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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 September 21, 2023 , 115407 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 (%)2022 (%)
DSP BlackRock Natural Resources and New Energy Fund Growth ₹61.859
↑ 0.60
₹7287.5817.426.312.99.8
IDFC Infrastructure Fund Growth ₹31.358
↑ 0.32
₹76116.22732.635.313.81.7
Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹46.47
↑ 0.22
₹2,8609.920.421.426.68.411.5
Franklin Build India Fund Growth ₹86.9229
↑ 0.30
₹1,48615.623.631.834.916.111.2
Sundaram Rural and Consumption Fund Growth ₹72.2012
↑ 0.64
₹1,24214.319.617.820.410.59.3
Kotak Infrastructure & Economic Reform Fund Growth ₹44.981
↑ 0.16
₹1,04911.418.228.135.217.115.6
SBI Magnum COMMA Fund Growth ₹73.5504
↑ 0.59
₹45212.214.311.620.414.6-6.6
SBI Consumption Opportunities Fund Growth ₹237.292
↑ 0.44
₹1,50710.516.519.230.71413.9
Mirae Asset Great Consumer Fund Growth ₹68.736
↑ 0.56
₹2,55311.120.719.524.114.27.2
Nippon India Power and Infra Fund Growth ₹219.386
↑ 1.37
₹2,48516.827.337.932.216.610.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 21 Aug 23
*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 12.6% 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 (21 Aug 23) ₹61.859 ↑ 0.60   (0.98 %)
Net Assets (Cr) ₹728 on 31 Jul 23
Category Equity - Sectoral
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 2.14
Sharpe Ratio 1.14
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 Aug 18₹10,000
31 Aug 19₹8,109
31 Aug 20₹8,616
31 Aug 21₹15,091
31 Aug 22₹15,222
31 Aug 23₹18,025

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 ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for DSP BlackRock Natural Resources and New Energy Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Aug 23

DurationReturns
1 Month -0.2%
3 Month 7.5%
6 Month 8%
1 Year 17.4%
3 Year 26.3%
5 Year 12.9%
10 Year
15 Year
Since launch 12.6%
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 1211.18 Yr.
Jay Kothari1 Mar 1310.51 Yr.

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

Equity Sector Allocation
SectorValue
Basic Materials40.99%
Energy30.52%
Utility12.06%
Technology3%
Industrials2.16%
Consumer Defensive0.21%
Asset Allocation
Asset ClassValue
Cash11.05%
Equity88.94%
Debt0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Hindalco Industries Ltd (Basic Materials)
Equity, Since 31 Oct 15 | HINDALCO
10%₹70 Cr1,519,608
↑ 39,279
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Mar 20 | 532286
9%₹65 Cr950,613
BGF Sustainable Energy I2
Investment Fund | -
9%₹65 Cr413,047
↓ -266,394
BGF World Energy I2
Investment Fund | -
8%₹61 Cr263,493
↑ 74,525
Tata Steel Ltd (Basic Materials)
Equity, Since 31 Aug 16 | TATASTEEL
8%₹57 Cr4,623,621
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 08 | RELIANCE
6%₹43 Cr179,041
NMDC Ltd (Basic Materials)
Equity, Since 30 Sep 18 | 526371
6%₹40 Cr3,214,888
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 20 | 500312
5%₹37 Cr2,108,202
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 08 | 500547
4%₹31 Cr923,178
GAIL (India) Ltd (Utilities)
Equity, Since 31 Aug 20 | 532155
4%₹31 Cr2,687,020
↓ -305,000

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 9.6% 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 (22 Aug 23) ₹31.358 ↑ 0.32   (1.02 %)
Net Assets (Cr) ₹761 on 31 Jul 23
Category Equity - Sectoral
AMC IDFC Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.44
Sharpe Ratio 2.14
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
31 Aug 18₹10,000
31 Aug 19₹7,910
31 Aug 20₹7,278
31 Aug 21₹13,988
31 Aug 22₹14,690
31 Aug 23₹18,945

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 ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for IDFC Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Aug 23

DurationReturns
1 Month 3.9%
3 Month 16.2%
6 Month 27%
1 Year 32.6%
3 Year 35.3%
5 Year 13.8%
10 Year
15 Year
Since launch 9.6%
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 202.73 Yr.
Nishita Shah31 Jul 230.09 Yr.

Data below for IDFC Infrastructure Fund as on 31 Jul 23

Equity Sector Allocation
SectorValue
Industrials59.59%
Basic Materials18.04%
Utility11.32%
Communication Services4.75%
Real Estate1.47%
Asset Allocation
Asset ClassValue
Cash4.84%
Equity95.16%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
8%₹65 Cr239,119
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | ULTRACEMCO
7%₹53 Cr63,297
Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Dec 17 | KIRLOSBROS
5%₹40 Cr466,186
ABB India Ltd (Industrials)
Equity, Since 31 Jul 21 | ABB
5%₹37 Cr84,622
↓ -9,189
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Oct 19 | BEL
5%₹35 Cr2,664,600
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL
5%₹35 Cr408,700
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 17 | JKCEMENT
4%₹32 Cr96,880
Thermax Ltd (Industrials)
Equity, Since 30 Sep 19 | THERMAX
4%₹32 Cr112,443
↓ -8,532
Ahluwalia Contracts (India) Ltd (Industrials)
Equity, Since 30 Apr 15 | AHLUCONT
4%₹31 Cr431,238
Torrent Power Ltd (Utilities)
Equity, Since 31 Mar 18 | 532779
4%₹29 Cr442,900

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 17.2% 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 (22 Aug 23) ₹46.47 ↑ 0.22   (0.48 %)
Net Assets (Cr) ₹2,860 on 31 Jul 23
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.13
Sharpe Ratio 1.35
Information Ratio 0.65
Alpha Ratio 7.74
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 Aug 18₹10,000
31 Aug 19₹8,861
31 Aug 20₹7,819
31 Aug 21₹12,773
31 Aug 22₹12,934
31 Aug 23₹15,242

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 ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for Aditya Birla Sun Life Banking And Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Aug 23

DurationReturns
1 Month -0.6%
3 Month 9.9%
6 Month 20.4%
1 Year 21.4%
3 Year 26.6%
5 Year 8.4%
10 Year
15 Year
Since launch 17.2%
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 158.02 Yr.
Dhaval Joshi21 Nov 220.78 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services95.66%
Technology0.52%
Asset Allocation
Asset ClassValue
Cash2.37%
Equity97.63%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | HDFCBANK
17%₹477 Cr3,036,948
↑ 560,448
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | ICICIBANK
14%₹395 Cr4,115,975
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
6%₹165 Cr1,699,645
↓ -200,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
5%₹150 Cr209,611
Poonawalla Fincorp Ltd (Financial Services)
Equity, Since 31 May 21 | POONAWALLA
5%₹140 Cr3,357,221
State Bank of India (Financial Services)
Equity, Since 31 Oct 17 | SBIN
5%₹132 Cr2,351,492
↓ -700,000
Repco Home Finance Ltd (Financial Services)
Equity, Since 31 Dec 13 | 535322
3%₹94 Cr2,428,460
Cholamandalam Financial Holdings Ltd Shs Dematerialised (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG
2%₹66 Cr667,972
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Jan 21 | FEDERALBNK
2%₹64 Cr4,475,678
↓ -932,932
Bandhan Bank Ltd (Financial Services)
Equity, Since 31 Jan 22 | BANDHANBNK
2%₹64 Cr2,795,710

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 16.8% 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 (22 Aug 23) ₹86.9229 ↑ 0.30   (0.34 %)
Net Assets (Cr) ₹1,486 on 31 Jul 23
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.29
Sharpe Ratio 1.98
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 Aug 18₹10,000
31 Aug 19₹9,209
31 Aug 20₹8,468
31 Aug 21₹14,535
31 Aug 22₹16,351
31 Aug 23₹21,263

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 ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for Franklin Build India Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Aug 23

DurationReturns
1 Month 2.9%
3 Month 15.6%
6 Month 23.6%
1 Year 31.8%
3 Year 34.9%
5 Year 16.1%
10 Year
15 Year
Since launch 16.8%
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 211.87 Yr.
Kiran Sebastian7 Feb 221.56 Yr.
Sandeep Manam18 Oct 211.87 Yr.

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

Equity Sector Allocation
SectorValue
Industrials41.98%
Financial Services15.72%
Utility12.77%
Energy7.19%
Basic Materials5.84%
Consumer Cyclical4.89%
Communication Services4.04%
Real Estate2.19%
Technology0.59%
Asset Allocation
Asset ClassValue
Cash4.8%
Equity95.2%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
10%₹149 Cr550,000
NTPC Ltd Shs Dematerialised (Utilities)
Equity, Since 30 Nov 16 | 532555
7%₹101 Cr4,600,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK
5%₹81 Cr845,000
↓ -30,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | 532898
5%₹71 Cr2,900,000
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 15 | KEI
4%₹63 Cr231,458
↓ -18,542
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL
4%₹61 Cr710,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | 500312
4%₹56 Cr3,206,848
↑ 206,848
REC Ltd (Financial Services)
Equity, Since 30 Jun 23 | 532955
4%₹55 Cr2,300,000
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 30 Nov 21 | KIRLOSENG
4%₹54 Cr1,119,847
↓ -30,153
Ion Exchange (India) Ltd Shs Dematerialised (Industrials)
Equity, Since 30 Nov 21 | IONEXCHANG
4%₹54 Cr950,000

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 12.1% 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 (22 Aug 23) ₹72.2012 ↑ 0.64   (0.89 %)
Net Assets (Cr) ₹1,242 on 31 Jul 23
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.27
Sharpe Ratio 0.84
Information Ratio 0.16
Alpha Ratio 3.88
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 Aug 18₹10,000
31 Aug 19₹8,728
31 Aug 20₹9,132
31 Aug 21₹12,711
31 Aug 22₹14,292
31 Aug 23₹16,336

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 ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for Sundaram Rural and Consumption Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Aug 23

DurationReturns
1 Month 2.1%
3 Month 14.3%
6 Month 19.6%
1 Year 17.8%
3 Year 20.4%
5 Year 10.5%
10 Year
15 Year
Since launch 12.1%
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 221.67 Yr.
Ashish Aggarwal1 Jan 221.67 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Cyclical44.33%
Consumer Defensive32.25%
Communication Services10.45%
Basic Materials3.07%
Financial Services2.91%
Health Care1.81%
Real Estate1.22%
Asset Allocation
Asset ClassValue
Cash3.95%
Equity96.05%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR
7%₹93 Cr371,782
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC
7%₹92 Cr2,103,660
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL
7%₹87 Cr3,444,054
↓ -57,651
Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN
6%₹79 Cr255,389
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL
6%₹77 Cr901,929
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M
5%₹64 Cr405,619
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI
5%₹64 Cr63,703
United Spirits Ltd Shs Dematerialised (Consumer Defensive)
Equity, Since 31 Dec 18 | MCDOWELL-N
4%₹57 Cr564,432
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 523025
4%₹45 Cr123,246
Nestle India Ltd (Consumer Defensive)
Equity, Since 30 Jun 16 | NESTLEIND
3%₹43 Cr19,417

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 10.2% 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 (22 Aug 23) ₹44.981 ↑ 0.16   (0.36 %)
Net Assets (Cr) ₹1,049 on 31 Jul 23
Category Equity - Sectoral
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.12
Sharpe Ratio 2.43
Information Ratio 1.65
Alpha Ratio 13.82
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 Aug 18₹10,000
31 Aug 19₹9,012
31 Aug 20₹8,538
31 Aug 21₹14,712
31 Aug 22₹17,525
31 Aug 23₹21,974

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 ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for Kotak Infrastructure & Economic Reform Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Aug 23

DurationReturns
1 Month 1.4%
3 Month 11.4%
6 Month 18.2%
1 Year 28.1%
3 Year 35.2%
5 Year 17.1%
10 Year
15 Year
Since launch 10.2%
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 158.59 Yr.
Arjun Khanna1 Mar 221.5 Yr.

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

Equity Sector Allocation
SectorValue
Industrials45.79%
Consumer Cyclical13.07%
Basic Materials12.74%
Utility9.05%
Energy5.31%
Communication Services4.58%
Real Estate2.96%
Asset Allocation
Asset ClassValue
Cash4.88%
Equity95.12%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 15 | LT
6%₹61 Cr225,000
↑ 27,500
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 15 | ULTRACEMCO
4%₹47 Cr57,000
↑ 2,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTL
4%₹47 Cr545,000
↑ 20,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 18 | RELIANCE
4%₹45 Cr187,500
↑ 20,000
AIA Engineering Ltd (Industrials)
Equity, Since 31 Jul 09 | AIAENG
4%₹42 Cr114,000
↑ 1,500
Container Corporation of India Ltd (Industrials)
Equity, Since 30 Sep 12 | CONCOR
4%₹42 Cr620,000
↑ 45,000
Indraprastha Gas Ltd (Utilities)
Equity, Since 30 Nov 17 | IGL
4%₹40 Cr850,000
↑ 75,000
Shree Cement Ltd (Basic Materials)
Equity, Since 31 Dec 11 | 500387
3%₹37 Cr15,500
↑ 2,250
Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Aug 17 | KPIL
3%₹36 Cr552,500
↑ 32,500
Mahindra Lifespace Developers Ltd (Real Estate)
Equity, Since 31 Aug 18 | MAHLIFE
3%₹35 Cr620,000
↑ 20,000

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 11.7% 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 (22 Aug 23) ₹73.5504 ↑ 0.59   (0.80 %)
Net Assets (Cr) ₹452 on 31 Jul 23
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.6
Sharpe Ratio 0.45
Information Ratio -0.89
Alpha Ratio -0.8
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 Aug 18₹10,000
31 Aug 19₹8,778
31 Aug 20₹10,788
31 Aug 21₹18,423
31 Aug 22₹18,101
31 Aug 23₹19,638

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 ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for SBI Magnum COMMA Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Aug 23

DurationReturns
1 Month 5%
3 Month 12.2%
6 Month 14.3%
1 Year 11.6%
3 Year 20.4%
5 Year 14.6%
10 Year
15 Year
Since launch 11.7%
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 149.09 Yr.
Mohit Jain30 Nov 175.75 Yr.

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

Equity Sector Allocation
SectorValue
Basic Materials51.49%
Energy12.66%
Industrials7.3%
Consumer Cyclical6.86%
Utility6.49%
Consumer Defensive5.61%
Financial Services0.55%
Asset Allocation
Asset ClassValue
Cash9.04%
Equity90.96%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tata Steel Ltd (Basic Materials)
Equity, Since 30 Apr 11 | TATASTEEL
7%₹34 Cr2,776,000
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | KPRMILL
7%₹32 Cr415,992
NTPC Ltd Shs Dematerialised (Utilities)
Equity, Since 31 Mar 20 | 532555
6%₹30 Cr1,353,717
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Jun 18 | ULTRACEMCO
6%₹28 Cr34,000
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 07 | RELIANCE
6%₹26 Cr107,366
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 20 | CCL
6%₹26 Cr425,000
Neogen Chemicals Ltd (Basic Materials)
Equity, Since 30 Apr 19 | NEOGEN
5%₹25 Cr147,080
Jindal Stainless Ltd (Basic Materials)
Equity, Since 30 Jun 23 | JSL
5%₹23 Cr515,000
Hindustan Copper Ltd (Basic Materials)
Equity, Since 30 Apr 21 | 513599
5%₹22 Cr1,403,400
Coal India Ltd (Energy)
Equity, Since 31 Mar 22 | COALINDIA
5%₹22 Cr950,000
↑ 375,000

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 15.7% 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 (21 Aug 23) ₹237.292 ↑ 0.44   (0.19 %)
Net Assets (Cr) ₹1,507 on 31 Jul 23
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.31
Sharpe Ratio 1.64
Information Ratio 1.42
Alpha Ratio 11.68
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 Aug 18₹10,000
31 Aug 19₹8,489
31 Aug 20₹8,315
31 Aug 21₹12,805
31 Aug 22₹15,939
31 Aug 23₹19,148

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 ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for SBI Consumption Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Aug 23

DurationReturns
1 Month 0.5%
3 Month 10.5%
6 Month 16.5%
1 Year 19.2%
3 Year 30.7%
5 Year 14%
10 Year
15 Year
Since launch 15.7%
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 1112.26 Yr.
Mohit Jain30 Nov 175.76 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Defensive40.05%
Consumer Cyclical38.72%
Industrials9.33%
Communication Services6.68%
Technology1.08%
Health Care0.16%
Utility0.03%
Financial Services0.01%
Energy0.01%
Real Estate0.01%
Asset Allocation
Asset ClassValue
Cash3.94%
Equity96.06%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 22 | HINDUNILVR
8%₹127 Cr506,000
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
7%₹112 Cr2,540,000
Chalet Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | CHALET
5%₹76 Cr1,370,000
Mrs Bectors Food Specialities Ltd Ordinary Shares (Consumer Defensive)
Equity, Since 30 Apr 22 | BECTORFOOD
4%₹70 Cr650,000
Procter & Gamble Hygiene and Health Care Ltd Shs Dematerialised (Consumer Defensive)
Equity, Since 30 Apr 21 | PGHH
4%₹61 Cr38,000
United Spirits Ltd Shs Dematerialised (Consumer Defensive)
Equity, Since 31 Jan 23 | MCDOWELL-N
4%₹56 Cr560,000
Go Fashion (India) Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | 543401
3%₹54 Cr400,000
PVR INOX Ltd (Communication Services)
Equity, Since 31 Oct 22 | PVRINOX
3%₹52 Cr290,000
Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 532977
3%₹51 Cr110,000
↑ 72,000
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 May 22 | HEROMOTOCO
3%₹48 Cr165,000

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 16.8% 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 (22 Aug 23) ₹68.736 ↑ 0.56   (0.82 %)
Net Assets (Cr) ₹2,553 on 31 Jul 23
Category Equity - Sectoral
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating
Risk High
Expense Ratio 1.85
Sharpe Ratio 1.27
Information Ratio 1.07
Alpha Ratio 8.68
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 Aug 18₹10,000
31 Aug 19₹9,243
31 Aug 20₹9,927
31 Aug 21₹14,877
31 Aug 22₹16,459
31 Aug 23₹19,300

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 ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for Mirae Asset Great Consumer Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Aug 23

DurationReturns
1 Month -0.2%
3 Month 11.1%
6 Month 20.7%
1 Year 19.5%
3 Year 24.1%
5 Year 14.2%
10 Year
15 Year
Since launch 16.8%
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 166.91 Yr.
Siddhant Chhabria21 Jun 212.2 Yr.

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

Equity Sector Allocation
SectorValue
Consumer Cyclical35.89%
Consumer Defensive31.39%
Financial Services8.73%
Basic Materials7.95%
Industrials5.56%
Communication Services4.64%
Health Care3.52%
Asset Allocation
Asset ClassValue
Cash2.32%
Equity97.68%
Other0.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
8%₹198 Cr4,500,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 15 | HINDUNILVR
6%₹158 Cr630,000
↑ 40,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL
5%₹140 Cr1,630,000
↑ 300,000
Titan Co Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | TITAN
5%₹130 Cr420,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | MARUTI
5%₹117 Cr117,000
↑ 10,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 14 | HDFCBANK
4%₹102 Cr650,000
↑ 60,000
United Spirits Ltd (Consumer Defensive)
Equity, Since 30 Nov 20 | MCDOWELL-N
4%₹96 Cr955,000
↓ -85,000
Ceat Ltd (Consumer Cyclical)
Equity, Since 30 Nov 16 | CEATLTD
3%₹90 Cr400,000
↑ 50,022
Nestle India Ltd (Consumer Defensive)
Equity, Since 31 Mar 18 | NESTLEIND
3%₹84 Cr38,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | 532215
3%₹78 Cr800,000

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 17.4% 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 (22 Aug 23) ₹219.386 ↑ 1.37   (0.63 %)
Net Assets (Cr) ₹2,485 on 31 Jul 23
Category Equity - Sectoral
AMC Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 2.23
Sharpe Ratio 2.52
Information Ratio 1.55
Alpha Ratio 17.26
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 Aug 18₹10,000
31 Aug 19₹8,632
31 Aug 20₹8,886
31 Aug 21₹14,399
31 Aug 22₹15,963
31 Aug 23₹21,696

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 ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for Nippon India Power and Infra Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 21 Aug 23

DurationReturns
1 Month 2.7%
3 Month 16.8%
6 Month 27.3%
1 Year 37.9%
3 Year 32.2%
5 Year 16.6%
10 Year
15 Year
Since launch 17.4%
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 176.67 Yr.
Kinjal Desai25 May 185.27 Yr.
Akshay Sharma1 Dec 220.75 Yr.

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

Equity Sector Allocation
SectorValue
Industrials33.41%
Utility17.47%
Basic Materials10.45%
Energy9.14%
Consumer Cyclical6.28%
Technology6.22%
Real Estate5.76%
Communication Services4.54%
Health Care1.89%
Asset Allocation
Asset ClassValue
Cash4.83%
Equity95.17%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 07 | LT
7%₹189 Cr700,000
NTPC Ltd Shs Dematerialised (Utilities)
Equity, Since 31 May 09 | 532555
7%₹187 Cr8,500,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE
7%₹187 Cr775,000
↑ 145,000
Bosch Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | 500530
5%₹130 Cr70,000
↑ 20,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | ULTRACEMCO
5%₹120 Cr145,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 18 | BHARTIARTL
5%₹116 Cr1,350,000
Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Nov 22 | KAYNES
4%₹97 Cr483,162
↓ -39,088
Sterling and Wilson Renewable Energy Ltd (Technology)
Equity, Since 31 Oct 21 | SWSOLAR
3%₹89 Cr2,350,000
RITES Ltd Ordinary Shares (Industrials)
Equity, Since 28 Feb 21 | RITES
3%₹87 Cr1,730,000
↓ -1,089,658
Container Corporation of India Ltd (Industrials)
Equity, Since 31 Aug 22 | CONCOR
3%₹81 Cr1,200,000
↑ 100,000

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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Raju, posted on 23 Dec 21 11:18 AM

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