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Top 5 Equity - Global Funds
म्यूचुअल फंड्स भारत में वर्षों में वृद्धि हुई है। नतीजतन, में सबसे अच्छा प्रदर्शन करने वाले फंडमंडी बदलते रहो। क्रिसिल, मॉर्निंग स्टार, आईसीआरए जैसी एमएफ योजनाओं का आकलन करने के लिए विभिन्न रेटिंग सिस्टम मौजूद हैं। ये सिस्टम गुणात्मक और मात्रात्मक कारकों जैसे रिटर्न, एसेट साइज, एक्सपेंस रेशियो, के आधार पर फंड का मूल्यांकन करते हैं।मानक विचलन, आदि।
इन सभी कारकों का योग भारत में सबसे अच्छा प्रदर्शन करने वाले म्यूचुअल फंड की रेटिंग की ओर जाता है। हालांकि, की प्रक्रिया बनाने के लिएनिवेश निवेशकों के लिए आसान, हमने सर्वोत्तम फंड चुनने के दिशा-निर्देशों के साथ भारत में सबसे अच्छा प्रदर्शन करने वाले म्यूचुअल फंड को शॉर्टलिस्ट किया है।
म्युचुअल फंड में निवेश करने का केवल एक ही लाभ नहीं है, यह कई लाभों के साथ आता है जो निवेशकों को अपना पैसा बढ़ाने में मदद करते हैं। यह लघु, मध्य और लंबी अवधि के निवेश लक्ष्यों को पूरा करता है। ऐसे कई फंड विकल्प हैं जिन्हें आप निवेश करने के लिए चुन सकते हैं, कम जोखिम से लेकर उच्च जोखिम वाली योजनाओं जैसे ऋण औरइक्विटी फ़ंड.
म्यूचुअल फंड की ओर लोगों का ध्यान खींचने वाली महत्वपूर्ण विशेषताओं में से एक न्यूनतम निवेश राशि है। आप में निवेश शुरू कर सकते हैंसिप सिर्फ 500 रुपये में।
आइए कुछ और कारणों पर गौर करें कि आपको ऐसा क्यों करना चाहिएम्युचुअल फंड में निवेश:
ओपन-एंडेड योजनाओं में, किसी योजना को खरीदना और उससे बाहर निकलना आसान होता है। कोई भी अपनी इकाइयों को किसी भी समय बेच सकता है (यह आदर्श रूप से तब सुझाया जाता है जब बाजार ऊंचे हों)। लेकिन, जब आप किसी फंड में निवेश करते हैं, तो आपको एक्जिट लोड शुल्क पता होना चाहिए। म्युचुअल फंड में, लेन-देन उस दिन के फंड हाउस द्वारा जारी किए जाने के एक दिन बाद होता है, जिस दिन नेट एसेट वैल्यू (नहीं हैं)
म्यूचुअल फंड विभिन्न वित्तीय साधन रखता है जैसे स्टॉक, फिक्स्डआय उपकरण, सोना आदि। जिससे आप सिर्फ एक योजना में निवेश करके विविधीकरण का लाभ उठा सकते हैं। इसके विपरीत, यदि व्यक्ति शेयरों में सीधे निवेश करना चुनते हैं तो उन्हें पैसा लगाने से पहले विभिन्न कंपनियों के शेयरों पर शोध करने की आवश्यकता होती है।
भारत में म्युचुअल फंड उद्योग अच्छी तरह से विनियमित हैसेबी (भारतीय प्रतिभूति और विनिमय बोर्ड)। यह सभी म्यूचुअल फंड के कामकाज पर नजर रखता है। इसके अलावा, ये फंड हाउस पारदर्शी भी हैं जिनमें; उन्हें नियमित अंतराल पर अपनी प्रदर्शन रिपोर्ट प्रकाशित करने की आवश्यकता है।
प्रत्येक एमएफ योजना का प्रबंधन एक समर्पित फंड मैनेजर द्वारा किया जाता है। फंड मैनेजर का उद्देश्य यह सुनिश्चित करना है कि निवेशक प्रदर्शन पर निरंतर नजर रखते हुए और परिवर्तन करके योजना से अधिकतम रिटर्न अर्जित करें।परिसंपत्ति आवंटन बाजार की आवश्यकता के अनुसार समय पर।
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अंतर श्रेणियों से शीर्ष रैंक वाले फंड नीचे दिए गए हैंइक्विटी
फंड जैसे लार्ज-, मिड-, स्मॉल-, मल्टी-कैप,ईएलएसएस और क्षेत्रीय निधि।
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2022 (%) ICICI Prudential Bluechip Fund Growth ₹68.22
↓ -0.90 ₹35,049 -0.7 7.4 4.6 15.2 10.2 6.9 IDBI India Top 100 Equity Fund Growth ₹39.25
↓ -0.64 ₹614 -2.8 4.2 1.4 14.7 9.6 2.9 Nippon India Large Cap Fund Growth ₹53.8991
↓ -0.77 ₹12,612 -1.2 7.1 8.7 14.6 9.2 11.3 HDFC Top 100 Fund Growth ₹739.349
↓ -11.83 ₹22,703 0.4 7.9 7.8 14.2 8.7 10.6 SBI Bluechip Fund Growth ₹62.4239
↓ -0.68 ₹34,622 -0.7 5.6 4.9 14.1 9.6 4.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jan 23
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2022 (%) PGIM India Midcap Opportunities Fund Growth ₹42.3
↓ -0.29 ₹7,558 -5.2 0.7 -1.1 29.2 15.3 -1.7 Axis Mid Cap Fund Growth ₹63.92
↓ -0.64 ₹19,144 -6 -1.1 -3 15.7 13.5 -5.1 Motilal Oswal Midcap 30 Fund Growth ₹49.6086
↓ -0.21 ₹3,627 -4.5 7.7 10.3 20.5 13.2 10.7 Kotak Emerging Equity Scheme Growth ₹73.678
↓ -0.46 ₹23,335 -2.8 3.3 4.9 19 12 5.1 Invesco India Mid Cap Fund Growth ₹86.26
↓ -1.05 ₹2,678 -3.2 4.6 0.2 17.4 11 0.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jan 23
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2022 (%) Kotak Small Cap Fund Growth ₹158.504
↓ -1.35 ₹8,498 -3.8 1.7 -1.4 25.8 13.7 -3.1 Nippon India Small Cap Fund Growth ₹89.5307
↓ -1.67 ₹23,701 -3 7 5.6 29.1 13.3 6.5 SBI Small Cap Fund Growth ₹109.775
↓ -0.95 ₹15,348 -4.8 6.8 7 24.2 11.9 8.1 ICICI Prudential Smallcap Fund Growth ₹52.71
↓ -0.67 ₹4,599 -3.7 2.5 5.6 24.1 11.3 5.7 HDFC Small Cap Fund Growth ₹77.086
↓ -1.45 ₹14,649 0 9.9 3.7 23.6 10.4 4.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jan 23
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2022 (%) Parag Parikh Long Term Equity Fund Growth ₹48.4481
↓ -0.11 ₹28,248 -0.7 6.2 -0.6 21.1 14.8 -7.2 PGIM India Diversified Equity Fund Growth ₹24.59
↓ -0.37 ₹5,284 -2.5 2.7 -5.5 19.4 12 -6.4 HDFC Equity Fund Growth ₹1,126.31
↓ -18.66 ₹32,155 0 10 12.2 18.8 10.6 18.3 Mahindra Badhat Yojana Growth ₹19.8141
↓ -0.48 ₹1,545 -6.2 2.9 -3.6 18.3 11.7 1.6 Baroda Pioneer Multi Cap Fund Growth ₹168.02
↓ -2.21 ₹1,678 -2.3 5.2 -1 18 10 -3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jan 23
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2022 (%) HDFC Long Term Advantage Fund Growth ₹595.168
↑ 0.28 ₹1,318 1.2 15.4 35.5 20.6 17.4 IDFC Tax Advantage (ELSS) Fund Growth ₹98.588
↓ -1.52 ₹4,026 -2.3 5.3 2.6 20.1 10 4.2 BOI AXA Tax Advantage Fund Growth ₹97.13
↓ -1.68 ₹693 -3.8 5.7 0.7 19.3 10.6 -1.3 Canara Robeco Equity Tax Saver Growth ₹112.93
↓ -1.54 ₹4,559 -3.8 2.5 -1.3 17.7 13.1 -0.2 PGIM India Tax Savings Fund Growth ₹24.29
↓ -0.28 ₹448 -0.9 6 2.2 17.6 10.7 4.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Jan 22
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2022 (%) ICICI Prudential Technology Fund Growth ₹135.97
↓ -1.40 ₹8,794 1.4 5.1 -10.9 30.4 21.2 -23.2 SBI Technology Opportunities Fund Growth ₹144.136
↓ -0.72 ₹2,741 5.2 11.2 0 26.8 20.7 -15.5 Aditya Birla Sun Life Digital India Fund Growth ₹118.21
↓ -1.30 ₹3,244 1.1 5.6 -9.5 26.4 19.7 -21.6 TATA Digital India Fund Growth ₹32.0424
↓ -0.26 ₹6,464 1.1 4.9 -10.4 26.4 20.4 -23.3 ICICI Prudential Infrastructure Fund Growth ₹98.97
↓ -1.50 ₹2,273 3.6 17 20.6 24.4 11.3 28.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jan 23
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2022 (%) ICICI Prudential Value Discovery Fund Growth ₹276.74
↓ -2.70 ₹27,515 2.5 11.3 11.3 23.8 12.9 15 IDFC Sterling Value Fund Growth ₹90.74
↓ -1.37 ₹5,178 -2 5.1 2.6 21.7 8.9 3.2 Templeton India Value Fund Growth ₹439.282
↓ -7.78 ₹826 -1.8 8.6 8.7 21 9.1 15.5 Nippon India Value Fund Growth ₹123.754
↓ -2.35 ₹4,849 -3 5 1.8 17.6 9.5 4.8 L&T India Value Fund Growth ₹59.4801
↓ -0.94 ₹8,076 0.1 8.8 3.9 16.9 8.3 5.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jan 23
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2022 (%) ICICI Prudential Focused Equity Fund Growth ₹51.19
↓ -0.60 ₹3,956 -1.1 7 5.2 19.8 11.2 6 HDFC Focused 30 Fund Growth ₹130.7
↓ -1.93 ₹3,198 -0.9 10.5 14.3 19.1 8.4 18.3 Nippon India Focused Equity Fund Growth ₹78.8518
↓ -1.12 ₹6,236 -4.5 2.8 1.6 17.8 8.8 7.7 Franklin India Focused Equity Fund Growth ₹69.5847
↓ -1.02 ₹8,414 -1.3 7.3 4.7 17.4 10.5 8.9 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 -5 8.5 24.5 17 17.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jan 23
अंतर श्रेणियों से शीर्ष रैंक वाले फंड नीचे दिए गए हैं जैसे। लिक्विड, अल्ट्रा शॉर्ट, शॉर्ट टर्म, GILT, क्रेडिट रिस्क और कॉर्पोरेट डेट सेकर्ज़
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Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2022 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Aditya Birla Sun Life Savings Fund Growth ₹458.362
↑ 0.17 ₹14,948 1.7 2.9 4.9 5.2 4.8 7.4% 5M 19D 6M 4D Nippon India Ultra Short Duration Fund Growth ₹3,410.69
↑ 1.34 ₹4,714 1.6 2.8 4.7 5.7 4.6 7.49% 5M 4D 5M 29D ICICI Prudential Ultra Short Term Fund Growth ₹23.3251
↑ 0.01 ₹12,472 1.6 2.9 4.7 5 4.5 7.32% 4M 10D 5M 1D Kotak Savings Fund Growth ₹36.2493
↑ 0.01 ₹12,060 1.6 2.8 4.6 4.5 4.5 7.25% 4M 6D 6M 14D SBI Magnum Ultra Short Duration Fund Growth ₹5,033.86
↑ 1.85 ₹9,691 1.7 2.9 4.6 4.6 4.5 7.08% 4M 20D 5M 1D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jan 23
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2022 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity IDBI Short Term Bond Fund Growth ₹23.1016
↓ 0.00 ₹30 1.8 3 3.6 8.1 3 7.16% 1Y 4M 28D 1Y 9M 11D Franklin India Short Term Income Plan - Retail Plan Growth ₹4,864.37
↑ 0.90 ₹484 2.5 2.7 9.5 7.4 8.6 0% UTI Short Term Income Fund Growth ₹26.4518
↓ 0.00 ₹2,246 1.6 3 4 7.4 3.8 7.62% 1Y 9M 4D 2Y 5M 16D BNP Paribas Short Term Fund Growth ₹25.4771
↓ -0.01 ₹258 0.6 1.3 4.6 6.5 5.16% 1Y 11M 26D 2Y 3M Aditya Birla Sun Life Short Term Opportunities Fund Growth ₹39.6102
↓ -0.01 ₹5,007 1.5 2.7 4.4 6.4 4.2 7.81% 1Y 7M 13D 2Y Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jan 23
Fund NAV Net Assets (Cr) 1 MO (%) 3 MO (%) 6 MO (%) 1 YR (%) 2022 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Baroda Pioneer Liquid Fund Growth ₹2,540.61
↑ 0.46 ₹5,011 0.6 1.7 3.1 5.1 4.9 6.72% 1M 8D 1M 12D Axis Liquid Fund Growth ₹2,454.31
↑ 0.46 ₹29,674 0.6 1.6 3.1 5.1 4.9 6.47% 1M 4D 1M 5D Mirae Asset Cash Management Fund Growth ₹2,314.84
↑ 0.82 ₹5,735 0.5 1.7 3 5.1 4.8 6.65% 1M 10D 1M 8D UTI Liquid Cash Plan Growth ₹3,619.92
↑ 0.64 ₹23,212 0.6 1.6 3 5.1 4.8 6.38% 1M 3D 1M 3D Invesco India Liquid Fund Growth ₹3,032.53
↑ 0.57 ₹6,982 0.5 1.6 3 5.1 4.8 6.46% 1M 4D 1M 6D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Jan 23
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2022 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Aditya Birla Sun Life Banking & PSU Debt Fund Growth ₹305.566
↓ -0.05 ₹8,030 1.5 2.7 3.9 5.9 3.7 7.36% 2Y 1M 13D 3Y 1M 10D ICICI Prudential Banking and PSU Debt Fund Growth ₹27.178
↑ 0.00 ₹7,162 1.4 3.3 5 5.8 4.3 7.81% 1Y 10M 6D 7Y 4M 28D IDFC Banking & PSU Debt Fund Growth ₹20.6292
↑ 0.00 ₹14,408 1.6 2.7 3.8 5.8 3.6 6.8% 2M 23D 3M Kotak Banking and PSU Debt fund Growth ₹54.3654
↓ -0.03 ₹5,906 1.3 2.9 3.8 5.7 3.6 7.82% 2Y 4M 17D 6Y 6M 11D SBI Banking and PSU Fund Growth ₹2,607.99
↓ -0.65 ₹5,057 1.6 2.6 3.1 5.1 2.9 7.37% 1Y 10M 13D 2Y 7M 2D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jan 23
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2022 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity BOI AXA Credit Risk Fund Growth ₹10.5766
↑ 0.00 ₹163 1.4 2.2 143.6 13.6 143.1 6.91% 11M 16D 1Y 2M 1D Franklin India Credit Risk Fund Growth ₹24.4394
↑ 0.00 ₹157 2.7 2.3 7.9 8.5 6.5 0% Baroda Pioneer Credit Risk Fund Growth ₹18.3626
↑ 0.00 ₹187 1.6 3.4 4.8 8.3 4.6 8.46% 1Y 5M 26D 3Y 2M 26D Aditya Birla Sun Life Credit Risk Fund Growth ₹17.2349
↓ 0.00 ₹1,202 1.7 2.9 7.3 7.5 7.1 8.27% 1Y 6M 25D 2Y 11M 19D HDFC Credit Risk Debt Fund Growth ₹20.0601
↓ 0.00 ₹8,508 1.7 3 4 7 3.7 8.49% 1Y 11M 19D 2Y 6M 22D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jan 23
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2022 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Aditya Birla Sun Life Corporate Bond Fund Growth ₹93.1487
↓ -0.01 ₹12,603 1.7 3 4.4 6.5 4.1 7.6% 1Y 10M 10D 2Y 4M 13D ICICI Prudential Corporate Bond Fund Growth ₹24.6438
↑ 0.00 ₹16,440 1.4 3.5 5.1 6.2 4.5 7.74% 12M 4Y 4M 10D HDFC Corporate Bond Fund Growth ₹26.8532
↓ 0.00 ₹23,220 1.6 3.1 3.7 6.1 3.3 7.58% 2Y 6M 4Y 10M 2D Nippon India Prime Debt Fund Growth ₹49.5247
↓ -0.01 ₹1,582 1.9 3.2 4.6 6.1 4.3 7.81% 1Y 10M 28D 2Y 3M 11D L&T Triple Ace Bond Fund Growth ₹60.8798
↓ -0.05 ₹7,235 2 3.1 3.3 5.9 2.2 7.44% 4Y 5M 5D 5Y 9M 14D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jan 23
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2022 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity Edelweiss Government Securities Fund Growth ₹20.4017
↓ -0.03 ₹117 1.8 2.9 3.4 6.7 2.5 7.12% 3Y 9M 14D 5Y 18D ICICI Prudential Gilt Fund Growth ₹83.9474
↓ -0.04 ₹2,601 1.1 3.9 5.4 6.4 3.7 7.49% 1Y 6M 18D 8Y 9M 29D SBI Magnum Gilt Fund Growth ₹54.3611
↓ -0.13 ₹3,968 1.8 3.9 4.9 6.2 4.2 7.22% 6Y 2M 8D 11Y 4M 2D DSP BlackRock Government Securities Fund Growth ₹78.5095
↓ -0.10 ₹416 1.6 2.8 3.4 6.1 2.7 7.05% 1Y 10M 2D 3Y 4M 10D Axis Gilt Fund Growth ₹20.9145
↓ -0.03 ₹126 1.1 2.4 2.8 5.8 2.4 7.23% 3Y 4M 2D 5Y 7M 6D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jan 23
अंतर श्रेणियों से शीर्ष रैंक वाले फंड नीचे दिए गए हैं जैसे। आक्रामक, रूढ़िवादी, मध्यस्थता, गतिशील आवंटन, बहु संपत्ति, इक्विटी बचत और समाधान उन्मुखहाइब्रिड
योजनाएं
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2022 (%) BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹22.58
↓ -0.22 ₹392 -0.2 6.2 -1.5 20.9 8.7 -4.8 ICICI Prudential Multi-Asset Fund Growth ₹476.472
↓ -3.87 ₹15,770 2.6 10.4 12.6 19.5 12.1 16.8 ICICI Prudential Equity and Debt Fund Growth ₹239.52
↓ -2.08 ₹21,282 0.1 8.3 8 19.3 12.5 11.7 HDFC Balanced Advantage Fund Growth ₹320.852
↓ -4.18 ₹51,027 1.5 9.2 13.4 16.7 9.8 18.8 Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 0.5 10.5 27.1 16 14.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jan 23
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2022 (%) BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹22.58
↓ -0.22 ₹392 -0.2 6.2 -1.5 20.9 8.7 -4.8 ICICI Prudential Equity and Debt Fund Growth ₹239.52
↓ -2.08 ₹21,282 0.1 8.3 8 19.3 12.5 11.7 Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 0.5 10.5 27.1 16 14.2 UTI Hybrid Equity Fund Growth ₹260.042
↓ -2.70 ₹4,417 0 5.4 4.9 15 7.9 5.6 HDFC Hybrid Equity Fund Growth ₹83.972
↓ -1.15 ₹19,174 0.3 6.9 5.9 14.7 9.2 8.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jan 23
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2022 (%) BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹22.58
↓ -0.22 ₹392 -0.2 6.2 -1.5 20.9 8.7 -4.8 ICICI Prudential Multi-Asset Fund Growth ₹476.472
↓ -3.87 ₹15,770 2.6 10.4 12.6 19.5 12.1 16.8 ICICI Prudential Equity and Debt Fund Growth ₹239.52
↓ -2.08 ₹21,282 0.1 8.3 8 19.3 12.5 11.7 HDFC Balanced Advantage Fund Growth ₹320.852
↓ -4.18 ₹51,027 1.5 9.2 13.4 16.7 9.8 18.8 Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 0.5 10.5 27.1 16 14.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jan 23
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2022 (%) Invesco India Arbitrage Fund Growth ₹26.8604
↑ 0.00 ₹2,430 1.8 3.1 5.2 4.3 5 5.1 Kotak Equity Arbitrage Fund Growth ₹31.457
↑ 0.01 ₹21,566 1.7 2.9 4.7 4.3 5.1 4.5 Edelweiss Arbitrage Fund Growth ₹16.3371
↑ 0.00 ₹5,079 1.7 2.9 4.6 4.3 5 4.4 L&T Arbitrage Opportunities Fund Growth ₹16.0768
↑ 0.01 ₹2,454 1.6 2.7 4.2 4.1 4.9 3.9 ICICI Prudential Equity Arbitrage Fund Growth ₹28.9151
↑ 0.00 ₹10,785 1.6 2.9 4.4 4.1 4.9 4.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jan 23
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2022 (%) HDFC Balanced Advantage Fund Growth ₹320.852
↓ -4.18 ₹51,027 1.5 9.2 13.4 16.7 9.8 18.8 Edelweiss Balanced Advantage Fund Growth ₹36.06
↓ -0.27 ₹8,962 -1 3.5 1.6 12.7 9.4 2.1 ICICI Prudential Balanced Advantage Fund Growth ₹52.42
↓ -0.27 ₹44,634 0.1 4.6 6.8 10.9 9.3 7.9 Aditya Birla Sun Life Balanced Advantage Fund Growth ₹74.94
↓ -0.58 ₹6,707 -0.1 4.4 4 10 7.9 4.2 Nippon India Balanced Advantage Fund Growth ₹125.437
↓ -1.08 ₹6,772 -1 3.5 4.4 9.4 6.7 5.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jan 23
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2022 (%) ICICI Prudential Multi-Asset Fund Growth ₹476.472
↓ -3.87 ₹15,770 2.6 10.4 12.6 19.5 12.1 16.8 Edelweiss Multi Asset Allocation Fund Growth ₹40.12
↓ -0.50 ₹432 -0.2 6.8 5.1 13.8 9.6 5.3 HDFC Multi-Asset Fund Growth ₹49.593
↓ -0.37 ₹1,636 1.1 5.2 5.3 13.1 9.5 4.3 SBI Multi Asset Allocation Fund Growth ₹38.8803
↓ -0.47 ₹601 0.5 4.7 5.5 9.8 8.4 6 Axis Triple Advantage Fund Growth ₹28.4043
↓ -0.24 ₹1,661 -2.9 0.2 -5.3 9.3 8.7 -5.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jan 23
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2022 (%) Principal Equity Savings Fund Growth ₹51.705
↓ -0.34 ₹423 -1.2 3.4 3 11.8 8.2 4.1 HDFC Equity Savings Fund Growth ₹50.207
↓ -0.35 ₹2,615 0.3 4.3 4.3 10 7.1 6 Kotak Equity Savings Fund Growth ₹19.51
↓ -0.09 ₹2,083 1.2 4.9 6.1 9.1 7.8 6.8 L&T Equity Savings Fund Growth ₹23.2718
↓ -0.09 ₹170 -0.8 1.8 1.7 8.5 6 2 Edelweiss Equity Savings Fund Growth ₹18.7291
↓ -0.12 ₹270 -0.1 3.4 3 8.5 7.2 3.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jan 23
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2022 (%) HDFC Retirement Savings Fund - Equity Plan Growth ₹30.857
↓ -0.38 ₹2,641 0.6 7.7 8 20.5 11.6 8.6 HDFC Retirement Savings Fund - Hybrid - Equity Plan Growth ₹25.895
↓ -0.29 ₹929 0.9 5.7 5 13.9 9.4 4.8 Axis Childrens Gift Fund - Compulsory Lock-In Growth ₹18.8837
↓ -0.14 ₹706 -3.7 0.2 -7 9.2 8.1 -7.3 ICICI Prudential Child Care Plan (Gift) Growth ₹196.91
↓ -2.31 ₹891 -1.8 4.6 1.5 10.2 7.5 2.6 Tata Retirement Savings Fund-Moderate Growth ₹41.4198
↓ -0.51 ₹1,616 -3.7 2.1 -1.5 8.9 6.4 -1.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jan 23
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2022 (%) Axis Gold Fund Growth ₹17.2549
↑ 0.02 ₹280 11.5 11.8 16.6 11 12.4 12.5 Aditya Birla Sun Life Gold Fund Growth ₹17.1618
↓ -0.18 ₹271 12.5 11.3 15.2 11 12 12.3 HDFC Gold Fund Growth ₹17.7601
↑ 0.03 ₹1,367 12.4 12.1 16.4 10.9 12.1 12.7 ICICI Prudential Regular Gold Savings Fund Growth ₹18.3174
↓ 0.00 ₹648 11.2 11.8 16.7 10.6 11.9 12.7 SBI Gold Fund Growth ₹17.2512
↑ 0.02 ₹1,242 11.9 11.5 16.7 10.6 12.1 12.6 Kotak Gold Fund Growth ₹22.8521
↑ 0.01 ₹1,376 11.7 11.3 15.7 10.6 12.3 11.7 Nippon India Gold Savings Fund Growth ₹22.7167
↑ 0.01 ₹1,431 12.1 11.8 16.2 10.4 11.8 12.3 IDBI Gold Fund Growth ₹15.3636
↓ -0.06 ₹42 12.2 11.9 16.4 10.3 11.5 12 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Jan 23
"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." DSP BlackRock World Gold Fund is a Equity - Global fund was launched on 14 Sep 07. It is a fund with High risk and has given a Below is the key information for DSP BlackRock World Gold Fund Returns up to 1 year are on The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in the units of BlackRock Global Funds – World Mining Fund. 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 money market/liquid schemes of DSP BlackRock Mutual Fund, in order to meet liquidity requirements from time to time. DSP BlackRock World Mining Fund is a Equity - Global fund was launched on 29 Dec 09. It is a fund with High risk and has given a Below is the key information for DSP BlackRock World Mining Fund Returns up to 1 year are on The investment objective of the scheme is to provide long-term capital appreciation by investing in an overseas mutual fund scheme that invests in a diversified portfolio of securities as prescribed by SEBI from time to time in global emerging markets. Kotak Global Emerging Market Fund is a Equity - Global fund was launched on 26 Sep 07. It is a fund with High risk and has given a Below is the key information for Kotak Global Emerging Market Fund Returns up to 1 year are on An open-end diversified equity fund that seeks to provide medium to long term appreciation through investments primarily in Asian Companies / sectors (excluding Japan) with long term potential across market capitalisation. Franklin Asian Equity Fund is a Equity - Global fund was launched on 16 Jan 08. It is a fund with High risk and has given a Below is the key information for Franklin Asian Equity Fund Returns up to 1 year are on (Erstwhile Invesco India Pan European Equity Fund) To generate capital appreciation by investing predominantly in units of Invesco Pan European Equity Fund, an overseas equity fund which invests primarily in equity securities of European companies with an emphasis on larger companies.
The Scheme may, at the discretion of Fund Manager, also invest in units of
other similar Overseas Mutual Funds with similar objectives, strategy and
attributes which may constitute a significant portion of its net assets. Invesco India Feeder- Invesco Pan European Equity Fund is a Equity - Global fund was launched on 31 Jan 14. It is a fund with High risk and has given a Below is the key information for Invesco India Feeder- Invesco Pan European Equity Fund Returns up to 1 year are on 1. DSP BlackRock World Gold Fund
CAGR/Annualized
return of 3.9% since its launch. Ranked 11 in Global
category. Return for 2022 was -7.7% , 2021 was -9% and 2020 was 31.4% . DSP BlackRock World Gold Fund
Growth Launch Date 14 Sep 07 NAV (25 Jan 23) ₹17.8897 ↑ 0.19 (1.10 %) Net Assets (Cr) ₹809 on 31 Dec 22 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk High Expense Ratio 1.38 Sharpe Ratio -0.32 Information Ratio -0.09 Alpha Ratio -7.07 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 Dec 17 ₹10,000 31 Dec 18 ₹8,935 31 Dec 19 ₹12,071 31 Dec 20 ₹15,862 31 Dec 21 ₹14,437 31 Dec 22 ₹13,332 Returns for DSP BlackRock World Gold Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 25 Jan 23 Duration Returns 1 Month 11.9% 3 Month 32.4% 6 Month 35.1% 1 Year 5.4% 3 Year 7.2% 5 Year 7.7% 10 Year 15 Year Since launch 3.9% Historical performance (Yearly) on absolute basis
Year Returns 2022 -7.7% 2021 -9% 2020 31.4% 2019 35.1% 2018 -10.7% 2017 -4% 2016 52.7% 2015 -18.5% 2014 -3% 2013 -41.5% Fund Manager information for DSP BlackRock World Gold Fund
Name Since Tenure Jay Kothari 1 Mar 13 9.84 Yr. Data below for DSP BlackRock World Gold Fund as on 31 Dec 22
Equity Sector Allocation
Sector Value Basic Materials 95.33% Asset Allocation
Asset Class Value Cash 1.91% Equity 95.38% Other 2.71% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF World Gold I2
Investment Fund | -99% ₹777 Cr 2,662,271
↓ -30,012 Treps / Reverse Repo Investments / Corporate Debt Repo
CBLO/Reverse Repo | -1% ₹9 Cr Net Receivables/Payables
CBLO | -0% -₹2 Cr 2. DSP BlackRock World Mining Fund
CAGR/Annualized
return of 4.6% since its launch. Ranked 19 in Global
category. Return for 2022 was 12.2% , 2021 was 18% and 2020 was 34.9% . DSP BlackRock World Mining Fund
Growth Launch Date 29 Dec 09 NAV (25 Jan 23) ₹17.9669 ↑ 0.12 (0.69 %) Net Assets (Cr) ₹181 on 31 Dec 22 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk High Expense Ratio 1.18 Sharpe Ratio 0.36 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 Dec 17 ₹10,000 31 Dec 18 ₹9,056 31 Dec 19 ₹11,004 31 Dec 20 ₹14,844 31 Dec 21 ₹17,520 31 Dec 22 ₹19,651 Returns for DSP BlackRock World Mining Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 25 Jan 23 Duration Returns 1 Month 10.3% 3 Month 27.8% 6 Month 38.9% 1 Year 22.6% 3 Year 26.1% 5 Year 15.5% 10 Year 15 Year Since launch 4.6% Historical performance (Yearly) on absolute basis
Year Returns 2022 12.2% 2021 18% 2020 34.9% 2019 21.5% 2018 -9.4% 2017 21.1% 2016 49.7% 2015 -36% 2014 -21% 2013 -14.1% Fund Manager information for DSP BlackRock World Mining Fund
Name Since Tenure Jay Kothari 1 Mar 13 9.84 Yr. Data below for DSP BlackRock World Mining Fund as on 31 Dec 22
Equity Sector Allocation
Sector Value Basic Materials 93.48% Energy 1.9% Financial Services 0.83% Industrials 0.5% Asset Allocation
Asset Class Value Cash 2.85% Equity 97.15% Debt 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF World Mining I2
Investment Fund | -99% ₹176 Cr 294,627
↓ -1,373 Treps / Reverse Repo Investments / Corporate Debt Repo
CBLO/Reverse Repo | -1% ₹3 Cr Net Receivables/Payables
CBLO | -0% ₹0 Cr 3. Kotak Global Emerging Market Fund
CAGR/Annualized
return of 4.8% since its launch. Ranked 17 in Global
category. Return for 2022 was -15% , 2021 was -0.5% and 2020 was 29.1% . Kotak Global Emerging Market Fund
Growth Launch Date 26 Sep 07 NAV (25 Jan 23) ₹20.551 ↓ -0.06 (-0.28 %) Net Assets (Cr) ₹113 on 31 Dec 22 Category Equity - Global AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk High Expense Ratio 1.53 Sharpe Ratio -1.13 Information Ratio 0.16 Alpha Ratio -5.93 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 Dec 17 ₹10,000 31 Dec 18 ₹8,561 31 Dec 19 ₹10,392 31 Dec 20 ₹13,417 31 Dec 21 ₹13,353 31 Dec 22 ₹11,357 Returns for Kotak Global Emerging Market Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 25 Jan 23 Duration Returns 1 Month 8.6% 3 Month 19.7% 6 Month 7.9% 1 Year -5.8% 3 Year 5.8% 5 Year 3% 10 Year 15 Year Since launch 4.8% Historical performance (Yearly) on absolute basis
Year Returns 2022 -15% 2021 -0.5% 2020 29.1% 2019 21.4% 2018 -14.4% 2017 30.4% 2016 -1.2% 2015 -4.6% 2014 -2.6% 2013 15.3% Fund Manager information for Kotak Global Emerging Market Fund
Name Since Tenure Arjun Khanna 9 May 19 3.65 Yr. Data below for Kotak Global Emerging Market Fund as on 31 Dec 22
Equity Sector Allocation
Sector Value Financial Services 26.75% Technology 18.28% Consumer Cyclical 13.24% Communication Services 9.04% Consumer Defensive 8.59% Industrials 5.03% Energy 4.76% Health Care 4.22% Basic Materials 2.32% Real Estate 1.78% Utility 0.29% Asset Allocation
Asset Class Value Cash 4.8% Equity 94.32% Top Securities Holdings / Portfolio
Name Holding Value Quantity CI Emerging Markets Class A
Investment Fund | -100% ₹116 Cr 659,400
↑ 659,400 Triparty Repo
CBLO/Reverse Repo | -1% ₹2 Cr Net Current Assets/(Liabilities)
Net Current Assets | -1% -₹1 Cr 4. Franklin Asian Equity Fund
CAGR/Annualized
return of 6.9% since its launch. Ranked 1 in Global
category. Return for 2022 was -14.5% , 2021 was -5.9% and 2020 was 25.8% . Franklin Asian Equity Fund
Growth Launch Date 16 Jan 08 NAV (27 Jan 23) ₹27.2968 ↑ 0.43 (1.59 %) Net Assets (Cr) ₹276 on 31 Dec 22 Category Equity - Global AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 2.62 Sharpe Ratio -0.81 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-3 Years (1%),3 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Dec 17 ₹10,000 31 Dec 18 ₹8,637 31 Dec 19 ₹11,069 31 Dec 20 ₹13,929 31 Dec 21 ₹13,114 31 Dec 22 ₹11,216 Returns for Franklin Asian Equity Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 25 Jan 23 Duration Returns 1 Month 8.5% 3 Month 26.7% 6 Month 8.2% 1 Year -3.8% 3 Year 3.1% 5 Year 3% 10 Year 15 Year Since launch 6.9% Historical performance (Yearly) on absolute basis
Year Returns 2022 -14.5% 2021 -5.9% 2020 25.8% 2019 28.2% 2018 -13.6% 2017 35.5% 2016 7.2% 2015 -4.6% 2014 9.2% 2013 12.4% Fund Manager information for Franklin Asian Equity Fund
Name Since Tenure Varun Sharma 18 Oct 21 1.2 Yr. Sandeep Manam 18 Oct 21 1.2 Yr. Data below for Franklin Asian Equity Fund as on 31 Dec 22
Equity Sector Allocation
Sector Value Technology 24% Financial Services 23.84% Consumer Cyclical 18.86% Consumer Defensive 7.94% Basic Materials 7.26% Industrials 6.96% Communication Services 4.78% Health Care 2.2% Energy 1.26% Real Estate 0.92% Asset Allocation
Asset Class Value Cash 1.97% Equity 98.03% Top Securities Holdings / Portfolio
Name Holding Value Quantity Taiwan Semiconductor Manufacturing Co Ltd (Technology)
Equity, Since 31 Mar 09 | 23309% ₹25 Cr 194,714 Samsung Electronics Co Ltd (Technology)
Equity, Since 31 Mar 08 | 0059309% ₹24 Cr 62,858 AIA Group Ltd (Financial Services)
Equity, Since 31 Mar 12 | 012996% ₹16 Cr 194,000 Tencent Holdings Ltd (Communication Services)
Equity, Since 31 Jul 14 | 007005% ₹13 Cr 44,300
↓ -11,100 ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | ICICIBANK4% ₹11 Cr 115,639 PT Bank Central Asia Tbk (Financial Services)
Equity, Since 30 Nov 12 | BBCA3% ₹10 Cr 1,984,545 DBS Group Holdings Ltd (Financial Services)
Equity, Since 30 Jun 21 | D053% ₹9 Cr 42,800 LG Chem Ltd (Basic Materials)
Equity, Since 31 Jan 21 | 0519103% ₹9 Cr 1,869 Alibaba Group Holding Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Dec 20 | 099883% ₹8 Cr 101,604
↓ -18,600 JD.com Inc Ordinary Shares - Class A (Consumer Cyclical)
Equity, Since 30 Sep 20 | 096183% ₹8 Cr 33,412 5. Invesco India Feeder- Invesco Pan European Equity Fund
CAGR/Annualized
return of 4.4% since its launch. Ranked 20 in Global
category. Return for 2022 was 1.6% , 2021 was 16.6% and 2020 was 1.6% . Invesco India Feeder- Invesco Pan European Equity Fund
Growth Launch Date 31 Jan 14 NAV (27 Jan 23) ₹14.7534 ↑ 0.19 (1.31 %) Net Assets (Cr) ₹36 on 31 Dec 22 Category Equity - Global AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 0.56 Sharpe Ratio -0.02 Information Ratio 0 Alpha Ratio 0 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 Dec 17 ₹10,000 31 Dec 18 ₹8,884 31 Dec 19 ₹10,413 31 Dec 20 ₹10,575 31 Dec 21 ₹12,333 31 Dec 22 ₹12,527 Returns for Invesco India Feeder- Invesco Pan European Equity Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 25 Jan 23 Duration Returns 1 Month 8.5% 3 Month 22.5% 6 Month 25.4% 1 Year 9.1% 3 Year 10.7% 5 Year 4.8% 10 Year 15 Year Since launch 4.4% Historical performance (Yearly) on absolute basis
Year Returns 2022 1.6% 2021 16.6% 2020 1.6% 2019 17.2% 2018 -11.2% 2017 14.8% 2016 -0.2% 2015 0.6% 2014 2013 Fund Manager information for Invesco India Feeder- Invesco Pan European Equity Fund
Name Since Tenure Amit Nigam 9 Jul 22 0.48 Yr. Data below for Invesco India Feeder- Invesco Pan European Equity Fund as on 31 Dec 22
Equity Sector Allocation
Sector Value Industrials 16.84% Financial Services 15.37% Basic Materials 11.88% Energy 11.58% Health Care 9.68% Consumer Cyclical 7.92% Utility 6.58% Technology 5.92% Consumer Defensive 5.83% Communication Services 4.35% Real Estate 0.63% Asset Allocation
Asset Class Value Cash 3.39% Equity 96.59% Debt 0.02% Top Securities Holdings / Portfolio
Name Holding Value Quantity Invesco Pan European Equity C EUR Acc
Investment Fund | -98% ₹41 Cr 183,429
↓ -91,714 Triparty Repo
CBLO/Reverse Repo | -3% ₹1 Cr Net Receivables / (Payables)
CBLO | -1% ₹0 Cr
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सबसे अच्छा प्रदर्शन करने वाले म्यूचुअल फंड में निवेश करने का एक सही तरीका इसके गुणात्मक और मात्रात्मक दोनों उपायों को देखना है, जैसे:
निवेशकों को हमेशा ऐसे फंड में जाना चाहिए जो न तो बहुत बड़ा हो और न ही बहुत छोटा हो। जबकि फंड के आकार के बीच कोई सटीक परिभाषा और संबंध नहीं है, यह कहा जाता है कि बहुत छोटा या बहुत बड़ा, दोनों ही फंड के प्रदर्शन में बाधा डाल सकते हैं। किसी भी योजना में कम परिसंपत्ति प्रबंधन (एयूएम) बहुत जोखिम भरा होता है क्योंकि आप नहीं जानते कि निवेशक कौन हैं और किसी विशेष योजना में उनका कितना निवेश है। इस प्रकार, एक फंड चुनते समय, उसी के लिए जाने की सलाह दी जाती है जिसका एयूएम लगभग श्रेणी के समान है।
सबसे अच्छा प्रदर्शन करने वाले म्यूचुअल फंड में निवेश करने के लिए, निवेशकों को समय की अवधि के लिए फंड के प्रदर्शन का उचित मूल्यांकन करना चाहिए। इसके अलावा, ऐसी योजना के लिए जाने का सुझाव दिया जाता है जो लगातार 4-5 वर्षों में अपने बेंचमार्क को पीछे छोड़ती है, इसके अतिरिक्त, प्रत्येक अवधि को यह देखने के लिए देखना चाहिए कि क्या फंड बेंचमार्क को मात देने में सक्षम है।
जो निवेशक म्यूचुअल फंड में निवेश करना चाहते हैं, उन्हें एसेट मैनेजमेंट कंपनी द्वारा लगाए गए प्रबंधन शुल्क, संचालन लागत आदि जैसे कुछ शुल्क वहन करने पड़ते हैं (एएमसी) कई बार, निवेशक ऐसे फंड के लिए जाते हैं जिसका व्यय अनुपात कम होता है, लेकिन यह ऐसा कुछ है जो अन्य महत्वपूर्ण कारकों जैसे कि फंड के प्रदर्शन आदि को प्रभावित नहीं करना चाहिए।
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