Table of Contents
निवेशकों को कोरोनावायरस के बारे में चिंता क्यों नहीं करनी चाहिए?
दुनियाभर में कोरोनावायरस ट्रेंड कर रहा है। चीन में इसके बड़े पैमाने पर प्रकोप के साथ, देश अपने आर्थिक और राजकोषीय विकास में मंदी का अनुभव कर रहा है। अन्य देशों जैसे यू.एस., सिंगापुर, यूके, मलेशिया, थाईलैंड, आदि ने भी कुछ उलटा असर महसूस किया है।
विभिन्न फार्मा उत्पादों की कीमतें बढ़ गई हैं और निवेशकों मेंमंडी मरे हुए डरे हुए हैं। और चूंकि भारत चीनी उत्पादों के सबसे बड़े आयातकों में से एक है, इसलिए भारतीय निवेशकों के बीच बाजार में मंदी का डर बना हुआ है।
निवेशकों के लिए अच्छी खबर!
उद्योग जगत के जानकारों ने पूरी स्थिति का अध्ययन किया है और हर निवेशक की दिशा में हरी झंडी दिखा रहे हैं।
हाल ही में आई एक रिपोर्ट के अनुसार, आर्थिक मामलों के सचिव अतनु चक्रवर्ती ने कहा कि कोरोनावायरस का प्रकोप भारतीय आर्थिक गतिविधियों को प्रभावित नहीं करेगा। इसके अलावा, रिपोर्ट में यह भी बताया गया है कि बैंकरों ने कहा है कि वे अभी तक ऐसा कुछ भी नहीं देख पाए हैं जिससे बैंक पर प्रभाव पड़े।अर्थव्यवस्था.
आपको चिंता क्यों नहीं करनी चाहिए?
ऐतिहासिक रूप से, उभरती बीमारियों के लिए बाजार की प्रतिक्रिया अल्पकालिक रही है। देखा जाए तो सीवियर एक्यूट रेस्पिरेटरी सिंड्रोम (SARS) 2003, जो कोरोनावायरस से मिलता-जुलता था। वास्तव में, इसने 8100 लोगों को प्रभावित किया है और 770 लोगों की मौत हुई है, लेकिन उस समय SARS ही एकमात्र ऐसी चीज थी जब स्टॉक में उछाल आया।
सबसे विशेष रूप से, स्वाइन फ्लू संकट के बाद अत्यधिक लाभ हुआ और उसके बाद एक महान प्रतिक्षेप हुआमंदी.
भारत ने विश्व स्तर पर विभिन्न प्रकोपों को देखा है जिसने भारतीय अर्थव्यवस्था को भी प्रभावित किया है। हालांकि, अर्थव्यवस्था वापस उछाल देती है और निवेशकों को हमेशा अधिक निवेश करने के लिए प्रोत्साहित किया जाता है जब अर्थव्यवस्था एक झटके का सामना कर रही हो।
अल्पकालिक बाजार में उतार-चढ़ाव उन निवेशकों के रिटर्न को प्रभावित नहीं कर सकता है जो लंबी अवधि के निवेश पर ध्यान केंद्रित करते हैं क्योंकि बाजार लंबे समय में वापस उछाल देता है।
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इसलिए, लॉन्गटर्म पर ध्यान दें!
निवेशकों को शांत रहना चाहिए और लंबी अवधि के लाभ पर अपना ध्यान केंद्रित रखना चाहिए। अल्पकालिक बाजार में उतार-चढ़ाव से बचें, अनुशासित रहें और अपनी संपत्ति पर टिके रहें।
अपने फंड को विभिन्न क्षेत्रों में विभाजित करें और अपने पोर्टफोलियो में विविधता लाएं। यह आपके जोखिम और रिटर्न को संतुलित करने के सर्वोत्तम तरीकों में से एक है। इस तरह, यदि एक फंड प्रदर्शन करने में विफल रहता है, तो अन्य फंड रिटर्न को संतुलित कर सकते हैं।
आप सबसे अच्छा विकल्प चुन सकते हैंसिप मोड के माध्यम सेम्यूचुअल फंड्स, जहां एक छोटी राशि का निवेश किया जाता हैइक्विटी फंड एक नियमित अंतराल पर। एक एसआईपी के रूप में इसका लाभ मिलता हैकंपाउंडिंग की शक्ति और रुपये की औसत लागत, बाजार के अल्पकालिक नुकसान आपके पोर्टफोलियो को ज्यादा प्रभावित नहीं करते हैं। लंबी अवधि में रिटर्न सकारात्मक है।
वित्त वर्ष 22 - 23 में निवेश करने के लिए सर्वश्रेष्ठ प्रदर्शन करने वाले एसआईपी फंड
To generate capital appreciation and income distribution to unit holders by investing predominantly in equity/equity related securities of the companies belonging to the infrastructure development and balance in debt securities and money market instruments. ICICI Prudential Infrastructure Fund is a Equity - Sectoral fund was launched on 31 Aug 05. It is a fund with High risk and has given a Below is the key information for ICICI Prudential Infrastructure Fund Returns up to 1 year are on To seek long-term capital appreciation by investing predominantly in equity and equity related securities of companies engaged in or expected to benefit from growth and development of infrastructure. HDFC Infrastructure Fund is a Equity - Sectoral fund was launched on 10 Mar 08. It is a fund with High risk and has given a Below is the key information for HDFC Infrastructure Fund Returns up to 1 year are on To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian markets with key theme focus being emerging companies (small cap stocks). The Scheme could also additionally invest in Foreign Securities. L&T Emerging Businesses Fund is a Equity - Small Cap fund was launched on 12 May 14. It is a fund with High risk and has given a Below is the key information for L&T Emerging Businesses Fund Returns up to 1 year are on 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 Below is the key information for IDFC Infrastructure Fund Returns up to 1 year are on To generate capital appreciation, from a portfolio that is substantially constituted of equity securities and equity related securities of corporates, which could benefit from structural changes brought about by continuing liberalization in economic policies by the government and/or continuing investments in infrastructure, both by the public and private sector. DSP BlackRock India T.I.G.E.R Fund is a Equity - Sectoral fund was launched on 11 Jun 04. It is a fund with High risk and has given a Below is the key information for DSP BlackRock India T.I.G.E.R 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 (%) 2024 (%) ICICI Prudential Infrastructure Fund Growth ₹193.36
↑ 1.31 ₹7,920 100 10.8 3.9 3 36.3 37.3 27.4 HDFC Infrastructure Fund Growth ₹47.022
↑ 0.40 ₹2,540 300 10.8 0.7 -2.4 37.5 35.1 23 L&T Emerging Businesses Fund Growth ₹80.8
↑ 0.47 ₹16,061 500 12 -9.4 -3.7 27.7 34.7 28.5 IDFC Infrastructure Fund Growth ₹49.692
↑ 0.49 ₹1,701 100 10.4 -3.5 -6.9 35.7 34.1 39.3 DSP BlackRock India T.I.G.E.R Fund Growth ₹308.954
↑ 2.83 ₹5,319 500 10.1 -4.5 -5.3 33.7 34 32.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Jun 25 200 करोड़ म्यूचुअल फंड की इक्विटी श्रेणी में 5 साल के आधार पर ऑर्डर किया गयासीएजीआर रिटर्न।1. ICICI Prudential Infrastructure Fund
CAGR/Annualized return of 16.1% since its launch. Ranked 27 in Sectoral category. Return for 2024 was 27.4% , 2023 was 44.6% and 2022 was 28.8% . ICICI Prudential Infrastructure Fund
Growth Launch Date 31 Aug 05 NAV (20 Jun 25) ₹193.36 ↑ 1.31 (0.68 %) Net Assets (Cr) ₹7,920 on 31 May 25 Category Equity - Sectoral AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk High Expense Ratio 2.22 Sharpe Ratio 0.15 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 20 ₹10,000 31 May 21 ₹18,721 31 May 22 ₹23,007 31 May 23 ₹29,843 31 May 24 ₹49,203 31 May 25 ₹53,203 Returns for ICICI Prudential Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Jun 25 Duration Returns 1 Month 1.4% 3 Month 10.8% 6 Month 3.9% 1 Year 3% 3 Year 36.3% 5 Year 37.3% 10 Year 15 Year Since launch 16.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 27.4% 2023 44.6% 2022 28.8% 2021 50.1% 2020 3.6% 2019 2.6% 2018 -14% 2017 40.8% 2016 2% 2015 -3.4% Fund Manager information for ICICI Prudential Infrastructure Fund
Name Since Tenure Ihab Dalwai 3 Jun 17 8 Yr. Sharmila D’mello 30 Jun 22 2.92 Yr. Data below for ICICI Prudential Infrastructure Fund as on 31 May 25
Equity Sector Allocation
Sector Value Industrials 39.73% Basic Materials 18.96% Financial Services 14.34% Utility 8.93% Energy 6.65% Real Estate 2.45% Communication Services 1.71% Consumer Cyclical 0.89% Asset Allocation
Asset Class Value Cash 6.34% Equity 93.66% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 09 | LT10% ₹722 Cr 2,160,204
↑ 220,204 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 24 | ADANIPORTS4% ₹306 Cr 2,515,859
↓ -121,785 NCC Ltd (Industrials)
Equity, Since 31 Aug 21 | NCC4% ₹265 Cr 12,522,005 Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 23 | RELIANCE3% ₹234 Cr 1,662,727
↑ 103,241 NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | 5325553% ₹227 Cr 6,400,000
↓ -600,000 Shree Cement Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 5003873% ₹224 Cr 75,408
↓ -11,000 Vedanta Ltd (Basic Materials)
Equity, Since 31 Jul 24 | 5002953% ₹219 Cr 5,223,662
↑ 500,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 16 | ICICIBANK3% ₹203 Cr 1,425,000
↓ -175,000 CESC Ltd (Utilities)
Equity, Since 30 Jun 23 | CESC3% ₹191 Cr 12,000,502 Kalpataru Projects International Ltd (Industrials)
Equity, Since 30 Sep 06 | KPIL2% ₹185 Cr 1,903,566 2. HDFC Infrastructure Fund
CAGR/Annualized return of since its launch. Ranked 26 in Sectoral category. Return for 2024 was 23% , 2023 was 55.4% and 2022 was 19.3% . HDFC Infrastructure Fund
Growth Launch Date 10 Mar 08 NAV (20 Jun 25) ₹47.022 ↑ 0.40 (0.85 %) Net Assets (Cr) ₹2,540 on 31 May 25 Category Equity - Sectoral AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk High Expense Ratio 2.31 Sharpe Ratio -0.02 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 20 ₹10,000 31 May 21 ₹18,382 31 May 22 ₹20,960 31 May 23 ₹26,577 31 May 24 ₹47,409 31 May 25 ₹49,598 Returns for HDFC Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Jun 25 Duration Returns 1 Month 0.5% 3 Month 10.8% 6 Month 0.7% 1 Year -2.4% 3 Year 37.5% 5 Year 35.1% 10 Year 15 Year Since launch Historical performance (Yearly) on absolute basis
Year Returns 2024 23% 2023 55.4% 2022 19.3% 2021 43.2% 2020 -7.5% 2019 -3.4% 2018 -29% 2017 43.3% 2016 -1.9% 2015 -2.5% Fund Manager information for HDFC Infrastructure Fund
Name Since Tenure Srinivasan Ramamurthy 12 Jan 24 1.38 Yr. Dhruv Muchhal 22 Jun 23 1.94 Yr. Data below for HDFC Infrastructure Fund as on 31 May 25
Equity Sector Allocation
Sector Value Industrials 37.51% Financial Services 20.97% Basic Materials 11.02% Utility 7.56% Energy 6.75% Communication Services 4.01% Real Estate 2.2% Health Care 1.75% Technology 1.27% Consumer Cyclical 0.48% Asset Allocation
Asset Class Value Cash 6.48% Equity 93.52% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK8% ₹186 Cr 1,300,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 23 | HDFCBANK6% ₹135 Cr 700,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 12 | LT5% ₹127 Cr 380,000 J Kumar Infraprojects Ltd (Industrials)
Equity, Since 31 Oct 15 | JKIL4% ₹94 Cr 1,450,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Dec 21 | INDIGO3% ₹79 Cr 150,000 NTPC Ltd (Utilities)
Equity, Since 31 Dec 17 | 5325553% ₹78 Cr 2,200,000 Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Jan 23 | KPIL3% ₹74 Cr 758,285 Reliance Industries Ltd (Energy)
Equity, Since 31 May 24 | RELIANCE3% ₹70 Cr 500,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 20 | BHARTIARTL3% ₹65 Cr 350,000 Paradeep Phosphates Ltd (Basic Materials)
Equity, Since 31 May 22 | 5435303% ₹62 Cr 4,300,000
↓ -400,000 3. L&T Emerging Businesses Fund
CAGR/Annualized return of 20.7% since its launch. Ranked 2 in Small Cap category. Return for 2024 was 28.5% , 2023 was 46.1% and 2022 was 1% . L&T Emerging Businesses Fund
Growth Launch Date 12 May 14 NAV (20 Jun 25) ₹80.8 ↑ 0.47 (0.58 %) Net Assets (Cr) ₹16,061 on 31 May 25 Category Equity - Small Cap AMC L&T Investment Management Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 1.73 Sharpe Ratio 0.02 Information Ratio -0.39 Alpha Ratio -3.97 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 31 May 20 ₹10,000 31 May 21 ₹21,275 31 May 22 ₹25,707 31 May 23 ₹31,323 31 May 24 ₹46,528 31 May 25 ₹48,396 Returns for L&T Emerging Businesses Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Jun 25 Duration Returns 1 Month 3.3% 3 Month 12% 6 Month -9.4% 1 Year -3.7% 3 Year 27.7% 5 Year 34.7% 10 Year 15 Year Since launch 20.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 28.5% 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% Fund Manager information for L&T Emerging Businesses Fund
Name Since Tenure Venugopal Manghat 17 Dec 19 5.46 Yr. Sonal Gupta 1 Oct 23 1.67 Yr. Data below for L&T Emerging Businesses Fund as on 31 May 25
Equity Sector Allocation
Sector Value Industrials 26.56% Consumer Cyclical 15.68% Financial Services 15.22% Basic Materials 10.89% Technology 9.44% Health Care 7.99% Real Estate 4.93% Consumer Defensive 4.43% Energy 0.97% Asset Allocation
Asset Class Value Cash 3.89% Equity 96.11% Top Securities Holdings / Portfolio
Name Holding Value Quantity K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | KPRMILL2% ₹351 Cr 3,518,200
↑ 72,900 Neuland Laboratories Ltd (Healthcare)
Equity, Since 31 Jan 24 | 5245582% ₹313 Cr 261,377
↑ 261,377 Aditya Birla Real Estate Ltd (Basic Materials)
Equity, Since 30 Sep 22 | 5000402% ₹306 Cr 1,595,574 The Federal Bank Ltd (Financial Services)
Equity, Since 30 Sep 22 | FEDERALBNK2% ₹306 Cr 15,544,000 KFin Technologies Ltd (Technology)
Equity, Since 31 Aug 24 | KFINTECH2% ₹291 Cr 2,429,736 Nippon Life India Asset Management Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Aug 24 | NAM-INDIA2% ₹284 Cr 4,446,300
↑ 355,900 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 29 Feb 24 | MCX2% ₹279 Cr 455,150
↑ 50,216 Cohance Lifesciences Ltd (Healthcare)
Equity, Since 31 Mar 20 | SUVENPHAR2% ₹261 Cr 2,298,085 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Oct 22 | 5900032% ₹260 Cr 11,912,400 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 Jul 24 | PNBHOUSING2% ₹259 Cr 2,566,200 4. IDFC Infrastructure Fund
CAGR/Annualized return of 11.9% since its launch. Ranked 1 in Sectoral category. Return for 2024 was 39.3% , 2023 was 50.3% and 2022 was 1.7% . IDFC Infrastructure Fund
Growth Launch Date 8 Mar 11 NAV (20 Jun 25) ₹49.692 ↑ 0.49 (1.00 %) Net Assets (Cr) ₹1,701 on 31 May 25 Category Equity - Sectoral AMC IDFC Asset Management Company Limited Rating ☆☆☆☆☆ Risk High Expense Ratio 2.33 Sharpe Ratio -0.09 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) Growth of 10,000 investment over the years.
Date Value 31 May 20 ₹10,000 31 May 21 ₹20,010 31 May 22 ₹21,463 31 May 23 ₹26,973 31 May 24 ₹48,493 31 May 25 ₹48,898 Returns for IDFC Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Jun 25 Duration Returns 1 Month 0.4% 3 Month 10.4% 6 Month -3.5% 1 Year -6.9% 3 Year 35.7% 5 Year 34.1% 10 Year 15 Year Since launch 11.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 39.3% 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% Fund Manager information for IDFC Infrastructure Fund
Name Since Tenure Vishal Biraia 24 Jan 24 1.35 Yr. Ritika Behera 7 Oct 23 1.65 Yr. Gaurav Satra 7 Jun 24 0.98 Yr. Data below for IDFC Infrastructure Fund as on 31 May 25
Equity Sector Allocation
Sector Value Industrials 55.04% Utility 13% Basic Materials 9.55% Communication Services 5.07% Energy 4.03% Financial Services 2.72% Technology 2.49% Consumer Cyclical 2.37% Health Care 1.93% Asset Allocation
Asset Class Value Cash 3.24% Equity 96.76% Top Securities Holdings / Portfolio
Name Holding Value Quantity Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Dec 17 | KIRLOSBROS5% ₹76 Cr 443,385 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 24 | RELIANCE4% ₹64 Cr 452,706 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL4% ₹62 Cr 330,018 Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT4% ₹61 Cr 183,173 GPT Infraprojects Ltd (Industrials)
Equity, Since 30 Nov 17 | GPTINFRA4% ₹60 Cr 4,797,143 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | 5325384% ₹59 Cr 50,452 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Oct 19 | BEL3% ₹45 Cr 1,431,700 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 Dec 23 | ADANIPORTS3% ₹44 Cr 365,137 Ahluwalia Contracts (India) Ltd (Industrials)
Equity, Since 30 Apr 15 | AHLUCONT3% ₹40 Cr 468,237 PTC India Financial Services Ltd (Financial Services)
Equity, Since 31 Dec 23 | PFS2% ₹39 Cr 12,400,122 5. DSP BlackRock India T.I.G.E.R Fund
CAGR/Annualized return of 17.7% since its launch. Ranked 12 in Sectoral category. Return for 2024 was 32.4% , 2023 was 49% and 2022 was 13.9% . DSP BlackRock India T.I.G.E.R Fund
Growth Launch Date 11 Jun 04 NAV (20 Jun 25) ₹308.954 ↑ 2.83 (0.92 %) Net Assets (Cr) ₹5,319 on 31 May 25 Category Equity - Sectoral AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 2.24 Sharpe Ratio -0.26 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 May 20 ₹10,000 31 May 21 ₹18,391 31 May 22 ₹21,435 31 May 23 ₹26,572 31 May 24 ₹47,601 31 May 25 ₹46,897 Returns for DSP BlackRock India T.I.G.E.R Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Jun 25 Duration Returns 1 Month 2.1% 3 Month 10.1% 6 Month -4.5% 1 Year -5.3% 3 Year 33.7% 5 Year 34% 10 Year 15 Year Since launch 17.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 32.4% 2023 49% 2022 13.9% 2021 51.6% 2020 2.7% 2019 6.7% 2018 -17.2% 2017 47% 2016 4.1% 2015 0.7% Fund Manager information for DSP BlackRock India T.I.G.E.R Fund
Name Since Tenure Rohit Singhania 21 Jun 10 14.95 Yr. Data below for DSP BlackRock India T.I.G.E.R Fund as on 31 May 25
Equity Sector Allocation
Sector Value Industrials 27.2% Basic Materials 14.98% Utility 9.76% Financial Services 8.12% Consumer Cyclical 7.52% Health Care 6.82% Energy 5.82% Communication Services 2.7% Technology 2.55% Real Estate 1.72% Consumer Defensive 1.53% Asset Allocation
Asset Class Value Cash 9.39% Equity 90.61% Top Securities Holdings / Portfolio
Name Holding Value Quantity NTPC Ltd (Utilities)
Equity, Since 30 Nov 17 | 5325555% ₹253 Cr 7,145,883 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 04 | LT4% ₹187 Cr 559,286 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Dec 24 | APOLLOHOSP3% ₹172 Cr 245,928 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jan 25 | 5328983% ₹171 Cr 5,567,574
↑ 1,647,526 Rainbow Childrens Medicare Ltd (Healthcare)
Equity, Since 31 Jan 25 | 5435243% ₹129 Cr 935,870 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | BHARTIARTL3% ₹128 Cr 688,435
↓ -534,680 Coal India Ltd (Energy)
Equity, Since 31 Dec 23 | COALINDIA3% ₹128 Cr 3,321,453 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Dec 24 | AMBER3% ₹128 Cr 207,277
↑ 1,525 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Mar 23 | KIRLOSENG2% ₹120 Cr 1,608,534
↑ 38,005 Siemens Ltd (Industrials)
Equity, Since 30 Nov 18 | 5005502% ₹107 Cr 369,482
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