+91-22-48913909निवेशकों 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
"The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of MLIIF - WGF. The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or units of money market/liquid schemes of DSP Merrill Lynch Mutual Fund, in order to meet liquidity requirements from time to time. However, there is no assurance that the investment objective of the Scheme will be realized." Below is the key information for DSP World Gold Fund Returns up to 1 year are on The objective of the scheme would be to provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme through an active management of investments in a diversified basket of equity stocks of domestic Public Sector Undertakings and in debt and money market instruments issued by PSUs AND others. Research Highlights for SBI PSU Fund Below is the key information for SBI PSU Fund Returns up to 1 year are on The investment objective of the scheme is to provide long term growth from a portfolio of equity / equity related instruments of companies engaged either directly or indirectly in the infrastructure sector. Research Highlights for LIC MF Infrastructure Fund Below is the key information for LIC MF Infrastructure Fund Returns up to 1 year are on To generate capital appreciation, from a portfolio that is substantially constituted of equity securities and equity related securities of corporates, which could benefit from structural changes brought about by continuing liberalization in economic policies by the government and/or continuing investments in infrastructure, both by the public and private sector. Research Highlights for DSP India T.I.G.E.R Fund Below is the key information for DSP India T.I.G.E.R Fund Returns up to 1 year are on The Scheme seeks to generate long term capital appreciation through a portfolio of predominantly equity and equity related securities of companies engaged in manufacturing and infrastructure and related sectors. Further, there can be no assurance that the investment objectives of the scheme will be realized. The Scheme is not providing any assured or guaranteed returns Research Highlights for BOI AXA Manufacturing and Infrastructure Fund Below is the key information for BOI AXA Manufacturing and Infrastructure Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) DSP World Gold Fund Growth ₹58.8136
↓ -2.04 ₹1,828 500 19.6 7 36 56.5 30.3 167.1 SBI PSU Fund Growth ₹32.5579
↓ -0.13 ₹6,703 500 -6 -1.9 1.5 16.7 20.4 11.3 LIC MF Infrastructure Fund Growth ₹53.7361
↑ 0.14 ₹1,174 1,000 -2.1 16 9.5 21.4 20.2 -3.7 DSP India T.I.G.E.R Fund Growth ₹348.278
↓ -1.78 ₹6,325 500 -3.5 14.9 12.4 18 19.6 -2.5 BOI AXA Manufacturing and Infrastructure Fund Growth ₹66.47
↑ 0.15 ₹949 1,000 2.2 18.7 17.7 20 19.4 7.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Sep 26 Research Highlights & Commentary of 5 Funds showcased
Commentary DSP World Gold Fund SBI PSU Fund LIC MF Infrastructure Fund DSP India T.I.G.E.R Fund BOI AXA Manufacturing and Infrastructure Fund Point 1 Lower mid AUM (₹1,828 Cr). Highest AUM (₹6,703 Cr). Bottom quartile AUM (₹1,174 Cr). Upper mid AUM (₹6,325 Cr). Bottom quartile AUM (₹949 Cr). Point 2 Established history (19+ yrs). Established history (16+ yrs). Established history (18+ yrs). Oldest track record among peers (22 yrs). Established history (16+ yrs). Point 3 Rating: 3★ (upper mid). Rating: 2★ (lower mid). Not Rated. Top rated. Not Rated. Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Point 5 5Y return: 30.28% (top quartile). 5Y return: 20.37% (upper mid). 5Y return: 20.17% (lower mid). 5Y return: 19.65% (bottom quartile). 5Y return: 19.39% (bottom quartile). Point 6 3Y return: 56.50% (top quartile). 3Y return: 16.66% (bottom quartile). 3Y return: 21.40% (upper mid). 3Y return: 17.96% (bottom quartile). 3Y return: 20.00% (lower mid). Point 7 1Y return: 35.99% (top quartile). 1Y return: 1.51% (bottom quartile). 1Y return: 9.51% (bottom quartile). 1Y return: 12.39% (lower mid). 1Y return: 17.73% (upper mid). Point 8 Alpha: 4.18 (upper mid). Alpha: -0.10 (bottom quartile). Alpha: 10.92 (top quartile). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Point 9 Sharpe: 1.25 (top quartile). Sharpe: 0.48 (bottom quartile). Sharpe: 0.53 (lower mid). Sharpe: 0.52 (bottom quartile). Sharpe: 0.91 (upper mid). Point 10 Information ratio: -1.01 (bottom quartile). Information ratio: -0.55 (bottom quartile). Information ratio: 0.47 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). DSP World Gold Fund
SBI PSU Fund
LIC MF Infrastructure Fund
DSP India T.I.G.E.R Fund
BOI AXA Manufacturing and Infrastructure Fund
200 करोड़ म्यूचुअल फंड की इक्विटी श्रेणी में 5 साल के आधार पर ऑर्डर किया गयासीएजीआर रिटर्न।1. DSP World Gold Fund
DSP World Gold Fund
Growth Launch Date 14 Sep 07 NAV (28 Sep 26) ₹58.8136 ↓ -2.04 (-3.35 %) Net Assets (Cr) ₹1,828 on 31 Aug 26 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk High Expense Ratio 1.41 Sharpe Ratio 1.25 Information Ratio -1.01 Alpha Ratio 4.18 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 Aug 21 ₹10,000 31 Aug 22 ₹7,679 31 Aug 23 ₹9,692 31 Aug 24 ₹12,678 31 Aug 25 ₹21,230 31 Aug 26 ₹37,198 Returns for DSP World Gold Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Sep 26 Duration Returns 1 Month -11.8% 3 Month 19.6% 6 Month 7% 1 Year 36% 3 Year 56.5% 5 Year 30.3% 10 Year 15 Year Since launch 9.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 167.1% 2023 15.9% 2022 7% 2021 -7.7% 2020 -9% 2019 31.4% 2018 35.1% 2017 -10.7% 2016 -4% 2015 52.7% Fund Manager information for DSP World Gold Fund
Name Since Tenure Kaivalya Nadkarni 1 May 25 1.34 Yr. Data below for DSP World Gold Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Basic Materials 92.97% Asset Allocation
Asset Class Value Cash 4.49% Equity 93.67% Debt 0% Other 1.84% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF World Gold I2
Investment Fund | -67% ₹1,220 Cr 958,135
↓ -25,317 VanEck Gold Miners ETF
- | GDX30% ₹539 Cr 573,719 Treps / Reverse Repo Investments
CBLO/Reverse Repo | -4% ₹74 Cr Net Receivables/Payables
Net Current Assets | -0% -₹5 Cr 2. SBI PSU Fund
SBI PSU Fund
Growth Launch Date 7 Jul 10 NAV (29 Sep 26) ₹32.5579 ↓ -0.13 (-0.39 %) Net Assets (Cr) ₹6,703 on 31 Aug 26 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆ Risk High Expense Ratio 1.89 Sharpe Ratio 0.48 Information Ratio -0.55 Alpha Ratio -0.1 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 Aug 21 ₹10,000 31 Aug 22 ₹11,785 31 Aug 23 ₹15,512 31 Aug 24 ₹28,188 31 Aug 25 ₹24,899 31 Aug 26 ₹28,344 Returns for SBI PSU Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Sep 26 Duration Returns 1 Month -5.2% 3 Month -6% 6 Month -1.9% 1 Year 1.5% 3 Year 16.7% 5 Year 20.4% 10 Year 15 Year Since launch 7.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 11.3% 2023 23.5% 2022 54% 2021 29% 2020 32.4% 2019 -10% 2018 6% 2017 -23.8% 2016 21.9% 2015 16.2% Fund Manager information for SBI PSU Fund
Name Since Tenure Rohit Shimpi 1 Jun 24 2.25 Yr. Data below for SBI PSU Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Financial Services 36.49% Utility 26.54% Industrials 17.76% Energy 11.6% Basic Materials 5.21% Asset Allocation
Asset Class Value Cash 2.15% Equity 97.85% Top Securities Holdings / Portfolio
Name Holding Value Quantity State Bank of India (Financial Services)
Equity, Since 31 Jul 10 | SBIN16% ₹1,099 Cr 10,367,500
↓ -460,000 NTPC Ltd (Utilities)
Equity, Since 31 Jul 10 | 5325558% ₹555 Cr 16,943,244
↓ -500,000 Bharat Electronics Ltd (Industrials)
Equity, Since 30 Jun 24 | BEL8% ₹534 Cr 12,885,000
↓ -1,300,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jul 10 | 5328987% ₹477 Cr 18,085,554
↓ -1,850,000 GAIL (India) Ltd (Utilities)
Equity, Since 31 May 24 | 5321557% ₹454 Cr 25,590,000
↓ -8,560,000 Bank of Baroda (Financial Services)
Equity, Since 31 Aug 24 | 5321345% ₹342 Cr 14,350,000 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 20 | 5003125% ₹340 Cr 14,655,000 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 24 | 5005475% ₹314 Cr 9,700,000 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Jun 25 | 5001034% ₹288 Cr 6,500,000 Container Corporation of India Ltd (Industrials)
Equity, Since 31 Jul 26 | CONCOR4% ₹266 Cr 5,200,000
↑ 3,786,557 3. LIC MF Infrastructure Fund
LIC MF Infrastructure Fund
Growth Launch Date 29 Feb 08 NAV (29 Sep 26) ₹53.7361 ↑ 0.14 (0.26 %) Net Assets (Cr) ₹1,174 on 31 Aug 26 Category Equity - Sectoral AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating Risk High Expense Ratio 2.21 Sharpe Ratio 0.53 Information Ratio 0.47 Alpha Ratio 10.92 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 31 Aug 21 ₹10,000 31 Aug 22 ₹11,438 31 Aug 23 ₹14,078 31 Aug 24 ₹25,080 31 Aug 25 ₹22,664 31 Aug 26 ₹26,211 Returns for LIC MF Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Sep 26 Duration Returns 1 Month -2.4% 3 Month -2.1% 6 Month 16% 1 Year 9.5% 3 Year 21.4% 5 Year 20.2% 10 Year 15 Year Since launch 9.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 -3.7% 2023 47.8% 2022 44.4% 2021 7.9% 2020 46.6% 2019 -0.1% 2018 13.3% 2017 -14.6% 2016 42.2% 2015 -2.2% Fund Manager information for LIC MF Infrastructure Fund
Name Since Tenure Mahesh Bendre 1 Jul 24 2.17 Yr. Data below for LIC MF Infrastructure Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Industrials 36.85% Consumer Cyclical 21.34% Basic Materials 9.27% Utility 8.26% Financial Services 7.55% Real Estate 5.37% Communication Services 3.33% Health Care 2.11% Asset Allocation
Asset Class Value Cash 5.82% Equity 94.18% Top Securities Holdings / Portfolio
Name Holding Value Quantity Tata Motors Passenger Vehicles Ltd (Consumer Cyclical)
Equity, Since 28 Feb 26 | TMPV5% ₹59 Cr 1,924,915
↑ 700,000 Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 Oct 25 | TMCV4% ₹44 Cr 944,348 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jul 26 | 5031003% ₹39 Cr 206,535 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 09 | LT3% ₹39 Cr 96,023 Indo MIM Ltd (Industrials)
Equity, Since 31 Jul 26 | INDOMIM3% ₹38 Cr 437,792
↓ -368,205 Garware Hi-Tech Films Ltd (Basic Materials)
Equity, Since 31 Aug 23 | 5006553% ₹38 Cr 53,599
↓ -3,718 Tenneco Clean Air India Ltd (Consumer Cyclical)
Equity, Since 30 Nov 25 | TENNIND3% ₹35 Cr 659,798
↑ 353,388 KSH International Ltd (Industrials)
Equity, Since 31 Dec 25 | KSHINTL3% ₹33 Cr 353,095
↓ -14,406 Bharat Forge Ltd (Industrials)
Equity, Since 30 Sep 21 | 5004933% ₹31 Cr 145,969
↑ 90,000 Tata Power Co Ltd (Utilities)
Equity, Since 29 Feb 24 | 5004003% ₹30 Cr 861,040 4. DSP India T.I.G.E.R Fund
DSP India T.I.G.E.R Fund
Growth Launch Date 11 Jun 04 NAV (29 Sep 26) ₹348.278 ↓ -1.78 (-0.51 %) Net Assets (Cr) ₹6,325 on 31 Jul 26 Category Equity - Sectoral AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 1.89 Sharpe Ratio 0.52 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Aug 21 ₹10,000 31 Aug 22 ₹11,274 31 Aug 23 ₹15,130 31 Aug 24 ₹24,720 31 Aug 25 ₹22,070 31 Aug 26 ₹26,291 Returns for DSP India T.I.G.E.R Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Sep 26 Duration Returns 1 Month -4.5% 3 Month -3.5% 6 Month 14.9% 1 Year 12.4% 3 Year 18% 5 Year 19.6% 10 Year 15 Year Since launch 17.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 -2.5% 2023 32.4% 2022 49% 2021 13.9% 2020 51.6% 2019 2.7% 2018 6.7% 2017 -17.2% 2016 47% 2015 4.1% Fund Manager information for DSP India T.I.G.E.R Fund
Name Since Tenure Rohit Singhania 21 Jun 10 16.21 Yr. Data below for DSP India T.I.G.E.R Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Industrials 27.71% Energy 12.62% Basic Materials 11.28% Financial Services 10.77% Utility 8.88% Health Care 5.58% Consumer Cyclical 5.01% Communication Services 2.83% Real Estate 1.5% Technology 0.97% Consumer Defensive 0.17% Asset Allocation
Asset Class Value Cash 6.65% Equity 93.35% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 19 | RELIANCE7% ₹433 Cr 3,388,108
↑ 120,944 Future on NIFTY Sep26
- | -6% ₹376 Cr 155,155
↑ 155,155 NTPC Ltd (Utilities)
Equity, Since 30 Nov 17 | 5325555% ₹303 Cr 9,249,176 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 04 | LT4% ₹287 Cr 709,133
↑ 120,468 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Dec 24 | APOLLOHOSP4% ₹268 Cr 301,630 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | BHARTIARTL3% ₹183 Cr 1,011,761
↑ 161,792 Bharat Electronics Ltd (Industrials)
Equity, Since 31 May 26 | BEL3% ₹169 Cr 4,081,390 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Oct 25 | HAL2% ₹156 Cr 324,769
↓ -99,010 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Mar 24 | 5003122% ₹136 Cr 5,888,442 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Dec 14 | 5325382% ₹135 Cr 118,010 5. BOI AXA Manufacturing and Infrastructure Fund
BOI AXA Manufacturing and Infrastructure Fund
Growth Launch Date 5 Mar 10 NAV (29 Sep 26) ₹66.47 ↑ 0.15 (0.23 %) Net Assets (Cr) ₹949 on 31 Aug 26 Category Equity - Sectoral AMC BOI AXA Investment Mngrs Private Ltd Rating Risk High Expense Ratio 2.25 Sharpe Ratio 0.91 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Aug 21 ₹10,000 31 Aug 22 ₹11,031 31 Aug 23 ₹13,843 31 Aug 24 ₹22,263 31 Aug 25 ₹20,352 31 Aug 26 ₹24,770 Returns for BOI AXA Manufacturing and Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Sep 26 Duration Returns 1 Month -1.1% 3 Month 2.2% 6 Month 18.7% 1 Year 17.7% 3 Year 20% 5 Year 19.4% 10 Year 15 Year Since launch 12.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.8% 2023 25.7% 2022 44.7% 2021 3.3% 2020 52.5% 2019 28.1% 2018 2.5% 2017 -22.8% 2016 56% 2015 1% Fund Manager information for BOI AXA Manufacturing and Infrastructure Fund
Name Since Tenure Nitin Gosar 27 Sep 22 3.93 Yr. Data below for BOI AXA Manufacturing and Infrastructure Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Industrials 21.57% Consumer Cyclical 14.41% Health Care 13.66% Energy 12.21% Basic Materials 10.45% Consumer Defensive 6.85% Utility 4.71% Technology 3.87% Communication Services 3.31% Real Estate 0.95% Asset Allocation
Asset Class Value Cash 7.92% Equity 91.99% Debt 0.09% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE8% ₹75 Cr 589,447
↑ 51,469 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 10 | LT5% ₹52 Cr 127,443 NTPC Ltd (Utilities)
Equity, Since 31 May 21 | 5325555% ₹45 Cr 1,363,654 Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Apr 26 | DIXON4% ₹37 Cr 24,700 ITC Ltd (Consumer Defensive)
Equity, Since 30 Apr 26 | ITC4% ₹34 Cr 1,318,102 Petronet LNG Ltd (Energy)
Equity, Since 31 Jan 26 | 5325223% ₹33 Cr 1,103,649 Aurobindo Pharma Ltd (Healthcare)
Equity, Since 31 May 25 | AUROPHARMA3% ₹33 Cr 192,168
↓ -4,163 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 22 | BHARTIARTL3% ₹31 Cr 173,416 Quality Power Electrical Equipments Ltd (Industrials)
Equity, Since 28 Feb 25 | QPOWER3% ₹29 Cr 204,943 Vedanta Aluminium Metal Ltd (Basic Materials)
Equity, Since 30 Jun 26 | VAML2% ₹21 Cr 491,712
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