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फिनकैश »म्यूचुअल फंड्स »सर्वश्रेष्ठ उच्च जोखिम वाले म्युचुअल फंड

भारत में शीर्ष 5 सर्वश्रेष्ठ उच्च जोखिम वाले म्युचुअल फंड

Updated on February 5, 2026 , 21560 views

भारी जोखिमम्यूचुअल फंड्स उन फंडों को देखें जिनमें भविष्य में उच्च रिटर्न देने की क्षमता है।

High-Risk

ये ऐसे फंड हैं जो आदर्श रूप से उन निवेशकों के लिए हैं जो निवेश में उच्च स्तर का जोखिम लेने के इच्छुक हैं। लेकिन, ये फंड प्रकृति में अत्यधिक अस्थिर होते हैं। इसलिए पोर्टफोलियो में ऐसे उच्च जोखिम वाले फंड को समय-समय पर सक्रिय रूप से प्रबंधित करने की आवश्यकता होती है। उच्च जोखिम वाले म्युचुअल फंड आमतौर पर निवेशकों को शानदार लाभांश प्रदान करते हैं। इसलिए, यदि आप अच्छा रिटर्न अर्जित करने के लिए उच्च जोखिम लेने को तैयार हैं, तो आप पसंद कर सकते हैंनिवेश इन सूचीबद्ध फंडों में।

उच्च जोखिम वाले निवेश क्या हैं?

उच्च जोखिम वाले फंड लंबी अवधि के धन सृजन में मदद करते हैं। कोई अपनी लंबी अवधि की योजना भी बना सकता हैवित्तीय लक्ष्यों जैसे किनिवृत्तिइन फंडों में निवेश करके, विश्व भ्रमण, सपनों का घर खरीदना, शादी करना आदि। उच्च जोखिम वाले फंड लंबी अवधि के निवेश होते हैं जो कि 5 साल से अधिक की लंबी अवधि के लिए निवेश किए जाते हैं।

ऐसे निवेश के लिए सलाह दी जाने वाली म्युचुअल फंड हैंइक्विटी फ़ंड. इक्विटी फंड को हाई रिस्क, हाई रिटर्न फंड माना जाता है। इक्विटी फंड कंपनियों के शेयरों/शेयरों में निवेश करते हैं। यह सीधे किसी फर्म में शुरू या निवेश किए बिना (एक छोटे से हिस्से में) व्यवसाय करने का सबसे अच्छा तरीका है। इक्विटी फंड विभिन्न प्रकार के होते हैं जैसेलार्ज कैप फंड, मध्य औरस्मॉल कैप फंड,विविध निधि,क्षेत्र निधि तथाईएलएसएस (इक्विटी से जुड़ी बचत योजनाएं)।

सर्वश्रेष्ठ उच्च जोखिम वाले म्युचुअल फंड

मिड एंड स्मॉल कैप फंड

मिड और स्मॉल कैप फंड क्रमशः मिड और स्मॉल (या स्टार्टअप) कंपनियों में निवेश करते हैं। चूंकि इन फंडों में उभरती हुई कंपनियों का स्टॉक होता है, इसलिए वे प्रकृति में बहुत जोखिम भरे होते हैं। इसलिए, जो निवेशक लगभग 7-10 साल या उससे अधिक के लिए निवेश कर सकते हैं, उन्हें केवल इन फंडों में निवेश करना चाहिए। अगर लंबी अवधि में कंपनियां अच्छा प्रदर्शन करती हैं तो निवेशकों को अच्छा रिटर्न मिल सकता है।

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Invesco India Mid Cap Fund Growth ₹178.2
↑ 0.40 		₹10,296-3.10.313.926.521.46.3
Edelweiss Mid Cap Fund Growth ₹103.196
↓ -0.20 		₹13,6500.84.4122622.53.8
HDFC Mid-Cap Opportunities Fund Growth ₹202.651
↓ -0.58 		₹92,6421.16.813.425.723.76.8
Sundaram Mid Cap Fund Growth ₹1,422.55
↓ -0.71 		₹13,293-0.44.411.72520.64.1
ICICI Prudential MidCap Fund Growth ₹316.97
↑ 0.65 		₹7,1323.87.818.824.821.211.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Feb 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryInvesco India Mid Cap FundEdelweiss Mid Cap FundHDFC Mid-Cap Opportunities FundSundaram Mid Cap FundICICI Prudential MidCap Fund
Point 1Bottom quartile AUM (₹10,296 Cr).Upper mid AUM (₹13,650 Cr).Highest AUM (₹92,642 Cr).Lower mid AUM (₹13,293 Cr).Bottom quartile AUM (₹7,132 Cr).
Point 2Established history (18+ yrs).Established history (18+ yrs).Established history (18+ yrs).Oldest track record among peers (23 yrs).Established history (21+ yrs).
Point 3Rating: 2★ (bottom quartile).Rating: 3★ (upper mid).Rating: 3★ (lower mid).Top rated.Rating: 2★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 21.40% (lower mid).5Y return: 22.48% (upper mid).5Y return: 23.75% (top quartile).5Y return: 20.64% (bottom quartile).5Y return: 21.19% (bottom quartile).
Point 63Y return: 26.47% (top quartile).3Y return: 25.98% (upper mid).3Y return: 25.70% (lower mid).3Y return: 24.99% (bottom quartile).3Y return: 24.75% (bottom quartile).
Point 71Y return: 13.87% (upper mid).1Y return: 11.95% (bottom quartile).1Y return: 13.43% (lower mid).1Y return: 11.69% (bottom quartile).1Y return: 18.78% (top quartile).
Point 8Alpha: 0.00 (lower mid).Alpha: -1.98 (bottom quartile).Alpha: 0.63 (upper mid).Alpha: -1.77 (bottom quartile).Alpha: 4.76 (top quartile).
Point 9Sharpe: 0.11 (lower mid).Sharpe: -0.02 (bottom quartile).Sharpe: 0.12 (upper mid).Sharpe: -0.01 (bottom quartile).Sharpe: 0.33 (top quartile).
Point 10Information ratio: 0.00 (bottom quartile).Information ratio: 0.40 (upper mid).Information ratio: 0.44 (top quartile).Information ratio: 0.13 (lower mid).Information ratio: -0.16 (bottom quartile).

Invesco India Mid Cap Fund

  • Bottom quartile AUM (₹10,296 Cr).
  • Established history (18+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 21.40% (lower mid).
  • 3Y return: 26.47% (top quartile).
  • 1Y return: 13.87% (upper mid).
  • Alpha: 0.00 (lower mid).
  • Sharpe: 0.11 (lower mid).
  • Information ratio: 0.00 (bottom quartile).

Edelweiss Mid Cap Fund

  • Upper mid AUM (₹13,650 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 22.48% (upper mid).
  • 3Y return: 25.98% (upper mid).
  • 1Y return: 11.95% (bottom quartile).
  • Alpha: -1.98 (bottom quartile).
  • Sharpe: -0.02 (bottom quartile).
  • Information ratio: 0.40 (upper mid).

HDFC Mid-Cap Opportunities Fund

  • Highest AUM (₹92,642 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 23.75% (top quartile).
  • 3Y return: 25.70% (lower mid).
  • 1Y return: 13.43% (lower mid).
  • Alpha: 0.63 (upper mid).
  • Sharpe: 0.12 (upper mid).
  • Information ratio: 0.44 (top quartile).

Sundaram Mid Cap Fund

  • Lower mid AUM (₹13,293 Cr).
  • Oldest track record among peers (23 yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 20.64% (bottom quartile).
  • 3Y return: 24.99% (bottom quartile).
  • 1Y return: 11.69% (bottom quartile).
  • Alpha: -1.77 (bottom quartile).
  • Sharpe: -0.01 (bottom quartile).
  • Information ratio: 0.13 (lower mid).

ICICI Prudential MidCap Fund

  • Bottom quartile AUM (₹7,132 Cr).
  • Established history (21+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 21.19% (bottom quartile).
  • 3Y return: 24.75% (bottom quartile).
  • 1Y return: 18.78% (top quartile).
  • Alpha: 4.76 (top quartile).
  • Sharpe: 0.33 (top quartile).
  • Information ratio: -0.16 (bottom quartile).

क्षेत्र निधि

ये वे फंड हैं जो सेक्टर विशिष्ट हैं, इसका मतलब है कि वे इन्फ्रा, फार्मा, बैंकिंग जैसे किसी विशेष क्षेत्र में निवेश करते हैं। ये हाई-रिस्क फंड हैं, ये आपके पैसे को दोगुना या परेशान कर सकते हैं। इसलिए, जिन निवेशकों को इस क्षेत्र के भविष्य के विकास के बारे में जानकारी है, जिसमें वह निवेश करना चाहते हैं, उन्हें केवल इन फंडों में निवेश करना पसंद करना चाहिए।

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
DSP Natural Resources and New Energy Fund Growth ₹106.734
↓ -0.53 		₹1,57310.42128.622.922.517.5
SBI Banking & Financial Services Fund Growth ₹45.9757
↑ 0.11 		₹10,1063.89.322.721.514.520.4
SBI PSU Fund Growth ₹35.3653
↑ 0.08 		₹5,8176.113.921.832.728.411.3
Invesco India Financial Services Fund Growth ₹147.21
↓ -0.36 		₹1,5994.88.420.622.715.915.1
SBI Magnum COMMA Fund Growth ₹113.503
↑ 0.02 		₹863610.620.420.118.212.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Feb 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryDSP Natural Resources and New Energy FundSBI Banking & Financial Services FundSBI PSU FundInvesco India Financial Services FundSBI Magnum COMMA Fund
Point 1Bottom quartile AUM (₹1,573 Cr).Highest AUM (₹10,106 Cr).Upper mid AUM (₹5,817 Cr).Lower mid AUM (₹1,599 Cr).Bottom quartile AUM (₹863 Cr).
Point 2Established history (17+ yrs).Established history (10+ yrs).Established history (15+ yrs).Established history (17+ yrs).Oldest track record among peers (20 yrs).
Point 3Top rated.Not Rated.Rating: 2★ (bottom quartile).Rating: 4★ (upper mid).Rating: 4★ (lower mid).
Point 4Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: High.Risk profile: High.
Point 55Y return: 22.52% (upper mid).5Y return: 14.46% (bottom quartile).5Y return: 28.40% (top quartile).5Y return: 15.92% (bottom quartile).5Y return: 18.20% (lower mid).
Point 63Y return: 22.85% (upper mid).3Y return: 21.54% (bottom quartile).3Y return: 32.69% (top quartile).3Y return: 22.66% (lower mid).3Y return: 20.15% (bottom quartile).
Point 71Y return: 28.62% (top quartile).1Y return: 22.65% (upper mid).1Y return: 21.79% (lower mid).1Y return: 20.56% (bottom quartile).1Y return: 20.41% (bottom quartile).
Point 8Alpha: 0.00 (upper mid).Alpha: 1.96 (top quartile).Alpha: -0.22 (lower mid).Alpha: -4.92 (bottom quartile).Alpha: -4.27 (bottom quartile).
Point 9Sharpe: 0.74 (upper mid).Sharpe: 1.08 (top quartile).Sharpe: 0.33 (bottom quartile).Sharpe: 0.59 (lower mid).Sharpe: 0.43 (bottom quartile).
Point 10Information ratio: 0.00 (lower mid).Information ratio: 0.89 (top quartile).Information ratio: -0.47 (bottom quartile).Information ratio: 0.79 (upper mid).Information ratio: 0.00 (bottom quartile).

DSP Natural Resources and New Energy Fund

  • Bottom quartile AUM (₹1,573 Cr).
  • Established history (17+ yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 22.52% (upper mid).
  • 3Y return: 22.85% (upper mid).
  • 1Y return: 28.62% (top quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.74 (upper mid).
  • Information ratio: 0.00 (lower mid).

SBI Banking & Financial Services Fund

  • Highest AUM (₹10,106 Cr).
  • Established history (10+ yrs).
  • Not Rated.
  • Risk profile: High.
  • 5Y return: 14.46% (bottom quartile).
  • 3Y return: 21.54% (bottom quartile).
  • 1Y return: 22.65% (upper mid).
  • Alpha: 1.96 (top quartile).
  • Sharpe: 1.08 (top quartile).
  • Information ratio: 0.89 (top quartile).

SBI PSU Fund

  • Upper mid AUM (₹5,817 Cr).
  • Established history (15+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 28.40% (top quartile).
  • 3Y return: 32.69% (top quartile).
  • 1Y return: 21.79% (lower mid).
  • Alpha: -0.22 (lower mid).
  • Sharpe: 0.33 (bottom quartile).
  • Information ratio: -0.47 (bottom quartile).

Invesco India Financial Services Fund

  • Lower mid AUM (₹1,599 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: High.
  • 5Y return: 15.92% (bottom quartile).
  • 3Y return: 22.66% (lower mid).
  • 1Y return: 20.56% (bottom quartile).
  • Alpha: -4.92 (bottom quartile).
  • Sharpe: 0.59 (lower mid).
  • Information ratio: 0.79 (upper mid).

SBI Magnum COMMA Fund

  • Bottom quartile AUM (₹863 Cr).
  • Oldest track record among peers (20 yrs).
  • Rating: 4★ (lower mid).
  • Risk profile: High.
  • 5Y return: 18.20% (lower mid).
  • 3Y return: 20.15% (bottom quartile).
  • 1Y return: 20.41% (bottom quartile).
  • Alpha: -4.27 (bottom quartile).
  • Sharpe: 0.43 (bottom quartile).
  • Information ratio: 0.00 (bottom quartile).

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डायवर्सिफाइड फंड या मल्टी कैप फंड

ये फंड सभी में निवेश करते हैंमंडी कैप- लार्ज कैप, मिड और स्मॉल कैप फंड। इसकी निवेश तकनीक के कारण, वे पोर्टफोलियो को संतुलित करने में महारत हासिल करते हैं। जिससे जोखिम मध्यम है। यदि एक फंड अच्छा प्रदर्शन करने में विफल रहता है, तो दूसरा पोर्टफोलियो को संतुलित करने के लिए होता है। निवेशकों को आदर्श रूप से कम से कम 5 साल या उससे अधिक के लिए निवेशित रहना चाहिए।

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Motilal Oswal Multicap 35 Fund Growth ₹58.673
↓ -0.05 		₹13,862-5.2-4.22.922.413.5-5.6
HDFC Equity Fund Growth ₹2,066.95
↑ 1.16 		₹96,2950.85.712.72220.711.4
Nippon India Multi Cap Fund Growth ₹295.579
↑ 1.10 		₹50,352-1.908.321.822.64.1
Mahindra Badhat Yojana Growth ₹35.5327
↓ -0.08 		₹6,133-1.12.48.720.819.13.4
JM Multicap Fund Growth ₹94.4076
↑ 0.29 		₹5,463-3.5-1.7-3.520.217.4-6.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Feb 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryMotilal Oswal Multicap 35 FundHDFC Equity FundNippon India Multi Cap FundMahindra Badhat YojanaJM Multicap Fund
Point 1Lower mid AUM (₹13,862 Cr).Highest AUM (₹96,295 Cr).Upper mid AUM (₹50,352 Cr).Bottom quartile AUM (₹6,133 Cr).Bottom quartile AUM (₹5,463 Cr).
Point 2Established history (11+ yrs).Oldest track record among peers (31 yrs).Established history (20+ yrs).Established history (8+ yrs).Established history (17+ yrs).
Point 3Top rated.Rating: 3★ (lower mid).Rating: 2★ (bottom quartile).Not Rated.Rating: 4★ (upper mid).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 13.52% (bottom quartile).5Y return: 20.66% (upper mid).5Y return: 22.62% (top quartile).5Y return: 19.13% (lower mid).5Y return: 17.37% (bottom quartile).
Point 63Y return: 22.38% (top quartile).3Y return: 21.99% (upper mid).3Y return: 21.81% (lower mid).3Y return: 20.76% (bottom quartile).3Y return: 20.18% (bottom quartile).
Point 71Y return: 2.95% (bottom quartile).1Y return: 12.73% (top quartile).1Y return: 8.31% (lower mid).1Y return: 8.72% (upper mid).1Y return: -3.46% (bottom quartile).
Point 8Alpha: -12.91 (bottom quartile).Alpha: 3.70 (top quartile).Alpha: -1.30 (upper mid).Alpha: -1.73 (lower mid).Alpha: -14.34 (bottom quartile).
Point 9Sharpe: -0.51 (bottom quartile).Sharpe: 0.53 (top quartile).Sharpe: -0.05 (upper mid).Sharpe: -0.07 (lower mid).Sharpe: -0.73 (bottom quartile).
Point 10Information ratio: 0.54 (bottom quartile).Information ratio: 1.24 (top quartile).Information ratio: 0.64 (upper mid).Information ratio: 0.17 (bottom quartile).Information ratio: 0.59 (lower mid).

Motilal Oswal Multicap 35 Fund

  • Lower mid AUM (₹13,862 Cr).
  • Established history (11+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 13.52% (bottom quartile).
  • 3Y return: 22.38% (top quartile).
  • 1Y return: 2.95% (bottom quartile).
  • Alpha: -12.91 (bottom quartile).
  • Sharpe: -0.51 (bottom quartile).
  • Information ratio: 0.54 (bottom quartile).

HDFC Equity Fund

  • Highest AUM (₹96,295 Cr).
  • Oldest track record among peers (31 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 20.66% (upper mid).
  • 3Y return: 21.99% (upper mid).
  • 1Y return: 12.73% (top quartile).
  • Alpha: 3.70 (top quartile).
  • Sharpe: 0.53 (top quartile).
  • Information ratio: 1.24 (top quartile).

Nippon India Multi Cap Fund

  • Upper mid AUM (₹50,352 Cr).
  • Established history (20+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 22.62% (top quartile).
  • 3Y return: 21.81% (lower mid).
  • 1Y return: 8.31% (lower mid).
  • Alpha: -1.30 (upper mid).
  • Sharpe: -0.05 (upper mid).
  • Information ratio: 0.64 (upper mid).

Mahindra Badhat Yojana

  • Bottom quartile AUM (₹6,133 Cr).
  • Established history (8+ yrs).
  • Not Rated.
  • Risk profile: Moderately High.
  • 5Y return: 19.13% (lower mid).
  • 3Y return: 20.76% (bottom quartile).
  • 1Y return: 8.72% (upper mid).
  • Alpha: -1.73 (lower mid).
  • Sharpe: -0.07 (lower mid).
  • Information ratio: 0.17 (bottom quartile).

JM Multicap Fund

  • Bottom quartile AUM (₹5,463 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 17.37% (bottom quartile).
  • 3Y return: 20.18% (bottom quartile).
  • 1Y return: -3.46% (bottom quartile).
  • Alpha: -14.34 (bottom quartile).
  • Sharpe: -0.73 (bottom quartile).
  • Information ratio: 0.59 (lower mid).

लार्ज कैप फंड

ये वे फंड हैं जो भारत में बड़े आकार की कंपनियों में निवेश करते हैं। ये ऐसी फर्में हैं जो उद्योग में अग्रणी हैं और अपने स्थिर रिटर्न के लिए जानी जाती हैं। चूंकि लार्ज-कैप फंड बड़ी कंपनियों में निवेश करते हैं, इसलिए वे मिड और स्मॉल कैप की तुलना में कम जोखिम वाले होते हैं। लेकिन, इक्विटी फंड होने के नाते इसमें जोखिम हमेशा बना रहता है। निवेशक जो मध्यम से उच्च स्तर के जोखिम को सहन कर सकते हैं और 5 साल या उससे अधिक समय तक निवेशित रह सकते हैं, इन योजनाओं में निवेश कर सकते हैं।

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
Nippon India Large Cap Fund Growth ₹92.7289
↑ 0.14 		₹50,87603.710.219.117.79.2
ICICI Prudential Bluechip Fund Growth ₹113.88
↑ 0.04 		₹78,50214.610.818.31611.3
HDFC Top 100 Fund Growth ₹1,169.98
↑ 2.36 		₹40,6041.74.58.11614.77.9
Invesco India Largecap Fund Growth ₹69.92
↓ -0.23 		₹1,718-1.138.417.714.45.5
Kotak Bluechip Fund Growth ₹587.982
↑ 1.09 		₹11,0870.64.61015.513.58.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Feb 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryNippon India Large Cap FundICICI Prudential Bluechip FundHDFC Top 100 FundInvesco India Largecap FundKotak Bluechip Fund
Point 1Upper mid AUM (₹50,876 Cr).Highest AUM (₹78,502 Cr).Lower mid AUM (₹40,604 Cr).Bottom quartile AUM (₹1,718 Cr).Bottom quartile AUM (₹11,087 Cr).
Point 2Established history (18+ yrs).Established history (17+ yrs).Oldest track record among peers (29 yrs).Established history (16+ yrs).Established history (27+ yrs).
Point 3Top rated.Rating: 4★ (upper mid).Rating: 3★ (lower mid).Rating: 3★ (bottom quartile).Rating: 3★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.
Point 55Y return: 17.75% (top quartile).5Y return: 15.99% (upper mid).5Y return: 14.71% (lower mid).5Y return: 14.38% (bottom quartile).5Y return: 13.53% (bottom quartile).
Point 63Y return: 19.10% (top quartile).3Y return: 18.26% (upper mid).3Y return: 15.96% (bottom quartile).3Y return: 17.69% (lower mid).3Y return: 15.54% (bottom quartile).
Point 71Y return: 10.23% (upper mid).1Y return: 10.78% (top quartile).1Y return: 8.13% (bottom quartile).1Y return: 8.39% (bottom quartile).1Y return: 10.02% (lower mid).
Point 8Alpha: -0.94 (upper mid).Alpha: 1.30 (top quartile).Alpha: -1.63 (bottom quartile).Alpha: -5.05 (bottom quartile).Alpha: -1.48 (lower mid).
Point 9Sharpe: 0.29 (upper mid).Sharpe: 0.48 (top quartile).Sharpe: 0.21 (bottom quartile).Sharpe: 0.04 (bottom quartile).Sharpe: 0.25 (lower mid).
Point 10Information ratio: 1.37 (top quartile).Information ratio: 1.26 (upper mid).Information ratio: 0.54 (bottom quartile).Information ratio: 0.67 (lower mid).Information ratio: 0.46 (bottom quartile).

Nippon India Large Cap Fund

  • Upper mid AUM (₹50,876 Cr).
  • Established history (18+ yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 17.75% (top quartile).
  • 3Y return: 19.10% (top quartile).
  • 1Y return: 10.23% (upper mid).
  • Alpha: -0.94 (upper mid).
  • Sharpe: 0.29 (upper mid).
  • Information ratio: 1.37 (top quartile).

ICICI Prudential Bluechip Fund

  • Highest AUM (₹78,502 Cr).
  • Established history (17+ yrs).
  • Rating: 4★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 15.99% (upper mid).
  • 3Y return: 18.26% (upper mid).
  • 1Y return: 10.78% (top quartile).
  • Alpha: 1.30 (top quartile).
  • Sharpe: 0.48 (top quartile).
  • Information ratio: 1.26 (upper mid).

HDFC Top 100 Fund

  • Lower mid AUM (₹40,604 Cr).
  • Oldest track record among peers (29 yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 14.71% (lower mid).
  • 3Y return: 15.96% (bottom quartile).
  • 1Y return: 8.13% (bottom quartile).
  • Alpha: -1.63 (bottom quartile).
  • Sharpe: 0.21 (bottom quartile).
  • Information ratio: 0.54 (bottom quartile).

Invesco India Largecap Fund

  • Bottom quartile AUM (₹1,718 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 14.38% (bottom quartile).
  • 3Y return: 17.69% (lower mid).
  • 1Y return: 8.39% (bottom quartile).
  • Alpha: -5.05 (bottom quartile).
  • Sharpe: 0.04 (bottom quartile).
  • Information ratio: 0.67 (lower mid).

Kotak Bluechip Fund

  • Bottom quartile AUM (₹11,087 Cr).
  • Established history (27+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 13.53% (bottom quartile).
  • 3Y return: 15.54% (bottom quartile).
  • 1Y return: 10.02% (lower mid).
  • Alpha: -1.48 (lower mid).
  • Sharpe: 0.25 (lower mid).
  • Information ratio: 0.46 (bottom quartile).

1. SBI PSU Fund

The objective of the scheme would be to provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme through an active management of investments in a diversified basket of equity stocks of domestic Public Sector Undertakings and in debt and money market instruments issued by PSUs AND others.

Research Highlights for SBI PSU Fund

  • Lower mid AUM (₹5,817 Cr).
  • Established history (15+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 28.40% (top quartile).
  • 3Y return: 32.69% (upper mid).
  • 1Y return: 21.79% (upper mid).
  • Alpha: -0.22 (lower mid).
  • Sharpe: 0.33 (upper mid).
  • Information ratio: -0.47 (bottom quartile).
  • Higher exposure to Financial Services vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~97%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding State Bank of India (~16.8%).

Below is the key information for SBI PSU Fund

SBI PSU Fund
Growth
Launch Date 7 Jul 10
NAV (06 Feb 26) ₹35.3653 ↑ 0.08   (0.22 %)
Net Assets (Cr) ₹5,817 on 31 Dec 25
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating ☆☆
Risk High
Expense Ratio 1.89
Sharpe Ratio 0.33
Information Ratio -0.47
Alpha Ratio -0.22
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.

DateValue
31 Jan 21₹10,000
31 Jan 22₹14,656
31 Jan 23₹17,067
31 Jan 24₹30,032
31 Jan 25₹32,242
31 Jan 26₹38,028

SBI PSU Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552 Invest Now

Returns for SBI PSU Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Feb 26

DurationReturns
1 Month 2.2%
3 Month 6.1%
6 Month 13.9%
1 Year 21.8%
3 Year 32.7%
5 Year 28.4%
10 Year
15 Year
Since launch 8.4%
Historical performance (Yearly) on absolute basis
YearReturns
2024 11.3%
2023 23.5%
2022 54%
2021 29%
2020 32.4%
2019 -10%
2018 6%
2017 -23.8%
2016 21.9%
2015 16.2%
Fund Manager information for SBI PSU Fund
NameSinceTenure
Rohit Shimpi1 Jun 241.59 Yr.

Data below for SBI PSU Fund as on 31 Dec 25

Equity Sector Allocation
SectorValue
Financial Services35.24%
Utility29.32%
Energy13.87%
Industrials12%
Basic Materials6.69%
Asset Allocation
Asset ClassValue
Cash2.8%
Equity97.11%
Debt0.08%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 31 Jul 10 | SBIN		17%₹975 Cr9,927,500
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Jun 24 | BEL		9%₹518 Cr12,975,000
NTPC Ltd (Utilities)
Equity, Since 31 Jul 10 | 532555		9%₹509 Cr15,443,244
↑ 900,000
GAIL (India) Ltd (Utilities)
Equity, Since 31 May 24 | 532155		9%₹502 Cr29,150,000
↑ 3,400,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jul 10 | 532898		8%₹467 Cr17,635,554
↑ 1,100,000
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 24 | 500547		6%₹372 Cr9,700,000
Bank of Baroda (Financial Services)
Equity, Since 31 Aug 24 | 532134		6%₹325 Cr11,000,000
NMDC Ltd (Basic Materials)
Equity, Since 31 Oct 23 | 526371		4%₹232 Cr27,900,000
Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 532814		3%₹203 Cr2,427,235
Oil India Ltd (Energy)
Equity, Since 31 Mar 24 | OIL		3%₹163 Cr3,850,000

2. ICICI Prudential Infrastructure Fund

To generate capital appreciation and income distribution to unit holders by investing predominantly in equity/equity related securities of the companies belonging to the infrastructure development and balance in debt securities and money market instruments.

Research Highlights for ICICI Prudential Infrastructure Fund

  • Upper mid AUM (₹8,134 Cr).
  • Oldest track record among peers (20 yrs).
  • Top rated.
  • Risk profile: High.
  • 5Y return: 27.73% (upper mid).
  • 3Y return: 25.28% (bottom quartile).
  • 1Y return: 9.66% (bottom quartile).
  • Alpha: 0.00 (upper mid).
  • Sharpe: 0.12 (bottom quartile).
  • Information ratio: 0.00 (upper mid).
  • Higher exposure to Industrials vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~97%).
  • High-quality debt (AAA/AA ~100%).
  • Largest holding Larsen & Toubro Ltd (~8.8%).

Below is the key information for ICICI Prudential Infrastructure Fund

ICICI Prudential Infrastructure Fund
Growth
Launch Date 31 Aug 05
NAV (06 Feb 26) ₹195.39 ↓ -0.45   (-0.23 %)
Net Assets (Cr) ₹8,134 on 31 Dec 25
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating ☆☆☆
Risk High
Expense Ratio 1.89
Sharpe Ratio 0.12
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 21₹10,000
31 Jan 22₹16,042
31 Jan 23₹19,152
31 Jan 24₹29,825
31 Jan 25₹34,393
31 Jan 26₹36,891

ICICI Prudential Infrastructure Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181 Invest Now

Returns for ICICI Prudential Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Feb 26

DurationReturns
1 Month -2.1%
3 Month -1.7%
6 Month 2%
1 Year 9.7%
3 Year 25.3%
5 Year 27.7%
10 Year
15 Year
Since launch 15.7%
Historical performance (Yearly) on absolute basis
YearReturns
2024 6.7%
2023 27.4%
2022 44.6%
2021 28.8%
2020 50.1%
2019 3.6%
2018 2.6%
2017 -14%
2016 40.8%
2015 2%
Fund Manager information for ICICI Prudential Infrastructure Fund
NameSinceTenure
Ihab Dalwai3 Jun 178.59 Yr.
Sharmila D’mello30 Jun 223.51 Yr.

Data below for ICICI Prudential Infrastructure Fund as on 31 Dec 25

Equity Sector Allocation
SectorValue
Industrials46.72%
Financial Services13.08%
Basic Materials11.19%
Utility10.14%
Energy8.12%
Real Estate4.42%
Consumer Cyclical1.99%
Communication Services0.86%
Asset Allocation
Asset ClassValue
Cash3.15%
Equity96.85%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 09 | LT		9%₹717 Cr1,755,704
InterGlobe Aviation Ltd (Industrials)
Equity, Since 28 Feb 23 | INDIGO		7%₹565 Cr1,116,358
↑ 891,940
NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | 532555		4%₹342 Cr10,376,448
↓ -600,000
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 24 | ADANIPORTS		3%₹250 Cr1,700,000
↓ -154,934
AIA Engineering Ltd (Industrials)
Equity, Since 28 Feb 21 | AIAENG		3%₹246 Cr612,120
↓ -57,631
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 23 | RELIANCE		3%₹240 Cr1,529,725
Kalpataru Projects International Ltd (Industrials)
Equity, Since 30 Sep 06 | KPIL		3%₹230 Cr1,911,120
↑ 107,554
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 20 | 532215		3%₹214 Cr1,683,557
IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Oct 24 | INDUSINDBK		3%₹209 Cr2,424,016
NCC Ltd (Industrials)
Equity, Since 31 Aug 21 | NCC		3%₹209 Cr13,053,905

3. Invesco India PSU Equity Fund

To generate capital appreciation by investing in Equity and Equity Related Instruments of companies where the Central / State Government(s) has majority shareholding or management control or has powers to appoint majority of directors. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Research Highlights for Invesco India PSU Equity Fund

  • Bottom quartile AUM (₹1,449 Cr).
  • Established history (16+ yrs).
  • Rating: 3★ (upper mid).
  • Risk profile: High.
  • 5Y return: 26.81% (lower mid).
  • 3Y return: 31.06% (lower mid).
  • 1Y return: 19.66% (lower mid).
  • Alpha: -1.90 (bottom quartile).
  • Sharpe: 0.27 (lower mid).
  • Information ratio: -0.37 (lower mid).
  • Higher exposure to Industrials vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~98%).
  • Largest holding State Bank of India (~9.4%).

Below is the key information for Invesco India PSU Equity Fund

Invesco India PSU Equity Fund
Growth
Launch Date 18 Nov 09
NAV (06 Feb 26) ₹66.66 ↓ -0.26   (-0.39 %)
Net Assets (Cr) ₹1,449 on 31 Dec 25
Category Equity - Sectoral
AMC Invesco Asset Management (India) Private Ltd
Rating ☆☆☆
Risk High
Expense Ratio 2.14
Sharpe Ratio 0.27
Information Ratio -0.37
Alpha Ratio -1.9
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 21₹10,000
31 Jan 22₹13,872
31 Jan 23₹15,622
31 Jan 24₹26,577
31 Jan 25₹29,948
31 Jan 26₹35,297

Invesco India PSU Equity Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107 Invest Now

Returns for Invesco India PSU Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Feb 26

DurationReturns
1 Month -1.1%
3 Month 1.5%
6 Month 8%
1 Year 19.7%
3 Year 31.1%
5 Year 26.8%
10 Year
15 Year
Since launch 12.4%
Historical performance (Yearly) on absolute basis
YearReturns
2024 10.3%
2023 25.6%
2022 54.5%
2021 20.5%
2020 31.1%
2019 6.1%
2018 10.1%
2017 -16.9%
2016 24.3%
2015 17.9%
Fund Manager information for Invesco India PSU Equity Fund
NameSinceTenure
Hiten Jain1 Jul 250.5 Yr.
Sagar Gandhi1 Jul 250.5 Yr.

Data below for Invesco India PSU Equity Fund as on 31 Dec 25

Equity Sector Allocation
SectorValue
Industrials31.01%
Financial Services29.88%
Utility19.12%
Energy13.49%
Basic Materials3.52%
Consumer Cyclical1.22%
Asset Allocation
Asset ClassValue
Cash1.76%
Equity98.24%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN		9%₹136 Cr1,387,617
↓ -38,697
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Mar 17 | BEL		8%₹120 Cr2,997,692
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 18 | 500547		7%₹104 Cr2,717,009
↓ -184,556
Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 532814		7%₹97 Cr1,157,444
↑ 76,826
NTPC Green Energy Ltd (Utilities)
Equity, Since 30 Nov 24 | NTPCGREEN		6%₹86 Cr9,129,820
↑ 339,034
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | HAL		6%₹86 Cr196,158
Bank of Baroda (Financial Services)
Equity, Since 30 Jun 21 | 532134		5%₹66 Cr2,244,222
↑ 127,830
Bharat Dynamics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | BDL		5%₹65 Cr445,685
↑ 21,640
Dredging Corp of India Ltd (Industrials)
Equity, Since 31 Jul 25 | DREDGECORP		4%₹64 Cr646,300
NTPC Ltd (Utilities)
Equity, Since 31 May 19 | 532555		4%₹59 Cr1,801,543
↓ -223,420

4. DSP World Gold Fund

"The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of MLIIF - WGF. The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or units of money market/liquid schemes of DSP Merrill Lynch Mutual Fund, in order to meet liquidity requirements from time to time. However, there is no assurance that the investment objective of the Scheme will be realized."

Research Highlights for DSP World Gold Fund

  • Bottom quartile AUM (₹1,756 Cr).
  • Established history (18+ yrs).
  • Rating: 3★ (lower mid).
  • Risk profile: High.
  • 5Y return: 26.14% (bottom quartile).
  • 3Y return: 49.36% (top quartile).
  • 1Y return: 134.74% (top quartile).
  • Alpha: 1.32 (top quartile).
  • Sharpe: 3.42 (top quartile).
  • Information ratio: -0.67 (bottom quartile).
  • Higher exposure to Basic Materials vs peer median.
  • Top bond sector: Cash Equivalent.
  • Equity-heavy allocation (~95%).
  • Largest holding BGF World Gold I2 (~73.7%).
  • Top-3 holdings concentration ~100.4%.

Below is the key information for DSP World Gold Fund

DSP World Gold Fund
Growth
Launch Date 14 Sep 07
NAV (05 Feb 26) ₹57.6652 ↓ -3.01   (-4.96 %)
Net Assets (Cr) ₹1,756 on 31 Dec 25
Category Equity - Global
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating ☆☆☆
Risk High
Expense Ratio 1.41
Sharpe Ratio 3.42
Information Ratio -0.67
Alpha Ratio 1.32
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 21₹10,000
31 Jan 22₹8,807
31 Jan 23₹9,422
31 Jan 24₹8,517
31 Jan 25₹12,548
31 Jan 26₹33,170

DSP World Gold Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107 Invest Now

Returns for DSP World Gold Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Feb 26

DurationReturns
1 Month 5.4%
3 Month 40%
6 Month 75.8%
1 Year 134.7%
3 Year 49.4%
5 Year 26.1%
10 Year
15 Year
Since launch 10%
Historical performance (Yearly) on absolute basis
YearReturns
2024 167.1%
2023 15.9%
2022 7%
2021 -7.7%
2020 -9%
2019 31.4%
2018 35.1%
2017 -10.7%
2016 -4%
2015 52.7%
Fund Manager information for DSP World Gold Fund
NameSinceTenure
Jay Kothari1 Mar 1312.85 Yr.

Data below for DSP World Gold Fund as on 31 Dec 25

Equity Sector Allocation
SectorValue
Basic Materials94.95%
Asset Allocation
Asset ClassValue
Cash2.43%
Equity94.95%
Debt0.01%
Other2.6%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF World Gold I2
Investment Fund | -		74%₹1,294 Cr1,219,254
↓ -59,731
VanEck Gold Miners ETF
- | GDX		25%₹442 Cr573,719
Treps / Reverse Repo Investments
CBLO/Reverse Repo | -		2%₹28 Cr
Net Receivables/Payables
Net Current Assets | -		0%-₹8 Cr

5. Motilal Oswal Midcap 30 Fund 

(Erstwhile Motilal Oswal MOSt Focused Midcap 30 Fund)

The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Research Highlights for Motilal Oswal Midcap 30 Fund 

  • Highest AUM (₹36,880 Cr).
  • Established history (11+ yrs).
  • Rating: 3★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 24.62% (bottom quartile).
  • 3Y return: 22.90% (bottom quartile).
  • 1Y return: -3.18% (bottom quartile).
  • Alpha: -18.12 (bottom quartile).
  • Sharpe: -0.79 (bottom quartile).
  • Information ratio: 0.10 (top quartile).
  • Top sector: Technology.
  • Higher exposure to Cash Equivalent (bond sector) vs peer median.
  • Equity-heavy allocation (~82%).
  • Largest holding Persistent Systems Ltd (~10.2%).

Below is the key information for Motilal Oswal Midcap 30 Fund 

Motilal Oswal Midcap 30 Fund 
Growth
Launch Date 24 Feb 14
NAV (06 Feb 26) ₹93.5699 ↓ -0.34   (-0.36 %)
Net Assets (Cr) ₹36,880 on 31 Dec 25
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating ☆☆☆
Risk Moderately High
Expense Ratio 1.56
Sharpe Ratio -0.79
Information Ratio 0.1
Alpha Ratio -18.12
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 21₹10,000
31 Jan 22₹15,611
31 Jan 23₹17,167
31 Jan 24₹25,382
31 Jan 25₹32,939
31 Jan 26₹31,530

Motilal Oswal Midcap 30 Fund  SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833 Invest Now

Returns for Motilal Oswal Midcap 30 Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Feb 26

DurationReturns
1 Month -5.6%
3 Month -9%
6 Month -7.6%
1 Year -3.2%
3 Year 22.9%
5 Year 24.6%
10 Year
15 Year
Since launch 20.6%
Historical performance (Yearly) on absolute basis
YearReturns
2024 -12.1%
2023 57.1%
2022 41.7%
2021 10.7%
2020 55.8%
2019 9.3%
2018 9.7%
2017 -12.7%
2016 30.8%
2015 5.2%
Fund Manager information for Motilal Oswal Midcap 30 Fund 
NameSinceTenure
Ajay Khandelwal1 Oct 241.25 Yr.
Niket Shah1 Jul 205.51 Yr.
Rakesh Shetty22 Nov 223.11 Yr.
Sunil Sawant1 Jul 241.5 Yr.

Data below for Motilal Oswal Midcap 30 Fund  as on 31 Dec 25

Equity Sector Allocation
SectorValue
Technology34.62%
Consumer Cyclical15.12%
Industrials10.84%
Financial Services10.65%
Communication Services9.14%
Real Estate2.38%
Health Care0.85%
Asset Allocation
Asset ClassValue
Cash18.4%
Equity81.6%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT		10%₹3,744 Cr5,969,840
↓ -30,160
Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE		9%₹3,284 Cr19,750,000
One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | 543396		8%₹2,923 Cr22,501,127
↑ 21,166
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL		8%₹2,914 Cr60,043,240
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 23 | DIXON		7%₹2,541 Cr2,100,000
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | 543320		6%₹2,127 Cr76,501,000
↓ -33,500,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 25 | BHARTIARTL		5%₹2,004 Cr9,517,664
↑ 17,664
KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI		5%₹1,784 Cr4,000,000
Aditya Birla Capital Ltd (Financial Services)
Equity, Since 30 Jun 25 | ABCAPITAL		5%₹1,699 Cr47,500,000
Bharti Hexacom Ltd (Communication Services)
Equity, Since 31 Oct 24 | BHARTIHEXA		4%₹1,366 Cr7,500,000

उच्च जोखिम वाले निवेशों में SIP मार्ग क्यों एक स्मार्ट विकल्प है?

एक व्यवस्थितनिवेश योजना (सिप) म्यूचुअल फंड में निवेश का एक कुशल तरीका है, खासकर इक्विटी फंड में। एक एसआईपी एक की अनुमति देता हैइन्वेस्टर योजना में नियमित रूप से एक निश्चित राशि का निवेश करने के लिए। SIP का एक महत्वपूर्ण लाभ यह है कि यह रुपये की औसत लागत में मदद करता है। जब आप बाजार की स्थितियों की परवाह किए बिना नियमित रूप से निवेश करते हैं, तो बाजार के कम होने पर आपको अधिक इकाइयाँ और बाज़ार के उच्च होने पर कम इकाइयाँ मिलेंगी। यह आपकी म्युचुअल फंड इकाइयों की खरीद लागत का औसत निकालता है।

अन्य लाभ हैकंपाउंडिंग की शक्ति. जब आप लंबी अवधि के लिए निवेश करते हैं तो आपका पैसा चक्रवृद्धि शुरू हो जाता है। संचित कोष को बाजार में फिर से निवेश किया जाता है और आप अपने निवेश से अर्जित प्रतिफल पर प्रतिफल अर्जित करते हैं। यह एक बड़ा कोष बनाने में मदद करता है जो आपको नियमित छोटे निवेश के साथ अपने दीर्घकालिक लक्ष्यों को प्राप्त करने में मदद कर सकता है।

SIP के कुछ अन्य फायदे हैं:

  • न्यूनतम निवेश INR 500 . से शुरू होता है
  • लंबी अवधि की बचत की आदत बनाता है
  • लंबी अवधि के जोखिम को कम करता है
  • लक्ष्य-वार निवेश में मदद करता है

हाई रिस्क म्युचुअल फंड में निवेश कैसे करें?

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

  2. अपना पंजीकरण और केवाईसी प्रक्रिया पूरी करें

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

    शुरू हो जाओ

Disclaimer:
यहां प्रदान की गई जानकारी सटीक है, यह सुनिश्चित करने के लिए सभी प्रयास किए गए हैं। हालांकि, डेटा की शुद्धता के संबंध में कोई गारंटी नहीं दी जाती है। कृपया कोई भी निवेश करने से पहले योजना सूचना दस्तावेज के साथ सत्यापित करें।

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