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

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2022 के लिए शीर्ष 10 म्युचुअल फंड

Updated on February 28, 2024 , 40961 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 ₹42.721
↑ 0.58
₹9652132.872.632.725.850.3
Franklin Build India Fund Growth ₹122.173
↑ 2.20
₹2,03520.135.271.733.325.751.1
ICICI Prudential Nifty Next 50 Index Fund Growth ₹52.3348
↑ 0.45
₹3,88522.832.758.219.917.226.3
IDBI Nifty Junior Index Fund Growth ₹44.2307
↑ 0.38
₹6722.632.357.319.81725.7
L&T India Value Fund Growth ₹93.2263
↑ 1.22
₹11,23914.926.554.42722.639.4
L&T Emerging Businesses Fund Growth ₹71.9435
↑ 0.69
₹13,9816.415.55234.625.146.1
Invesco India Growth Opportunities Fund Growth ₹75.33
↑ 0.50
₹4,78613.624.248.219.618.431.6
Motilal Oswal Multicap 35 Fund Growth ₹47.5925
↑ 0.74
₹9,13112.921.847.314.714.231
Tata Equity PE Fund Growth ₹304.641
↑ 4.91
₹7,16912.823.747.222.518.837
Aditya Birla Sun Life Small Cap Fund Growth ₹74.1272
↑ 0.34
₹5,4915.711.446.820.918.339.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Mar 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 11.7% 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 (01 Mar 24) ₹42.721 ↑ 0.58   (1.38 %)
Net Assets (Cr) ₹965 on 31 Jan 24
Category Equity - Sectoral
AMC IDFC Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.44
Sharpe Ratio 3.34
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
28 Feb 19₹10,000
29 Feb 20₹9,597
28 Feb 21₹13,458
28 Feb 22₹16,871
28 Feb 23₹18,229
29 Feb 24₹31,471

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 ₹570,326.
Net Profit of ₹270,326
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 1 Mar 24

DurationReturns
1 Month 3.4%
3 Month 21%
6 Month 32.8%
1 Year 72.6%
3 Year 32.7%
5 Year 25.8%
10 Year
15 Year
Since launch 11.7%
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 240.02 Yr.
Ritika Behera7 Oct 230.32 Yr.

Data below for IDFC Infrastructure Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Industrials62.64%
Basic Materials16.38%
Utility11.61%
Consumer Cyclical3.17%
Communication Services2.61%
Technology2.03%
Financial Services0.49%
Asset Allocation
Asset ClassValue
Cash1.07%
Equity98.93%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
10%₹84 Cr239,119
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | ULTRACEMCO
6%₹54 Cr51,787
↓ -2,072
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Oct 19 | BEL
6%₹49 Cr2,664,600
Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Dec 17 | KIRLOSBROS
5%₹41 Cr466,186
Torrent Power Ltd (Utilities)
Equity, Since 31 Mar 18 | TORNTPOWER
5%₹41 Cr442,900
JK Cement Ltd (Basic Materials)
Equity, Since 31 Oct 17 | JKCEMENT
4%₹37 Cr96,880
Ahluwalia Contracts (India) Ltd (Industrials)
Equity, Since 30 Apr 15 | AHLUCONT
4%₹33 Cr431,238
ABB India Ltd (Industrials)
Equity, Since 31 Jul 21 | ABB
3%₹29 Cr61,529
↓ -23,093
ITD Cementation India Ltd (Industrials)
Equity, Since 30 Jun 15 | ITDCEM
3%₹28 Cr971,704
↓ -90,016
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Mar 18 | JINDALSTEL
3%₹27 Cr366,666

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 18.7% 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 (01 Mar 24) ₹122.173 ↑ 2.20   (1.83 %)
Net Assets (Cr) ₹2,035 on 31 Jan 24
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.29
Sharpe Ratio 3.16
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
28 Feb 19₹10,000
29 Feb 20₹9,954
28 Feb 21₹13,237
28 Feb 22₹16,015
28 Feb 23₹18,267
29 Feb 24₹31,368

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 ₹570,326.
Net Profit of ₹270,326
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 1 Mar 24

DurationReturns
1 Month 3.7%
3 Month 20.1%
6 Month 35.2%
1 Year 71.7%
3 Year 33.3%
5 Year 25.7%
10 Year
15 Year
Since launch 18.7%
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 212.29 Yr.
Kiran Sebastian7 Feb 221.98 Yr.
Sandeep Manam18 Oct 212.29 Yr.

Data below for Franklin Build India Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Industrials41.34%
Utility14.52%
Financial Services12.95%
Energy8.51%
Basic Materials6.03%
Consumer Cyclical4.77%
Communication Services3.9%
Real Estate2.68%
Asset Allocation
Asset ClassValue
Cash5.3%
Equity94.7%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
10%₹181 Cr513,211
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | NTPC
8%₹143 Cr4,600,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | 500312
5%₹98 Cr4,800,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | 532898
5%₹97 Cr4,100,000
↑ 233,334
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK
4%₹80 Cr800,000
KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 15 | KEI
4%₹75 Cr229,407
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 30 Nov 21 | KIRLOSENG
4%₹73 Cr1,119,847
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL
4%₹73 Cr710,000
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Mar 22 | MCX
3%₹64 Cr200,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
3%₹62 Cr238,000
↑ 20,000

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 12.8% 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 (01 Mar 24) ₹52.3348 ↑ 0.45   (0.87 %)
Net Assets (Cr) ₹3,885 on 31 Jan 24
Category Others - Index Fund
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 0.7
Sharpe Ratio 1.82
Information Ratio -10.5
Alpha Ratio -0.66
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
28 Feb 19₹10,000
29 Feb 20₹10,004
28 Feb 21₹12,842
28 Feb 22₹14,994
28 Feb 23₹13,973
29 Feb 24₹22,109

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 ₹470,047.
Net Profit of ₹170,047
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 1 Mar 24

DurationReturns
1 Month 6.7%
3 Month 22.8%
6 Month 32.7%
1 Year 58.2%
3 Year 19.9%
5 Year 17.2%
10 Year
15 Year
Since launch 12.8%
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
Kayzad Eghlim25 Jun 1013.61 Yr.
Nishit Patel18 Jan 213.04 Yr.

Data below for ICICI Prudential Nifty Next 50 Index Fund as on 31 Jan 24

Asset Allocation
Asset ClassValue
Cash0.06%
Equity99.94%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | TRENT
4%₹154 Cr503,122
↓ -486
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Sep 22 | BEL
4%₹151 Cr8,176,327
↓ -7,897
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Sep 23 | SHRIRAMFIN
4%₹130 Cr634,377
↓ -284
Tata Power Co Ltd (Utilities)
Equity, Since 31 Aug 22 | TATAPOWER
3%₹128 Cr3,865,901
↑ 653,375
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 22 | HAL
3%₹120 Cr427,460
↓ -412
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Sep 21 | CHOLAFIN
3%₹116 Cr920,003
↑ 18,008
Indian Oil Corp Ltd (Energy)
Equity, Since 31 Mar 22 | IOC
3%₹109 Cr8,381,158
↓ -8,094
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | TVSMOTOR
3%₹108 Cr531,407
↓ -512
DLF Ltd (Real Estate)
Equity, Since 30 Apr 16 | DLF
3%₹107 Cr1,469,135
↑ 55,140
GAIL (India) Ltd (Utilities)
Equity, Since 31 Mar 21 | GAIL
3%₹100 Cr6,153,811
↓ -5,940

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 11.6% 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 (01 Mar 24) ₹44.2307 ↑ 0.38   (0.87 %)
Net Assets (Cr) ₹67 on 31 Jan 24
Category Others - Index Fund
AMC IDBI Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 0.73
Sharpe Ratio 1.79
Information Ratio -6.65
Alpha Ratio -1.09
Min Investment 5,000
Min SIP Investment 500
Exit Load NIL
Sub Cat. Index Fund

Growth of 10,000 investment over the years.

DateValue
28 Feb 19₹10,000
29 Feb 20₹9,991
28 Feb 21₹12,755
28 Feb 22₹14,920
28 Feb 23₹13,939
29 Feb 24₹21,928

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 ₹470,047.
Net Profit of ₹170,047
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 1 Mar 24

DurationReturns
1 Month 6.7%
3 Month 22.6%
6 Month 32.3%
1 Year 57.3%
3 Year 19.8%
5 Year 17%
10 Year
15 Year
Since launch 11.6%
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 230.33 Yr.

Data below for IDBI Nifty Junior Index Fund as on 31 Jan 24

Asset Allocation
Asset ClassValue
Cash0.38%
Equity99.62%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | TRENT
4%₹3 Cr8,808
↑ 20
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Sep 22 | BEL
4%₹3 Cr142,218
↓ -241
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Sep 23 | SHRIRAMFIN
4%₹2 Cr11,113
↓ -44
Tata Power Co Ltd (Utilities)
Equity, Since 31 Aug 22 | TATAPOWER
3%₹2 Cr67,524
↑ 10,302
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 22 | HAL
3%₹2 Cr7,451
↓ -196
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Sep 21 | CHOLAFIN
3%₹2 Cr16,047
↑ 150
Indian Oil Corp Ltd (Energy)
Equity, Since 31 Mar 22 | IOC
3%₹2 Cr146,430
↓ -863
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | TVSMOTOR
3%₹2 Cr9,259
↓ -159
DLF Ltd (Real Estate)
Equity, Since 30 Apr 16 | DLF
3%₹2 Cr25,626
↑ 549
GAIL (India) Ltd (Utilities)
Equity, Since 31 Mar 21 | GAIL
3%₹2 Cr107,883
↑ 207

5. 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% 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 (01 Mar 24) ₹93.2263 ↑ 1.22   (1.32 %)
Net Assets (Cr) ₹11,239 on 31 Jan 24
Category Equity - Value
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 1.84
Sharpe Ratio 2.9
Information Ratio 1.51
Alpha Ratio 13.57
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
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

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 ₹530,691.
Net Profit of ₹230,691
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 1 Mar 24

DurationReturns
1 Month 2.9%
3 Month 14.9%
6 Month 26.5%
1 Year 54.4%
3 Year 27%
5 Year 22.6%
10 Year
15 Year
Since launch 17%
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 1211.19 Yr.
Gautam Bhupal1 Oct 230.34 Yr.
Sonal Gupta1 Oct 230.34 Yr.

Data below for L&T India Value Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Financial Services26.88%
Industrials16.07%
Basic Materials15.75%
Technology10.2%
Consumer Cyclical9.28%
Utility4.86%
Real Estate4.35%
Consumer Defensive4.32%
Communication Services2.88%
Energy2.36%
Health Care2.3%
Asset Allocation
Asset ClassValue
Cash0.76%
Equity99.24%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | NTPC
5%₹523 Cr16,821,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK
4%₹437 Cr4,382,100
Jindal Stainless Ltd (Basic Materials)
Equity, Since 31 Jul 21 | JSL
4%₹422 Cr7,379,629
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
3%₹370 Cr5,766,900
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Oct 20 | FEDERALBNK
3%₹335 Cr21,478,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 16 | LT
3%₹270 Cr766,600
↓ -31,100
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jul 20 | M&M
2%₹258 Cr1,489,400
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 21 | AXISBANK
2%₹256 Cr2,325,400
ITC Ltd (Consumer Defensive)
Equity, Since 31 Aug 15 | ITC
2%₹255 Cr5,518,200
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Mar 17 | SUNPHARMA
2%₹247 Cr1,962,700

6. 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 22.2% 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 (01 Mar 24) ₹71.9435 ↑ 0.69   (0.96 %)
Net Assets (Cr) ₹13,981 on 31 Jan 24
Category Equity - Small Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.84
Sharpe Ratio 3.31
Information Ratio 0.75
Alpha Ratio 7
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
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

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 ₹570,326.
Net Profit of ₹270,326
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 1 Mar 24

DurationReturns
1 Month -1.9%
3 Month 6.4%
6 Month 15.5%
1 Year 52%
3 Year 34.6%
5 Year 25.1%
10 Year
15 Year
Since launch 22.2%
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 194.13 Yr.
Cheenu Gupta1 Oct 230.34 Yr.
Sonal Gupta1 Oct 230.34 Yr.

Data below for L&T Emerging Businesses Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Industrials35.44%
Basic Materials14.87%
Consumer Cyclical14.35%
Technology10.77%
Financial Services8.57%
Real Estate5.84%
Health Care4.86%
Consumer Defensive2.45%
Energy0.85%
Communication Services0.49%
Asset Allocation
Asset ClassValue
Cash1.51%
Equity98.49%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS
3%₹425 Cr701,601
↓ -12,000
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | KPRMILL
3%₹411 Cr4,981,639
Sonata Software Ltd (Technology)
Equity, Since 31 Jul 18 | SONATSOFTW
3%₹364 Cr4,896,490
Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Jul 19 | BRIGADE
3%₹340 Cr3,791,618
KPIT Technologies Ltd (Technology)
Equity, Since 30 Sep 21 | KPITTECH
3%₹331 Cr2,188,200
KEI Industries Ltd (Industrials)
Equity, Since 31 Jan 20 | KEI
2%₹320 Cr985,358
Birlasoft Ltd (Technology)
Equity, Since 31 Aug 20 | BSOFT
2%₹319 Cr4,417,943
↓ -178,257
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 30 Nov 17 | RATNAMANI
2%₹293 Cr870,422
EIH Ltd (Consumer Cyclical)
Equity, Since 31 May 17 | EIHOTEL
2%₹250 Cr10,023,622
Maharashtra Seamless Ltd (Basic Materials)
Equity, Since 31 Dec 16 | MAHSEAMLES
2%₹241 Cr2,607,628

7. 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 12.9% 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 (01 Mar 24) ₹75.33 ↑ 0.50   (0.67 %)
Net Assets (Cr) ₹4,786 on 31 Jan 24
Category Equity - Large & Mid Cap
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 1.91
Sharpe Ratio 2.62
Information Ratio -1.06
Alpha Ratio 4.81
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
28 Feb 19₹10,000
29 Feb 20₹11,031
28 Feb 21₹13,624
28 Feb 22₹15,318
28 Feb 23₹15,716
29 Feb 24₹23,297

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 ₹481,656.
Net Profit of ₹181,656
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 1 Mar 24

DurationReturns
1 Month 3.3%
3 Month 13.6%
6 Month 24.2%
1 Year 48.2%
3 Year 19.6%
5 Year 18.4%
10 Year
15 Year
Since launch 12.9%
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 230.23 Yr.
Amit Ganatra21 Jan 222.03 Yr.

Data below for Invesco India Growth Opportunities Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Financial Services27.32%
Consumer Cyclical18.85%
Industrials15.42%
Technology9.61%
Health Care8.01%
Basic Materials6.5%
Utility4.83%
Real Estate3.92%
Communication Services1.53%
Consumer Defensive1.47%
Energy1.01%
Asset Allocation
Asset ClassValue
Cash1.51%
Equity98.49%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 15 | ICICIBANK
5%₹237 Cr2,380,621
NTPC Ltd (Utilities)
Equity, Since 30 Apr 21 | NTPC
3%₹139 Cr4,475,116
Trent Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | TRENT
3%₹118 Cr386,965
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 28 Feb 23 | CHOLAFIN
3%₹117 Cr927,051
↑ 415,597
Persistent Systems Ltd (Technology)
Equity, Since 31 May 21 | PERSISTENT
2%₹97 Cr131,412
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | TVSMOTOR
2%₹95 Cr470,089
REC Ltd (Financial Services)
Equity, Since 30 Sep 23 | RECLTD
2%₹94 Cr2,281,418
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | AXISBANK
2%₹92 Cr833,984
↑ 833,984
Coforge Ltd (Technology)
Equity, Since 31 Mar 22 | COFORGE
2%₹88 Cr140,582
NHPC Ltd (Utilities)
Equity, Since 31 Oct 22 | NHPC
2%₹85 Cr13,177,023

8. 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 17% 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 (01 Mar 24) ₹47.5925 ↑ 0.74   (1.57 %)
Net Assets (Cr) ₹9,131 on 31 Jan 24
Category Equity - Multi Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 1.41
Sharpe Ratio 3.16
Information Ratio -0.9
Alpha Ratio 16.05
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
28 Feb 19₹10,000
29 Feb 20₹10,767
28 Feb 21₹12,846
28 Feb 22₹13,135
28 Feb 23₹13,164
29 Feb 24₹19,391

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 ₹436,710.
Net Profit of ₹136,710
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 1 Mar 24

DurationReturns
1 Month 3.7%
3 Month 12.9%
6 Month 21.8%
1 Year 47.3%
3 Year 14.7%
5 Year 14.2%
10 Year
15 Year
Since launch 17%
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 221.59 Yr.
Ankush Sood25 Aug 212.44 Yr.
Santosh Singh1 Aug 230.5 Yr.
Rakesh Shetty22 Nov 221.19 Yr.

Data below for Motilal Oswal Multicap 35 Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Financial Services29.42%
Consumer Cyclical25.23%
Technology17.79%
Industrials15.94%
Basic Materials5.31%
Real Estate1.79%
Asset Allocation
Asset ClassValue
Cash4.52%
Equity95.48%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 543320
11%₹986 Cr79,702,971
Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Jul 23 | 543940
10%₹862 Cr36,986,391
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | TIINDIA
8%₹717 Cr2,025,000
↑ 225,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 23 | PERSISTENT
8%₹698 Cr944,650
↑ 21,128
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | CHOLAFIN
8%₹693 Cr5,500,000
↓ -699,029
Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE
7%₹658 Cr1,048,540
↓ -1,460
ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 21 | ICICIBANK
6%₹498 Cr5,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
5%₹427 Cr2,500,000
Deepak Nitrite Ltd (Basic Materials)
Equity, Since 31 Dec 22 | DEEPAKNTR
4%₹395 Cr1,591,000
↓ -9,000
Balkrishna Industries Ltd (Consumer Cyclical)
Equity, Since 28 Feb 23 | BALKRISIND
4%₹360 Cr1,400,000

9. Tata Equity PE Fund

To provide reasonable and regular income and/ or possible capital appreciation to its Unitholder.

Tata Equity PE Fund is a Equity - Value fund was launched on 29 Jun 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.9% since its launch.  Ranked 7 in Value category.  Return for 2023 was 37% , 2022 was 5.9% and 2021 was 28% .

Below is the key information for Tata Equity PE Fund

Tata Equity PE Fund
Growth
Launch Date 29 Jun 04
NAV (01 Mar 24) ₹304.641 ↑ 4.91   (1.64 %)
Net Assets (Cr) ₹7,169 on 31 Jan 24
Category Equity - Value
AMC Tata Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 1.72
Sharpe Ratio 2.52
Information Ratio 0.84
Alpha Ratio 7.29
Min Investment 5,000
Min SIP Investment 150
Exit Load 0-18 Months (1%),18 Months and above(NIL)
Sub Cat. Value

Growth of 10,000 investment over the years.

DateValue
28 Feb 19₹10,000
29 Feb 20₹10,089
28 Feb 21₹12,888
28 Feb 22₹14,806
28 Feb 23₹16,089
29 Feb 24₹23,690

Tata Equity PE 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 Tata Equity PE Fund

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

DurationReturns
1 Month 1.3%
3 Month 12.8%
6 Month 23.7%
1 Year 47.2%
3 Year 22.5%
5 Year 18.8%
10 Year
15 Year
Since launch 18.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 37%
2022 5.9%
2021 28%
2020 12.5%
2019 5.3%
2018 -7.1%
2017 39.4%
2016 16.2%
2015 0.3%
2014 69.5%
Fund Manager information for Tata Equity PE Fund
NameSinceTenure
Sonam Udasi1 Apr 167.84 Yr.
Amey Sathe18 Jun 185.62 Yr.

Data below for Tata Equity PE Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Financial Services30.67%
Consumer Cyclical15.36%
Consumer Defensive9.53%
Industrials9.07%
Energy9.01%
Utility8.31%
Basic Materials7.03%
Technology4.78%
Health Care2.16%
Communication Services1.98%
Asset Allocation
Asset ClassValue
Cash2.1%
Equity97.9%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 18 | HDFCBANK
7%₹524 Cr3,064,704
↑ 518,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 18 | ITC
5%₹349 Cr7,560,000
↓ -520,000
NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | NTPC
5%₹339 Cr10,900,000
Hero MotoCorp Ltd (Consumer Cyclical)
Equity, Since 31 Jan 22 | HEROMOTOCO
5%₹334 Cr807,855
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 21 | HAL
5%₹333 Cr1,189,000
↓ -150,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | ICICIBANK
4%₹269 Cr2,700,000
↑ 170,000
Coal India Ltd (Energy)
Equity, Since 31 Mar 22 | COALINDIA
4%₹256 Cr6,818,500
↓ -1,000,000
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Dec 23 | BPCL
4%₹247 Cr5,490,000
↑ 5,490,000
Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 30 Nov 17 | RADICO
3%₹244 Cr1,470,000
Grasim Industries Ltd (Basic Materials)
Equity, Since 31 Mar 22 | GRASIM
3%₹243 Cr1,140,000

10. Aditya Birla Sun Life Small Cap Fund

(Erstwhile Aditya Birla Sun Life Small & Midcap Fund)

An Open ended Small and Mid Cap Equity Scheme with an objective to generate consistent long-term capital appreciation by investing predominantly in equity and equity related securities of companies considered to be small and midcap. The Scheme may also invest a certain portion of its corpus in fixed income securities including money market instruments, in order to meet liquidity requirements from time to time.

Aditya Birla Sun Life Small Cap Fund is a Equity - Small Cap fund was launched on 31 May 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.6% since its launch.  Ranked 1 in Small Cap category.  Return for 2023 was 39.4% , 2022 was -6.5% and 2021 was 51.4% .

Below is the key information for Aditya Birla Sun Life Small Cap Fund

Aditya Birla Sun Life Small Cap Fund
Growth
Launch Date 31 May 07
NAV (01 Mar 24) ₹74.1272 ↑ 0.34   (0.46 %)
Net Assets (Cr) ₹5,491 on 31 Jan 24
Category Equity - Small Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 2.08
Sharpe Ratio 2.43
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)
Sub Cat. Small Cap

Growth of 10,000 investment over the years.

DateValue
28 Feb 19₹10,000
29 Feb 20₹9,397
28 Feb 21₹13,130
28 Feb 22₹15,740
28 Feb 23₹15,788
29 Feb 24₹23,176

Aditya Birla Sun Life Small Cap 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 Aditya Birla Sun Life Small Cap Fund

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

DurationReturns
1 Month -2%
3 Month 5.7%
6 Month 11.4%
1 Year 46.8%
3 Year 20.9%
5 Year 18.3%
10 Year
15 Year
Since launch 12.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 39.4%
2022 -6.5%
2021 51.4%
2020 19.8%
2019 -11.5%
2018 -22.6%
2017 56.7%
2016 9.7%
2015 13.4%
2014 66.3%
Fund Manager information for Aditya Birla Sun Life Small Cap Fund
NameSinceTenure
Vishal Gajwani4 Oct 221.33 Yr.
Dhaval Joshi21 Nov 221.2 Yr.

Data below for Aditya Birla Sun Life Small Cap Fund as on 31 Jan 24

Equity Sector Allocation
SectorValue
Industrials25.71%
Consumer Cyclical19.54%
Financial Services15.55%
Technology10.02%
Basic Materials6.37%
Health Care6.26%
Consumer Defensive5.78%
Real Estate4.48%
Communication Services0.87%
Utility0.16%
Asset Allocation
Asset ClassValue
Cash4.47%
Equity95.53%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
JK Cement Ltd (Basic Materials)
Equity, Since 31 Mar 18 | JKCEMENT
2%₹131 Cr346,400
TeamLease Services Ltd (Industrials)
Equity, Since 30 Jun 23 | TEAMLEASE
2%₹125 Cr389,550
Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 30 Sep 20 | POWERINDIA
2%₹117 Cr223,165
Sanofi India Ltd (Healthcare)
Equity, Since 31 Jul 21 | SANOFI
2%₹117 Cr144,433
↑ 35,000
Go Fashion (India) Ltd (Consumer Cyclical)
Equity, Since 30 Nov 21 | 543401
2%₹115 Cr917,687
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Dec 18 | CHOLAHLDNG
2%₹112 Cr1,072,811
Prince Pipes And Fittings Ltd Ordinary Shares (Industrials)
Equity, Since 31 Dec 19 | PRINCEPIPE
2%₹104 Cr1,401,454
↑ 213,884
Tega Industries Ltd (Industrials)
Equity, Since 31 Dec 21 | 543413
2%₹99 Cr856,177
↑ 34,551
Birlasoft Ltd (Technology)
Equity, Since 30 Sep 21 | BSOFT
2%₹97 Cr1,346,703
RHI Magnesita India Ltd (Industrials)
Equity, Since 31 Mar 23 | RHIM
2%₹95 Cr1,175,871

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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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।
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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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