+91-22-48913909अस्थिर स्टॉक से निपटना
जब स्टॉकमंडी पहाड़ियों और घाटियों में जाता है, वित्तीय बाजार के बारे में पूरी धारणा बदल जाती है और बदल जाती है। उतार-चढ़ाव, बार-बार होने पर, नकारात्मक पक्ष के जोखिम का अधिक आंकलन आवर्ती हो जाता है।
कुछ भी महत्वपूर्ण खोने का यह नकारात्मक जोखिम निवेशकों, विशेष रूप से नए लोगों को शेयरों से दूर रहने के लिए पर्याप्त भय के साथ छोड़ देता है। हालांकि, उच्च गति वाले शेयरों के संबंध में एक पहलू, जिसे अस्थिर स्टॉक के रूप में भी जाना जाता है, यह है कि वे प्रमुख वित्तीय लाभ के साथ आते हैं।
इस पोस्ट में, अस्थिरता के बारे में और जानें कि आपको कब सतर्क रहना चाहिएनिवेश ऐसे शेयरों में।
अस्थिरता को परिभाषित करना
सीधे शब्दों में कहें; अस्थिरता एक सांख्यिकीय उपाय है जो रिटर्न का आकलन करता है'श्रेणी एक विशिष्ट के लिएबाजार सूचकांक या स्टॉक। यह रिटर्न के बीच एक मानक या विचरण विचलन के साथ विचलन को मापता है। किसी स्टॉक की अस्थिरता उस राशि के बराबर होती है, जो कुछ स्टॉक उस मूल कीमत से अलग हो जाएगी, जिस पर पहले कारोबार किया जा रहा था।
इसे एक पेंडुलम के रूप में माना जा सकता है। पेंडुलम अपनी मूल स्थिति से जितना अधिक हिलता है, उतना ही अधिक अस्थिर होता है और इसके विपरीत। उच्च अस्थिरता के साथ, फैलाव व्यापक होगा; इसलिए, व्यापक मूल्य सीमा होगी।
जहां तक कम अस्थिरता की बात है तो स्थिति बिल्कुल उलट होगी। अस्थिर शेयरों के सर्वोत्तम पहलुओं में से एक यह है कि अस्थिरता की गणना की जा सकती है; इस प्रकार, मुनाफे को अधिकतम करने के लिए उन पर रणनीतिक रूप से कार्रवाई की जा सकती है।
सक्रिय निवेशकों के लिए, अस्थिरता एक दुश्मन की तुलना में मित्र का अधिक है। अपसाइड फायदे न केवल स्पष्ट हैं बल्कि स्टॉक में लॉन्ग पोजीशन की तुलना में तुलनात्मक रूप से अधिक हैं।
Talk to our investment specialist
एक अस्थिर स्टॉक की पहचान
सबसे अस्थिर शेयरों को आसानी से पहचाना जा सकता हैबीटा अनुक्रमणिका। यह सूचकांक उस प्रभाव पर विचार करता है जो शेयर बाजार में उतार-चढ़ाव एक निश्चित शेयर मूल्य पर पैदा करता है और इसकी तुलना बेंचमार्क इंडेक्स के परिवर्तनों से करता है।
1 के बीटा मान वाले शेयरों को अपेक्षाकृत सुरक्षित निवेश माना जाता है, यह देखते हुए कि बाजार में उतार-चढ़ाव बड़ी कंपनियों द्वारा प्रतिबिंबित परिवर्तनों के समानुपाती होते हैं। दूसरी ओर, 1 से कम बीटा मान वाले शेयर का अर्थ है कि यह स्थिर सुरक्षा है।
यह ध्यान में रखते हुए कि 1 से अधिक बीटा बाज़ार परिवर्तन के साथ व्यापक उतार-चढ़ाव को दर्शाता है; इसे जोखिम भरा निवेश माना जाता है। इस तरह, यदि स्टॉक में बीटा मान 1 से अधिक हैं, तो आप उन्हें उच्च अस्थिरता वाले स्टॉक के रूप में ले सकते हैं।
साथ ही, शेयर बाजार के संकेतकों में मामूली बदलाव भी अस्थिरता दरों को प्रभावित करते हैं। वर्तमान आर्थिक स्थिति में, कोई भी संकेत जो परिवर्तन की ओर ले जाता है, कंपनी के प्रदर्शन के संदर्भ में अनिश्चितता पैदा कर सकता है। इसलिए, यह बाजार में संपत्ति की खरीद और / या बिक्री में भारी मांग पैदा करता है, जिससे अनिश्चित शेयर बाजार में अस्थिरता पैदा होती है।
उच्च अस्थिर स्टॉक के लाभ
- उच्च रिटर्न
- सभी निवेश उद्देश्यों और लक्ष्यों के लिए उपयुक्त
- कमतर लागतें
- बाजार मूल्य में गिरावट
- कम बाजार की मांग
नुकसान
- भारी जोखिम
- कोई लाभांश भुगतान नहीं
- फंसा हुआ मूल्य
- क्षेत्रवार गिरावट
भारत में सबसे अधिक अस्थिर स्टॉक
सिप्ला
1935 में स्थापित, सिप्ला लिमिटेड एक बहुराष्ट्रीय दवा कंपनी है, जो भारत में स्थित है। मुख्य रूप से, यह फर्म अवसाद, वजन नियंत्रण, मधुमेह, गठिया, हृदय रोग, श्वसन संबंधी समस्याओं और अन्य चिकित्सा स्थितियों के लिए दवाएं विकसित करती है।
वर्तमान में, सिप्ला स्टॉक की कीमत 790.50 रुपये है। स्टॉक में कोई बड़ी कमजोरी नहीं होने के कारण, सिप्ला स्टॉक में कई तरह के मजबूत कारक भी हैं।
भरोसा
मुंबई में 1973 में स्थापित, रिलायंस इंडस्ट्रीज लिमिटेड एक बहुराष्ट्रीय समूह है जिसके पूरे भारत में कई तरह के व्यवसाय हैं। रिलायंस प्रमुख रूप से दूरसंचार, खुदरा, प्राकृतिक संसाधन, कपड़ा, पेट्रोकेमिकल और ऊर्जा में काम कर रही है।
रिलायंस का शेयर 1,992.45 रुपये की कीमत पर चल रहा है। मजबूती और कमजोरी के मामले में यह कंपनी दोनों को अपने पास रखती है। पिछली तिमाही में जहां उसके एमएफ ने शेयरधारिता घटाई, वहीं कंपनी अपना कर्ज काफी कम कर रही है।
आईसीआईसीआई बैंक
मुंबई में मुख्यालय, आईसीआईसीआईबैंक 1994 में स्थापित किया गया था। यह एक बहुराष्ट्रीय बैंक है जो विभिन्न प्रकार की बैंकिंग और वित्तीय सेवाओं से संबंधित है। वडोदरा में स्थापित अपने पंजीकृत कार्यालय के साथ, आईसीआईसीआई की शाखाएं भारत के हर नुक्कड़ पर उपलब्ध हैं।
जहां तक स्टॉक प्राइसिंग की बात है तो फिलहाल यह कंपनी ₹525.35 पर चल रही है। निश्चित रूप से, इस कंपनी के साथ खतरे और कमजोरियां हैं, लेकिन ताकत और अवसरों की सूची समान रूप से ऊंची है।
संक्षेप में
जिन निवेशकों के पास उच्च-जोखिम उठाने का माद्दा और एक सतर्क नजर जो उच्च शेयरों की पहचान कर सकती है, उन्हें अस्थिर शेयरों में निवेश करने के अपने निर्णय के साथ जारी रखना चाहिए। इसका मतलब यह है कि बाजार में निवेश करने के निर्णय को जारी रखने से पहले, आपको पता होना चाहिए कि शेयर बाजार के उतार-चढ़ाव को कैसे पढ़ा जा सकता है क्योंकि वे शेयरों को बड़े पैमाने पर प्रभावित करते हैं।
इसके साथ ही विशेषज्ञ दीर्घकालिक दृष्टि विकसित करने की भी सलाह देते हैं। हाथ में एक व्यापक योजना के साथ, रिटर्न कई गुना होगा। हालांकि, अगर आपको लगता है कि स्टॉक बहुत ज्यादा हो सकता हैहैंडल, खासकर यदि आपके पास उनके बारे में कोई जानकारी नहीं है,म्यूचुअल फंड में निवेश बहुत बेहतर विचार होगा। एक लोकप्रिय निवेश विकल्प होने के नाते,म्यूचुअल फंड्स विभिन्न प्रकार के लाभ प्रदान करते हैं। बाजार में आपका रुख चाहे जो भी हो, म्यूचुअल फंड में निवेश करना हमेशा एक फलदायी निर्णय होगा।
"The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of MLIIF - WGF. The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or units of money market/liquid schemes of DSP Merrill Lynch Mutual Fund, in order to meet liquidity requirements from time to time. However, there is no assurance that the investment objective of the Scheme will be realized." Below is the key information for DSP World Gold Fund Returns up to 1 year are on 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. Research Highlights for SBI PSU Fund Below is the key information for SBI PSU Fund Returns up to 1 year are on 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. Research Highlights for ICICI Prudential Infrastructure Fund Below is the key information for ICICI Prudential Infrastructure Fund Returns up to 1 year are on 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. Research Highlights for DSP India T.I.G.E.R Fund Below is the key information for DSP India T.I.G.E.R Fund Returns up to 1 year are on The investment objective of the scheme is to provide long term growth from a portfolio of equity / equity related instruments of companies engaged either directly or indirectly in the infrastructure sector. Research Highlights for LIC MF Infrastructure Fund Below is the key information for LIC MF Infrastructure Fund Returns up to 1 year are on (Erstwhile Reliance Diversified Power Sector Fund) The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies in the power sector. Research Highlights for Nippon India Power and Infra Fund Below is the key information for Nippon India Power and Infra Fund Returns up to 1 year are on Investment Objective is “capital appreciation” through investments in stocks of the companies engaged in the transportation and logistics sector. Research Highlights for UTI Transportation & Logistics Fund Below is the key information for UTI Transportation & Logistics Fund Returns up to 1 year are on 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. Research Highlights for Invesco India PSU Equity Fund Below is the key information for Invesco India PSU Equity Fund Returns up to 1 year are on The Scheme seeks to generate long term capital appreciation through a portfolio of predominantly equity and equity related securities of companies engaged in manufacturing and infrastructure and related sectors. Further, there can be no assurance that the investment objectives of the scheme will be realized. The Scheme is not providing any assured or guaranteed returns Research Highlights for BOI AXA Manufacturing and Infrastructure Fund Below is the key information for BOI AXA Manufacturing and Infrastructure Fund Returns up to 1 year are on 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. Research Highlights for HDFC Infrastructure Fund Below is the key information for HDFC Infrastructure Fund Returns up to 1 year are on The Scheme seeks to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of mid cap companies. However, there can be no assurance that the funds objectives will be achieved. Research Highlights for Invesco India Mid Cap Fund Below is the key information for Invesco India Mid Cap Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) DSP World Gold Fund Growth ₹64.5956
↑ 0.65 ₹1,441 500 21.9 2.7 64.4 58.7 30.2 167.1 SBI PSU Fund Growth ₹33.9573
↓ -0.04 ₹6,678 500 -2.1 -3 10.1 18.6 22.5 11.3 ICICI Prudential Infrastructure Fund Growth ₹203.02
↓ -0.63 ₹8,523 100 3.6 9.9 5.7 17 21.5 6.7 DSP India T.I.G.E.R Fund Growth ₹360.86
↓ -1.74 ₹6,325 500 3.1 14.8 15.4 18.7 20.5 -2.5 LIC MF Infrastructure Fund Growth ₹54.5987
↓ -0.24 ₹1,145 1,000 3.6 13.6 11.8 21.5 20.3 -3.7 Nippon India Power and Infra Fund Growth ₹380.744
↓ -1.29 ₹8,042 100 1.6 12.4 11.4 17.5 20.3 -0.5 UTI Transportation & Logistics Fund Growth ₹297.289
↓ -0.20 ₹4,263 500 9.6 10 0.9 17.5 19.7 19.5 Invesco India PSU Equity Fund Growth ₹64.2
↓ -0.33 ₹1,473 500 -1.2 -1.9 5.5 17.9 19.7 10.3 BOI AXA Manufacturing and Infrastructure Fund Growth ₹66.63
↓ -0.15 ₹893 1,000 6.1 16.5 17.7 19.9 19.4 7.8 HDFC Infrastructure Fund Growth ₹46.795
↓ -0.04 ₹2,375 300 1.4 5 -0.3 13 19.2 2.2 Invesco India Mid Cap Fund Growth ₹199.74
↑ 0.90 ₹14,721 500 8.8 18.5 10.4 22.1 18.8 6.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Sep 26 Research Highlights & Commentary of 11 Funds showcased
Commentary DSP World Gold Fund SBI PSU Fund ICICI Prudential Infrastructure Fund DSP India T.I.G.E.R Fund LIC MF Infrastructure Fund Nippon India Power and Infra Fund UTI Transportation & Logistics Fund Invesco India PSU Equity Fund BOI AXA Manufacturing and Infrastructure Fund HDFC Infrastructure Fund Invesco India Mid Cap Fund Point 1 Bottom quartile AUM (₹1,441 Cr). Upper mid AUM (₹6,678 Cr). Top quartile AUM (₹8,523 Cr). Upper mid AUM (₹6,325 Cr). Bottom quartile AUM (₹1,145 Cr). Upper mid AUM (₹8,042 Cr). Lower mid AUM (₹4,263 Cr). Lower mid AUM (₹1,473 Cr). Bottom quartile AUM (₹893 Cr). Lower mid AUM (₹2,375 Cr). Highest AUM (₹14,721 Cr). Point 2 Established history (19+ yrs). Established history (16+ yrs). Established history (21+ yrs). Established history (22+ yrs). Established history (18+ yrs). Oldest track record among peers (22 yrs). Established history (22+ yrs). Established history (16+ yrs). Established history (16+ yrs). Established history (18+ yrs). Established history (19+ yrs). Point 3 Rating: 3★ (upper mid). Rating: 2★ (lower mid). Rating: 3★ (upper mid). Rating: 4★ (top quartile). Not Rated. Top rated. Rating: 3★ (lower mid). Rating: 3★ (lower mid). Not Rated. Rating: 3★ (upper mid). Rating: 2★ (bottom quartile). Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: Moderately High. Point 5 5Y return: 30.15% (top quartile). 5Y return: 22.49% (top quartile). 5Y return: 21.52% (upper mid). 5Y return: 20.51% (upper mid). 5Y return: 20.31% (upper mid). 5Y return: 20.27% (lower mid). 5Y return: 19.73% (lower mid). 5Y return: 19.66% (lower mid). 5Y return: 19.36% (bottom quartile). 5Y return: 19.20% (bottom quartile). 5Y return: 18.77% (bottom quartile). Point 6 3Y return: 58.67% (top quartile). 3Y return: 18.65% (lower mid). 3Y return: 17.01% (bottom quartile). 3Y return: 18.67% (upper mid). 3Y return: 21.48% (upper mid). 3Y return: 17.47% (bottom quartile). 3Y return: 17.53% (lower mid). 3Y return: 17.93% (lower mid). 3Y return: 19.87% (upper mid). 3Y return: 12.95% (bottom quartile). 3Y return: 22.08% (top quartile). Point 7 1Y return: 64.37% (top quartile). 1Y return: 10.12% (lower mid). 1Y return: 5.68% (lower mid). 1Y return: 15.39% (upper mid). 1Y return: 11.85% (upper mid). 1Y return: 11.39% (upper mid). 1Y return: 0.90% (bottom quartile). 1Y return: 5.45% (bottom quartile). 1Y return: 17.66% (top quartile). 1Y return: -0.30% (bottom quartile). 1Y return: 10.35% (lower mid). Point 8 Alpha: 2.59 (upper mid). Alpha: -0.89 (bottom quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (upper mid). Alpha: 5.37 (top quartile). Alpha: 6.69 (top quartile). Alpha: 0.00 (lower mid). Alpha: -6.88 (bottom quartile). Alpha: 0.00 (lower mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Point 9 Sharpe: 1.14 (top quartile). Sharpe: 0.28 (lower mid). Sharpe: 0.04 (bottom quartile). Sharpe: 0.52 (upper mid). Sharpe: 0.28 (lower mid). Sharpe: 0.34 (upper mid). Sharpe: 0.47 (upper mid). Sharpe: -0.16 (bottom quartile). Sharpe: 0.70 (top quartile). Sharpe: -0.25 (bottom quartile). Sharpe: 0.29 (lower mid). Point 10 Information ratio: -0.56 (bottom quartile). Information ratio: -0.34 (bottom quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (upper mid). Information ratio: 0.56 (top quartile). Information ratio: 0.40 (top quartile). Information ratio: 0.00 (lower mid). Information ratio: -0.57 (bottom quartile). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (upper mid). DSP World Gold Fund
SBI PSU Fund
ICICI Prudential Infrastructure Fund
DSP India T.I.G.E.R Fund
LIC MF Infrastructure Fund
Nippon India Power and Infra Fund
UTI Transportation & Logistics Fund
Invesco India PSU Equity Fund
BOI AXA Manufacturing and Infrastructure Fund
HDFC Infrastructure Fund
Invesco India Mid Cap Fund
200 करोड़ 5 साल के कैलेंडर वर्ष के रिटर्न के आधार पर ऑर्डर किए गए म्यूचुअल फंड की इक्विटी श्रेणी में।1. DSP World Gold Fund
DSP World Gold Fund
Growth Launch Date 14 Sep 07 NAV (09 Sep 26) ₹64.5956 ↑ 0.65 (1.02 %) Net Assets (Cr) ₹1,441 on 31 Jul 26 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk High Expense Ratio 1.41 Sharpe Ratio 1.14 Information Ratio -0.56 Alpha Ratio 2.59 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for DSP World Gold Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Sep 26 Duration Returns 1 Month 8.8% 3 Month 21.9% 6 Month 2.7% 1 Year 64.4% 3 Year 58.7% 5 Year 30.2% 10 Year 15 Year Since launch 10.3% Historical performance (Yearly) on absolute basis
Year Returns 2025 167.1% 2024 15.9% 2023 7% 2022 -7.7% 2021 -9% 2020 31.4% 2019 35.1% 2018 -10.7% 2017 -4% 2016 52.7% Fund Manager information for DSP World Gold Fund
Name Since Tenure Data below for DSP World Gold Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. SBI PSU Fund
SBI PSU Fund
Growth Launch Date 7 Jul 10 NAV (09 Sep 26) ₹33.9573 ↓ -0.04 (-0.13 %) Net Assets (Cr) ₹6,678 on 31 Jul 26 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆ Risk High Expense Ratio 1.89 Sharpe Ratio 0.28 Information Ratio -0.34 Alpha Ratio -0.89 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 Returns for SBI PSU Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Sep 26 Duration Returns 1 Month -2% 3 Month -2.1% 6 Month -3% 1 Year 10.1% 3 Year 18.6% 5 Year 22.5% 10 Year 15 Year Since launch 7.9% Historical performance (Yearly) on absolute basis
Year Returns 2025 11.3% 2024 23.5% 2023 54% 2022 29% 2021 32.4% 2020 -10% 2019 6% 2018 -23.8% 2017 21.9% 2016 16.2% Fund Manager information for SBI PSU Fund
Name Since Tenure Data below for SBI PSU Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. ICICI Prudential Infrastructure Fund
ICICI Prudential Infrastructure Fund
Growth Launch Date 31 Aug 05 NAV (09 Sep 26) ₹203.02 ↓ -0.63 (-0.31 %) Net Assets (Cr) ₹8,523 on 31 Jul 26 Category Equity - Sectoral AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk High Expense Ratio 1.89 Sharpe Ratio 0.04 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.
Date Value Returns for ICICI Prudential Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Sep 26 Duration Returns 1 Month -1% 3 Month 3.6% 6 Month 9.9% 1 Year 5.7% 3 Year 17% 5 Year 21.5% 10 Year 15 Year Since launch 15.4% Historical performance (Yearly) on absolute basis
Year Returns 2025 6.7% 2024 27.4% 2023 44.6% 2022 28.8% 2021 50.1% 2020 3.6% 2019 2.6% 2018 -14% 2017 40.8% 2016 2% Fund Manager information for ICICI Prudential Infrastructure Fund
Name Since Tenure Data below for ICICI Prudential Infrastructure Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. DSP India T.I.G.E.R Fund
DSP India T.I.G.E.R Fund
Growth Launch Date 11 Jun 04 NAV (09 Sep 26) ₹360.86 ↓ -1.74 (-0.48 %) Net Assets (Cr) ₹6,325 on 31 Jul 26 Category Equity - Sectoral AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 1.89 Sharpe Ratio 0.52 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for DSP India T.I.G.E.R Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Sep 26 Duration Returns 1 Month -1.1% 3 Month 3.1% 6 Month 14.8% 1 Year 15.4% 3 Year 18.7% 5 Year 20.5% 10 Year 15 Year Since launch 17.5% Historical performance (Yearly) on absolute basis
Year Returns 2025 -2.5% 2024 32.4% 2023 49% 2022 13.9% 2021 51.6% 2020 2.7% 2019 6.7% 2018 -17.2% 2017 47% 2016 4.1% Fund Manager information for DSP India T.I.G.E.R Fund
Name Since Tenure Data below for DSP India T.I.G.E.R Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. LIC MF Infrastructure Fund
LIC MF Infrastructure Fund
Growth Launch Date 29 Feb 08 NAV (09 Sep 26) ₹54.5987 ↓ -0.24 (-0.44 %) Net Assets (Cr) ₹1,145 on 31 Jul 26 Category Equity - Sectoral AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating Risk High Expense Ratio 2.21 Sharpe Ratio 0.28 Information Ratio 0.56 Alpha Ratio 5.37 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for LIC MF Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Sep 26 Duration Returns 1 Month -1.6% 3 Month 3.6% 6 Month 13.6% 1 Year 11.8% 3 Year 21.5% 5 Year 20.3% 10 Year 15 Year Since launch 9.6% Historical performance (Yearly) on absolute basis
Year Returns 2025 -3.7% 2024 47.8% 2023 44.4% 2022 7.9% 2021 46.6% 2020 -0.1% 2019 13.3% 2018 -14.6% 2017 42.2% 2016 -2.2% Fund Manager information for LIC MF Infrastructure Fund
Name Since Tenure Data below for LIC MF Infrastructure Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. Nippon India Power and Infra Fund
Nippon India Power and Infra Fund
Growth Launch Date 8 May 04 NAV (09 Sep 26) ₹380.744 ↓ -1.29 (-0.34 %) Net Assets (Cr) ₹8,042 on 31 Jul 26 Category Equity - Sectoral AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 1.85 Sharpe Ratio 0.34 Information Ratio 0.4 Alpha Ratio 6.69 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.
Date Value Returns for Nippon India Power and Infra Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Sep 26 Duration Returns 1 Month -2.1% 3 Month 1.6% 6 Month 12.4% 1 Year 11.4% 3 Year 17.5% 5 Year 20.3% 10 Year 15 Year Since launch 17.7% Historical performance (Yearly) on absolute basis
Year Returns 2025 -0.5% 2024 26.9% 2023 58% 2022 10.9% 2021 48.9% 2020 10.8% 2019 -2.9% 2018 -21.1% 2017 61.7% 2016 0.1% Fund Manager information for Nippon India Power and Infra Fund
Name Since Tenure Data below for Nippon India Power and Infra Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. UTI Transportation & Logistics Fund
UTI Transportation & Logistics Fund
Growth Launch Date 11 Apr 04 NAV (09 Sep 26) ₹297.289 ↓ -0.20 (-0.07 %) Net Assets (Cr) ₹4,263 on 31 Jul 26 Category Equity - Sectoral AMC UTI Asset Management Company Ltd Rating ☆☆☆ Risk High Expense Ratio 1.93 Sharpe Ratio 0.47 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 Returns for UTI Transportation & Logistics Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Sep 26 Duration Returns 1 Month -3.5% 3 Month 9.6% 6 Month 10% 1 Year 0.9% 3 Year 17.5% 5 Year 19.7% 10 Year 15 Year Since launch 16.3% Historical performance (Yearly) on absolute basis
Year Returns 2025 19.5% 2024 18.7% 2023 40.1% 2022 14.7% 2021 24.3% 2020 11% 2019 -8.7% 2018 -19.5% 2017 39.6% 2016 4.8% Fund Manager information for UTI Transportation & Logistics Fund
Name Since Tenure Data below for UTI Transportation & Logistics Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 8. Invesco India PSU Equity Fund
Invesco India PSU Equity Fund
Growth Launch Date 18 Nov 09 NAV (09 Sep 26) ₹64.2 ↓ -0.33 (-0.51 %) Net Assets (Cr) ₹1,473 on 30 Jun 26 Category Equity - Sectoral AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 2.14 Sharpe Ratio -0.16 Information Ratio -0.57 Alpha Ratio -6.88 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 Returns for Invesco India PSU Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Sep 26 Duration Returns 1 Month -3.2% 3 Month -1.2% 6 Month -1.9% 1 Year 5.5% 3 Year 17.9% 5 Year 19.7% 10 Year 15 Year Since launch 11.7% Historical performance (Yearly) on absolute basis
Year Returns 2025 10.3% 2024 25.6% 2023 54.5% 2022 20.5% 2021 31.1% 2020 6.1% 2019 10.1% 2018 -16.9% 2017 24.3% 2016 17.9% Fund Manager information for Invesco India PSU Equity Fund
Name Since Tenure Data below for Invesco India PSU Equity Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 9. BOI AXA Manufacturing and Infrastructure Fund
BOI AXA Manufacturing and Infrastructure Fund
Growth Launch Date 5 Mar 10 NAV (09 Sep 26) ₹66.63 ↓ -0.15 (-0.22 %) Net Assets (Cr) ₹893 on 31 Jul 26 Category Equity - Sectoral AMC BOI AXA Investment Mngrs Private Ltd Rating Risk High Expense Ratio 2.4 Sharpe Ratio 0.7 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.
Date Value Returns for BOI AXA Manufacturing and Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Sep 26 Duration Returns 1 Month -1.2% 3 Month 6.1% 6 Month 16.5% 1 Year 17.7% 3 Year 19.9% 5 Year 19.4% 10 Year 15 Year Since launch 12.2% Historical performance (Yearly) on absolute basis
Year Returns 2025 7.8% 2024 25.7% 2023 44.7% 2022 3.3% 2021 52.5% 2020 28.1% 2019 2.5% 2018 -22.8% 2017 56% 2016 1% Fund Manager information for BOI AXA Manufacturing and Infrastructure Fund
Name Since Tenure Data below for BOI AXA Manufacturing and Infrastructure Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 10. HDFC Infrastructure Fund
HDFC Infrastructure Fund
Growth Launch Date 10 Mar 08 NAV (09 Sep 26) ₹46.795 ↓ -0.04 (-0.09 %) Net Assets (Cr) ₹2,375 on 31 Jul 26 Category Equity - Sectoral AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk High Expense Ratio 2.06 Sharpe Ratio -0.25 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.
Date Value Returns for HDFC Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Sep 26 Duration Returns 1 Month -1.4% 3 Month 1.4% 6 Month 5% 1 Year -0.3% 3 Year 13% 5 Year 19.2% 10 Year 15 Year Since launch Historical performance (Yearly) on absolute basis
Year Returns 2025 2.2% 2024 23% 2023 55.4% 2022 19.3% 2021 43.2% 2020 -7.5% 2019 -3.4% 2018 -29% 2017 43.3% 2016 -1.9% Fund Manager information for HDFC Infrastructure Fund
Name Since Tenure Data below for HDFC Infrastructure Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 11. Invesco India Mid Cap Fund
Invesco India Mid Cap Fund
Growth Launch Date 19 Apr 07 NAV (09 Sep 26) ₹199.74 ↑ 0.90 (0.45 %) Net Assets (Cr) ₹14,721 on 31 Jul 26 Category Equity - Mid Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio 0.29 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 Returns for Invesco India Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Sep 26 Duration Returns 1 Month -0.2% 3 Month 8.8% 6 Month 18.5% 1 Year 10.4% 3 Year 22.1% 5 Year 18.8% 10 Year 15 Year Since launch 16.7% Historical performance (Yearly) on absolute basis
Year Returns 2025 6.3% 2024 43.1% 2023 34.1% 2022 0.5% 2021 43.1% 2020 24.4% 2019 3.8% 2018 -5.3% 2017 44.3% 2016 1.1% Fund Manager information for Invesco India Mid Cap Fund
Name Since Tenure Data below for Invesco India Mid Cap Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
यहां प्रदान की गई जानकारी सटीक है, यह सुनिश्चित करने के लिए सभी प्रयास किए गए हैं। हालांकि, डेटा की शुद्धता के संबंध में कोई गारंटी नहीं दी जाती है। कृपया कोई भी निवेश करने से पहले योजना सूचना दस्तावेज के साथ सत्यापित करें।
AMFI Registration No. 112358 | CIN: U74999MH2016PTC282153
Shepard Technologies Pvt. Ltd. (with ARN code 112358) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.
©2026 Shepard Technologies Private Limited. All Rights Reserved
Research Highlights for DSP World Gold Fund