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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 June 10, 2024 , 120972 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 (%)
DSP BlackRock Natural Resources and New Energy Fund Growth ₹92.543
↑ 1.11
₹1,0941432.658.621.323.131.2
IDFC Infrastructure Fund Growth ₹52.394
↑ 0.39
₹1,17124.844.681.834.427.250.3
Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹53.88
↑ 0.14
₹3,1787.27.423.513.812.321.7
Franklin Build India Fund Growth ₹141.817
↑ 1.27
₹2,4061833.979.235.126.351.1
Sundaram Rural and Consumption Fund Growth ₹89.4535
↑ 0.03
₹1,39812.114.135.918.816.530.2
Kotak Infrastructure & Economic Reform Fund Growth ₹68.624
↑ 0.29
₹1,80424.138.76235.626.737.3
SBI Magnum COMMA Fund Growth ₹99.9611
↑ 0.40
₹5979.921.14714.92232.3
SBI Consumption Opportunities Fund Growth ₹303.634
↓ -0.27
₹2,16515.118.2362521.829.9
Mirae Asset Great Consumer Fund Growth ₹87.893
↓ -0.14
₹3,35113.716.336.62220.432.9
Nippon India Power and Infra Fund Growth ₹360.487
↑ 3.88
₹5,04318.336.17937.828.558
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 Jun 24
*एयूएम/नेट एसेट्स वाले बेस्ट सेक्टोरियल म्यूचुअल फंड्स की सूची>100 करोड़.

1. 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 14.8% 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 (12 Jun 24) ₹92.543 ↑ 1.11   (1.21 %)
Net Assets (Cr) ₹1,094 on 30 Apr 24
Category Equity - Sectoral
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 2.14
Sharpe Ratio 2.31
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 May 19₹10,000
31 May 20₹7,471
31 May 21₹15,155
31 May 22₹15,848
31 May 23₹17,370
31 May 24₹27,544

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 ₹543,623.
Net Profit of ₹243,623
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 12 Jun 24

DurationReturns
1 Month 6.3%
3 Month 14%
6 Month 32.6%
1 Year 58.6%
3 Year 21.3%
5 Year 23.1%
10 Year
15 Year
Since launch 14.8%
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 1211.84 Yr.
Jay Kothari1 Mar 1311.18 Yr.

Data below for DSP BlackRock Natural Resources and New Energy Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Basic Materials46.66%
Energy34.52%
Utility11.54%
Industrials2.12%
Technology2.03%
Consumer Defensive0.06%
Asset Allocation
Asset ClassValue
Cash3.06%
Equity96.93%
Debt0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Coal India Ltd (Energy)
Equity, Since 31 Mar 22 | COALINDIA
9%₹100 Cr2,203,972
↑ 115,665
Hindalco Industries Ltd (Basic Materials)
Equity, Since 31 Oct 15 | HINDALCO
9%₹99 Cr1,534,067
BGF World Energy I2
Investment Fund | -
9%₹96 Cr372,537
↑ 38,890
Tata Steel Ltd (Basic Materials)
Equity, Since 31 Aug 16 | TATASTEEL
9%₹95 Cr5,785,263
↓ -321,352
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Mar 20 | 532286
7%₹76 Cr821,048
NMDC Ltd (Basic Materials)
Equity, Since 30 Sep 18 | 526371
7%₹73 Cr2,876,363
↑ 461,836
GAIL (India) Ltd (Utilities)
Equity, Since 31 Aug 20 | 532155
6%₹69 Cr3,311,121
↑ 789,854
BGF Sustainable Energy I2
Investment Fund | -
6%₹65 Cr413,047
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 08 | RELIANCE
5%₹53 Cr179,041
National Aluminium Co Ltd (Basic Materials)
Equity, Since 28 Feb 22 | 532234
4%₹43 Cr2,347,380

2. 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 13.2% 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 (13 Jun 24) ₹52.394 ↑ 0.39   (0.75 %)
Net Assets (Cr) ₹1,171 on 30 Apr 24
Category Equity - Sectoral
AMC IDFC Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.44
Sharpe Ratio 3.99
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 May 19₹10,000
31 May 20₹6,458
31 May 21₹12,922
31 May 22₹13,861
31 May 23₹17,419
31 May 24₹31,317

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 ₹598,181.
Net Profit of ₹298,181
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 12 Jun 24

DurationReturns
1 Month 14.4%
3 Month 24.8%
6 Month 44.6%
1 Year 81.8%
3 Year 34.4%
5 Year 27.2%
10 Year
15 Year
Since launch 13.2%
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 240.27 Yr.
Ritika Behera7 Oct 230.57 Yr.

Data below for IDFC Infrastructure Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Industrials56.53%
Basic Materials12.3%
Utility11.37%
Communication Services4.83%
Consumer Cyclical4.75%
Technology2.98%
Health Care1.97%
Financial Services1.44%
Asset Allocation
Asset ClassValue
Cash3.82%
Equity96.18%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
6%₹70 Cr195,375
↑ 31,395
Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Dec 17 | KIRLOSBROS
5%₹61 Cr466,434
↓ -37,189
Ahluwalia Contracts (India) Ltd (Industrials)
Equity, Since 30 Apr 15 | AHLUCONT
4%₹48 Cr431,238
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Oct 19 | BEL
4%₹45 Cr1,905,598
Torrent Power Ltd (Utilities)
Equity, Since 31 Mar 18 | 532779
4%₹44 Cr291,337
↓ -151,563
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 Dec 23 | ADANIPORTS
3%₹41 Cr306,816
↑ 184,444
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | ULTRACEMCO
3%₹39 Cr38,965
↓ -339
GPT Infraprojects Ltd (Industrials)
Equity, Since 30 Nov 17 | GPTINFRA
3%₹35 Cr1,619,950
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Mar 18 | 532286
3%₹34 Cr366,666
ITD Cementation India Ltd (Industrials)
Equity, Since 30 Jun 15 | 509496
3%₹30 Cr790,311

3. 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 17.4% 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 (13 Jun 24) ₹53.88 ↑ 0.14   (0.26 %)
Net Assets (Cr) ₹3,178 on 30 Apr 24
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.13
Sharpe Ratio 1.8
Information Ratio 0.69
Alpha Ratio 14.46
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 May 19₹10,000
31 May 20₹6,103
31 May 21₹11,707
31 May 22₹11,486
31 May 23₹14,014
31 May 24₹16,908

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 ₹415,684.
Net Profit of ₹115,684
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 12 Jun 24

DurationReturns
1 Month 5.1%
3 Month 7.2%
6 Month 7.4%
1 Year 23.5%
3 Year 13.8%
5 Year 12.3%
10 Year
15 Year
Since launch 17.4%
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 158.69 Yr.
Dhaval Joshi21 Nov 221.44 Yr.

Data below for Aditya Birla Sun Life Banking And Financial Services Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Financial Services95.92%
Technology2.84%
Asset Allocation
Asset ClassValue
Cash1.24%
Equity98.76%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | ICICIBANK
18%₹574 Cr4,993,129
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | HDFCBANK
16%₹522 Cr3,436,948
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
7%₹236 Cr2,027,100
↑ 327,455
State Bank of India (Financial Services)
Equity, Since 31 Oct 17 | SBIN
6%₹194 Cr2,351,492
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
6%₹176 Cr253,725
Poonawalla Fincorp Ltd (Financial Services)
Equity, Since 31 May 21 | POONAWALLA
4%₹119 Cr2,422,221
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 23 | SHRIRAMFIN
4%₹117 Cr458,066
Repco Home Finance Ltd (Financial Services)
Equity, Since 31 Dec 13 | 535322
3%₹109 Cr2,095,955
Bank of India (Financial Services)
Equity, Since 31 Dec 22 | BANKINDIA
3%₹97 Cr6,252,980
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | 540611
3%₹92 Cr1,446,861
↑ 250,000

4. 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 19.6% 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 (13 Jun 24) ₹141.817 ↑ 1.27   (0.90 %)
Net Assets (Cr) ₹2,406 on 30 Apr 24
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.29
Sharpe Ratio 3.97
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 May 19₹10,000
31 May 20₹6,827
31 May 21₹12,414
31 May 22₹13,787
31 May 23₹16,964
31 May 24₹30,217

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 12 Jun 24

DurationReturns
1 Month 10.2%
3 Month 18%
6 Month 33.9%
1 Year 79.2%
3 Year 35.1%
5 Year 26.3%
10 Year
15 Year
Since launch 19.6%
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 212.54 Yr.
Kiran Sebastian7 Feb 222.23 Yr.
Sandeep Manam18 Oct 212.54 Yr.

Data below for Franklin Build India Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Industrials40.75%
Utility11.97%
Financial Services11.1%
Energy10.23%
Basic Materials6.31%
Communication Services5.64%
Real Estate4.08%
Consumer Cyclical3.73%
Technology0.33%
Asset Allocation
Asset ClassValue
Cash5.85%
Equity94.15%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
9%₹216 Cr600,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 532555
6%₹154 Cr4,250,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | 500312
6%₹134 Cr4,750,000
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 30 Nov 21 | KIRLOSENG
5%₹114 Cr1,119,847
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | 532898
5%₹112 Cr3,725,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
5%₹112 Cr381,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL
4%₹94 Cr710,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK
4%₹92 Cr800,000
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 15 | KEI
4%₹92 Cr229,407
Sobha Ltd (Real Estate)
Equity, Since 31 Aug 17 | SOBHA
4%₹87 Cr490,000

5. 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 12.9% 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 (13 Jun 24) ₹89.4535 ↑ 0.03   (0.03 %)
Net Assets (Cr) ₹1,398 on 30 Apr 24
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.27
Sharpe Ratio 2.87
Information Ratio -0.41
Alpha Ratio 8.23
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 May 19₹10,000
31 May 20₹8,416
31 May 21₹12,306
31 May 22₹13,287
31 May 23₹15,555
31 May 24₹20,084

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 ₹458,689.
Net Profit of ₹158,689
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 12 Jun 24

DurationReturns
1 Month 7.3%
3 Month 12.1%
6 Month 14.1%
1 Year 35.9%
3 Year 18.8%
5 Year 16.5%
10 Year
15 Year
Since launch 12.9%
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 222.33 Yr.
Ashish Aggarwal1 Jan 222.33 Yr.

Data below for Sundaram Rural and Consumption Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Consumer Cyclical40.46%
Consumer Defensive35.08%
Communication Services11.74%
Basic Materials3.75%
Health Care2.89%
Financial Services2.45%
Real Estate1.94%
Technology0.87%
Asset Allocation
Asset ClassValue
Cash0.82%
Equity99.18%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL
9%₹131 Cr987,983
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC
9%₹130 Cr2,991,251
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL
7%₹102 Cr2,454,592
↓ -3,454
Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN
7%₹92 Cr255,389
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR
7%₹91 Cr408,013
↑ 6,231
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M
6%₹88 Cr407,736
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI
5%₹63 Cr49,344
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Dec 18 | MCDOWELL-N
4%₹57 Cr480,998
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 523025
4%₹52 Cr246,492
Emami Ltd (Consumer Defensive)
Equity, Since 31 May 23 | 531162
4%₹52 Cr1,066,731
↑ 450,000

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 12.5% 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 (13 Jun 24) ₹68.624 ↑ 0.29   (0.43 %)
Net Assets (Cr) ₹1,804 on 30 Apr 24
Category Equity - Sectoral
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.12
Sharpe Ratio 3.57
Information Ratio 0.72
Alpha Ratio 15.68
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 May 19₹10,000
31 May 20₹7,099
31 May 21₹12,482
31 May 22₹15,206
31 May 23₹19,551
31 May 24₹30,638

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 ₹584,107.
Net Profit of ₹284,107
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 12 Jun 24

DurationReturns
1 Month 12.9%
3 Month 24.1%
6 Month 38.7%
1 Year 62%
3 Year 35.6%
5 Year 26.7%
10 Year
15 Year
Since launch 12.5%
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 222.17 Yr.
Nalin Bhatt1 Oct 230.58 Yr.

Data below for Kotak Infrastructure & Economic Reform Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Industrials52.59%
Basic Materials12.18%
Consumer Cyclical11.62%
Utility8.38%
Communication Services5.34%
Financial Services3.06%
Energy2.28%
Real Estate2.19%
Asset Allocation
Asset ClassValue
Cash1.45%
Equity98.55%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 15 | LT
4%₹76 Cr212,096
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTL
4%₹72 Cr545,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 15 | ULTRACEMCO
4%₹70 Cr70,000
↑ 13,000
Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Aug 17 | KPIL
4%₹68 Cr552,500
Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Oct 15 | SOLARINDS
4%₹65 Cr72,000
Container Corporation of India Ltd (Industrials)
Equity, Since 30 Sep 12 | CONCOR
4%₹64 Cr620,000
Thermax Ltd (Industrials)
Equity, Since 31 Aug 11 | THERMAX
3%₹58 Cr125,000
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 24 | 532810
3%₹55 Cr1,250,000
↑ 1,250,000
Kajaria Ceramics Ltd (Industrials)
Equity, Since 31 Oct 16 | 500233
3%₹54 Cr450,000
↑ 280,000
Cummins India Ltd (Industrials)
Equity, Since 30 Sep 12 | 500480
3%₹52 Cr160,000

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 13% 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 (13 Jun 24) ₹99.9611 ↑ 0.40   (0.40 %)
Net Assets (Cr) ₹597 on 30 Apr 24
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.6
Sharpe Ratio 2.46
Information Ratio -0.87
Alpha Ratio 5.34
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 May 19₹10,000
31 May 20₹8,600
31 May 21₹17,104
31 May 22₹17,489
31 May 23₹17,440
31 May 24₹25,669

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 ₹518,033.
Net Profit of ₹218,033
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 12 Jun 24

DurationReturns
1 Month 5.5%
3 Month 9.9%
6 Month 21.1%
1 Year 47%
3 Year 14.9%
5 Year 22%
10 Year
15 Year
Since launch 13%
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 149.75 Yr.
Mohit Jain30 Nov 176.42 Yr.

Data below for SBI Magnum COMMA Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Basic Materials42.84%
Energy27.33%
Utility7.63%
Consumer Cyclical6.16%
Consumer Defensive4.21%
Financial Services3.59%
Industrials3.56%
Asset Allocation
Asset ClassValue
Cash4.66%
Equity95.34%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 07 | RELIANCE
8%₹49 Cr167,366
Hindustan Copper Ltd (Basic Materials)
Equity, Since 30 Apr 21 | HINDCOPPER
8%₹49 Cr1,263,400
Tata Steel Ltd (Basic Materials)
Equity, Since 30 Apr 11 | TATASTEEL
8%₹46 Cr2,776,000
NTPC Ltd (Utilities)
Equity, Since 31 Mar 20 | 532555
8%₹46 Cr1,253,717
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 20 | 500312
7%₹40 Cr1,400,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Jun 18 | ULTRACEMCO
6%₹34 Cr34,000
Coal India Ltd (Energy)
Equity, Since 31 Mar 22 | COALINDIA
5%₹30 Cr650,000
Oil India Ltd (Energy)
Equity, Since 29 Feb 24 | OIL
5%₹28 Cr450,000
Vedanta Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 500295
5%₹27 Cr675,000
↑ 675,000
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 20 | CCL
4%₹25 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 17% 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 (13 Jun 24) ₹303.634 ↓ -0.27   (-0.09 %)
Net Assets (Cr) ₹2,165 on 30 Apr 24
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.31
Sharpe Ratio 2.63
Information Ratio 0.44
Alpha Ratio 7.31
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 May 19₹10,000
31 May 20₹7,785
31 May 21₹13,395
31 May 22₹16,124
31 May 23₹19,270
31 May 24₹24,925

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 ₹518,033.
Net Profit of ₹218,033
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 12 Jun 24

DurationReturns
1 Month 8.3%
3 Month 15.1%
6 Month 18.2%
1 Year 36%
3 Year 25%
5 Year 21.8%
10 Year
15 Year
Since launch 17%
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
Pradeep Kesavan1 Apr 240.08 Yr.
Ashit Desai1 Apr 240.08 Yr.

Data below for SBI Consumption Opportunities Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Consumer Cyclical44.5%
Consumer Defensive31.09%
Industrials14.4%
Communication Services7.84%
Asset Allocation
Asset ClassValue
Cash2.17%
Equity97.83%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTL
6%₹122 Cr920,000
Ganesha Ecosphere Ltd (Consumer Cyclical)
Equity, Since 31 May 18 | 514167
5%₹109 Cr1,010,998
Chalet Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | CHALET
5%₹98 Cr1,137,313
↑ 631,313
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
4%₹96 Cr2,200,000
Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 532977
4%₹89 Cr99,769
EIH Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | 500840
3%₹74 Cr1,550,000
Blue Star Ltd (Industrials)
Equity, Since 30 Sep 21 | BLUESTARCO
3%₹70 Cr470,000
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Jan 23 | MCDOWELL-N
3%₹66 Cr560,000
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | JUBLFOOD
3%₹65 Cr1,411,850
Godrej Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Dec 22 | 532424
3%₹63 Cr520,000
↑ 50,000

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 17.9% 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 (13 Jun 24) ₹87.893 ↓ -0.14   (-0.16 %)
Net Assets (Cr) ₹3,351 on 30 Apr 24
Category Equity - Sectoral
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating
Risk High
Expense Ratio 1.85
Sharpe Ratio 2.44
Information Ratio 0.03
Alpha Ratio 1.01
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 May 19₹10,000
31 May 20₹8,740
31 May 21₹13,735
31 May 22₹15,272
31 May 23₹18,389
31 May 24₹24,005

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 ₹505,644.
Net Profit of ₹205,644
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 12 Jun 24

DurationReturns
1 Month 6.9%
3 Month 13.7%
6 Month 16.3%
1 Year 36.6%
3 Year 22%
5 Year 20.4%
10 Year
15 Year
Since launch 17.9%
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 167.57 Yr.
Siddhant Chhabria21 Jun 212.86 Yr.

Data below for Mirae Asset Great Consumer Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Consumer Cyclical45.09%
Consumer Defensive25.04%
Industrials11%
Communication Services7.05%
Basic Materials4.65%
Financial Services4.29%
Health Care2.15%
Asset Allocation
Asset ClassValue
Cash0.73%
Equity99.26%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
6%₹206 Cr4,729,744
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL
6%₹202 Cr1,525,000
↓ -205,000
Titan Co Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | TITAN
4%₹139 Cr387,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 15 | HINDUNILVR
4%₹128 Cr575,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | 543320
4%₹125 Cr6,450,000
↑ 3,050,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | MARUTI
4%₹124 Cr96,500
↓ -7,500
Trent Ltd (Consumer Cyclical)
Equity, Since 31 May 23 | 500251
4%₹123 Cr280,000
Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | EICHERMOT
3%₹106 Cr230,000
↓ -20,000
Ceat Ltd (Consumer Cyclical)
Equity, Since 30 Nov 16 | CEATLTD
3%₹100 Cr387,902
↓ -12,098
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | M&M
3%₹94 Cr435,000
↓ -85,000

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 19.5% 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 (13 Jun 24) ₹360.487 ↑ 3.88   (1.09 %)
Net Assets (Cr) ₹5,043 on 30 Apr 24
Category Equity - Sectoral
AMC Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 2.23
Sharpe Ratio 3.98
Information Ratio 1.65
Alpha Ratio 14.69
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 May 19₹10,000
31 May 20₹7,121
31 May 21₹12,601
31 May 22₹14,229
31 May 23₹18,511
31 May 24₹33,229

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 12 Jun 24

DurationReturns
1 Month 11.6%
3 Month 18.3%
6 Month 36.1%
1 Year 79%
3 Year 37.8%
5 Year 28.5%
10 Year
15 Year
Since launch 19.5%
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 177.33 Yr.
Kinjal Desai25 May 185.94 Yr.

Data below for Nippon India Power and Infra Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Industrials39.34%
Utility14.25%
Basic Materials8.99%
Communication Services7.89%
Energy7.3%
Technology5.13%
Real Estate4.64%
Consumer Cyclical4.07%
Health Care2.95%
Asset Allocation
Asset ClassValue
Cash5.43%
Equity94.57%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE
6%₹293 Cr1,000,000
↑ 75,000
NTPC Ltd (Utilities)
Equity, Since 31 May 09 | 532555
6%₹291 Cr8,000,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 07 | LT
6%₹288 Cr800,000
↑ 50,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 18 | BHARTIARTL
5%₹238 Cr1,800,000
↑ 300,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | ULTRACEMCO
4%₹224 Cr225,000
↑ 15,000
Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Nov 22 | KAYNES
4%₹213 Cr800,000
↑ 100,000
Bosch Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | 500530
4%₹205 Cr70,000
↓ -10,000
Honeywell Automation India Ltd (Industrials)
Equity, Since 31 Jan 24 | HONAUT
4%₹181 Cr40,000
↑ 1,000
Cyient DLM Ltd (Technology)
Equity, Since 31 Jul 23 | 543933
3%₹173 Cr2,500,000
↑ 600,000
Carborundum Universal Ltd (Industrials)
Equity, Since 30 Sep 23 | CARBORUNIV
3%₹168 Cr1,178,326
↑ 28,326

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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