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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 March 15, 2023 , 106063 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।

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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 (%)2022 (%)
Sundaram Rural and Consumption Fund Growth ₹59.1192
↑ 0.20
₹1,135-7-7.4518.87.49.3
Franklin Build India Fund Growth ₹70.3758
↑ 0.43
₹1,199-3.31.113.632.511.911.2
DSP BlackRock Natural Resources and New Energy Fund Growth ₹55.836
↓ -0.24
₹696-27.5137.59.99.8
IDFC Infrastructure Fund Growth ₹24.921
↑ 0.21
₹619-1.5-0.811.634.26.71.7
Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹37.62
↑ 0.36
₹2,420-10-6.42.519.37.511.5
Kotak Infrastructure & Economic Reform Fund Growth ₹38.026
↑ 0.26
₹6720.93.221.335.112.215.6
SBI Magnum COMMA Fund Growth ₹63.5952
↑ 0.32
₹441-6.9-9.8-11.32910.3-6.6
SBI Consumption Opportunities Fund Growth ₹200.002
↑ 0.90
₹1,190-3.8-210.128.111.513.9
Mirae Asset Great Consumer Fund Growth ₹56.266
↑ 0.07
₹2,012-5.7-5.55.523.7127.2
Nippon India Power and Infra Fund Growth ₹175.181
↑ 1.57
₹1,896-1.43.918.634.19.110.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Mar 23
*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 11.1% since its launch.  Ranked 2 in Sectoral category.  Return for 2022 was 9.3% , 2021 was 19.3% and 2020 was 13.5% .

Below is the key information for Sundaram Rural and Consumption Fund

Sundaram Rural and Consumption Fund
Growth
Launch Date 12 May 06
NAV (17 Mar 23) ₹59.1192 ↑ 0.20   (0.35 %)
Net Assets (Cr) ₹1,135 on 31 Jan 23
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.24
Sharpe Ratio 0.14
Information Ratio -0.4
Alpha Ratio -0.92
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
28 Feb 18₹10,000
28 Feb 19₹9,252
29 Feb 20₹10,114
28 Feb 21₹11,579
28 Feb 22₹13,155
28 Feb 23₹14,088

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 ₹367,070.
Net Profit of ₹67,070
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 17 Mar 23

DurationReturns
1 Month -3%
3 Month -7%
6 Month -7.4%
1 Year 5%
3 Year 18.8%
5 Year 7.4%
10 Year
15 Year
Since launch 11.1%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 -0.6%
Fund Manager information for Sundaram Rural and Consumption Fund
NameSinceTenure
Ratish Varier1 Jan 221.08 Yr.
Ashish Aggarwal1 Jan 221.08 Yr.

Data below for Sundaram Rural and Consumption Fund as on 31 Jan 23

Equity Sector Allocation
SectorValue
Consumer Cyclical39.87%
Consumer Defensive30.6%
Communication Services10.2%
Financial Services4.26%
Health Care2.29%
Real Estate2.01%
Industrials1.48%
Basic Materials1.41%
Asset Allocation
Asset ClassValue
Cash7.88%
Equity92.12%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR
9%₹103 Cr398,056
↓ -55,252
Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN
6%₹70 Cr293,714
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL
6%₹64 Cr834,415
↑ 99,936
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC
6%₹64 Cr1,820,266
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI
6%₹63 Cr70,800
↓ -750
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Dec 18 | MCDOWELL-N
4%₹42 Cr552,858
↑ 16,115
Crompton Greaves Consumer Electricals Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | CROMPTON
4%₹42 Cr1,281,554
↓ -43,899
State Bank of India (Financial Services)
Equity, Since 31 Oct 22 | SBIN
3%₹35 Cr632,666
↑ 188,387
Page Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 532827
3%₹35 Cr8,638
↓ -500
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M
3%₹33 Cr239,842

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 15.5% since its launch.  Ranked 4 in Sectoral category.  Return for 2022 was 11.2% , 2021 was 45.9% and 2020 was 5.4% .

Below is the key information for Franklin Build India Fund

Franklin Build India Fund
Growth
Launch Date 4 Sep 09
NAV (17 Mar 23) ₹70.3758 ↑ 0.43   (0.61 %)
Net Assets (Cr) ₹1,199 on 31 Jan 23
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.31
Sharpe Ratio 0.19
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
28 Feb 18₹10,000
28 Feb 19₹9,285
29 Feb 20₹9,243
28 Feb 21₹12,291
28 Feb 22₹14,870
28 Feb 23₹16,961

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 ₹405,518.
Net Profit of ₹105,518
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 17 Mar 23

DurationReturns
1 Month -1.2%
3 Month -3.3%
6 Month 1.1%
1 Year 13.6%
3 Year 32.5%
5 Year 11.9%
10 Year
15 Year
Since launch 15.5%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 6.1%
Fund Manager information for Franklin Build India Fund
NameSinceTenure
Ajay Argal18 Oct 211.29 Yr.
Kiran Sebastian7 Feb 220.98 Yr.
Sandeep Manam18 Oct 211.29 Yr.

Data below for Franklin Build India Fund as on 31 Jan 23

Equity Sector Allocation
SectorValue
Industrials39.72%
Financial Services15.68%
Utility12.01%
Consumer Cyclical7.07%
Energy6.46%
Basic Materials5.81%
Communication Services4.82%
Real Estate3.24%
Asset Allocation
Asset ClassValue
Cash5.19%
Equity94.81%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
10%₹117 Cr550,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK
6%₹77 Cr925,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 532555
5%₹62 Cr3,600,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL
5%₹58 Cr750,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
5%₹57 Cr243,000
↑ 13,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | 532898
5%₹57 Cr2,625,000
↑ 525,000
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 15 | KEI
5%₹55 Cr340,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
4%₹44 Cr500,000
↓ -65,000
InterGlobe Aviation Ltd (Industrials)
Equity, Since 29 Feb 20 | INDIGO
3%₹39 Cr185,000
State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN
3%₹39 Cr700,000
↓ -110,000

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 12.2% since its launch.  Ranked 2 in Sectoral category.  Return for 2022 was 9.8% , 2021 was 42.8% and 2020 was 11.5% .

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 (16 Mar 23) ₹55.836 ↓ -0.24   (-0.43 %)
Net Assets (Cr) ₹696 on 31 Jan 23
Category Equity - Sectoral
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 2.15
Sharpe Ratio 0.29
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
28 Feb 18₹10,000
28 Feb 19₹8,291
29 Feb 20₹7,328
28 Feb 21₹11,460
28 Feb 22₹14,832
28 Feb 23₹15,282

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 ₹385,859.
Net Profit of ₹85,859
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 17 Mar 23

DurationReturns
1 Month -3.3%
3 Month -2%
6 Month 7.5%
1 Year 1%
3 Year 37.5%
5 Year 9.9%
10 Year
15 Year
Since launch 12.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 -5.7%
Fund Manager information for DSP BlackRock Natural Resources and New Energy Fund
NameSinceTenure
Rohit Singhania1 Jul 1210.59 Yr.
Jay Kothari1 Mar 139.93 Yr.

Data below for DSP BlackRock Natural Resources and New Energy Fund as on 31 Jan 23

Equity Sector Allocation
SectorValue
Basic Materials42.58%
Energy30.19%
Utility14.52%
Technology5.14%
Industrials3.76%
Consumer Defensive0.41%
Asset Allocation
Asset ClassValue
Cash2.27%
Equity97.73%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
BGF Sustainable Energy I2
Investment Fund | -
16%₹110 Cr727,817
Hindalco Industries Ltd (Basic Materials)
Equity, Since 31 Oct 15 | HINDALCO
9%₹64 Cr1,358,361
↓ -29,155
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Mar 20 | 532286
9%₹63 Cr1,082,546
↓ -143,044
Tata Steel Ltd (Basic Materials)
Equity, Since 31 Aug 16 | TATASTEEL
9%₹63 Cr5,250,367
↓ -417,901
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 08 | RELIANCE
6%₹45 Cr190,874
BGF World Energy I2
Investment Fund | -
6%₹42 Cr188,968
↑ 27,154
Hindustan Zinc Ltd (Basic Materials)
Equity, Since 31 Mar 09 | 500188
6%₹40 Cr1,199,395
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 08 | 500547
5%₹36 Cr1,056,614
Coal India Ltd (Energy)
Equity, Since 31 Mar 22 | COALINDIA
5%₹33 Cr1,476,012
NMDC Ltd (Basic Materials)
Equity, Since 30 Sep 18 | 526371
4%₹30 Cr2,416,251

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 7.9% since its launch.  Ranked 1 in Sectoral category.  Return for 2022 was 1.7% , 2021 was 64.8% and 2020 was 6.3% .

Below is the key information for IDFC Infrastructure Fund

IDFC Infrastructure Fund
Growth
Launch Date 8 Mar 11
NAV (17 Mar 23) ₹24.921 ↑ 0.21   (0.85 %)
Net Assets (Cr) ₹619 on 31 Jan 23
Category Equity - Sectoral
AMC IDFC Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.47
Sharpe Ratio -0.14
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
28 Feb 18₹10,000
28 Feb 19₹7,213
29 Feb 20₹6,922
28 Feb 21₹9,707
28 Feb 22₹12,168
28 Feb 23₹13,148

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 ₹357,992.
Net Profit of ₹57,992
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 17 Mar 23

DurationReturns
1 Month -0.5%
3 Month -1.5%
6 Month -0.8%
1 Year 11.6%
3 Year 34.2%
5 Year 6.7%
10 Year
15 Year
Since launch 7.9%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 -10.8%
Fund Manager information for IDFC Infrastructure Fund
NameSinceTenure
Sachin Relekar8 Dec 202.15 Yr.

Data below for IDFC Infrastructure Fund as on 31 Jan 23

Equity Sector Allocation
SectorValue
Industrials58.58%
Basic Materials24.42%
Utility8.33%
Communication Services5.28%
Real Estate1.12%
Energy0.96%
Asset Allocation
Asset ClassValue
Cash1.32%
Equity98.68%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
10%₹64 Cr300,428
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | ULTRACEMCO
8%₹51 Cr72,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL
5%₹31 Cr408,700
Transport Corp of India Ltd (Industrials)
Equity, Since 31 Mar 18 | TCI
5%₹31 Cr498,262
↓ -86,960
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Mar 18 | 532286
5%₹28 Cr482,100
ABB India Ltd (Industrials)
Equity, Since 31 Jul 21 | ABB
4%₹27 Cr93,811
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 17 | JKCEMENT
4%₹26 Cr96,880
PNC Infratech Ltd (Industrials)
Equity, Since 31 Oct 15 | PNCINFRA
4%₹25 Cr772,464
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Oct 19 | BEL
4%₹25 Cr2,664,600
Thermax Ltd (Industrials)
Equity, Since 30 Sep 19 | THERMAX
4%₹24 Cr124,395

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 15.4% since its launch.  Ranked 3 in Sectoral category.  Return for 2022 was 11.5% , 2021 was 16.8% and 2020 was 1.1% .

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 (17 Mar 23) ₹37.62 ↑ 0.36   (0.97 %)
Net Assets (Cr) ₹2,420 on 31 Jan 23
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.21
Sharpe Ratio -0.11
Information Ratio -0.02
Alpha Ratio -1.11
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
28 Feb 18₹10,000
28 Feb 19₹9,723
29 Feb 20₹10,854
28 Feb 21₹12,737
28 Feb 22₹13,587
28 Feb 23₹14,466

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 ₹367,070.
Net Profit of ₹67,070
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 17 Mar 23

DurationReturns
1 Month -5.4%
3 Month -10%
6 Month -6.4%
1 Year 2.5%
3 Year 19.3%
5 Year 7.5%
10 Year
15 Year
Since launch 15.4%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013
Fund Manager information for Aditya Birla Sun Life Banking And Financial Services Fund
NameSinceTenure
Dhaval Gala26 Aug 157.44 Yr.
Vinod Bhat26 May 220.69 Yr.

Data below for Aditya Birla Sun Life Banking And Financial Services Fund as on 31 Jan 23

Equity Sector Allocation
SectorValue
Financial Services93.94%
Technology0.87%
Asset Allocation
Asset ClassValue
Cash3.34%
Equity96.66%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | ICICIBANK
14%₹351 Cr4,215,975
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | HDFCBANK
12%₹292 Cr1,822,403
↓ -150,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
8%₹198 Cr2,272,499
State Bank of India (Financial Services)
Equity, Since 31 Oct 17 | SBIN
7%₹174 Cr3,151,492
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
5%₹123 Cr209,611
Bank of Baroda (Financial Services)
Equity, Since 31 Mar 21 | 532134
4%₹103 Cr6,147,307
Poonawalla Fincorp Ltd (Financial Services)
Equity, Since 31 May 21 | POONAWALLA
4%₹89 Cr3,000,000
Housing Development Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 19 | HDFC
4%₹85 Cr323,254
Bandhan Bank Ltd (Financial Services)
Equity, Since 31 Jan 22 | BANDHANBNK
3%₹73 Cr2,995,709
SBI Life Insurance Company Limited (Financial Services)
Equity, Since 31 Mar 21 | SBILIFE
3%₹69 Cr568,179

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 9.3% since its launch.  Ranked 6 in Sectoral category.  Return for 2022 was 15.6% , 2021 was 57.3% and 2020 was 3.4% .

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

Kotak Infrastructure & Economic Reform Fund
Growth
Launch Date 25 Feb 08
NAV (17 Mar 23) ₹38.026 ↑ 0.26   (0.68 %)
Net Assets (Cr) ₹672 on 31 Jan 23
Category Equity - Sectoral
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.24
Sharpe Ratio 0.6
Information Ratio 0.29
Alpha Ratio 10.79
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
28 Feb 18₹10,000
28 Feb 19₹8,327
29 Feb 20₹8,711
28 Feb 21₹11,265
28 Feb 22₹14,032
28 Feb 23₹17,220

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 ₹415,684.
Net Profit of ₹115,684
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 17 Mar 23

DurationReturns
1 Month -0.9%
3 Month 0.9%
6 Month 3.2%
1 Year 21.3%
3 Year 35.1%
5 Year 12.2%
10 Year
15 Year
Since launch 9.3%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 -6.7%
Fund Manager information for Kotak Infrastructure & Economic Reform Fund
NameSinceTenure
Harish Krishnan31 Jan 158.01 Yr.
Arjun Khanna1 Mar 220.92 Yr.

Data below for Kotak Infrastructure & Economic Reform Fund as on 31 Jan 23

Equity Sector Allocation
SectorValue
Industrials47.97%
Basic Materials16.45%
Consumer Cyclical11.78%
Utility8.77%
Energy4.96%
Communication Services4.88%
Real Estate2.33%
Asset Allocation
Asset ClassValue
Cash1.76%
Equity98.24%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 15 | LT
5%₹36 Cr170,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 15 | ULTRACEMCO
5%₹34 Cr47,500
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTL
5%₹32 Cr412,500
↑ 12,500
AIA Engineering Ltd (Industrials)
Equity, Since 31 Jul 09 | AIAENG
4%₹30 Cr110,000
Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Oct 15 | SOLARINDS
4%₹28 Cr71,092
↓ -908
Container Corporation of India Ltd (Industrials)
Equity, Since 30 Sep 12 | CONCOR
4%₹27 Cr425,000
↑ 25,000
Kalpataru Power Transmission Ltd (Industrials)
Equity, Since 31 Aug 17 | KALPATPOWR
4%₹26 Cr505,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 18 | RELIANCE
4%₹26 Cr110,000
Indraprastha Gas Ltd (Utilities)
Equity, Since 30 Nov 17 | IGL
4%₹24 Cr575,000
Thermax Ltd (Industrials)
Equity, Since 31 Aug 11 | THERMAX
4%₹24 Cr125,000

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 11.1% since its launch.  Ranked 9 in Sectoral category.  Return for 2022 was -6.6% , 2021 was 52% and 2020 was 23.9% .

Below is the key information for SBI Magnum COMMA Fund

SBI Magnum COMMA Fund
Growth
Launch Date 8 Aug 05
NAV (17 Mar 23) ₹63.5952 ↑ 0.32   (0.51 %)
Net Assets (Cr) ₹441 on 31 Jan 23
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.63
Sharpe Ratio -0.7
Information Ratio -0.2
Alpha Ratio -11.62
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
28 Feb 18₹10,000
28 Feb 19₹8,045
29 Feb 20₹8,703
28 Feb 21₹12,819
28 Feb 22₹17,151
28 Feb 23₹15,416

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 ₹395,578.
Net Profit of ₹95,578
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 17 Mar 23

DurationReturns
1 Month -2.9%
3 Month -6.9%
6 Month -9.8%
1 Year -11.3%
3 Year 29%
5 Year 10.3%
10 Year
15 Year
Since launch 11.1%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 -13.1%
Fund Manager information for SBI Magnum COMMA Fund
NameSinceTenure
Richard D'souza1 Aug 148.51 Yr.
Mohit Jain30 Nov 175.18 Yr.

Data below for SBI Magnum COMMA Fund as on 31 Jan 23

Equity Sector Allocation
SectorValue
Basic Materials63.79%
Energy10.65%
Industrials7%
Utility5.26%
Consumer Defensive5.24%
Consumer Cyclical4.99%
Asset Allocation
Asset ClassValue
Cash3.07%
Equity96.93%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Hindalco Industries Ltd (Basic Materials)
Equity, Since 31 Dec 15 | HINDALCO
8%₹35 Cr740,000
Tata Steel Ltd (Basic Materials)
Equity, Since 30 Apr 11 | TATASTEEL
8%₹33 Cr2,776,000
↑ 1,200,000
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 07 | RELIANCE
6%₹25 Cr107,366
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Jun 18 | ULTRACEMCO
5%₹24 Cr34,000
NTPC Ltd (Utilities)
Equity, Since 31 Mar 20 | 532555
5%₹23 Cr1,353,717
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 20 | CCL
5%₹23 Cr425,000
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | KPRMILL
5%₹22 Cr415,992
Paradeep Phosphates Ltd (Basic Materials)
Equity, Since 31 May 22 | 543530
5%₹21 Cr3,286,843
Archean Chemical Industries Ltd (Basic Materials)
Equity, Since 30 Nov 22 | ACI
4%₹19 Cr294,840
Neogen Chemicals Ltd (Basic Materials)
Equity, Since 30 Apr 19 | NEOGEN
4%₹18 Cr147,080
↓ -28

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 14.5% since its launch.  Ranked 11 in Sectoral category.  Return for 2022 was 13.9% , 2021 was 35.6% and 2020 was 13.9% .

Below is the key information for SBI Consumption Opportunities Fund

SBI Consumption Opportunities Fund
Growth
Launch Date 2 Jan 13
NAV (17 Mar 23) ₹200.002 ↑ 0.90   (0.45 %)
Net Assets (Cr) ₹1,190 on 31 Jan 23
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.48
Sharpe Ratio 0.51
Information Ratio 0.36
Alpha Ratio 4.81
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
28 Feb 18₹10,000
28 Feb 19₹9,463
29 Feb 20₹9,868
28 Feb 21₹11,927
28 Feb 22₹14,983
28 Feb 23₹17,085

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 ₹405,518.
Net Profit of ₹105,518
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 17 Mar 23

DurationReturns
1 Month -2.5%
3 Month -3.8%
6 Month -2%
1 Year 10.1%
3 Year 28.1%
5 Year 11.5%
10 Year
15 Year
Since launch 14.5%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013
Fund Manager information for SBI Consumption Opportunities Fund
NameSinceTenure
Saurabh Pant1 Jun 1111.68 Yr.
Mohit Jain30 Nov 175.18 Yr.

Data below for SBI Consumption Opportunities Fund as on 31 Jan 23

Equity Sector Allocation
SectorValue
Consumer Defensive38.72%
Consumer Cyclical37.61%
Communication Services9.8%
Industrials7.49%
Basic Materials1.75%
Technology1.04%
Health Care0.15%
Utility0.03%
Financial Services0.02%
Energy0.01%
Real Estate0.01%
Asset Allocation
Asset ClassValue
Cash3.38%
Equity96.62%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
9%₹107 Cr3,047,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 22 | HINDUNILVR
7%₹86 Cr335,000
Procter & Gamble Hygiene and Health Care Ltd (Consumer Defensive)
Equity, Since 30 Apr 21 | PGHH
5%₹54 Cr38,000
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | HEROMOTOCO
4%₹46 Cr165,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTL
4%₹43 Cr560,000
↓ -740,000
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Jan 23 | MCDOWELL-N
4%₹43 Cr560,000
↑ 560,000
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Oct 22 | INDIGO
4%₹42 Cr200,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 20 | MARUTI
4%₹42 Cr47,000
Go Fashion (India) Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | 543401
3%₹42 Cr400,000
Page Industries Ltd (Consumer Cyclical)
Equity, Since 31 Jan 20 | 532827
3%₹41 Cr10,348

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 15.5% since its launch.  Ranked 7 in Sectoral category.  Return for 2022 was 7.2% , 2021 was 33% and 2020 was 11.2% .

Below is the key information for Mirae Asset Great Consumer Fund

Mirae Asset Great Consumer Fund
Growth
Launch Date 29 Mar 11
NAV (17 Mar 23) ₹56.266 ↑ 0.07   (0.13 %)
Net Assets (Cr) ₹2,012 on 31 Jan 23
Category Equity - Sectoral
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating
Risk High
Expense Ratio 1.92
Sharpe Ratio 0.13
Information Ratio 0.01
Alpha Ratio -0.94
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
28 Feb 18₹10,000
28 Feb 19₹10,089
29 Feb 20₹11,201
28 Feb 21₹13,448
28 Feb 22₹15,986
28 Feb 23₹17,331

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 ₹415,684.
Net Profit of ₹115,684
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 17 Mar 23

DurationReturns
1 Month -2.3%
3 Month -5.7%
6 Month -5.5%
1 Year 5.5%
3 Year 23.7%
5 Year 12%
10 Year
15 Year
Since launch 15.5%
Historical performance (Yearly) on absolute basis
YearReturns
2022 7.2%
2021 33%
2020 11.2%
2019 8.6%
2018 1.9%
2017 51%
2016 2%
2015 3.8%
2014 42.7%
2013 9.9%
Fund Manager information for Mirae Asset Great Consumer Fund
NameSinceTenure
Ankit Jain5 Oct 166.33 Yr.
Siddhant Chhabria30 Sep 211.34 Yr.

Data below for Mirae Asset Great Consumer Fund as on 31 Jan 23

Equity Sector Allocation
SectorValue
Consumer Cyclical34.12%
Consumer Defensive33.43%
Financial Services11.45%
Basic Materials6.07%
Industrials5.43%
Communication Services4.71%
Health Care3.95%
Asset Allocation
Asset ClassValue
Cash0.81%
Equity99.18%
Other0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
8%₹162 Cr4,600,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 15 | HINDUNILVR
6%₹115 Cr445,000
↑ 25,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | MARUTI
6%₹111 Cr125,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL
5%₹95 Cr1,230,000
Titan Co Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | TITAN
4%₹86 Cr360,000
Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 19 | 500825
4%₹84 Cr195,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | 532215
4%₹81 Cr930,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 14 | HDFCBANK
4%₹80 Cr500,000
United Spirits Ltd (Consumer Defensive)
Equity, Since 30 Nov 20 | MCDOWELL-N
4%₹80 Cr1,040,000
↑ 310,000
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 May 18 | 532343
4%₹78 Cr750,000

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 16.4% since its launch.  Ranked 13 in Sectoral category.  Return for 2022 was 10.9% , 2021 was 48.9% and 2020 was 10.8% .

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 (17 Mar 23) ₹175.181 ↑ 1.57   (0.90 %)
Net Assets (Cr) ₹1,896 on 31 Jan 23
Category Equity - Sectoral
AMC Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 2.2
Sharpe Ratio 0.33
Information Ratio 0.34
Alpha Ratio 8.7
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
28 Feb 18₹10,000
28 Feb 19₹7,550
29 Feb 20₹7,488
28 Feb 21₹10,168
28 Feb 22₹12,170
28 Feb 23₹14,369

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 ₹385,859.
Net Profit of ₹85,859
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 17 Mar 23

DurationReturns
1 Month 0.2%
3 Month -1.4%
6 Month 3.9%
1 Year 18.6%
3 Year 34.1%
5 Year 9.1%
10 Year
15 Year
Since launch 16.4%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2013 -14.6%
Fund Manager information for Nippon India Power and Infra Fund
NameSinceTenure
Sanjay Doshi2 Jan 176.08 Yr.
Kinjal Desai25 May 184.69 Yr.
Akshay Sharma1 Dec 220.17 Yr.

Data below for Nippon India Power and Infra Fund as on 31 Jan 23

Equity Sector Allocation
SectorValue
Industrials44.33%
Utility13.86%
Basic Materials11.89%
Energy6.21%
Real Estate5.97%
Communication Services5.48%
Consumer Cyclical4.55%
Technology3.17%
Health Care1.91%
Asset Allocation
Asset ClassValue
Cash2.64%
Equity97.36%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 07 | LT
10%₹189 Cr887,500
↓ -25,000
RITES Ltd Ordinary Shares (Industrials)
Equity, Since 28 Feb 21 | RITES
8%₹143 Cr3,956,081
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE
6%₹118 Cr500,000
↑ 50,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 18 | BHARTIARTL
5%₹104 Cr1,350,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | ULTRACEMCO
5%₹103 Cr145,000
NTPC Ltd (Utilities)
Equity, Since 31 May 09 | 532555
5%₹94 Cr5,500,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Oct 21 | 532898
4%₹74 Cr3,400,000
Siemens Ltd (Industrials)
Equity, Since 31 May 21 | 500550
3%₹66 Cr225,000
Bosch Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | 500530
3%₹64 Cr37,500
↑ 2,500
Sterling and Wilson Renewable Energy Ltd (Technology)
Equity, Since 31 Oct 21 | SWSOLAR
3%₹60 Cr2,100,000
↑ 250,033

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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