ 3.44 (0.21 %) Net Assets (Cr) ₹17,843 on 31 Aug 24 Category Equity - Multi Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio 3.13 Information Ratio 1.08 Alpha Ratio 5.22 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 19 ₹10,000 30 Sep 20 ₹9,515 30 Sep 21 ₹16,758 30 Sep 22 ₹17,015 30 Sep 23 ₹20,751 30 Sep 24 ₹29,859 Returns for Franklin India Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Oct 24 Duration Returns 1 Month 0.3% 3 Month 3.8% 6 Month 14.7% 1 Year 39.2% 3 Year 19% 5 Year 24.3% 10 Year 15 Year Since launch 18.5% Historical performance (Yearly) on absolute basis
Year Returns 2023 30.8% 2022 5.3% 2021 40.3% 2020 16% 2019 3.3% 2018 -4.4% 2017 30.6% 2016 5% 2015 4.4% 2014 56.8% Fund Manager information for Franklin India Equity Fund
Name Since Tenure R. Janakiraman 1 Feb 11 13.59 Yr. Sandeep Manam 18 Oct 21 2.87 Yr. Rajasa Kakulavarapu 1 Dec 23 0.75 Yr. Data below for Franklin India Equity Fund as on 31 Aug 24
Equity Sector Allocation
Sector Value Financial Services 26.78% Industrials 13.11% Consumer Cyclical 12.9% Technology 10.07% Communication Services 6.17% Consumer Defensive 6.04% Basic Materials 5.61% Health Care 5.31% Energy 4.18% Utility 4% Real Estate 1.16% Asset Allocation
Asset Class Value Cash 3.89% Equity 96.11% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | 5321748% ₹1,341 Cr 10,908,206 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | 5001807% ₹1,299 Cr 7,934,642
↑ 628,580 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | 5002095% ₹899 Cr 4,627,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | 5324545% ₹899 Cr 5,658,607 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | 5005104% ₹790 Cr 2,131,779 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 5322153% ₹624 Cr 5,311,448 HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 13 | HCLTECH3% ₹623 Cr 3,555,589 State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | 5001123% ₹571 Cr 7,005,389 Tata Motors Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | TATAMOTORS3% ₹557 Cr 5,015,220
↑ 2,735,467 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | 5003253% ₹534 Cr 1,767,013
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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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