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संयुक्त राज्य अमेरिका और कनाडा में स्थित अनिवासी भारतीय केवल कुछ में निवेश करने में सक्षम होंगेम्यूचुअल फंड हाउस भारत में। कई एएमसी (संपत्ति प्रबंधन कंपनियां) भारत में अभी तक संयुक्त राज्य अमेरिका या कनाडा में स्थित अनिवासी भारतीयों से निवेश की अनुमति नहीं है। ऐसा इसलिए है क्योंकि संयुक्त राज्य अमेरिका द्वारा अधिनियमित विदेशी खाता कर अनुपालन अधिनियम (FATCA) है। फिर भी, कुछ प्रमुख एएमसी हैं जहां एक एनआरआई पैसा निवेश करने की योजना बना सकता है। यहां हम एनआरआई के लिए केवाईसी प्रक्रिया को भी देखेंगेम्युचुअल फंड में निवेश भारत में, एनआरई, एनआरओ, एफसीएनआर खाता, साथ मेंसर्वश्रेष्ठ प्रदर्शन करने वाले म्युचुअल फंड अच्छा मुनाफा कमाने के लिए निवेश करना।
जब से एफएटीसीए आया है, कई एएमसी ने अमेरिका और कनाडा में स्थित एनआरआई से निवेश स्वीकार करना बंद कर दिया है क्योंकि इसमें एएमसी की ओर से बहुत सारी कागजी कार्रवाई और अनुपालन शामिल था।
विदेशी खाता कर अनुपालन अधिनियम सभी वित्तीय संस्थानों के लिए अनिवार्य है कि वे अमेरिकी सरकार के साथ अनिवासी भारतीयों (एनआरआई) सहित अमेरिकी नागरिकों से जुड़े लेनदेन का विवरण साझा करें। यह सुनिश्चित करने के लिए है कि अमेरिकी नागरिकों द्वारा कोई कर चोरी न होआय विदेशों में उत्पन्न। वर्ष 2015 में, भारत ने FATCA को लागू करने और अंतर्राष्ट्रीय कर अनुपालन में सुधार के लिए संयुक्त राज्य अमेरिका के साथ अंतर-सरकारी समझौते (IGA) पर हस्ताक्षर किए।
FATCA के तहत, सभी वित्तीय संस्थाएं जैसे म्यूचुअल फंड हाउस,बीमा कंपनी, बैंकों से अपेक्षा की जाती है कि वे भारत सरकार को अपने ग्राहक की जानकारी प्रस्तुत करें जिसे आगे यूएस/कनाडाई सरकार के साथ साझा किया जाएगा।
हालांकि, कुछ ऐसे म्युचुअल फंड हाउस हैं जो यूएस/कनाडा में एनआरआई बेस से निवेश स्वीकार करते हैं:
इनमें से प्रत्येक एएमसी की यूएस या कनाडा स्थित एनआरआई से निवेश स्वीकार करने की एक अलग शर्त है। इनमें से कुछ फंड हाउस केवल कागजी आवेदन फॉर्म में निवेश स्वीकार करते हैं, जबकि कुछ एनएसई एनएमएफआईआई या बीएसई स्टारएमएफ प्लेटफॉर्म आदि के माध्यम से ऑनलाइन आवेदन स्वीकार कर सकते हैं।
में निवेश करने के लिएम्यूचुअल फंड्स भारत में किसी भारतीय के साथ निम्नलिखित में से कोई भी खाता खोलना चाहिएबैंक:
यह अनिवासी बाहरी (एनआरई) खाता है जो बचत, चालू, स्थिर या के रूप में हो सकता हैआवर्ती जमा. आपको इस खाते में विदेशी मुद्रा जमा करनी होगी। भारतीय मुद्रा जमा करने में सक्षम होने के लिए, आपको एनआरओ खाता खोलना होगा। एनआरई खाते में लेनदेन राशि की कोई ऊपरी सीमा नहीं है।
एनआरओ या अनिवासी साधारण खाता बचत या चालू खाते के रूप में होता है जो एनआरआई के लिए भारत में अर्जित अपनी आय का प्रबंधन करने के लिए होता है। एनआरओ खाते में जमा होने के बाद विदेशी मुद्रा भारतीय रुपये में परिवर्तित हो जाती है। एक एनआरओ खाता किसी अन्य एनआरआई के साथ-साथ निवासी भारतीय (करीबी रिश्तेदार) के साथ संयुक्त रूप से रखा जा सकता है।
यह विदेशी मुद्रा गैर-प्रत्यावर्तनीय खाता जमा के लिए है। इस खाते में, अनिवासी भारतीय अपना प्रेषण कर सकते हैंआय कनाडा की $, US$, यूरो, AU$, येन और पाउंड जैसी छह मुद्राओं में से एक में। अन्य एफसीएनआर या एनआरई खातों से फंड ट्रांसफर किया जा सकता है। FCNR में, मूलधन और ब्याज पर कोई टैक्स नहीं लगता है।
एक बार जब आप इनमें से कोई भी खाता खोलते हैं, तो आपको केवाईसी मानदंडों के तहत अपना केवाईसी (अपने ग्राहक को जानें) सफलतापूर्वक पूरा करना होगा, जो कि किसके द्वारा निर्धारित हैसेबी (भारतीय प्रतिभूति विनिमय बोर्ड)। कोई भी सेबी-पंजीकृत किसी भी इंटरमीडिएट के साथ अपना केवाईसी पूरा कर सकता है।
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आपकी केवाईसी प्रक्रिया को सफलतापूर्वक पूरा करने के लिए, अनिवासी भारतीयों को कुछ महत्वपूर्ण चरणों को पूरा करने और दस्तावेज प्रस्तुत करने की आवश्यकता है जैसे:
एक एनआरआई को जमा करना होगाकेवाईसी फॉर्म सेबी पंजीकृत इंटरमीडिएट में भरे गए सभी आवश्यक विवरणों के साथ। दस्तावेजों को कूरियर / डाक द्वारा इंटरमीडिएट को भेजा जा सकता है।
निम्नलिखित आवश्यक दस्तावेज हैं जिन्हें जमा करने की आवश्यकता है:
मर्चेंट नेवी में अनिवासी भारतीयों के मामले में, एक नाविक की घोषणा या निरंतर निर्वहन प्रमाणपत्र की प्रमाणित प्रति प्रस्तुत की जानी चाहिए।
एनआरआई या पीआईओ (भारतीय मूल के व्यक्ति) भारत में पंजीकृत अनुसूचित वाणिज्यिक बैंकों की विदेशी शाखाओं के अधिकृत अधिकारियों, न्यायाधीश, कोर्ट मजिस्ट्रेट, सार्वजनिक नोटरी, या देश में भारतीय दूतावास / वाणिज्य दूतावास जनरल द्वारा प्रमाणित उपरोक्त दस्तावेज प्राप्त कर सकते हैं। स्थित हैं।
सेबी के नियमों के अनुसार केवाईसी प्रक्रिया के लिए आईपीवी अनिवार्य है। इंटरमीडिएट को एनआरआई/पीआईओ के आईपीवी का संचालन करना चाहिए।
कृपया ध्यान दें कि जमा करते समय उपरोक्त सभी दस्तावेज/प्रमाण अंग्रेजी भाषा में होने चाहिए।
Fund 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Sub Cat. L&T Emerging Businesses Fund Growth 0.9 11.5 51.1 32.7 23 46.1 Small Cap L&T Infrastructure Fund Growth 6 18.1 56.4 30.4 20.3 50.7 Sectoral Sundaram Small Cap Fund Growth 0.6 13.1 51.9 27.6 21.2 45.3 Small Cap Sundaram Infrastructure Advantage Fund Growth 9.1 24.5 58.5 27.3 20.4 41.7 Sectoral L&T India Value Fund Growth 7 21.2 54.1 26.7 20.7 39.4 Value UTI Transportation & Logistics Fund Growth 13 25.9 65.9 26.5 19.7 40.1 Sectoral UTI Infrastructure Fund Growth 9.5 25.8 54.9 24.8 19 38.2 Sectoral Sundaram Mid Cap Fund Growth 5.9 19 56.5 24.6 18.8 40.4 Mid Cap UTI Core Equity Fund Growth 6.6 17.9 49.8 23.1 18.7 34.4 Large & Mid Cap BNP Paribas Mid Cap Fund Growth 6.9 16.3 49.2 22.6 22.1 32.6 Mid Cap Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Mar 24
*फंड की सूची पिछले 3 साल के रिटर्न पर आधारित है।
To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian markets with key theme focus being emerging companies (small cap stocks). The Scheme could also additionally invest in Foreign Securities. L&T Emerging Businesses Fund is a Equity - Small Cap fund was launched on 12 May 14. It is a fund with High risk and has given a Below is the key information for L&T Emerging Businesses Fund Returns up to 1 year are on To generate capital appreciation by investing predominantly in equity and equity related instruments of companies in the infrastructure sector. L&T Infrastructure Fund is a Equity - Sectoral fund was launched on 27 Sep 07. It is a fund with High risk and has given a Below is the key information for L&T Infrastructure Fund Returns up to 1 year are on (Erstwhile Sundaram SMILE Fund) To primarily achieve capital appreciation by
investing in diversified stocks that are
generally termed as small and mid-caps and
by investing in other equities. Sundaram Small Cap Fund is a Equity - Small Cap fund was launched on 15 Feb 05. It is a fund with Moderately High risk and has given a Below is the key information for Sundaram Small Cap Fund Returns up to 1 year are on To generate consistent long-term returns by
investing predominantly in
equity/equity-related instruments of
companies engaged either directly or
indirectly in infrastructure- and infrastructure
related activities or expected to benefit from
the growth and development of infrastructure Sundaram Infrastructure Advantage Fund is a Equity - Sectoral fund was launched on 29 Sep 05. It is a fund with High risk and has given a Below is the key information for Sundaram Infrastructure Advantage Fund Returns up to 1 year are on To generate long-term capital appreciation from diversified portfolio of predominantly equity and equity related securities, in the Indian markets with higher focus on undervalued securities. The Scheme could also additionally invest in Foreign Securities in international markets. L&T India Value Fund is a Equity - Value fund was launched on 8 Jan 10. It is a fund with Moderately High risk and has given a Below is the key information for L&T India Value Fund Returns up to 1 year are on Investment Objective is “capital appreciation” through investments in stocks of the companies engaged in the transportation and logistics sector. UTI Transportation & Logistics Fund is a Equity - Sectoral fund was launched on 11 Apr 04. It is a fund with High risk and has given a Below is the key information for UTI Transportation & Logistics Fund Returns up to 1 year are on The investment objective of the Scheme is to provide income distribution and / or medium to long term "capital appreciation" by investing predominantly in equity / equity related instruments in the companies engaged either directly or indirectly in the infrastructure growth of the Indian economy. However, there is no assurance that the investment objective of the scheme will be achieved. UTI Infrastructure Fund is a Equity - Sectoral fund was launched on 7 Apr 04. It is a fund with High risk and has given a Below is the key information for UTI Infrastructure Fund Returns up to 1 year are on (Erstwhile Sundaram Select Midcap Fund) To achieve capital appreciation by investing
in diversified stocks that are generally termed
as mid-caps. Sundaram Mid Cap Fund is a Equity - Mid Cap fund was launched on 30 Jul 02. It is a fund with Moderately High risk and has given a Below is the key information for Sundaram Mid Cap Fund Returns up to 1 year are on (Erstwhile UTI Top 100 Fund) The fund aims to provide long term capital appreciation/dividend distribution by investing predominantly in equity and equity related instruments of top 100 stocks by market capitalisation. There can be no assurance that the investment objectives of the scheme will be realised. UTI Core Equity Fund is a Equity - Large & Mid Cap fund was launched on 20 May 09. It is a fund with Moderately High risk and has given a Below is the key information for UTI Core Equity Fund Returns up to 1 year are on The Investment objective of the scheme is to seek to generate long-term capital appreciation by investing primarily in companies with high growth opportunities in
the middle and small capitalization segment, defi ned as ‘Future Leaders’. The fund will emphasize on companies that appear to offer opportunities for long-term growth and will be inclined towards companies that are driven by dynamic style of management and entrepreneurial fl air. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns. BNP Paribas Mid Cap Fund is a Equity - Mid Cap fund was launched on 2 May 06. It is a fund with High risk and has given a Below is the key information for BNP Paribas Mid Cap Fund Returns up to 1 year are on 1. L&T Emerging Businesses Fund
CAGR/Annualized
return of 21.6% since its launch. Ranked 2 in Small Cap
category. Return for 2023 was 46.1% , 2022 was 1% and 2021 was 77.4% . L&T Emerging Businesses Fund
Growth Launch Date 12 May 14 NAV (27 Mar 24) ₹69.1417 ↑ 0.37 (0.54 %) Net Assets (Cr) ₹13,747 on 29 Feb 24 Category Equity - Small Cap AMC L&T Investment Management Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 1.84 Sharpe Ratio 3.03 Information Ratio 0.68 Alpha Ratio -2.22 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 28 Feb 19 ₹10,000 29 Feb 20 ₹9,397 28 Feb 21 ₹12,554 28 Feb 22 ₹18,380 28 Feb 23 ₹20,116 29 Feb 24 ₹30,582 Returns for L&T Emerging Businesses Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 27 Mar 24 Duration Returns 1 Month -4.7% 3 Month 0.9% 6 Month 11.5% 1 Year 51.1% 3 Year 32.7% 5 Year 23% 10 Year 15 Year Since launch 21.6% Historical performance (Yearly) on absolute basis
Year Returns 2023 46.1% 2022 1% 2021 77.4% 2020 15.5% 2019 -8.1% 2018 -13.7% 2017 66.5% 2016 10.2% 2015 12.3% 2014 Fund Manager information for L&T Emerging Businesses Fund
Name Since Tenure Venugopal Manghat 17 Dec 19 4.21 Yr. Cheenu Gupta 1 Oct 23 0.42 Yr. Sonal Gupta 1 Oct 23 0.42 Yr. Data below for L&T Emerging Businesses Fund as on 29 Feb 24
Equity Sector Allocation
Sector Value Industrials 33.72% Basic Materials 15.84% Consumer Cyclical 14.05% Technology 10.5% Financial Services 8.66% Real Estate 6.37% Health Care 4.85% Consumer Defensive 2.52% Energy 0.86% Asset Allocation
Asset Class Value Cash 1.8% Equity 98.2% Top Securities Holdings / Portfolio
Name Holding Value Quantity Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS3% ₹444 Cr 701,601 Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Jul 19 | 5329293% ₹420 Cr 4,094,400
↑ 302,782 Sonata Software Ltd (Technology)
Equity, Since 31 Jul 18 | SONATSOFTW3% ₹376 Cr 4,896,490 KPIT Technologies Ltd (Technology)
Equity, Since 30 Sep 21 | KPITTECH2% ₹339 Cr 2,188,200 Birlasoft Ltd (Technology)
Equity, Since 31 Aug 20 | BSOFT2% ₹336 Cr 3,958,708
↓ -459,235 EIH Ltd (Consumer Cyclical)
Equity, Since 31 May 17 | 5008402% ₹329 Cr 10,023,622 KEI Industries Ltd (Industrials)
Equity, Since 31 Jan 20 | KEI2% ₹315 Cr 985,358 Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 30 Nov 17 | RATNAMANI2% ₹311 Cr 870,422 K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | KPRMILL2% ₹291 Cr 3,686,897
↓ -1,294,742 Maharashtra Seamless Ltd (Basic Materials)
Equity, Since 31 Dec 16 | MAHSEAMLES2% ₹275 Cr 2,607,628 2. L&T Infrastructure Fund
CAGR/Annualized
return of 8.7% since its launch. Return for 2023 was 50.7% , 2022 was 3.1% and 2021 was 56.3% . L&T Infrastructure Fund
Growth Launch Date 27 Sep 07 NAV (27 Mar 24) ₹39.5402 ↑ 0.33 (0.84 %) Net Assets (Cr) ₹2,188 on 29 Feb 24 Category Equity - Sectoral AMC L&T Investment Management Ltd Rating Risk High Expense Ratio 2.2 Sharpe Ratio 3.05 Information Ratio 0.4 Alpha Ratio 6.37 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 28 Feb 19 ₹10,000 29 Feb 20 ₹9,919 28 Feb 21 ₹12,119 28 Feb 22 ₹15,565 28 Feb 23 ₹16,979 29 Feb 24 ₹26,708 Returns for L&T Infrastructure Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 27 Mar 24 Duration Returns 1 Month -1% 3 Month 6% 6 Month 18.1% 1 Year 56.4% 3 Year 30.4% 5 Year 20.3% 10 Year 15 Year Since launch 8.7% Historical performance (Yearly) on absolute basis
Year Returns 2023 50.7% 2022 3.1% 2021 56.3% 2020 1.6% 2019 -3.1% 2018 -17.1% 2017 61.1% 2016 8.6% 2015 6.8% 2014 65.5% Fund Manager information for L&T Infrastructure Fund
Name Since Tenure Venugopal Manghat 17 Dec 19 4.21 Yr. Gautam Bhupal 26 Nov 22 1.26 Yr. Sonal Gupta 26 Nov 22 1.26 Yr. Data below for L&T Infrastructure Fund as on 29 Feb 24
Equity Sector Allocation
Sector Value Industrials 55.57% Basic Materials 15.82% Utility 7.76% Energy 6.21% Real Estate 4.75% Communication Services 3.85% Technology 2.6% Consumer Cyclical 2.24% Asset Allocation
Asset Class Value Cash 1.2% Equity 98.8% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 12 | LT9% ₹195 Cr 560,008 NTPC Ltd (Utilities)
Equity, Since 31 Jan 22 | 5325558% ₹171 Cr 5,385,500 Bharat Electronics Ltd (Industrials)
Equity, Since 30 Sep 15 | BEL7% ₹146 Cr 7,846,100 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 20 | RELIANCE4% ₹91 Cr 318,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | ULTRACEMCO4% ₹90 Cr 88,900 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 17 | BHARTIARTL4% ₹82 Cr 700,800 Finolex Cables Ltd (Industrials)
Equity, Since 30 Jun 18 | FINCABLES3% ₹67 Cr 611,600 Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Mar 17 | 5329293% ₹61 Cr 594,867 Century Textiles & Industries Ltd (Basic Materials)
Equity, Since 31 Jan 18 | 5000403% ₹57 Cr 397,700 ABB India Ltd (Industrials)
Equity, Since 30 Jun 19 | ABB3% ₹55 Cr 118,600 3. Sundaram Small Cap Fund
CAGR/Annualized
return of 17.5% since its launch. Ranked 19 in Small Cap
category. Return for 2023 was 45.3% , 2022 was -2.1% and 2021 was 60.3% . Sundaram Small Cap Fund
Growth Launch Date 15 Feb 05 NAV (27 Mar 24) ₹216.818 ↑ 0.89 (0.41 %) Net Assets (Cr) ₹3,056 on 29 Feb 24 Category Equity - Small Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.12 Sharpe Ratio 3.4 Information Ratio -0.22 Alpha Ratio 2.2 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 28 Feb 19 ₹10,000 29 Feb 20 ₹10,483 28 Feb 21 ₹13,663 28 Feb 22 ₹18,324 28 Feb 23 ₹19,331 29 Feb 24 ₹29,486 Returns for Sundaram Small Cap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 27 Mar 24 Duration Returns 1 Month -4% 3 Month 0.6% 6 Month 13.1% 1 Year 51.9% 3 Year 27.6% 5 Year 21.2% 10 Year 15 Year Since launch 17.5% Historical performance (Yearly) on absolute basis
Year Returns 2023 45.3% 2022 -2.1% 2021 60.3% 2020 26.2% 2019 -6.1% 2018 -29.2% 2017 55.6% 2016 -0.1% 2015 7.8% 2014 108.7% Fund Manager information for Sundaram Small Cap Fund
Name Since Tenure Ravi Gopalakrishnan 1 Jan 22 2.16 Yr. Rohit Seksaria 1 Nov 22 1.33 Yr. Data below for Sundaram Small Cap Fund as on 29 Feb 24
Equity Sector Allocation
Sector Value Financial Services 26.87% Industrials 16.04% Consumer Cyclical 12.13% Technology 10.74% Health Care 8.73% Basic Materials 6.35% Consumer Defensive 4.85% Real Estate 3.47% Communication Services 2.37% Utility 1.36% Asset Allocation
Asset Class Value Cash 4.83% Equity 95.17% Top Securities Holdings / Portfolio
Name Holding Value Quantity KSB Ltd (Industrials)
Equity, Since 31 May 14 | KSB3% ₹91 Cr 248,570 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Jun 20 | MCX3% ₹90 Cr 264,711
↓ -28,560 KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 21 | KEI3% ₹86 Cr 268,580
↓ -8,894 Can Fin Homes Ltd (Financial Services)
Equity, Since 30 Sep 20 | CANFINHOME3% ₹86 Cr 1,102,494 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG3% ₹83 Cr 700,492 Suven Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Jan 21 | SUVENPHAR3% ₹81 Cr 1,208,099
↓ -63,613 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 23 | ICICIBANK3% ₹80 Cr 775,149 Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Aug 23 | 5328103% ₹78 Cr 1,754,986 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | 5230252% ₹71 Cr 350,728
↑ 15,722 Ujjivan Financial Services Limited
Equity, Since 31 Jan 23 | -2% ₹69 Cr 1,219,075 4. Sundaram Infrastructure Advantage Fund
CAGR/Annualized
return of 12% since its launch. Return for 2023 was 41.7% , 2022 was 2.1% and 2021 was 49.5% . Sundaram Infrastructure Advantage Fund
Growth Launch Date 29 Sep 05 NAV (27 Mar 24) ₹81.2425 ↑ 0.58 (0.72 %) Net Assets (Cr) ₹865 on 29 Feb 24 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating Risk High Expense Ratio 2.55 Sharpe Ratio 3.29 Information Ratio 0.01 Alpha Ratio 5.2 Min Investment 100,000 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 28 Feb 19 ₹10,000 29 Feb 20 ₹10,404 28 Feb 21 ₹13,257 28 Feb 22 ₹16,251 28 Feb 23 ₹17,434 29 Feb 24 ₹27,042 Returns for Sundaram Infrastructure Advantage Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 27 Mar 24 Duration Returns 1 Month 0.3% 3 Month 9.1% 6 Month 24.5% 1 Year 58.5% 3 Year 27.3% 5 Year 20.4% 10 Year 15 Year Since launch 12% Historical performance (Yearly) on absolute basis
Year Returns 2023 41.7% 2022 2.1% 2021 49.5% 2020 10.4% 2019 2.2% 2018 -21.9% 2017 55.5% 2016 -0.5% 2015 4.8% 2014 57.6% Fund Manager information for Sundaram Infrastructure Advantage Fund
Name Since Tenure Ratish Varier 23 Jul 20 3.61 Yr. Ashish Aggarwal 1 Jan 22 2.16 Yr. Data below for Sundaram Infrastructure Advantage Fund as on 29 Feb 24
Equity Sector Allocation
Sector Value Industrials 40.97% Energy 11.89% Utility 11.85% Basic Materials 10.7% Financial Services 6.58% Communication Services 6.28% Technology 3.36% Consumer Cyclical 2.55% Real Estate 2.28% Asset Allocation
Asset Class Value Cash 3.55% Equity 96.45% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 09 | LT9% ₹76 Cr 218,850
↓ -11,630 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 18 | RELIANCE7% ₹62 Cr 218,000
↑ 23,000 NTPC Ltd (Utilities)
Equity, Since 31 Jan 22 | 5325556% ₹54 Cr 1,710,000
↓ -30,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | BHARTIARTL6% ₹53 Cr 454,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | ULTRACEMCO5% ₹41 Cr 40,000 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 22 | BEL3% ₹24 Cr 1,300,000 KSB Ltd (Industrials)
Equity, Since 31 Aug 17 | KSB2% ₹21 Cr 57,000
↓ -2,607 Esab India Ltd (Industrials)
Equity, Since 30 Jun 17 | ESABINDIA2% ₹20 Cr 36,600 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Mar 22 | 5328982% ₹20 Cr 753,333 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | ICICIBANK2% ₹17 Cr 170,000
↓ -110,000 5. L&T India Value Fund
CAGR/Annualized
return of 16.8% since its launch. Ranked 4 in Value
category. Return for 2023 was 39.4% , 2022 was 5.2% and 2021 was 40.3% . L&T India Value Fund
Growth Launch Date 8 Jan 10 NAV (27 Mar 24) ₹90.8853 ↑ 0.17 (0.19 %) Net Assets (Cr) ₹11,536 on 29 Feb 24 Category Equity - Value AMC L&T Investment Management Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 1.84 Sharpe Ratio 3.73 Information Ratio 1.49 Alpha Ratio 15.51 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 28 Feb 19 ₹10,000 29 Feb 20 ₹10,370 28 Feb 21 ₹13,484 28 Feb 22 ₹16,654 28 Feb 23 ₹17,911 29 Feb 24 ₹27,653 Returns for L&T India Value Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 27 Mar 24 Duration Returns 1 Month -2.6% 3 Month 7% 6 Month 21.2% 1 Year 54.1% 3 Year 26.7% 5 Year 20.7% 10 Year 15 Year Since launch 16.8% Historical performance (Yearly) on absolute basis
Year Returns 2023 39.4% 2022 5.2% 2021 40.3% 2020 14.6% 2019 4.6% 2018 -11.4% 2017 41.3% 2016 8.1% 2015 12.9% 2014 74.1% Fund Manager information for L&T India Value Fund
Name Since Tenure Venugopal Manghat 24 Nov 12 11.27 Yr. Gautam Bhupal 1 Oct 23 0.42 Yr. Sonal Gupta 1 Oct 23 0.42 Yr. Data below for L&T India Value Fund as on 29 Feb 24
Equity Sector Allocation
Sector Value Financial Services 26.24% Industrials 16.5% Basic Materials 15.85% Technology 10.63% Consumer Cyclical 8.29% Real Estate 4.96% Utility 4.75% Consumer Defensive 3.76% Energy 3.53% Health Care 2.48% Communication Services 1.75% Asset Allocation
Asset Class Value Cash 1.26% Equity 98.74% Top Securities Holdings / Portfolio
Name Holding Value Quantity NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | 5325555% ₹534 Cr 16,821,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK4% ₹451 Cr 4,382,100 Jindal Stainless Ltd (Basic Materials)
Equity, Since 31 Jul 21 | JSL4% ₹426 Cr 7,379,629 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN3% ₹369 Cr 5,766,900 Indian Bank (Financial Services)
Equity, Since 31 Oct 21 | 5328143% ₹307 Cr 6,147,000
↑ 1,230,386 Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 15 | RELIANCE3% ₹285 Cr 998,200
↑ 186,100 Canara Bank (Financial Services)
Equity, Since 31 Jan 22 | 5324832% ₹279 Cr 5,780,094
↑ 242,294 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Mar 17 | SUNPHARMA2% ₹278 Cr 1,962,700 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Sep 23 | MCX2% ₹273 Cr 798,650
↑ 33,800 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | 5900032% ₹261 Cr 13,164,300 6. UTI Transportation & Logistics Fund
CAGR/Annualized
return of 17% since its launch. Ranked 19 in Sectoral
category. Return for 2023 was 40.1% , 2022 was 14.7% and 2021 was 24.3% . UTI Transportation & Logistics Fund
Growth Launch Date 11 Apr 04 NAV (27 Mar 24) ₹231.269 ↑ 1.28 (0.56 %) Net Assets (Cr) ₹2,989 on 29 Feb 24 Category Equity - Sectoral AMC UTI Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2.33 Sharpe Ratio 2.85 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 28 Feb 19 ₹10,000 29 Feb 20 ₹8,709 28 Feb 21 ₹12,668 28 Feb 22 ₹13,823 28 Feb 23 ₹15,613 29 Feb 24 ₹24,287 Returns for UTI Transportation & Logistics Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 27 Mar 24 Duration Returns 1 Month 0.5% 3 Month 13% 6 Month 25.9% 1 Year 65.9% 3 Year 26.5% 5 Year 19.7% 10 Year 15 Year Since launch 17% Historical performance (Yearly) on absolute basis
Year Returns 2023 40.1% 2022 14.7% 2021 24.3% 2020 11% 2019 -8.7% 2018 -19.5% 2017 39.6% 2016 4.8% 2015 5.7% 2014 104% Fund Manager information for UTI Transportation & Logistics Fund
Name Since Tenure Sachin Trivedi 22 Sep 16 7.44 Yr. Data below for UTI Transportation & Logistics Fund as on 29 Feb 24
Equity Sector Allocation
Sector Value Consumer Cyclical 78.07% Industrials 15.5% Financial Services 0.9% Asset Allocation
Asset Class Value Cash 5.53% Equity 94.47% Top Securities Holdings / Portfolio
Name Holding Value Quantity Tata Motors Ltd (Consumer Cyclical)
Equity, Since 30 Apr 04 | TATAMOTORS13% ₹382 Cr 4,320,978 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 04 | M&M11% ₹309 Cr 1,868,001
↓ -40,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 04 | MARUTI10% ₹287 Cr 281,783
↓ -7,000 Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 30 Apr 18 | 5329779% ₹249 Cr 325,313
↑ 10,441 Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 30 Nov 08 | EICHERMOT8% ₹224 Cr 582,702 Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | HEROMOTOCO6% ₹160 Cr 347,269
↑ 15,000 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 13 | ADANIPORTS4% ₹118 Cr 980,911
↑ 149,178 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 May 18 | INDIGO4% ₹101 Cr 341,061 Apollo Tyres Ltd (Consumer Cyclical)
Equity, Since 31 Jan 14 | 5008773% ₹91 Cr 1,677,046 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 19 | 5323433% ₹88 Cr 438,725 7. UTI Infrastructure Fund
CAGR/Annualized
return of 14% since its launch. Ranked 28 in Sectoral
category. Return for 2023 was 38.2% , 2022 was 8.8% and 2021 was 39.4% . UTI Infrastructure Fund
Growth Launch Date 7 Apr 04 NAV (27 Mar 24) ₹125.918 ↑ 1.19 (0.95 %) Net Assets (Cr) ₹2,042 on 29 Feb 24 Category Equity - Sectoral AMC UTI Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 2.3 Sharpe Ratio 3.12 Information Ratio -0.45 Alpha Ratio 1.9 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 28 Feb 19 ₹10,000 29 Feb 20 ₹10,770 28 Feb 21 ₹13,526 28 Feb 22 ₹15,523 28 Feb 23 ₹16,939 29 Feb 24 ₹25,706 Returns for UTI Infrastructure Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 27 Mar 24 Duration Returns 1 Month 0.9% 3 Month 9.5% 6 Month 25.8% 1 Year 54.9% 3 Year 24.8% 5 Year 19% 10 Year 15 Year Since launch 14% Historical performance (Yearly) on absolute basis
Year Returns 2023 38.2% 2022 8.8% 2021 39.4% 2020 3.4% 2019 6.7% 2018 -15.6% 2017 41.4% 2016 4% 2015 -5.5% 2014 60.1% Fund Manager information for UTI Infrastructure Fund
Name Since Tenure Sachin Trivedi 1 Sep 21 2.5 Yr. Data below for UTI Infrastructure Fund as on 29 Feb 24
Equity Sector Allocation
Sector Value Industrials 40.4% Utility 14.47% Communication Services 10.63% Energy 8.97% Basic Materials 8.3% Financial Services 6.01% Real Estate 4.29% Consumer Cyclical 3.86% Asset Allocation
Asset Class Value Cash 3.08% Equity 96.92% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Sep 05 | LT12% ₹232 Cr 667,396 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 17 | BHARTIARTL10% ₹203 Cr 1,737,500 NTPC Ltd (Utilities)
Equity, Since 31 Dec 18 | 5325558% ₹166 Cr 5,232,701 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 12 | ULTRACEMCO6% ₹120 Cr 118,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 22 | RELIANCE5% ₹108 Cr 380,000
↑ 80,000 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Dec 15 | BEL3% ₹67 Cr 3,601,587
↓ -350,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 11 | 5322153% ₹62 Cr 581,655 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | ICICIBANK3% ₹59 Cr 573,320 Torrent Power Ltd (Utilities)
Equity, Since 28 Feb 17 | 5327793% ₹52 Cr 500,759 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 13 | ADANIPORTS3% ₹52 Cr 428,278
↑ 37,924 8. Sundaram Mid Cap Fund
CAGR/Annualized
return of 24.2% since its launch. Ranked 13 in Mid Cap
category. Return for 2023 was 40.4% , 2022 was 4.8% and 2021 was 37.5% . Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (27 Mar 24) ₹1,093.7 ↑ 0.12 (0.01 %) Net Assets (Cr) ₹10,262 on 29 Feb 24 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.86 Sharpe Ratio 3.06 Information Ratio -0.84 Alpha Ratio 1.02 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 28 Feb 19 ₹10,000 29 Feb 20 ₹10,793 28 Feb 21 ₹13,155 28 Feb 22 ₹15,465 28 Feb 23 ₹16,465 29 Feb 24 ₹25,011 Returns for Sundaram Mid Cap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 27 Mar 24 Duration Returns 1 Month -0.6% 3 Month 5.9% 6 Month 19% 1 Year 56.5% 3 Year 24.6% 5 Year 18.8% 10 Year 15 Year Since launch 24.2% Historical performance (Yearly) on absolute basis
Year Returns 2023 40.4% 2022 4.8% 2021 37.5% 2020 11.8% 2019 -0.3% 2018 -15.4% 2017 40.8% 2016 11.3% 2015 11.2% 2014 75% Fund Manager information for Sundaram Mid Cap Fund
Name Since Tenure S. Bharath 24 Feb 21 3.02 Yr. Ratish Varier 24 Feb 21 3.02 Yr. Data below for Sundaram Mid Cap Fund as on 29 Feb 24
Equity Sector Allocation
Sector Value Financial Services 25.05% Industrials 20.93% Consumer Cyclical 16.51% Health Care 10.97% Basic Materials 8.15% Technology 6.06% Utility 3.07% Real Estate 2.02% Consumer Defensive 1.91% Energy 1.31% Communication Services 1.08% Asset Allocation
Asset Class Value Cash 2.68% Equity 97.06% Top Securities Holdings / Portfolio
Name Holding Value Quantity Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 23 | 5328104% ₹447 Cr 10,093,505
↓ -1,906,495 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 21 | TIINDIA4% ₹356 Cr 914,499 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK3% ₹326 Cr 22,120,395 Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004803% ₹311 Cr 1,355,000
↓ -25,221 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 21 | SHRIRAMFIN3% ₹301 Cr 1,221,552
↓ -121,527 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL3% ₹292 Cr 8,345,000
↓ -75,000 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 5002513% ₹271 Cr 877,784
↓ -5,000 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 5328433% ₹264 Cr 6,115,000
↓ -85,000 REC Ltd (Financial Services)
Equity, Since 31 Jul 23 | 5329553% ₹259 Cr 5,191,133
↑ 46,140 Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 22 | PERSISTENT2% ₹226 Cr 270,000 9. UTI Core Equity Fund
CAGR/Annualized
return of 13.7% since its launch. Ranked 29 in Large & Mid Cap
category. Return for 2023 was 34.4% , 2022 was 4.6% and 2021 was 40.8% . UTI Core Equity Fund
Growth Launch Date 20 May 09 NAV (27 Mar 24) ₹145.251 ↑ 0.77 (0.53 %) Net Assets (Cr) ₹2,643 on 29 Feb 24 Category Equity - Large & Mid Cap AMC UTI Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.46 Sharpe Ratio 2.9 Information Ratio 0.09 Alpha Ratio 2.15 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 28 Feb 19 ₹10,000 29 Feb 20 ₹9,827 28 Feb 21 ₹13,397 28 Feb 22 ₹15,900 28 Feb 23 ₹16,989 29 Feb 24 ₹24,608 Returns for UTI Core Equity Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 27 Mar 24 Duration Returns 1 Month 0.2% 3 Month 6.6% 6 Month 17.9% 1 Year 49.8% 3 Year 23.1% 5 Year 18.7% 10 Year 15 Year Since launch 13.7% Historical performance (Yearly) on absolute basis
Year Returns 2023 34.4% 2022 4.6% 2021 40.8% 2020 12.8% 2019 1.5% 2018 -7.9% 2017 35.2% 2016 3.4% 2015 0.5% 2014 41.7% Fund Manager information for UTI Core Equity Fund
Name Since Tenure V Srivatsa 17 May 17 6.79 Yr. Data below for UTI Core Equity Fund as on 29 Feb 24
Equity Sector Allocation
Sector Value Financial Services 32.52% Consumer Cyclical 12.82% Health Care 10.21% Technology 8.7% Basic Materials 6.76% Energy 6.26% Industrials 5.83% Consumer Defensive 3.76% Utility 3.18% Communication Services 2.82% Real Estate 1.66% Asset Allocation
Asset Class Value Cash 5.49% Equity 94.51% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | HDFCBANK9% ₹213 Cr 1,453,519
↑ 179,488 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 06 | ICICIBANK5% ₹131 Cr 1,278,357
↑ 142,123 Reliance Industries Ltd (Energy)
Equity, Since 29 Feb 20 | RELIANCE5% ₹113 Cr 397,000
↑ 4,091 Infosys Ltd (Technology)
Equity, Since 28 Feb 06 | INFY3% ₹81 Cr 485,432
↓ -30,658 Oracle Financial Services Software Ltd (Technology)
Equity, Since 31 Aug 21 | OFSS3% ₹80 Cr 122,041
↑ 4,325 The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 17 | FEDERALBNK3% ₹79 Cr 5,345,792
↑ 511,448 ITC Ltd (Consumer Defensive)
Equity, Since 31 Dec 08 | ITC3% ₹68 Cr 1,544,785
↑ 110,822 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 14 | LT2% ₹60 Cr 172,444 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | 5322152% ₹57 Cr 536,553
↑ 55,795 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | M&M2% ₹55 Cr 333,016 10. BNP Paribas Mid Cap Fund
CAGR/Annualized
return of 12.6% since its launch. Ranked 18 in Mid Cap
category. Return for 2023 was 32.6% , 2022 was 4.7% and 2021 was 41.5% . BNP Paribas Mid Cap Fund
Growth Launch Date 2 May 06 NAV (27 Mar 24) ₹84.0925 ↑ 0.18 (0.21 %) Net Assets (Cr) ₹1,791 on 29 Feb 24 Category Equity - Mid Cap AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆ Risk High Expense Ratio 2.19 Sharpe Ratio 3.3 Information Ratio -0.8 Alpha Ratio 3.57 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 19 ₹10,000 29 Feb 20 ₹11,449 28 Feb 21 ₹15,534 28 Feb 22 ₹18,920 28 Feb 23 ₹19,622 29 Feb 24 ₹28,787 Returns for BNP Paribas Mid Cap Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 27 Mar 24 Duration Returns 1 Month -1.8% 3 Month 6.9% 6 Month 16.3% 1 Year 49.2% 3 Year 22.6% 5 Year 22.1% 10 Year 15 Year Since launch 12.6% Historical performance (Yearly) on absolute basis
Year Returns 2023 32.6% 2022 4.7% 2021 41.5% 2020 23.1% 2019 5.2% 2018 -17.5% 2017 49% 2016 -1.2% 2015 15.3% 2014 65.6% Fund Manager information for BNP Paribas Mid Cap Fund
Name Since Tenure Shiv Chanani 13 Jul 22 1.64 Yr. Miten Vora 1 Dec 22 1.25 Yr. Data below for BNP Paribas Mid Cap Fund as on 29 Feb 24
Equity Sector Allocation
Sector Value Consumer Cyclical 19.67% Financial Services 18.22% Industrials 14.93% Health Care 13.09% Technology 9.94% Basic Materials 9.1% Consumer Defensive 5.35% Utility 4.37% Real Estate 2.43% Asset Allocation
Asset Class Value Cash 2.35% Equity 97.1% Debt 0.55% Top Securities Holdings / Portfolio
Name Holding Value Quantity Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 21 | 5008503% ₹59 Cr 1,000,000 PB Fintech Ltd (Financial Services)
Equity, Since 28 Feb 23 | 5433903% ₹58 Cr 500,000
↑ 75,000 NHPC Ltd (Utilities)
Equity, Since 31 Mar 22 | NHPC3% ₹53 Cr 6,000,000
↓ -300,000 Lupin Ltd (Healthcare)
Equity, Since 28 Feb 22 | 5002573% ₹52 Cr 320,000 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Oct 22 | 5031003% ₹48 Cr 175,000 Indian Bank (Financial Services)
Equity, Since 30 Jun 21 | 5328143% ₹47 Cr 900,000 Sundaram Finance Ltd (Financial Services)
Equity, Since 31 May 16 | SUNDARMFIN3% ₹46 Cr 110,000 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 5323433% ₹45 Cr 210,000 Zydus Lifesciences Ltd (Healthcare)
Equity, Since 31 Mar 23 | 5323212% ₹45 Cr 475,000 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | 5002512% ₹45 Cr 115,000