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Table of Contents
- टॉप 11 एसआईपी फंड में निवेश क्यों करें?
- एसआईपी में निवेश कैसे करें?
- भारत में शीर्ष 11 एसआईपी म्युचुअल फंड वित्त वर्ष 22 - 23
- सर्वोत्तम व्यवस्थित निवेश योजनाओं में निवेश करते समय विचार करने के लिए मानदंड
- एसआईपी एमएफ ऑनलाइन में निवेश कैसे करें?
- पूछे जाने वाले प्रश्न
- 1. म्यूचुअल फंड क्या हैं?
- 2. म्यूचुअल फंड के विभिन्न प्रकार क्या हैं?
- 3. ग्रोथ इक्विटी फंड क्या हैं?
- 4. आपको डेट फंड में निवेश क्यों करना चाहिए?
- 5. आपको SIP में निवेश क्यों करना चाहिए?
- 6. टैक्स सेविंग म्यूचुअल फंड में निवेश क्यों करें?
- 7. क्या मुझे म्युचुअल फंड में निवेश करने के लिए ब्रोकर की आवश्यकता है?
Top 11 Funds
- ICICI Prudential Technology Fund
- TATA Digital India Fund
- SBI Technology Opportunities Fund
- Aditya Birla Sun Life Digital India Fund
- Principal Emerging Bluechip Fund
- Sundaram Select Focus Fund
- PGIM India Midcap Opportunities Fund
- IIFL Focused Equity Fund
- Kotak Small Cap Fund
- Motilal Oswal Midcap 30 Fund
- Franklin India Technology Fund
एसआईपी 2022 के लिए 11 सर्वश्रेष्ठ म्युचुअल फंड
सिप म्यूचुअल फंड्स (या शीर्ष 11 एसआईपी म्यूचुअल फंड) ऐसे फंड हैं जो शेयर बाजार के अपरिहार्य उतार-चढ़ाव के दौरान घबराहट से बचने के लिए आवधिक निवेश के सरल फार्मूले का पालन करते हैं।
आमतौर पर, एसआईपी या व्यवस्थितनिवेश योजना म्यूचुअल फंड में पैसा निवेश करने का एक तरीका है।निवेश शीर्ष 11 में एसआईपी म्युचुअल फंड आपके निवेश के लिए एक व्यवस्थित और अनुशासित दृष्टिकोण लाता है। यह आपके निवेश को दैनिक रूप से प्रबंधित करने के आपके प्रयास को कम करता हैआधार. इसके अलावा, यह का उत्तोलन प्रदान करता हैकंपाउंडिंग की शक्ति समय के साथ वांछित रिटर्न की ओर अग्रसर।
वह अलग अलग हैम्यूचुअल फंड के प्रकार एसआईपी के लिए जिसमें इक्विटी, डेट, बैलेंस्ड, अल्ट्रा-शॉर्ट टर्म फंड्स, आदि। हालांकि, इक्विटी म्यूचुअल फंड एसआईपी के माध्यम से निवेश करने पर अधिकतम रिटर्न प्रदान करते हैं। वित्तीय सलाहकारों का सुझाव है कि, निवेशकों को इसमें निवेश करना चाहिएसर्वश्रेष्ठ म्युचुअल फंड एसआईपी के आधार पर उनके निवेश के उद्देश्य और अवधिएसआईपी निवेश.
टॉप 11 एसआईपी फंड में निवेश क्यों करें?
एसआईपी म्यूचुअल फंड में निवेश करने के लिए अनुशासित दृष्टिकोण देते हैं
व्यवस्थित निवेश भविष्य के सपने और प्रमुख लक्ष्यों जैसे- सेवानिवृत्ति, बच्चे का करियर, घर, कार या किसी अन्य संपत्ति की खरीद के वित्तपोषण में मदद करता है।
एसआईपी कंपाउंडिंग का अधिकतम लाभ उठाने में मदद करते हैं और युवा निवेशकों के लिए आदर्श हैं
व्यवस्थित निवेश योजनाएं इक्विटी में उतार-चढ़ाव के जोखिम को कम करती हैं
एसआईपी में निवेश कैसे करें?
पैसा निवेश करना एक कला है, अगर इसे सही तरीके से किया जाए तो यह अद्भुत काम कर सकता है। अब जब आप जानते हैंशीर्ष एसआईपी योजनाओं में आपको पता होना चाहिए कि इसमें निवेश कैसे करें। हमने नीचे SIP में निवेश करने के चरणों का उल्लेख किया है।
1. अपने वित्तीय लक्ष्यों का विश्लेषण करें
एक एसआईपी निवेश चुनें जो आपके अनुकूल होवित्तीय लक्ष्यों. उदाहरण के लिए, यदि आपका लक्ष्य अल्पकालिक है (यदि आप अगले 2 वर्षों में कार खरीदना चाहते हैं), तो आपको डेट म्यूचुअल फंड में निवेश करना चाहिए। और, यदि आपका लक्ष्य दीर्घकालिक है (जैसेसेवानिवृत्ति योजना) तो इक्विटी म्युचुअल फंड में निवेश करना पसंद करते हैं।
2. निवेश का समय चुनें
यह सुनिश्चित करेगा कि आप सही समय के लिए सही राशि का निवेश करें।
3. वह राशि तय करें जिसे आप मासिक निवेश करना चाहते हैं
चूंकि एसआईपी एक मासिक निवेश है, इसलिए आपको एक ऐसी राशि का चयन करना चाहिए, जिसके बिना आप मासिक रूप से निवेश कर सकेंविफल. आप अपने लक्ष्य के अनुसार उपयुक्त राशि की गणना भी कर सकते हैंघूंट कैलकुलेटर या एसआईपी रिटर्न कैलकुलेटर।
4. सबसे अच्छा SIP प्लान चुनें
सलाह-मशविरा करके निवेश का बुद्धिमानी से चुनाव करेंवित्तीय सलाहकार या चुनकरसर्वश्रेष्ठ एसआईपी योजनाएं विभिन्न ऑनलाइन निवेश प्लेटफार्मों द्वारा की पेशकश की।
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भारत में शीर्ष 11 एसआईपी म्युचुअल फंड वित्त वर्ष 22 - 23
To generate long-term capital appreciation for you from a portfolio made up predominantly of equity and equity-related securities of technology intensive companies. ICICI Prudential Technology Fund is a Equity - Sectoral fund was launched on 3 Mar 00. It is a fund with High risk and has given a Below is the key information for ICICI Prudential Technology Fund Returns up to 1 year are on The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies in Information Technology Sector in India.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. TATA Digital India Fund is a Equity - Sectoral fund was launched on 28 Dec 15. It is a fund with High risk and has given a Below is the key information for TATA Digital India Fund Returns up to 1 year are on (Erstwhile SBI IT Fund) To provide the investors maximum growth opportunity through equity
investments in stocks of growth oriented sectors of the economy. SBI Technology Opportunities Fund is a Equity - Sectoral fund was launched on 9 Jan 13. It is a fund with High risk and has given a Below is the key information for SBI Technology Opportunities Fund Returns up to 1 year are on (Erstwhile Aditya Birla Sun Life New Millennium Fund) A multi-sector open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 100% equity, focusing on investing in technology and technology dependent companies, hardware, peripherals and components, software, telecom, media, internet and e-commerce and other technology enabled companies. The secondary objective is income generation and distribution of dividend. Aditya Birla Sun Life Digital India Fund is a Equity - Sectoral fund was launched on 15 Jan 00. It is a fund with High risk and has given a Below is the key information for Aditya Birla Sun Life Digital India Fund Returns up to 1 year are on The primary objective of the Scheme is to achieve long-term capital appreciation by investing in equity & equity related instruments of mid cap & small cap companies. Principal Emerging Bluechip Fund is a Equity - Large & Mid Cap fund was launched on 12 Nov 08. It is a fund with Moderately High risk and has given a Below is the key information for Principal Emerging Bluechip Fund Returns up to 1 year are on To achieve capital appreciation by investing in
equity and equity related instruments of select
stocks Sundaram Select Focus Fund is a Equity - Focused fund was launched on 30 Jul 02. It is a fund with Moderately High risk and has given a Below is the key information for Sundaram Select Focus Fund Returns up to 1 year are on The primary objective of the Scheme is to achieve long-term capital appreciation by predominantly investing in equity & equity related instruments of mid cap companies. However, there is no assurance that the investment objective of the Scheme will be realized. PGIM India Midcap Opportunities Fund is a Equity - Mid Cap fund was launched on 2 Dec 13. It is a fund with High risk and has given a Below is the key information for PGIM India Midcap Opportunities Fund Returns up to 1 year are on (Erstwhile IIFL India Growth Fund) The investment objective of the scheme is to generate long term capital appreciation for investors from a portfolio of equity and equity related securities. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. IIFL Focused Equity Fund is a Equity - Focused fund was launched on 30 Oct 14. It is a fund with Moderately High risk and has given a Below is the key information for IIFL Focused Equity Fund Returns up to 1 year are on (Erstwhile Kotak Midcap Scheme) The investment objective of the Scheme is to generate capital appreciation from a diversified portfolio of equity and equity related securities. Kotak Small Cap Fund is a Equity - Small Cap fund was launched on 24 Feb 05. It is a fund with Moderately High risk and has given a Below is the key information for Kotak Small Cap Fund Returns up to 1 year are on (Erstwhile Motilal Oswal MOSt Focused Midcap 30 Fund) The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. Motilal Oswal Midcap 30 Fund is a Equity - Mid Cap fund was launched on 24 Feb 14. It is a fund with Moderately High risk and has given a Below is the key information for Motilal Oswal Midcap 30 Fund Returns up to 1 year are on To provide long-term capital appreciation by predominantly investing in equity and equity related securities of technology and technology related companies. Franklin India Technology Fund is a Equity - Sectoral fund was launched on 22 Aug 98. It is a fund with High risk and has given a Below is the key information for Franklin India Technology 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 (%) 2022 (%) ICICI Prudential Technology Fund Growth ₹132.13
↑ 1.44 ₹9,092 100 -1.9 4.1 -17.4 43.7 20.7 -23.2 TATA Digital India Fund Growth ₹31.3281
↑ 0.40 ₹6,725 150 -0.8 4.3 -16.5 38.1 20.3 -23.3 SBI Technology Opportunities Fund Growth ₹139.789
↑ 1.56 ₹2,880 500 -0.7 9.4 -8 37.3 20 -15.5 Aditya Birla Sun Life Digital India Fund Growth ₹117.17
↑ 1.69 ₹3,334 100 -0.1 6.2 -13.4 38.2 19.8 -21.6 Principal Emerging Bluechip Fund Growth ₹183.316
↑ 2.03 ₹3,124 100 2.9 13.6 38.9 21.9 19.2 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 100 -5 8.5 24.5 17 17.3 PGIM India Midcap Opportunities Fund Growth ₹41.62
↑ 0.15 ₹7,617 1,000 -6.5 -8.4 0.2 38.1 16.5 -1.7 IIFL Focused Equity Fund Growth ₹29.773
↑ 0.25 ₹3,428 1,000 -3.7 -0.5 2.9 25.4 16.2 -0.9 Kotak Small Cap Fund Growth ₹157.882
↑ 0.86 ₹8,573 1,000 -4.4 -6.7 -0.9 37.5 15.1 -3.1 Motilal Oswal Midcap 30 Fund Growth ₹49.5702
↑ 0.13 ₹3,663 500 -4.5 -3.9 14 29.8 15 10.7 Franklin India Technology Fund Growth ₹287.542
↑ 1.23 ₹714 500 0.8 4.4 -11.9 28 14.7 -22.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Mar 23 200 करोड़ 5 साल के कैलेंडर वर्ष के रिटर्न के आधार पर ऑर्डर किए गए म्यूचुअल फंड की इक्विटी श्रेणी में।1. ICICI Prudential Technology Fund
CAGR/Annualized return of 11.9% since its launch. Ranked 37 in Sectoral category. Return for 2022 was -23.2% , 2021 was 75.7% and 2020 was 70.6% . ICICI Prudential Technology Fund
Growth Launch Date 3 Mar 00 NAV (17 Mar 23) ₹132.13 ↑ 1.44 (1.10 %) Net Assets (Cr) ₹9,092 on 31 Jan 23 Category Equity - Sectoral AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk High Expense Ratio 2.07 Sharpe Ratio -0.89 Information Ratio 0.97 Alpha Ratio -4.84 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 28 Feb 18 ₹10,000 28 Feb 19 ₹11,557 29 Feb 20 ₹10,952 28 Feb 21 ₹19,601 28 Feb 22 ₹29,069 28 Feb 23 ₹25,846 Returns for ICICI Prudential Technology Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 23 Duration Returns 1 Month -6.3% 3 Month -1.9% 6 Month 4.1% 1 Year -17.4% 3 Year 43.7% 5 Year 20.7% 10 Year 15 Year Since launch 11.9% Historical performance (Yearly) on absolute basis
Year Returns 2022 -23.2% 2021 75.7% 2020 70.6% 2019 2.3% 2018 19.1% 2017 19.8% 2016 -4% 2015 3.9% 2014 26.3% 2013 62.6% Fund Manager information for ICICI Prudential Technology Fund
Name Since Tenure Vaibhav Dusad 2 May 20 2.75 Yr. Sharmila D’mello 30 Jun 22 0.59 Yr. Data below for ICICI Prudential Technology Fund as on 31 Jan 23
Equity Sector Allocation
Sector Value Technology 77.99% Communication Services 14.49% Industrials 2.1% Consumer Cyclical 1.49% Financial Services 0.14% Consumer Defensive 0.12% Energy 0.09% Asset Allocation
Asset Class Value Cash 3.59% Equity 96.41% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY34% ₹3,095 Cr 20,180,348
↑ 8,398 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 19 | TCS18% ₹1,645 Cr 4,898,548
↑ 28,893 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL8% ₹721 Cr 9,365,724
↑ 410,000 HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH7% ₹615 Cr 5,481,362
↓ -1,761,190 Wipro Ltd (Technology)
Equity, Since 30 Sep 19 | 5076855% ₹446 Cr 11,193,811
↑ 1,599,509 Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 5327553% ₹310 Cr 3,058,650
↑ 375,000 LTIMindtree Ltd (Technology)
Equity, Since 31 Jul 16 | LTIM2% ₹169 Cr 387,476
↑ 2,561 Zee Entertainment Enterprises Ltd (Communication Services)
Equity, Since 31 Jan 22 | ZEEL2% ₹145 Cr 6,396,703
↑ 726,032 Cognizant Technology Solutions Corp Class A (Technology)
Equity, Since 31 Jul 21 | CTSH1% ₹109 Cr 203,668
↑ 86,000 Accenture PLC Class A (Technology)
Equity, Since 28 Feb 21 | ACN1% ₹98 Cr 43,600 2. TATA Digital India Fund
CAGR/Annualized return of 17.1% since its launch. Return for 2022 was -23.3% , 2021 was 74.4% and 2020 was 54.8% . TATA Digital India Fund
Growth Launch Date 28 Dec 15 NAV (17 Mar 23) ₹31.3281 ↑ 0.40 (1.30 %) Net Assets (Cr) ₹6,725 on 31 Jan 23 Category Equity - Sectoral AMC Tata Asset Management Limited Rating Risk High Expense Ratio 0 Sharpe Ratio -0.87 Information Ratio 0.39 Alpha Ratio -3.38 Min Investment 5,000 Min SIP Investment 150 Exit Load 0-3 Months (0.25%),3 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 18 ₹10,000 28 Feb 19 ₹12,067 29 Feb 20 ₹11,854 28 Feb 21 ₹19,272 28 Feb 22 ₹28,648 28 Feb 23 ₹25,530 Returns for TATA Digital India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 23 Duration Returns 1 Month -5.7% 3 Month -0.8% 6 Month 4.3% 1 Year -16.5% 3 Year 38.1% 5 Year 20.3% 10 Year 15 Year Since launch 17.1% Historical performance (Yearly) on absolute basis
Year Returns 2022 -23.3% 2021 74.4% 2020 54.8% 2019 7.5% 2018 24.9% 2017 19.6% 2016 -6% 2015 2014 2013 Fund Manager information for TATA Digital India Fund
Name Since Tenure Meeta Shetty 9 Mar 21 1.9 Yr. Venkat Samala 26 Nov 20 2.18 Yr. Data below for TATA Digital India Fund as on 31 Jan 23
Equity Sector Allocation
Sector Value Technology 76.28% Communication Services 10.82% Industrials 4.02% Consumer Cyclical 1.59% Financial Services 0.49% Health Care 0.1% Consumer Defensive 0.09% Utility 0.02% Energy 0.01% Real Estate 0% Asset Allocation
Asset Class Value Cash 6.58% Equity 93.42% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY26% ₹1,715 Cr 11,184,598
↑ 220,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS19% ₹1,311 Cr 3,903,371
↑ 380,000 HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH9% ₹604 Cr 5,383,886 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 21 | BHARTIARTL8% ₹525 Cr 6,819,200 LTIMindtree Ltd (Technology)
Equity, Since 28 Feb 21 | LTIM7% ₹448 Cr 1,025,062
↑ 37,000 Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | 5327553% ₹223 Cr 2,195,094
↓ -740,000 Wipro Ltd (Technology)
Equity, Since 31 Jul 18 | 5076852% ₹160 Cr 4,013,632
↓ -1,000,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT2% ₹131 Cr 279,212
↑ 25,000 Cyient Ltd (Industrials)
Equity, Since 28 Feb 21 | CYIENT2% ₹111 Cr 1,259,737
↑ 15,440 Invesco NASDAQ 100 ETF
- | -1% ₹99 Cr 101,740 3. SBI Technology Opportunities Fund
CAGR/Annualized return of 19.4% since its launch. Ranked 42 in Sectoral category. Return for 2022 was -15.5% , 2021 was 66.4% and 2020 was 47.3% . SBI Technology Opportunities Fund
Growth Launch Date 9 Jan 13 NAV (17 Mar 23) ₹139.789 ↑ 1.56 (1.12 %) Net Assets (Cr) ₹2,880 on 31 Jan 23 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆ Risk High Expense Ratio 2.26 Sharpe Ratio -0.33 Information Ratio 0.83 Alpha Ratio 6 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-15 Days (0.5%),15 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 18 ₹10,000 28 Feb 19 ₹11,297 29 Feb 20 ₹11,605 28 Feb 21 ₹17,687 28 Feb 22 ₹25,513 28 Feb 23 ₹24,943 Returns for SBI Technology Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 23 Duration Returns 1 Month -5.8% 3 Month -0.7% 6 Month 9.4% 1 Year -8% 3 Year 37.3% 5 Year 20% 10 Year 15 Year Since launch 19.4% Historical performance (Yearly) on absolute basis
Year Returns 2022 -15.5% 2021 66.4% 2020 47.3% 2019 12.2% 2018 17.1% 2017 13% 2016 -3.3% 2015 2.4% 2014 29.2% 2013 Fund Manager information for SBI Technology Opportunities Fund
Name Since Tenure Saurabh Pant 1 Jan 22 1.08 Yr. Mohit Jain 1 Jan 22 1.08 Yr. Data below for SBI Technology Opportunities Fund as on 31 Jan 23
Equity Sector Allocation
Sector Value Technology 67.63% Communication Services 17.05% Industrials 2.17% Consumer Cyclical 1.68% Health Care 0.11% Consumer Defensive 0.1% Utility 0.02% Financial Services 0.01% Energy 0.01% Real Estate 0% Asset Allocation
Asset Class Value Cash 11.21% Equity 88.79% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY28% ₹798 Cr 5,200,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 06 | TCS13% ₹369 Cr 1,100,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL9% ₹270 Cr 3,500,000 HCL Technologies Ltd (Technology)
Equity, Since 31 Mar 06 | HCLTECH7% ₹191 Cr 1,700,000 Netflix Inc (Communication Services)
Equity, Since 31 Aug 21 | NFLX5% ₹136 Cr 47,000 Wipro Ltd (Technology)
Equity, Since 30 Apr 21 | 5076854% ₹123 Cr 3,080,000 NVIDIA Corp (Technology)
Equity, Since 30 Apr 21 | NVDA4% ₹102 Cr 65,000
↓ -18,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 22 | PERSISTENT3% ₹94 Cr 200,000 Tech Mahindra Ltd (Technology)
Equity, Since 31 May 22 | 5327553% ₹84 Cr 830,000 PVR Ltd (Communication Services)
Equity, Since 31 Jan 22 | PVR3% ₹78 Cr 459,692
↑ 349,692 4. Aditya Birla Sun Life Digital India Fund
CAGR/Annualized return of 11.2% since its launch. Ranked 33 in Sectoral category. Return for 2022 was -21.6% , 2021 was 70.5% and 2020 was 59% . Aditya Birla Sun Life Digital India Fund
Growth Launch Date 15 Jan 00 NAV (17 Mar 23) ₹117.17 ↑ 1.69 (1.46 %) Net Assets (Cr) ₹3,334 on 31 Jan 23 Category Equity - Sectoral AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆ Risk High Expense Ratio 2.19 Sharpe Ratio -0.77 Information Ratio 0.77 Alpha Ratio -2.66 Min Investment 1,000 Min SIP Investment 100 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 18 ₹10,000 28 Feb 19 ₹11,133 29 Feb 20 ₹11,457 28 Feb 21 ₹19,056 28 Feb 22 ₹26,930 28 Feb 23 ₹24,858 Returns for Aditya Birla Sun Life Digital India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 23 Duration Returns 1 Month -5% 3 Month -0.1% 6 Month 6.2% 1 Year -13.4% 3 Year 38.2% 5 Year 19.8% 10 Year 15 Year Since launch 11.2% Historical performance (Yearly) on absolute basis
Year Returns 2022 -21.6% 2021 70.5% 2020 59% 2019 9.6% 2018 15.6% 2017 22.4% 2016 -3.5% 2015 11.2% 2014 21.1% 2013 50.2% Fund Manager information for Aditya Birla Sun Life Digital India Fund
Name Since Tenure Kunal Sangoi 15 Jan 14 9.05 Yr. Data below for Aditya Birla Sun Life Digital India Fund as on 31 Jan 23
Equity Sector Allocation
Sector Value Technology 80.4% Communication Services 8.29% Industrials 7.02% Consumer Cyclical 2.18% Financial Services 0.64% Asset Allocation
Asset Class Value Cash 1.47% Equity 98.53% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY26% ₹853 Cr 5,563,401
↑ 85,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS11% ₹351 Cr 1,045,450 HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 10 | HCLTECH9% ₹305 Cr 2,721,227
↓ -50,000 Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | 5327558% ₹260 Cr 2,563,833 LTIMindtree Ltd (Technology)
Equity, Since 31 Mar 21 | LTIM6% ₹214 Cr 490,179 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL5% ₹163 Cr 2,114,697 Cyient Ltd (Industrials)
Equity, Since 31 May 14 | CYIENT3% ₹115 Cr 1,306,398 Coforge Ltd (Technology)
Equity, Since 30 Jun 20 | COFORGE3% ₹107 Cr 244,188
↓ -31,093 Birlasoft Ltd (Technology)
Equity, Since 30 Sep 20 | BSOFT3% ₹85 Cr 2,820,432
↑ 200,000 Zee Entertainment Enterprises Ltd (Communication Services)
Equity, Since 30 Jun 21 | ZEEL2% ₹64 Cr 2,836,967 5. Principal Emerging Bluechip Fund
CAGR/Annualized return of 24.8% since its launch. Ranked 1 in Large & Mid Cap category. . Principal Emerging Bluechip Fund
Growth Launch Date 12 Nov 08 NAV (31 Dec 21) ₹183.316 ↑ 2.03 (1.12 %) Net Assets (Cr) ₹3,124 on 30 Nov 21 Category Equity - Large & Mid Cap AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd. Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.08 Sharpe Ratio 2.74 Information Ratio 0.22 Alpha Ratio 2.18 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 28 Feb 18 ₹10,000 28 Feb 19 ₹8,962 29 Feb 20 ₹9,993 28 Feb 21 ₹13,134 Returns for Principal Emerging Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 23 Duration Returns 1 Month 2.9% 3 Month 2.9% 6 Month 13.6% 1 Year 38.9% 3 Year 21.9% 5 Year 19.2% 10 Year 15 Year Since launch 24.8% Historical performance (Yearly) on absolute basis
Year Returns 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 Fund Manager information for Principal Emerging Bluechip Fund
Name Since Tenure Data below for Principal Emerging Bluechip Fund as on 30 Nov 21
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. Sundaram Select Focus Fund
CAGR/Annualized return of 18.4% since its launch. Ranked 55 in Focused category. . Sundaram Select Focus Fund
Growth Launch Date 30 Jul 02 NAV (24 Dec 21) ₹264.968 ↓ -1.18 (-0.45 %) Net Assets (Cr) ₹1,354 on 30 Nov 21 Category Equity - Focused AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.52 Sharpe Ratio 1.85 Information Ratio -0.52 Alpha Ratio -5.62 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 18 ₹10,000 28 Feb 19 ₹10,141 29 Feb 20 ₹11,405 28 Feb 21 ₹13,985 Returns for Sundaram Select Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 23 Duration Returns 1 Month -2.6% 3 Month -5% 6 Month 8.5% 1 Year 24.5% 3 Year 17% 5 Year 17.3% 10 Year 15 Year Since launch 18.4% Historical performance (Yearly) on absolute basis
Year Returns 2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 Fund Manager information for Sundaram Select Focus Fund
Name Since Tenure Data below for Sundaram Select Focus Fund as on 30 Nov 21
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. PGIM India Midcap Opportunities Fund
CAGR/Annualized return of 16.6% since its launch. Ranked 40 in Mid Cap category. Return for 2022 was -1.7% , 2021 was 63.8% and 2020 was 48.4% . PGIM India Midcap Opportunities Fund
Growth Launch Date 2 Dec 13 NAV (17 Mar 23) ₹41.62 ↑ 0.15 (0.36 %) Net Assets (Cr) ₹7,617 on 31 Jan 23 Category Equity - Mid Cap AMC Pramerica Asset Managers Private Limited Rating ☆ Risk High Expense Ratio 0 Sharpe Ratio -0.36 Information Ratio 1.13 Alpha Ratio -5.31 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 18 ₹10,000 28 Feb 19 ₹8,450 29 Feb 20 ₹9,659 28 Feb 21 ₹15,456 28 Feb 22 ₹20,461 28 Feb 23 ₹21,209 Returns for PGIM India Midcap Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 23 Duration Returns 1 Month -3.2% 3 Month -6.5% 6 Month -8.4% 1 Year 0.2% 3 Year 38.1% 5 Year 16.5% 10 Year 15 Year Since launch 16.6% Historical performance (Yearly) on absolute basis
Year Returns 2022 -1.7% 2021 63.8% 2020 48.4% 2019 3.6% 2018 -16.1% 2017 37% 2016 -1.3% 2015 7.9% 2014 42.8% 2013 Fund Manager information for PGIM India Midcap Opportunities Fund
Name Since Tenure Aniruddha Naha 1 Jun 21 1.67 Yr. Puneet Pal 16 Jul 22 0.55 Yr. Vivek Sharma 1 Jun 21 1.67 Yr. Data below for PGIM India Midcap Opportunities Fund as on 31 Jan 23
Equity Sector Allocation
Sector Value Industrials 23.34% Financial Services 19.1% Consumer Cyclical 14.32% Basic Materials 10.18% Health Care 9.2% Consumer Defensive 4.96% Real Estate 3.96% Technology 3.64% Utility 1.81% Communication Services 1.39% Asset Allocation
Asset Class Value Cash 8.1% Equity 91.9% Top Securities Holdings / Portfolio
Name Holding Value Quantity The Federal Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | FEDERALBNK4% ₹332 Cr 24,706,857
↑ 4,800,000 Cummins India Ltd (Industrials)
Equity, Since 31 Dec 20 | 5004804% ₹326 Cr 2,272,298 Timken India Ltd (Industrials)
Equity, Since 30 Sep 21 | 5221134% ₹292 Cr 935,000
↑ 75,000 Ashok Leyland Ltd (Industrials)
Equity, Since 30 Apr 20 | 5004774% ₹289 Cr 19,332,000
↑ 9,632,000 Kajaria Ceramics Ltd (Industrials)
Equity, Since 31 Oct 21 | 5002334% ₹272 Cr 2,576,766
↑ 250,000 Bata India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | BATAINDIA3% ₹257 Cr 1,679,700 Max Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 19 | 5002713% ₹242 Cr 2,895,000
↑ 1,895,000 SKF India Ltd (Industrials)
Equity, Since 28 Feb 21 | SKFINDIA3% ₹236 Cr 536,509 Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 31 Jul 22 | JUBLFOOD3% ₹224 Cr 4,598,000
↑ 200,000 Persistent Systems Ltd (Technology)
Equity, Since 30 Nov 21 | PERSISTENT3% ₹213 Cr 454,840
↓ -75,000 8. IIFL Focused Equity Fund
CAGR/Annualized return of 13.9% since its launch. Return for 2022 was -0.9% , 2021 was 36.4% and 2020 was 23.8% . IIFL Focused Equity Fund
Growth Launch Date 30 Oct 14 NAV (17 Mar 23) ₹29.773 ↑ 0.25 (0.83 %) Net Assets (Cr) ₹3,428 on 31 Jan 23 Category Equity - Focused AMC IIFL Asset Management Limited Rating Risk Moderately High Expense Ratio 0 Sharpe Ratio -0.28 Information Ratio 0.15 Alpha Ratio -2.47 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-2 Months (2%),2 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 18 ₹10,000 28 Feb 19 ₹9,993 29 Feb 20 ₹12,763 28 Feb 21 ₹16,491 28 Feb 22 ₹19,985 28 Feb 23 ₹20,703 Returns for IIFL Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 23 Duration Returns 1 Month -3.1% 3 Month -3.7% 6 Month -0.5% 1 Year 2.9% 3 Year 25.4% 5 Year 16.2% 10 Year 15 Year Since launch 13.9% Historical performance (Yearly) on absolute basis
Year Returns 2022 -0.9% 2021 36.4% 2020 23.8% 2019 27.3% 2018 -6.8% 2017 30% 2016 9.9% 2015 1.8% 2014 2013 Fund Manager information for IIFL Focused Equity Fund
Name Since Tenure Mayur Patel 11 Nov 19 3.23 Yr. Data below for IIFL Focused Equity Fund as on 31 Jan 23
Equity Sector Allocation
Sector Value Financial Services 31.47% Industrials 14.33% Consumer Cyclical 13.42% Basic Materials 8.8% Technology 8.41% Health Care 6.17% Communication Services 4.65% Consumer Defensive 2.91% Utility 2.8% Energy 1.98% Asset Allocation
Asset Class Value Cash 5.05% Equity 94.95% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 17 | HDFCBANK9% ₹299 Cr 1,866,907 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK8% ₹273 Cr 3,287,614 Infosys Ltd (Technology)
Equity, Since 28 Feb 18 | INFY6% ₹213 Cr 1,390,858 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 21 | LT5% ₹167 Cr 784,154 Axis Bank Ltd (Financial Services)
Equity, Since 30 Nov 20 | 5322155% ₹161 Cr 1,845,709 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jul 19 | BHARTIARTL5% ₹156 Cr 2,020,031 State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN4% ₹128 Cr 2,313,007
↓ -290,519 Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 May 21 | TATAMOTORS3% ₹119 Cr 2,643,181 Cummins India Ltd (Industrials)
Equity, Since 31 Jul 22 | 5004803% ₹109 Cr 758,163 APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 30 Nov 22 | APLAPOLLO3% ₹103 Cr 896,883 9. Kotak Small Cap Fund
CAGR/Annualized return of 16.5% since its launch. Ranked 23 in Small Cap category. Return for 2022 was -3.1% , 2021 was 70.9% and 2020 was 34.2% . Kotak Small Cap Fund
Growth Launch Date 24 Feb 05 NAV (17 Mar 23) ₹157.882 ↑ 0.86 (0.55 %) Net Assets (Cr) ₹8,573 on 31 Jan 23 Category Equity - Small Cap AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.55 Sharpe Ratio -0.43 Information Ratio 0.52 Alpha Ratio -0.73 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 28 Feb 18 ₹10,000 28 Feb 19 ₹8,228 29 Feb 20 ₹9,509 28 Feb 21 ₹14,460 28 Feb 22 ₹19,569 28 Feb 23 ₹20,051 Returns for Kotak Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 23 Duration Returns 1 Month -2.8% 3 Month -4.4% 6 Month -6.7% 1 Year -0.9% 3 Year 37.5% 5 Year 15.1% 10 Year 15 Year Since launch 16.5% Historical performance (Yearly) on absolute basis
Year Returns 2022 -3.1% 2021 70.9% 2020 34.2% 2019 5% 2018 -17.3% 2017 44% 2016 8.9% 2015 7.4% 2014 74% 2013 -4.9% Fund Manager information for Kotak Small Cap Fund
Name Since Tenure Pankaj Tibrewal 21 Jan 10 13.04 Yr. Arjun Khanna 30 Apr 22 0.76 Yr. Data below for Kotak Small Cap Fund as on 31 Jan 23
Equity Sector Allocation
Sector Value Industrials 33.58% Consumer Cyclical 27.09% Basic Materials 19.61% Financial Services 5% Technology 3.38% Health Care 3.2% Consumer Defensive 1.97% Real Estate 1.28% Energy 0.25% Asset Allocation
Asset Class Value Cash 3.82% Equity 96.18% Top Securities Holdings / Portfolio
Name Holding Value Quantity Carborundum Universal Ltd (Industrials)
Equity, Since 30 Jun 18 | CARBORUNIV5% ₹407 Cr 4,186,972 Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Jan 18 | RATNAMANI4% ₹316 Cr 1,423,139
↓ -17,241 Century Plyboards (India) Ltd (Consumer Cyclical)
Equity, Since 31 Oct 18 | 5325483% ₹293 Cr 5,647,509
↑ 27,019 Cyient Ltd (Industrials)
Equity, Since 31 Dec 19 | CYIENT3% ₹269 Cr 3,061,007 Blue Star Ltd (Industrials)
Equity, Since 31 May 18 | BLUESTARCO3% ₹243 Cr 1,978,982 Sheela Foam Ltd (Consumer Cyclical)
Equity, Since 30 Jun 18 | SFL3% ₹236 Cr 1,927,672 Galaxy Surfactants Ltd (Basic Materials)
Equity, Since 31 Jan 18 | GALAXYSURF3% ₹233 Cr 998,909
↑ 6,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT3% ₹222 Cr 474,169 Supreme Industries Ltd (Industrials)
Equity, Since 31 May 14 | 5099303% ₹216 Cr 854,324
↓ -25,000 Garware Technical Fibres Ltd (Consumer Cyclical)
Equity, Since 30 Jun 21 | GARFIBRES3% ₹215 Cr 738,963
↑ 23,004 10. Motilal Oswal Midcap 30 Fund
CAGR/Annualized return of 19.3% since its launch. Ranked 27 in Mid Cap category. Return for 2022 was 10.7% , 2021 was 55.8% and 2020 was 9.3% . Motilal Oswal Midcap 30 Fund
Growth Launch Date 24 Feb 14 NAV (17 Mar 23) ₹49.5702 ↑ 0.13 (0.27 %) Net Assets (Cr) ₹3,663 on 31 Jan 23 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.46 Sharpe Ratio 0.34 Information Ratio -0.07 Alpha Ratio 6.64 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 18 ₹10,000 28 Feb 19 ₹9,266 29 Feb 20 ₹10,894 28 Feb 21 ₹12,774 28 Feb 22 ₹17,089 28 Feb 23 ₹19,932 Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 23 Duration Returns 1 Month -1% 3 Month -4.5% 6 Month -3.9% 1 Year 14% 3 Year 29.8% 5 Year 15% 10 Year 15 Year Since launch 19.3% Historical performance (Yearly) on absolute basis
Year Returns 2022 10.7% 2021 55.8% 2020 9.3% 2019 9.7% 2018 -12.7% 2017 30.8% 2016 5.2% 2015 16.5% 2014 2013 Fund Manager information for Motilal Oswal Midcap 30 Fund
Name Since Tenure Niket Shah 1 Jul 20 2.59 Yr. Ankush Sood 11 Nov 22 0.22 Yr. Rakesh Shetty 22 Nov 22 0.19 Yr. Data below for Motilal Oswal Midcap 30 Fund as on 31 Jan 23
Equity Sector Allocation
Sector Value Consumer Cyclical 24.35% Industrials 17.54% Financial Services 11.83% Real Estate 10.45% Basic Materials 8.98% Health Care 6.28% Technology 3.97% Utility 2.83% Asset Allocation
Asset Class Value Cash 14.71% Equity 85.29% Top Securities Holdings / Portfolio
Name Holding Value Quantity CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Mar 21 | 50009312% ₹431 Cr 14,250,000 Tube Investments of India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Jul 20 | TIINDIA10% ₹365 Cr 1,400,000
↑ 50,000 Phoenix Mills Ltd (Real Estate)
Equity, Since 30 Apr 20 | 50310010% ₹359 Cr 2,625,000
↓ -50,000 Max Financial Services Ltd (Financial Services)
Equity, Since 31 May 20 | 5002715% ₹196 Cr 2,350,000
↑ 150,000 Campus Activewear Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | 5435235% ₹195 Cr 4,971,000
↓ -529,000 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Mar 22 | 5008504% ₹151 Cr 5,000,000
↑ 3,250,000 Vedant Fashions Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | 5434633% ₹113 Cr 950,000
↑ 498,241 Voltas Ltd (Industrials)
Equity, Since 31 Oct 17 | VOLTAS3% ₹112 Cr 1,400,000 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 21 | MAXHEALTH3% ₹110 Cr 2,500,000
↑ 350,000 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | 5406113% ₹105 Cr 1,700,000 11. Franklin India Technology Fund
CAGR/Annualized return of 17.9% since its launch. Ranked 41 in Sectoral category. Return for 2022 was -22.3% , 2021 was 39% and 2020 was 56.8% . Franklin India Technology Fund
Growth Launch Date 22 Aug 98 NAV (16 Mar 23) ₹287.542 ↑ 1.23 (0.43 %) Net Assets (Cr) ₹714 on 31 Jan 23 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆ Risk High Expense Ratio 2.45 Sharpe Ratio -0.89 Information Ratio -0.37 Alpha Ratio -4.99 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 28 Feb 18 ₹10,000 28 Feb 19 ₹11,210 29 Feb 20 ₹11,517 28 Feb 21 ₹18,801 28 Feb 22 ₹22,261 28 Feb 23 ₹20,272 Returns for Franklin India Technology Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Mar 23 Duration Returns 1 Month -5.5% 3 Month 0.8% 6 Month 4.4% 1 Year -11.9% 3 Year 28% 5 Year 14.7% 10 Year 15 Year Since launch 17.9% Historical performance (Yearly) on absolute basis
Year Returns 2022 -22.3% 2021 39% 2020 56.8% 2019 12.4% 2018 11.9% 2017 19.1% 2016 -2.6% 2015 3.8% 2014 16.8% 2013 53.3% Fund Manager information for Franklin India Technology Fund
Name Since Tenure Anand Radhakrishnan 3 Mar 07 15.93 Yr. Varun Sharma 30 Nov 15 7.18 Yr. Sandeep Manam 18 Oct 21 1.29 Yr. Data below for Franklin India Technology Fund as on 31 Jan 23
Equity Sector Allocation
Sector Value Technology 63.28% Communication Services 13.23% Consumer Cyclical 8.76% Industrials 4.29% Financial Services 3.35% Basic Materials 0.82% Real Estate 0.3% Health Care 0.15% Energy 0.03% Consumer Defensive 0% Asset Allocation
Asset Class Value Cash 4.72% Equity 95% Debt 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY14% ₹101 Cr 657,408
↓ -65,386 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS12% ₹89 Cr 264,394
↓ -15,606 HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH10% ₹71 Cr 628,738 Franklin Technology I Acc USD
Investment Fund | -9% ₹62 Cr 175,810 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL6% ₹39 Cr 509,988 Tech Mahindra Ltd (Technology)
Equity, Since 28 Feb 14 | 5327554% ₹29 Cr 284,336 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jan 17 | NAUKRI3% ₹21 Cr 56,186
↓ -4,079 Cyient Ltd (Industrials)
Equity, Since 31 Dec 06 | CYIENT3% ₹20 Cr 228,123
↓ -27,599 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 5433202% ₹18 Cr 3,560,723
↑ 217,325 PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | 5433902% ₹17 Cr 386,738
↑ 17,871
निवेशकों को अपनी पसंद के SIP प्लान में निवेश करने की सलाह दी जाती है। उपर्युक्त शीर्ष 11 म्यूचुअल फंड सभी प्रकार के निवेशकों के लिए उपयुक्त हैं। तो, या तो आप एक उच्च जोखिम वाले हैंइन्वेस्टर या अपेक्षाकृत कम एक, ये एसआईपी फंड हैंनिवेश करने के लिए सर्वश्रेष्ठ म्युचुअल फंड. तो, प्रतीक्षा न करें, अभी निवेश करें!
सर्वोत्तम व्यवस्थित निवेश योजनाओं में निवेश करते समय विचार करने के लिए मानदंड
सबसे अच्छा प्रदर्शन करने वाले एसआईपी फंड का मूल्यांकन करने के लिए, आइए जानते हैं कि निवेश करने से पहले किन कारकों पर विचार करना चाहिए।
शीर्ष एसआईपी में निवेश करने के लिए मात्रात्मक कारक
एसआईपी के माध्यम से निवेश करने से पहले जिन मात्रात्मक कारकों पर विचार करना चाहिए, उनमें प्रदर्शन रेटिंग (क्रिसिल, वैल्यू रिसर्च आदि के अनुसार), फंड की उम्र, पिछले रिटर्न और फंड की अस्थिरता, व्यय अनुपात और एक्जिट लोड शामिल हैं।
शीर्ष एसआईपी में निवेश करने के लिए गुणात्मक कारक
विश्लेषण करने के लिए गुणात्मक प्रमुख आंकड़ों में फंड मैनेजर का ट्रैक रिकॉर्ड, फंड हाउस की प्रतिष्ठा और एसआईपी फंड की निवेश प्रक्रिया शामिल है।
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पूछे जाने वाले प्रश्न
1. म्यूचुअल फंड क्या हैं?
ए: म्युचुअल फंड सिस्टमैटिक इन्वेस्टमेंट प्लान या एसआईपी का एक हिस्सा हैं जो आमतौर पर बाद में उत्कृष्ट रिटर्न देते हैं। जब आपम्युचुअल फंड में निवेश, आप अपने निवेश पोर्टफोलियो में विविधता लाते हैं। एक म्युचुअल फंड को एक निवेश उपकरण माना जा सकता है जिसे द्वारा विकसित किया गया हैएसेट मैनेजमेंट कंपनी कई निवेशकों और कंपनियों के निवेश में पूलिंग करके।
2. म्यूचुअल फंड के विभिन्न प्रकार क्या हैं?
ए: म्युचुअल फंड को मोटे तौर पर निम्नलिखित प्रकारों में वर्गीकृत किया जा सकता है:
- इक्विटी या ग्रोथ फंड
- फिक्स्ड इनकम फंड याडेट फंड
- टैक्स सेविंग फंड
- लिक्विड फंड
- बैलेंस्ड फंड
- गिल्ट फंड
- एक्सचेंज-ट्रेडेड फंड याईटीएफ
3. ग्रोथ इक्विटी फंड क्या हैं?
ए: विकासइक्विटी फ़ंड सबसे आम म्यूचुअल फंड हैं। हालांकि, इस पोर्टफोलियो में अस्थिर निवेश शामिल होंगे। फिर भी, निवेशक अक्सर ग्रोथ इक्विटी फंडों को पसंद करते हैं क्योंकि इनमें अधिक रिटर्न होता है और इन्हें कम अवधि के लिए निवेश किया जा सकता है।
4. आपको डेट फंड में निवेश क्यों करना चाहिए?
ए: ये निवेश उन व्यक्तियों के लिए आदर्श हैं जो निवेश पर निश्चित रिटर्न की तलाश में हैं। निश्चित आय डिबेंचर, ऋण प्रतिभूतियों, वाणिज्यिक पत्रों और सरकारी प्रतिभूतियों से अर्जित की जा सकती है। म्युचुअल फंड विभिन्न प्रकार के निवेशों का एक पोर्टफोलियो तैयार करेंगे और जोखिम को कम करेंगे।
5. आपको SIP में निवेश क्यों करना चाहिए?
ए: एसआईपी निवेशक को सुनिश्चित आय प्रदान कर सकता है। यदि आप निष्क्रिय आय अर्जित करने में रुचि रखते हैं और यह सुनिश्चित करना चाहते हैं कि आपका निवेश नियमित आय उत्पन्न करे, तो आप एसआईपी में निवेश करने पर विचार कर सकते हैं। .
6. टैक्स सेविंग म्यूचुअल फंड में निवेश क्यों करें?
ए: यदि आप अपना विकास करना चाहते हैंराजधानी और साथ ही टैक्स छूट का आनंद लेना चाहते हैं, तो आप टैक्स सेविंग म्यूचुअल फंड में निवेश कर सकते हैं। अंतर्गतधारा 80सी काआयकर 1861 का अधिनियम, यदि आप इक्विटी-लिंक्ड टैक्स सेविंग म्यूचुअल फंड में निवेश करते हैं, तो आप अपने निवेश पर कर छूट का आनंद ले सकते हैं।
7. क्या मुझे म्युचुअल फंड में निवेश करने के लिए ब्रोकर की आवश्यकता है?
ए: निवेश में आपकी सहायता के लिए आपको किसी ब्रोकर या वित्तीय संस्थान के समर्थन की आवश्यकता होगी। आपको उपयुक्त एसआईपी की पहचान करने और यह सुनिश्चित करने के लिए समर्थन की आवश्यकता होगी कि निवेश सही तरीके से किया गया है।
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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