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शीर्ष 10 म्युचुअल फंड 2022 | शीर्ष प्रदर्शन करने वाले म्युचुअल फंड

फिनकैश »म्यूचुअल फंड्स »शीर्ष 10 म्युचुअल फंड

2022 के लिए शीर्ष 10 म्युचुअल फंड

Updated on July 22, 2024 , 42016 views

2022 में निवेश करने के लिए सर्वश्रेष्ठ म्यूचुअल फंड की तलाश है? जबकिनिवेश मेंम्यूचुअल फंड्स, निवेशकों को अक्सर ऐसा फंड चुनने में कठिनाई होती है जो उन्हें लगातार रिटर्न दे।

सभी परेशानियों को हल करने के लिए, हम शीर्ष 10 म्यूचुअल फंड योजनाओं की सूची लेकर आए हैं, जिनमें आप निवेश करना पसंद कर सकते हैं। इन फंडों को एयूएम जैसे कुछ मापदंडों को पूरा करके शॉर्टलिस्ट किया गया है,नहीं हैं, पिछले प्रदर्शन, सहकर्मी औसत रिटर्न, आदि। आप इन योजनाओं में दो तरह से निवेश कर सकते हैं- या तोसिप मार्ग या एकमुश्त रास्ता।

निवेश के एकमुश्त मोड में, निवेशक योजना में एकमुश्त डाउन पेमेंट के रूप में काफी राशि का निवेश कर सकते हैं, जबकि एसआईपी मोड में, निवेशक नियमित अंतराल पर निवेश कर सकते हैं जो मासिक, त्रैमासिक और वार्षिक हो सकता है। एकमुश्त में न्यूनतम निवेश राशि हो सकती हैश्रेणी INR 1000-5000 से, जबकि SIP में आप केवल INR 500 से निवेश शुरू कर सकते हैं।

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आपको म्यूचुअल फंड में निवेश क्यों करना चाहिए?

  • आप ऐसा कर सकते हैंम्युचुअल फंड में निवेश जैसा की आपजोखिम उठाने का माद्दा. सभी प्रकार के जोखिम लेने वालों के लिए योजनाओं की एक श्रृंखला है। रूढ़िवादी निवेशकों से लेकर उच्च जोखिम वाले निवेशकों तक, हर कोई म्यूचुअल फंड योजनाओं में निवेश कर सकता है

  • म्युचुअल फंड आपको ढेर सारे कर लाभ प्रदान करते हैं

  • म्यूचुअल फंड आपको बेहतर रिटर्न दे सकते हैं औरनकदी प्रवाह किसी भी अन्य पारंपरिक निवेश विकल्प जैसे FD, आदि की तुलना में।

  • म्यूचुअल फंड में निवेश करके आप सही मात्रा में विविधीकरण प्राप्त कर सकते हैं। आप अपने पोर्टफोलियो में विभिन्न योजनाओं की संख्या रख सकते हैं

  • म्युचुअल फंड किफायती हैं। कोई भी व्यक्ति SIP के माध्यम से INR 500 जितनी कम राशि से अपना निवेश शुरू कर सकता है

  • आप जिस पैसे में निवेश करते हैं उसका प्रबंधन किसी विशेषज्ञ की टीम द्वारा किया जाता है। उनके पास वास्तविक समय तक पहुंच हैमंडी और वे सबसे अधिक लागत प्रभावी पैमाने पर ट्रेडों को निष्पादित करने में सक्षम हैं

  • आपके म्युचुअल फंड निवेश सुरक्षित हाथों में हैं। प्रत्येक म्युचुअल फंड द्वारा नियंत्रित किया जाता हैसेबी (भारतीय प्रतिभूति और विनिमय बोर्ड), इसलिए आपके द्वारा निवेश किया गया सारा फंड पारदर्शी तरीके से चलता है और सुरक्षित है।

2022 में निवेश करने के लिए शीर्ष 10 म्युचुअल फंड

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
IDFC Infrastructure Fund Growth ₹55.681
↑ 0.63
₹1,59220.642.782.534.230.650.3
Franklin Build India Fund Growth ₹143.248
↑ 1.24
₹2,73812.727.468.234.328.651.1
ICICI Prudential Nifty Next 50 Index Fund Growth ₹63.1804
↑ 0.19
₹5,84514.134.56222.221.826.3
IDBI Nifty Junior Index Fund Growth ₹53.2891
↑ 0.16
₹9013.432.261.722.12225.7
Motilal Oswal Multicap 35 Fund Growth ₹56.6767
↑ 0.50
₹11,1261424.255.118.61831
Invesco India Growth Opportunities Fund Growth ₹90.11
↑ 1.05
₹5,84115.626.353.722.122.731.6
L&T India Value Fund Growth ₹108.181
↑ 1.18
₹13,35814.125.752.926.525.339.4
DSP BlackRock Equity Opportunities Fund Growth ₹607.682
↑ 1.36
₹13,09316.125.249.320.723.732.5
DSP BlackRock Natural Resources and New Energy Fund Growth ₹92.078
↓ -0.84
₹1,2147.725.448.521.924.431.2
L&T Emerging Businesses Fund Growth ₹85.1982
↑ 1.26
₹16,39714.121.447.928.630.246.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Jul 24

1. IDFC Infrastructure Fund

The investment objective of the scheme is to seek to generate long-term capital growth through an active diversified portfolio of predominantly equity and equity related instruments of companies that are participating in and benefiting from growth in Indian infrastructure and infrastructural related activities. However, there can be no assurance that the investment objective of the scheme will be realized.

IDFC Infrastructure Fund is a Equity - Sectoral fund was launched on 8 Mar 11. It is a fund with High risk and has given a CAGR/Annualized return of 13.6% since its launch.  Ranked 1 in Sectoral category.  Return for 2023 was 50.3% , 2022 was 1.7% and 2021 was 64.8% .

Below is the key information for IDFC Infrastructure Fund

IDFC Infrastructure Fund
Growth
Launch Date 8 Mar 11
NAV (24 Jul 24) ₹55.681 ↑ 0.63   (1.14 %)
Net Assets (Cr) ₹1,592 on 30 Jun 24
Category Equity - Sectoral
AMC IDFC Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.44
Sharpe Ratio 4.16
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)
Sub Cat. Sectoral

Growth of 10,000 investment over the years.

DateValue
30 Jun 19₹10,000
30 Jun 20₹7,399
30 Jun 21₹13,866
30 Jun 22₹13,265
30 Jun 23₹18,629
30 Jun 24₹34,701

IDFC Infrastructure Fund SIP Returns

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

Returns for IDFC Infrastructure Fund

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

DurationReturns
1 Month 3.5%
3 Month 20.6%
6 Month 42.7%
1 Year 82.5%
3 Year 34.2%
5 Year 30.6%
10 Year
15 Year
Since launch 13.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 50.3%
2022 1.7%
2021 64.8%
2020 6.3%
2019 -5.3%
2018 -25.9%
2017 58.7%
2016 10.7%
2015 -0.2%
2014 43.2%
Fund Manager information for IDFC Infrastructure Fund
NameSinceTenure
Vishal Biraia24 Jan 240.44 Yr.
Ritika Behera7 Oct 230.73 Yr.

Data below for IDFC Infrastructure Fund as on 30 Jun 24

Equity Sector Allocation
SectorValue
Industrials53.9%
Basic Materials11.12%
Utility7.51%
Communication Services6.72%
Consumer Cyclical4.61%
Energy3.17%
Health Care1.41%
Financial Services1.31%
Technology1.14%
Asset Allocation
Asset ClassValue
Cash9.12%
Equity90.88%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Dec 17 | KIRLOSBROS
6%₹91 Cr426,753
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
4%₹69 Cr195,375
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 Dec 23 | ADANIPORTS
4%₹64 Cr434,979
↓ -15,260
Ahluwalia Contracts (India) Ltd (Industrials)
Equity, Since 30 Apr 15 | AHLUCONT
3%₹54 Cr431,238
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 24 | RELIANCE
3%₹50 Cr161,090
↑ 161,090
Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 31 Dec 23 | INDUSTOWER
3%₹49 Cr1,311,035
↑ 969,458
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | ULTRACEMCO
3%₹45 Cr38,965
GPT Infraprojects Ltd (Industrials)
Equity, Since 30 Nov 17 | GPTINFRA
3%₹44 Cr1,619,950
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Oct 19 | BEL
3%₹44 Cr1,431,700
↓ -473,898
ITD Cementation India Ltd (Industrials)
Equity, Since 30 Jun 15 | ITDCEM
3%₹42 Cr790,311

2. Franklin Build India Fund

The Scheme seeks to achieve capital appreciation by investing in companies engaged directly or indirectly in infrastructure related activities.

Franklin Build India Fund is a Equity - Sectoral fund was launched on 4 Sep 09. It is a fund with High risk and has given a CAGR/Annualized return of 19.6% since its launch.  Ranked 4 in Sectoral category.  Return for 2023 was 51.1% , 2022 was 11.2% and 2021 was 45.9% .

Below is the key information for Franklin Build India Fund

Franklin Build India Fund
Growth
Launch Date 4 Sep 09
NAV (24 Jul 24) ₹143.248 ↑ 1.24   (0.87 %)
Net Assets (Cr) ₹2,738 on 30 Jun 24
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.29
Sharpe Ratio 3.94
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)
Sub Cat. Sectoral

Growth of 10,000 investment over the years.

DateValue
30 Jun 19₹10,000
30 Jun 20₹7,621
30 Jun 21₹12,989
30 Jun 22₹13,563
30 Jun 23₹18,522
30 Jun 24₹32,881

Franklin Build India Fund SIP Returns

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

Returns for Franklin Build India Fund

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

DurationReturns
1 Month 1.2%
3 Month 12.7%
6 Month 27.4%
1 Year 68.2%
3 Year 34.3%
5 Year 28.6%
10 Year
15 Year
Since launch 19.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 51.1%
2022 11.2%
2021 45.9%
2020 5.4%
2019 6%
2018 -10.7%
2017 43.3%
2016 8.4%
2015 2.1%
2014 93.8%
Fund Manager information for Franklin Build India Fund
NameSinceTenure
Ajay Argal18 Oct 212.7 Yr.
Kiran Sebastian7 Feb 222.4 Yr.
Sandeep Manam18 Oct 212.7 Yr.

Data below for Franklin Build India Fund as on 30 Jun 24

Equity Sector Allocation
SectorValue
Industrials40.96%
Financial Services11.73%
Utility10.32%
Energy9.54%
Basic Materials7.25%
Communication Services5.54%
Real Estate3.98%
Consumer Cyclical3.94%
Technology1.64%
Asset Allocation
Asset ClassValue
Cash5.03%
Equity94.97%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
9%₹240 Cr675,000
↑ 50,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | NTPC
5%₹149 Cr3,930,000
↓ -320,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
5%₹138 Cr440,000
↑ 59,000
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 30 Nov 21 | KIRLOSENG
5%₹131 Cr943,250
↓ -176,597
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK
5%₹129 Cr1,075,000
↑ 275,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | ONGC
5%₹123 Cr4,500,000
↓ -250,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | POWERGRID
4%₹111 Cr3,365,000
↓ -360,000
Kirloskar Pneumatic Co Ltd (Industrials)
Equity, Since 31 Aug 22 | 505283
4%₹109 Cr807,847
↓ -6,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL
4%₹103 Cr710,000
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 15 | KEI
4%₹97 Cr218,994
↓ -10,413

3. ICICI Prudential Nifty Next 50 Index Fund

The fund's objective is to invest in companies whose securities are included in Nifty Junior Index and to endeavor to achieve the returns of the above index as closely as possible, though subject to tracking error. The fund intends to track only 90-95% of the Index i.e. it will always keep cash balance between 5-10% of the Net Asset to meet the redemption and other liquidity requirements. However, as and when the liquidity in the Index improves the fund intends to track up to 100% of the Index. The fund will not seek to outperform the CNX Nifty Junior. The objective is that the performance of the NAV of the fund should closely track the performance of the CNX Nifty Junior over the same period subject to tracking error.

ICICI Prudential Nifty Next 50 Index Fund is a Others - Index Fund fund was launched on 25 Jun 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14% since its launch.  Ranked 5 in Index Fund category.  Return for 2023 was 26.3% , 2022 was 0.1% and 2021 was 29.5% .

Below is the key information for ICICI Prudential Nifty Next 50 Index Fund

ICICI Prudential Nifty Next 50 Index Fund
Growth
Launch Date 25 Jun 10
NAV (24 Jul 24) ₹63.1804 ↑ 0.19   (0.30 %)
Net Assets (Cr) ₹5,845 on 30 Jun 24
Category Others - Index Fund
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 0.7
Sharpe Ratio 3.16
Information Ratio -12.51
Alpha Ratio -0.64
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-7 Days (0.25%),7 Days and above(NIL)
Sub Cat. Index Fund

Growth of 10,000 investment over the years.

DateValue
30 Jun 19₹10,000
30 Jun 20₹9,399
30 Jun 21₹13,988
30 Jun 22₹13,302
30 Jun 23₹15,921
30 Jun 24₹26,024

ICICI Prudential Nifty Next 50 Index Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for ICICI Prudential Nifty Next 50 Index Fund

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

DurationReturns
1 Month 0.7%
3 Month 14.1%
6 Month 34.5%
1 Year 62%
3 Year 22.2%
5 Year 21.8%
10 Year
15 Year
Since launch 14%
Historical performance (Yearly) on absolute basis
YearReturns
2023 26.3%
2022 0.1%
2021 29.5%
2020 14.3%
2019 0.6%
2018 -8.8%
2017 45.7%
2016 7.6%
2015 6.2%
2014 43.6%
Fund Manager information for ICICI Prudential Nifty Next 50 Index Fund
NameSinceTenure
Nishit Patel18 Jan 213.45 Yr.
Priya Sridhar1 Feb 240.41 Yr.
Ajaykumar Solanki1 Feb 240.41 Yr.

Data below for ICICI Prudential Nifty Next 50 Index Fund as on 30 Jun 24

Asset Allocation
Asset ClassValue
Cash0.39%
Equity99.61%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | TRENT
6%₹323 Cr589,730
↑ 11,738
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Sep 22 | BEL
5%₹293 Cr9,583,801
↑ 190,341
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 22 | HAL
5%₹264 Cr501,043
↑ 9,969
Tata Power Co Ltd (Utilities)
Equity, Since 31 Aug 22 | TATAPOWER
3%₹200 Cr4,531,379
↑ 90,009
Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 24 | PFC
3%₹188 Cr3,885,235
↑ 77,180
InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Sep 16 | INDIGO
3%₹188 Cr444,089
↑ 69,584
Siemens Ltd (Industrials)
Equity, Since 30 Apr 13 | SIEMENS
3%₹184 Cr238,217
↑ 4,754
REC Ltd (Financial Services)
Equity, Since 31 Mar 24 | RECLTD
3%₹174 Cr3,311,486
↑ 65,779
Vedanta Ltd (Basic Materials)
Equity, Since 31 Mar 21 | 500295
3%₹172 Cr3,779,529
↑ 270,052
Indian Oil Corp Ltd (Energy)
Equity, Since 31 Mar 22 | IOC
3%₹163 Cr9,823,892
↑ 195,108

4. IDBI Nifty Junior Index Fund

The investment objective of the scheme is to invest in the stocks and equity related instruments comprising the CNX Nifty Junior Index in the same weights as these stocks represented in the Index with the intent to replicate the performance of the Total Returns Index of CNX Nifty Junior Index. The scheme will adopt a passive investment strategy and will seek to achieve the investment objective by minimizing the tracking error between the CNX Nifty Junior Index (Total Returns Index) and the scheme.

IDBI Nifty Junior Index Fund is a Others - Index Fund fund was launched on 20 Sep 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.8% since its launch.  Ranked 8 in Index Fund category.  Return for 2023 was 25.7% , 2022 was 0.4% and 2021 was 29.6% .

Below is the key information for IDBI Nifty Junior Index Fund

IDBI Nifty Junior Index Fund
Growth
Launch Date 20 Sep 10
NAV (24 Jul 24) ₹53.2891 ↑ 0.16   (0.30 %)
Net Assets (Cr) ₹90 on 30 Jun 24
Category Others - Index Fund
AMC IDBI Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 0.73
Sharpe Ratio 3.13
Information Ratio -7.32
Alpha Ratio -1.08
Min Investment 5,000
Min SIP Investment 500
Exit Load NIL
Sub Cat. Index Fund

Growth of 10,000 investment over the years.

DateValue
30 Jun 19₹10,000
30 Jun 20₹9,439
30 Jun 21₹13,921
30 Jun 22₹13,254
30 Jun 23₹15,852
30 Jun 24₹25,768

IDBI Nifty Junior Index Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for IDBI Nifty Junior Index Fund

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

DurationReturns
1 Month 0.3%
3 Month 13.4%
6 Month 32.2%
1 Year 61.7%
3 Year 22.1%
5 Year 22%
10 Year
15 Year
Since launch 12.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 25.7%
2022 0.4%
2021 29.6%
2020 13.7%
2019 0.5%
2018 -9.3%
2017 43.6%
2016 6.9%
2015 5.8%
2014 42.8%
Fund Manager information for IDBI Nifty Junior Index Fund
NameSinceTenure
Sumit Bhatnagar3 Oct 230.75 Yr.

Data below for IDBI Nifty Junior Index Fund as on 30 Jun 24

Asset Allocation
Asset ClassValue
Cash0.56%
Equity99.44%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | TRENT
5%₹5 Cr8,861
↓ -275
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Sep 22 | BEL
5%₹5 Cr148,660
↑ 532
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 22 | HAL
5%₹4 Cr7,757
↓ -23
Tata Power Co Ltd (Utilities)
Equity, Since 31 Aug 22 | TATAPOWER
3%₹3 Cr70,133
↓ -300
Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Mar 24 | PFC
3%₹3 Cr59,888
↓ -82
InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Sep 16 | INDIGO
3%₹3 Cr6,840
↑ 940
Siemens Ltd (Industrials)
Equity, Since 30 Apr 13 | SIEMENS
3%₹3 Cr3,744
↑ 60
REC Ltd (Financial Services)
Equity, Since 31 Mar 24 | RECLTD
3%₹3 Cr51,037
↓ -186
Vedanta Ltd (Basic Materials)
Equity, Since 31 Mar 21 | 500295
3%₹3 Cr56,843
↑ 1,201
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Sep 21 | CHOLAFIN
3%₹3 Cr17,615
↑ 604

5. Motilal Oswal Multicap 35 Fund

(Erstwhile Motilal Oswal MOSt Focused Multicap 35 Fund)

The investment objective of the Scheme is to achieve long term capital appreciation by primarily investing in a maximum of 35 equity & equity related instruments across sectors and market-capitalization levels.However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Motilal Oswal Multicap 35 Fund is a Equity - Multi Cap fund was launched on 28 Apr 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.5% since its launch.  Ranked 5 in Multi Cap category.  Return for 2023 was 31% , 2022 was -3% and 2021 was 15.3% .

Below is the key information for Motilal Oswal Multicap 35 Fund

Motilal Oswal Multicap 35 Fund
Growth
Launch Date 28 Apr 14
NAV (24 Jul 24) ₹56.6767 ↑ 0.50   (0.89 %)
Net Assets (Cr) ₹11,126 on 30 Jun 24
Category Equity - Multi Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.41
Sharpe Ratio 3.73
Information Ratio -0.18
Alpha Ratio 20.55
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)
Sub Cat. Multi Cap

Growth of 10,000 investment over the years.

DateValue
30 Jun 19₹10,000
30 Jun 20₹8,669
30 Jun 21₹12,540
30 Jun 22₹11,191
30 Jun 23₹13,470
30 Jun 24₹20,930

Motilal Oswal Multicap 35 Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for Motilal Oswal Multicap 35 Fund

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

DurationReturns
1 Month 2.8%
3 Month 14%
6 Month 24.2%
1 Year 55.1%
3 Year 18.6%
5 Year 18%
10 Year
15 Year
Since launch 18.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 31%
2022 -3%
2021 15.3%
2020 10.3%
2019 7.9%
2018 -7.8%
2017 43.1%
2016 8.5%
2015 14.6%
2014
Fund Manager information for Motilal Oswal Multicap 35 Fund
NameSinceTenure
Niket Shah1 Jul 222 Yr.
Santosh Singh1 Aug 230.92 Yr.
Rakesh Shetty22 Nov 221.61 Yr.
Sunil Sawant1 Jul 240 Yr.

Data below for Motilal Oswal Multicap 35 Fund as on 30 Jun 24

Equity Sector Allocation
SectorValue
Industrials28.12%
Consumer Cyclical19.98%
Financial Services19.97%
Technology14.93%
Communication Services9.02%
Basic Materials2.02%
Real Estate1.15%
Asset Allocation
Asset ClassValue
Cash4.82%
Equity95.18%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Jul 23 | 543940
10%₹1,128 Cr31,500,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 23 | PERSISTENT
10%₹1,060 Cr2,500,000
↑ 300,000
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | TIINDIA
8%₹852 Cr2,000,000
↓ -150,000
Polycab India Ltd (Industrials)
Equity, Since 31 Jan 24 | POLYCAB
7%₹741 Cr1,100,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 543320
6%₹719 Cr35,861,258
↑ 861,258
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | KALYANKJIL
6%₹613 Cr12,225,000
↓ -1,775,000
Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE
5%₹600 Cr1,100,000
↑ 50,000
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | CHOLAFIN
5%₹534 Cr3,750,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIARTL
4%₹433 Cr3,000,000
↑ 1,000,000
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 23 | TRENT
4%₹411 Cr750,000

6. Invesco India Growth Opportunities Fund

(Erstwhile Invesco India Growth Fund)

The investment objective of the Scheme is to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities. However, there can be no assurance that the objectives of the scheme will be achieved.

Invesco India Growth Opportunities Fund is a Equity - Large & Mid Cap fund was launched on 9 Aug 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.8% since its launch.  Ranked 6 in Large & Mid Cap category.  Return for 2023 was 31.6% , 2022 was -0.4% and 2021 was 29.7% .

Below is the key information for Invesco India Growth Opportunities Fund

Invesco India Growth Opportunities Fund
Growth
Launch Date 9 Aug 07
NAV (24 Jul 24) ₹90.11 ↑ 1.05   (1.18 %)
Net Assets (Cr) ₹5,841 on 30 Jun 24
Category Equity - Large & Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 1.91
Sharpe Ratio 3.26
Information Ratio 0.02
Alpha Ratio 10.09
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)
Sub Cat. Large & Mid Cap

Growth of 10,000 investment over the years.

DateValue
30 Jun 19₹10,000
30 Jun 20₹9,124
30 Jun 21₹13,885
30 Jun 22₹13,353
30 Jun 23₹16,743
30 Jun 24₹25,722

Invesco India Growth Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for Invesco India Growth Opportunities Fund

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

DurationReturns
1 Month 2.5%
3 Month 15.6%
6 Month 26.3%
1 Year 53.7%
3 Year 22.1%
5 Year 22.7%
10 Year
15 Year
Since launch 13.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 31.6%
2022 -0.4%
2021 29.7%
2020 13.3%
2019 10.7%
2018 -0.2%
2017 39.6%
2016 3.3%
2015 3.8%
2014 43.7%
Fund Manager information for Invesco India Growth Opportunities Fund
NameSinceTenure
Aditya Khemani9 Nov 230.64 Yr.
Amit Ganatra21 Jan 222.44 Yr.

Data below for Invesco India Growth Opportunities Fund as on 30 Jun 24

Equity Sector Allocation
SectorValue
Financial Services29.6%
Consumer Cyclical21.85%
Industrials12.52%
Health Care10.14%
Technology6.93%
Real Estate5.77%
Basic Materials5.27%
Communication Services2.97%
Consumer Defensive2.27%
Utility2.13%
Asset Allocation
Asset ClassValue
Cash0.54%
Equity99.46%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK
5%₹300 Cr2,503,092
↑ 203,219
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | AXISBANK
5%₹294 Cr2,327,165
↑ 141,743
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 28 Feb 23 | CHOLAFIN
4%₹254 Cr1,781,978
Prestige Estates Projects Ltd (Real Estate)
Equity, Since 31 Dec 23 | PRESTIGE
4%₹235 Cr1,239,231
Trent Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | TRENT
4%₹212 Cr386,965
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 30 Nov 22 | MAXHEALTH
3%₹187 Cr1,993,259
L&T Finance Ltd (Financial Services)
Equity, Since 30 Apr 24 | LTF
3%₹163 Cr8,998,734
↑ 4,211,917
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Sep 22 | DIXON
3%₹159 Cr132,826
Coforge Ltd (Technology)
Equity, Since 31 Mar 22 | COFORGE
3%₹157 Cr286,837
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Mar 24 | INDIGO
3%₹153 Cr362,864

7. L&T India Value Fund

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 CAGR/Annualized return of 17.7% since its launch.  Ranked 4 in Value category.  Return for 2023 was 39.4% , 2022 was 5.2% and 2021 was 40.3% .

Below is the key information for L&T India Value Fund

L&T India Value Fund
Growth
Launch Date 8 Jan 10
NAV (24 Jul 24) ₹108.181 ↑ 1.18   (1.10 %)
Net Assets (Cr) ₹13,358 on 30 Jun 24
Category Equity - Value
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 1.84
Sharpe Ratio 3.58
Information Ratio 1.5
Alpha Ratio 17.05
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)
Sub Cat. Value

Growth of 10,000 investment over the years.

DateValue
30 Jun 19₹10,000
30 Jun 20₹8,460
30 Jun 21₹14,055
30 Jun 22₹13,998
30 Jun 23₹18,453
30 Jun 24₹29,559

L&T India Value 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 L&T India Value Fund

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

DurationReturns
1 Month 0.9%
3 Month 14.1%
6 Month 25.7%
1 Year 52.9%
3 Year 26.5%
5 Year 25.3%
10 Year
15 Year
Since launch 17.7%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Venugopal Manghat24 Nov 1211.61 Yr.
Gautam Bhupal1 Oct 230.75 Yr.
Sonal Gupta1 Oct 230.75 Yr.

Data below for L&T India Value Fund as on 30 Jun 24

Equity Sector Allocation
SectorValue
Financial Services26.94%
Basic Materials17.37%
Industrials17.3%
Technology9.13%
Consumer Cyclical8.7%
Real Estate5.15%
Utility3.88%
Consumer Defensive3.58%
Energy3.24%
Communication Services1.82%
Health Care1.68%
Asset Allocation
Asset ClassValue
Cash1.17%
Equity98.83%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Jindal Stainless Ltd (Basic Materials)
Equity, Since 31 Jul 21 | JSL
4%₹530 Cr6,448,900
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK
4%₹526 Cr4,382,100
NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | NTPC
4%₹519 Cr13,709,000
↓ -1,079,800
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
4%₹490 Cr5,766,900
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jul 20 | M&M
3%₹409 Cr1,427,504
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 30 Sep 22 | KIRLOSENG
3%₹381 Cr2,733,200
KEC International Ltd (Industrials)
Equity, Since 28 Feb 17 | KEC
3%₹345 Cr3,887,970
Indian Bank (Financial Services)
Equity, Since 31 Oct 21 | INDIANB
2%₹315 Cr5,767,748
↓ -379,252
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Sep 23 | MCX
2%₹313 Cr798,650
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 15 | RELIANCE
2%₹313 Cr998,200

8. DSP BlackRock Equity Opportunities Fund

(Erstwhile DSP BlackRock Opportunities Fund)

The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of large and midcap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. There is no assurance that the investment objective of the Scheme will be realized

DSP BlackRock Equity Opportunities Fund is a Equity - Large & Mid Cap fund was launched on 16 May 00. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.5% since its launch.  Ranked 4 in Large & Mid Cap category.  Return for 2023 was 32.5% , 2022 was 4.4% and 2021 was 31.2% .

Below is the key information for DSP BlackRock Equity Opportunities Fund

DSP BlackRock Equity Opportunities Fund
Growth
Launch Date 16 May 00
NAV (24 Jul 24) ₹607.682 ↑ 1.36   (0.22 %)
Net Assets (Cr) ₹13,093 on 30 Jun 24
Category Equity - Large & Mid Cap
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk Moderately High
Expense Ratio 1.88
Sharpe Ratio 2.67
Information Ratio -0.35
Alpha Ratio 1.78
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)
Sub Cat. Large & Mid Cap

Growth of 10,000 investment over the years.

DateValue
30 Jun 19₹10,000
30 Jun 20₹9,267
30 Jun 21₹15,061
30 Jun 22₹14,235
30 Jun 23₹17,853
30 Jun 24₹26,745

DSP BlackRock Equity Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for DSP BlackRock Equity Opportunities Fund

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

DurationReturns
1 Month 4%
3 Month 16.1%
6 Month 25.2%
1 Year 49.3%
3 Year 20.7%
5 Year 23.7%
10 Year
15 Year
Since launch 18.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 32.5%
2022 4.4%
2021 31.2%
2020 14.2%
2019 11.4%
2018 -9.2%
2017 40.1%
2016 11.2%
2015 6.1%
2014 45.4%
Fund Manager information for DSP BlackRock Equity Opportunities Fund
NameSinceTenure
Rohit Singhania1 Jun 159.09 Yr.
Jay Kothari16 Mar 186.3 Yr.
Charanjit Singh1 May 231.17 Yr.

Data below for DSP BlackRock Equity Opportunities Fund as on 30 Jun 24

Equity Sector Allocation
SectorValue
Financial Services32.81%
Consumer Cyclical14.36%
Basic Materials10.82%
Industrials8.04%
Health Care7.26%
Technology6.12%
Energy4.93%
Consumer Defensive4.28%
Utility4.19%
Communication Services3.43%
Real Estate1.53%
Asset Allocation
Asset ClassValue
Cash2.19%
Equity97.81%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK
6%₹749 Cr6,244,348
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 08 | HDFCBANK
6%₹728 Cr4,325,725
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 20 | AXISBANK
4%₹513 Cr4,054,813
↑ 262,578
State Bank of India (Financial Services)
Equity, Since 30 Jun 20 | SBIN
3%₹380 Cr4,477,584
↓ -989,232
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Nov 22 | PFC
3%₹378 Cr7,793,087
↓ -491,342
Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Dec 22 | MOTHERSON
3%₹367 Cr19,296,036
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | M&M
2%₹278 Cr968,477
↓ -200,797
Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 29 Feb 24 | INDUSTOWER
2%₹269 Cr7,171,991
Infosys Ltd (Technology)
Equity, Since 28 Feb 18 | INFY
2%₹250 Cr1,596,312
↑ 83,859
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Jun 22 | 500104
2%₹229 Cr6,908,793
↑ 60,672

9. DSP BlackRock Natural Resources and New Energy Fund

To seek to generate capital appreciation and provide long term growth opportunities by investing in equity and equity related securities of companies domiciled in India whose predominant economic activity is in the (a) discovery, development, production, or distribution of natural resources, viz., energy, mining etc; (b) alternative energy and energy technology sectors, with emphasis given to renewable energy, automotive and on-site power generation, energy storage and enabling energy technologies. also invest a certain portion of its corpus in the equity and equity related securities of companies domiciled overseas, which are principally engaged in the discovery, development, production or distribution of natural resources and alternative energy and/or the units shares of Merrill Lynch international Investment Funds New Energy Fund, Merrill Lynch International Investment Funds World Energy Fund and similar other overseas mutual fund schemes.

DSP BlackRock Natural Resources and New Energy Fund is a Equity - Sectoral fund was launched on 25 Apr 08. It is a fund with High risk and has given a CAGR/Annualized return of 14.6% since its launch.  Ranked 2 in Sectoral category.  Return for 2023 was 31.2% , 2022 was 9.8% and 2021 was 42.8% .

Below is the key information for DSP BlackRock Natural Resources and New Energy Fund

DSP BlackRock Natural Resources and New Energy Fund
Growth
Launch Date 25 Apr 08
NAV (23 Jul 24) ₹92.078 ↓ -0.84   (-0.91 %)
Net Assets (Cr) ₹1,214 on 30 Jun 24
Category Equity - Sectoral
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 2.14
Sharpe Ratio 2.72
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)
Sub Cat. Sectoral

Growth of 10,000 investment over the years.

DateValue
30 Jun 19₹10,000
30 Jun 20₹8,114
30 Jun 21₹15,682
30 Jun 22₹14,232
30 Jun 23₹18,101
30 Jun 24₹28,316

DSP BlackRock Natural Resources and New Energy Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833
Invest Now

Returns for DSP BlackRock Natural Resources and New Energy Fund

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

DurationReturns
1 Month -0.9%
3 Month 7.7%
6 Month 25.4%
1 Year 48.5%
3 Year 21.9%
5 Year 24.4%
10 Year
15 Year
Since launch 14.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 31.2%
2022 9.8%
2021 42.8%
2020 11.5%
2019 4.4%
2018 -15.3%
2017 43.1%
2016 43.1%
2015 -1.7%
2014 46.8%
Fund Manager information for DSP BlackRock Natural Resources and New Energy Fund
NameSinceTenure
Rohit Singhania1 Jul 1212.01 Yr.
Jay Kothari1 Mar 1311.34 Yr.

Data below for DSP BlackRock Natural Resources and New Energy Fund as on 30 Jun 24

Equity Sector Allocation
SectorValue
Basic Materials43.93%
Energy36.75%
Utility10.28%
Technology2.11%
Industrials1.95%
Consumer Cyclical0.07%
Asset Allocation
Asset ClassValue
Cash4.87%
Equity95.13%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Hindalco Industries Ltd (Basic Materials)
Equity, Since 31 Oct 15 | HINDALCO
9%₹106 Cr1,534,067
Coal India Ltd (Energy)
Equity, Since 31 Mar 22 | COALINDIA
9%₹105 Cr2,216,109
↑ 12,137
Tata Steel Ltd (Basic Materials)
Equity, Since 31 Aug 16 | TATASTEEL
8%₹103 Cr5,917,682
↑ 132,419
BGF World Energy I2
Investment Fund | -
8%₹101 Cr404,694
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Mar 20 | JINDALSTEL
7%₹84 Cr803,550
BGF Sustainable Energy I2
Investment Fund | -
6%₹70 Cr443,474
GAIL (India) Ltd (Utilities)
Equity, Since 31 Aug 20 | GAIL
6%₹67 Cr3,046,593
↓ -1,484,538
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 08 | RELIANCE
5%₹56 Cr179,041
National Aluminium Co Ltd (Basic Materials)
Equity, Since 28 Feb 22 | NATIONALUM
5%₹56 Cr2,983,318
↑ 635,938
Oil India Ltd (Energy)
Equity, Since 29 Feb 24 | OIL
4%₹55 Cr753,893
↑ 38,102

10. L&T Emerging Businesses Fund

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 CAGR/Annualized return of 23.2% since its launch.  Ranked 2 in Small Cap category.  Return for 2023 was 46.1% , 2022 was 1% and 2021 was 77.4% .

Below is the key information for L&T Emerging Businesses Fund

L&T Emerging Businesses Fund
Growth
Launch Date 12 May 14
NAV (24 Jul 24) ₹85.1982 ↑ 1.26   (1.50 %)
Net Assets (Cr) ₹16,397 on 30 Jun 24
Category Equity - Small Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.84
Sharpe Ratio 2.41
Information Ratio 0.66
Alpha Ratio 1.08
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)
Sub Cat. Small Cap

Growth of 10,000 investment over the years.

DateValue
30 Jun 19₹10,000
30 Jun 20₹7,797
30 Jun 21₹15,737
30 Jun 22₹17,233
30 Jun 23₹23,072
30 Jun 24₹35,781

L&T Emerging Businesses 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 L&T Emerging Businesses Fund

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

DurationReturns
1 Month 0%
3 Month 14.1%
6 Month 21.4%
1 Year 47.9%
3 Year 28.6%
5 Year 30.2%
10 Year
15 Year
Since launch 23.2%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Venugopal Manghat17 Dec 194.54 Yr.
Cheenu Gupta1 Oct 230.75 Yr.
Sonal Gupta1 Oct 230.75 Yr.

Data below for L&T Emerging Businesses Fund as on 30 Jun 24

Equity Sector Allocation
SectorValue
Industrials34.77%
Consumer Cyclical14.72%
Basic Materials13.23%
Financial Services10.46%
Technology8.84%
Real Estate6.21%
Health Care3.92%
Consumer Defensive2.29%
Energy1.7%
Asset Allocation
Asset ClassValue
Cash2.45%
Equity97.55%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS
3%₹538 Cr635,400
Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Jul 19 | BRIGADE
3%₹445 Cr3,299,000
↓ -567,279
KEI Industries Ltd (Industrials)
Equity, Since 31 Jan 20 | KEI
2%₹408 Cr922,670
↓ -25,000
Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Jan 19 | TECHNOE
2%₹400 Cr2,573,042
Century Textiles & Industries Ltd (Basic Materials)
Equity, Since 30 Sep 22 | CENTURYTEX
2%₹372 Cr1,607,279
KPIT Technologies Ltd (Technology)
Equity, Since 30 Sep 21 | KPITTECH
2%₹358 Cr2,188,200
NCC Ltd (Industrials)
Equity, Since 28 Feb 21 | NCC
2%₹357 Cr11,291,100
EIH Ltd (Consumer Cyclical)
Equity, Since 31 May 17 | EIHOTEL
2%₹356 Cr8,283,239
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 17 | TRENT
2%₹318 Cr580,400
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 30 Nov 17 | RATNAMANI
2%₹304 Cr842,458

बेस्ट परफॉर्मिंग म्यूचुअल फंड कैसे चुनें?

अपने आप में एक अच्छा फंड खोजने का सबसे अच्छा तरीका इसके गुणात्मक और मात्रात्मक दोनों उपायों को देखना है-

फंड प्रदर्शन

निवेशकों को कुछ समय के लिए फंड के प्रदर्शन का निष्पक्ष मूल्यांकन करना चाहिए। ऐसा फंड चुनने का सुझाव दिया जाता है जो 4-5 वर्षों से लगातार अपने बेंचमार्क को मात दे।

एयूएम

एयूएम प्रबंधन के तहत संपत्ति है। हमेशा ऐसे फंड में जाना चाहिए जो न तो बहुत बड़ा हो और न ही बहुत छोटा हो। जबकि फंड के आकार के बीच कोई सटीक परिभाषा और संबंध नहीं है, यह कहा जाता है कि बहुत छोटा और बहुत बड़ा, दोनों ही फंड के प्रदर्शन में बाधा डाल सकते हैं।

फ़ंड प्रबंधक

एक फंड मैनेजर के लिए जाने की सलाह दी जाती है जो अपने करियर में लगातार रहा हो। चूंकि, फंड के पोर्टफोलियो के लिए निवेश निर्णय लेने के लिए एक फंड मैनेजर जिम्मेदार होता है, इसलिए एक अनुभवी फंड मैनेजर द्वारा प्रबंधित फंड पर विचार करना महत्वपूर्ण हो जाता है।

फंड हाउस प्रतिष्ठा

फंड हाउस की गुणवत्ता और प्रतिष्ठा को हमेशा देखना महत्वपूर्ण है। एक मजबूत-संगत ट्रैक रिकॉर्ड वाला फंड हाउस, फंड शुरू करना/अच्छा प्रदर्शन करने वाले फंड आदि, निवेश करने वाला एक फंड हाउस है।

म्यूचुअल फंड में ऑनलाइन निवेश कैसे करें?

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Excellent , posted on 13 Jul 23 4:42 PM

Helpful topic

Rangnath Kondaji Khaire, posted on 23 Nov 21 10:42 AM

It is completely guidelines

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