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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 (%) 2022 (%) HDFC Equity Fund Growth ₹1,112.5
↑ 8.84 ₹31,969 -4.3 1.1 11.2 32.6 13.1 18.3 Parag Parikh Long Term Equity Fund Growth ₹49.2848
↑ 0.35 ₹29,345 1.9 1.7 1.9 31 16.2 -7.2 Nippon India Multi Cap Fund Growth ₹161.224
↑ 1.01 ₹14,030 -4.4 -1.9 9.9 30.7 12.2 14.1 PGIM India Diversified Equity Fund Growth ₹24.18
↑ 0.13 ₹5,236 -6.4 -5.8 -5.1 29.4 13.3 -6.4 Mahindra Badhat Yojana Growth ₹19.9292
↑ 0.08 ₹1,510 -6 -4.7 -1.2 29 13.6 1.6 Franklin India Equity Fund Growth ₹960.876
↑ 7.10 ₹10,139 -6.5 -2.3 1.8 28.4 11.1 5.3 Baroda Pioneer Multi Cap Fund Growth ₹164.961
↑ 1.17 ₹1,656 -5.5 -3.3 -2.5 26.6 11.2 -3 ICICI Prudential Multicap Fund Growth ₹449.15
↑ 1.68 ₹6,947 -5.3 -1.7 4 26.6 10.7 4.7 Principal Multi Cap Growth Fund Growth ₹225.362
↑ 1.13 ₹1,804 -6.6 -8 -3.8 25.6 9.8 -1.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Mar 23 मल्टीकैप एयूएम/नेट एसेट्स वाले म्युचुअल फंड >500 करोड़, पर क्रमबद्ध3 सालसीएजीआर रिटर्न.
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 (Erstwhile Parag Parikh Long Term Value Fund) The investment objective of the scheme is to seek to generate long-term capital growth from an actively managed portfolio primarily of equity and equity related securities. Parag Parikh Long Term Equity Fund is a Equity - Multi Cap fund was launched on 24 May 13. It is a fund with Moderately High risk and has given a Below is the key information for Parag Parikh Long Term Equity Fund Returns up to 1 year are on (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 To generate income & capital appreciation by predominantly investing in an actively managed diversified portfolio of equity & equity related instruments including derivatives. PGIM India Diversified Equity Fund is a Equity - Multi Cap fund was launched on 4 Mar 15. It is a fund with Moderately High risk and has given a Below is the key information for PGIM India Diversified 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 (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 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 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 1. HDFC Equity Fund
CAGR/Annualized return of 18.2% since its launch. Ranked 34 in Multi Cap category. Return for 2022 was 18.3% , 2021 was 36.2% and 2020 was 6.4% . HDFC Equity Fund
Growth Launch Date 1 Jan 95 NAV (17 Mar 23) ₹1,112.5 ↑ 8.84 (0.80 %) Net Assets (Cr) ₹31,969 on 31 Jan 23 Category Equity - Multi Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.74 Sharpe Ratio 0.43 Information Ratio 0.5 Alpha Ratio 9.29 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 18 ₹10,000 28 Feb 19 ₹9,812 29 Feb 20 ₹9,674 28 Feb 21 ₹12,914 28 Feb 22 ₹15,444 28 Feb 23 ₹17,759 Returns for HDFC Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 23 Duration Returns 1 Month -2.9% 3 Month -4.3% 6 Month 1.1% 1 Year 11.2% 3 Year 32.6% 5 Year 13.1% 10 Year 15 Year Since launch 18.2% Historical performance (Yearly) on absolute basis
Year Returns 2022 18.3% 2021 36.2% 2020 6.4% 2019 6.8% 2018 -3.5% 2017 36.9% 2016 7.3% 2015 -5.1% 2014 53.8% 2013 3.8% Fund Manager information for HDFC Equity Fund
Name Since Tenure Roshi Jain 29 Jul 22 0.51 Yr. Priya Ranjan 1 May 22 0.76 Yr. Data below for HDFC Equity Fund as on 31 Jan 23
Equity Sector Allocation
Sector Value Financial Services 36.27% Technology 12.17% Industrials 10.88% Health Care 7.39% Energy 6.84% Utility 6.24% Consumer Cyclical 6.2% Communication Services 4.98% Basic Materials 1.05% Consumer Defensive 0.99% Real Estate 0.04% Asset Allocation
Asset Class Value Cash 6.78% Equity 93.22% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK9% ₹2,937 Cr 35,300,000
↑ 3,450,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | HDFCBANK6% ₹1,924 Cr 12,000,000 Infosys Ltd (Technology)
Equity, Since 31 Oct 08 | INFY6% ₹1,887 Cr 12,300,000 State Bank of India (Financial Services)
Equity, Since 31 Jan 03 | SBIN6% ₹1,854 Cr 33,500,000
↓ -1,500,000 HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH5% ₹1,489 Cr 13,270,842
↑ 159,932 NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 5325555% ₹1,455 Cr 85,000,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Dec 20 | M&M4% ₹1,328 Cr 9,630,000
↑ 30,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 20 | BHARTIARTL4% ₹1,264 Cr 16,407,723
↑ 407,723 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 12 | LT4% ₹1,190 Cr 5,600,000
↓ -400,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 22 | HDFC4% ₹1,180 Cr 4,500,000 2. Parag Parikh Long Term Equity Fund
CAGR/Annualized return of 17.7% since its launch. Ranked 34 in Multi Cap category. Return for 2022 was -7.2% , 2021 was 45.5% and 2020 was 32.3% . Parag Parikh Long Term Equity Fund
Growth Launch Date 24 May 13 NAV (17 Mar 23) ₹49.2848 ↑ 0.35 (0.71 %) Net Assets (Cr) ₹29,345 on 31 Jan 23 Category Equity - Multi Cap AMC PPFAS Asset Management Pvt. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.84 Sharpe Ratio -0.46 Information Ratio 0.49 Alpha Ratio -4.36 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (2%),365-730 Days (1%),730 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 18 ₹10,000 28 Feb 19 ₹10,254 29 Feb 20 ₹11,099 28 Feb 21 ₹15,668 28 Feb 22 ₹20,132 28 Feb 23 ₹20,595 Returns for Parag Parikh Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 23 Duration Returns 1 Month 0.1% 3 Month 1.9% 6 Month 1.7% 1 Year 1.9% 3 Year 31% 5 Year 16.2% 10 Year 15 Year Since launch 17.7% Historical performance (Yearly) on absolute basis
Year Returns 2022 -7.2% 2021 45.5% 2020 32.3% 2019 14.4% 2018 -0.4% 2017 29.4% 2016 3.3% 2015 8.9% 2014 44.8% 2013 Fund Manager information for Parag Parikh Long Term Equity Fund
Name Since Tenure Raj Mehta 27 Jan 16 7.02 Yr. Rajeev Thakkar 24 May 13 9.7 Yr. Raunak Onkar 24 May 13 9.7 Yr. Rukun Tarachandani 16 May 22 0.72 Yr. Data below for Parag Parikh Long Term Equity Fund as on 31 Jan 23
Equity Sector Allocation
Sector Value Financial Services 35.5% Technology 11.07% Consumer Cyclical 9.72% Consumer Defensive 7.39% Communication Services 7.3% Energy 6% Health Care 4.9% Utility 4.71% Basic Materials 1.54% Asset Allocation
Asset Class Value Cash 11.73% Equity 88.13% Debt 0.13% Top Securities Holdings / Portfolio
Name Holding Value Quantity Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFC8% ₹2,351 Cr 8,962,504 ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 20 | ITC7% ₹2,139 Cr 60,698,959 Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | BAJAJHLDNG7% ₹2,123 Cr 3,608,668
↑ 33,118 HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 21 | HCLTECH6% ₹1,666 Cr 14,849,083 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 14 | ICICIBANK6% ₹1,623 Cr 19,505,898
↑ 725,284 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | 5322155% ₹1,566 Cr 17,964,011 Coal India Ltd (Energy)
Equity, Since 31 May 22 | COALINDIA5% ₹1,451 Cr 64,548,260
↑ 1,200,000 Alphabet Inc Class A (Communication Services)
Equity, Since 31 May 21 | GOOGL5% ₹1,431 Cr 1,802,237 Microsoft Corp (Technology)
Equity, Since 30 Apr 20 | MSFT5% ₹1,422 Cr 714,866 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Sep 21 | 5328985% ₹1,382 Cr 63,775,637 3. Nippon India Multi Cap Fund
CAGR/Annualized return of 16.7% since its launch. Ranked 63 in Multi Cap category. Return for 2022 was 14.1% , 2021 was 48.9% and 2020 was 0% . Nippon India Multi Cap Fund
Growth Launch Date 28 Mar 05 NAV (17 Mar 23) ₹161.224 ↑ 1.01 (0.63 %) Net Assets (Cr) ₹14,030 on 31 Jan 23 Category Equity - Multi Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 1.91 Sharpe Ratio 0.34 Information Ratio -0.02 Alpha Ratio 9.26 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 18 ₹10,000 28 Feb 19 ₹9,741 29 Feb 20 ₹9,844 28 Feb 21 ₹12,027 28 Feb 22 ₹14,937 28 Feb 23 ₹17,215 Returns for Nippon India Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 23 Duration Returns 1 Month -2.7% 3 Month -4.4% 6 Month -1.9% 1 Year 9.9% 3 Year 30.7% 5 Year 12.2% 10 Year 15 Year Since launch 16.7% Historical performance (Yearly) on absolute basis
Year Returns 2022 14.1% 2021 48.9% 2020 0% 2019 2.2% 2018 -2.2% 2017 40.9% 2016 -6.7% 2015 0.5% 2014 59.7% 2013 4.6% Fund Manager information for Nippon India Multi Cap Fund
Name Since Tenure Sailesh Raj Bhan 31 Mar 05 17.85 Yr. Ashutosh Bhargava 1 Sep 21 1.42 Yr. Kinjal Desai 25 May 18 4.69 Yr. Akshay Sharma 1 Dec 22 0.17 Yr. Data below for Nippon India Multi Cap Fund as on 31 Jan 23
Equity Sector Allocation
Sector Value Financial Services 28.5% Industrials 19.87% Consumer Cyclical 19.59% Technology 7.86% Health Care 7.48% Basic Materials 6.01% Consumer Defensive 3.02% Energy 2.68% Communication Services 2.38% Utility 0.87% Asset Allocation
Asset Class Value Cash 1.49% Equity 98.51% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK4% ₹609 Cr 3,800,448 Linde India Ltd (Basic Materials)
Equity, Since 31 May 13 | 5234574% ₹589 Cr 1,774,811 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 10 | LT4% ₹531 Cr 2,500,000
↓ -200,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 15 | 5322154% ₹523 Cr 6,000,121 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK4% ₹516 Cr 6,200,000 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 May 14 | 5008503% ₹452 Cr 15,000,000 Kennametal India Ltd (Industrials)
Equity, Since 31 Mar 13 | KENNAMET3% ₹442 Cr 2,026,242 EIH Ltd (Consumer Cyclical)
Equity, Since 31 Jul 14 | 5008403% ₹397 Cr 24,353,076 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 May 21 | HDFC3% ₹393 Cr 1,500,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE3% ₹377 Cr 1,600,000
↑ 350,000 4. PGIM India Diversified Equity Fund
CAGR/Annualized return of 11.6% since its launch. Return for 2022 was -6.4% , 2021 was 43.5% and 2020 was 35.9% . PGIM India Diversified Equity Fund
Growth Launch Date 4 Mar 15 NAV (17 Mar 23) ₹24.18 ↑ 0.13 (0.54 %) Net Assets (Cr) ₹5,236 on 31 Jan 23 Category Equity - Multi Cap AMC Pramerica Asset Managers Private Limited Rating Risk Moderately High Expense Ratio 0 Sharpe Ratio -0.69 Information Ratio 0.65 Alpha Ratio -8.5 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 18 ₹10,000 28 Feb 19 ₹9,205 29 Feb 20 ₹10,113 28 Feb 21 ₹15,071 28 Feb 22 ₹18,702 28 Feb 23 ₹18,365 Returns for PGIM India Diversified Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 23 Duration Returns 1 Month -3.6% 3 Month -6.4% 6 Month -5.8% 1 Year -5.1% 3 Year 29.4% 5 Year 13.3% 10 Year 15 Year Since launch 11.6% Historical performance (Yearly) on absolute basis
Year Returns 2022 -6.4% 2021 43.5% 2020 35.9% 2019 10% 2018 -7.9% 2017 36.6% 2016 -0.6% 2015 2014 2013 Fund Manager information for PGIM India Diversified Equity Fund
Name Since Tenure Bhupesh Kalyani 13 Sep 22 0.39 Yr. Aniruddha Naha 5 Apr 18 4.83 Yr. A. Anandha Padmanabhan 1 Jun 21 1.67 Yr. Rahul Jagwani 12 May 22 0.73 Yr. Data below for PGIM India Diversified Equity Fund as on 31 Jan 23
Equity Sector Allocation
Sector Value Financial Services 25.35% Industrials 17.12% Consumer Cyclical 12.66% Basic Materials 6.47% Health Care 6.13% Consumer Defensive 5.15% Technology 4.79% Communication Services 4.34% Energy 4.27% Utility 2.53% Real Estate 0.72% Asset Allocation
Asset Class Value Cash 10.47% Equity 89.53% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 22 | HDFCBANK7% ₹343 Cr 2,137,565
↓ -550,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK6% ₹335 Cr 4,030,000
↓ -75,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE4% ₹224 Cr 950,000
↑ 100,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 22 | MARUTI3% ₹182 Cr 204,300
↑ 69,000 Infosys Ltd (Technology)
Equity, Since 31 Mar 20 | INFY3% ₹181 Cr 1,178,743
↑ 200,000 Cummins India Ltd (Industrials)
Equity, Since 31 Oct 21 | 5004803% ₹172 Cr 1,200,000 HDFC Life Insurance Company Limited (Financial Services)
Equity, Since 30 Sep 22 | HDFCLIFE3% ₹171 Cr 2,950,000
↑ 300,000 ABB India Ltd (Industrials)
Equity, Since 31 May 22 | ABB3% ₹166 Cr 585,651
↑ 460,000 Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 22 | HDFC3% ₹164 Cr 625,000
↓ -200,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 21 | 5322153% ₹156 Cr 1,786,667
↑ 350,000 5. Mahindra Badhat Yojana
CAGR/Annualized return of 12.5% since its launch. Return for 2022 was 1.6% , 2021 was 50.8% and 2020 was 16.6% . Mahindra Badhat Yojana
Growth Launch Date 11 May 17 NAV (17 Mar 23) ₹19.9292 ↑ 0.08 (0.41 %) Net Assets (Cr) ₹1,510 on 31 Jan 23 Category Equity - Multi Cap AMC Mahindra Asset Management Company Pvt. Ltd. Rating Risk Moderately High Expense Ratio 2.39 Sharpe Ratio -0.41 Information Ratio 0.16 Alpha Ratio -3.66 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 18 ₹10,000 28 Feb 19 ₹9,328 29 Feb 20 ₹10,522 28 Feb 21 ₹14,055 28 Feb 22 ₹18,092 28 Feb 23 ₹18,376 Returns for Mahindra Badhat Yojana
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 23 Duration Returns 1 Month -1.8% 3 Month -6% 6 Month -4.7% 1 Year -1.2% 3 Year 29% 5 Year 13.6% 10 Year 15 Year Since launch 12.5% Historical performance (Yearly) on absolute basis
Year Returns 2022 1.6% 2021 50.8% 2020 16.6% 2019 13.8% 2018 -9.9% 2017 2016 2015 2014 2013 Fund Manager information for Mahindra Badhat Yojana
Name Since Tenure Manish Lodha 21 Dec 20 2.11 Yr. Fatema Pacha 16 Oct 20 2.3 Yr. Data below for Mahindra Badhat Yojana as on 31 Jan 23
Equity Sector Allocation
Sector Value Financial Services 27.41% Industrials 20.12% Technology 13.5% Basic Materials 10.27% Consumer Cyclical 9.54% Communication Services 4.17% Health Care 4.07% Consumer Defensive 3.38% Energy 1.98% Real Estate 1.32% Utility 1.01% Asset Allocation
Asset Class Value Cash 3.24% Equity 96.76% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 May 18 | INFY5% ₹74 Cr 482,850
↑ 36,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 22 | HDFCBANK4% ₹59 Cr 365,400
↑ 270,000 Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Jul 22 | 5004933% ₹49 Cr 558,000
↓ -45,000 LTIMindtree Ltd (Technology)
Equity, Since 30 Nov 22 | LTIM3% ₹48 Cr 109,035
↑ 7,200 State Bank of India (Financial Services)
Equity, Since 31 Oct 18 | SBIN3% ₹44 Cr 798,651
↓ -153,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK3% ₹43 Cr 519,378
↓ -228,522 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Aug 22 | KIRLOSENG3% ₹39 Cr 1,233,000 United Spirits Ltd (Consumer Defensive)
Equity, Since 30 Sep 21 | MCDOWELL-N2% ₹36 Cr 468,000 Tech Mahindra Ltd (Technology)
Equity, Since 31 Dec 21 | 5327552% ₹36 Cr 351,000
↑ 27,000 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Sep 22 | SUNPHARMA2% ₹34 Cr 333,000 6. Franklin India Equity Fund
CAGR/Annualized return of 17.4% since its launch. Ranked 50 in Multi Cap category. Return for 2022 was 5.3% , 2021 was 40.3% and 2020 was 16% . Franklin India Equity Fund
Growth Launch Date 29 Sep 94 NAV (17 Mar 23) ₹960.876 ↑ 7.10 (0.74 %) Net Assets (Cr) ₹10,139 on 31 Jan 23 Category Equity - Multi Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.84 Sharpe Ratio -0.21 Information Ratio 0.34 Alpha Ratio -0.96 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 18 ₹10,000 28 Feb 19 ₹9,647 29 Feb 20 ₹9,523 28 Feb 21 ₹13,190 28 Feb 22 ₹15,902 28 Feb 23 ₹16,501 Returns for Franklin India Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 23 Duration Returns 1 Month -2.7% 3 Month -6.5% 6 Month -2.3% 1 Year 1.8% 3 Year 28.4% 5 Year 11.1% 10 Year 15 Year Since launch 17.4% Historical performance (Yearly) on absolute basis
Year Returns 2022 5.3% 2021 40.3% 2020 16% 2019 3.3% 2018 -4.4% 2017 30.6% 2016 5% 2015 4.4% 2014 56.8% 2013 5.5% Fund Manager information for Franklin India Equity Fund
Name Since Tenure Anand Radhakrishnan 1 Feb 11 12.01 Yr. R. Janakiraman 1 Feb 11 12.01 Yr. Sandeep Manam 18 Oct 21 1.29 Yr. Data below for Franklin India Equity Fund as on 31 Jan 23
Equity Sector Allocation
Sector Value Financial Services 31.57% Technology 10.99% Industrials 10.93% Consumer Cyclical 9.39% Consumer Defensive 8.68% Basic Materials 7.35% Utility 5.18% Communication Services 5.09% Energy 3.32% Health Care 2.72% Asset Allocation
Asset Class Value Cash 4.78% Equity 95.22% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK9% ₹882 Cr 5,500,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK8% ₹832 Cr 10,000,000 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY6% ₹614 Cr 4,000,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 5322156% ₹601 Cr 6,900,000
↓ -900,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | LT5% ₹531 Cr 2,500,000
↓ -130,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | BHARTIARTL5% ₹516 Cr 6,700,000
↑ 200,000 State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN3% ₹351 Cr 6,350,000 HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 13 | HCLTECH3% ₹314 Cr 2,800,000 Grasim Industries Ltd (Basic Materials)
Equity, Since 31 Jan 19 | GRASIM3% ₹270 Cr 1,700,000 United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Aug 19 | MCDOWELL-N3% ₹269 Cr 3,500,000
↑ 150,000 7. Baroda Pioneer Multi Cap Fund
CAGR/Annualized return of 15.5% since its launch. Ranked 37 in Multi Cap category. Return for 2022 was -3% , 2021 was 47.9% and 2020 was 19.5% . Baroda Pioneer Multi Cap Fund
Growth Launch Date 12 Sep 03 NAV (17 Mar 23) ₹164.961 ↑ 1.17 (0.71 %) Net Assets (Cr) ₹1,656 on 31 Jan 23 Category Equity - Multi Cap AMC Baroda Pioneer Asset Management Co. Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 2.37 Sharpe Ratio -0.32 Information Ratio 0.05 Alpha Ratio -2.16 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 18 ₹10,000 28 Feb 19 ₹9,231 29 Feb 20 ₹9,854 28 Feb 21 ₹13,037 28 Feb 22 ₹16,462 28 Feb 23 ₹16,924 Returns for Baroda Pioneer Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 23 Duration Returns 1 Month -4.4% 3 Month -5.5% 6 Month -3.3% 1 Year -2.5% 3 Year 26.6% 5 Year 11.2% 10 Year 15 Year Since launch 15.5% Historical performance (Yearly) on absolute basis
Year Returns 2022 -3% 2021 47.9% 2020 19.5% 2019 8.9% 2018 -11.9% 2017 36.8% 2016 2.3% 2015 -1.6% 2014 46.5% 2013 3.6% Fund Manager information for Baroda Pioneer Multi Cap Fund
Name Since Tenure Sanjay Chawla 1 Nov 15 7.26 Yr. Sandeep Jain 14 Mar 22 0.89 Yr. Data below for Baroda Pioneer Multi Cap Fund as on 31 Jan 23
Equity Sector Allocation
Sector Value Financial Services 24.12% Consumer Cyclical 12.83% Technology 10.98% Industrials 10.51% Basic Materials 10.25% Health Care 9.7% Energy 5.06% Consumer Defensive 3.57% Real Estate 3.54% Communication Services 3.39% Utility 1.86% Asset Allocation
Asset Class Value Cash 3.45% Equity 96.55% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK5% ₹89 Cr 1,064,815
↓ -50,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | HDFCBANK5% ₹76 Cr 475,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE4% ₹65 Cr 275,000 J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 21 | JBCHEPHARM3% ₹46 Cr 224,384 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 23 | TCS3% ₹42 Cr 125,000
↑ 125,000 Infosys Ltd (Technology)
Equity, Since 31 Jan 18 | INFY3% ₹42 Cr 273,000
↓ -295,000 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Nov 20 | SUNPHARMA2% ₹40 Cr 390,000
↓ -50,000 Five-Star Business Finance Ltd (Financial Services)
Equity, Since 30 Nov 22 | 5436632% ₹39 Cr 647,870
↓ -50,000 Bank of Baroda (Financial Services)
Equity, Since 30 Jun 21 | 5321342% ₹39 Cr 2,310,000 INOX Leisure Ltd (Communication Services)
Equity, Since 30 Nov 20 | INOXLEISUR2% ₹38 Cr 750,000
↓ -50,000 8. ICICI Prudential Multicap Fund
CAGR/Annualized return of 14.3% since its launch. Ranked 49 in Multi Cap category. Return for 2022 was 4.7% , 2021 was 36.4% and 2020 was 9.2% . ICICI Prudential Multicap Fund
Growth Launch Date 1 Oct 94 NAV (17 Mar 23) ₹449.15 ↑ 1.68 (0.38 %) Net Assets (Cr) ₹6,947 on 31 Jan 23 Category Equity - Multi Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.97 Sharpe Ratio -0.09 Information Ratio -0.58 Alpha Ratio 1.51 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-18 Months (1%),18 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 18 ₹10,000 28 Feb 19 ₹10,019 29 Feb 20 ₹10,069 28 Feb 21 ₹13,145 28 Feb 22 ₹15,395 28 Feb 23 ₹16,521 Returns for ICICI Prudential Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 23 Duration Returns 1 Month -3.4% 3 Month -5.3% 6 Month -1.7% 1 Year 4% 3 Year 26.6% 5 Year 10.7% 10 Year 15 Year Since launch 14.3% Historical performance (Yearly) on absolute basis
Year Returns 2022 4.7% 2021 36.4% 2020 9.2% 2019 6% 2018 0.2% 2017 28% 2016 10.1% 2015 3.1% 2014 49.8% 2013 6.4% Fund Manager information for ICICI Prudential Multicap Fund
Name Since Tenure Sankaran Naren 1 Jul 22 0.59 Yr. Anand Sharma 1 Jul 22 0.59 Yr. Sharmila D’mello 31 Jul 22 0.51 Yr. Data below for ICICI Prudential Multicap Fund as on 31 Jan 23
Equity Sector Allocation
Sector Value Financial Services 25.1% Consumer Cyclical 19.69% Industrials 13.66% Health Care 6.55% Consumer Defensive 5.71% Technology 5.62% Energy 4.94% Basic Materials 4.1% Utility 3.59% Communication Services 3.56% Real Estate 1.78% Asset Allocation
Asset Class Value Cash 4.9% Equity 95.09% Debt 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK6% ₹441 Cr 5,298,984
↑ 206,109 Infosys Ltd (Technology)
Equity, Since 31 Oct 18 | INFY3% ₹220 Cr 1,433,788 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | HDFCBANK3% ₹209 Cr 1,304,418 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE3% ₹196 Cr 831,578
↑ 441,721 ITC Ltd (Consumer Defensive)
Equity, Since 31 Dec 22 | ITC3% ₹195 Cr 5,520,749
↑ 4,336,798 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Apr 17 | SUNPHARMA3% ₹181 Cr 1,754,367 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | 5323433% ₹175 Cr 1,686,148 NTPC Ltd (Utilities)
Equity, Since 31 Oct 22 | 5325552% ₹147 Cr 8,581,790 Cummins India Ltd (Industrials)
Equity, Since 31 Jan 22 | 5004802% ₹137 Cr 954,984 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 19 | LT2% ₹126 Cr 594,274
↓ -29,489 9. Principal Multi Cap Growth Fund
CAGR/Annualized return of 14.9% since its launch. Ranked 12 in Multi Cap category. Return for 2022 was -1.6% , 2021 was 46.3% and 2020 was 15% . Principal Multi Cap Growth Fund
Growth Launch Date 25 Oct 00 NAV (17 Mar 23) ₹225.362 ↑ 1.13 (0.50 %) Net Assets (Cr) ₹1,804 on 31 Jan 23 Category Equity - Multi Cap AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.33 Sharpe Ratio -0.52 Information Ratio -0.28 Alpha Ratio -4.95 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 18 ₹10,000 28 Feb 19 ₹9,080 29 Feb 20 ₹9,591 28 Feb 21 ₹12,207 28 Feb 22 ₹15,706 28 Feb 23 ₹15,707 Returns for Principal Multi Cap Growth Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 23 Duration Returns 1 Month -4% 3 Month -6.6% 6 Month -8% 1 Year -3.8% 3 Year 25.6% 5 Year 9.8% 10 Year 15 Year Since launch 14.9% Historical performance (Yearly) on absolute basis
Year Returns 2022 -1.6% 2021 46.3% 2020 15% 2019 3.9% 2018 -8.7% 2017 48.7% 2016 6.4% 2015 2.8% 2014 49.4% 2013 8.3% Fund Manager information for Principal Multi Cap Growth Fund
Name Since Tenure Ratish Varier 1 Jan 22 1.08 Yr. Sudhir Kedia 1 Jan 22 1.08 Yr. Data below for Principal Multi Cap Growth Fund as on 31 Jan 23
Equity Sector Allocation
Sector Value Financial Services 27.94% Industrials 16.55% Consumer Cyclical 14.08% Basic Materials 7.51% Health Care 6.92% Technology 6.18% Consumer Defensive 5.72% Energy 5.52% Communication Services 3.76% Real Estate 1.9% Asset Allocation
Asset Class Value Cash 3.67% Equity 96.33% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 05 | RELIANCE6% ₹100 Cr 422,955 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK5% ₹90 Cr 1,079,458
↑ 100,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 08 | SBIN5% ₹87 Cr 1,580,122 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK5% ₹85 Cr 530,246 Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY4% ₹71 Cr 462,087 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 17 | 5322154% ₹66 Cr 754,268 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Dec 21 | HINDUNILVR2% ₹45 Cr 172,869
↓ -37,384 Suven Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 22 | SUVENPHAR2% ₹43 Cr 878,213 ICRA Ltd (Financial Services)
Equity, Since 30 Apr 22 | ICRA2% ₹42 Cr 94,134
↓ -3,309 Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | CROMPTON2% ₹41 Cr 1,234,611
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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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