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फिनकैश »म्यूचुअल फंड्स »उच्च जोखिम उच्च रिटर्न फंड

शीर्ष उच्च जोखिम उच्च रिटर्न म्युचुअल फंड 2022

Updated on June 13, 2024 , 27631 views

की दुनिया मेंनिवेश, ऐसे निवेशक हैं जो उच्च जोखिम वाले उच्च रिटर्न निवेश में विश्वास करते हैं। ये उन निवेशकों के लिए निवेश हैं जो उच्च रिटर्न अर्जित करने के लिए उच्च जोखिम लेने के इच्छुक हैं। कुछ इक्विटीम्यूचुअल फंड्स ऐसी योजनाओं के लिए सबसे उपयुक्त हैं। हालांकि ये फंड सबसे ज्यादा प्रभावित हैंमंडी अस्थिरता, लेकिन आप जितने लंबे समय तक निवेशित रहेंगे, अच्छा मुनाफा कमाने की संभावनाएं उतनी ही अधिक होंगी।

High-risk-high-return

आइए धन को अधिकतम करने के लिए अपने इन उच्च जोखिम वाले फंडों को खोजने के तरीके देखें।

उच्च जोखिम वाले म्युचुअल फंड में निवेश करने के स्मार्ट तरीके

एक व्यवस्थितनिवेश योजना (सिप) म्यूचुअल फंड में निवेश का एक कुशल तरीका है, खासकर मेंइक्विटी फ़ंड. एक एसआईपी एक की अनुमति देता हैइन्वेस्टर योजना में नियमित रूप से एक निश्चित राशि का निवेश करने के लिए। SIP का एक महत्वपूर्ण लाभ यह है कि यह रुपये की औसत लागत में मदद करता है। जब आप बाजार की स्थितियों की परवाह किए बिना नियमित रूप से निवेश करते हैं, तो बाजार के कम होने पर आपको अधिक इकाइयाँ और बाज़ार के उच्च होने पर कम इकाइयाँ मिलेंगी। यह आपकी म्युचुअल फंड इकाइयों की खरीद लागत का औसत निकालता है।

अन्य लाभ हैकंपाउंडिंग की शक्ति. जब आप लंबी अवधि के लिए निवेश करते हैं तो आपका पैसा चक्रवृद्धि शुरू हो जाता है। संचित कोष को बाजार में फिर से निवेश किया जाता है और आप अपने निवेश से अर्जित प्रतिफल पर प्रतिफल अर्जित करते हैं। यह एक बड़ा कोष बनाने में मदद करता है जो आपको नियमित छोटे निवेश के साथ अपने दीर्घकालिक लक्ष्यों को प्राप्त करने में मदद कर सकता है।

SIP के कुछ अन्य फायदे हैं:

  • न्यूनतम निवेश INR 500 . से शुरू होता है
  • लंबी अवधि की बचत की आदत बनाता है
  • लंबी अवधि के जोखिम को कम करता है
  • लक्ष्य-वार निवेश में मदद करता है

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म्युचुअल फंड में उच्च जोखिम उच्च लाभ निवेश FY 22 - 23

1. सेक्टर इक्विटी फंड

क्षेत्र निधि एक प्रकार के इक्विटी फंड हैं जो किसी विशेष क्षेत्र जैसे बैंकिंग, फार्मा, इंफ्रा, आदि में निवेश करते हैं। एक क्षेत्र-विशिष्ट होने के कारण, इन फंडों को सभी इक्विटी फंडों के लिए अत्यधिक जोखिम भरा माना जाता है। सेक्टर फंड आपके पैसे को दोगुना या परेशान कर सकते हैं, इस प्रकार निवेशक उच्च-जोखिम उठाने का माद्दा केवल सेक्टर फंडों में निवेश को प्राथमिकता देनी चाहिए। निवेश करने की योजना बना रहे निवेशकों को उस क्षेत्र/उद्योग का गहन ज्ञान होना चाहिए जिसमें वे निवेश करना चाहते हैं।

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
IDFC Infrastructure Fund Growth ₹53.246
↑ 0.85
₹1,1713145.384.535.727.850.3
Franklin Build India Fund Growth ₹142.402
↑ 0.59
₹2,40623.333.679.235.726.951.1
DSP BlackRock Natural Resources and New Energy Fund Growth ₹92.742
↑ 0.20
₹1,0941932.157.621.423.131.2
Sundaram Rural and Consumption Fund Growth ₹90.0267
↑ 0.57
₹1,39813.51335.219.316.830.2
Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹54.13
↑ 0.25
₹3,178106.723.91412.821.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Jun 24

2. मिड एंड स्मॉल कैप फंड

मध्य औरस्मॉल कैप फंड पिछले कुछ वर्षों में एक बड़ा ध्यान आकर्षित किया है।मिड कैप फंड उन कंपनियों में निवेश करें जो मिड-साइज़ और स्मॉल कैप की हैं स्टार्ट-अप कंपनियों या फर्मों के शेयरों में निवेश करें जो आकार में छोटी हैं। आमतौर पर, मिड-कैप उन कंपनियों में निवेश करते हैं, जिनका मार्केट कैप INR 500 Cr से INR 1000 Cr है, जबकि, स्मॉल कैप को आमतौर पर INR 500 करोड़ के मार्केट कैप वाली फर्मों के रूप में परिभाषित किया जाता है। इन फंडों को जोखिम भरा माना जाता है, इस प्रकार उच्च जोखिम वाले निवेशकों को केवल इन फंडों में निवेश करना चाहिए। लेकिन, चूंकि ये फंड सबसे अधिक उभरते व्यवसायों में निवेश करते हैं, इसलिए इनमें अच्छा रिटर्न देने की क्षमता होती है। एक निवेशक को इन फंडों में लंबी अवधि के लिए निवेशित रहने की सलाह दी जाती है।

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
L&T Emerging Businesses Fund Growth ₹83.399
↑ 0.62
₹14,61925.421.755.431.628.546.1
Aditya Birla Sun Life Small Cap Fund Growth ₹85.2573
↑ 0.86
₹4,76222.718.846.32020.439.4
SBI Small Cap Fund Growth ₹174.816
↑ 1.49
₹27,76021.622.443.724.627.725.3
L&T Midcap Fund Growth ₹368.624
↑ 5.78
₹10,34221.527.964.224.623.240
Franklin India Smaller Companies Fund Growth ₹176.9
↑ 1.30
₹12,58724.423.16132.22752.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Jun 24

3. लार्ज कैप फंड

लार्ज कैप फंड इक्विटी फंड में सबसे लोकप्रिय हैं। ये फंड आकार में बड़ी कंपनियों के शेयरों में निवेश करते हैं। ये वे फर्म हैं जो बाजार में अच्छी तरह से स्थापित हैं और अपने उद्योग में अग्रणी हैं। ऐतिहासिक रूप से लार्ज-कैप फंडों ने अच्छा रिटर्न दिया है। और, चूंकि ये फंड बड़ी फर्मों में निवेश करते हैं, इसलिए मिड और स्मॉल कैप फंडों की तुलना में जोखिम कम होता है।

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
JM Core 11 Fund Growth ₹19.5724
↑ 0.17
₹9813.420.147.922.916.732.9
Nippon India Large Cap Fund Growth ₹84.7667
↑ 0.56
₹26,13811.218.740.524.119.132.1
ICICI Prudential Bluechip Fund Growth ₹101.97
↑ 0.36
₹54,904817.339.620.718.827.4
Indiabulls Blue Chip Fund Growth ₹42.04
↑ 0.27
₹12010.617.836.216.814.122.3
Aditya Birla Sun Life Frontline Equity Fund Growth ₹491.08
↑ 2.60
₹27,19210.315.73317.216.823.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Jun 24

4. डायवर्सिफाइड फंड्स/मल्टी कैप फंड्स

विविध निधि बाजार पूंजीकरण यानी लार्ज कैप, मिड और स्मॉल कैप शेयरों में निवेश करें। इन फंडों में बाजार के अनुसार अपने पोर्टफोलियो को अनुकूलित करने का लचीलापन होता है। वे आम तौर पर लार्ज कैप शेयरों में 40-60%, मिड-कैप शेयरों में 10-40% और स्मॉल-कैप शेयरों में लगभग 10% के बीच कहीं भी निवेश करते हैं। कभी-कभी, स्मॉल-कैप में निवेश बहुत छोटा या बिल्कुल भी नहीं हो सकता है।

ऐसा कहा जाता है कि डायवर्सिफाइड फंड जोखिम को संतुलित करते हैं और अस्थिरता को कम करते हैं जो आमतौर पर स्टॉक निवेश के साथ आता है। यदि पोर्टफोलियो में एक फंड प्रदर्शन करने में विफल रहता है तो अन्य रिटर्न को संतुलित करने के लिए हैं। लेकिन फिर भी एक इक्विटी फंड होने के नाते जोखिम अभी भी फंड में बना हुआ है।

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Motilal Oswal Multicap 35 Fund Growth ₹54.2542
↑ 0.41
₹10,01316.624.754.717.815.431
Kotak Standard Multicap Fund Growth ₹80.413
↑ 0.63
₹47,46615.120.839.618.517.324.2
Mirae Asset India Equity Fund  Growth ₹103.625
↑ 0.45
₹38,0608.711.225.113.614.818.4
JM Multicap Fund Growth ₹100.632
↑ 1.29
₹2,10720.831.564.430.426.140
Principal Multi Cap Growth Fund Growth ₹358.885
↑ 1.51
₹2,49815.116.542.921.420.431.1
Aditya Birla Sun Life Equity Fund Growth ₹1,637.75
↑ 9.24
₹20,56411.316.937.216.217.726
IDFC Focused Equity Fund Growth ₹78.013
↑ 0.92
₹1,54313.116.335.316.416.131.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Jun 24

1. Invesco India PSU Equity Fund

To generate capital appreciation by investing in Equity and Equity Related Instruments of companies where the Central / State Government(s) has majority shareholding or management control or has powers to appoint majority of directors. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Invesco India PSU Equity Fund is a Equity - Sectoral fund was launched on 18 Nov 09. It is a fund with High risk and has given a CAGR/Annualized return of 14% since its launch.  Ranked 33 in Sectoral category.  Return for 2023 was 54.5% , 2022 was 20.5% and 2021 was 31.1% .

Below is the key information for Invesco India PSU Equity Fund

Invesco India PSU Equity Fund
Growth
Launch Date 18 Nov 09
NAV (14 Jun 24) ₹67.5 ↑ 1.38   (2.09 %)
Net Assets (Cr) ₹957 on 30 Apr 24
Category Equity - Sectoral
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk High
Expense Ratio 2.46
Sharpe Ratio 3.14
Information Ratio -1.52
Alpha Ratio -0.54
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 19₹10,000
31 May 20₹8,952
31 May 21₹13,139
31 May 22₹14,105
31 May 23₹17,799
31 May 24₹35,873

Invesco India PSU Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹642,208.
Net Profit of ₹342,208
Invest Now

Returns for Invesco India PSU Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jun 24

DurationReturns
1 Month 13.9%
3 Month 26%
6 Month 47.1%
1 Year 99.1%
3 Year 39.7%
5 Year 30.4%
10 Year
15 Year
Since launch 14%
Historical performance (Yearly) on absolute basis
YearReturns
2023 54.5%
2022 20.5%
2021 31.1%
2020 6.1%
2019 10.1%
2018 -16.9%
2017 24.3%
2016 17.9%
2015 2.5%
2014 54.5%
Fund Manager information for Invesco India PSU Equity Fund
NameSinceTenure
Dhimant Kothari19 May 203.95 Yr.

Data below for Invesco India PSU Equity Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Industrials31.72%
Utility24.87%
Financial Services23.89%
Energy16.05%
Asset Allocation
Asset ClassValue
Cash3.47%
Equity96.53%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Mar 17 | BEL
9%₹89 Cr3,801,222
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | HAL
9%₹87 Cr221,859
State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN
9%₹82 Cr990,944
NTPC Ltd (Utilities)
Equity, Since 31 May 19 | 532555
9%₹82 Cr2,254,157
Coal India Ltd (Energy)
Equity, Since 31 Aug 23 | COALINDIA
8%₹73 Cr1,612,886
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 22 | 532898
7%₹68 Cr2,261,566
NHPC Ltd (Utilities)
Equity, Since 31 Oct 22 | NHPC
5%₹44 Cr4,587,137
↓ -848,481
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 18 | 500547
4%₹43 Cr699,865
Bank of Baroda (Financial Services)
Equity, Since 30 Jun 21 | 532134
4%₹40 Cr1,431,527
Container Corporation of India Ltd (Industrials)
Equity, Since 31 Mar 17 | CONCOR
4%₹40 Cr386,333

2. ICICI Prudential Infrastructure Fund

To generate capital appreciation and income distribution to unit holders by investing predominantly in equity/equity related securities of the companies belonging to the infrastructure development and balance in debt securities and money market instruments.

ICICI Prudential Infrastructure Fund is a Equity - Sectoral fund was launched on 31 Aug 05. It is a fund with High risk and has given a CAGR/Annualized return of 16.9% since its launch.  Ranked 27 in Sectoral category.  Return for 2023 was 44.6% , 2022 was 28.8% and 2021 was 50.1% .

Below is the key information for ICICI Prudential Infrastructure Fund

ICICI Prudential Infrastructure Fund
Growth
Launch Date 31 Aug 05
NAV (14 Jun 24) ₹188.39 ↑ 1.38   (0.74 %)
Net Assets (Cr) ₹5,005 on 30 Apr 24
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.22
Sharpe Ratio 3.75
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 19₹10,000
31 May 20₹6,771
31 May 21₹12,676
31 May 22₹15,579
31 May 23₹20,207
31 May 24₹33,317

ICICI Prudential 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 ₹612,552.
Net Profit of ₹312,552
Invest Now

Returns for ICICI Prudential 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 14 Jun 24

DurationReturns
1 Month 8.7%
3 Month 18.2%
6 Month 32.7%
1 Year 69%
3 Year 39%
5 Year 28.9%
10 Year
15 Year
Since launch 16.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 44.6%
2022 28.8%
2021 50.1%
2020 3.6%
2019 2.6%
2018 -14%
2017 40.8%
2016 2%
2015 -3.4%
2014 56.2%
Fund Manager information for ICICI Prudential Infrastructure Fund
NameSinceTenure
Ihab Dalwai3 Jun 176.92 Yr.
Sharmila D’mello30 Jun 221.84 Yr.

Data below for ICICI Prudential Infrastructure Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Industrials31.85%
Basic Materials16.77%
Financial Services15.97%
Utility14.25%
Energy8.57%
Consumer Cyclical3.38%
Real Estate2.26%
Communication Services1.72%
Asset Allocation
Asset ClassValue
Cash4.38%
Equity94.77%
Debt0.85%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | 532555
7%₹367 Cr10,112,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 09 | LT
5%₹270 Cr750,393
↑ 110,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 16 | ICICIBANK
5%₹253 Cr2,200,000
↓ -90,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 22 | HDFCBANK
5%₹228 Cr1,500,000
↓ -309,500
Kalpataru Projects International Ltd (Industrials)
Equity, Since 30 Sep 06 | KPIL
4%₹198 Cr1,612,013
↓ -58,568
Gujarat Gas Ltd (Utilities)
Equity, Since 31 Jan 23 | GUJGASLTD
3%₹164 Cr2,998,077
↑ 103,100
Grasim Industries Ltd (Basic Materials)
Equity, Since 31 Aug 23 | GRASIM
3%₹156 Cr645,155
↓ -94,446
NCC Ltd (Industrials)
Equity, Since 31 Aug 21 | NCC
3%₹155 Cr6,380,000
↓ -227,507
InterGlobe Aviation Ltd (Industrials)
Equity, Since 28 Feb 23 | INDIGO
3%₹143 Cr360,000
↓ -203,217
Cummins India Ltd (Industrials)
Equity, Since 31 May 17 | 500480
3%₹136 Cr415,782

3. Nippon India Power and Infra Fund

(Erstwhile Reliance Diversified Power Sector Fund)

The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies in the power sector.

Nippon India Power and Infra Fund is a Equity - Sectoral fund was launched on 8 May 04. It is a fund with High risk and has given a CAGR/Annualized return of 19.6% since its launch.  Ranked 13 in Sectoral category.  Return for 2023 was 58% , 2022 was 10.9% and 2021 was 48.9% .

Below is the key information for Nippon India Power and Infra Fund

Nippon India Power and Infra Fund
Growth
Launch Date 8 May 04
NAV (14 Jun 24) ₹364.539 ↑ 4.05   (1.12 %)
Net Assets (Cr) ₹5,043 on 30 Apr 24
Category Equity - Sectoral
AMC Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 2.23
Sharpe Ratio 3.98
Information Ratio 1.65
Alpha Ratio 14.69
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 19₹10,000
31 May 20₹7,121
31 May 21₹12,601
31 May 22₹14,229
31 May 23₹18,511
31 May 24₹33,229

Nippon India Power and Infra Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹627,226.
Net Profit of ₹327,226
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 14 Jun 24

DurationReturns
1 Month 12.2%
3 Month 24%
6 Month 36.3%
1 Year 81.2%
3 Year 38.9%
5 Year 29.1%
10 Year
15 Year
Since launch 19.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 58%
2022 10.9%
2021 48.9%
2020 10.8%
2019 -2.9%
2018 -21.1%
2017 61.7%
2016 0.1%
2015 0.3%
2014 50.8%
Fund Manager information for Nippon India Power and Infra Fund
NameSinceTenure
Sanjay Doshi2 Jan 177.33 Yr.
Kinjal Desai25 May 185.94 Yr.

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

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

4. DSP BlackRock India T.I.G.E.R Fund

To generate capital appreciation, from a portfolio that is substantially constituted of equity securities and equity related securities of corporates, which could benefit from structural changes brought about by continuing liberalization in economic policies by the government and/or continuing investments in infrastructure, both by the public and private sector.

DSP BlackRock India T.I.G.E.R Fund is a Equity - Sectoral fund was launched on 11 Jun 04. It is a fund with High risk and has given a CAGR/Annualized return of 19.1% since its launch.  Ranked 12 in Sectoral category.  Return for 2023 was 49% , 2022 was 13.9% and 2021 was 51.6% .

Below is the key information for DSP BlackRock India T.I.G.E.R Fund

DSP BlackRock India T.I.G.E.R Fund
Growth
Launch Date 11 Jun 04
NAV (14 Jun 24) ₹328.872 ↑ 4.17   (1.28 %)
Net Assets (Cr) ₹3,815 on 30 Apr 24
Category Equity - Sectoral
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 2.24
Sharpe Ratio 3.41
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 19₹10,000
31 May 20₹6,834
31 May 21₹12,568
31 May 22₹14,649
31 May 23₹18,160
31 May 24₹32,531

DSP BlackRock India T.I.G.E.R Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552
Invest Now

Returns for DSP BlackRock India T.I.G.E.R Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jun 24

DurationReturns
1 Month 10.7%
3 Month 30.5%
6 Month 38.6%
1 Year 80.2%
3 Year 38.2%
5 Year 28.5%
10 Year
15 Year
Since launch 19.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 49%
2022 13.9%
2021 51.6%
2020 2.7%
2019 6.7%
2018 -17.2%
2017 47%
2016 4.1%
2015 0.7%
2014 61.3%
Fund Manager information for DSP BlackRock India T.I.G.E.R Fund
NameSinceTenure
Rohit Singhania21 Jun 1013.87 Yr.
Jay Kothari16 Mar 186.13 Yr.
Charanjit Singh1 Jan 213.33 Yr.

Data below for DSP BlackRock India T.I.G.E.R Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Industrials47.1%
Basic Materials18.22%
Energy7.36%
Utility7.1%
Technology5.75%
Consumer Cyclical5.67%
Communication Services3.99%
Real Estate1.02%
Consumer Defensive0.72%
Asset Allocation
Asset ClassValue
Cash3.07%
Equity96.93%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NTPC Ltd (Utilities)
Equity, Since 30 Nov 17 | 532555
5%₹181 Cr4,971,991
↑ 973,497
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Mar 23 | KIRLOSENG
4%₹148 Cr1,447,045
Siemens Ltd (Industrials)
Equity, Since 30 Nov 18 | 500550
4%₹137 Cr234,753
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Mar 22 | HAL
3%₹126 Cr320,004
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 04 | LT
3%₹123 Cr341,272
Apar Industries Ltd (Industrials)
Equity, Since 31 Dec 22 | APARINDS
3%₹119 Cr151,604
↓ -6,125
Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Jan 22 | KPIL
3%₹117 Cr957,039
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE
3%₹100 Cr339,790
Polycab India Ltd (Industrials)
Equity, Since 31 Jan 21 | POLYCAB
2%₹90 Cr159,290
↑ 9,985
KFin Technologies Ltd (Technology)
Equity, Since 31 Jan 24 | KFINTECH
2%₹83 Cr1,103,354

5. SBI PSU Fund

The objective of the scheme would be to provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme through an active management of investments in a diversified basket of equity stocks of domestic Public Sector Undertakings and in debt and money market instruments issued by PSUs AND others.

SBI PSU Fund is a Equity - Sectoral fund was launched on 7 Jul 10. It is a fund with High risk and has given a CAGR/Annualized return of 9% since its launch.  Ranked 31 in Sectoral category.  Return for 2023 was 54% , 2022 was 29% and 2021 was 32.4% .

Below is the key information for SBI PSU Fund

SBI PSU Fund
Growth
Launch Date 7 Jul 10
NAV (14 Jun 24) ₹33.0806 ↑ 0.34   (1.05 %)
Net Assets (Cr) ₹2,352 on 30 Apr 24
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.52
Sharpe Ratio 2.76
Information Ratio -1.18
Alpha Ratio -7.86
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 19₹10,000
31 May 20₹7,204
31 May 21₹11,163
31 May 22₹12,151
31 May 23₹14,791
31 May 24₹30,038

SBI PSU Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326
Invest Now

Returns for SBI PSU Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jun 24

DurationReturns
1 Month 7.1%
3 Month 20.9%
6 Month 42.1%
1 Year 101.6%
3 Year 38.1%
5 Year 25.6%
10 Year
15 Year
Since launch 9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 54%
2022 29%
2021 32.4%
2020 -10%
2019 6%
2018 -23.8%
2017 21.9%
2016 16.2%
2015 -11.1%
2014 41.5%
Fund Manager information for SBI PSU Fund
NameSinceTenure
Richard D'souza1 Aug 149.76 Yr.

Data below for SBI PSU Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Financial Services32.57%
Utility17.37%
Basic Materials15.77%
Energy12.81%
Industrials12.1%
Asset Allocation
Asset ClassValue
Cash9.39%
Equity90.61%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 31 Jul 10 | SBIN
10%₹229 Cr2,777,500
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jul 10 | 532898
8%₹178 Cr5,885,554
NTPC Ltd (Utilities)
Equity, Since 31 Jul 10 | 532555
7%₹158 Cr4,343,244
Hindustan Copper Ltd (Basic Materials)
Equity, Since 30 Apr 21 | HINDCOPPER
5%₹119 Cr3,093,315
Steel Authority Of India Ltd (Basic Materials)
Equity, Since 29 Feb 24 | SAIL
5%₹107 Cr6,500,000
↑ 3,000,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 20 | 500312
4%₹98 Cr3,455,000
Housing & Urban Development Corp Ltd (Financial Services)
Equity, Since 30 Nov 22 | 540530
4%₹98 Cr4,350,000
National Aluminium Co Ltd (Basic Materials)
Equity, Since 31 Jul 23 | 532234
4%₹93 Cr5,000,000
↑ 1,000,000
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 31 Jul 23 | 500103
4%₹85 Cr3,000,000
Life Insurance Corporation of India (Financial Services)
Equity, Since 29 Feb 24 | 543526
4%₹83 Cr850,000
↑ 400,000

6. HDFC Infrastructure Fund

To seek long-term capital appreciation by investing predominantly in equity and equity related securities of companies engaged in or expected to benefit from growth and development of infrastructure.

HDFC Infrastructure Fund is a Equity - Sectoral fund was launched on 10 Mar 08. It is a fund with High risk and has given a CAGR/Annualized return of since its launch.  Ranked 26 in Sectoral category.  Return for 2023 was 55.4% , 2022 was 19.3% and 2021 was 43.2% .

Below is the key information for HDFC Infrastructure Fund

HDFC Infrastructure Fund
Growth
Launch Date 10 Mar 08
NAV (14 Jun 24) ₹47.495 ↑ 0.31   (0.67 %)
Net Assets (Cr) ₹1,894 on 30 Apr 24
Category Equity - Sectoral
AMC HDFC Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.56
Sharpe Ratio 4.46
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 19₹10,000
31 May 20₹5,430
31 May 21₹9,981
31 May 22₹11,381
31 May 23₹14,431
31 May 24₹25,743

HDFC 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 ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for HDFC 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 14 Jun 24

DurationReturns
1 Month 9.8%
3 Month 18.8%
6 Month 29.2%
1 Year 79.2%
3 Year 37.4%
5 Year 22.8%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
2023 55.4%
2022 19.3%
2021 43.2%
2020 -7.5%
2019 -3.4%
2018 -29%
2017 43.3%
2016 -1.9%
2015 -2.5%
2014 73.9%
Fund Manager information for HDFC Infrastructure Fund
NameSinceTenure
Srinivasan Ramamurthy12 Jan 240.3 Yr.
Dhruv Muchhal22 Jun 230.86 Yr.

Data below for HDFC Infrastructure Fund as on 30 Apr 24

Equity Sector Allocation
SectorValue
Industrials36.08%
Financial Services22.07%
Utility7.16%
Basic Materials7.14%
Energy6.51%
Communication Services3.49%
Consumer Cyclical1.72%
Technology1.53%
Real Estate1.06%
Asset Allocation
Asset ClassValue
Cash12.09%
Equity86.76%
Debt1.15%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
7%₹127 Cr1,100,000
↑ 25,000
J Kumar Infraprojects Ltd (Industrials)
Equity, Since 31 Oct 15 | JKIL
5%₹101 Cr1,500,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 23 | HDFCBANK
5%₹91 Cr600,000
↑ 100,000
Coal India Ltd (Energy)
Equity, Since 31 Oct 18 | COALINDIA
5%₹86 Cr1,900,000
Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Jan 23 | KPIL
4%₹80 Cr650,000
NTPC Ltd (Utilities)
Equity, Since 31 Dec 17 | 532555
4%₹76 Cr2,084,125
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 12 | LT
4%₹75 Cr209,762
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 20 | BHARTIARTL
3%₹66 Cr500,000
State Bank of India (Financial Services)
Equity, Since 31 Mar 08 | SBIN
3%₹58 Cr704,361
G R Infraprojects Ltd (Industrials)
Equity, Since 31 Jul 21 | 543317
3%₹50 Cr363,007

7. Canara Robeco Infrastructure

T o g e n e r a t e income/capital appreciation by investing in equities and equity related instruments of companies in the infrastructure sector. However, there can be no assurance that the investment objective of the scheme will be realized.

Canara Robeco Infrastructure is a Equity - Sectoral fund was launched on 2 Dec 05. It is a fund with High risk and has given a CAGR/Annualized return of 16.2% since its launch.  Return for 2023 was 41.2% , 2022 was 9% and 2021 was 56.1% .

Below is the key information for Canara Robeco Infrastructure

Canara Robeco Infrastructure
Growth
Launch Date 2 Dec 05
NAV (14 Jun 24) ₹161.3 ↑ 2.70   (1.70 %)
Net Assets (Cr) ₹597 on 30 Apr 24
Category Equity - Sectoral
AMC Canara Robeco Asset Management Co. Ltd.
Rating Not Rated
Risk High
Expense Ratio 2.52
Sharpe Ratio 3.19
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 May 19₹10,000
31 May 20₹7,738
31 May 21₹13,121
31 May 22₹15,517
31 May 23₹19,000
31 May 24₹32,724

Canara Robeco Infrastructure SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552
Invest Now

Returns for Canara Robeco Infrastructure

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Jun 24

DurationReturns
1 Month 15.7%
3 Month 33.2%
6 Month 41.9%
1 Year 74.6%
3 Year 37.3%
5 Year 28.5%
10 Year
15 Year
Since launch 16.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 41.2%
2022 9%
2021 56.1%
2020 9%
2019 2.3%
2018 -19.1%
2017 40.2%
2016 2.1%
2015 6.7%
2014 69.9%
Fund Manager information for Canara Robeco Infrastructure
NameSinceTenure
Vishal Mishra26 Jun 212.85 Yr.
Shridatta Bhandwaldar29 Sep 185.59 Yr.

Data below for Canara Robeco Infrastructure as on 30 Apr 24

Equity Sector Allocation
SectorValue
Industrials56.07%
Utility10.56%
Energy6.71%
Financial Services6.58%
Technology6.14%
Basic Materials4.53%
Consumer Cyclical2.63%
Real Estate2.42%
Asset Allocation
Asset ClassValue
Cash4.36%
Equity95.64%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 11 | LT
8%₹46 Cr128,901
↑ 5,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 18 | 532555
7%₹40 Cr1,090,716
↓ -3,884
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 19 | BEL
4%₹25 Cr1,049,000
Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 31 Aug 23 | POWERINDIA
4%₹24 Cr25,000
Siemens Ltd (Industrials)
Equity, Since 30 Apr 20 | 500550
4%₹24 Cr40,550
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Oct 09 | 532898
4%₹23 Cr777,546
↑ 125,000
REC Ltd (Financial Services)
Equity, Since 31 Aug 23 | 532955
3%₹21 Cr405,250
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE
3%₹20 Cr66,500
↑ 10,000
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 23 | 532810
3%₹19 Cr425,000
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Oct 23 | 500093
3%₹17 Cr305,000

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