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ಹೆಚ್ಚಿನ ಅಪಾಯಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು ಭವಿಷ್ಯದಲ್ಲಿ ಹೆಚ್ಚಿನ ಆದಾಯವನ್ನು ನೀಡುವ ಸಾಮರ್ಥ್ಯವನ್ನು ಹೊಂದಿರುವ ನಿಧಿಗಳನ್ನು ಉಲ್ಲೇಖಿಸಿ.
ಹೂಡಿಕೆಯಲ್ಲಿ ಹೆಚ್ಚಿನ ಮಟ್ಟದ ಅಪಾಯವನ್ನು ತೆಗೆದುಕೊಳ್ಳಲು ಸಿದ್ಧರಿರುವ ಹೂಡಿಕೆದಾರರಿಗೆ ಆದರ್ಶಪ್ರಾಯವಾದ ನಿಧಿಗಳು ಇವು. ಆದರೆ, ಈ ನಿಧಿಗಳು ಪ್ರಕೃತಿಯಲ್ಲಿ ಹೆಚ್ಚು ಬಾಷ್ಪಶೀಲವಾಗಿವೆ. ಅದಕ್ಕಾಗಿಯೇ ಪೋರ್ಟ್ಫೋಲಿಯೊದಲ್ಲಿ ಅಂತಹ ಹೆಚ್ಚಿನ ಅಪಾಯದ ನಿಧಿಯನ್ನು ಕಾಲಕಾಲಕ್ಕೆ ಸಕ್ರಿಯವಾಗಿ ನಿರ್ವಹಿಸಬೇಕಾಗುತ್ತದೆ. ಹೆಚ್ಚಿನ ಅಪಾಯದ ಮ್ಯೂಚುವಲ್ ಫಂಡ್ಗಳು ಸಾಮಾನ್ಯವಾಗಿ ಹೂಡಿಕೆದಾರರಿಗೆ ಉತ್ತಮ ಲಾಭಾಂಶವನ್ನು ನೀಡುತ್ತವೆ. ಆದ್ದರಿಂದ, ಉತ್ತಮ ಆದಾಯವನ್ನು ಗಳಿಸಲು ನೀವು ಹೆಚ್ಚಿನ ಅಪಾಯವನ್ನು ತೆಗೆದುಕೊಳ್ಳಲು ಸಿದ್ಧರಿದ್ದರೆ, ನೀವು ಆದ್ಯತೆ ನೀಡಬಹುದುಹೂಡಿಕೆ ಈ ಪಟ್ಟಿ ಮಾಡಲಾದ ನಿಧಿಗಳಲ್ಲಿ.
ಹೆಚ್ಚಿನ ಅಪಾಯದ ಹೂಡಿಕೆಗಳು ಯಾವುವು?
ಹೆಚ್ಚಿನ ಅಪಾಯದ ನಿಧಿಗಳು ದೀರ್ಘಾವಧಿಯ ಸಂಪತ್ತು ಸೃಷ್ಟಿಗೆ ಸಹಾಯ ಮಾಡುತ್ತವೆ. ಒಬ್ಬರು ತಮ್ಮ ದೀರ್ಘಾವಧಿಯನ್ನು ಸಹ ಯೋಜಿಸಬಹುದುಹಣಕಾಸಿನ ಗುರಿಗಳು ಉದಾಹರಣೆಗೆನಿವೃತ್ತಿ, ಈ ನಿಧಿಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವ ಮೂಲಕ ವಿಶ್ವ ಪ್ರವಾಸ, ಕನಸಿನ ಮನೆ ಖರೀದಿ, ಮದುವೆ ಇತ್ಯಾದಿ. ಹೆಚ್ಚಿನ ಅಪಾಯದ ನಿಧಿಗಳು ದೀರ್ಘಾವಧಿಯ ಹೂಡಿಕೆಗಳಾಗಿವೆ, ಅದು 5 ವರ್ಷಗಳಿಗಿಂತ ಹೆಚ್ಚಿನ ಅವಧಿಗೆ ಹೂಡಿಕೆ ಮಾಡಲು ಉದ್ದೇಶಿಸಲಾಗಿದೆ.
ಅಂತಹ ಹೂಡಿಕೆಗಳಿಗೆ ಸಲಹೆ ನೀಡಲಾದ ಮ್ಯೂಚುವಲ್ ಫಂಡ್ಗಳುಇಕ್ವಿಟಿ ಫಂಡ್ಗಳು. ಇಕ್ವಿಟಿ ಫಂಡ್ ಅನ್ನು ಹೆಚ್ಚಿನ ಅಪಾಯದ, ಹೆಚ್ಚಿನ ಆದಾಯದ ನಿಧಿ ಎಂದು ಪರಿಗಣಿಸಲಾಗುತ್ತದೆ. ಈಕ್ವಿಟಿ ಫಂಡ್ಗಳು ಕಂಪನಿಗಳ ಷೇರುಗಳು/ಷೇರುಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುತ್ತವೆ. ಸಂಸ್ಥೆಯನ್ನು ನೇರವಾಗಿ ಪ್ರಾರಂಭಿಸದೆ ಅಥವಾ ಹೂಡಿಕೆ ಮಾಡದೆಯೇ (ಸಣ್ಣ ಭಾಗದಲ್ಲಿ) ವ್ಯಾಪಾರವನ್ನು ಹೊಂದಲು ಇದು ಅತ್ಯುತ್ತಮ ಮಾರ್ಗವಾಗಿದೆ. ವಿವಿಧ ರೀತಿಯ ಈಕ್ವಿಟಿ ಫಂಡ್ಗಳಿವೆದೊಡ್ಡ ಕ್ಯಾಪ್ ನಿಧಿಗಳು, ಮಧ್ಯ &ಸಣ್ಣ ಕ್ಯಾಪ್ ನಿಧಿಗಳು,ವೈವಿಧ್ಯಮಯ ನಿಧಿಗಳು,ವಲಯ ನಿಧಿಗಳು ಮತ್ತುELSS (ಇಕ್ವಿಟಿ ಲಿಂಕ್ಡ್ ಸೇವಿಂಗ್ಸ್ ಸ್ಕೀಮ್ಸ್).
ಅತ್ಯುತ್ತಮ ಹೆಚ್ಚಿನ ಅಪಾಯದ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು
ಮಿಡ್ & ಸ್ಮಾಲ್ ಕ್ಯಾಪ್ ಫಂಡ್ಗಳು
ಮಧ್ಯಮ ಮತ್ತು ಸಣ್ಣ ಕ್ಯಾಪ್ ಫಂಡ್ಗಳು ಕ್ರಮವಾಗಿ ಮಧ್ಯಮ ಮತ್ತು ಸಣ್ಣ (ಅಥವಾ ಆರಂಭಿಕ) ಕಂಪನಿಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುತ್ತವೆ. ಈ ನಿಧಿಗಳು ಉದಯೋನ್ಮುಖ ಕಂಪನಿಗಳ ಸ್ಟಾಕ್ ಅನ್ನು ಒಳಗೊಂಡಿರುವುದರಿಂದ, ಅವು ಸ್ವಭಾವತಃ ತುಂಬಾ ಅಪಾಯಕಾರಿ. ಆದ್ದರಿಂದ, ಸುಮಾರು 7-10 ವರ್ಷ ಮತ್ತು ಅದಕ್ಕಿಂತ ಹೆಚ್ಚಿನ ಕಾಲ ಹೂಡಿಕೆ ಮಾಡಬಹುದಾದ ಹೂಡಿಕೆದಾರರು ಈ ಫಂಡ್ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು ಮಾತ್ರ ಆದ್ಯತೆ ನೀಡಬೇಕು. ಕಂಪನಿಗಳು ದೀರ್ಘಾವಧಿಯಲ್ಲಿ ಉತ್ತಮವಾಗಿ ಕಾರ್ಯನಿರ್ವಹಿಸಿದರೆ, ಹೂಡಿಕೆದಾರರು ಉತ್ತಮ ಆದಾಯವನ್ನು ಗಳಿಸಬಹುದು.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Invesco India Mid Cap Fund Growth ₹193.42
↑ 0.10 ₹12,397 18.3 4.8 10.5 25 20.8 6.3 ICICI Prudential MidCap Fund Growth ₹345.7
↑ 1.78 ₹7,789 15.8 10.1 17 24.9 19.2 11.1 Edelweiss Mid Cap Fund Growth ₹107.841
↑ 0.59 ₹16,849 13.4 2.9 7.3 22.9 19.6 3.8 Sundaram Mid Cap Fund Growth ₹1,484.61
↑ 7.15 ₹13,687 13.4 2.8 9.6 22.2 19.1 4.1 HDFC Mid-Cap Opportunities Fund Growth ₹205.506
↑ 1.00 ₹97,350 10.9 0.6 8.1 20.6 20.4 6.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Jun 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Invesco India Mid Cap Fund ICICI Prudential MidCap Fund Edelweiss Mid Cap Fund Sundaram Mid Cap Fund HDFC Mid-Cap Opportunities Fund Point 1 Bottom quartile AUM (₹12,397 Cr). Bottom quartile AUM (₹7,789 Cr). Upper mid AUM (₹16,849 Cr). Lower mid AUM (₹13,687 Cr). Highest AUM (₹97,350 Cr). Point 2 Established history (19+ yrs). Established history (21+ yrs). Established history (18+ yrs). Oldest track record among peers (23 yrs). Established history (19+ yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Top rated. Rating: 3★ (lower mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 20.77% (top quartile). 5Y return: 19.19% (bottom quartile). 5Y return: 19.61% (lower mid). 5Y return: 19.08% (bottom quartile). 5Y return: 20.41% (upper mid). Point 6 3Y return: 24.99% (top quartile). 3Y return: 24.91% (upper mid). 3Y return: 22.87% (lower mid). 3Y return: 22.23% (bottom quartile). 3Y return: 20.56% (bottom quartile). Point 7 1Y return: 10.46% (upper mid). 1Y return: 17.02% (top quartile). 1Y return: 7.35% (bottom quartile). 1Y return: 9.64% (lower mid). 1Y return: 8.11% (bottom quartile). Point 8 Alpha: 0.00 (lower mid). Alpha: 9.08 (top quartile). Alpha: 0.35 (upper mid). Alpha: -0.11 (bottom quartile). Alpha: -0.97 (bottom quartile). Point 9 Sharpe: 0.21 (upper mid). Sharpe: 0.61 (top quartile). Sharpe: 0.19 (lower mid). Sharpe: 0.17 (bottom quartile). Sharpe: 0.12 (bottom quartile). Point 10 Information ratio: 0.00 (bottom quartile). Information ratio: 0.84 (top quartile). Information ratio: 0.30 (upper mid). Information ratio: 0.23 (lower mid). Information ratio: -0.04 (bottom quartile). Invesco India Mid Cap Fund
ICICI Prudential MidCap Fund
Edelweiss Mid Cap Fund
Sundaram Mid Cap Fund
HDFC Mid-Cap Opportunities Fund
ವಲಯ ನಿಧಿಗಳು
ಇವುಗಳು ನಿರ್ದಿಷ್ಟ ವಲಯದ ನಿಧಿಗಳಾಗಿವೆ, ಅಂದರೆ ಅವರು ಇನ್ಫ್ರಾ, ಫಾರ್ಮಾ, ಬ್ಯಾಂಕಿಂಗ್ನಂತಹ ನಿರ್ದಿಷ್ಟ ವಲಯದಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುತ್ತಾರೆ. ಇವುಗಳು ಹೆಚ್ಚಿನ ಅಪಾಯದ ನಿಧಿಗಳು, ಅವು ನಿಮ್ಮ ಹಣವನ್ನು ದ್ವಿಗುಣಗೊಳಿಸಬಹುದು ಅಥವಾ ತೊಂದರೆಗೊಳಿಸಬಹುದು. ಆದ್ದರಿಂದ, ಹೂಡಿಕೆ ಮಾಡಲು ಬಯಸುವ ಕ್ಷೇತ್ರದ ಭವಿಷ್ಯದ ಬೆಳವಣಿಗೆಯ ಬಗ್ಗೆ ಜ್ಞಾನವನ್ನು ಹೊಂದಿರುವ ಹೂಡಿಕೆದಾರರು ಈ ನಿಧಿಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು ಮಾತ್ರ ಆದ್ಯತೆ ನೀಡಬೇಕು.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) DSP Natural Resources and New Energy Fund Growth ₹107.92
↓ -0.59 ₹2,457 3.6 12 24 22 16.5 17.5 DSP India T.I.G.E.R Fund Growth ₹367.476
↑ 4.12 ₹6,019 19.8 16.8 18.9 25.9 24.1 -2.5 BOI AXA Manufacturing and Infrastructure Fund Growth ₹65.78
↑ 0.24 ₹789 16.9 11 18.4 24.2 21.3 7.8 Aditya Birla Sun Life Infrastructure Fund Growth ₹107.82
↑ 0.76 ₹1,185 20.1 13.5 15.8 21.3 19.9 0.7 SBI Magnum COMMA Fund Growth ₹116.219
↑ 0.70 ₹1,125 7.5 8.5 14.9 18.7 12.4 12.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Jun 26 Research Highlights & Commentary of 5 Funds showcased
Commentary DSP Natural Resources and New Energy Fund DSP India T.I.G.E.R Fund BOI AXA Manufacturing and Infrastructure Fund Aditya Birla Sun Life Infrastructure Fund SBI Magnum COMMA Fund Point 1 Upper mid AUM (₹2,457 Cr). Highest AUM (₹6,019 Cr). Bottom quartile AUM (₹789 Cr). Lower mid AUM (₹1,185 Cr). Bottom quartile AUM (₹1,125 Cr). Point 2 Established history (18+ yrs). Oldest track record among peers (22 yrs). Established history (16+ yrs). Established history (20+ yrs). Established history (20+ yrs). Point 3 Top rated. Rating: 4★ (upper mid). Not Rated. Rating: 3★ (bottom quartile). Rating: 4★ (lower mid). Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Point 5 5Y return: 16.49% (bottom quartile). 5Y return: 24.09% (top quartile). 5Y return: 21.32% (upper mid). 5Y return: 19.94% (lower mid). 5Y return: 12.39% (bottom quartile). Point 6 3Y return: 22.03% (lower mid). 3Y return: 25.94% (top quartile). 3Y return: 24.16% (upper mid). 3Y return: 21.27% (bottom quartile). 3Y return: 18.74% (bottom quartile). Point 7 1Y return: 23.98% (top quartile). 1Y return: 18.94% (upper mid). 1Y return: 18.39% (lower mid). 1Y return: 15.79% (bottom quartile). 1Y return: 14.90% (bottom quartile). Point 8 Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 5.38 (top quartile). Alpha: -4.94 (bottom quartile). Point 9 Sharpe: 1.33 (top quartile). Sharpe: 0.48 (bottom quartile). Sharpe: 0.60 (upper mid). Sharpe: 0.30 (bottom quartile). Sharpe: 0.57 (lower mid). Point 10 Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.03 (top quartile). Information ratio: -0.11 (bottom quartile). DSP Natural Resources and New Energy Fund
DSP India T.I.G.E.R Fund
BOI AXA Manufacturing and Infrastructure Fund
Aditya Birla Sun Life Infrastructure Fund
SBI Magnum COMMA Fund
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ವೈವಿಧ್ಯಮಯ ನಿಧಿಗಳು ಅಥವಾ ಮಲ್ಟಿ ಕ್ಯಾಪ್ ಫಂಡ್ಗಳು
ಈ ನಿಧಿಗಳು ಎಲ್ಲಾ ಕಡೆ ಹೂಡಿಕೆ ಮಾಡುತ್ತವೆಮಾರುಕಟ್ಟೆ ಕ್ಯಾಪ್ - ದೊಡ್ಡ ಕ್ಯಾಪ್, ಮಧ್ಯಮ ಮತ್ತು ಸಣ್ಣ ಕ್ಯಾಪ್ ಫಂಡ್ಗಳು. ಅದರ ಹೂಡಿಕೆಯ ತಂತ್ರದಿಂದಾಗಿ, ಅವರು ಪೋರ್ಟ್ಫೋಲಿಯೊವನ್ನು ಸಮತೋಲನಗೊಳಿಸುವುದರಲ್ಲಿ ನಿಪುಣರಾಗಿದ್ದಾರೆ. ಇದರಿಂದಾಗಿ ಅಪಾಯವು ಮಧ್ಯಮವಾಗಿರುತ್ತದೆ. ಒಂದು ಫಂಡ್ ಉತ್ತಮವಾಗಿ ಕಾರ್ಯನಿರ್ವಹಿಸಲು ವಿಫಲವಾದರೆ, ಇತರರು ಪೋರ್ಟ್ಫೋಲಿಯೊವನ್ನು ಸಮತೋಲನಗೊಳಿಸುತ್ತಾರೆ. ಹೂಡಿಕೆದಾರರು ಕನಿಷ್ಠ 5 ವರ್ಷಗಳು ಮತ್ತು ಅದಕ್ಕಿಂತ ಹೆಚ್ಚು ಕಾಲ ಹೂಡಿಕೆ ಮಾಡಬೇಕು.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Aditya Birla Sun Life Manufacturing Equity Fund Growth ₹37.27
↑ 0.34 ₹1,198 16.5 11.7 19.3 21.3 14.2 3.5 ICICI Prudential Multicap Fund Growth ₹863.83
↑ 7.23 ₹17,676 16.4 7.7 9.9 19.3 16.8 5.7 Mahindra Badhat Yojana Growth ₹37.9141
↑ 0.12 ₹6,643 14.1 5.3 8.6 18.6 16.3 3.4 Motilal Oswal Multicap 35 Fund Growth ₹58.5071
↓ -0.19 ₹12,937 11.4 -4.8 -3.9 18 11.9 -5.6 Nippon India Multi Cap Fund Growth ₹305.477
↑ 1.95 ₹53,411 10.7 1.5 3.4 17.8 19.9 4.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Jun 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Aditya Birla Sun Life Manufacturing Equity Fund ICICI Prudential Multicap Fund Mahindra Badhat Yojana Motilal Oswal Multicap 35 Fund Nippon India Multi Cap Fund Point 1 Bottom quartile AUM (₹1,198 Cr). Upper mid AUM (₹17,676 Cr). Bottom quartile AUM (₹6,643 Cr). Lower mid AUM (₹12,937 Cr). Highest AUM (₹53,411 Cr). Point 2 Established history (11+ yrs). Oldest track record among peers (31 yrs). Established history (9+ yrs). Established history (12+ yrs). Established history (21+ yrs). Point 3 Not Rated. Rating: 3★ (upper mid). Not Rated. Top rated. Rating: 2★ (lower mid). Point 4 Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 14.22% (bottom quartile). 5Y return: 16.81% (upper mid). 5Y return: 16.31% (lower mid). 5Y return: 11.93% (bottom quartile). 5Y return: 19.85% (top quartile). Point 6 3Y return: 21.27% (top quartile). 3Y return: 19.27% (upper mid). 3Y return: 18.63% (lower mid). 3Y return: 18.01% (bottom quartile). 3Y return: 17.81% (bottom quartile). Point 7 1Y return: 19.34% (top quartile). 1Y return: 9.88% (upper mid). 1Y return: 8.61% (lower mid). 1Y return: -3.90% (bottom quartile). 1Y return: 3.41% (bottom quartile). Point 8 Alpha: 0.00 (lower mid). Alpha: 5.38 (top quartile). Alpha: 4.99 (upper mid). Alpha: -5.87 (bottom quartile). Alpha: -1.22 (bottom quartile). Point 9 Sharpe: 0.59 (top quartile). Sharpe: 0.15 (upper mid). Sharpe: 0.15 (lower mid). Sharpe: -0.52 (bottom quartile). Sharpe: -0.19 (bottom quartile). Point 10 Information ratio: 0.00 (bottom quartile). Information ratio: 0.79 (top quartile). Information ratio: 0.65 (upper mid). Information ratio: 0.47 (lower mid). Information ratio: 0.39 (bottom quartile). Aditya Birla Sun Life Manufacturing Equity Fund
ICICI Prudential Multicap Fund
Mahindra Badhat Yojana
Motilal Oswal Multicap 35 Fund
Nippon India Multi Cap Fund
ದೊಡ್ಡ ಕ್ಯಾಪ್ ಫಂಡ್ಗಳು
ಇವುಗಳು ಭಾರತದಲ್ಲಿ ದೊಡ್ಡ ಗಾತ್ರದ ಕಂಪನಿಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವ ನಿಧಿಗಳಾಗಿವೆ. ಇವುಗಳು ಉದ್ಯಮದಲ್ಲಿ ಮುಂಚೂಣಿಯಲ್ಲಿರುವ ಸಂಸ್ಥೆಗಳಾಗಿವೆ ಮತ್ತು ಅದರ ಸ್ಥಿರ ಆದಾಯಕ್ಕೆ ಹೆಸರುವಾಸಿಯಾಗಿದೆ. ದೊಡ್ಡ ಕ್ಯಾಪ್ ಫಂಡ್ಗಳು ಮಿಡ್ ಮತ್ತು ಸ್ಮಾಲ್ ಕ್ಯಾಪ್ಗಳಿಗಿಂತ ಕಡಿಮೆ ಅಪಾಯಕಾರಿ ದೊಡ್ಡ ಕಂಪನಿಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುತ್ತವೆ. ಆದರೆ, ಈಕ್ವಿಟಿ ಫಂಡ್ ಆಗಿರುವುದರಿಂದ, ಅಪಾಯ ಯಾವಾಗಲೂ ಇರುತ್ತದೆ. ಮಧ್ಯಮದಿಂದ ಹೆಚ್ಚಿನ ಮಟ್ಟದ ಅಪಾಯವನ್ನು ಸಹಿಸಿಕೊಳ್ಳಬಲ್ಲ ಹೂಡಿಕೆದಾರರು ಮತ್ತು 5 ವರ್ಷಗಳವರೆಗೆ ಹೂಡಿಕೆ ಮಾಡಬಹುದಾಗಿದೆ ಮತ್ತು ಹೆಚ್ಚಿನವರು ಈ ಯೋಜನೆಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಬಹುದು.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Nippon India Large Cap Fund Growth ₹90.1883
↑ 0.51 ₹51,660 6.7 -4.1 0.1 14.4 15.4 9.2 ICICI Prudential Bluechip Fund Growth ₹108.4
↑ 0.46 ₹76,297 5.2 -6.3 -1.4 14 13.4 11.3 Invesco India Largecap Fund Growth ₹70.78
↑ 0.31 ₹1,749 12.2 -0.8 2.4 14.4 12.9 5.5 IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05 ₹655 9.2 12.5 15.4 21.9 12.6 HDFC Top 100 Fund Growth ₹1,117.66
↑ 4.82 ₹37,808 5.7 -5.2 -1.2 11.7 12.3 7.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Jun 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Nippon India Large Cap Fund ICICI Prudential Bluechip Fund Invesco India Largecap Fund IDBI India Top 100 Equity Fund HDFC Top 100 Fund Point 1 Upper mid AUM (₹51,660 Cr). Highest AUM (₹76,297 Cr). Bottom quartile AUM (₹1,749 Cr). Bottom quartile AUM (₹655 Cr). Lower mid AUM (₹37,808 Cr). Point 2 Established history (18+ yrs). Established history (18+ yrs). Established history (16+ yrs). Established history (14+ yrs). Oldest track record among peers (29 yrs). Point 3 Top rated. Rating: 4★ (upper mid). Rating: 3★ (lower mid). Rating: 3★ (bottom quartile). Rating: 3★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 15.36% (top quartile). 5Y return: 13.40% (upper mid). 5Y return: 12.88% (lower mid). 5Y return: 12.61% (bottom quartile). 5Y return: 12.30% (bottom quartile). Point 6 3Y return: 14.36% (lower mid). 3Y return: 13.96% (bottom quartile). 3Y return: 14.44% (upper mid). 3Y return: 21.88% (top quartile). 3Y return: 11.67% (bottom quartile). Point 7 1Y return: 0.13% (lower mid). 1Y return: -1.44% (bottom quartile). 1Y return: 2.37% (upper mid). 1Y return: 15.39% (top quartile). 1Y return: -1.22% (bottom quartile). Point 8 Alpha: 0.46 (lower mid). Alpha: -1.97 (bottom quartile). Alpha: 1.94 (upper mid). Alpha: 2.11 (top quartile). Alpha: -2.19 (bottom quartile). Point 9 Sharpe: -0.35 (lower mid). Sharpe: -0.48 (bottom quartile). Sharpe: -0.24 (upper mid). Sharpe: 1.09 (top quartile). Sharpe: -0.48 (bottom quartile). Point 10 Information ratio: 1.03 (top quartile). Information ratio: 0.90 (upper mid). Information ratio: 0.75 (lower mid). Information ratio: 0.14 (bottom quartile). Information ratio: -0.05 (bottom quartile). Nippon India Large Cap Fund
ICICI Prudential Bluechip Fund
Invesco India Largecap Fund
IDBI India Top 100 Equity Fund
HDFC Top 100 Fund
"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 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. Research Highlights for ICICI Prudential Infrastructure Fund Below is the key information for ICICI Prudential Infrastructure 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 (Erstwhile Reliance Diversified Power Sector Fund) The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies in the power sector. Research Highlights for Nippon India Power and Infra Fund Below is the key information for Nippon India Power and Infra Fund Returns up to 1 year are on 1. DSP World Gold Fund
DSP World Gold Fund
Growth Launch Date 14 Sep 07 NAV (18 Jun 26) ₹55.0138 ↓ -1.78 (-3.14 %) Net Assets (Cr) ₹1,679 on 31 May 26 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk High Expense Ratio 1.41 Sharpe Ratio 1.77 Information Ratio -0.78 Alpha Ratio -0.46 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 21 ₹10,000 31 May 22 ₹8,263 31 May 23 ₹8,534 31 May 24 ₹9,763 31 May 25 ₹14,583 31 May 26 ₹28,558 Returns for DSP World Gold Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jun 26 Duration Returns 1 Month -5.9% 3 Month -2.6% 6 Month 5% 1 Year 74.3% 3 Year 46.7% 5 Year 24.6% 10 Year 15 Year Since launch 9.5% Historical performance (Yearly) on absolute basis
Year Returns 2025 167.1% 2024 15.9% 2023 7% 2022 -7.7% 2021 -9% 2020 31.4% 2019 35.1% 2018 -10.7% 2017 -4% 2016 52.7% Fund Manager information for DSP World Gold Fund
Name Since Tenure Kaivalya Nadkarni 1 May 25 1.08 Yr. Data below for DSP World Gold Fund as on 31 May 26
Equity Sector Allocation
Sector Value Basic Materials 93.13% Asset Allocation
Asset Class Value Cash 4.97% Equity 93.13% Debt 0% Other 1.9% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF World Gold I2
Investment Fund | -68% ₹1,155 Cr 1,005,044
↓ -58,761 VanEck Gold Miners ETF
- | GDX28% ₹482 Cr 573,719 Treps / Reverse Repo Investments
CBLO/Reverse Repo | -4% ₹72 Cr Net Receivables/Payables
Net Current Assets | -0% ₹0 Cr 2. ICICI Prudential Infrastructure Fund
ICICI Prudential Infrastructure Fund
Growth Launch Date 31 Aug 05 NAV (22 Jun 26) ₹206.8 ↑ 1.45 (0.71 %) Net Assets (Cr) ₹8,351 on 31 May 26 Category Equity - Sectoral AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk High Expense Ratio 1.89 Sharpe Ratio 0 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 21 ₹10,000 31 May 22 ₹12,289 31 May 23 ₹15,941 31 May 24 ₹26,282 31 May 25 ₹28,419 31 May 26 ₹29,491 Returns for ICICI Prudential Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jun 26 Duration Returns 1 Month 4.5% 3 Month 14.3% 6 Month 5.7% 1 Year 7% 3 Year 22.8% 5 Year 24.4% 10 Year 15 Year Since launch 15.7% Historical performance (Yearly) on absolute basis
Year Returns 2025 6.7% 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% Fund Manager information for ICICI Prudential Infrastructure Fund
Name Since Tenure Ihab Dalwai 3 Jun 17 9 Yr. Sharmila D’mello 30 Jun 22 3.92 Yr. Data below for ICICI Prudential Infrastructure Fund as on 31 May 26
Equity Sector Allocation
Sector Value Industrials 47.27% Financial Services 10.61% Utility 10.29% Basic Materials 9.54% Real Estate 8.74% Energy 5.85% Consumer Cyclical 2.04% Communication Services 0.1% Asset Allocation
Asset Class Value Cash 4.86% Equity 95.14% Top Securities Holdings / Portfolio
Name Holding Value Quantity InterGlobe Aviation Ltd (Industrials)
Equity, Since 28 Feb 23 | INDIGO8% ₹705 Cr 1,641,985
↓ -20,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 09 | LT7% ₹604 Cr 1,505,704 Oberoi Realty Ltd (Real Estate)
Equity, Since 31 May 23 | OBEROIRLTY4% ₹357 Cr 2,139,426
↓ -497,376 NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | 5325554% ₹344 Cr 8,626,448
↓ -700,000 Brigade Enterprises Ltd (Real Estate)
Equity, Since 30 Nov 25 | 5329293% ₹260 Cr 3,288,140
↓ -75,737 Kalpataru Projects International Ltd (Industrials)
Equity, Since 30 Sep 06 | KPIL3% ₹251 Cr 2,005,608 Shree Cement Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 5003873% ₹250 Cr 103,505
↑ 5,213 Container Corporation of India Ltd (Industrials)
Equity, Since 31 Jan 16 | CONCOR3% ₹249 Cr 4,885,153
↓ -257,287 NCC Ltd (Industrials)
Equity, Since 31 Aug 21 | NCC3% ₹240 Cr 14,665,904 Afcons Infrastructure Ltd (Industrials)
Equity, Since 31 Oct 24 | AFCONS3% ₹232 Cr 6,826,347
↓ -116,130 3. LIC MF Infrastructure Fund
LIC MF Infrastructure Fund
Growth Launch Date 29 Feb 08 NAV (22 Jun 26) ₹55.7755 ↑ 0.67 (1.22 %) Net Assets (Cr) ₹1,099 on 31 May 26 Category Equity - Sectoral AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating Risk High Expense Ratio 2.21 Sharpe Ratio 0.26 Information Ratio 0.55 Alpha Ratio 4.51 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 May 21 ₹10,000 31 May 22 ₹11,769 31 May 23 ₹13,631 31 May 24 ₹24,318 31 May 25 ₹26,424 31 May 26 ₹28,936 Returns for LIC MF Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jun 26 Duration Returns 1 Month 5.9% 3 Month 18.6% 6 Month 13.5% 1 Year 13.1% 3 Year 28.2% 5 Year 24.2% 10 Year 15 Year Since launch 9.8% Historical performance (Yearly) on absolute basis
Year Returns 2025 -3.7% 2024 47.8% 2023 44.4% 2022 7.9% 2021 46.6% 2020 -0.1% 2019 13.3% 2018 -14.6% 2017 42.2% 2016 -2.2% Fund Manager information for LIC MF Infrastructure Fund
Name Since Tenure Sumit Bhatnagar 7 Apr 26 0.15 Yr. Mahesh Bendre 1 Jul 24 1.92 Yr. Data below for LIC MF Infrastructure Fund as on 31 May 26
Equity Sector Allocation
Sector Value Industrials 32.59% Consumer Cyclical 24.07% Utility 9.79% Basic Materials 9.21% Communication Services 7.33% Financial Services 4.31% Health Care 3.19% Real Estate 2.12% Technology 0.79% Asset Allocation
Asset Class Value Cash 6.6% Equity 93.4% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 09 | BHARTIARTL5% ₹53 Cr 281,826
↑ 118,739 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 09 | LT5% ₹47 Cr 117,852
↑ 2,505 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 25 | MARUTI4% ₹45 Cr 33,850
↑ 22,497 Tata Motors Passenger Vehicles Ltd (Consumer Cyclical)
Equity, Since 28 Feb 26 | TMPV4% ₹45 Cr 1,315,651
↑ 461,129 Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 Oct 25 | TMCV4% ₹41 Cr 988,950
↑ 422,131 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 30 Jun 25 | APOLLOHOSP3% ₹33 Cr 43,676
↑ 928 NTPC Ltd (Utilities)
Equity, Since 31 Mar 23 | 5325553% ₹33 Cr 821,696
↑ 17,465 Carraro India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 24 | CARRARO3% ₹32 Cr 572,991
↑ 155,777 Garware Hi-Tech Films Ltd (Basic Materials)
Equity, Since 31 Aug 23 | 5006553% ₹29 Cr 73,009
↑ 1,551 Bharat Bijlee Ltd (Industrials)
Equity, Since 31 Jul 22 | BBL3% ₹29 Cr 92,628
↑ 1,968 4. DSP India T.I.G.E.R Fund
DSP India T.I.G.E.R Fund
Growth Launch Date 11 Jun 04 NAV (22 Jun 26) ₹367.476 ↑ 4.12 (1.13 %) Net Assets (Cr) ₹6,019 on 31 May 26 Category Equity - Sectoral AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 1.89 Sharpe Ratio 0.48 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 21 ₹10,000 31 May 22 ₹11,655 31 May 23 ₹14,449 31 May 24 ₹25,883 31 May 25 ₹25,501 31 May 26 ₹29,155 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 18 Jun 26 Duration Returns 1 Month 4.5% 3 Month 19.8% 6 Month 16.8% 1 Year 18.9% 3 Year 25.9% 5 Year 24.1% 10 Year 15 Year Since launch 17.8% Historical performance (Yearly) on absolute basis
Year Returns 2025 -2.5% 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% Fund Manager information for DSP India T.I.G.E.R Fund
Name Since Tenure Rohit Singhania 21 Jun 10 15.96 Yr. Data below for DSP India T.I.G.E.R Fund as on 31 May 26
Equity Sector Allocation
Sector Value Industrials 28.28% Basic Materials 13.45% Financial Services 11.29% Utility 9.78% Consumer Cyclical 8.26% Energy 6.96% Health Care 5.89% Communication Services 2.77% Real Estate 1.52% Technology 1.51% Consumer Defensive 0.89% Asset Allocation
Asset Class Value Cash 9.38% Equity 90.62% Top Securities Holdings / Portfolio
Name Holding Value Quantity NTPC Ltd (Utilities)
Equity, Since 30 Nov 17 | 5325555% ₹261 Cr 6,528,592
↓ -534,615 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 04 | LT4% ₹236 Cr 588,665 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Dec 24 | APOLLOHOSP4% ₹230 Cr 301,630 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 May 25 | MCX3% ₹174 Cr 585,612
↓ -95,213 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | BHARTIARTL3% ₹160 Cr 849,969 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Dec 24 | AMBER3% ₹154 Cr 191,592
↓ -27,642 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Mar 23 | KIRLOSENG2% ₹142 Cr 834,973 INOX India Ltd (Industrials)
Equity, Since 31 Dec 23 | INOXINDIA2% ₹137 Cr 940,841 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Oct 25 | HAL2% ₹132 Cr 305,098 Coal India Ltd (Energy)
Equity, Since 31 Dec 23 | COALINDIA2% ₹130 Cr 2,705,180 5. Nippon India Power and Infra Fund
Nippon India Power and Infra Fund
Growth Launch Date 8 May 04 NAV (22 Jun 26) ₹392.052 ↑ 3.91 (1.01 %) Net Assets (Cr) ₹7,898 on 31 May 26 Category Equity - Sectoral AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 1.85 Sharpe Ratio 0.35 Information Ratio 0.63 Alpha Ratio 6.45 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 21 ₹10,000 31 May 22 ₹11,291 31 May 23 ₹14,690 31 May 24 ₹26,370 31 May 25 ₹26,323 31 May 26 ₹29,409 Returns for Nippon India Power and Infra Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Jun 26 Duration Returns 1 Month 3.3% 3 Month 16.5% 6 Month 13.5% 1 Year 13.9% 3 Year 24.7% 5 Year 23.9% 10 Year 15 Year Since launch 18% Historical performance (Yearly) on absolute basis
Year Returns 2025 -0.5% 2024 26.9% 2023 58% 2022 10.9% 2021 48.9% 2020 10.8% 2019 -2.9% 2018 -21.1% 2017 61.7% 2016 0.1% Fund Manager information for Nippon India Power and Infra Fund
Name Since Tenure Kinjal Desai 25 May 18 8.02 Yr. Rahul Modi 19 Aug 24 1.78 Yr. Amber Singhania 11 Mar 26 0.22 Yr. Data below for Nippon India Power and Infra Fund as on 31 May 26
Equity Sector Allocation
Sector Value Industrials 35.15% Utility 22.71% Consumer Cyclical 10.87% Energy 10.01% Basic Materials 6.11% Technology 4.98% Financial Services 3.58% Health Care 2.11% Communication Services 2.08% Real Estate 1.65% Asset Allocation
Asset Class Value Cash 0.74% Equity 99.26% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE9% ₹667 Cr 4,660,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 07 | LT7% ₹541 Cr 1,346,958
↑ 182,621 NTPC Ltd (Utilities)
Equity, Since 31 May 09 | 5325557% ₹525 Cr 13,154,060
↓ -645,940 NTPC Green Energy Ltd (Utilities)
Equity, Since 30 Nov 24 | NTPCGREEN4% ₹288 Cr 26,191,079
↑ 1,700,000 Tata Power Co Ltd (Utilities)
Equity, Since 30 Apr 23 | 5004003% ₹265 Cr 5,950,789
↓ -1,650,000 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 24 | 5001033% ₹245 Cr 6,948,468
↑ 100,000 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 30 Sep 24 | 5000932% ₹176 Cr 2,170,014
↓ -550,000 Triveni Turbine Ltd (Industrials)
Equity, Since 30 Jun 25 | 5336552% ₹176 Cr 3,073,288
↑ 60,249 Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Oct 24 | 5328102% ₹175 Cr 3,900,000
↑ 300,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | 5325382% ₹174 Cr 150,000
SIP ಮಾರ್ಗವನ್ನು ತೆಗೆದುಕೊಳ್ಳುವುದು ಏಕೆ ಹೆಚ್ಚಿನ ಅಪಾಯದ ಹೂಡಿಕೆಗಳಲ್ಲಿ ಸ್ಮಾರ್ಟ್ ಆಯ್ಕೆಯಾಗಿದೆ?
ಒಂದು ವ್ಯವಸ್ಥಿತಹೂಡಿಕೆ ಯೋಜನೆ (SIP) ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳಲ್ಲಿ, ವಿಶೇಷವಾಗಿ ಈಕ್ವಿಟಿ ಫಂಡ್ಗಳಲ್ಲಿ ಹೂಡಿಕೆಯ ಪರಿಣಾಮಕಾರಿ ವಿಧಾನವಾಗಿದೆ. ಒಂದು SIP ಅನುಮತಿಸುತ್ತದೆಹೂಡಿಕೆದಾರ ಯೋಜನೆಯಲ್ಲಿ ನಿಗದಿತ ಮೊತ್ತವನ್ನು ನಿಯಮಿತವಾಗಿ ಹೂಡಿಕೆ ಮಾಡಲು. SIP ಗಳ ಒಂದು ಪ್ರಮುಖ ಪ್ರಯೋಜನವೆಂದರೆ ಅದು ರೂಪಾಯಿ ವೆಚ್ಚದ ಸರಾಸರಿಗೆ ಸಹಾಯ ಮಾಡುತ್ತದೆ. ಮಾರುಕಟ್ಟೆಯ ಸ್ಥಿತಿಗತಿಗಳನ್ನು ಲೆಕ್ಕಿಸದೆಯೇ ನೀವು ಒಂದು ನಿರ್ದಿಷ್ಟ ಅವಧಿಯಲ್ಲಿ ನಿಯಮಿತವಾಗಿ ಹೂಡಿಕೆ ಮಾಡಿದಾಗ, ಮಾರುಕಟ್ಟೆಯು ಕಡಿಮೆಯಾದಾಗ ನೀವು ಹೆಚ್ಚು ಯೂನಿಟ್ಗಳನ್ನು ಮತ್ತು ಮಾರುಕಟ್ಟೆಯು ಹೆಚ್ಚಿರುವಾಗ ಕಡಿಮೆ ಯೂನಿಟ್ಗಳನ್ನು ಪಡೆಯುತ್ತೀರಿ. ಇದು ನಿಮ್ಮ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಘಟಕಗಳ ಖರೀದಿ ವೆಚ್ಚವನ್ನು ಸರಾಸರಿ ಮಾಡುತ್ತದೆ.
ಇತರ ಪ್ರಯೋಜನವೆಂದರೆಸಂಯೋಜನೆಯ ಶಕ್ತಿ. ನೀವು ದೀರ್ಘಾವಧಿಯವರೆಗೆ ಹೂಡಿಕೆ ಮಾಡಿದಾಗ ನಿಮ್ಮ ಹಣವು ಸಂಯೋಜನೆಗೊಳ್ಳಲು ಪ್ರಾರಂಭಿಸುತ್ತದೆ. ಸಂಗ್ರಹವಾದ ಕಾರ್ಪಸ್ ಅನ್ನು ಮಾರುಕಟ್ಟೆಯಲ್ಲಿ ಮರು-ಹೂಡಿಕೆ ಮಾಡಲಾಗುತ್ತದೆ ಮತ್ತು ನಿಮ್ಮ ಹೂಡಿಕೆಯಿಂದ ಗಳಿಸಿದ ಆದಾಯದ ಮೇಲೆ ನೀವು ಆದಾಯವನ್ನು ಗಳಿಸುತ್ತೀರಿ. ನಿಯಮಿತ ಸಣ್ಣ ಹೂಡಿಕೆಗಳೊಂದಿಗೆ ನಿಮ್ಮ ದೀರ್ಘಾವಧಿಯ ಗುರಿಗಳನ್ನು ಸಾಧಿಸಲು ಸಹಾಯ ಮಾಡುವ ದೊಡ್ಡ ಕಾರ್ಪಸ್ ಅನ್ನು ನಿರ್ಮಿಸಲು ಇದು ಸಹಾಯ ಮಾಡುತ್ತದೆ.
SIP ಯ ಇತರ ಕೆಲವು ಪ್ರಯೋಜನಗಳೆಂದರೆ:
- ಕನಿಷ್ಠ ಹೂಡಿಕೆಯು INR 500 ರಿಂದ ಪ್ರಾರಂಭವಾಗುತ್ತದೆ
- ದೀರ್ಘಾವಧಿಯ ಉಳಿತಾಯದ ಅಭ್ಯಾಸವನ್ನು ನಿರ್ಮಿಸುತ್ತದೆ
- ದೀರ್ಘಾವಧಿಯ ಅಪಾಯವನ್ನು ಕಡಿಮೆ ಮಾಡುತ್ತದೆ
- ಗುರಿ-ವಾರು ಹೂಡಿಕೆಗೆ ಸಹಾಯ ಮಾಡುತ್ತದೆ
ಹೈ ರಿಸ್ಕ್ ಮ್ಯೂಚುವಲ್ ಫಂಡ್ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವುದು ಹೇಗೆ?
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