+91-22-48913909शीर्ष 10 सर्वश्रेष्ठ प्रदर्शन करने वाले क्षेत्रीय म्युचुअल फंड 2022
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।
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
(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. Research Highlights for Sundaram Rural and Consumption Fund Below is the key information for Sundaram Rural and Consumption Fund Returns up to 1 year are on The Scheme seeks to achieve capital appreciation by investing in companies engaged directly or indirectly in infrastructure related activities. Research Highlights for Franklin Build India Fund Below is the key information for Franklin Build India Fund Returns up to 1 year are on 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. Research Highlights for DSP Natural Resources and New Energy Fund Below is the key information for DSP Natural Resources and New Energy Fund Returns up to 1 year are on 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. Research Highlights for Bandhan Infrastructure Fund Below is the key information for Bandhan Infrastructure Fund Returns up to 1 year are on 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. Research Highlights for Aditya Birla Sun Life Banking And Financial Services Fund Below is the key information for Aditya Birla Sun Life Banking And Financial Services Fund Returns up to 1 year are on 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. Research Highlights for Kotak Infrastructure & Economic Reform Fund Below is the key information for Kotak Infrastructure & Economic Reform Fund Returns up to 1 year are on 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. Research Highlights for SBI Magnum COMMA Fund Below is the key information for SBI Magnum COMMA Fund Returns up to 1 year are on (Erstwhile SBI FMCG Fund) To provide the investors maximum growth opportunity through equity
investments in stocks of growth oriented sectors of the economy. Research Highlights for SBI Consumption Opportunities Fund Below is the key information for SBI Consumption Opportunities Fund Returns up to 1 year are on 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 Research Highlights for Mirae Asset Great Consumer Fund Below is the key information for Mirae Asset Great Consumer Fund Returns up to 1 year are on (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. Research Highlights for Nippon India Power and Infra Fund Below is the key information for Nippon India Power and Infra Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Sundaram Rural and Consumption Fund Growth ₹84.4648
↑ 0.59 ₹1,461 -12.7 -16.8 -1.9 12.6 11.4 -0.1 Franklin Build India Fund Growth ₹138.173
↑ 1.48 ₹3,003 -1.9 -3.7 13.6 25.2 22.3 3.7 DSP Natural Resources and New Energy Fund Growth ₹104.121
↓ -0.75 ₹1,765 8.4 12.8 28.3 23.1 19.8 17.5 Bandhan Infrastructure Fund Growth ₹44.022
↑ 0.40 ₹1,428 -7.1 -13.5 3.1 20.9 19.4 -6.9 Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹59.07
↑ 0.31 ₹3,641 -6.5 -2.8 13.1 16.2 11.9 17.5 Kotak Infrastructure & Economic Reform Fund Growth ₹61.152
↑ 0.83 ₹2,252 -4.8 -8.3 13.7 17.2 19.9 -3.7 SBI Magnum COMMA Fund Growth ₹108.552
↑ 1.31 ₹896 2.5 1.5 19.3 19.5 15.3 12.3 SBI Consumption Opportunities Fund Growth ₹271.118
↑ 1.76 ₹2,930 -11.5 -15.2 -3.9 10.7 14.1 -6.3 Mirae Asset Great Consumer Fund Growth ₹82.248
↑ 0.81 ₹4,386 -12.3 -16.4 2 13.5 13.3 3.4 Nippon India Power and Infra Fund Growth ₹338.341
↑ 3.66 ₹6,773 -0.8 -4.8 14 24.5 22.7 -0.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Mar 26 Research Highlights & Commentary of 10 Funds showcased
Commentary Sundaram Rural and Consumption Fund Franklin Build India Fund DSP Natural Resources and New Energy Fund Bandhan Infrastructure Fund Aditya Birla Sun Life Banking And Financial Services Fund Kotak Infrastructure & Economic Reform Fund SBI Magnum COMMA Fund SBI Consumption Opportunities Fund Mirae Asset Great Consumer Fund Nippon India Power and Infra Fund Point 1 Bottom quartile AUM (₹1,461 Cr). Upper mid AUM (₹3,003 Cr). Lower mid AUM (₹1,765 Cr). Bottom quartile AUM (₹1,428 Cr). Upper mid AUM (₹3,641 Cr). Lower mid AUM (₹2,252 Cr). Bottom quartile AUM (₹896 Cr). Upper mid AUM (₹2,930 Cr). Top quartile AUM (₹4,386 Cr). Highest AUM (₹6,773 Cr). Point 2 Established history (19+ yrs). Established history (16+ yrs). Established history (17+ yrs). Established history (15+ yrs). Established history (12+ yrs). Established history (18+ yrs). Established history (20+ yrs). Established history (13+ yrs). Established history (14+ yrs). Oldest track record among peers (21 yrs). Point 3 Top rated. Rating: 5★ (top quartile). Rating: 5★ (upper mid). Rating: 5★ (upper mid). Rating: 5★ (upper mid). Rating: 4★ (lower mid). Rating: 4★ (lower mid). Rating: 4★ (bottom quartile). Rating: 4★ (bottom quartile). Rating: 4★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Point 5 5Y return: 11.35% (bottom quartile). 5Y return: 22.29% (top quartile). 5Y return: 19.76% (upper mid). 5Y return: 19.37% (upper mid). 5Y return: 11.90% (bottom quartile). 5Y return: 19.87% (upper mid). 5Y return: 15.34% (lower mid). 5Y return: 14.13% (lower mid). 5Y return: 13.31% (bottom quartile). 5Y return: 22.74% (top quartile). Point 6 3Y return: 12.63% (bottom quartile). 3Y return: 25.22% (top quartile). 3Y return: 23.09% (upper mid). 3Y return: 20.88% (upper mid). 3Y return: 16.23% (lower mid). 3Y return: 17.16% (lower mid). 3Y return: 19.51% (upper mid). 3Y return: 10.67% (bottom quartile). 3Y return: 13.49% (bottom quartile). 3Y return: 24.53% (top quartile). Point 7 1Y return: -1.87% (bottom quartile). 1Y return: 13.62% (upper mid). 1Y return: 28.33% (top quartile). 1Y return: 3.09% (lower mid). 1Y return: 13.07% (lower mid). 1Y return: 13.65% (upper mid). 1Y return: 19.31% (top quartile). 1Y return: -3.86% (bottom quartile). 1Y return: 2.04% (bottom quartile). 1Y return: 14.04% (upper mid). Point 8 Alpha: -7.86 (bottom quartile). Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (upper mid). Alpha: 0.61 (top quartile). Alpha: -8.03 (bottom quartile). Alpha: -1.28 (upper mid). Alpha: -10.82 (bottom quartile). Alpha: -3.11 (lower mid). Alpha: -6.78 (lower mid). Point 9 Sharpe: -0.56 (bottom quartile). Sharpe: 0.21 (upper mid). Sharpe: 1.32 (top quartile). Sharpe: -0.27 (bottom quartile). Sharpe: 1.03 (top quartile). Sharpe: -0.06 (lower mid). Sharpe: 0.73 (upper mid). Sharpe: -0.77 (bottom quartile). Sharpe: -0.24 (lower mid). Sharpe: -0.03 (upper mid). Point 10 Information ratio: -0.54 (bottom quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (upper mid). Information ratio: 0.25 (top quartile). Information ratio: -0.29 (lower mid). Information ratio: -0.23 (lower mid). Information ratio: -0.87 (bottom quartile). Information ratio: -0.51 (bottom quartile). Information ratio: 0.26 (top quartile). Sundaram Rural and Consumption Fund
Franklin Build India Fund
DSP Natural Resources and New Energy Fund
Bandhan Infrastructure Fund
Aditya Birla Sun Life Banking And Financial Services Fund
Kotak Infrastructure & Economic Reform Fund
SBI Magnum COMMA Fund
SBI Consumption Opportunities Fund
Mirae Asset Great Consumer Fund
Nippon India Power and Infra Fund
100 करोड़.1. Sundaram Rural and Consumption Fund
Sundaram Rural and Consumption Fund
Growth Launch Date 12 May 06 NAV (17 Mar 26) ₹84.4648 ↑ 0.59 (0.70 %) Net Assets (Cr) ₹1,461 on 31 Jan 26 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.18 Sharpe Ratio -0.56 Information Ratio -0.54 Alpha Ratio -7.86 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.
Date Value Returns for Sundaram Rural and Consumption Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 26 Duration Returns 1 Month -9.7% 3 Month -12.7% 6 Month -16.8% 1 Year -1.9% 3 Year 12.6% 5 Year 11.4% 10 Year 15 Year Since launch 11.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 -0.1% 2023 20.1% 2022 30.2% 2021 9.3% 2020 19.3% 2019 13.5% 2018 2.7% 2017 -7.8% 2016 38.7% 2015 21.1% Fund Manager information for Sundaram Rural and Consumption Fund
Name Since Tenure Data below for Sundaram Rural and Consumption Fund as on 31 Jan 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. Franklin Build India Fund
Franklin Build India Fund
Growth Launch Date 4 Sep 09 NAV (17 Mar 26) ₹138.173 ↑ 1.48 (1.09 %) Net Assets (Cr) ₹3,003 on 31 Jan 26 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 2.01 Sharpe Ratio 0.21 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 Returns for Franklin Build India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 26 Duration Returns 1 Month -7.2% 3 Month -1.9% 6 Month -3.7% 1 Year 13.6% 3 Year 25.2% 5 Year 22.3% 10 Year 15 Year Since launch 17.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 3.7% 2023 27.8% 2022 51.1% 2021 11.2% 2020 45.9% 2019 5.4% 2018 6% 2017 -10.7% 2016 43.3% 2015 8.4% Fund Manager information for Franklin Build India Fund
Name Since Tenure Data below for Franklin Build India Fund as on 31 Jan 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. DSP Natural Resources and New Energy Fund
DSP Natural Resources and New Energy Fund
Growth Launch Date 25 Apr 08 NAV (16 Mar 26) ₹104.121 ↓ -0.75 (-0.71 %) Net Assets (Cr) ₹1,765 on 31 Jan 26 Category Equity - Sectoral AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆☆ Risk High Expense Ratio 1.99 Sharpe Ratio 1.32 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 Returns for DSP Natural Resources and New Energy Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 26 Duration Returns 1 Month -3% 3 Month 8.4% 6 Month 12.8% 1 Year 28.3% 3 Year 23.1% 5 Year 19.8% 10 Year 15 Year Since launch 14% Historical performance (Yearly) on absolute basis
Year Returns 2024 17.5% 2023 13.9% 2022 31.2% 2021 9.8% 2020 42.8% 2019 11.5% 2018 4.4% 2017 -15.3% 2016 43.1% 2015 43.1% Fund Manager information for DSP Natural Resources and New Energy Fund
Name Since Tenure Data below for DSP Natural Resources and New Energy Fund as on 31 Jan 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. Bandhan Infrastructure Fund
Bandhan Infrastructure Fund
Growth Launch Date 8 Mar 11 NAV (17 Mar 26) ₹44.022 ↑ 0.40 (0.92 %) Net Assets (Cr) ₹1,428 on 31 Jan 26 Category Equity - Sectoral AMC IDFC Asset Management Company Limited Rating ☆☆☆☆☆ Risk High Expense Ratio 2.1 Sharpe Ratio -0.27 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.
Date Value Returns for Bandhan Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 26 Duration Returns 1 Month -7.9% 3 Month -7.1% 6 Month -13.5% 1 Year 3.1% 3 Year 20.9% 5 Year 19.4% 10 Year 15 Year Since launch 10.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 -6.9% 2023 39.3% 2022 50.3% 2021 1.7% 2020 64.8% 2019 6.3% 2018 -5.3% 2017 -25.9% 2016 58.7% 2015 10.7% Fund Manager information for Bandhan Infrastructure Fund
Name Since Tenure Data below for Bandhan Infrastructure Fund as on 31 Jan 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. 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 (17 Mar 26) ₹59.07 ↑ 0.31 (0.53 %) Net Assets (Cr) ₹3,641 on 31 Jan 26 Category Equity - Sectoral AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 1.99 Sharpe Ratio 1.03 Information Ratio 0.25 Alpha Ratio 0.61 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.
Date Value Returns for Aditya Birla Sun Life Banking And Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 26 Duration Returns 1 Month -9.2% 3 Month -6.5% 6 Month -2.8% 1 Year 13.1% 3 Year 16.2% 5 Year 11.9% 10 Year 15 Year Since launch 15.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 17.5% 2023 8.7% 2022 21.7% 2021 11.5% 2020 16.8% 2019 1.1% 2018 14.9% 2017 -2.4% 2016 47.6% 2015 15.7% Fund Manager information for Aditya Birla Sun Life Banking And Financial Services Fund
Name Since Tenure Data below for Aditya Birla Sun Life Banking And Financial Services Fund as on 31 Jan 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. Kotak Infrastructure & Economic Reform Fund
Kotak Infrastructure & Economic Reform Fund
Growth Launch Date 25 Feb 08 NAV (17 Mar 26) ₹61.152 ↑ 0.83 (1.38 %) Net Assets (Cr) ₹2,252 on 31 Jan 26 Category Equity - Sectoral AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆☆ Risk High Expense Ratio 2.01 Sharpe Ratio -0.06 Information Ratio -0.29 Alpha Ratio -8.03 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 Returns for Kotak Infrastructure & Economic Reform Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 26 Duration Returns 1 Month -7.9% 3 Month -4.8% 6 Month -8.3% 1 Year 13.7% 3 Year 17.2% 5 Year 19.9% 10 Year 15 Year Since launch 10.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 -3.7% 2023 32.4% 2022 37.3% 2021 15.6% 2020 57.3% 2019 3.4% 2018 3.6% 2017 -19.6% 2016 45.3% 2015 9.2% Fund Manager information for Kotak Infrastructure & Economic Reform Fund
Name Since Tenure Data below for Kotak Infrastructure & Economic Reform Fund as on 31 Jan 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. SBI Magnum COMMA Fund
SBI Magnum COMMA Fund
Growth Launch Date 8 Aug 05 NAV (17 Mar 26) ₹108.552 ↑ 1.31 (1.22 %) Net Assets (Cr) ₹896 on 31 Jan 26 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.58 Sharpe Ratio 0.73 Information Ratio -0.23 Alpha Ratio -1.28 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 Returns for SBI Magnum COMMA Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 26 Duration Returns 1 Month -4.3% 3 Month 2.5% 6 Month 1.5% 1 Year 19.3% 3 Year 19.5% 5 Year 15.3% 10 Year 15 Year Since launch 12.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 12.3% 2023 10.5% 2022 32.3% 2021 -6.6% 2020 52% 2019 23.9% 2018 11.8% 2017 -18.7% 2016 39.2% 2015 32.3% Fund Manager information for SBI Magnum COMMA Fund
Name Since Tenure Data below for SBI Magnum COMMA Fund as on 31 Jan 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 8. SBI Consumption Opportunities Fund
SBI Consumption Opportunities Fund
Growth Launch Date 2 Jan 13 NAV (17 Mar 26) ₹271.118 ↑ 1.76 (0.65 %) Net Assets (Cr) ₹2,930 on 31 Jan 26 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk High Expense Ratio 2 Sharpe Ratio -0.77 Information Ratio -0.87 Alpha Ratio -10.82 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 Returns for SBI Consumption Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 26 Duration Returns 1 Month -8.2% 3 Month -11.5% 6 Month -15.2% 1 Year -3.9% 3 Year 10.7% 5 Year 14.1% 10 Year 15 Year Since launch 13.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 -6.3% 2023 22.8% 2022 29.9% 2021 13.9% 2020 35.6% 2019 13.9% 2018 0.1% 2017 -2% 2016 53.1% 2015 2.4% Fund Manager information for SBI Consumption Opportunities Fund
Name Since Tenure Data below for SBI Consumption Opportunities Fund as on 31 Jan 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 9. Mirae Asset Great Consumer Fund
Mirae Asset Great Consumer Fund
Growth Launch Date 29 Mar 11 NAV (17 Mar 26) ₹82.248 ↑ 0.81 (1.00 %) Net Assets (Cr) ₹4,386 on 31 Jan 26 Category Equity - Sectoral AMC Mirae Asset Global Inv (India) Pvt. Ltd Rating ☆☆☆☆ Risk High Expense Ratio 1.16 Sharpe Ratio -0.24 Information Ratio -0.51 Alpha Ratio -3.11 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 Returns for Mirae Asset Great Consumer Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 26 Duration Returns 1 Month -10.2% 3 Month -12.3% 6 Month -16.4% 1 Year 2% 3 Year 13.5% 5 Year 13.3% 10 Year 15 Year Since launch 15.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 3.4% 2023 17.2% 2022 32.9% 2021 7.2% 2020 33% 2019 11.2% 2018 8.6% 2017 1.9% 2016 51% 2015 2% Fund Manager information for Mirae Asset Great Consumer Fund
Name Since Tenure Data below for Mirae Asset Great Consumer Fund as on 31 Jan 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 10. Nippon India Power and Infra Fund
Nippon India Power and Infra Fund
Growth Launch Date 8 May 04 NAV (17 Mar 26) ₹338.341 ↑ 3.66 (1.09 %) Net Assets (Cr) ₹6,773 on 31 Jan 26 Category Equity - Sectoral AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 1.85 Sharpe Ratio -0.03 Information Ratio 0.26 Alpha Ratio -6.78 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Nippon India Power and Infra Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 26 Duration Returns 1 Month -4.1% 3 Month -0.8% 6 Month -4.8% 1 Year 14% 3 Year 24.5% 5 Year 22.7% 10 Year 15 Year Since launch 17.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 -0.5% 2023 26.9% 2022 58% 2021 10.9% 2020 48.9% 2019 10.8% 2018 -2.9% 2017 -21.1% 2016 61.7% 2015 0.1% Fund Manager information for Nippon India Power and Infra Fund
Name Since Tenure Data below for Nippon India Power and Infra Fund as on 31 Jan 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
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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