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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 ₹254.329
↑ 2.86 ₹27,746 9.1 21.8 53.9 32.3 21 38.1 JM Multicap Fund Growth ₹88.4757
↑ 0.98 ₹1,774 10.9 27.8 62.1 29 23.2 40 HDFC Equity Fund Growth ₹1,624.53
↑ 12.96 ₹50,840 6.7 22.2 43.6 27.8 19.5 30.6 Mahindra Badhat Yojana Growth ₹30.6893
↑ 0.33 ₹3,165 4.3 21.5 52 26.1 23.4 34.2 ICICI Prudential Multicap Fund Growth ₹687.87
↑ 5.60 ₹11,342 6.8 22.8 50.1 25.3 18.5 35.4 Baroda Pioneer Multi Cap Fund Growth ₹248.057
↑ 1.81 ₹2,284 8.5 24.4 46.1 24.4 20.6 30.8 Franklin India Equity Fund Growth ₹1,414.04
↑ 13.94 ₹14,623 5.3 20 44.9 23.5 18.7 30.8 Principal Multi Cap Growth Fund Growth ₹324.763
↑ 1.90 ₹2,391 3.4 17.8 39.9 22.6 17.9 31.1 Invesco India Multicap Fund Growth ₹110.67
↑ 0.70 ₹3,166 5 18.5 43.5 21.9 18.8 31.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Apr 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 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 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 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 (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 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 Below is the key information for Principal Multi Cap Growth Fund 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 1. Nippon India Multi Cap Fund
CAGR/Annualized return of 18.5% 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 (22 Apr 24) ₹254.329 ↑ 2.86 (1.14 %) Net Assets (Cr) ₹27,746 on 31 Mar 24 Category Equity - Multi Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 1.88 Sharpe Ratio 3.65 Information Ratio 1.44 Alpha Ratio 9.5 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 Mar 19 ₹10,000 31 Mar 20 ₹6,493 31 Mar 21 ₹11,302 31 Mar 22 ₹15,186 31 Mar 23 ₹16,346 31 Mar 24 ₹24,545 Returns for Nippon India Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Apr 24 Duration Returns 1 Month 5.3% 3 Month 9.1% 6 Month 21.8% 1 Year 53.9% 3 Year 32.3% 5 Year 21% 10 Year 15 Year Since launch 18.5% 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 19.02 Yr. Ashutosh Bhargava 1 Sep 21 2.58 Yr. Kinjal Desai 25 May 18 5.86 Yr. Data below for Nippon India Multi Cap Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Financial Services 28.54% Consumer Cyclical 20.79% Industrials 18.52% Health Care 7.88% Utility 4.81% Basic Materials 4.18% Technology 4.05% Communication Services 3.79% Consumer Defensive 3.72% Energy 2.94% Asset Allocation
Asset Class Value Cash 0.77% Equity 99.23% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK5% ₹1,474 Cr 10,500,448
↑ 1,000,000 EIH Ltd (Consumer Cyclical)
Equity, Since 31 Jul 14 | 5008404% ₹1,077 Cr 26,658,371
↓ -1,268,613 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK4% ₹1,021 Cr 9,699,315 Linde India Ltd (Basic Materials)
Equity, Since 31 May 13 | 5234573% ₹882 Cr 1,638,368 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 15 | 5322153% ₹860 Cr 8,000,121 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE3% ₹789 Cr 2,700,000
↑ 700,000 State Bank of India (Financial Services)
Equity, Since 31 Mar 05 | SBIN3% ₹748 Cr 10,000,000
↑ 1,200,000 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 May 14 | 5008503% ₹704 Cr 12,000,000 Max Financial Services Ltd (Financial Services)
Equity, Since 31 Mar 12 | 5002713% ₹679 Cr 7,000,000
↑ 1,400,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 10 | LT2% ₹661 Cr 1,900,292 2. JM Multicap Fund
CAGR/Annualized return of 15% 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 (22 Apr 24) ₹88.4757 ↑ 0.98 (1.12 %) Net Assets (Cr) ₹1,774 on 31 Mar 24 Category Equity - Multi Cap AMC JM Financial Asset Management Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.54 Sharpe Ratio 3.85 Information Ratio 1.41 Alpha Ratio 15.78 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 Mar 19 ₹10,000 31 Mar 20 ₹8,348 31 Mar 21 ₹13,660 31 Mar 22 ₹16,531 31 Mar 23 ₹17,361 31 Mar 24 ₹27,263 Returns for JM Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Apr 24 Duration Returns 1 Month 5.5% 3 Month 10.9% 6 Month 27.8% 1 Year 62.1% 3 Year 29% 5 Year 23.2% 10 Year 15 Year Since launch 15% 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 2.61 Yr. Gurvinder Wasan 1 Dec 22 1.33 Yr. Chaitanya Choksi 31 Dec 21 2.25 Yr. Data below for JM Multicap Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Financial Services 21.45% Consumer Cyclical 17.36% Industrials 16.76% Technology 11.93% Utility 7.29% Health Care 6.5% Basic Materials 5.84% Real Estate 3.59% Energy 2.65% Consumer Defensive 2.33% Communication Services 1.13% Asset Allocation
Asset Class Value Cash 3.17% Equity 96.83% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | HDFCBANK6% ₹96 Cr 680,500
↑ 375,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT4% ₹73 Cr 210,731
↑ 48,000 Infosys Ltd (Technology)
Equity, Since 30 Nov 20 | INFY4% ₹71 Cr 425,250
↑ 123,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN4% ₹63 Cr 848,700
↓ -47,000 Bank of Baroda (Financial Services)
Equity, Since 31 Aug 22 | 5321344% ₹62 Cr 2,343,947
↓ -600,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | ICICIBANK3% ₹58 Cr 550,800
↑ 77,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | M&M3% ₹53 Cr 275,000
↑ 275,000 NTPC Ltd (Utilities)
Equity, Since 30 Nov 23 | 5325553% ₹53 Cr 1,570,000
↑ 125,000 Housing & Urban Development Corp Ltd (Financial Services)
Equity, Since 29 Feb 24 | 5405303% ₹45 Cr 2,373,484
↑ 2,373,484 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Jan 24 | 5003123% ₹44 Cr 1,660,658
↑ 575,000 3. HDFC Equity Fund
CAGR/Annualized return of 19% 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 (22 Apr 24) ₹1,624.53 ↑ 12.96 (0.80 %) Net Assets (Cr) ₹50,840 on 31 Mar 24 Category Equity - Multi Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.7 Sharpe Ratio 3.05 Information Ratio 1.37 Alpha Ratio 4.56 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 Mar 19 ₹10,000 31 Mar 20 ₹6,719 31 Mar 21 ₹11,706 31 Mar 22 ₹14,846 31 Mar 23 ₹16,463 31 Mar 24 ₹23,571 Returns for HDFC Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Apr 24 Duration Returns 1 Month 2% 3 Month 6.7% 6 Month 22.2% 1 Year 43.6% 3 Year 27.8% 5 Year 19.5% 10 Year 15 Year Since launch 19% 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 1.68 Yr. Dhruv Muchhal 22 Jun 23 0.78 Yr. Data below for HDFC Equity Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Financial Services 37.43% Health Care 12.49% Technology 9.02% Industrials 8.86% Consumer Cyclical 6.92% Communication Services 4.6% Utility 4.09% Real Estate 3.41% Energy 1.57% Consumer Defensive 0.68% Basic Materials 0.18% Asset Allocation
Asset Class Value Cash 8.29% Equity 89.26% Debt 2.45% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK9% ₹4,630 Cr 44,000,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | HDFCBANK9% ₹4,589 Cr 32,700,000
↑ 2,500,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 17 | 5322156% ₹3,010 Cr 28,000,000
↑ 8,000,000 Cipla Ltd (Healthcare)
Equity, Since 30 Sep 12 | 5000876% ₹2,813 Cr 19,000,000 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Aug 20 | HAL5% ₹2,529 Cr 8,200,000 State Bank of India (Financial Services)
Equity, Since 31 Jan 03 | SBIN5% ₹2,469 Cr 33,000,000
↓ -3,000,000 HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH5% ₹2,462 Cr 14,800,000
↓ -400,000 SBI Life Insurance Company Limited (Financial Services)
Equity, Since 31 Mar 21 | SBILIFE4% ₹2,174 Cr 14,000,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 20 | BHARTIARTL4% ₹2,022 Cr 18,000,000 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Sep 22 | APOLLOHOSP4% ₹1,965 Cr 3,220,373
↑ 13,207 4. Mahindra Badhat Yojana
CAGR/Annualized return of 17.5% 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 (22 Apr 24) ₹30.6893 ↑ 0.33 (1.07 %) Net Assets (Cr) ₹3,165 on 31 Mar 24 Category Equity - Multi Cap AMC Mahindra Asset Management Company Pvt. Ltd. Rating Risk Moderately High Expense Ratio 2.29 Sharpe Ratio 2.91 Information Ratio 0.53 Alpha Ratio 3.2 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 Mar 19 ₹10,000 31 Mar 20 ₹8,100 31 Mar 21 ₹14,250 31 Mar 22 ₹19,044 31 Mar 23 ₹18,577 31 Mar 24 ₹27,647 Returns for Mahindra Badhat Yojana
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Apr 24 Duration Returns 1 Month 3.4% 3 Month 4.3% 6 Month 21.5% 1 Year 52% 3 Year 26.1% 5 Year 23.4% 10 Year 15 Year Since launch 17.5% 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 3.28 Yr. Fatema Pacha 16 Oct 20 3.46 Yr. Data below for Mahindra Badhat Yojana as on 31 Mar 24
Equity Sector Allocation
Sector Value Financial Services 17.45% Industrials 17.13% Technology 14.9% Basic Materials 11.74% Consumer Cyclical 11.46% Energy 9.77% Health Care 5.99% Utility 5.66% Consumer Defensive 2.48% Communication Services 0.02% Asset Allocation
Asset Class Value Cash 3.33% Equity 96.67% Top Securities Holdings / Portfolio
Name Holding Value Quantity Canara Bank (Financial Services)
Equity, Since 30 Sep 23 | 5324835% ₹137 Cr 2,425,000
↑ 300,000 Coal India Ltd (Energy)
Equity, Since 31 Jan 23 | COALINDIA4% ₹135 Cr 3,080,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 23 | TCS4% ₹121 Cr 295,643
↑ 107,500 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 Dec 23 | HINDPETRO4% ₹116 Cr 2,270,000
↑ 380,000 NTPC Ltd (Utilities)
Equity, Since 28 Feb 23 | 5325553% ₹86 Cr 2,570,000 Tata Power Co Ltd (Utilities)
Equity, Since 30 Nov 23 | 5004003% ₹86 Cr 2,300,000
↑ 300,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 23 | LT3% ₹80 Cr 229,988 Tata Motors Ltd Class A (Consumer Cyclical)
Equity, Since 31 Dec 23 | TATAMTRDVR3% ₹76 Cr 1,202,947
↑ 240,000 Wipro Ltd (Technology)
Equity, Since 31 Dec 23 | 5076852% ₹64 Cr 1,230,000
↑ 330,000 IRCON International Ltd (Industrials)
Equity, Since 31 Jan 24 | IRCON2% ₹62 Cr 2,700,000 5. ICICI Prudential Multicap Fund
CAGR/Annualized return of 15.4% 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 (22 Apr 24) ₹687.87 ↑ 5.60 (0.82 %) Net Assets (Cr) ₹11,342 on 31 Mar 24 Category Equity - Multi Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.95 Sharpe Ratio 3.32 Information Ratio 0.3 Alpha Ratio 4.28 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 Mar 19 ₹10,000 31 Mar 20 ₹6,969 31 Mar 21 ₹12,095 31 Mar 22 ₹14,896 31 Mar 23 ₹15,368 31 Mar 24 ₹22,775 Returns for ICICI Prudential Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Apr 24 Duration Returns 1 Month 3% 3 Month 6.8% 6 Month 22.8% 1 Year 50.1% 3 Year 25.3% 5 Year 18.5% 10 Year 15 Year Since launch 15.4% 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 1.75 Yr. Anand Sharma 1 Jul 22 1.75 Yr. Sharmila D’mello 31 Jul 22 1.67 Yr. Data below for ICICI Prudential Multicap Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Financial Services 20.45% Industrials 14.39% Consumer Cyclical 12.91% Communication Services 8.35% Health Care 7.66% Energy 7.3% Basic Materials 6.55% Consumer Defensive 5.9% Technology 4.95% Utility 2.98% Real Estate 1.31% Asset Allocation
Asset Class Value Cash 6.89% Equity 93.11% Debt 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK6% ₹678 Cr 6,444,150
↓ -717,500 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | BHARTIARTL4% ₹432 Cr 3,841,649
↑ 1,968,532 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE3% ₹377 Cr 1,291,764
↓ -135,250 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Apr 17 | SUNPHARMA3% ₹329 Cr 2,083,182
↓ -350,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 19 | LT3% ₹289 Cr 829,693
↑ 192,305 Infosys Ltd (Technology)
Equity, Since 31 Oct 18 | INFY3% ₹282 Cr 1,682,527 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 22 | MARUTI2% ₹272 Cr 240,929
↓ -45,000 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Jul 20 | 5403762% ₹232 Cr 590,785
↑ 171,257 Cummins India Ltd (Industrials)
Equity, Since 31 Jan 22 | 5004802% ₹227 Cr 827,830
↓ -330,803 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | HDFCBANK2% ₹225 Cr 1,605,200 6. Baroda Pioneer Multi Cap Fund
CAGR/Annualized return of 16.9% since its launch. Ranked 37 in Multi Cap category. Return for 2023 was 30.8% , 2022 was -3% and 2021 was 47.9% . Baroda Pioneer Multi Cap Fund
Growth Launch Date 12 Sep 03 NAV (22 Apr 24) ₹248.057 ↑ 1.81 (0.73 %) Net Assets (Cr) ₹2,284 on 31 Mar 24 Category Equity - Multi Cap AMC Baroda Pioneer Asset Management Co. Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 2.21 Sharpe Ratio 3.05 Information Ratio 0.14 Alpha Ratio 2.71 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 Mar 19 ₹10,000 31 Mar 20 ₹7,841 31 Mar 21 ₹13,241 31 Mar 22 ₹17,747 31 Mar 23 ₹16,897 31 Mar 24 ₹24,654 Returns for Baroda Pioneer Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Apr 24 Duration Returns 1 Month 4.3% 3 Month 8.5% 6 Month 24.4% 1 Year 46.1% 3 Year 24.4% 5 Year 20.6% 10 Year 15 Year Since launch 16.9% Historical performance (Yearly) on absolute basis
Year Returns 2023 30.8% 2022 -3% 2021 47.9% 2020 19.5% 2019 8.9% 2018 -11.9% 2017 36.8% 2016 2.3% 2015 -1.6% 2014 46.5% Fund Manager information for Baroda Pioneer Multi Cap Fund
Name Since Tenure Sanjay Chawla 1 Nov 15 8.42 Yr. Sandeep Jain 14 Mar 22 2.05 Yr. Data below for Baroda Pioneer Multi Cap Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Financial Services 25.14% Consumer Cyclical 15.96% Technology 13.11% Industrials 9.79% Health Care 8.73% Basic Materials 7.37% Energy 5.97% Consumer Defensive 4.36% Real Estate 3.71% Utility 2.35% Communication Services 1.22% Asset Allocation
Asset Class Value Cash 1.16% Equity 98.84% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK4% ₹84 Cr 799,815 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE3% ₹74 Cr 252,500
↓ -22,500 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 May 23 | 5433203% ₹69 Cr 4,173,000
↓ -827,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | HDFCBANK3% ₹63 Cr 449,736
↓ -50,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 21 | LT2% ₹55 Cr 158,897 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Nov 20 | SUNPHARMA2% ₹54 Cr 340,000 NHPC Ltd (Utilities)
Equity, Since 31 May 22 | NHPC2% ₹53 Cr 6,000,000
↓ -100,000 Indian Bank (Financial Services)
Equity, Since 31 Dec 23 | 5328142% ₹51 Cr 968,910 Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 31 Aug 22 | POWERINDIA2% ₹50 Cr 83,988 Tata Motors Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | TATAMOTORS2% ₹49 Cr 515,000
↓ -65,000 7. Franklin India Equity Fund
CAGR/Annualized return of 18.2% since its launch. Ranked 50 in Multi Cap category. Return for 2023 was 30.8% , 2022 was 5.3% and 2021 was 40.3% . Franklin India Equity Fund
Growth Launch Date 29 Sep 94 NAV (22 Apr 24) ₹1,414.04 ↑ 13.94 (1.00 %) Net Assets (Cr) ₹14,623 on 31 Mar 24 Category Equity - Multi Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.84 Sharpe Ratio 3.29 Information Ratio 0.72 Alpha Ratio 6.57 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 Mar 19 ₹10,000 31 Mar 20 ₹6,897 31 Mar 21 ₹12,753 31 Mar 22 ₹15,759 31 Mar 23 ₹16,033 31 Mar 24 ₹23,134 Returns for Franklin India Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Apr 24 Duration Returns 1 Month 2.6% 3 Month 5.3% 6 Month 20% 1 Year 44.9% 3 Year 23.5% 5 Year 18.7% 10 Year 15 Year Since launch 18.2% 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 13.17 Yr. Sandeep Manam 18 Oct 21 2.45 Yr. Rajasa Kakulavarapu 1 Dec 23 0.33 Yr. Data below for Franklin India Equity Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Financial Services 26.4% Industrials 14.14% Consumer Cyclical 11.91% Technology 10.51% Consumer Defensive 7.26% Basic Materials 5.93% Utility 5.67% Communication Services 4.66% Energy 4.63% Health Care 2.75% Asset Allocation
Asset Class Value Cash 6.14% Equity 93.86% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK8% ₹1,105 Cr 10,500,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK7% ₹954 Cr 6,800,000
↑ 800,000 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY5% ₹775 Cr 4,627,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | LT5% ₹767 Cr 2,206,575
↓ -93,425 Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | BHARTIARTL5% ₹674 Cr 6,000,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 5322154% ₹597 Cr 5,552,750
↓ -247,250 State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN4% ₹573 Cr 7,663,341
↑ 1,163,341 HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 13 | HCLTECH4% ₹540 Cr 3,243,000 NTPC Ltd (Utilities)
Equity, Since 28 Feb 17 | 5325553% ₹463 Cr 13,791,570
↑ 673,570 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE3% ₹435 Cr 1,487,988
↑ 337,988 8. Principal Multi Cap Growth Fund
CAGR/Annualized return of 16% since its launch. Ranked 12 in Multi Cap category. Return for 2023 was 31.1% , 2022 was -1.6% and 2021 was 46.3% . Principal Multi Cap Growth Fund
Growth Launch Date 25 Oct 00 NAV (22 Apr 24) ₹324.763 ↑ 1.90 (0.59 %) Net Assets (Cr) ₹2,391 on 29 Feb 24 Category Equity - Multi Cap AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.16 Sharpe Ratio 2.43 Information Ratio -0.41 Alpha Ratio -6.42 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 19 ₹10,000 31 Mar 20 ₹7,403 31 Mar 21 ₹12,559 31 Mar 22 ₹16,515 31 Mar 23 ₹15,892 31 Mar 24 ₹22,191 Returns for Principal Multi Cap Growth Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Apr 24 Duration Returns 1 Month 3.1% 3 Month 3.4% 6 Month 17.8% 1 Year 39.9% 3 Year 22.6% 5 Year 17.9% 10 Year 15 Year Since launch 16% Historical performance (Yearly) on absolute basis
Year Returns 2023 31.1% 2022 -1.6% 2021 46.3% 2020 15% 2019 3.9% 2018 -8.7% 2017 48.7% 2016 6.4% 2015 2.8% 2014 49.4% Fund Manager information for Principal Multi Cap Growth Fund
Name Since Tenure Ratish Varier 1 Jan 22 2.25 Yr. Sudhir Kedia 1 Jan 22 2.25 Yr. Data below for Principal Multi Cap Growth Fund as on 29 Feb 24
Equity Sector Allocation
Sector Value Financial Services 26.76% Industrials 16.27% Consumer Cyclical 14% Technology 7.41% Health Care 6.76% Consumer Defensive 5.38% Energy 5.07% Basic Materials 4.5% Communication Services 4.16% Utility 2.74% Real Estate 2.05% Asset Allocation
Asset Class Value Cash 4.88% Equity 95.11% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 05 | RELIANCE5% ₹121 Cr 415,206
↑ 12,207 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK4% ₹106 Cr 1,002,964
↓ -96,945 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK4% ₹96 Cr 682,220
↑ 33,477 Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 23 | 5328103% ₹80 Cr 2,005,945
↑ 229,444 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 24 | 5322153% ₹79 Cr 734,102
↑ 11,087 KSB Ltd (Industrials)
Equity, Since 31 Jul 22 | KSB3% ₹69 Cr 189,783 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Jul 23 | SUNPHARMA3% ₹66 Cr 421,000 NTPC Ltd (Utilities)
Equity, Since 31 Mar 23 | 5325553% ₹66 Cr 1,955,077
↓ -250,000 Indian Bank (Financial Services)
Equity, Since 31 Dec 23 | 5328143% ₹62 Cr 1,176,997 Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY2% ₹58 Cr 344,063 9. Invesco India Multicap Fund
CAGR/Annualized return of 16.1% 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 (22 Apr 24) ₹110.67 ↑ 0.70 (0.64 %) Net Assets (Cr) ₹3,166 on 31 Mar 24 Category Equity - Multi Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 2.09 Sharpe Ratio 3.03 Information Ratio -0.45 Alpha Ratio 0.97 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 Mar 19 ₹10,000 31 Mar 20 ₹7,641 31 Mar 21 ₹13,146 31 Mar 22 ₹16,119 31 Mar 23 ₹16,069 31 Mar 24 ₹22,916 Returns for Invesco India Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Apr 24 Duration Returns 1 Month 4.1% 3 Month 5% 6 Month 18.5% 1 Year 43.5% 3 Year 21.9% 5 Year 18.8% 10 Year 15 Year Since launch 16.1% 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 3.58 Yr. Dhimant Kothari 1 Dec 23 0.33 Yr. Data below for Invesco India Multicap Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Financial Services 28.21% Industrials 15.12% Consumer Cyclical 13.55% Health Care 8.71% Basic Materials 7.79% Consumer Defensive 6.86% Utility 5.9% Technology 5.25% Energy 4.19% Real Estate 1.11% Asset Allocation
Asset Class Value Cash 3.31% Equity 96.69% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK5% ₹144 Cr 1,370,020
↑ 134,676 Infosys Ltd (Technology)
Equity, Since 31 Mar 22 | INFY3% ₹93 Cr 554,326
↓ -69,506 NTPC Ltd (Utilities)
Equity, Since 30 Jun 22 | 5325553% ₹92 Cr 2,737,131 Anand Rathi Wealth Ltd (Financial Services)
Equity, Since 31 Mar 22 | 5434153% ₹85 Cr 233,796 Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 5328142% ₹75 Cr 1,426,985 J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Sep 20 | JBCHEPHARM2% ₹71 Cr 456,016 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Apr 21 | CHOLAFIN2% ₹63 Cr 578,528 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 24 | RELIANCE2% ₹63 Cr 215,269
↑ 67,013 NHPC Ltd (Utilities)
Equity, Since 30 Nov 22 | NHPC2% ₹62 Cr 7,035,486 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 23 | LT2% ₹62 Cr 177,827
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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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