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ಸ್ಟಾಕ್ಗಳನ್ನು ಆಯ್ಕೆಮಾಡುವಲ್ಲಿ ಅವುಗಳ ವ್ಯವಸ್ಥಿತ ವಿಧಾನದಿಂದಾಗಿ ಕೇಂದ್ರೀಕೃತ ನಿಧಿಗಳು ಜನಪ್ರಿಯವಾಗುತ್ತಿವೆ. ಈ ನಿಧಿಗಳು ಹೆಚ್ಚಿನ ಆದಾಯದ ಗುರಿಯನ್ನು ಹೊಂದಿವೆಹೂಡಿಕೆ ಸೀಮಿತ ಷೇರುಗಳಲ್ಲಿ. ಆದರೆ, ನಾವು ಉತ್ತಮವಾಗಿ ಕಾರ್ಯನಿರ್ವಹಿಸುವ ಕೇಂದ್ರೀಕೃತ ನಿಧಿಗಳ ಪಟ್ಟಿಗೆ ಹೋಗುವ ಮೊದಲು, ಈ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಯೋಜನೆಯ ಉದ್ದೇಶ ಮತ್ತು ಉದ್ದೇಶವನ್ನು ಮೊದಲು ಅರ್ಥಮಾಡಿಕೊಳ್ಳೋಣ.
ಕೇಂದ್ರೀಕೃತ ನಿಧಿಗಳು ಯಾವುವು?
ಕೇಂದ್ರೀಕೃತ ನಿಧಿಗಳು ಒಂದು ವಿಧಈಕ್ವಿಟಿ ಫಂಡ್ ಅದು ಸೀಮಿತ ಸಂಖ್ಯೆಯ ಷೇರುಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುತ್ತದೆ. ಈ ನಿಧಿಗಳು ದೊಡ್ಡ ಕ್ಯಾಪ್, ಮಿಡ್, ಸ್ಮಾಲ್ ಅಥವಾ ಮಲ್ಟಿ ಕ್ಯಾಪ್ ಸ್ಟಾಕ್ಗಳ ಮೇಲೆ ಕೇಂದ್ರೀಕರಿಸುತ್ತವೆ. ಭಾರತದ ಭದ್ರತೆ ಮತ್ತು ವಿನಿಮಯದ ಪ್ರಕಾರ (SEBI), ಕೇಂದ್ರೀಕೃತ ನಿಧಿಯು ಕನಿಷ್ಠ 30 ಷೇರುಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಬಹುದು. ಕೇಂದ್ರೀಕೃತ ನಿಧಿ ಯೋಜನೆಯು ತನ್ನ ಒಟ್ಟು ಆಸ್ತಿಯಲ್ಲಿ ಕನಿಷ್ಠ 60 ಪ್ರತಿಶತವನ್ನು ಈಕ್ವಿಟಿಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಬಹುದು.
ಬೆಳವಣಿಗೆಯ ಸಾಮರ್ಥ್ಯವನ್ನು ಹೊಂದಿರುವ ಸೀಮಿತ ಸಂಖ್ಯೆಯ ಗುಣಮಟ್ಟದ ಕಂಪನಿಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವ ಮೂಲಕ, ಕೇಂದ್ರೀಕೃತ ನಿಧಿಗಳು ಹೆಚ್ಚಿನ ಆದಾಯವನ್ನು ತಲುಪಿಸುವ ಗುರಿಯನ್ನು ಹೊಂದಿವೆ. ಈ ನಿಧಿಗಳು ಪ್ರಮಾಣಕ್ಕಿಂತ ಗುಣಮಟ್ಟವನ್ನು ಒತ್ತಿಹೇಳುತ್ತವೆ. ಹೆಚ್ಚಿನ ಸಂಖ್ಯೆಯ ಹಿಡುವಳಿಗಳಲ್ಲಿ ವೈವಿಧ್ಯಗೊಳಿಸುವುದಕ್ಕಿಂತ ಹೆಚ್ಚಾಗಿ, ಕೇಂದ್ರೀಕೃತ ನಿಧಿಗಳ ನಿಧಿ ವ್ಯವಸ್ಥಾಪಕರು ಹೆಚ್ಚು ವಿಶ್ವಾಸ ಹೊಂದಿರುವ ಷೇರುಗಳನ್ನು ಹಿಡಿದಿಟ್ಟುಕೊಳ್ಳಲು ಆದ್ಯತೆ ನೀಡುತ್ತಾರೆ. ಈ ನಿಧಿಗಳು ಖರೀದಿಸುವ ಭದ್ರತೆಗಳನ್ನು ಸಾಮಾನ್ಯವಾಗಿ ಸಂಪೂರ್ಣವಾಗಿ ಸಂಶೋಧಿಸಲಾಗುತ್ತದೆ.
ಈ ನಿಧಿಗಳ ಅನನುಕೂಲವೆಂದರೆ ಅವುಗಳು ವೈವಿಧ್ಯೀಕರಣವನ್ನು ಹೊಂದಿರುವುದಿಲ್ಲ, ಹೀಗಾಗಿ ಇತರರಿಗೆ ಹೋಲಿಸಿದರೆ ಹೆಚ್ಚಿನ ಪ್ರಮಾಣದ ಅಪಾಯಕ್ಕೆ ಒಡ್ಡಿಕೊಳ್ಳುತ್ತವೆಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು.
ಫೋಕಸ್ಡ್ ಮ್ಯೂಚುವಲ್ ಫಂಡ್ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವುದರ ಪ್ರಯೋಜನಗಳು
ಕೇಂದ್ರೀಕೃತ ನಿಧಿಗಳು ಸೀಮಿತ ಷೇರುಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವುದರಿಂದ, ಅವು ಅತ್ಯಂತ ಕ್ರಮಬದ್ಧವಾಗಿವೆ. ಈ ನಿಧಿಗಳು ಹೂಡಿಕೆದಾರರ ಪರವಾಗಿ ಕೆಲಸ ಮಾಡಬಹುದಾದ ಅತ್ಯುತ್ತಮ ಹೂಡಿಕೆಗಳನ್ನು ಆಯ್ಕೆ ಮಾಡಲು ಪ್ರಯತ್ನಿಸುತ್ತವೆ. ಕೇಂದ್ರೀಕೃತ ನಿಧಿಯ ಸಂಪೂರ್ಣ ಉದ್ದೇಶವು ಸರಿಯಾದ ಸ್ಟಾಕ್ನೊಂದಿಗೆ ಬುಲ್ಸ್ ಐ ಅನ್ನು ಹೊಡೆಯುವುದು ಮತ್ತು ಹೆಚ್ಚಿನ ಆದಾಯವನ್ನು ಗಳಿಸುವುದು. ಫೋಕಸ್ಡ್ ಫಂಡ್ಗಳ ಫಂಡ್ ಮ್ಯಾನೇಜರ್ಗಳು ವಿಜೇತರನ್ನು ಆಯ್ಕೆಮಾಡುವಲ್ಲಿ ಪರಿಣಿತರಾಗಿದ್ದಾರೆ ಮತ್ತು ವಿಶಾಲವಾದ ಸ್ಟಾಕ್ನ ಆದಾಯವನ್ನು ಸೋಲಿಸುತ್ತಾರೆಮಾರುಕಟ್ಟೆ.
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ಟಾಪ್ 8 ಅತ್ಯುತ್ತಮ ಕೇಂದ್ರೀಕೃತ ಮ್ಯೂಚುವಲ್ ಫಂಡ್ಗಳು FY 22 - 23
(Erstwhile ICICI Prudential Select Large Cap Fund) An equity fund that aims to generate capital appreciation by investing in equity
and equity related securities of large market capitalisation companies, with an
option to withdraw investment periodically based on triggers. Below is the key information for ICICI Prudential Focused Equity Fund Returns up to 1 year are on (Erstwhile HDFC Core & Satellite Fund) To generate capital appreciation through equity investment in companies whose shares are quoting at prices below their true value. Research Highlights for HDFC Focused 30 Fund Below is the key information for HDFC Focused 30 Fund Returns up to 1 year are on (Erstwhile SBI Emerging Businesses Fund) The investment objective of the Emerging Businesses Fund would be to participate in the growth potential presented by various companies that are considered emergent and have export orientation/outsourcing opportunities or are globally competitive. The fund may also evaluate Emerging Businesses with growth potential and domestic focus. Research Highlights for SBI Focused Equity Fund Below is the key information for SBI Focused Equity Fund Returns up to 1 year are on (Erstwhile DSP BlackRock Focus 25 Fund) The primary investment objective of the Scheme is to generate long-term capital growth from a portfolio of equity and equity-related securities including equity derivatives. The portfolio will consist of multi cap companies by market capitalisation. The Scheme will hold equity and equity-related securities including equity derivatives, of upto 30 companies. The Scheme may also invest in debt and money market securities, for defensive considerations and/or for managing liquidity requirements. There is no assurance that the investment objective of the Scheme will be realized. Research Highlights for DSP Focus Fund Below is the key information for DSP Focus Fund Returns up to 1 year are on (Erstwhile Aditya Birla Sun Life Top 100 Fund) An Open-ended growth scheme with the objective to provide medium to long term capital appreciation, by investing predominantly in a diversified portfolio of equity and equity related securities of top 100 companies as measured by market capitalization. Research Highlights for Aditya Birla Sun Life Focused Equity Fund Below is the key information for Aditya Birla Sun Life Focused Equity Fund Returns up to 1 year are on To achieve capital appreciation by investing in
equity and equity related instruments of select
stocks Research Highlights for Sundaram Select Focus Fund Below is the key information for Sundaram Select Focus Fund Returns up to 1 year are on (Erstwhile Reliance Mid & Small Cap Fund) The primary investment objective of the scheme is to seek to generate long term capital appreciation & provide long-term growth opportunities by investing in
a portfolio constituted of equity & equity related securities and Derivatives predominantly in Mid cap and small cap companies and the secondary objective
is to generate consistent returns by investing in debt and money market securities. However there can be no assurance that the investment objective of the scheme will be realized, as actual market movements may be at variance with anticipated trends. Research Highlights for Nippon India Focused Equity Fund Below is the key information for Nippon India Focused Equity 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. Research Highlights for IIFL Focused Equity Fund Below is the key information for IIFL Focused Equity Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) ICICI Prudential Focused Equity Fund Growth ₹92.92
↓ -0.01 ₹14,571 -2.3 -2.5 8.8 21.9 19.2 15.4 HDFC Focused 30 Fund Growth ₹228.505
↑ 0.16 ₹24,170 -2.6 -4.7 4.7 19.8 21.7 10.9 SBI Focused Equity Fund Growth ₹377.454
↑ 3.56 ₹39,739 0.2 3 13.9 18.6 14.9 15.7 DSP Focus Fund Growth ₹53.206
↓ -0.06 ₹2,295 -2.5 -3.3 2.6 18.4 12.8 7.3 Aditya Birla Sun Life Focused Equity Fund Growth ₹143.772
↑ 0.21 ₹7,132 -1.5 -1.1 8.7 17.3 14.2 10.1 Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 -5 8.5 24.5 17 17.3 Nippon India Focused Equity Fund Growth ₹120.358
↑ 0.08 ₹7,512 0.4 -2.7 5.8 15.4 14.3 9.3 IIFL Focused Equity Fund Growth ₹45.8675
↓ -0.04 ₹6,837 1 -3.8 2.8 14.4 14.6 4.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Apr 26 Research Highlights & Commentary of 8 Funds showcased
Commentary ICICI Prudential Focused Equity Fund HDFC Focused 30 Fund SBI Focused Equity Fund DSP Focus Fund Aditya Birla Sun Life Focused Equity Fund Sundaram Select Focus Fund Nippon India Focused Equity Fund IIFL Focused Equity Fund Point 1 Upper mid AUM (₹14,571 Cr). Top quartile AUM (₹24,170 Cr). Highest AUM (₹39,739 Cr). Bottom quartile AUM (₹2,295 Cr). Lower mid AUM (₹7,132 Cr). Bottom quartile AUM (₹1,354 Cr). Upper mid AUM (₹7,512 Cr). Lower mid AUM (₹6,837 Cr). Point 2 Established history (16+ yrs). Established history (21+ yrs). Established history (21+ yrs). Established history (15+ yrs). Established history (20+ yrs). Oldest track record among peers (23 yrs). Established history (19+ yrs). Established history (11+ yrs). Point 3 Rating: 2★ (lower mid). Rating: 3★ (top quartile). Rating: 2★ (lower mid). Rating: 3★ (upper mid). Top rated. Rating: 3★ (upper mid). Rating: 2★ (bottom quartile). Not Rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 19.15% (top quartile). 5Y return: 21.69% (top quartile). 5Y return: 14.86% (upper mid). 5Y return: 12.84% (bottom quartile). 5Y return: 14.23% (bottom quartile). 5Y return: 17.29% (upper mid). 5Y return: 14.29% (lower mid). 5Y return: 14.62% (lower mid). Point 6 3Y return: 21.95% (top quartile). 3Y return: 19.78% (top quartile). 3Y return: 18.65% (upper mid). 3Y return: 18.40% (upper mid). 3Y return: 17.31% (lower mid). 3Y return: 17.03% (lower mid). 3Y return: 15.39% (bottom quartile). 3Y return: 14.40% (bottom quartile). Point 7 1Y return: 8.84% (upper mid). 1Y return: 4.66% (lower mid). 1Y return: 13.91% (top quartile). 1Y return: 2.63% (bottom quartile). 1Y return: 8.70% (upper mid). 1Y return: 24.49% (top quartile). 1Y return: 5.81% (lower mid). 1Y return: 2.84% (bottom quartile). Point 8 Alpha: 2.38 (top quartile). Alpha: -0.27 (lower mid). Alpha: 5.25 (top quartile). Alpha: -4.18 (bottom quartile). Alpha: 1.28 (upper mid). Alpha: -5.62 (bottom quartile). Alpha: 0.12 (upper mid). Alpha: -2.78 (lower mid). Point 9 Sharpe: -0.34 (upper mid). Sharpe: -0.49 (lower mid). Sharpe: -0.11 (upper mid). Sharpe: -0.75 (bottom quartile). Sharpe: -0.39 (lower mid). Sharpe: 1.85 (top quartile). Sharpe: -0.50 (bottom quartile). Sharpe: 0.68 (top quartile). Point 10 Information ratio: 1.25 (top quartile). Information ratio: 0.75 (top quartile). Information ratio: 0.45 (upper mid). Information ratio: 0.39 (upper mid). Information ratio: 0.18 (lower mid). Information ratio: -0.52 (bottom quartile). Information ratio: -0.28 (lower mid). Information ratio: -0.40 (bottom quartile). ICICI Prudential Focused Equity Fund
HDFC Focused 30 Fund
SBI Focused Equity Fund
DSP Focus Fund
Aditya Birla Sun Life Focused Equity Fund
Sundaram Select Focus Fund
Nippon India Focused Equity Fund
IIFL Focused Equity Fund
1. ICICI Prudential Focused Equity Fund
ICICI Prudential Focused Equity Fund
Growth Launch Date 28 May 09 NAV (20 Apr 26) ₹92.92 ↓ -0.01 (-0.01 %) Net Assets (Cr) ₹14,571 on 31 Mar 26 Category Equity - Focused AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio -0.34 Information Ratio 1.25 Alpha Ratio 2.38 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 Mar 21 ₹10,000 31 Mar 22 ₹12,394 31 Mar 23 ₹12,815 31 Mar 24 ₹18,898 31 Mar 25 ₹21,168 31 Mar 26 ₹21,003 Returns for ICICI Prudential Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Apr 26 Duration Returns 1 Month 7.8% 3 Month -2.3% 6 Month -2.5% 1 Year 8.8% 3 Year 21.9% 5 Year 19.2% 10 Year 15 Year Since launch 14.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 15.4% 2023 26.5% 2022 28.3% 2021 6% 2020 36.1% 2019 24.6% 2018 0.4% 2017 -2.7% 2016 23.4% 2015 10.6% Fund Manager information for ICICI Prudential Focused Equity Fund
Name Since Tenure Vaibhav Dusad 8 Aug 22 3.65 Yr. Sharmila D’mello 31 Jul 22 3.67 Yr. Data below for ICICI Prudential Focused Equity Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 26.06% Consumer Cyclical 22.16% Industrials 9.79% Technology 8.42% Consumer Defensive 6.72% Communication Services 6.6% Health Care 6.18% Real Estate 5.55% Basic Materials 2.98% Utility 2.74% Asset Allocation
Asset Class Value Cash 2.77% Equity 97.2% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 21 | ICICIBANK9% ₹1,251 Cr 10,371,653 Infosys Ltd (Technology)
Equity, Since 30 Jun 09 | INFY5% ₹771 Cr 6,168,888
↓ -40,000 Axis Bank Ltd (Financial Services)
Equity, Since 29 Feb 24 | 5322155% ₹761 Cr 6,552,685
↑ 1,841,525 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 24 | HDFCBANK5% ₹670 Cr 9,165,186
↓ -970,000 Britannia Industries Ltd (Consumer Defensive)
Equity, Since 30 Apr 25 | 5008254% ₹546 Cr 1,006,860
↑ 6,396 Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Aug 23 | NAUKRI4% ₹513 Cr 5,301,649
↑ 48,908 Titan Co Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | TITAN3% ₹488 Cr 1,234,183
↑ 30,625 Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Dec 25 | MAXHEALTH3% ₹480 Cr 4,986,225
↑ 441,570 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 25 | 5002513% ₹470 Cr 1,425,726
↑ 204,580 Phoenix Mills Ltd (Real Estate)
Equity, Since 30 Nov 21 | 5031003% ₹457 Cr 3,034,480
↑ 412,500 2. HDFC Focused 30 Fund
HDFC Focused 30 Fund
Growth Launch Date 17 Sep 04 NAV (20 Apr 26) ₹228.505 ↑ 0.16 (0.07 %) Net Assets (Cr) ₹24,170 on 31 Mar 26 Category Equity - Focused AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.68 Sharpe Ratio -0.49 Information Ratio 0.75 Alpha Ratio -0.27 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 Mar 21 ₹10,000 31 Mar 22 ₹13,036 31 Mar 23 ₹14,824 31 Mar 24 ₹20,880 31 Mar 25 ₹24,131 31 Mar 26 ₹23,523 Returns for HDFC Focused 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Apr 26 Duration Returns 1 Month 5.8% 3 Month -2.6% 6 Month -4.7% 1 Year 4.7% 3 Year 19.8% 5 Year 21.7% 10 Year 15 Year Since launch 15.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 10.9% 2023 24% 2022 29.6% 2021 18.3% 2020 40.1% 2019 4.2% 2018 3.8% 2017 -14.6% 2016 38.7% 2015 2.1% Fund Manager information for HDFC Focused 30 Fund
Name Since Tenure Amit Ganatra 1 Feb 26 0.16 Yr. Dhruv Muchhal 22 Jun 23 2.78 Yr. Data below for HDFC Focused 30 Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 43.96% Consumer Cyclical 19.7% Health Care 6.72% Industrials 6.47% Technology 3.97% Communication Services 3.54% Utility 2.97% Basic Materials 2.5% Real Estate 1.79% Asset Allocation
Asset Class Value Cash 8.19% Equity 91.62% Debt 0.19% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | ICICIBANK10% ₹2,579 Cr 18,700,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | HDFCBANK9% ₹2,488 Cr 28,026,520 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | AXISBANK8% ₹2,076 Cr 15,000,000 State Bank of India (Financial Services)
Equity, Since 30 Apr 12 | SBIN6% ₹1,646 Cr 13,700,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Sep 23 | KOTAKBANK6% ₹1,568 Cr 37,772,860 HCL Technologies Ltd (Technology)
Equity, Since 30 Apr 22 | HCLTECH4% ₹1,077 Cr 7,751,941
↑ 301,941 Cipla Ltd (Healthcare)
Equity, Since 31 Jan 22 | CIPLA4% ₹1,029 Cr 7,635,011 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | MARUTI4% ₹1,016 Cr 683,589 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 20 | BHARTIARTL4% ₹961 Cr 5,114,949
↑ 300,000 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Jan 22 | SBILIFE4% ₹957 Cr 4,700,000 3. SBI Focused Equity Fund
SBI Focused Equity Fund
Growth Launch Date 11 Oct 04 NAV (17 Apr 26) ₹377.454 ↑ 3.56 (0.95 %) Net Assets (Cr) ₹39,739 on 31 Mar 26 Category Equity - Focused AMC SBI Funds Management Private Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.58 Sharpe Ratio -0.12 Information Ratio 0.45 Alpha Ratio 5.25 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 Mar 21 ₹10,000 31 Mar 22 ₹12,481 31 Mar 23 ₹11,639 31 Mar 24 ₹15,641 31 Mar 25 ₹17,425 31 Mar 26 ₹17,985 Returns for SBI Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Apr 26 Duration Returns 1 Month 6.1% 3 Month 0.2% 6 Month 3% 1 Year 13.9% 3 Year 18.6% 5 Year 14.9% 10 Year 15 Year Since launch 18.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 15.7% 2023 17.2% 2022 22.2% 2021 -8.5% 2020 43% 2019 14.5% 2018 16.1% 2017 -3.8% 2016 44.7% 2015 2.2% Fund Manager information for SBI Focused Equity Fund
Name Since Tenure R. Srinivasan 1 May 09 16.93 Yr. Data below for SBI Focused Equity Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 29.99% Communication Services 15.42% Consumer Cyclical 13.39% Utility 10.41% Basic Materials 6.23% Health Care 4.88% Consumer Defensive 4.25% Technology 2.9% Industrials 1.95% Asset Allocation
Asset Class Value Cash 9.64% Equity 89.42% Debt 0.94% Top Securities Holdings / Portfolio
Name Holding Value Quantity Alphabet Inc Class A (Communication Services)
Equity, Since 30 Sep 18 | GOOGL10% ₹3,811 Cr 1,400,000 State Bank of India (Financial Services)
Equity, Since 30 Sep 21 | SBIN7% ₹2,733 Cr 27,900,000
↑ 4,900,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 26 | BHARTIARTL6% ₹2,317 Cr 13,000,000
↑ 13,000,000 Muthoot Finance Ltd (Financial Services)
Equity, Since 29 Feb 20 | 5333986% ₹2,212 Cr 7,000,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Oct 25 | 5000345% ₹1,924 Cr 24,000,000
↑ 6,100,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 13 | HDFCBANK5% ₹1,829 Cr 25,000,000
↓ -3,000,000 Adani Power Ltd (Utilities)
Equity, Since 31 Oct 25 | 5330965% ₹1,802 Cr 119,816,389
↑ 6,121,549 Bajaj Finserv Ltd (Financial Services)
Equity, Since 31 Mar 25 | 5329784% ₹1,632 Cr 10,000,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | KOTAKBANK4% ₹1,590 Cr 45,000,000 Adani Energy Solutions Ltd (Utilities)
Equity, Since 31 Aug 25 | ADANIENSOL4% ₹1,418 Cr 15,171,443 4. DSP Focus Fund
DSP Focus Fund
Growth Launch Date 10 Jun 10 NAV (20 Apr 26) ₹53.206 ↓ -0.06 (-0.11 %) Net Assets (Cr) ₹2,295 on 31 Mar 26 Category Equity - Focused AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 2.03 Sharpe Ratio -0.75 Information Ratio 0.39 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 Mar 21 ₹10,000 31 Mar 22 ₹11,140 31 Mar 23 ₹10,709 31 Mar 24 ₹14,962 31 Mar 25 ₹17,480 31 Mar 26 ₹16,345 Returns for DSP Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Apr 26 Duration Returns 1 Month 7.6% 3 Month -2.5% 6 Month -3.3% 1 Year 2.6% 3 Year 18.4% 5 Year 12.8% 10 Year 15 Year Since launch 11.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.3% 2023 18.5% 2022 34.2% 2021 -4.5% 2020 22.3% 2019 9% 2018 18% 2017 -5.6% 2016 29.2% 2015 6.1% Fund Manager information for DSP Focus Fund
Name Since Tenure Vinit Sambre 1 Jun 20 5.84 Yr. Bhavin Gandhi 1 Feb 24 2.16 Yr. Data below for DSP Focus Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 41% Technology 10.63% Health Care 6.16% Basic Materials 5.89% Consumer Cyclical 5.75% Industrials 5.07% Energy 4.83% Communication Services 4.32% Real Estate 3.67% Consumer Defensive 2.01% Asset Allocation
Asset Class Value Cash 10.69% Equity 89.31% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK9% ₹207 Cr 1,717,178 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK7% ₹162 Cr 2,221,204
↑ 584,571 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 23 | 5322155% ₹120 Cr 1,030,961 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | SBILIFE4% ₹100 Cr 561,758 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 25 | BHARTIARTL4% ₹99 Cr 555,937 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Aug 21 | CHOLAFIN4% ₹88 Cr 647,299 Ipca Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 21 | 5244944% ₹85 Cr 530,922 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jul 22 | 5031004% ₹84 Cr 558,910 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 22 | 5000344% ₹82 Cr 1,026,580
↓ -357,662 State Bank of India (Financial Services)
Equity, Since 31 Aug 25 | SBIN4% ₹81 Cr 827,995
↓ -112,892 5. Aditya Birla Sun Life Focused Equity Fund
Aditya Birla Sun Life Focused Equity Fund
Growth Launch Date 24 Oct 05 NAV (20 Apr 26) ₹143.772 ↑ 0.21 (0.15 %) Net Assets (Cr) ₹7,132 on 31 Mar 26 Category Equity - Focused AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.82 Sharpe Ratio -0.39 Information Ratio 0.18 Alpha Ratio 1.28 Min Investment 1,000 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 31 Mar 21 ₹10,000 31 Mar 22 ₹11,963 31 Mar 23 ₹11,653 31 Mar 24 ₹15,957 31 Mar 25 ₹17,376 31 Mar 26 ₹17,172 Returns for Aditya Birla Sun Life Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Apr 26 Duration Returns 1 Month 7% 3 Month -1.5% 6 Month -1.1% 1 Year 8.7% 3 Year 17.3% 5 Year 14.2% 10 Year 15 Year Since launch 13.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 10.1% 2023 18.7% 2022 23% 2021 0.4% 2020 26.7% 2019 16% 2018 11.3% 2017 -4.1% 2016 30.9% 2015 6.7% Fund Manager information for Aditya Birla Sun Life Focused Equity Fund
Name Since Tenure Kunal Sangoi 7 May 21 4.9 Yr. Data below for Aditya Birla Sun Life Focused Equity Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 29.83% Consumer Cyclical 14.92% Technology 13.56% Industrials 9.32% Energy 6.57% Basic Materials 5.04% Health Care 4.61% Communication Services 4.09% Utility 3.75% Real Estate 2.89% Consumer Defensive 2.7% Asset Allocation
Asset Class Value Cash 2.4% Equity 97.6% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 05 | RELIANCE7% ₹469 Cr 3,486,850 Infosys Ltd (Technology)
Equity, Since 31 Oct 05 | INFY6% ₹463 Cr 3,701,468
↑ 302,496 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK6% ₹421 Cr 3,487,746 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Oct 05 | LT4% ₹304 Cr 867,856 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK4% ₹293 Cr 4,007,378
↑ 737,052 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL4% ₹292 Cr 1,638,081
↑ 35,638 State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN4% ₹279 Cr 2,844,690 Axis Bank Ltd (Financial Services)
Equity, Since 30 Apr 19 | 5322154% ₹275 Cr 2,367,644 Shriram Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | SHRIRAMFIN4% ₹272 Cr 3,117,892
↑ 189,654 Tech Mahindra Ltd (Technology)
Equity, Since 30 Sep 24 | 5327554% ₹271 Cr 1,960,009 6. Sundaram Select Focus Fund
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 31 Mar 21 ₹10,000 Returns for Sundaram Select Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Apr 26 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 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 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. Nippon India Focused Equity Fund
Nippon India Focused Equity Fund
Growth Launch Date 26 Dec 06 NAV (20 Apr 26) ₹120.358 ↑ 0.08 (0.06 %) Net Assets (Cr) ₹7,512 on 31 Mar 26 Category Equity - Focused AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 1.85 Sharpe Ratio -0.5 Information Ratio -0.28 Alpha Ratio 0.12 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 Mar 21 ₹10,000 31 Mar 22 ₹12,185 31 Mar 23 ₹12,096 31 Mar 24 ₹16,023 31 Mar 25 ₹17,368 31 Mar 26 ₹16,855 Returns for Nippon India Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Apr 26 Duration Returns 1 Month 7.2% 3 Month 0.4% 6 Month -2.7% 1 Year 5.8% 3 Year 15.4% 5 Year 14.3% 10 Year 15 Year Since launch 13.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 9.3% 2023 10.1% 2022 27.1% 2021 7.7% 2020 36.6% 2019 16.1% 2018 7% 2017 -12.7% 2016 42.7% 2015 2.9% Fund Manager information for Nippon India Focused Equity Fund
Name Since Tenure Vinay Sharma 7 May 18 7.91 Yr. Kinjal Desai 25 May 18 7.86 Yr. Rishit Parikh 19 Aug 24 1.62 Yr. Amber Singhania 11 Mar 26 0.06 Yr. Data below for Nippon India Focused Equity Fund as on 31 Mar 26
Equity Sector Allocation
Sector Value Financial Services 32.39% Consumer Cyclical 18.86% Health Care 11.35% Industrials 11.3% Utility 8.04% Technology 5.7% Energy 5.47% Consumer Defensive 3.33% Communication Services 1.13% Asset Allocation
Asset Class Value Cash 2.43% Equity 97.57% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | ICICIBANK9% ₹712 Cr 5,905,344 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | 5322157% ₹530 Cr 4,565,634 Infosys Ltd (Technology)
Equity, Since 30 Apr 20 | INFY6% ₹428 Cr 3,423,871 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 19 | RELIANCE5% ₹411 Cr 3,060,167
↓ -200,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK5% ₹342 Cr 4,679,282 NTPC Ltd (Utilities)
Equity, Since 30 Jun 25 | 5325554% ₹328 Cr 8,837,398
↓ -3,300,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 28 Feb 25 | 5433204% ₹327 Cr 14,268,226
↑ 1,000,000 Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Mar 26 | HAL4% ₹291 Cr 835,909
↑ 835,909 SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Mar 21 | SBICARD4% ₹285 Cr 4,486,147 Siemens Energy India Ltd (Utilities)
Equity, Since 31 Dec 25 | ENRIN4% ₹276 Cr 1,077,344
↓ -17,789 8. IIFL Focused Equity Fund
IIFL Focused Equity Fund
Growth Launch Date 30 Oct 14 NAV (20 Apr 26) ₹45.8675 ↓ -0.04 (-0.10 %) Net Assets (Cr) ₹6,837 on 28 Feb 26 Category Equity - Focused AMC IIFL Asset Management Limited Rating Risk Moderately High Expense Ratio 1.79 Sharpe Ratio 0.68 Information Ratio -0.4 Alpha Ratio -2.78 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 31 Mar 21 ₹10,000 31 Mar 22 ₹12,250 31 Mar 23 ₹12,545 31 Mar 24 ₹17,185 31 Mar 25 ₹18,437 31 Mar 26 ₹17,318 Returns for IIFL Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Apr 26 Duration Returns 1 Month 7.5% 3 Month 1% 6 Month -3.8% 1 Year 2.8% 3 Year 14.4% 5 Year 14.6% 10 Year 15 Year Since launch 14.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 4.7% 2023 14.7% 2022 29.8% 2021 -0.9% 2020 36.4% 2019 23.8% 2018 27.3% 2017 -6.8% 2016 30% 2015 9.9% Fund Manager information for IIFL Focused Equity Fund
Name Since Tenure Mayur Patel 11 Nov 19 6.39 Yr. Ashish Ongari 21 Feb 25 1.11 Yr. Data below for IIFL Focused Equity Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Financial Services 33.5% Consumer Cyclical 20.36% Industrials 13.78% Communication Services 11.85% Technology 7.6% Basic Materials 3.47% Health Care 2.28% Energy 1.93% Consumer Defensive 1.01% Asset Allocation
Asset Class Value Cash 4.22% Equity 95.78% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK9% ₹581 Cr 4,216,389 Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 30 Sep 23 | INDUSTOWER6% ₹405 Cr 8,903,636 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jul 19 | BHARTIARTL6% ₹398 Cr 2,119,432 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Apr 23 | CHOLAFIN5% ₹374 Cr 2,158,656 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 21 | LT5% ₹344 Cr 804,925 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Aug 24 | BAJFINANCE5% ₹337 Cr 3,379,413 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 25 | AXISBANK5% ₹324 Cr 2,338,361 Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 Oct 25 | TMCV4% ₹303 Cr 6,001,106 HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 17 | HDFCBANK4% ₹265 Cr 2,989,679
↓ -2,989,680 GE Vernova T&D India Ltd (Industrials)
Equity, Since 31 Aug 25 | GVT&D4% ₹264 Cr 684,476
↓ -60,623
ಆನ್ಲೈನ್ನಲ್ಲಿ ಕೇಂದ್ರೀಕೃತ ಮ್ಯೂಚುವಲ್ ಫಂಡ್ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವುದು ಹೇಗೆ?
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FAQ ಗಳು
1. ಕೇಂದ್ರೀಕೃತ ನಿಧಿಗಳಲ್ಲಿ ಯಾರು ಹೂಡಿಕೆ ಮಾಡುತ್ತಾರೆ ಮತ್ತು ಏಕೆ?
ಉ: ಕೇಂದ್ರೀಕೃತ ನಿಧಿಗಳು ಅನುಭವಿ ಹೂಡಿಕೆದಾರರಿಗೆ ಸೂಕ್ತವಾಗಿವೆಹ್ಯಾಂಡಲ್ ಮಾರುಕಟ್ಟೆ ಚಂಚಲತೆ. ಇದಕ್ಕೆ ಪ್ರಾಥಮಿಕ ಕಾರಣವೆಂದರೆ ಕೇಂದ್ರೀಕೃತ ನಿಧಿಗಳು ಹೆಚ್ಚಿನ ಅಪಾಯದ ಹೂಡಿಕೆಗಳು ಮತ್ತು ಸಾಮಾನ್ಯವಾಗಿ ನಿರೀಕ್ಷಿತ ಆದಾಯವನ್ನು ನೀಡುವುದಿಲ್ಲ. ಆದ್ದರಿಂದ, ನಿಧಿಗಳು ಮತ್ತು ಹೂಡಿಕೆಯ ಅವಧಿಯನ್ನು ಮೌಲ್ಯಮಾಪನ ಮಾಡುವುದು ಮುಖ್ಯವಾಗಿದೆ. ಅನುಭವಿ ಹೂಡಿಕೆದಾರರಿಂದ ಮಾತ್ರ ಈ ಊಹಾಪೋಹಗಳನ್ನು ಯಶಸ್ವಿಯಾಗಿ ಮಾಡಬಹುದು.
2. ಕೇಂದ್ರೀಕೃತ ನಿಧಿಗಳ ಅತ್ಯಂತ ಗಮನಾರ್ಹ ಪ್ರಯೋಜನವೇನು?
ಉ: ನೀವು ಕೇಂದ್ರೀಕೃತ ನಿಧಿಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಿದರೆ, ನಿಮ್ಮ ಹೂಡಿಕೆ ಬಂಡವಾಳವನ್ನು ನೀವು ಯಶಸ್ವಿಯಾಗಿ ವೈವಿಧ್ಯಗೊಳಿಸಬಹುದು. ಫೋಕಸ್ಡ್ ಫಂಡ್ಗಳ ಮೂಲಕ ನಿಮಗೆ ಆದಾಯವನ್ನು ಖಾತರಿಪಡಿಸಲಾಗದಿದ್ದರೂ, ಇವುಗಳು ಹೆಚ್ಚಿನ ಆದಾಯವನ್ನು ನೀಡುತ್ತವೆ. ಆದ್ದರಿಂದ, ನೀವು ಹೆಚ್ಚಿನ ಆದಾಯವನ್ನು ನೀಡುವ ಸ್ವತ್ತುಗಳೊಂದಿಗೆ ಹೂಡಿಕೆ ಬಂಡವಾಳವನ್ನು ನಿರ್ಮಿಸಲು ಬಯಸಿದರೆ, ನೀವು ಕೇಂದ್ರೀಕೃತ ನಿಧಿಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಬೇಕು.
3. ಕೇಂದ್ರೀಕೃತ ನಿಧಿಗಳ ತೆರಿಗೆ ಪರಿಣಾಮಗಳು ಯಾವುವು?
ಉ: ಕೇಂದ್ರೀಕೃತ ನಿಧಿಗಳ ತೆರಿಗೆ ಪರಿಣಾಮಗಳು ಕೇಂದ್ರೀಕೃತ ನಿಧಿಗಳ ಪ್ರಕಾರವನ್ನು ಅವಲಂಬಿಸಿರುತ್ತದೆ. ತೆರಿಗೆ ಪರಿಣಾಮಗಳು ಈ ಕೆಳಗಿನಂತಿವೆ:
- ಈಕ್ವಿಟಿ ಆಧಾರಿತ ಫೋಕಸ್ಡ್ ಫಂಡ್ಗಳ ಸಂದರ್ಭದಲ್ಲಿ, ದೀರ್ಘಾವಧಿಗೆ ನಿಮಗೆ 10% ತೆರಿಗೆ ವಿಧಿಸಲಾಗುತ್ತದೆಬಂಡವಾಳ ಮೊತ್ತವು ರೂ.1 ಲಕ್ಷವನ್ನು ಮೀರಿದರೆ ಲಾಭವಾಗುತ್ತದೆ. ಆದಾಗ್ಯೂ, ನೀವು ಈ ನಿಧಿಗಳಲ್ಲಿ ಉಳಿಸಲು ಬಯಸಿದರೆ'ತೆರಿಗೆಗಳು, ಲಾಕ್-ಇನ್ ಅವಧಿಯನ್ನು ಮೂವತ್ತಾರು ತಿಂಗಳಿಗೆ ಹೆಚ್ಚಿಸಿ.
- ಸಾಲ ಆಧಾರಿತ ಕೇಂದ್ರೀಕೃತ ನಿಧಿಗಳಲ್ಲಿ, ದೀರ್ಘಾವಧಿಬಂಡವಾಳದಲ್ಲಿ ಲಾಭ ಇಂಡೆಕ್ಸೇಶನ್ ನಂತರ 20% ತೆರಿಗೆ ವಿಧಿಸಲಾಗುತ್ತದೆ. ಇಂಡೆಕ್ಸೇಶನ್ ಅನ್ನು ಅಪವರ್ತನದಲ್ಲಿ ಮಾಡಲಾಗುತ್ತದೆಹಣದುಬ್ಬರ ದರ.
4. ಕೇಂದ್ರೀಕೃತ ನಿಧಿಗಳಲ್ಲಿ ಯಾರು ಹೂಡಿಕೆ ಮಾಡಬೇಕು?
ಉ: 3 ರಿಂದ 5 ವರ್ಷಗಳವರೆಗೆ ಹೂಡಿಕೆಯನ್ನು ಹಿಡಿದಿಡಲು ಸಿದ್ಧರಾಗಿರುವ ಯಾರಾದರೂ. ಆದ್ದರಿಂದ, ದೀರ್ಘಾವಧಿಯ ಹೂಡಿಕೆಯನ್ನು ಹುಡುಕುತ್ತಿರುವ ಹೂಡಿಕೆದಾರರು ಕೇಂದ್ರೀಕೃತ ನಿಧಿಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವುದನ್ನು ಪರಿಗಣಿಸಬೇಕು.
5. ನಾನು ಕೇಂದ್ರೀಕೃತ ನಿಧಿಗಳನ್ನು ಹೇಗೆ ಹೋಲಿಸುತ್ತೇನೆ?
ಉ: ನೀವು ಎರಡು ಕೇಂದ್ರೀಕೃತ ನಿಧಿಗಳನ್ನು ಹೋಲಿಸಿದಾಗ, ನೀವು ಪರಿಗಣಿಸಬೇಕುಅವು ಅಲ್ಲ ನಿಧಿಗಳು ಮತ್ತು ನಿಧಿಗಳ 3 ವರ್ಷ ಮತ್ತು 5 ವರ್ಷಗಳ ಬೆಳವಣಿಗೆ ದರಗಳು. ಸಾಮಾನ್ಯವಾಗಿ, ಹೆಚ್ಚಿನ ಬೆಳವಣಿಗೆಯ ದರವನ್ನು ತೋರಿಸಿದ ನಿಧಿಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವುದು ಉತ್ತಮ ಹೂಡಿಕೆ ಎಂದು ಪರಿಗಣಿಸಲಾಗುತ್ತದೆ.
6. ಕೆಲವು ಉತ್ತಮ-ಕೇಂದ್ರಿತ ನಿಧಿಗಳು ಯಾವುವು?
ಉ: ಪ್ರಸ್ತುತ ನೀವು ಹೂಡಿಕೆ ಮಾಡಲು ಯೋಚಿಸಬಹುದಾದ ಕೆಲವು ಉತ್ತಮ-ಕೇಂದ್ರಿತ ನಿಧಿಗಳುIIFL ಫೋಕಸ್ಡ್ ಇಕ್ವಿಟಿ ಫಂಡ್ (5 ವರ್ಷದ ಬೆಳವಣಿಗೆ ದರ 18.8%), ಪ್ರಿನ್ಸಿಪಲ್ ಫೋಕಸ್ಡ್ ಮಲ್ಟಿಕ್ಯಾಪ್ ಫಂಡ್ (5 ವರ್ಷದ ಬೆಳವಣಿಗೆ ದರ 15.7%), ಆಕ್ಸಿಸ್ ಫೋಕಸ್ಡ್ 25 ಫಂಡ್ (5 ವರ್ಷದ ಬೆಳವಣಿಗೆ ದರ 17.9%) ಮತ್ತು ನಿಪ್ಪಾನ್ ಇಂಡಿಯಾ ಫೋಕಸ್ಡ್ ಇಕ್ವಿಟಿ ಫಂಡ್ (5 ವರ್ಷದ ಬೆಳವಣಿಗೆ ದರ 16.5% )
7. ಕೇಂದ್ರೀಕೃತ ನಿಧಿಯು ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳಿಂದ ಹೇಗೆ ಭಿನ್ನವಾಗಿದೆ?
ಉ: ಫೋಕಸ್ಡ್ ಫಂಡ್ಗಳು ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳ ಮಿತಿಗಳನ್ನು ಹೊಂದಿಲ್ಲ, ಅಲ್ಲಿ ನಿರ್ದಿಷ್ಟ ವಲಯಗಳಲ್ಲಿ ನಿರ್ದಿಷ್ಟ ಶೇಕಡಾವಾರು ಹೂಡಿಕೆಗಳನ್ನು ಮಾಡಬೇಕಾಗುತ್ತದೆ. ಇಲ್ಲಿ ಹೂಡಿಕೆಯು ನಿರ್ದಿಷ್ಟ ಕಂಪನಿಗಳ ಷೇರುಗಳ ಮೇಲೆ ಕೇಂದ್ರೀಕೃತವಾಗಿರುತ್ತದೆ, ಹೀಗಾಗಿ, ಉತ್ತಮ ಕಾರ್ಯಕ್ಷಮತೆಯ ಸಾಧ್ಯತೆಗಳನ್ನು ಹೆಚ್ಚಿಸುತ್ತದೆ. ಉತ್ತಮವಾಗಿ ಕಾರ್ಯನಿರ್ವಹಿಸದ ಷೇರುಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವ ಮೂಲಕ ಮತ್ತು ಇವುಗಳು ಕಾರ್ಯಕ್ಷಮತೆಯನ್ನು ಸುಧಾರಿಸುವವರೆಗೆ ಹಿಡಿದಿಟ್ಟುಕೊಳ್ಳುವ ಮೂಲಕ ಆದಾಯವನ್ನು ಸೀಮಿತಗೊಳಿಸಬಹುದು. ಹೂಡಿಕೆಯ ಆಯ್ಕೆಯು ನಿಧಿಯನ್ನು ಅವಲಂಬಿಸಿರುತ್ತದೆ.
ಇಲ್ಲಿ ಒದಗಿಸಲಾದ ಮಾಹಿತಿಯು ನಿಖರವಾಗಿದೆ ಎಂದು ಖಚಿತಪಡಿಸಿಕೊಳ್ಳಲು ಎಲ್ಲಾ ಪ್ರಯತ್ನಗಳನ್ನು ಮಾಡಲಾಗಿದೆ. ಆದಾಗ್ಯೂ, ಡೇಟಾದ ನಿಖರತೆಯ ಬಗ್ಗೆ ಯಾವುದೇ ಖಾತರಿಗಳನ್ನು ನೀಡಲಾಗುವುದಿಲ್ಲ. ಯಾವುದೇ ಹೂಡಿಕೆ ಮಾಡುವ ಮೊದಲು ದಯವಿಟ್ಟು ಸ್ಕೀಮ್ ಮಾಹಿತಿ ದಾಖಲೆಯೊಂದಿಗೆ ಪರಿಶೀಲಿಸಿ.
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Research Highlights for ICICI Prudential Focused Equity Fund