+91-22-48913909भारत में शीर्ष 5 सर्वश्रेष्ठ उच्च जोखिम वाले म्युचुअल फंड
भारी जोखिमम्यूचुअल फंड्स उन फंडों को देखें जिनमें भविष्य में उच्च रिटर्न देने की क्षमता है।
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।
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Invesco India Mid Cap Fund Growth ₹183.52
↓ -0.87 ₹15,749 -7.1 2.6 -1.6 20.3 15.9 6.3 ICICI Prudential MidCap Fund Growth ₹310.92
↓ -3.10 ₹7,961 -7.3 -5.6 0.1 18.4 13.8 11.1 Edelweiss Mid Cap Fund Growth ₹100.296
↓ -0.96 ₹19,230 -7.3 -2.6 -3.2 17.4 14.7 3.8 Motilal Oswal Midcap 30 Fund Growth ₹96.3124
↓ -0.69 ₹40,208 -3.6 5.9 -8.5 15.8 17.4 -12.1 Sundaram Mid Cap Fund Growth ₹1,366.6
↓ -14.05 ₹13,854 -9.2 -3.5 -5.4 15.4 14.1 4.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Oct 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Invesco India Mid Cap Fund ICICI Prudential MidCap Fund Edelweiss Mid Cap Fund Motilal Oswal Midcap 30 Fund Sundaram Mid Cap Fund Point 1 Lower mid AUM (₹15,749 Cr). Bottom quartile AUM (₹7,961 Cr). Upper mid AUM (₹19,230 Cr). Highest AUM (₹40,208 Cr). Bottom quartile AUM (₹13,854 Cr). Point 2 Established history (19+ yrs). Established history (22+ yrs). Established history (18+ yrs). Established history (12+ yrs). Oldest track record among peers (24 yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Rating: 3★ (lower mid). Top rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 15.90% (upper mid). 5Y return: 13.84% (bottom quartile). 5Y return: 14.72% (lower mid). 5Y return: 17.38% (top quartile). 5Y return: 14.09% (bottom quartile). Point 6 3Y return: 20.32% (top quartile). 3Y return: 18.41% (upper mid). 3Y return: 17.45% (lower mid). 3Y return: 15.85% (bottom quartile). 3Y return: 15.44% (bottom quartile). Point 7 1Y return: -1.61% (upper mid). 1Y return: 0.12% (top quartile). 1Y return: -3.17% (lower mid). 1Y return: -8.47% (bottom quartile). 1Y return: -5.37% (bottom quartile). Point 8 Alpha: 0.00 (lower mid). Alpha: 7.02 (top quartile). Alpha: 0.22 (upper mid). Alpha: -3.81 (bottom quartile). Alpha: -1.10 (bottom quartile). Point 9 Sharpe: 0.17 (upper mid). Sharpe: 0.38 (top quartile). Sharpe: 0.06 (lower mid). Sharpe: -0.12 (bottom quartile). Sharpe: 0.00 (bottom quartile). Point 10 Information ratio: 0.00 (bottom quartile). Information ratio: 1.25 (top quartile). Information ratio: 0.96 (upper mid). Information ratio: 0.24 (bottom quartile). Information ratio: 0.52 (lower mid). Invesco India Mid Cap Fund
ICICI Prudential MidCap Fund
Edelweiss Mid Cap Fund
Motilal Oswal Midcap 30 Fund
Sundaram Mid Cap Fund
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।
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) SBI Healthcare Opportunities Fund Growth ₹507.077
↑ 2.79 ₹5,870 -0.8 15.4 16 23.3 18 -3.5 UTI Healthcare Fund Growth ₹328.616
↓ -0.45 ₹1,430 -1.6 12.3 12.4 22.3 15.1 -3.1 Nippon India Pharma Fund Growth ₹555.236
↑ 2.86 ₹9,166 -2.7 7.4 8.1 17.5 13.2 -3.3 SBI Magnum Global Fund Growth ₹383.642
↓ -0.61 ₹6,381 -4.2 3.9 7.5 6 6.3 -5.6 BOI AXA Manufacturing and Infrastructure Fund Growth ₹63.54
↓ -0.50 ₹984 -4.4 1.2 7.3 19.2 17.9 7.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Oct 26 Research Highlights & Commentary of 5 Funds showcased
Commentary SBI Healthcare Opportunities Fund UTI Healthcare Fund Nippon India Pharma Fund SBI Magnum Global Fund BOI AXA Manufacturing and Infrastructure Fund Point 1 Lower mid AUM (₹5,870 Cr). Bottom quartile AUM (₹1,430 Cr). Highest AUM (₹9,166 Cr). Upper mid AUM (₹6,381 Cr). Bottom quartile AUM (₹984 Cr). Point 2 Established history (21+ yrs). Oldest track record among peers (27 yrs). Established history (22+ yrs). Established history (21+ yrs). Established history (16+ yrs). Point 3 Top rated. Rating: 1★ (bottom quartile). Rating: 2★ (upper mid). Rating: 2★ (lower mid). Not Rated. Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: Moderately High. Risk profile: High. Point 5 5Y return: 17.98% (top quartile). 5Y return: 15.06% (lower mid). 5Y return: 13.17% (bottom quartile). 5Y return: 6.26% (bottom quartile). 5Y return: 17.94% (upper mid). Point 6 3Y return: 23.33% (top quartile). 3Y return: 22.28% (upper mid). 3Y return: 17.50% (bottom quartile). 3Y return: 6.04% (bottom quartile). 3Y return: 19.17% (lower mid). Point 7 1Y return: 15.96% (top quartile). 1Y return: 12.39% (upper mid). 1Y return: 8.10% (lower mid). 1Y return: 7.48% (bottom quartile). 1Y return: 7.33% (bottom quartile). Point 8 Alpha: 3.63 (upper mid). Alpha: 0.86 (lower mid). Alpha: -2.12 (bottom quartile). Alpha: 10.50 (top quartile). Alpha: 0.00 (bottom quartile). Point 9 Sharpe: 0.95 (top quartile). Sharpe: 0.78 (upper mid). Sharpe: 0.57 (bottom quartile). Sharpe: 0.56 (bottom quartile). Sharpe: 0.70 (lower mid). Point 10 Information ratio: 0.10 (top quartile). Information ratio: 0.06 (upper mid). Information ratio: -1.17 (bottom quartile). Information ratio: -0.66 (bottom quartile). Information ratio: 0.00 (lower mid). SBI Healthcare Opportunities Fund
UTI Healthcare Fund
Nippon India Pharma Fund
SBI Magnum Global Fund
BOI AXA Manufacturing and Infrastructure Fund
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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।
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Aditya Birla Sun Life Manufacturing Equity Fund Growth ₹37.02
↓ -0.35 ₹1,386 -2.9 4.9 9.6 18.7 13.2 3.5 BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01 ₹588 -4.6 -2.6 19.3 17.3 13.6 Motilal Oswal Multicap 35 Fund Growth ₹60.3496
↓ -0.49 ₹13,446 -1.4 8.4 -4.6 15.8 11.5 -5.6 Mahindra Badhat Yojana Growth ₹36.8673
↓ -0.27 ₹7,457 -3.9 2.3 1.5 14.3 12 3.4 Aditya Birla Sun Life Equity Fund Growth ₹1,877.3
↓ -0.22 ₹27,982 -3.6 2.9 0.3 14.2 9.9 11.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Oct 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Aditya Birla Sun Life Manufacturing Equity Fund BNP Paribas Multi Cap Fund Motilal Oswal Multicap 35 Fund Mahindra Badhat Yojana Aditya Birla Sun Life Equity Fund Point 1 Bottom quartile AUM (₹1,386 Cr). Bottom quartile AUM (₹588 Cr). Upper mid AUM (₹13,446 Cr). Lower mid AUM (₹7,457 Cr). Highest AUM (₹27,982 Cr). Point 2 Established history (11+ yrs). Established history (21+ yrs). Established history (12+ yrs). Established history (9+ yrs). Oldest track record among peers (28 yrs). Point 3 Not Rated. Rating: 4★ (upper mid). Top rated. Not Rated. Rating: 4★ (lower mid). Point 4 Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 13.18% (upper mid). 5Y return: 13.57% (top quartile). 5Y return: 11.50% (bottom quartile). 5Y return: 12.02% (lower mid). 5Y return: 9.89% (bottom quartile). Point 6 3Y return: 18.71% (top quartile). 3Y return: 17.28% (upper mid). 3Y return: 15.85% (lower mid). 3Y return: 14.35% (bottom quartile). 3Y return: 14.25% (bottom quartile). Point 7 1Y return: 9.59% (upper mid). 1Y return: 19.34% (top quartile). 1Y return: -4.64% (bottom quartile). 1Y return: 1.50% (lower mid). 1Y return: 0.27% (bottom quartile). Point 8 Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Alpha: 4.27 (lower mid). Alpha: 9.62 (top quartile). Alpha: 7.66 (upper mid). Point 9 Sharpe: 0.81 (upper mid). Sharpe: 2.86 (top quartile). Sharpe: -0.06 (bottom quartile). Sharpe: 0.35 (lower mid). Sharpe: 0.12 (bottom quartile). Point 10 Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.75 (lower mid). Information ratio: 0.83 (upper mid). Information ratio: 1.49 (top quartile). Aditya Birla Sun Life Manufacturing Equity Fund
BNP Paribas Multi Cap Fund
Motilal Oswal Multicap 35 Fund
Mahindra Badhat Yojana
Aditya Birla Sun Life Equity Fund
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।
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05 ₹655 9.2 12.5 15.4 21.9 12.6 Nippon India Large Cap Fund Growth ₹85.2178
↑ 0.23 ₹51,296 -5.6 -3.9 -9.5 10.1 11 9.2 ICICI Prudential Bluechip Fund Growth ₹102.62
↑ 0.26 ₹76,352 -6.2 -3.8 -10.2 9.7 9.2 11.3 HDFC Top 100 Fund Growth ₹1,069.16
↑ 2.87 ₹37,294 -6.3 -2.1 -8.5 8 8.9 7.9 Invesco India Largecap Fund Growth ₹69.19
↑ 0.24 ₹1,925 -3.8 2.7 -3.6 12.5 8.7 5.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jul 23 Research Highlights & Commentary of 5 Funds showcased
Commentary IDBI India Top 100 Equity Fund Nippon India Large Cap Fund ICICI Prudential Bluechip Fund HDFC Top 100 Fund Invesco India Largecap Fund Point 1 Bottom quartile AUM (₹655 Cr). Upper mid AUM (₹51,296 Cr). Highest AUM (₹76,352 Cr). Lower mid AUM (₹37,294 Cr). Bottom quartile AUM (₹1,925 Cr). Point 2 Established history (14+ yrs). Established history (19+ yrs). Established history (18+ yrs). Oldest track record among peers (30 yrs). Established history (17+ yrs). Point 3 Rating: 3★ (lower mid). Top rated. Rating: 4★ (upper mid). Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 12.61% (top quartile). 5Y return: 11.04% (upper mid). 5Y return: 9.25% (lower mid). 5Y return: 8.94% (bottom quartile). 5Y return: 8.72% (bottom quartile). Point 6 3Y return: 21.88% (top quartile). 3Y return: 10.08% (lower mid). 3Y return: 9.71% (bottom quartile). 3Y return: 8.00% (bottom quartile). 3Y return: 12.53% (upper mid). Point 7 1Y return: 15.39% (top quartile). 1Y return: -9.45% (bottom quartile). 1Y return: -10.16% (bottom quartile). 1Y return: -8.53% (lower mid). 1Y return: -3.64% (upper mid). Point 8 Alpha: 2.11 (upper mid). Alpha: -1.77 (bottom quartile). Alpha: -2.78 (bottom quartile). Alpha: -0.09 (lower mid). Alpha: 6.02 (top quartile). Point 9 Sharpe: 1.09 (top quartile). Sharpe: -0.62 (bottom quartile). Sharpe: -0.69 (bottom quartile). Sharpe: -0.52 (lower mid). Sharpe: -0.19 (upper mid). Point 10 Information ratio: 0.14 (bottom quartile). Information ratio: 0.42 (upper mid). Information ratio: 0.41 (lower mid). Information ratio: -0.33 (bottom quartile). Information ratio: 0.90 (top quartile). IDBI India Top 100 Equity Fund
Nippon India Large Cap Fund
ICICI Prudential Bluechip Fund
HDFC Top 100 Fund
Invesco India Largecap 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." Below is the key information for DSP World Gold Fund Returns up to 1 year are on 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 Below is the key information for SBI PSU Fund Returns up to 1 year are on To generate capital appreciation, from a portfolio that is substantially constituted of equity securities and equity related securities of corporates, which could benefit from structural changes brought about by continuing liberalization in economic policies by the government and/or continuing investments in infrastructure, both by the public and private sector. Research Highlights for DSP India T.I.G.E.R Fund Below is the key information for DSP India T.I.G.E.R Fund Returns up to 1 year are on The investment objective of the scheme is to provide long term growth from a portfolio of equity / equity related instruments of companies engaged either directly or indirectly in the infrastructure sector. Research Highlights for LIC MF Infrastructure Fund Below is the key information for LIC MF Infrastructure Fund Returns up to 1 year are on (Erstwhile SBI Pharma Fund) To provide the investors maximum growth opportunity through equity
investments in stocks of growth oriented sectors of the economy. Research Highlights for SBI Healthcare Opportunities Fund Below is the key information for SBI Healthcare Opportunities Fund Returns up to 1 year are on 1. DSP World Gold Fund
DSP World Gold Fund
Growth Launch Date 14 Sep 07 NAV (29 Oct 26) ₹53.9141 ↓ -0.88 (-1.60 %) Net Assets (Cr) ₹1,665 on 30 Sep 26 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk High Expense Ratio 1.41 Sharpe Ratio 0.67 Information Ratio -0.8 Alpha Ratio 4.06 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.
Date Value 31 Oct 21 ₹10,000 31 Oct 22 ₹7,688 31 Oct 23 ₹9,083 31 Oct 24 ₹12,987 31 Oct 25 ₹24,285 31 Oct 26 ₹29,194 Returns for DSP World Gold Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 26 Duration Returns 1 Month -8.2% 3 Month 10.5% 6 Month -5.2% 1 Year 28.1% 3 Year 49.5% 5 Year 25.1% 10 Year 15 Year Since launch 9.2% Historical performance (Yearly) on absolute basis
Year Returns 2025 167.1% 2024 15.9% 2023 7% 2022 -7.7% 2021 -9% 2020 31.4% 2019 35.1% 2018 -10.7% 2017 -4% 2016 52.7% Fund Manager information for DSP World Gold Fund
Name Since Tenure Kaivalya Nadkarni 1 May 25 1.42 Yr. Data below for DSP World Gold Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Basic Materials 94.33% Asset Allocation
Asset Class Value Cash 3.43% Equity 94.62% Debt 0.01% Other 1.94% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF World Gold I2
Investment Fund | -68% ₹1,133 Cr 958,135 VanEck Gold Miners ETF
- | GDX29% ₹483 Cr 573,719 Treps / Reverse Repo Investments
CBLO/Reverse Repo | -3% ₹50 Cr Net Receivables/Payables
Net Current Assets | -0% -₹1 Cr 2. SBI PSU Fund
SBI PSU Fund
Growth Launch Date 7 Jul 10 NAV (30 Oct 26) ₹31.7117 ↓ -0.22 (-0.69 %) Net Assets (Cr) ₹6,354 on 30 Sep 26 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆ Risk High Expense Ratio 1.86 Sharpe Ratio -0.14 Information Ratio -0.42 Alpha Ratio -0.21 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 Oct 21 ₹10,000 31 Oct 22 ₹11,705 31 Oct 23 ₹14,845 31 Oct 24 ₹24,447 31 Oct 25 ₹25,925 31 Oct 26 ₹24,415 Returns for SBI PSU Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 26 Duration Returns 1 Month -2.8% 3 Month -6.9% 6 Month -11.7% 1 Year -5.8% 3 Year 18.1% 5 Year 19.5% 10 Year 15 Year Since launch 7.3% Historical performance (Yearly) on absolute basis
Year Returns 2025 11.3% 2024 23.5% 2023 54% 2022 29% 2021 32.4% 2020 -10% 2019 6% 2018 -23.8% 2017 21.9% 2016 16.2% Fund Manager information for SBI PSU Fund
Name Since Tenure Rohit Shimpi 1 Jun 24 2.33 Yr. Data below for SBI PSU Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Financial Services 35.44% Utility 27.31% Industrials 20.68% Energy 10.39% Basic Materials 4.84% Asset Allocation
Asset Class Value Cash 1.34% Equity 98.66% Top Securities Holdings / Portfolio
Name Holding Value Quantity State Bank of India (Financial Services)
Equity, Since 31 Jul 10 | SBIN16% ₹995 Cr 10,367,500 NTPC Ltd (Utilities)
Equity, Since 31 Jul 10 | 5325559% ₹547 Cr 16,943,244 Bharat Electronics Ltd (Industrials)
Equity, Since 30 Jun 24 | BEL8% ₹500 Cr 12,885,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jul 10 | 5328987% ₹471 Cr 18,085,554 GAIL (India) Ltd (Utilities)
Equity, Since 31 May 24 | 5321557% ₹436 Cr 25,590,000 Bank of Baroda (Financial Services)
Equity, Since 31 Aug 24 | 5321345% ₹331 Cr 14,350,000 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 24 | 5005475% ₹294 Cr 9,700,000 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Jun 25 | 5001034% ₹270 Cr 6,500,000 Container Corporation of India Ltd (Industrials)
Equity, Since 31 Jul 26 | CONCOR4% ₹233 Cr 5,200,000 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 20 | 5003124% ₹233 Cr 10,299,690
↓ -4,355,310 3. DSP India T.I.G.E.R Fund
DSP India T.I.G.E.R Fund
Growth Launch Date 11 Jun 04 NAV (30 Oct 26) ₹330.908 ↓ -2.03 (-0.61 %) Net Assets (Cr) ₹6,265 on 30 Sep 26 Category Equity - Sectoral AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 1.89 Sharpe Ratio 0.38 Information Ratio 0 Alpha Ratio 0 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.
Date Value 31 Oct 21 ₹10,000 31 Oct 22 ₹11,201 31 Oct 23 ₹14,250 31 Oct 24 ₹23,089 31 Oct 25 ₹22,409 31 Oct 26 ₹23,226 Returns for DSP India T.I.G.E.R Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 26 Duration Returns 1 Month -4.9% 3 Month -7.3% 6 Month -3.8% 1 Year 3.3% 3 Year 17.7% 5 Year 18.4% 10 Year 15 Year Since launch 16.9% Historical performance (Yearly) on absolute basis
Year Returns 2025 -2.5% 2024 32.4% 2023 49% 2022 13.9% 2021 51.6% 2020 2.7% 2019 6.7% 2018 -17.2% 2017 47% 2016 4.1% Fund Manager information for DSP India T.I.G.E.R Fund
Name Since Tenure Rohit Singhania 21 Jun 10 16.29 Yr. Data below for DSP India T.I.G.E.R Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Industrials 28.22% Energy 14.19% Basic Materials 11.57% Financial Services 10.44% Utility 9.35% Consumer Cyclical 4.77% Health Care 2.94% Communication Services 2.84% Real Estate 1.52% Technology 0.96% Consumer Defensive 0.15% Asset Allocation
Asset Class Value Cash 8% Equity 92% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE6% ₹402 Cr 3,388,108 Nifty Oct26
- | -5% ₹316 Cr 139,165
↑ 139,165 NTPC Ltd (Utilities)
Equity, Since 30 Nov 17 | 5325555% ₹299 Cr 9,249,176 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 04 | LT4% ₹267 Cr 709,133 Coal India Ltd (Energy)
Equity, Since 31 Dec 23 | COALINDIA3% ₹191 Cr 4,501,439
↑ 1,149,141 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Mar 24 | 5003123% ₹185 Cr 8,196,206
↑ 2,307,764 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | BHARTIARTL3% ₹178 Cr 1,011,761 Bharat Electronics Ltd (Industrials)
Equity, Since 31 May 26 | BEL3% ₹158 Cr 4,081,390 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Oct 25 | HAL2% ₹152 Cr 324,769 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Mar 23 | KIRLOSENG2% ₹141 Cr 611,976 4. LIC MF Infrastructure Fund
LIC MF Infrastructure Fund
Growth Launch Date 29 Feb 08 NAV (30 Oct 26) ₹50.7012 ↓ -0.46 (-0.91 %) Net Assets (Cr) ₹1,153 on 30 Sep 26 Category Equity - Sectoral AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating Risk High Expense Ratio 2.1 Sharpe Ratio 0.27 Information Ratio 0.62 Alpha Ratio 12.01 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Oct 21 ₹10,000 31 Oct 22 ₹10,952 31 Oct 23 ₹13,586 31 Oct 24 ₹23,009 31 Oct 25 ₹23,343 31 Oct 26 ₹23,168 Returns for LIC MF Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 26 Duration Returns 1 Month -5.6% 3 Month -5.8% 6 Month -2.2% 1 Year -0.8% 3 Year 19.4% 5 Year 18.3% 10 Year 15 Year Since launch 9.1% Historical performance (Yearly) on absolute basis
Year Returns 2025 -3.7% 2024 47.8% 2023 44.4% 2022 7.9% 2021 46.6% 2020 -0.1% 2019 13.3% 2018 -14.6% 2017 42.2% 2016 -2.2% Fund Manager information for LIC MF Infrastructure Fund
Name Since Tenure Mahesh Bendre 1 Jul 24 2.25 Yr. Data below for LIC MF Infrastructure Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Industrials 35.56% Consumer Cyclical 19.91% Basic Materials 8.92% Utility 8.84% Financial Services 7.53% Real Estate 5.26% Health Care 3.91% Communication Services 2.59% Energy 0.11% Asset Allocation
Asset Class Value Cash 7.39% Equity 92.61% Top Securities Holdings / Portfolio
Name Holding Value Quantity Indo MIM Ltd (Industrials)
Equity, Since 31 Jul 26 | INDOMIM6% ₹64 Cr 514,480
↑ 76,688 Tata Motors Passenger Vehicles Ltd (Consumer Cyclical)
Equity, Since 28 Feb 26 | TMPV5% ₹55 Cr 1,924,915 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jul 26 | 5031003% ₹38 Cr 197,582
↓ -8,953 Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 Oct 25 | TMCV3% ₹38 Cr 903,409
↓ -40,939 Garware Hi-Tech Films Ltd (Basic Materials)
Equity, Since 31 Aug 23 | 5006553% ₹37 Cr 52,447
↓ -1,152 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 09 | LT3% ₹35 Cr 91,862
↓ -4,161 Tenneco Clean Air India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 25 | TENNIND3% ₹32 Cr 631,195
↓ -28,603 Tata Power Co Ltd (Utilities)
Equity, Since 29 Feb 24 | 5004003% ₹30 Cr 823,714
↓ -37,326 KSH International Ltd (Industrials)
Equity, Since 31 Dec 25 | KSHINTL2% ₹28 Cr 284,236
↓ -68,859 Sansera Engineering Ltd (Consumer Cyclical)
Equity, Since 31 Jul 26 | SANSERA2% ₹28 Cr 62,143
↓ -2,814 5. SBI Healthcare Opportunities Fund
SBI Healthcare Opportunities Fund
Growth Launch Date 31 Dec 04 NAV (30 Oct 26) ₹507.077 ↑ 2.79 (0.55 %) Net Assets (Cr) ₹5,870 on 30 Sep 26 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆ Risk High Expense Ratio 1.93 Sharpe Ratio 0.95 Information Ratio 0.1 Alpha Ratio 3.63 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-15 Days (0.5%),15 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Oct 21 ₹10,000 31 Oct 22 ₹10,166 31 Oct 23 ₹12,129 31 Oct 24 ₹19,105 31 Oct 25 ₹19,589 31 Oct 26 ₹22,856 Returns for SBI Healthcare Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Oct 26 Duration Returns 1 Month 0.2% 3 Month -0.8% 6 Month 15.4% 1 Year 16% 3 Year 23.3% 5 Year 18% 10 Year 15 Year Since launch 15.4% Historical performance (Yearly) on absolute basis
Year Returns 2025 -3.5% 2024 42.2% 2023 38.2% 2022 -6% 2021 20.1% 2020 65.8% 2019 -0.5% 2018 -9.9% 2017 2.1% 2016 -14% Fund Manager information for SBI Healthcare Opportunities Fund
Name Since Tenure Tanmaya Desai 1 Jun 11 15.35 Yr. Data below for SBI Healthcare Opportunities Fund as on 30 Sep 26
Equity Sector Allocation
Sector Value Health Care 88.34% Basic Materials 7.2% Asset Allocation
Asset Class Value Cash 4.47% Equity 95.53% Top Securities Holdings / Portfolio
Name Holding Value Quantity Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Dec 17 | SUNPHARMA11% ₹654 Cr 3,600,000 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 12 | DIVISLAB8% ₹465 Cr 500,000 Acutaas Chemicals Ltd (Basic Materials)
Equity, Since 30 Jun 24 | 5433495% ₹295 Cr 900,000 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Jan 26 | APOLLOHOSP4% ₹261 Cr 320,000 Torrent Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Jun 21 | TORNTPHARM4% ₹259 Cr 540,000 Cipla Ltd (Healthcare)
Equity, Since 31 May 26 | 5000874% ₹258 Cr 1,920,000 Laurus Labs Ltd (Healthcare)
Equity, Since 31 Aug 23 | 5402224% ₹238 Cr 1,200,000 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 21 | MAXHEALTH4% ₹223 Cr 2,400,000 Aurobindo Pharma Ltd (Healthcare)
Equity, Since 31 Mar 26 | AUROPHARMA3% ₹201 Cr 1,200,000
↓ -118,192 Aster DM Quality Care Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 24 | ASTERDM3% ₹188 Cr 2,700,000
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
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