+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 ₹98.0027
↑ 0.11 ₹1,628 -2.6 1.6 1.2 16.7 16 20.1 Franklin Build India Fund Growth ₹143.131
↑ 0.32 ₹3,068 0.1 2.7 3.1 27.3 27.5 27.8 DSP Natural Resources and New Energy Fund Growth ₹97.353
↑ 0.97 ₹1,467 5.3 11 13.7 20.2 22.6 13.9 Bandhan Infrastructure Fund Growth ₹48.31
↑ 0.06 ₹1,566 -4 -3.4 -6.2 26.7 27.4 39.3 Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹64.42
↑ 0.20 ₹3,708 5.8 6.1 17 17.5 16.1 8.7 Kotak Infrastructure & Economic Reform Fund Growth ₹65.369
↑ 0.02 ₹2,376 -0.8 1.2 -3.4 21.8 26.6 32.4 SBI Magnum COMMA Fund Growth ₹107.647
↑ 0.58 ₹830 0.8 6 8.3 19 18.5 10.5 SBI Consumption Opportunities Fund Growth ₹307.172
↓ -1.34 ₹3,219 -2.5 0.6 -4.8 15.3 18.9 22.8 Mirae Asset Great Consumer Fund Growth ₹94.96
↓ -0.08 ₹4,787 -2.6 4.5 4.9 17.9 18.5 17.2 Nippon India Power and Infra Fund Growth ₹345.916
↑ 0.65 ₹7,301 -2.1 0.7 -1 27.2 27.6 26.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 23 Dec 25 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 Lower mid AUM (₹1,628 Cr). Upper mid AUM (₹3,068 Cr). Bottom quartile AUM (₹1,467 Cr). Bottom quartile AUM (₹1,566 Cr). Upper mid AUM (₹3,708 Cr). Lower mid AUM (₹2,376 Cr). Bottom quartile AUM (₹830 Cr). Upper mid AUM (₹3,219 Cr). Top quartile AUM (₹4,787 Cr). Highest AUM (₹7,301 Cr). Point 2 Established history (19+ yrs). Established history (16+ yrs). Established history (17+ yrs). Established history (14+ yrs). Established history (12+ yrs). Established history (17+ yrs). Established history (20+ yrs). Established history (12+ 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: 15.96% (bottom quartile). 5Y return: 27.49% (top quartile). 5Y return: 22.63% (upper mid). 5Y return: 27.39% (upper mid). 5Y return: 16.06% (bottom quartile). 5Y return: 26.61% (upper mid). 5Y return: 18.49% (lower mid). 5Y return: 18.92% (lower mid). 5Y return: 18.45% (bottom quartile). 5Y return: 27.57% (top quartile). Point 6 3Y return: 16.70% (bottom quartile). 3Y return: 27.27% (top quartile). 3Y return: 20.25% (upper mid). 3Y return: 26.67% (upper mid). 3Y return: 17.49% (bottom quartile). 3Y return: 21.77% (upper mid). 3Y return: 19.05% (lower mid). 3Y return: 15.35% (bottom quartile). 3Y return: 17.95% (lower mid). 3Y return: 27.23% (top quartile). Point 7 1Y return: 1.21% (lower mid). 1Y return: 3.08% (upper mid). 1Y return: 13.72% (top quartile). 1Y return: -6.23% (bottom quartile). 1Y return: 16.96% (top quartile). 1Y return: -3.43% (bottom quartile). 1Y return: 8.34% (upper mid). 1Y return: -4.79% (bottom quartile). 1Y return: 4.87% (upper mid). 1Y return: -0.99% (lower mid). Point 8 Alpha: -7.12 (lower mid). Alpha: 0.00 (top quartile). Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: -2.82 (upper mid). Alpha: -13.49 (bottom quartile). Alpha: -3.46 (upper mid). Alpha: -15.60 (bottom quartile). Alpha: -6.01 (lower mid). Alpha: -12.90 (bottom quartile). Point 9 Sharpe: -0.22 (lower mid). Sharpe: -0.16 (upper mid). Sharpe: 0.10 (top quartile). Sharpe: -0.40 (bottom quartile). Sharpe: 0.63 (top quartile). Sharpe: -0.24 (lower mid). Sharpe: 0.00 (upper mid). Sharpe: -0.74 (bottom quartile). Sharpe: -0.10 (upper mid). Sharpe: -0.26 (bottom quartile). Point 10 Information ratio: -0.32 (bottom quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (upper mid). Information ratio: 0.29 (top quartile). Information ratio: -0.15 (lower mid). Information ratio: -0.09 (lower mid). Information ratio: -0.63 (bottom quartile). Information ratio: -0.27 (bottom quartile). Information ratio: 0.42 (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 (23 Dec 25) ₹98.0027 ↑ 0.11 (0.11 %) Net Assets (Cr) ₹1,628 on 30 Nov 25 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.18 Sharpe Ratio -0.22 Information Ratio -0.32 Alpha Ratio -7.12 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 30 Nov 20 ₹10,000 30 Nov 21 ₹12,525 30 Nov 22 ₹14,242 30 Nov 23 ₹17,306 30 Nov 24 ₹21,602 30 Nov 25 ₹22,103 Returns for Sundaram Rural and Consumption Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Dec 25 Duration Returns 1 Month -2.5% 3 Month -2.6% 6 Month 1.6% 1 Year 1.2% 3 Year 16.7% 5 Year 16% 10 Year 15 Year Since launch 12.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 20.1% 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% Fund Manager information for Sundaram Rural and Consumption Fund
Name Since Tenure Ratish Varier 1 Jan 22 3.92 Yr. Data below for Sundaram Rural and Consumption Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Consumer Cyclical 45.89% Consumer Defensive 30.63% Communication Services 12.24% Health Care 3.56% Financial Services 3.06% Real Estate 1.85% Basic Materials 1.7% Asset Allocation
Asset Class Value Cash 1.06% Equity 98.94% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL10% ₹170 Cr 810,559 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M10% ₹159 Cr 423,056 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC8% ₹125 Cr 3,085,016 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR7% ₹110 Cr 446,824 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | 5433205% ₹87 Cr 2,892,836 Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN5% ₹83 Cr 212,692 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI4% ₹64 Cr 40,244 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Jul 22 | APOLLOHOSP4% ₹58 Cr 79,027 Nestle India Ltd (Consumer Defensive)
Equity, Since 30 Jun 16 | NESTLEIND3% ₹56 Cr 443,054 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 5230253% ₹55 Cr 225,560 2. Franklin Build India Fund
Franklin Build India Fund
Growth Launch Date 4 Sep 09 NAV (23 Dec 25) ₹143.131 ↑ 0.32 (0.23 %) Net Assets (Cr) ₹3,068 on 30 Nov 25 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 2.01 Sharpe Ratio -0.16 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Nov 20 ₹10,000 30 Nov 21 ₹15,956 30 Nov 22 ₹18,300 30 Nov 23 ₹24,926 30 Nov 24 ₹35,517 30 Nov 25 ₹36,139 Returns for Franklin Build India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Dec 25 Duration Returns 1 Month -1.3% 3 Month 0.1% 6 Month 2.7% 1 Year 3.1% 3 Year 27.3% 5 Year 27.5% 10 Year 15 Year Since launch 17.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 27.8% 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% Fund Manager information for Franklin Build India Fund
Name Since Tenure Ajay Argal 18 Oct 21 4.12 Yr. Kiran Sebastian 7 Feb 22 3.82 Yr. Sandeep Manam 18 Oct 21 4.12 Yr. Data below for Franklin Build India Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Industrials 34.75% Financial Services 14.64% Utility 14.11% Energy 13.36% Communication Services 8.08% Basic Materials 4.77% Real Estate 3.03% Consumer Cyclical 1.76% Technology 1.66% Asset Allocation
Asset Class Value Cash 3.86% Equity 96.14% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT9% ₹271 Cr 665,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE6% ₹188 Cr 1,200,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 29 Feb 20 | INDIGO6% ₹186 Cr 315,000 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | 5003125% ₹166 Cr 6,825,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 25 | HDFCBANK5% ₹151 Cr 1,500,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL5% ₹149 Cr 710,000 NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | NTPC5% ₹142 Cr 4,350,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | AXISBANK4% ₹128 Cr 1,000,000 GAIL (India) Ltd (Utilities)
Equity, Since 31 Jan 25 | GAIL3% ₹99 Cr 5,600,000 State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN3% ₹98 Cr 1,000,000 3. DSP Natural Resources and New Energy Fund
DSP Natural Resources and New Energy Fund
Growth Launch Date 25 Apr 08 NAV (22 Dec 25) ₹97.353 ↑ 0.97 (1.01 %) Net Assets (Cr) ₹1,467 on 30 Nov 25 Category Equity - Sectoral AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆☆ Risk High Expense Ratio 1.99 Sharpe Ratio 0.1 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 30 Nov 20 ₹10,000 30 Nov 21 ₹14,996 30 Nov 22 ₹16,716 30 Nov 23 ₹20,091 30 Nov 24 ₹26,294 30 Nov 25 ₹28,032 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 23 Dec 25 Duration Returns 1 Month 2.5% 3 Month 5.3% 6 Month 11% 1 Year 13.7% 3 Year 20.2% 5 Year 22.6% 10 Year 15 Year Since launch 13.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 13.9% 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% Fund Manager information for DSP Natural Resources and New Energy Fund
Name Since Tenure Rohit Singhania 1 Jul 12 13.43 Yr. Data below for DSP Natural Resources and New Energy Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Energy 42.53% Basic Materials 39.64% Utility 9.3% Industrials 2.36% Technology 1.78% Consumer Cyclical 0.06% Asset Allocation
Asset Class Value Cash 4.32% Equity 95.68% Debt 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 20 | 5003129% ₹133 Cr 5,470,562
↑ 143,662 Jindal Steel Ltd (Basic Materials)
Equity, Since 31 Mar 20 | JINDALSTEL9% ₹130 Cr 1,244,187 Tata Steel Ltd (Basic Materials)
Equity, Since 31 Aug 16 | TATASTEEL9% ₹125 Cr 7,456,242 BGF Sustainable Energy I2
Investment Fund | -6% ₹94 Cr 443,474 BGF World Energy I2
Investment Fund | -6% ₹94 Cr 334,870 Hindalco Industries Ltd (Basic Materials)
Equity, Since 31 Oct 15 | HINDALCO5% ₹77 Cr 952,790 Hindustan Zinc Ltd (Basic Materials)
Equity, Since 31 Mar 09 | HINDZINC5% ₹74 Cr 1,516,403 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 08 | BPCL5% ₹72 Cr 1,998,861
↓ -204,000 National Aluminium Co Ltd (Basic Materials)
Equity, Since 28 Feb 22 | NATIONALUM4% ₹63 Cr 2,439,055 Petronet LNG Ltd (Energy)
Equity, Since 31 Jan 18 | PETRONET4% ₹62 Cr 2,278,481
↑ 828,529 4. Bandhan Infrastructure Fund
Bandhan Infrastructure Fund
Growth Launch Date 8 Mar 11 NAV (23 Dec 25) ₹48.31 ↑ 0.06 (0.12 %) Net Assets (Cr) ₹1,566 on 30 Nov 25 Category Equity - Sectoral AMC IDFC Asset Management Company Limited Rating ☆☆☆☆☆ Risk High Expense Ratio 2.1 Sharpe Ratio -0.4 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 30 Nov 20 ₹10,000 30 Nov 21 ₹17,586 30 Nov 22 ₹18,616 30 Nov 23 ₹25,550 30 Nov 24 ₹38,310 30 Nov 25 ₹35,897 Returns for Bandhan Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Dec 25 Duration Returns 1 Month -1.5% 3 Month -4% 6 Month -3.4% 1 Year -6.2% 3 Year 26.7% 5 Year 27.4% 10 Year 15 Year Since launch 11.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 39.3% 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% Fund Manager information for Bandhan Infrastructure Fund
Name Since Tenure Vishal Biraia 24 Jan 24 1.85 Yr. Ritika Behera 7 Oct 23 2.15 Yr. Gaurav Satra 7 Jun 24 1.48 Yr. Data below for Bandhan Infrastructure Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Industrials 53.33% Utility 12.43% Basic Materials 7.51% Communication Services 4.68% Energy 4.48% Technology 4.12% Financial Services 2.76% Health Care 2.6% Real Estate 1.38% Consumer Cyclical 0.97% Asset Allocation
Asset Class Value Cash 5.75% Equity 94.25% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT5% ₹83 Cr 204,050 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL5% ₹73 Cr 348,551 Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Dec 17 | KIRLOSBROS5% ₹72 Cr 426,772 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 24 | RELIANCE4% ₹70 Cr 447,851 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Oct 19 | BEL4% ₹58 Cr 1,416,343 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | ULTRACEMCO4% ₹57 Cr 49,239 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Aug 24 | INDIGO3% ₹53 Cr 89,351
↑ 6,363 GPT Infraprojects Ltd (Industrials)
Equity, Since 30 Nov 17 | GPTINFRA3% ₹51 Cr 4,733,244 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 Dec 23 | ADANIPORTS3% ₹46 Cr 303,494 Ahluwalia Contracts (India) Ltd (Industrials)
Equity, Since 30 Apr 15 | AHLUCONT3% ₹46 Cr 457,644 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 (23 Dec 25) ₹64.42 ↑ 0.20 (0.31 %) Net Assets (Cr) ₹3,708 on 30 Nov 25 Category Equity - Sectoral AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 1.99 Sharpe Ratio 0.63 Information Ratio 0.29 Alpha Ratio -2.82 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 30 Nov 20 ₹10,000 30 Nov 21 ₹12,650 30 Nov 22 ₹13,995 30 Nov 23 ₹16,045 30 Nov 24 ₹18,893 30 Nov 25 ₹21,671 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 23 Dec 25 Duration Returns 1 Month 0.8% 3 Month 5.8% 6 Month 6.1% 1 Year 17% 3 Year 17.5% 5 Year 16.1% 10 Year 15 Year Since launch 16.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 8.7% 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% Fund Manager information for Aditya Birla Sun Life Banking And Financial Services Fund
Name Since Tenure Dhaval Gala 26 Aug 15 10.27 Yr. Data below for Aditya Birla Sun Life Banking And Financial Services Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Financial Services 97.86% Technology 1.09% Asset Allocation
Asset Class Value Cash 1.05% Equity 98.95% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | ICICIBANK18% ₹650 Cr 4,677,929 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | HDFCBANK15% ₹570 Cr 5,658,496
↓ -350,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | AXISBANK8% ₹295 Cr 2,302,100 State Bank of India (Financial Services)
Equity, Since 31 Oct 17 | SBIN7% ₹256 Cr 2,618,689
↓ -100,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | BAJFINANCE6% ₹222 Cr 2,137,250 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | KOTAKBANK4% ₹151 Cr 709,333 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | AUBANK3% ₹129 Cr 1,346,861 ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIGI3% ₹111 Cr 565,076 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG3% ₹107 Cr 581,588
↓ -42,318 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 23 | SHRIRAMFIN3% ₹102 Cr 1,198,382 6. Kotak Infrastructure & Economic Reform Fund
Kotak Infrastructure & Economic Reform Fund
Growth Launch Date 25 Feb 08 NAV (23 Dec 25) ₹65.369 ↑ 0.02 (0.03 %) Net Assets (Cr) ₹2,376 on 30 Nov 25 Category Equity - Sectoral AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆☆ Risk High Expense Ratio 2.01 Sharpe Ratio -0.24 Information Ratio -0.15 Alpha Ratio -13.49 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 30 Nov 20 ₹10,000 30 Nov 21 ₹16,684 30 Nov 22 ₹19,580 30 Nov 23 ₹24,691 30 Nov 24 ₹35,092 30 Nov 25 ₹34,077 Returns for Kotak Infrastructure & Economic Reform Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Dec 25 Duration Returns 1 Month -0.3% 3 Month -0.8% 6 Month 1.2% 1 Year -3.4% 3 Year 21.8% 5 Year 26.6% 10 Year 15 Year Since launch 11.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 32.4% 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% Fund Manager information for Kotak Infrastructure & Economic Reform Fund
Name Since Tenure Nalin Bhatt 1 Oct 23 2.17 Yr. Data below for Kotak Infrastructure & Economic Reform Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Industrials 46.68% Basic Materials 12.46% Consumer Cyclical 10.96% Communication Services 10.26% Energy 7.97% Utility 3.54% Financial Services 2.71% Technology 2.3% Real Estate 2.15% Asset Allocation
Asset Class Value Cash 0.96% Equity 99.04% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 15 | LT8% ₹187 Cr 459,000
↑ 135,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTL7% ₹168 Cr 800,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 25 | RELIANCE6% ₹135 Cr 864,000 Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 31 Jul 25 | 5348163% ₹76 Cr 1,890,000
↑ 990,000 Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Aug 17 | 5222873% ₹76 Cr 630,000
↓ -9,927 VST Tillers Tractors Ltd (Industrials)
Equity, Since 30 Apr 24 | VSTTILLERS3% ₹73 Cr 130,659 Cummins India Ltd (Industrials)
Equity, Since 30 Sep 12 | CUMMINSIND3% ₹72 Cr 160,000 Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Oct 15 | SOLARINDS3% ₹72 Cr 54,000 Shree Cement Ltd (Basic Materials)
Equity, Since 31 Dec 11 | SHREECEM3% ₹71 Cr 27,000
↓ -8,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 15 | ULTRACEMCO3% ₹70 Cr 60,000 7. SBI Magnum COMMA Fund
SBI Magnum COMMA Fund
Growth Launch Date 8 Aug 05 NAV (23 Dec 25) ₹107.647 ↑ 0.58 (0.54 %) Net Assets (Cr) ₹830 on 30 Nov 25 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.58 Sharpe Ratio 0 Information Ratio -0.09 Alpha Ratio -3.46 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 30 Nov 20 ₹10,000 30 Nov 21 ₹15,138 30 Nov 22 ₹15,501 30 Nov 23 ₹18,078 30 Nov 24 ₹22,529 30 Nov 25 ₹23,637 Returns for SBI Magnum COMMA Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Dec 25 Duration Returns 1 Month 1.1% 3 Month 0.8% 6 Month 6% 1 Year 8.3% 3 Year 19% 5 Year 18.5% 10 Year 15 Year Since launch 12.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 10.5% 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% Fund Manager information for SBI Magnum COMMA Fund
Name Since Tenure Dinesh Balachandran 1 Jun 24 1.5 Yr. Data below for SBI Magnum COMMA Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Basic Materials 49.4% Energy 25.12% Utility 9.19% Consumer Defensive 4.07% Consumer Cyclical 3.23% Financial Services 1.85% Asset Allocation
Asset Class Value Cash 4.72% Equity 92.86% Debt 0.34% Other 2.08% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 07 | RELIANCE8% ₹67 Cr 424,732 Tata Steel Ltd (Basic Materials)
Equity, Since 30 Apr 11 | TATASTEEL8% ₹63 Cr 3,776,000 Indian Oil Corp Ltd (Energy)
Equity, Since 29 Feb 24 | 5309655% ₹40 Cr 2,500,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Jun 18 | ULTRACEMCO5% ₹39 Cr 34,000 Vedanta Ltd (Basic Materials)
Equity, Since 30 Apr 24 | VEDL4% ₹36 Cr 675,000 CESC Ltd (Utilities)
Equity, Since 30 Sep 24 | CESC4% ₹35 Cr 2,070,000 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 20 | 5003124% ₹34 Cr 1,400,000 Steel Authority Of India Ltd (Basic Materials)
Equity, Since 29 Feb 24 | SAIL4% ₹32 Cr 2,350,000 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 May 24 | HINDPETRO3% ₹27 Cr 600,000 Arvind Ltd (Consumer Cyclical)
Equity, Since 30 Apr 24 | ARVIND3% ₹27 Cr 760,000 8. SBI Consumption Opportunities Fund
SBI Consumption Opportunities Fund
Growth Launch Date 2 Jan 13 NAV (23 Dec 25) ₹307.172 ↓ -1.34 (-0.43 %) Net Assets (Cr) ₹3,219 on 30 Nov 25 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk High Expense Ratio 2 Sharpe Ratio -0.74 Information Ratio -0.63 Alpha Ratio -15.6 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 30 Nov 20 ₹10,000 30 Nov 21 ₹15,545 30 Nov 22 ₹18,157 30 Nov 23 ₹21,933 30 Nov 24 ₹28,161 30 Nov 25 ₹26,527 Returns for SBI Consumption Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Dec 25 Duration Returns 1 Month -0.6% 3 Month -2.5% 6 Month 0.6% 1 Year -4.8% 3 Year 15.3% 5 Year 18.9% 10 Year 15 Year Since launch 15% Historical performance (Yearly) on absolute basis
Year Returns 2024 22.8% 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% Fund Manager information for SBI Consumption Opportunities Fund
Name Since Tenure Pradeep Kesavan 1 Apr 24 1.67 Yr. Ashit Desai 1 Apr 24 1.67 Yr. Data below for SBI Consumption Opportunities Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Consumer Cyclical 44.24% Consumer Defensive 28.64% Basic Materials 8.67% Industrials 6.67% Communication Services 6.46% Technology 1.55% Financial Services 1.5% Asset Allocation
Asset Class Value Cash 1.66% Equity 98.22% Debt 0.09% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTL6% ₹208 Cr 990,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | M&M5% ₹171 Cr 455,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 20 | MARUTI5% ₹153 Cr 96,100
↑ 20,000 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 22 | HINDUNILVR5% ₹149 Cr 602,132 Asian Paints Ltd (Basic Materials)
Equity, Since 30 Jun 25 | ASIANPAINT5% ₹146 Cr 509,000 Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | JUBLFOOD4% ₹144 Cr 2,386,850 Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | EICHERMOT4% ₹138 Cr 195,956
↑ 25,000 Berger Paints India Ltd (Basic Materials)
Equity, Since 30 Jun 24 | BERGEPAINT4% ₹133 Cr 2,350,172 Britannia Industries Ltd (Consumer Defensive)
Equity, Since 30 Sep 20 | BRITANNIA4% ₹130 Cr 222,499
↓ -7,501 United Breweries Ltd (Consumer Defensive)
Equity, Since 31 May 21 | UBL4% ₹115 Cr 680,000 9. Mirae Asset Great Consumer Fund
Mirae Asset Great Consumer Fund
Growth Launch Date 29 Mar 11 NAV (23 Dec 25) ₹94.96 ↓ -0.08 (-0.09 %) Net Assets (Cr) ₹4,787 on 30 Nov 25 Category Equity - Sectoral AMC Mirae Asset Global Inv (India) Pvt. Ltd Rating ☆☆☆☆ Risk High Expense Ratio 1.16 Sharpe Ratio -0.1 Information Ratio -0.27 Alpha Ratio -6.01 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.
Date Value 30 Nov 20 ₹10,000 30 Nov 21 ₹14,090 30 Nov 22 ₹15,614 30 Nov 23 ₹19,156 30 Nov 24 ₹23,737 30 Nov 25 ₹24,599 Returns for Mirae Asset Great Consumer Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Dec 25 Duration Returns 1 Month -1.2% 3 Month -2.6% 6 Month 4.5% 1 Year 4.9% 3 Year 17.9% 5 Year 18.5% 10 Year 15 Year Since launch 16.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 17.2% 2023 32.9% 2022 7.2% 2021 33% 2020 11.2% 2019 8.6% 2018 1.9% 2017 51% 2016 2% 2015 3.8% Fund Manager information for Mirae Asset Great Consumer Fund
Name Since Tenure Siddhant Chhabria 21 Jun 21 4.45 Yr. Data below for Mirae Asset Great Consumer Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Consumer Cyclical 51.25% Consumer Defensive 23.41% Basic Materials 7.54% Communication Services 6.9% Industrials 4.08% Health Care 2.57% Technology 2.43% Asset Allocation
Asset Class Value Cash 1.81% Equity 98.19% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC10% ₹460 Cr 11,375,000
↑ 300,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | M&M8% ₹360 Cr 958,648
↓ -107,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | MARUTI7% ₹349 Cr 219,500 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL7% ₹330 Cr 1,571,265 Eternal Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | 5433206% ₹303 Cr 10,100,000
↑ 1,100,000 Titan Co Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | TITAN5% ₹238 Cr 608,773
↑ 40,000 Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | EICHERMOT4% ₹196 Cr 278,196 Asian Paints Ltd (Basic Materials)
Equity, Since 31 Jan 21 | ASIANPAINT3% ₹158 Cr 550,935
↑ 30,000 Trent Ltd (Consumer Cyclical)
Equity, Since 31 May 23 | TRENT3% ₹152 Cr 357,871
↑ 85,000 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 24 | VBL3% ₹147 Cr 3,046,886
↑ 399,999 10. Nippon India Power and Infra Fund
Nippon India Power and Infra Fund
Growth Launch Date 8 May 04 NAV (23 Dec 25) ₹345.916 ↑ 0.65 (0.19 %) Net Assets (Cr) ₹7,301 on 30 Nov 25 Category Equity - Sectoral AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 1.85 Sharpe Ratio -0.26 Information Ratio 0.42 Alpha Ratio -12.9 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 30 Nov 20 ₹10,000 30 Nov 21 ₹15,847 30 Nov 22 ₹18,308 30 Nov 23 ₹25,579 30 Nov 24 ₹36,521 30 Nov 25 ₹35,852 Returns for Nippon India Power and Infra Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 23 Dec 25 Duration Returns 1 Month -1.5% 3 Month -2.1% 6 Month 0.7% 1 Year -1% 3 Year 27.2% 5 Year 27.6% 10 Year 15 Year Since launch 17.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 26.9% 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% Fund Manager information for Nippon India Power and Infra Fund
Name Since Tenure Kinjal Desai 25 May 18 7.53 Yr. Rahul Modi 19 Aug 24 1.28 Yr. Lokesh Maru 5 Sep 25 0.24 Yr. Divya Sharma 5 Sep 25 0.24 Yr. Data below for Nippon India Power and Infra Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Industrials 32.74% Utility 22.88% Energy 9.92% Consumer Cyclical 9.2% Basic Materials 6.97% Communication Services 6.04% Technology 4.89% Real Estate 2.32% Financial Services 2.26% Health Care 2.11% Asset Allocation
Asset Class Value Cash 0.65% Equity 99.35% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE10% ₹694 Cr 4,425,000
↑ 150,000 NTPC Ltd (Utilities)
Equity, Since 31 May 09 | NTPC8% ₹555 Cr 17,000,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 18 | BHARTIARTL6% ₹441 Cr 2,100,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 07 | LT6% ₹433 Cr 1,064,337
↓ -50,000 Tata Power Co Ltd (Utilities)
Equity, Since 30 Apr 23 | TATAPOWER4% ₹308 Cr 7,900,789 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 24 | BHEL3% ₹233 Cr 8,000,838
↓ -1,300,000 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 30 Sep 24 | CGPOWER3% ₹203 Cr 3,020,014 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | ULTRACEMCO3% ₹197 Cr 170,000 Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | BHARATFORG2% ₹169 Cr 1,179,635 Kaynes Technology India Ltd (Technology)
Equity, Since 30 Nov 22 | KAYNES2% ₹165 Cr 300,113
↑ 50,000
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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