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10 बेस्ट परफॉर्मिंग सेक्टोरल इक्विटी म्यूचुअल फंड्स 2022 | Fincash.com

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शीर्ष 10 सर्वश्रेष्ठ प्रदर्शन करने वाले क्षेत्रीय म्युचुअल फंड 2022

Updated on February 19, 2024 , 119484 views

की दुनिया मेंनिवेश, ऐसे निवेशक हैं जो 'हाई-रिस्क हाई-रिटर्न' निवेश में दृढ़ता से विश्वास करते हैं। और ऐसे उच्च जोखिम लेने वालों के लिए,म्यूचुअल फंड्स होल्ड पर कुछ है - सेक्टर फंड! सेक्टर म्युचुअल फंड एक विशेष क्षेत्र में निवेश करते हैं जैसा कि उनके निवेश उद्देश्य द्वारा परिभाषित किया गया है। इंफ्रा, फार्मा, बैंकिंग जैसे कुछ क्षेत्र लगातार बढ़ रहे हैं और भविष्य के लिए सकारात्मक दृष्टिकोण रखते हैं। हालांकि ऐसे म्युचुअल फंड आपके पैसे को दोगुना या परेशान कर सकते हैं, लेकिन उच्च-जोखिम उठाने का माद्दा सेक्टर फंड में निवेश कर सकते हैं। इस लेख में, आपको 2022 में निवेश करने के लिए सर्वश्रेष्ठ सेक्टर म्यूचुअल फंड के साथ-साथ सेक्टर फंड के बारे में कुछ विस्तृत जानकारी मिलेगी।

sector-funds

सेक्टर म्यूचुअल फंड में निवेश क्यों करें?

सेक्टर फंड एक प्रकार का म्यूचुअल फंड है जो विशिष्ट क्षेत्रों की प्रतिभूतियों में निवेश करता हैअर्थव्यवस्था, जैसे बैंकिंग, दूरसंचार, एफएमसीजी, फार्मास्युटिकल, सूचना प्रौद्योगिकी (आईटी), और बुनियादी ढांचा। दूसरे शब्दों में, सेक्टर फंड आपके निवेशित धन को केवल विशिष्ट उद्योग या क्षेत्र तक सीमित कर देते हैं। उदाहरण के लिए, एक बैंकिंग क्षेत्र का फंड बैंकों में निवेश कर सकता है और एक फार्मा फंड केवल फार्मा कंपनियों के शेयरों में निवेश कर सकता है। इन फंडों के फंड मैनेजर उन कंपनियों के शेयरों में पैसा लगाते हैं जो में अच्छा प्रदर्शन कर रही हैंमंडी. इस तरह के निवेश का समग्र उद्देश्य उन क्षेत्रों में निवेश करना है जिनमें निकट भविष्य में उच्च विकास क्षमता है।

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अगर निवेश का समय सही हो तो ये फंड वास्तव में एक बड़ा लाभ कमा सकते हैं। किसी को पता होना चाहिए कि फंड में कब प्रवेश करना है और कब बाहर निकलना है। निवेशकों को बाजार के उन क्षेत्रों में निवेश करना चाहिए जहां वे भविष्य में विकास के बारे में आश्वस्त हों या देखें। मुख्य विचार किसी विशेष उद्योग और क्षेत्र के विकास पर टैप-इन करना है। सेक्टर फंड का अन्य लाभ व्यक्तिगत फर्म-विशिष्ट जोखिम से आपकी रक्षा करने की क्षमता है। व्यक्तिगत स्टॉक खरीदने के बजाय, सेक्टर फंड में निवेश यह सुनिश्चित करेगा कि कंपनी का खराब प्रदर्शन आपके पोर्टफोलियो को प्रभावित नहीं करेगा।

लेकिन, इससे पहले कि आप किसी सेक्टर म्यूचुअल फंड में निवेश करें, आपको इस बात पर भरोसा होना चाहिए कि आप क्यों मानते हैं कि निकट भविष्य में सेक्टर के अच्छे प्रदर्शन की संभावना है।

वित्त वर्ष 22 - 23 में निवेश करने के लिए शीर्ष और सर्वश्रेष्ठ क्षेत्र म्युचुअल फंड

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Sundaram Rural and Consumption Fund Growth ₹80.916
↑ 0.09
₹1,3644.513.133.117.71630.2
Franklin Build India Fund Growth ₹120.645
↑ 0.52
₹2,03523.239.669.633.126.551.1
DSP BlackRock Natural Resources and New Energy Fund Growth ₹80.902
↓ -0.33
₹9112232.140.825.822.631.2
IDFC Infrastructure Fund Growth ₹41.531
↓ -0.17
₹96522.533.866.132.425.650.3
Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹50.84
↑ 0.23
₹3,0858.310.628.91314.621.7
Kotak Infrastructure & Economic Reform Fund Growth ₹55.06
↓ -0.15
₹1,47717.323.543.631.125.537.3
SBI Magnum COMMA Fund Growth ₹91.5449
↓ -1.30
₹56115.425.540.221.123.132.3
SBI Consumption Opportunities Fund Growth ₹270.372
↓ -0.88
₹2,0018.114.232.323.919.729.9
Mirae Asset Great Consumer Fund Growth ₹77.97
↓ -0.09
₹3,0946.415.135.820.619.332.9
Nippon India Power and Infra Fund Growth ₹302.48
↓ -0.10
₹3,88525.140.273.235.728.558
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Feb 24
*एयूएम/नेट एसेट्स वाले बेस्ट सेक्टोरियल म्यूचुअल फंड्स की सूची>100 करोड़.

1. Sundaram Rural and Consumption Fund

(Erstwhile Sundaram Rural India Fund)

The primary investment objective of the scheme is to generate consistent long-term returns by investing predominantly in equity & equity related instruments of companies that are focusing on Rural India.

Sundaram Rural and Consumption Fund is a Equity - Sectoral fund was launched on 12 May 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.5% since its launch.  Ranked 2 in Sectoral category.  Return for 2023 was 30.2% , 2022 was 9.3% and 2021 was 19.3% .

Below is the key information for Sundaram Rural and Consumption Fund

Sundaram Rural and Consumption Fund
Growth
Launch Date 12 May 06
NAV (21 Feb 24) ₹80.916 ↑ 0.09   (0.11 %)
Net Assets (Cr) ₹1,364 on 31 Jan 24
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.27
Sharpe Ratio 2.22
Information Ratio 0.02
Alpha Ratio 7.31
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 19₹10,000
31 Jan 20₹11,239
31 Jan 21₹11,875
31 Jan 22₹14,482
31 Jan 23₹15,404
31 Jan 24₹20,409

Sundaram Rural and Consumption Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for Sundaram Rural and Consumption Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Feb 24

DurationReturns
1 Month -0.5%
3 Month 4.5%
6 Month 13.1%
1 Year 33.1%
3 Year 17.7%
5 Year 16%
10 Year
15 Year
Since launch 12.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 30.2%
2022 9.3%
2021 19.3%
2020 13.5%
2019 2.7%
2018 -7.8%
2017 38.7%
2016 21.1%
2015 6.3%
2014 47.4%
Fund Manager information for Sundaram Rural and Consumption Fund
NameSinceTenure
Ratish Varier1 Jan 222.08 Yr.
Ashish Aggarwal1 Jan 222.08 Yr.

Data below for Sundaram Rural and Consumption Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Consumer Cyclical40.24%
Consumer Defensive32.79%
Communication Services10.97%
Basic Materials4.67%
Health Care2.78%
Financial Services2.32%
Real Estate1.69%
Technology0.72%
Industrials0.08%
Asset Allocation
Asset ClassValue
Cash3.75%
Equity96.25%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC
8%₹113 Cr2,449,660
↑ 200,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR
7%₹99 Cr371,782
Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN
7%₹94 Cr255,389
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL
7%₹93 Cr901,929
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL
7%₹91 Cr2,570,913
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M
5%₹71 Cr407,736
↓ -44,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI
5%₹66 Cr63,703
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Dec 18 | MCDOWELL-N
4%₹56 Cr499,998
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 523025
3%₹48 Cr246,492
Nestle India Ltd (Consumer Defensive)
Equity, Since 30 Jun 16 | NESTLEIND
3%₹45 Cr16,917
↓ -2,500

2. Franklin Build India Fund

The Scheme seeks to achieve capital appreciation by investing in companies engaged directly or indirectly in infrastructure related activities.

Franklin Build India Fund is a Equity - Sectoral fund was launched on 4 Sep 09. It is a fund with High risk and has given a CAGR/Annualized return of 18.8% since its launch.  Ranked 4 in Sectoral category.  Return for 2023 was 51.1% , 2022 was 11.2% and 2021 was 45.9% .

Below is the key information for Franklin Build India Fund

Franklin Build India Fund
Growth
Launch Date 4 Sep 09
NAV (20 Feb 24) ₹120.645 ↑ 0.52   (0.43 %)
Net Assets (Cr) ₹2,035 on 31 Jan 24
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.29
Sharpe Ratio 3.16
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.

DateValue
31 Jan 19₹10,000
31 Jan 20₹10,837
31 Jan 21₹11,577
31 Jan 22₹17,056
31 Jan 23₹18,288
31 Jan 24₹29,945

Franklin Build India 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 Franklin Build India Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Feb 24

DurationReturns
1 Month 7%
3 Month 23.2%
6 Month 39.6%
1 Year 69.6%
3 Year 33.1%
5 Year 26.5%
10 Year
15 Year
Since launch 18.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 51.1%
2022 11.2%
2021 45.9%
2020 5.4%
2019 6%
2018 -10.7%
2017 43.3%
2016 8.4%
2015 2.1%
2014 93.8%
Fund Manager information for Franklin Build India Fund
NameSinceTenure
Ajay Argal18 Oct 212.29 Yr.
Kiran Sebastian7 Feb 221.98 Yr.
Sandeep Manam18 Oct 212.29 Yr.

Data below for Franklin Build India Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Industrials41.34%
Utility14.52%
Financial Services12.95%
Energy8.51%
Basic Materials6.03%
Consumer Cyclical4.77%
Communication Services3.9%
Real Estate2.68%
Asset Allocation
Asset ClassValue
Cash5.3%
Equity94.7%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
10%₹181 Cr513,211
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | NTPC
8%₹143 Cr4,600,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | 500312
5%₹98 Cr4,800,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | 532898
5%₹97 Cr4,100,000
↑ 233,334
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK
4%₹80 Cr800,000
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 15 | KEI
4%₹75 Cr229,407
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 30 Nov 21 | KIRLOSENG
4%₹73 Cr1,119,847
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL
4%₹73 Cr710,000
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Mar 22 | MCX
3%₹64 Cr200,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
3%₹62 Cr238,000
↑ 20,000

3. DSP BlackRock Natural Resources and New Energy Fund

To seek to generate capital appreciation and provide long term growth opportunities by investing in equity and equity related securities of companies domiciled in India whose predominant economic activity is in the (a) discovery, development, production, or distribution of natural resources, viz., energy, mining etc; (b) alternative energy and energy technology sectors, with emphasis given to renewable energy, automotive and on-site power generation, energy storage and enabling energy technologies. also invest a certain portion of its corpus in the equity and equity related securities of companies domiciled overseas, which are principally engaged in the discovery, development, production or distribution of natural resources and alternative energy and/or the units shares of Merrill Lynch international Investment Funds New Energy Fund, Merrill Lynch International Investment Funds World Energy Fund and similar other overseas mutual fund schemes.

DSP BlackRock Natural Resources and New Energy Fund is a Equity - Sectoral fund was launched on 25 Apr 08. It is a fund with High risk and has given a CAGR/Annualized return of 14.1% since its launch.  Ranked 2 in Sectoral category.  Return for 2023 was 31.2% , 2022 was 9.8% and 2021 was 42.8% .

Below is the key information for DSP BlackRock Natural Resources and New Energy Fund

DSP BlackRock Natural Resources and New Energy Fund
Growth
Launch Date 25 Apr 08
NAV (20 Feb 24) ₹80.902 ↓ -0.33   (-0.41 %)
Net Assets (Cr) ₹911 on 31 Jan 24
Category Equity - Sectoral
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 2.14
Sharpe Ratio 1.5
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.

DateValue
31 Jan 19₹10,000
31 Jan 20₹9,954
31 Jan 21₹11,860
31 Jan 22₹17,451
31 Jan 23₹19,150
31 Jan 24₹25,792

DSP BlackRock Natural Resources and New Energy Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for DSP BlackRock Natural Resources and New Energy Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Feb 24

DurationReturns
1 Month 7.8%
3 Month 22%
6 Month 32.1%
1 Year 40.8%
3 Year 25.8%
5 Year 22.6%
10 Year
15 Year
Since launch 14.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 31.2%
2022 9.8%
2021 42.8%
2020 11.5%
2019 4.4%
2018 -15.3%
2017 43.1%
2016 43.1%
2015 -1.7%
2014 46.8%
Fund Manager information for DSP BlackRock Natural Resources and New Energy Fund
NameSinceTenure
Rohit Singhania1 Jul 1211.59 Yr.
Jay Kothari1 Mar 1310.93 Yr.

Data below for DSP BlackRock Natural Resources and New Energy Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Basic Materials40.04%
Energy34.58%
Utility11.36%
Technology2.55%
Industrials2.29%
Consumer Defensive0.08%
Asset Allocation
Asset ClassValue
Cash9.08%
Equity90.91%
Debt0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Hindalco Industries Ltd (Basic Materials)
Equity, Since 31 Oct 15 | HINDALCO
11%₹93 Cr1,519,608
Coal India Ltd (Energy)
Equity, Since 31 Mar 22 | COALINDIA
9%₹74 Cr1,974,770
BGF World Energy I2
Investment Fund | -
8%₹68 Cr297,196
BGF Sustainable Energy I2
Investment Fund | -
8%₹68 Cr413,047
Tata Steel Ltd (Basic Materials)
Equity, Since 31 Aug 16 | TATASTEEL
7%₹65 Cr4,623,621
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Mar 20 | JINDALSTEL
7%₹62 Cr829,983
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 08 | RELIANCE
5%₹46 Cr179,041
GAIL (India) Ltd (Utilities)
Equity, Since 31 Aug 20 | GAIL
5%₹42 Cr2,591,859
↑ 288,197
NMDC Ltd (Basic Materials)
Equity, Since 30 Sep 18 | NMDC
4%₹37 Cr1,749,728
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 20 | 500312
4%₹36 Cr1,758,240
↓ -101,150

4. IDFC Infrastructure Fund

The investment objective of the scheme is to seek to generate long-term capital growth through an active diversified portfolio of predominantly equity and equity related instruments of companies that are participating in and benefiting from growth in Indian infrastructure and infrastructural related activities. However, there can be no assurance that the investment objective of the scheme will be realized.

IDFC Infrastructure Fund is a Equity - Sectoral fund was launched on 8 Mar 11. It is a fund with High risk and has given a CAGR/Annualized return of 11.6% since its launch.  Ranked 1 in Sectoral category.  Return for 2023 was 50.3% , 2022 was 1.7% and 2021 was 64.8% .

Below is the key information for IDFC Infrastructure Fund

IDFC Infrastructure Fund
Growth
Launch Date 8 Mar 11
NAV (21 Feb 24) ₹41.531 ↓ -0.17   (-0.41 %)
Net Assets (Cr) ₹965 on 31 Jan 24
Category Equity - Sectoral
AMC IDFC Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.44
Sharpe Ratio 3.34
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 19₹10,000
31 Jan 20₹10,687
31 Jan 21₹11,167
31 Jan 22₹17,939
31 Jan 23₹18,077
31 Jan 24₹30,107

IDFC 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 ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for IDFC 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 21 Feb 24

DurationReturns
1 Month 5.9%
3 Month 22.5%
6 Month 33.8%
1 Year 66.1%
3 Year 32.4%
5 Year 25.6%
10 Year
15 Year
Since launch 11.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 50.3%
2022 1.7%
2021 64.8%
2020 6.3%
2019 -5.3%
2018 -25.9%
2017 58.7%
2016 10.7%
2015 -0.2%
2014 43.2%
Fund Manager information for IDFC Infrastructure Fund
NameSinceTenure
Vishal Biraia24 Jan 240.02 Yr.
Ritika Behera7 Oct 230.32 Yr.

Data below for IDFC Infrastructure Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Industrials62.64%
Basic Materials16.38%
Utility11.61%
Consumer Cyclical3.17%
Communication Services2.61%
Technology2.03%
Financial Services0.49%
Asset Allocation
Asset ClassValue
Cash1.07%
Equity98.93%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
10%₹84 Cr239,119
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | ULTRACEMCO
6%₹54 Cr51,787
↓ -2,072
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Oct 19 | BEL
6%₹49 Cr2,664,600
Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Dec 17 | KIRLOSBROS
5%₹41 Cr466,186
Torrent Power Ltd (Utilities)
Equity, Since 31 Mar 18 | TORNTPOWER
5%₹41 Cr442,900
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 17 | JKCEMENT
4%₹37 Cr96,880
Ahluwalia Contracts (India) Ltd (Industrials)
Equity, Since 30 Apr 15 | AHLUCONT
4%₹33 Cr431,238
ABB India Ltd (Industrials)
Equity, Since 31 Jul 21 | ABB
3%₹29 Cr61,529
↓ -23,093
ITD Cementation India Ltd (Industrials)
Equity, Since 30 Jun 15 | ITDCEM
3%₹28 Cr971,704
↓ -90,016
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Mar 18 | JINDALSTEL
3%₹27 Cr366,666

5. Aditya Birla Sun Life Banking And Financial Services Fund

The primary investment objective of the Scheme is to generate long-term capital appreciation to unit holders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.

Aditya Birla Sun Life Banking And Financial Services Fund is a Equity - Sectoral fund was launched on 14 Dec 13. It is a fund with High risk and has given a CAGR/Annualized return of 17.3% since its launch.  Ranked 3 in Sectoral category.  Return for 2023 was 21.7% , 2022 was 11.5% and 2021 was 16.8% .

Below is the key information for Aditya Birla Sun Life Banking And Financial Services Fund

Aditya Birla Sun Life Banking And Financial Services Fund
Growth
Launch Date 14 Dec 13
NAV (20 Feb 24) ₹50.84 ↑ 0.23   (0.45 %)
Net Assets (Cr) ₹3,085 on 31 Jan 24
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.13
Sharpe Ratio 1.52
Information Ratio 0.93
Alpha Ratio 12.37
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Jan 19₹10,000
31 Jan 20₹11,797
31 Jan 21₹11,567
31 Jan 22₹14,954
31 Jan 23₹15,107
31 Jan 24₹19,234

Aditya Birla Sun Life Banking And Financial Services Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for Aditya Birla Sun Life Banking And Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Feb 24

DurationReturns
1 Month 1.5%
3 Month 8.3%
6 Month 10.6%
1 Year 28.9%
3 Year 13%
5 Year 14.6%
10 Year
15 Year
Since launch 17.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 21.7%
2022 11.5%
2021 16.8%
2020 1.1%
2019 14.9%
2018 -2.4%
2017 47.6%
2016 15.7%
2015 -0.5%
2014 65.8%
Fund Manager information for Aditya Birla Sun Life Banking And Financial Services Fund
NameSinceTenure
Dhaval Gala26 Aug 158.44 Yr.
Dhaval Joshi21 Nov 221.2 Yr.

Data below for Aditya Birla Sun Life Banking And Financial Services Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Financial Services93.06%
Technology2.54%
Asset Allocation
Asset ClassValue
Cash2.42%
Equity97.58%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | HDFCBANK
18%₹536 Cr3,136,948
↑ 100,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | ICICIBANK
16%₹488 Cr4,893,129
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | AXISBANK
6%₹187 Cr1,699,645
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | BAJFINANCE
6%₹186 Cr253,725
State Bank of India (Financial Services)
Equity, Since 31 Oct 17 | SBIN
5%₹151 Cr2,351,492
Poonawalla Fincorp Ltd (Financial Services)
Equity, Since 31 May 21 | POONAWALLA
3%₹105 Cr2,422,221
↓ -700,000
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 23 | SHRIRAMFIN
3%₹85 Cr414,830
↑ 133,503
Repco Home Finance Ltd (Financial Services)
Equity, Since 31 Dec 13 | REPCOHOME
3%₹82 Cr2,095,955
↓ -28,598
Bank of India (Financial Services)
Equity, Since 31 Dec 22 | BANKINDIA
2%₹73 Cr6,444,660
↓ -551,653
Computer Age Management Services Ltd Ordinary Shares (Technology)
Equity, Since 31 Dec 23 | CAMS
2%₹72 Cr270,899
↑ 270,899

6. Kotak Infrastructure & Economic Reform Fund

The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly (at least 65%) equity and equity-related securities of companies involved in economic development of India as a result of potential investments in infrastructure and unfolding economic reforms.

Kotak Infrastructure & Economic Reform Fund is a Equity - Sectoral fund was launched on 25 Feb 08. It is a fund with High risk and has given a CAGR/Annualized return of 11.3% since its launch.  Ranked 6 in Sectoral category.  Return for 2023 was 37.3% , 2022 was 15.6% and 2021 was 57.3% .

Below is the key information for Kotak Infrastructure & Economic Reform Fund

Kotak Infrastructure & Economic Reform Fund
Growth
Launch Date 25 Feb 08
NAV (20 Feb 24) ₹55.06 ↓ -0.15   (-0.27 %)
Net Assets (Cr) ₹1,477 on 31 Jan 24
Category Equity - Sectoral
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.12
Sharpe Ratio 3.17
Information Ratio 0.78
Alpha Ratio 10.01
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.

DateValue
31 Jan 19₹10,000
31 Jan 20₹11,592
31 Jan 21₹11,624
31 Jan 22₹17,934
31 Jan 23₹20,401
31 Jan 24₹29,849

Kotak Infrastructure & Economic Reform Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for Kotak Infrastructure & Economic Reform Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Feb 24

DurationReturns
1 Month 4.9%
3 Month 17.3%
6 Month 23.5%
1 Year 43.6%
3 Year 31.1%
5 Year 25.5%
10 Year
15 Year
Since launch 11.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 37.3%
2022 15.6%
2021 57.3%
2020 3.4%
2019 3.6%
2018 -19.6%
2017 45.3%
2016 9.2%
2015 -0.2%
2014 80.7%
Fund Manager information for Kotak Infrastructure & Economic Reform Fund
NameSinceTenure
Arjun Khanna1 Mar 221.92 Yr.
Nalin Bhatt1 Oct 230.34 Yr.

Data below for Kotak Infrastructure & Economic Reform Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Industrials46.63%
Basic Materials13.9%
Consumer Cyclical12.63%
Utility11.68%
Communication Services4.26%
Energy3.42%
Real Estate2.48%
Financial Services0.1%
Asset Allocation
Asset ClassValue
Cash3.69%
Equity96.31%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 15 | LT
5%₹75 Cr212,096
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 15 | ULTRACEMCO
4%₹60 Cr57,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTL
4%₹56 Cr545,000
Container Corporation of India Ltd (Industrials)
Equity, Since 30 Sep 12 | CONCOR
4%₹53 Cr620,000
Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Oct 15 | SOLARINDS
4%₹48 Cr72,000
Shree Cement Ltd (Basic Materials)
Equity, Since 31 Dec 11 | SHREECEM
3%₹44 Cr15,500
AIA Engineering Ltd (Industrials)
Equity, Since 31 Jul 09 | AIAENG
3%₹42 Cr114,000
NTPC Ltd (Utilities)
Equity, Since 31 Aug 16 | NTPC
3%₹40 Cr1,300,000
Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Aug 17 | KPIL
3%₹39 Cr552,500
Bosch Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | BOSCHLTD
3%₹39 Cr17,500

7. SBI Magnum COMMA Fund

To generate opportunities for growth along with possibility of consistent returns by investing predominantly in a portfolio of stocks of companies engaged in the commodity business within the following sectors - Oil & Gas, Metals, Materials & Agriculture and in debt & money market instruments.

SBI Magnum COMMA Fund is a Equity - Sectoral fund was launched on 8 Aug 05. It is a fund with High risk and has given a CAGR/Annualized return of 12.7% since its launch.  Ranked 9 in Sectoral category.  Return for 2023 was 32.3% , 2022 was -6.6% and 2021 was 52% .

Below is the key information for SBI Magnum COMMA Fund

SBI Magnum COMMA Fund
Growth
Launch Date 8 Aug 05
NAV (21 Feb 24) ₹91.5449 ↓ -1.30   (-1.40 %)
Net Assets (Cr) ₹561 on 31 Jan 24
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.6
Sharpe Ratio 1.79
Information Ratio -0.54
Alpha Ratio 4.65
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 19₹10,000
31 Jan 20₹11,525
31 Jan 21₹13,795
31 Jan 22₹22,194
31 Jan 23₹20,233
31 Jan 24₹27,932

SBI Magnum COMMA Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for SBI Magnum COMMA Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Feb 24

DurationReturns
1 Month 2.7%
3 Month 15.4%
6 Month 25.5%
1 Year 40.2%
3 Year 21.1%
5 Year 23.1%
10 Year
15 Year
Since launch 12.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 32.3%
2022 -6.6%
2021 52%
2020 23.9%
2019 11.8%
2018 -18.7%
2017 39.2%
2016 32.3%
2015 -6.1%
2014 31.5%
Fund Manager information for SBI Magnum COMMA Fund
NameSinceTenure
Richard D'souza1 Aug 149.51 Yr.
Mohit Jain30 Nov 176.18 Yr.

Data below for SBI Magnum COMMA Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Basic Materials52.85%
Energy19.16%
Utility7.28%
Consumer Cyclical6.32%
Industrials5.24%
Consumer Defensive5.04%
Asset Allocation
Asset ClassValue
Cash4.11%
Equity95.89%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NTPC Ltd (Utilities)
Equity, Since 31 Mar 20 | NTPC
7%₹39 Cr1,253,717
Tata Steel Ltd (Basic Materials)
Equity, Since 30 Apr 11 | TATASTEEL
7%₹39 Cr2,776,000
Hindustan Copper Ltd (Basic Materials)
Equity, Since 30 Apr 21 | HINDCOPPER
7%₹38 Cr1,403,400
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Jun 18 | ULTRACEMCO
7%₹36 Cr34,000
Coal India Ltd (Energy)
Equity, Since 31 Mar 22 | COALINDIA
6%₹35 Cr930,000
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | KPRMILL
6%₹34 Cr415,992
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Nov 23 | HINDPETRO
5%₹29 Cr725,000
Antony Waste Handling Cell Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jan 21 | AWHCL
5%₹28 Cr587,000
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 07 | RELIANCE
5%₹28 Cr107,366
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 20 | CCL
5%₹27 Cr425,000

8. SBI Consumption Opportunities Fund

(Erstwhile SBI FMCG Fund)

To provide the investors maximum growth opportunity through equity investments in stocks of growth oriented sectors of the economy.

SBI Consumption Opportunities Fund is a Equity - Sectoral fund was launched on 2 Jan 13. It is a fund with High risk and has given a CAGR/Annualized return of 16.3% since its launch.  Ranked 11 in Sectoral category.  Return for 2023 was 29.9% , 2022 was 13.9% and 2021 was 35.6% .

Below is the key information for SBI Consumption Opportunities Fund

SBI Consumption Opportunities Fund
Growth
Launch Date 2 Jan 13
NAV (20 Feb 24) ₹270.372 ↓ -0.88   (-0.32 %)
Net Assets (Cr) ₹2,001 on 31 Jan 24
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.31
Sharpe Ratio 2.29
Information Ratio 0.66
Alpha Ratio 6.72
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.

DateValue
31 Jan 19₹10,000
31 Jan 20₹10,548
31 Jan 21₹11,930
31 Jan 22₹16,080
31 Jan 23₹17,990
31 Jan 24₹23,866

SBI Consumption Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520
Invest Now

Returns for SBI Consumption Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Feb 24

DurationReturns
1 Month 0.4%
3 Month 8.1%
6 Month 14.2%
1 Year 32.3%
3 Year 23.9%
5 Year 19.7%
10 Year
15 Year
Since launch 16.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 29.9%
2022 13.9%
2021 35.6%
2020 13.9%
2019 0.1%
2018 -2%
2017 53.1%
2016 2.4%
2015 5.3%
2014 30.9%
Fund Manager information for SBI Consumption Opportunities Fund
NameSinceTenure
Saurabh Pant1 Jun 1112.68 Yr.
Mohit Jain30 Nov 176.18 Yr.

Data below for SBI Consumption Opportunities Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Consumer Cyclical42.42%
Consumer Defensive35.72%
Industrials13.24%
Communication Services4.56%
Asset Allocation
Asset ClassValue
Cash4.05%
Equity95.95%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
6%₹117 Cr2,540,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 22 | HINDUNILVR
5%₹94 Cr353,000
Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 30 Nov 16 | SFL
4%₹78 Cr630,464
Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | BAJAJ-AUTO
4%₹75 Cr110,000
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | JUBLFOOD
4%₹73 Cr1,300,000
Chalet Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | CHALET
4%₹72 Cr1,040,728
↓ -59,272
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | HEROMOTOCO
4%₹68 Cr165,000
Procter & Gamble Hygiene and Health Care Ltd (Consumer Defensive)
Equity, Since 30 Apr 21 | PGHH
3%₹66 Cr38,000
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Jan 23 | MCDOWELL-N
3%₹63 Cr560,000
United Breweries Ltd (Consumer Defensive)
Equity, Since 31 May 21 | UBL
3%₹55 Cr308,000

9. Mirae Asset Great Consumer Fund

The investment objective of the scheme is to generate long term capital appreciation by investing in a portfolio of companies/funds that are likely to benefit either directly or indirectly from consumption led demand in India. The Scheme does not guarantee or assure any returns

Mirae Asset Great Consumer Fund is a Equity - Sectoral fund was launched on 29 Mar 11. It is a fund with High risk and has given a CAGR/Annualized return of 17.3% since its launch.  Ranked 7 in Sectoral category.  Return for 2023 was 32.9% , 2022 was 7.2% and 2021 was 33% .

Below is the key information for Mirae Asset Great Consumer Fund

Mirae Asset Great Consumer Fund
Growth
Launch Date 29 Mar 11
NAV (20 Feb 24) ₹77.97 ↓ -0.09   (-0.12 %)
Net Assets (Cr) ₹3,094 on 31 Jan 24
Category Equity - Sectoral
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating
Risk High
Expense Ratio 1.85
Sharpe Ratio 2.09
Information Ratio 0.6
Alpha Ratio 4.37
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.

DateValue
31 Jan 19₹10,000
31 Jan 20₹11,430
31 Jan 21₹12,642
31 Jan 22₹16,232
31 Jan 23₹17,231
31 Jan 24₹23,317

Mirae Asset Great Consumer Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520
Invest Now

Returns for Mirae Asset Great Consumer Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Feb 24

DurationReturns
1 Month -0.4%
3 Month 6.4%
6 Month 15.1%
1 Year 35.8%
3 Year 20.6%
5 Year 19.3%
10 Year
15 Year
Since launch 17.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 32.9%
2022 7.2%
2021 33%
2020 11.2%
2019 8.6%
2018 1.9%
2017 51%
2016 2%
2015 3.8%
2014 42.7%
Fund Manager information for Mirae Asset Great Consumer Fund
NameSinceTenure
Ankit Jain5 Oct 167.33 Yr.
Siddhant Chhabria21 Jun 212.62 Yr.

Data below for Mirae Asset Great Consumer Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Consumer Cyclical37.42%
Consumer Defensive28.67%
Industrials10.31%
Financial Services7.62%
Communication Services5.79%
Basic Materials5.77%
Health Care3.07%
Asset Allocation
Asset ClassValue
Cash1.34%
Equity98.65%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
7%₹208 Cr4,500,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL
6%₹179 Cr1,730,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 15 | HINDUNILVR
5%₹168 Cr630,000
Titan Co Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | TITAN
5%₹142 Cr387,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 14 | HDFCBANK
4%₹118 Cr690,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | MARUTI
3%₹107 Cr104,000
↓ -7,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | M&M
3%₹99 Cr575,000
↑ 140,000
Ceat Ltd (Consumer Cyclical)
Equity, Since 30 Nov 16 | CEATLTD
3%₹97 Cr400,000
United Spirits Ltd (Consumer Defensive)
Equity, Since 30 Nov 20 | MCDOWELL-N
3%₹95 Cr850,000
Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | EICHERMOT
3%₹89 Cr215,000

10. Nippon India Power and Infra Fund

(Erstwhile Reliance Diversified Power Sector Fund)

The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies in the power sector.

Nippon India Power and Infra Fund is a Equity - Sectoral fund was launched on 8 May 04. It is a fund with High risk and has given a CAGR/Annualized return of 18.8% since its launch.  Ranked 13 in Sectoral category.  Return for 2023 was 58% , 2022 was 10.9% and 2021 was 48.9% .

Below is the key information for Nippon India Power and Infra Fund

Nippon India Power and Infra Fund
Growth
Launch Date 8 May 04
NAV (20 Feb 24) ₹302.48 ↓ -0.10   (-0.03 %)
Net Assets (Cr) ₹3,885 on 31 Jan 24
Category Equity - Sectoral
AMC Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 2.23
Sharpe Ratio 3.39
Information Ratio 1.76
Alpha Ratio 12.06
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 19₹10,000
31 Jan 20₹10,973
31 Jan 21₹11,772
31 Jan 22₹17,605
31 Jan 23₹19,369
31 Jan 24₹32,879

Nippon India Power and Infra 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 Nippon India Power and Infra Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Feb 24

DurationReturns
1 Month 7%
3 Month 25.1%
6 Month 40.2%
1 Year 73.2%
3 Year 35.7%
5 Year 28.5%
10 Year
15 Year
Since launch 18.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 58%
2022 10.9%
2021 48.9%
2020 10.8%
2019 -2.9%
2018 -21.1%
2017 61.7%
2016 0.1%
2015 0.3%
2014 50.8%
Fund Manager information for Nippon India Power and Infra Fund
NameSinceTenure
Sanjay Doshi2 Jan 177.08 Yr.
Kinjal Desai25 May 185.69 Yr.

Data below for Nippon India Power and Infra Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Industrials34.43%
Utility15.6%
Basic Materials8.95%
Energy8.52%
Communication Services6.61%
Consumer Cyclical6.06%
Technology5.69%
Real Estate5.3%
Health Care2.09%
Financial Services0.59%
Asset Allocation
Asset ClassValue
Cash6.13%
Equity93.87%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 07 | LT
7%₹225 Cr639,337
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE
6%₹220 Cr850,000
NTPC Ltd (Utilities)
Equity, Since 31 May 09 | NTPC
6%₹218 Cr7,000,000
↓ -1,500,000
Bosch Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | BOSCHLTD
5%₹178 Cr80,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | ULTRACEMCO
4%₹152 Cr145,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 18 | BHARTIARTL
4%₹139 Cr1,350,000
Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Nov 22 | KAYNES
4%₹131 Cr500,000
↑ 102,402
Container Corporation of India Ltd (Industrials)
Equity, Since 31 Aug 22 | CONCOR
3%₹110 Cr1,274,151
Cyient DLM Ltd (Technology)
Equity, Since 31 Jul 23 | 543933
3%₹91 Cr1,350,000
↑ 250,000
NLC India Ltd (Utilities)
Equity, Since 30 Jun 23 | NLCINDIA
3%₹91 Cr3,584,719
↓ -1,415,281

बेस्ट सेक्टर म्यूचुअल फंड में निवेश करते समय विचार करने के लिए स्मार्ट टिप्स

सेक्टर फंड में निवेश करने से पहले आपको कुछ चीजें जानने की जरूरत है:

1. म्युचुअल फंड उद्देश्य

म्यूचुअल फंड योजना के उद्देश्य को हमेशा उचित रूप से समझना चाहिए। उदाहरण के लिए, कुछ सेक्टर म्युचुअल फंड निर्दिष्ट क्षेत्र में पोर्टफोलियो का केवल 65 प्रतिशत तक निवेश करते हैं। यह किसी क्षेत्र में आपके जोखिम को कम कर सकता है और आपके द्वारा अपेक्षित प्रतिफल प्रदान नहीं करेगा।

2. बाजार का समय

जैसा कि वे कहते हैं, शेयर बाजार में धन बढ़ने के लिए, "बाजार में समय बाजार के समय से ज्यादा महत्वपूर्ण है।" लेकिन, जब सेक्टर म्यूचुअल फंड में पैसा बनाने की बात आती है, तो बाजार को समय के साथ सीखने की जरूरत है, खासकर सीमेंट जैसे चक्रीय क्षेत्रों में,बैंक, स्टील, आदि। उदाहरण के लिए, बैंकिंग स्टॉक अच्छा प्रदर्शन करते हैं जब ब्याज दरें कम होती हैं या गिरने की उम्मीद होती है। और वेकमजोर प्रदर्शन जब ब्याज दरें बढ़ रही हों। इसलिए, बैंकिंग फंड में अच्छा रिटर्न हासिल करने के लिए, किसी को ब्याज दर चक्र के सही मोड़ पर होना चाहिए।

आदर्श रूप से, एकइन्वेस्टर लेना चाहिएसिप इस तरह के फंडों के लिए एक एक्सपोजर बनाने का मार्ग, लेकिन किसी को एसआईपी को बंद कर देना चाहिए और सेक्टर म्यूचुअल फंड में बाहर निकलने की स्थिति को बंद कर देना चाहिए, जब सेक्टर के फंडामेंटल फीका या डूबने लगते हैं।

भिन्नविविध निधि, सेक्टर म्युचुअल फंड कम विविध हैं, इस प्रकार जोखिम का जोखिम तुलनात्मक रूप से अधिक है। सेक्टर फंड के आसपास का नुकसान अस्थिरता की उच्च दर है। यह निवेश की अपनी प्रकृति के कारण है। जब बाजार ऊपर की ओर बढ़ रहा होता है तो एक निवेशक को अत्यधिक लाभ प्राप्त होता है और जब उस विशेष क्षेत्र का बाजार बिगड़ रहा होता है तो उसे भारी नुकसान होता है।

3. जानें कि कब बाहर निकलना है

डायवर्सिफाइड म्यूचुअल फंड की तुलना में सेक्टर म्यूचुअल फंड को पोर्टफोलियो में ज्यादा समय तक नहीं रखना चाहिए। आदर्श रूप से, जब किसी सेक्टर से अच्छा प्रदर्शन करने की उम्मीद की जाती है, तो ऐसे फंड को खरीदना चाहिए और फंड से बाहर निकलना शुरू हो जाने पर फंड से बाहर निकल जाना चाहिए। चूंकि ये फंड ज्यादातर चक्रीय होते हैं, इनका कार्यकाल आमतौर पर 3-5 साल का होता है। इस प्रकार, निवेशकों को यह जानने के लिए कुछ अच्छा समय बिताना चाहिए कि ऐसे फंडों से कब बाहर निकलना है।

4. सीमित एक्सपोजर

सेक्टर फंड में निवेश करने वाले निवेशकों को यह समझना चाहिए कि फंड मैनेजर अपने निवेश विकल्पों में प्रतिबंधित है और किसी विशेष क्षेत्र में निवेश जारी रखना होगा, भले ही वह क्षेत्र बाजार में अच्छा प्रदर्शन नहीं कर रहा हो। जबकि, इक्विटी डायवर्सिफाइड फंड्स में, एक फंड मैनेजर इस तरह के किसी प्रतिबंध के लिए बाध्य नहीं होता है।

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निष्कर्ष

सेक्टर फंड आपके पोर्टफोलियो को केंद्रित जोखिम के लिए उजागर करते हैं, वास्तव में, यदि आप अपने आप को व्यापार चक्रों के बराबर नहीं रखते हैं, तो यह आपको बहुत बड़ा नुकसान पहुंचा सकता है। दूसरी ओर, यदि आप सेक्टर के बुनियादी सिद्धांतों से अच्छी तरह वाकिफ हैं और ऐसे फंडों से जुड़ी अस्थिरता का आकलन करने की क्षमता रखते हैं, तो आप अच्छा लाभ कमा सकते हैं। हालांकि, सेक्टर फंड में निवेश करते समय हमेशा बहुत सावधान रहें और इसका सीमित हिस्सा ही निवेश करेंराजधानी!

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Raju, posted on 23 Dec 21 11:18 AM

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