ಟಾಪ್ ಹೈ ರಿಸ್ಕ್ ಹೈ ರಿಟರ್ನ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳು 2022

Updated on April 17, 2026 , 29255 views

ಪ್ರಪಂಚದಲ್ಲಿಹೂಡಿಕೆ, ಹೆಚ್ಚಿನ ಅಪಾಯದ ಹೆಚ್ಚಿನ ಲಾಭದ ಹೂಡಿಕೆಗಳನ್ನು ನಂಬುವ ಹೂಡಿಕೆದಾರರು ಇದ್ದಾರೆ. ಹೆಚ್ಚಿನ ಆದಾಯವನ್ನು ಗಳಿಸಲು ಹೆಚ್ಚಿನ ಅಪಾಯವನ್ನು ತೆಗೆದುಕೊಳ್ಳಲು ಸಿದ್ಧರಿರುವ ಹೂಡಿಕೆದಾರರಿಗೆ ಇವುಗಳು ಹೂಡಿಕೆಗಳಾಗಿವೆ. ಈಕ್ವಿಟಿ ಕೆಲವುಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು ಅಂತಹ ಯೋಜನೆಗಳಿಗೆ ಹೆಚ್ಚು ಸೂಕ್ತವಾಗಿದೆ. ಈ ನಿಧಿಗಳು ಹೆಚ್ಚು ಪರಿಣಾಮ ಬೀರುತ್ತವೆಯಾದರೂಮಾರುಕಟ್ಟೆ ಚಂಚಲತೆ, ಆದರೆ ನೀವು ಹೆಚ್ಚು ಕಾಲ ಹೂಡಿಕೆಯಲ್ಲಿರುತ್ತೀರಿ, ಉತ್ತಮ ಲಾಭವನ್ನು ಗಳಿಸುವ ಸಾಧ್ಯತೆಗಳು ಹೆಚ್ಚು.

ಸಂಪತ್ತನ್ನು ಗರಿಷ್ಠಗೊಳಿಸಲು ನಮ್ಮ ಈ ಹೆಚ್ಚಿನ ಅಪಾಯದ ನಿಧಿಗಳನ್ನು ಕಂಡುಹಿಡಿಯುವ ಮಾರ್ಗಗಳನ್ನು ನೋಡೋಣ.

ಹೆಚ್ಚಿನ ಅಪಾಯದ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು ಸ್ಮಾರ್ಟ್ ಮಾರ್ಗಗಳು

ಒಂದು ವ್ಯವಸ್ಥಿತಹೂಡಿಕೆ ಯೋಜನೆ (SIP) ಮ್ಯೂಚುವಲ್ ಫಂಡ್‌ಗಳಲ್ಲಿ ವಿಶೇಷವಾಗಿ ಹೂಡಿಕೆಯ ಪರಿಣಾಮಕಾರಿ ವಿಧಾನವಾಗಿದೆಇಕ್ವಿಟಿ ಫಂಡ್‌ಗಳು. ಒಂದು SIP ಅನುಮತಿಸುತ್ತದೆಹೂಡಿಕೆದಾರ ಯೋಜನೆಯಲ್ಲಿ ನಿಗದಿತ ಮೊತ್ತವನ್ನು ನಿಯಮಿತವಾಗಿ ಹೂಡಿಕೆ ಮಾಡಲು. SIP ಗಳ ಒಂದು ಪ್ರಮುಖ ಪ್ರಯೋಜನವೆಂದರೆ ಅದು ರೂಪಾಯಿ ವೆಚ್ಚದ ಸರಾಸರಿಗೆ ಸಹಾಯ ಮಾಡುತ್ತದೆ. ಮಾರುಕಟ್ಟೆಯ ಸ್ಥಿತಿಗತಿಗಳನ್ನು ಲೆಕ್ಕಿಸದೆಯೇ ನೀವು ನಿರ್ದಿಷ್ಟ ಅವಧಿಯಲ್ಲಿ ನಿಯಮಿತವಾಗಿ ಹೂಡಿಕೆ ಮಾಡಿದಾಗ, ಮಾರುಕಟ್ಟೆಯು ಕಡಿಮೆಯಾಗಿರುವಾಗ 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. ನಿಯಮಿತವಾದ ಸಣ್ಣ ಹೂಡಿಕೆಗಳೊಂದಿಗೆ ನಿಮ್ಮ ದೀರ್ಘಾವಧಿಯ ಗುರಿಗಳನ್ನು ಸಾಧಿಸಲು ಸಹಾಯ ಮಾಡುವ ದೊಡ್ಡ ಕಾರ್ಪಸ್ ಅನ್ನು ನಿರ್ಮಿಸಲು ಇದು ಸಹಾಯ ಮಾಡುತ್ತದೆ.

SIP ಯ ಇತರ ಕೆಲವು ಪ್ರಯೋಜನಗಳೆಂದರೆ:

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ಮ್ಯೂಚುವಲ್ ಫಂಡ್‌ಗಳಲ್ಲಿ ಹೆಚ್ಚಿನ ಅಪಾಯದ ಹೆಚ್ಚಿನ ಲಾಭದ ಹೂಡಿಕೆಗಳು FY 22 - 23

1. ಸೆಕ್ಟರ್ ಇಕ್ವಿಟಿ ಫಂಡ್‌ಗಳು

ವಲಯ ನಿಧಿಗಳು ಬ್ಯಾಂಕಿಂಗ್, ಫಾರ್ಮಾ, ಇನ್ಫ್ರಾ, ಇತ್ಯಾದಿಗಳಂತಹ ನಿರ್ದಿಷ್ಟ ವಲಯದಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವ ಒಂದು ರೀತಿಯ ಇಕ್ವಿಟಿ ಫಂಡ್‌ಗಳು. ವಲಯ-ನಿರ್ದಿಷ್ಟವಾಗಿರುವುದರಿಂದ, ಈ ನಿಧಿಗಳನ್ನು ಎಲ್ಲಾ ಈಕ್ವಿಟಿ ಫಂಡ್‌ಗಳಿಗಿಂತ ಹೆಚ್ಚು ಅಪಾಯಕಾರಿ ಎಂದು ಪರಿಗಣಿಸಲಾಗುತ್ತದೆ. ಸೆಕ್ಟರ್ ಫಂಡ್‌ಗಳು ನಿಮ್ಮ ಹಣವನ್ನು ದ್ವಿಗುಣಗೊಳಿಸಬಹುದು ಅಥವಾ ತೊಂದರೆಗೊಳಿಸಬಹುದು, ಹೀಗಾಗಿ ಹೂಡಿಕೆದಾರರು ಹೆಚ್ಚಿನ-ಅಪಾಯದ ಹಸಿವು ಸೆಕ್ಟರ್ ಫಂಡ್‌ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು ಮಾತ್ರ ಆದ್ಯತೆ ನೀಡಬೇಕು. ಹೂಡಿಕೆ ಮಾಡಲು ಯೋಜಿಸುವ ಹೂಡಿಕೆದಾರರು ಅವರು ಹೂಡಿಕೆ ಮಾಡಲು ಬಯಸುವ ವಲಯ/ಉದ್ಯಮದ ಆಳವಾದ ಜ್ಞಾನವನ್ನು ಹೊಂದಿರಬೇಕು.

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
DSP Natural Resources and New Energy Fund Growth	₹109.75 ↑ 0.50	₹2,044	7.5	17.3	32.4	23.8	19.4	17.5
Franklin Build India Fund Growth	₹148.173 ↑ 0.58	₹2,858	4.9	2.8	12.3	27	24.8	3.7
Aditya Birla Sun Life Banking And Financial Services Fund Growth	₹62.29 ↑ 0.09	₹3,155	-3.7	-0.8	6.3	15.9	14.2	17.5
Bandhan Infrastructure Fund Growth	₹48.104 ↓ -0.15	₹1,278	3.8	-3.1	2.6	23.8	21.3	-6.9
ICICI Prudential Banking and Financial Services Fund Growth	₹130.85 ↓ -0.33	₹9,367	-5	-4.7	2.4	13.8	13.5	15.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Apr 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	DSP Natural Resources and New Energy Fund	Franklin Build India Fund	Aditya Birla Sun Life Banking And Financial Services Fund	Bandhan Infrastructure Fund	ICICI Prudential Banking and Financial Services Fund
Point 1	Bottom quartile AUM (₹2,044 Cr).	Lower mid AUM (₹2,858 Cr).	Upper mid AUM (₹3,155 Cr).	Bottom quartile AUM (₹1,278 Cr).	Highest AUM (₹9,367 Cr).
Point 2	Oldest track record among peers (18 yrs).	Established history (16+ yrs).	Established history (12+ yrs).	Established history (15+ yrs).	Established history (17+ yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 5★ (lower mid).	Rating: 5★ (bottom quartile).	Rating: 5★ (bottom quartile).
Point 4	Risk profile: High.	Risk profile: High.	Risk profile: High.	Risk profile: High.	Risk profile: High.
Point 5	5Y return: 19.43% (lower mid).	5Y return: 24.81% (top quartile).	5Y return: 14.24% (bottom quartile).	5Y return: 21.31% (upper mid).	5Y return: 13.51% (bottom quartile).
Point 6	3Y return: 23.78% (lower mid).	3Y return: 27.04% (top quartile).	3Y return: 15.90% (bottom quartile).	3Y return: 23.84% (upper mid).	3Y return: 13.81% (bottom quartile).
Point 7	1Y return: 32.41% (top quartile).	1Y return: 12.35% (upper mid).	1Y return: 6.31% (lower mid).	1Y return: 2.64% (bottom quartile).	1Y return: 2.43% (bottom quartile).
Point 8	Alpha: 0.00 (upper mid).	Alpha: 0.00 (lower mid).	Alpha: 3.17 (top quartile).	Alpha: 0.00 (bottom quartile).	Alpha: -0.18 (bottom quartile).
Point 9	Sharpe: 1.19 (top quartile).	Sharpe: -0.11 (upper mid).	Sharpe: -0.31 (lower mid).	Sharpe: -0.79 (bottom quartile).	Sharpe: -0.49 (bottom quartile).
Point 10	Information ratio: 0.00 (lower mid).	Information ratio: 0.00 (bottom quartile).	Information ratio: 0.37 (top quartile).	Information ratio: 0.00 (bottom quartile).	Information ratio: 0.08 (upper mid).

DSP Natural Resources and New Energy Fund

Bottom quartile AUM (₹2,044 Cr).
Oldest track record among peers (18 yrs).
Top rated.
Risk profile: High.
5Y return: 19.43% (lower mid).
3Y return: 23.78% (lower mid).
1Y return: 32.41% (top quartile).
Alpha: 0.00 (upper mid).
Sharpe: 1.19 (top quartile).
Information ratio: 0.00 (lower mid).

Franklin Build India Fund

Lower mid AUM (₹2,858 Cr).
Established history (16+ yrs).
Rating: 5★ (upper mid).
Risk profile: High.
5Y return: 24.81% (top quartile).
3Y return: 27.04% (top quartile).
1Y return: 12.35% (upper mid).
Alpha: 0.00 (lower mid).
Sharpe: -0.11 (upper mid).
Information ratio: 0.00 (bottom quartile).

Aditya Birla Sun Life Banking And Financial Services Fund

Upper mid AUM (₹3,155 Cr).
Established history (12+ yrs).
Rating: 5★ (lower mid).
Risk profile: High.
5Y return: 14.24% (bottom quartile).
3Y return: 15.90% (bottom quartile).
1Y return: 6.31% (lower mid).
Alpha: 3.17 (top quartile).
Sharpe: -0.31 (lower mid).
Information ratio: 0.37 (top quartile).

Bandhan Infrastructure Fund

Bottom quartile AUM (₹1,278 Cr).
Established history (15+ yrs).
Rating: 5★ (bottom quartile).
Risk profile: High.
5Y return: 21.31% (upper mid).
3Y return: 23.84% (upper mid).
1Y return: 2.64% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.79 (bottom quartile).
Information ratio: 0.00 (bottom quartile).

ICICI Prudential Banking and Financial Services Fund

Highest AUM (₹9,367 Cr).
Established history (17+ yrs).
Rating: 5★ (bottom quartile).
Risk profile: High.
5Y return: 13.51% (bottom quartile).
3Y return: 13.81% (bottom quartile).
1Y return: 2.43% (bottom quartile).
Alpha: -0.18 (bottom quartile).
Sharpe: -0.49 (bottom quartile).
Information ratio: 0.08 (upper mid).

2. ಮಿಡ್ & ಸ್ಮಾಲ್ ಕ್ಯಾಪ್ ಫಂಡ್‌ಗಳು

ಮಧ್ಯ ಮತ್ತುಸಣ್ಣ ಕ್ಯಾಪ್ ನಿಧಿಗಳು ಕಳೆದ ಕೆಲವು ವರ್ಷಗಳಲ್ಲಿ ಭಾರೀ ಗಮನ ಸೆಳೆದಿವೆ.ಮಿಡ್ ಕ್ಯಾಪ್ ಫಂಡ್ಗಳು ಮಧ್ಯಮ ಗಾತ್ರದ ಮತ್ತು ಸಣ್ಣ ಕ್ಯಾಪ್ ಹೊಂದಿರುವ ಕಂಪನಿಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಿ ಸ್ಟಾರ್ಟ್-ಅಪ್ ಕಂಪನಿಗಳು ಅಥವಾ ಗಾತ್ರದಲ್ಲಿ ಸಣ್ಣ ಸಂಸ್ಥೆಗಳ ಷೇರುಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಿ. ವಿಶಿಷ್ಟವಾಗಿ, ಮಿಡ್-ಕ್ಯಾಪ್‌ಗಳು INR 500 Cr ನಿಂದ INR 1000 Cr ವರೆಗಿನ ಮಾರುಕಟ್ಟೆ ಕ್ಯಾಪ್ ಹೊಂದಿರುವ ಕಂಪನಿಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುತ್ತವೆ, ಆದರೆ ಸಣ್ಣ ಕ್ಯಾಪ್‌ಗಳನ್ನು ಸಾಮಾನ್ಯವಾಗಿ ಸುಮಾರು INR 500 ಕೋಟಿ ಮಾರುಕಟ್ಟೆ ಕ್ಯಾಪ್ ಹೊಂದಿರುವ ಸಂಸ್ಥೆಗಳು ಎಂದು ವ್ಯಾಖ್ಯಾನಿಸಲಾಗುತ್ತದೆ. ಈ ಹಣವನ್ನು ಅಪಾಯಕಾರಿ ಎಂದು ಪರಿಗಣಿಸಲಾಗುತ್ತದೆ, ಹೀಗಾಗಿ ಹೆಚ್ಚಿನ ಅಪಾಯದ ಹಸಿವನ್ನು ಹೊಂದಿರುವ ಹೂಡಿಕೆದಾರರು ಈ ನಿಧಿಗಳಲ್ಲಿ ಮಾತ್ರ ಹೂಡಿಕೆ ಮಾಡಬೇಕು. ಆದರೆ, ಈ ನಿಧಿಗಳು ಹೆಚ್ಚು ಉದಯೋನ್ಮುಖ ವ್ಯವಹಾರಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವುದರಿಂದ, ಅವು ಉತ್ತಮ ಆದಾಯವನ್ನು ನೀಡುವ ಸಾಮರ್ಥ್ಯವನ್ನು ಹೊಂದಿವೆ. ಹೂಡಿಕೆದಾರರು ಈ ಫಂಡ್‌ಗಳಲ್ಲಿ ದೀರ್ಘಕಾಲ ಹೂಡಿಕೆ ಮಾಡುವುದು ಸೂಕ್ತ.

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Aditya Birla Sun Life Small Cap Fund Growth	₹86.2474 ↑ 0.23	₹4,449	3.3	0.2	11.3	19.1	15	-3.7
SBI Small Cap Fund Growth	₹165.926 ↑ 0.45	₹32,286	1.7	-3.7	3	14.3	15.7	-4.9
DSP Small Cap Fund Growth	₹199.932 ↓ -1.17	₹15,300	5.2	4.4	16.7	21.4	20.2	-2.8
Kotak Emerging Equity Scheme Growth	₹138.013 ↑ 0.25	₹55,676	2.7	-0.9	16.4	22.1	19.1	1.8
Sundaram Mid Cap Fund Growth	₹1,421.49 ↑ 2.39	₹11,898	1	0.3	13.6	24.8	20.1	4.1
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 5 Funds showcased

Commentary	Aditya Birla Sun Life Small Cap Fund	SBI Small Cap Fund	DSP Small Cap Fund	Kotak Emerging Equity Scheme	Sundaram Mid Cap Fund
Point 1	Bottom quartile AUM (₹4,449 Cr).	Upper mid AUM (₹32,286 Cr).	Lower mid AUM (₹15,300 Cr).	Highest AUM (₹55,676 Cr).	Bottom quartile AUM (₹11,898 Cr).
Point 2	Established history (18+ yrs).	Established history (16+ yrs).	Established history (18+ yrs).	Established history (19+ yrs).	Oldest track record among peers (23 yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 4★ (lower mid).	Rating: 4★ (bottom quartile).	Rating: 4★ (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: 14.96% (bottom quartile).	5Y return: 15.74% (bottom quartile).	5Y return: 20.23% (top quartile).	5Y return: 19.11% (lower mid).	5Y return: 20.14% (upper mid).
Point 6	3Y return: 19.06% (bottom quartile).	3Y return: 14.27% (bottom quartile).	3Y return: 21.43% (lower mid).	3Y return: 22.09% (upper mid).	3Y return: 24.83% (top quartile).
Point 7	1Y return: 11.29% (bottom quartile).	1Y return: 2.98% (bottom quartile).	1Y return: 16.73% (top quartile).	1Y return: 16.43% (upper mid).	1Y return: 13.58% (lower mid).
Point 8	Alpha: 0.00 (lower mid).	Alpha: 0.00 (bottom quartile).	Alpha: 0.00 (bottom quartile).	Alpha: 0.72 (top quartile).	Alpha: 0.04 (upper mid).
Point 9	Sharpe: -0.21 (bottom quartile).	Sharpe: -0.79 (bottom quartile).	Sharpe: -0.05 (top quartile).	Sharpe: -0.07 (upper mid).	Sharpe: -0.12 (lower mid).
Point 10	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (lower mid).	Information ratio: 0.00 (bottom quartile).	Information ratio: -0.40 (bottom quartile).	Information ratio: 0.22 (top quartile).

Aditya Birla Sun Life Small Cap Fund

Bottom quartile AUM (₹4,449 Cr).
Established history (18+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 14.96% (bottom quartile).
3Y return: 19.06% (bottom quartile).
1Y return: 11.29% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: -0.21 (bottom quartile).
Information ratio: 0.00 (upper mid).

SBI Small Cap Fund

Upper mid AUM (₹32,286 Cr).
Established history (16+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 15.74% (bottom quartile).
3Y return: 14.27% (bottom quartile).
1Y return: 2.98% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.79 (bottom quartile).
Information ratio: 0.00 (lower mid).

DSP Small Cap Fund

Lower mid AUM (₹15,300 Cr).
Established history (18+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 20.23% (top quartile).
3Y return: 21.43% (lower mid).
1Y return: 16.73% (top quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.05 (top quartile).
Information ratio: 0.00 (bottom quartile).

Kotak Emerging Equity Scheme

Highest AUM (₹55,676 Cr).
Established history (19+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 19.11% (lower mid).
3Y return: 22.09% (upper mid).
1Y return: 16.43% (upper mid).
Alpha: 0.72 (top quartile).
Sharpe: -0.07 (upper mid).
Information ratio: -0.40 (bottom quartile).

Sundaram Mid Cap Fund

Bottom quartile AUM (₹11,898 Cr).
Oldest track record among peers (23 yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 20.14% (upper mid).
3Y return: 24.83% (top quartile).
1Y return: 13.58% (lower mid).
Alpha: 0.04 (upper mid).
Sharpe: -0.12 (lower mid).
Information ratio: 0.22 (top quartile).

3. ದೊಡ್ಡ ಕ್ಯಾಪ್ ಫಂಡ್‌ಗಳು

ದೊಡ್ಡ ಕ್ಯಾಪ್ ನಿಧಿಗಳು ಈಕ್ವಿಟಿ ಫಂಡ್‌ಗಳಲ್ಲಿ ಹೆಚ್ಚು ಜನಪ್ರಿಯವಾಗಿವೆ. ಈ ನಿಧಿಗಳು ದೊಡ್ಡ ಗಾತ್ರದ ಕಂಪನಿಗಳ ಷೇರುಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುತ್ತವೆ. ಇವು ಮಾರುಕಟ್ಟೆಯಲ್ಲಿ ಉತ್ತಮವಾಗಿ ಸ್ಥಾಪಿತವಾಗಿರುವ ಸಂಸ್ಥೆಗಳಾಗಿವೆ ಮತ್ತು ಅವರ ಉದ್ಯಮದಲ್ಲಿ ನಾಯಕರಾಗಿದ್ದಾರೆ. ಐತಿಹಾಸಿಕವಾಗಿ, ದೊಡ್ಡ ಕ್ಯಾಪ್ ಫಂಡ್‌ಗಳು ಉತ್ತಮ ಆದಾಯವನ್ನು ನೀಡಿವೆ. ಮತ್ತು, ಈ ನಿಧಿಗಳು ದೊಡ್ಡ ಸಂಸ್ಥೆಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವುದರಿಂದ ಅಪಾಯವು ಮಧ್ಯಮ ಮತ್ತು ಸಣ್ಣ ಕ್ಯಾಪ್ ಫಂಡ್‌ಗಳಿಗಿಂತ ಕಡಿಮೆಯಿರುತ್ತದೆ.

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Indiabulls Blue Chip Fund Growth	₹42.81 ↓ -0.01	₹117	-2.1	-3	7.1	13.8	11.7	7.5
SBI Bluechip Fund Growth	₹92.866 ↓ -0.11	₹48,926	-2.9	-1.7	6.3	13.6	12.6	9.7
Nippon India Large Cap Fund Growth	₹89.9421 ↑ 0.14	₹46,521	-2.5	-3.9	6.2	17.8	17.6	9.2
ICICI Prudential Bluechip Fund Growth	₹109.02 ↑ 0.02	₹69,948	-3.9	-3.9	4.4	16.8	15.4	11.3
Aditya Birla Sun Life Frontline Equity Fund Growth	₹513.92 ↓ -0.61	₹26,702	-4.9	-4.7	3.2	14.5	12.9	9.4
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 5 Funds showcased

Commentary	Indiabulls Blue Chip Fund	SBI Bluechip Fund	Nippon India Large Cap Fund	ICICI Prudential Bluechip Fund	Aditya Birla Sun Life Frontline Equity Fund
Point 1	Bottom quartile AUM (₹117 Cr).	Upper mid AUM (₹48,926 Cr).	Lower mid AUM (₹46,521 Cr).	Highest AUM (₹69,948 Cr).	Bottom quartile AUM (₹26,702 Cr).
Point 2	Established history (14+ yrs).	Established history (20+ yrs).	Established history (18+ yrs).	Established history (17+ yrs).	Oldest track record among peers (23 yrs).
Point 3	Top rated.	Rating: 4★ (upper mid).	Rating: 4★ (lower mid).	Rating: 4★ (bottom quartile).	Rating: 4★ (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: 11.68% (bottom quartile).	5Y return: 12.56% (bottom quartile).	5Y return: 17.64% (top quartile).	5Y return: 15.41% (upper mid).	5Y return: 12.93% (lower mid).
Point 6	3Y return: 13.81% (bottom quartile).	3Y return: 13.61% (bottom quartile).	3Y return: 17.76% (top quartile).	3Y return: 16.76% (upper mid).	3Y return: 14.46% (lower mid).
Point 7	1Y return: 7.10% (top quartile).	1Y return: 6.28% (upper mid).	1Y return: 6.22% (lower mid).	1Y return: 4.45% (bottom quartile).	1Y return: 3.25% (bottom quartile).
Point 8	Alpha: 1.92 (top quartile).	Alpha: 0.04 (bottom quartile).	Alpha: 0.82 (upper mid).	Alpha: 0.19 (lower mid).	Alpha: -0.88 (bottom quartile).
Point 9	Sharpe: -0.43 (top quartile).	Sharpe: -0.55 (lower mid).	Sharpe: -0.49 (upper mid).	Sharpe: -0.55 (bottom quartile).	Sharpe: -0.63 (bottom quartile).
Point 10	Information ratio: -0.21 (bottom quartile).	Information ratio: -0.25 (bottom quartile).	Information ratio: 1.17 (top quartile).	Information ratio: 1.02 (upper mid).	Information ratio: 0.05 (lower mid).

Indiabulls Blue Chip Fund

Bottom quartile AUM (₹117 Cr).
Established history (14+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 11.68% (bottom quartile).
3Y return: 13.81% (bottom quartile).
1Y return: 7.10% (top quartile).
Alpha: 1.92 (top quartile).
Sharpe: -0.43 (top quartile).
Information ratio: -0.21 (bottom quartile).

SBI Bluechip Fund

Upper mid AUM (₹48,926 Cr).
Established history (20+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 12.56% (bottom quartile).
3Y return: 13.61% (bottom quartile).
1Y return: 6.28% (upper mid).
Alpha: 0.04 (bottom quartile).
Sharpe: -0.55 (lower mid).
Information ratio: -0.25 (bottom quartile).

Nippon India Large Cap Fund

Lower mid AUM (₹46,521 Cr).
Established history (18+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 17.64% (top quartile).
3Y return: 17.76% (top quartile).
1Y return: 6.22% (lower mid).
Alpha: 0.82 (upper mid).
Sharpe: -0.49 (upper mid).
Information ratio: 1.17 (top quartile).

ICICI Prudential Bluechip Fund

Highest AUM (₹69,948 Cr).
Established history (17+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 15.41% (upper mid).
3Y return: 16.76% (upper mid).
1Y return: 4.45% (bottom quartile).
Alpha: 0.19 (lower mid).
Sharpe: -0.55 (bottom quartile).
Information ratio: 1.02 (upper mid).

Aditya Birla Sun Life Frontline Equity Fund

Bottom quartile AUM (₹26,702 Cr).
Oldest track record among peers (23 yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 12.93% (lower mid).
3Y return: 14.46% (lower mid).
1Y return: 3.25% (bottom quartile).
Alpha: -0.88 (bottom quartile).
Sharpe: -0.63 (bottom quartile).
Information ratio: 0.05 (lower mid).

4. ವೈವಿಧ್ಯಮಯ ನಿಧಿಗಳು/ಮಲ್ಟಿ ಕ್ಯಾಪ್ ಫಂಡ್‌ಗಳು

ವೈವಿಧ್ಯಮಯ ನಿಧಿಗಳು ಮಾರುಕಟ್ಟೆ ಬಂಡವಾಳೀಕರಣದಾದ್ಯಂತ ಹೂಡಿಕೆ ಮಾಡಿ, ಅಂದರೆ, ದೊಡ್ಡ ಕ್ಯಾಪ್, ಮಧ್ಯಮ ಮತ್ತು ಸಣ್ಣ ಕ್ಯಾಪ್ ಷೇರುಗಳು. ಈ ನಿಧಿಗಳು ಮಾರುಕಟ್ಟೆಗೆ ಅನುಗುಣವಾಗಿ ತಮ್ಮ ಪೋರ್ಟ್‌ಫೋಲಿಯೊಗಳನ್ನು ಹೊಂದಿಕೊಳ್ಳುವ ನಮ್ಯತೆಯನ್ನು ಹೊಂದಿವೆ. ಅವರು ಸಾಮಾನ್ಯವಾಗಿ ದೊಡ್ಡ ಕ್ಯಾಪ್ ಸ್ಟಾಕ್‌ಗಳಲ್ಲಿ 40-60%, ಮಿಡ್-ಕ್ಯಾಪ್ ಸ್ಟಾಕ್‌ಗಳಲ್ಲಿ 10-40% ಮತ್ತು ಸ್ಮಾಲ್-ಕ್ಯಾಪ್ ಸ್ಟಾಕ್‌ಗಳಲ್ಲಿ ಸುಮಾರು 10% ನಡುವೆ ಹೂಡಿಕೆ ಮಾಡುತ್ತಾರೆ. ಕೆಲವೊಮ್ಮೆ, ಸ್ಮಾಲ್-ಕ್ಯಾಪ್‌ಗಳಿಗೆ ಒಡ್ಡಿಕೊಳ್ಳುವಿಕೆಯು ತುಂಬಾ ಚಿಕ್ಕದಾಗಿರಬಹುದು ಅಥವಾ ಯಾವುದೂ ಇಲ್ಲದಿರಬಹುದು.

ವೈವಿಧ್ಯಮಯ ನಿಧಿಗಳು ಅಪಾಯವನ್ನು ಸಮತೋಲನಗೊಳಿಸುತ್ತವೆ ಮತ್ತು ಸಾಮಾನ್ಯವಾಗಿ ಸ್ಟಾಕ್ ಹೂಡಿಕೆಗಳೊಂದಿಗೆ ಬರುವ ಚಂಚಲತೆಯನ್ನು ಕಡಿಮೆ ಮಾಡುತ್ತದೆ ಎಂದು ಹೇಳಲಾಗುತ್ತದೆ. ಪೋರ್ಟ್‌ಫೋಲಿಯೊದಲ್ಲಿನ ಒಂದು ನಿಧಿಯು ಕಾರ್ಯನಿರ್ವಹಿಸಲು ವಿಫಲವಾದರೆ ಇತರವು ಆದಾಯವನ್ನು ಸಮತೋಲನಗೊಳಿಸಲು ಇರುತ್ತವೆ. ಆದರೆ ಈಕ್ವಿಟಿ ಫಂಡ್ ಆಗಿದ್ದರೂ ಅಪಾಯವು ಇನ್ನೂ ನಿಧಿಯಲ್ಲಿ ಉಳಿದಿದೆ.

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Kotak Standard Multicap Fund Growth	₹85.353 ↓ -0.03	₹50,146	-1.7	-1.7	9.1	16.5	13.8	9.5
Mirae Asset India Equity Fund Growth	₹110.28 ↓ -0.03	₹35,343	-4.9	-4.6	3.7	12.3	11.2	10.2
Motilal Oswal Multicap 35 Fund Growth	₹56.6616 ↓ -0.03	₹11,679	-5.1	-9.9	0.6	21.1	12.6	-5.6
BNP Paribas Multi Cap Fund Growth	₹73.5154 ↓ -0.01	₹588	-4.6	-2.6	19.3	17.3	13.6
Aditya Birla Sun Life Equity Fund Growth	₹1,844.01 ↑ 3.20	₹23,018	-1.3	-0.3	10.1	18.6	14.4	11.2
Bandhan Focused Equity Fund Growth	₹87.333 ↓ -0.05	₹1,810	0.6	-1.5	7.9	18.9	14.3	-1.6
SBI Magnum Multicap Fund Growth	₹107.348 ↑ 0.65	₹20,626	-3.3	-3.9	4.4	12.4	11.5	5.5
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 7 Funds showcased

Commentary	Kotak Standard Multicap Fund	Mirae Asset India Equity Fund	Motilal Oswal Multicap 35 Fund	BNP Paribas Multi Cap Fund	Aditya Birla Sun Life Equity Fund	Bandhan Focused Equity Fund	SBI Magnum Multicap Fund
Point 1	Highest AUM (₹50,146 Cr).	Upper mid AUM (₹35,343 Cr).	Lower mid AUM (₹11,679 Cr).	Bottom quartile AUM (₹588 Cr).	Upper mid AUM (₹23,018 Cr).	Bottom quartile AUM (₹1,810 Cr).	Lower mid AUM (₹20,626 Cr).
Point 2	Established history (16+ yrs).	Established history (18+ yrs).	Established history (11+ yrs).	Established history (20+ yrs).	Oldest track record among peers (27 yrs).	Established history (20+ yrs).	Established history (20+ yrs).
Point 3	Top rated.	Rating: 5★ (upper mid).	Rating: 5★ (upper mid).	Rating: 4★ (lower mid).	Rating: 4★ (lower mid).	Rating: 4★ (bottom quartile).	Rating: 4★ (bottom quartile).
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.
Point 5	5Y return: 13.80% (upper mid).	5Y return: 11.25% (bottom quartile).	5Y return: 12.62% (lower mid).	5Y return: 13.57% (lower mid).	5Y return: 14.41% (top quartile).	5Y return: 14.26% (upper mid).	5Y return: 11.49% (bottom quartile).
Point 6	3Y return: 16.48% (lower mid).	3Y return: 12.35% (bottom quartile).	3Y return: 21.10% (top quartile).	3Y return: 17.28% (lower mid).	3Y return: 18.57% (upper mid).	3Y return: 18.87% (upper mid).	3Y return: 12.41% (bottom quartile).
Point 7	1Y return: 9.06% (upper mid).	1Y return: 3.75% (bottom quartile).	1Y return: 0.63% (bottom quartile).	1Y return: 19.34% (top quartile).	1Y return: 10.13% (upper mid).	1Y return: 7.94% (lower mid).	1Y return: 4.40% (lower mid).
Point 8	Alpha: 2.09 (upper mid).	Alpha: -0.90 (lower mid).	Alpha: -8.96 (bottom quartile).	Alpha: 0.00 (lower mid).	Alpha: 2.66 (top quartile).	Alpha: 0.08 (upper mid).	Alpha: -1.49 (bottom quartile).
Point 9	Sharpe: -0.34 (upper mid).	Sharpe: -0.63 (bottom quartile).	Sharpe: -1.03 (bottom quartile).	Sharpe: 2.86 (top quartile).	Sharpe: -0.30 (upper mid).	Sharpe: -0.48 (lower mid).	Sharpe: -0.61 (lower mid).
Point 10	Information ratio: -0.04 (lower mid).	Information ratio: -0.79 (bottom quartile).	Information ratio: 0.51 (upper mid).	Information ratio: 0.00 (lower mid).	Information ratio: 0.92 (top quartile).	Information ratio: 0.29 (upper mid).	Information ratio: -1.04 (bottom quartile).

Kotak Standard Multicap Fund

Highest AUM (₹50,146 Cr).
Established history (16+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 13.80% (upper mid).
3Y return: 16.48% (lower mid).
1Y return: 9.06% (upper mid).
Alpha: 2.09 (upper mid).
Sharpe: -0.34 (upper mid).
Information ratio: -0.04 (lower mid).

Mirae Asset India Equity Fund

Upper mid AUM (₹35,343 Cr).
Established history (18+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 11.25% (bottom quartile).
3Y return: 12.35% (bottom quartile).
1Y return: 3.75% (bottom quartile).
Alpha: -0.90 (lower mid).
Sharpe: -0.63 (bottom quartile).
Information ratio: -0.79 (bottom quartile).

Motilal Oswal Multicap 35 Fund

Lower mid AUM (₹11,679 Cr).
Established history (11+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 12.62% (lower mid).
3Y return: 21.10% (top quartile).
1Y return: 0.63% (bottom quartile).
Alpha: -8.96 (bottom quartile).
Sharpe: -1.03 (bottom quartile).
Information ratio: 0.51 (upper mid).

BNP Paribas Multi Cap Fund

Bottom quartile AUM (₹588 Cr).
Established history (20+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 13.57% (lower mid).
3Y return: 17.28% (lower mid).
1Y return: 19.34% (top quartile).
Alpha: 0.00 (lower mid).
Sharpe: 2.86 (top quartile).
Information ratio: 0.00 (lower mid).

Aditya Birla Sun Life Equity Fund

Upper mid AUM (₹23,018 Cr).
Oldest track record among peers (27 yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 14.41% (top quartile).
3Y return: 18.57% (upper mid).
1Y return: 10.13% (upper mid).
Alpha: 2.66 (top quartile).
Sharpe: -0.30 (upper mid).
Information ratio: 0.92 (top quartile).

Bandhan Focused Equity Fund

Bottom quartile AUM (₹1,810 Cr).
Established history (20+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 14.26% (upper mid).
3Y return: 18.87% (upper mid).
1Y return: 7.94% (lower mid).
Alpha: 0.08 (upper mid).
Sharpe: -0.48 (lower mid).
Information ratio: 0.29 (upper mid).

SBI Magnum Multicap Fund

Lower mid AUM (₹20,626 Cr).
Established history (20+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 11.49% (bottom quartile).
3Y return: 12.41% (bottom quartile).
1Y return: 4.40% (lower mid).
Alpha: -1.49 (bottom quartile).
Sharpe: -0.61 (lower mid).
Information ratio: -1.04 (bottom quartile).

1. DSP World Gold 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."

Research Highlights for DSP World Gold Fund

Lower mid AUM (₹1,769 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: High.
5Y return: 27.07% (upper mid).
3Y return: 49.89% (top quartile).
1Y return: 114.80% (top quartile).
Alpha: 1.04 (upper mid).
Sharpe: 2.16 (top quartile).
Information ratio: -0.83 (bottom quartile).
Higher exposure to Basic Materials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
Largest holding BGF World Gold I2 (~69.9%).
Top-3 holdings concentration ~101.6%.

Below is the key information for DSP World Gold Fund

DSP World Gold Fund Growth
Launch Date	14 Sep 07
NAV (17 Apr 26)	₹63.863 ↑ 1.08 (1.72 %)
Net Assets (Cr)	₹1,769 on 31 Mar 26
Category	Equity - Global
AMC	DSP BlackRock Invmt Managers Pvt. Ltd.
Rating	☆☆☆
Risk	High
Expense Ratio	1.41
Sharpe Ratio	2.16
Information Ratio	-0.83
Alpha Ratio	1.04
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	₹11,138
31 Mar 23	₹10,487
31 Mar 24	₹10,232
31 Mar 25	₹15,284
31 Mar 26	₹33,879

DSP World Gold Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181 Invest Now

Returns for DSP World Gold Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Apr 26

Duration	Returns
1 Month	6.8%
3 Month	8.3%
6 Month	36.5%
1 Year	114.8%
3 Year	49.9%
5 Year	27.1%
10 Year
15 Year
Since launch	10.5%

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
Jay Kothari	1 Mar 13	13.09 Yr.

Data below for DSP World Gold Fund as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Basic Materials	94.27%

Asset Allocation

Asset Class	Value
Cash	3.92%
Equity	94.27%
Debt	0.01%
Other	1.8%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
BGF World Gold I2 Investment Fund \| -	70%	₹1,531 Cr	1,103,589 ↓ -74,069
VanEck Gold Miners ETF - \| GDX	28%	₹604 Cr	573,719
Treps / Reverse Repo Investments CBLO/Reverse Repo \| -	4%	₹90 Cr
Net Receivables/Payables Net Current Assets \| -	2%	-₹35 Cr

2. SBI PSU Fund

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

Upper mid AUM (₹5,891 Cr).
Established history (15+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: High.
5Y return: 28.14% (top quartile).
3Y return: 32.67% (upper mid).
1Y return: 18.46% (upper mid).
Alpha: -1.15 (bottom quartile).
Sharpe: 0.27 (upper mid).
Information ratio: -0.31 (lower mid).
Higher exposure to Utility vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
High-quality debt (AAA/AA ~100%).
Largest holding State Bank of India (~16.5%).
Top-3 holdings concentration ~36.2%.

Below is the key information for SBI PSU Fund

SBI PSU Fund Growth
Launch Date	7 Jul 10
NAV (20 Apr 26)	₹36.3966 ↑ 0.13 (0.37 %)
Net Assets (Cr)	₹5,891 on 31 Mar 26
Category	Equity - Sectoral
AMC	SBI Funds Management Private Limited
Rating	☆☆
Risk	High
Expense Ratio	1.89
Sharpe Ratio	0.27
Information Ratio	-0.31
Alpha Ratio	-1.15
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	₹12,520
31 Mar 23	₹14,284
31 Mar 24	₹26,707
31 Mar 25	₹28,297
31 Mar 26	₹30,937

SBI PSU Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552 Invest Now

Returns for SBI PSU Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Apr 26

Duration	Returns
1 Month	5.2%
3 Month	6.1%
6 Month	10.7%
1 Year	18.5%
3 Year	32.7%
5 Year	28.1%
10 Year
15 Year
Since launch	8.5%

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	1.83 Yr.

Data below for SBI PSU Fund as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Utility	31.55%
Financial Services	30.98%
Energy	12.91%
Industrials	12.8%
Basic Materials	6.89%

Asset Allocation

Asset Class	Value
Cash	4.8%
Equity	95.12%
Debt	0.08%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
State Bank of India (Financial Services) Equity, Since 31 Jul 10 \| SBIN	17%	₹972 Cr	9,927,500
Power Grid Corp Of India Ltd (Utilities) Equity, Since 31 Jul 10 \| 532898	10%	₹590 Cr	19,935,554
NTPC Ltd (Utilities) Equity, Since 31 Jul 10 \| 532555	10%	₹572 Cr	15,443,244
Bharat Electronics Ltd (Industrials) Equity, Since 30 Jun 24 \| BEL	9%	₹536 Cr	13,385,000 ↓ -340,000
GAIL (India) Ltd (Utilities) Equity, Since 31 May 24 \| 532155	9%	₹525 Cr	38,150,000 ↑ 3,200,000
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 31 May 20 \| 500312	7%	₹386 Cr	13,555,000 ↑ 7,600,000
Bank of Baroda (Financial Services) Equity, Since 31 Aug 24 \| 532134	6%	₹324 Cr	13,100,000 ↑ 2,100,000
Bharat Petroleum Corp Ltd (Energy) Equity, Since 31 Aug 24 \| 500547	5%	₹273 Cr	9,700,000
NMDC Ltd (Basic Materials) Equity, Since 31 Oct 23 \| 526371	4%	₹213 Cr	27,900,000
Indian Bank (Financial Services) Equity, Since 30 Jun 21 \| 532814	3%	₹205 Cr	2,427,235

3. Invesco India PSU Equity Fund

To generate capital appreciation by investing in Equity and Equity Related Instruments of companies where the Central / State Government(s) has majority shareholding or management control or has powers to appoint majority of directors. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Research Highlights for Invesco India PSU Equity Fund

Bottom quartile AUM (₹1,335 Cr).
Established history (16+ yrs).
Rating: 3★ (lower mid).
Risk profile: High.
5Y return: 26.52% (upper mid).
3Y return: 30.49% (upper mid).
1Y return: 16.77% (lower mid).
Alpha: -6.00 (bottom quartile).
Sharpe: 0.01 (upper mid).
Information ratio: -0.79 (bottom quartile).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding State Bank of India (~8.6%).

Below is the key information for Invesco India PSU Equity Fund

Invesco India PSU Equity Fund Growth
Launch Date	18 Nov 09
NAV (20 Apr 26)	₹68.91 ↑ 0.17 (0.25 %)
Net Assets (Cr)	₹1,335 on 31 Mar 26
Category	Equity - Sectoral
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆☆
Risk	High
Expense Ratio	2.14
Sharpe Ratio	0.01
Information Ratio	-0.79
Alpha Ratio	-6
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	₹12,277
31 Mar 23	₹13,931
31 Mar 24	₹25,544
31 Mar 25	₹26,724
31 Mar 26	₹27,849

Invesco India PSU Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107 Invest Now

Returns for Invesco India PSU Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Apr 26

Duration	Returns
1 Month	6.7%
3 Month	2.4%
6 Month	6.2%
1 Year	16.8%
3 Year	30.5%
5 Year	26.5%
10 Year
15 Year
Since launch	12.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	10.3%
2023	25.6%
2022	54.5%
2021	20.5%
2020	31.1%
2019	6.1%
2018	10.1%
2017	-16.9%
2016	24.3%
2015	17.9%

Fund Manager information for Invesco India PSU Equity Fund

Name	Since	Tenure
Hiten Jain	1 Jul 25	0.75 Yr.
Sagar Gandhi	1 Jul 25	0.75 Yr.

Data below for Invesco India PSU Equity Fund as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Financial Services	30.35%
Industrials	28.06%
Utility	19.53%
Energy	13.58%
Basic Materials	3.6%
Consumer Cyclical	1.41%

Asset Allocation

Asset Class	Value
Cash	3.47%
Equity	96.53%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
State Bank of India (Financial Services) Equity, Since 28 Feb 21 \| SBIN	9%	₹115 Cr	1,171,232
Indian Bank (Financial Services) Equity, Since 30 Jun 21 \| 532814	7%	₹98 Cr	1,157,444
Hindustan Aeronautics Ltd Ordinary Shares (Industrials) Equity, Since 31 May 22 \| HAL	7%	₹91 Cr	261,137
Bharat Petroleum Corp Ltd (Energy) Equity, Since 30 Sep 18 \| 500547	6%	₹86 Cr	3,076,024 ↑ 359,015
Bharat Electronics Ltd (Industrials) Equity, Since 31 Mar 17 \| BEL	6%	₹83 Cr	2,078,629 ↓ -237,890
NTPC Ltd (Utilities) Equity, Since 31 May 19 \| 532555	5%	₹67 Cr	1,801,543
Bank of Baroda (Financial Services) Equity, Since 30 Jun 21 \| 532134	5%	₹65 Cr	2,611,219 ↑ 133,663
NTPC Green Energy Ltd (Utilities) Equity, Since 30 Nov 24 \| NTPCGREEN	5%	₹63 Cr	6,852,914 ↓ -2,276,906
REC Ltd (Financial Services) Equity, Since 31 Aug 23 \| 532955	4%	₹52 Cr	1,703,577
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 31 Aug 24 \| 500312	4%	₹52 Cr	1,821,612

4. LIC MF Infrastructure Fund

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

Bottom quartile AUM (₹905 Cr).
Established history (18+ yrs).
Not Rated.
Risk profile: High.
5Y return: 24.76% (bottom quartile).
3Y return: 29.37% (lower mid).
1Y return: 17.90% (upper mid).
Alpha: 2.02 (top quartile).
Sharpe: -0.01 (lower mid).
Information ratio: 0.34 (upper mid).
Higher exposure to Industrials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~92%).
Largest holding Larsen & Toubro Ltd (~4.5%).

Below is the key information for LIC MF Infrastructure Fund

LIC MF Infrastructure Fund Growth
Launch Date	29 Feb 08
NAV (20 Apr 26)	₹51.395 ↑ 0.04 (0.07 %)
Net Assets (Cr)	₹905 on 31 Mar 26
Category	Equity - Sectoral
AMC	LIC Mutual Fund Asset Mgmt Co Ltd
Rating	Not Rated
Risk	High
Expense Ratio	2.21
Sharpe Ratio	-0.01
Information Ratio	0.34
Alpha Ratio	2.02
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 Mar 21	₹10,000
31 Mar 22	₹13,141
31 Mar 23	₹13,490
31 Mar 24	₹21,802
31 Mar 25	₹25,258
31 Mar 26	₹26,147

LIC MF Infrastructure Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833 Invest Now

Returns for LIC MF Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Apr 26

Duration	Returns
1 Month	8.5%
3 Month	7.3%
6 Month	2.6%
1 Year	17.9%
3 Year	29.4%
5 Year	24.8%
10 Year
15 Year
Since launch	9.4%

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
Sumit Bhatnagar	7 Apr 26	0 Yr.
Mahesh Bendre	1 Jul 24	1.75 Yr.

Data below for LIC MF Infrastructure Fund as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Industrials	41.35%
Consumer Cyclical	16.7%
Utility	9.81%
Basic Materials	8.85%
Communication Services	5.56%
Health Care	3.51%
Technology	2.14%
Real Estate	2.08%
Financial Services	1.6%

Asset Allocation

Asset Class	Value
Cash	8.4%
Equity	91.6%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Apr 09 \| LT	4%	₹40 Cr	115,347 ↑ 6,944
Apollo Hospitals Enterprise Ltd (Healthcare) Equity, Since 30 Jun 25 \| APOLLOHOSP	4%	₹32 Cr	42,748 ↓ -926
Schneider Electric Infrastructure Ltd (Industrials) Equity, Since 31 Dec 23 \| SCHNEIDER	3%	₹30 Cr	357,347 ↓ -7,743
NTPC Ltd (Utilities) Equity, Since 31 Mar 23 \| 532555	3%	₹30 Cr	804,231 ↓ -69,677
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 09 \| BHARTIARTL	3%	₹29 Cr	163,087 ↓ -13,757
Cummins India Ltd (Industrials) Equity, Since 31 May 21 \| 500480	3%	₹25 Cr	56,285 ↓ -604
Tata Motors Passenger Vehicles Ltd (Consumer Cyclical) Equity, Since 28 Feb 26 \| TMPV	3%	₹25 Cr	854,522 ↓ -18,517
Garware Hi-Tech Films Ltd (Basic Materials) Equity, Since 31 Aug 23 \| 500655	3%	₹24 Cr	71,458 ↓ -1,547
Siemens Energy India Ltd (Utilities) Equity, Since 31 Aug 25 \| ENRIN	3%	₹24 Cr	93,672 ↓ -2,029
Tata Motors Ltd (Consumer Cyclical) Equity, Since 31 Oct 25 \| TMCV	2%	₹22 Cr	566,819 ↓ -229,339

5. DSP India T.I.G.E.R Fund

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

Upper mid AUM (₹4,979 Cr).
Oldest track record among peers (21 yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 25.31% (lower mid).
3Y return: 27.39% (lower mid).
1Y return: 17.69% (lower mid).
Alpha: 0.00 (upper mid).
Sharpe: -0.01 (lower mid).
Information ratio: 0.00 (upper mid).
Top sector: Industrials.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
Largest holding NTPC Ltd (~5.3%).

Below is the key information for DSP India T.I.G.E.R Fund

DSP India T.I.G.E.R Fund Growth
Launch Date	11 Jun 04
NAV (20 Apr 26)	₹339.288 ↑ 0.24 (0.07 %)
Net Assets (Cr)	₹4,979 on 31 Mar 26
Category	Equity - Sectoral
AMC	DSP BlackRock Invmt Managers Pvt. Ltd.
Rating	☆☆☆☆
Risk	High
Expense Ratio	1.89
Sharpe Ratio	-0.01
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 Mar 21	₹10,000
31 Mar 22	₹12,881
31 Mar 23	₹14,524
31 Mar 24	₹23,943
31 Mar 25	₹25,743
31 Mar 26	₹26,892

DSP India T.I.G.E.R Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326 Invest Now

Returns for DSP India T.I.G.E.R Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Apr 26

Duration	Returns
1 Month	9.7%
3 Month	9.4%
6 Month	7.3%
1 Year	17.7%
3 Year	27.4%
5 Year	25.3%
10 Year
15 Year
Since launch	17.5%

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	15.79 Yr.

Data below for DSP India T.I.G.E.R Fund as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Industrials	27.68%
Basic Materials	13.33%
Financial Services	13%
Utility	11.64%
Consumer Cyclical	8.63%
Energy	7.37%
Health Care	6.56%
Communication Services	3.04%
Real Estate	1.51%
Technology	1.43%
Consumer Defensive	0.96%

Asset Allocation

Asset Class	Value
Cash	4.85%
Equity	95.15%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
NTPC Ltd (Utilities) Equity, Since 30 Nov 17 \| 532555	5%	₹262 Cr	7,063,207
Apollo Hospitals Enterprise Ltd (Healthcare) Equity, Since 31 Dec 24 \| APOLLOHOSP	4%	₹224 Cr	301,630
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Jun 04 \| LT	4%	₹206 Cr	588,665 ↓ -89,980
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 31 May 25 \| MCX	3%	₹163 Cr	680,825
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 18 \| BHARTIARTL	3%	₹151 Cr	849,969 ↑ 37,224
Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical) Equity, Since 31 Dec 24 \| AMBER	3%	₹144 Cr	219,234
Power Grid Corp Of India Ltd (Utilities) Equity, Since 31 Jan 25 \| 532898	3%	₹139 Cr	4,694,365 ↓ -873,209
Coal India Ltd (Energy) Equity, Since 31 Dec 23 \| COALINDIA	2%	₹122 Cr	2,705,180
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 31 Mar 24 \| 500312	2%	₹119 Cr	4,196,344
Kirloskar Oil Engines Ltd (Industrials) Equity, Since 31 Mar 23 \| KIRLOSENG	2%	₹111 Cr	834,973 ↓ -195,952

6. Nippon India Power and Infra Fund

(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

Highest AUM (₹6,534 Cr).
Established history (21+ yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 25.34% (lower mid).
3Y return: 27.36% (bottom quartile).
1Y return: 14.60% (bottom quartile).
Alpha: -0.88 (lower mid).
Sharpe: -0.19 (bottom quartile).
Information ratio: 0.38 (top quartile).
Top sector: Industrials.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~99%).
Largest holding Reliance Industries Ltd (~9.6%).

Below is the key information for Nippon India Power and Infra Fund

Nippon India Power and Infra Fund Growth
Launch Date	8 May 04
NAV (20 Apr 26)	₹373.187 ↑ 3.27 (0.88 %)
Net Assets (Cr)	₹6,534 on 31 Mar 26
Category	Equity - Sectoral
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆☆☆
Risk	High
Expense Ratio	1.85
Sharpe Ratio	-0.19
Information Ratio	0.38
Alpha Ratio	-0.88
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	₹12,490
31 Mar 23	₹14,486
31 Mar 24	₹25,615
31 Mar 25	₹26,322
31 Mar 26	₹26,803

Nippon India Power and Infra Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326 Invest Now

Returns for Nippon India Power and Infra Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Apr 26

Duration	Returns
1 Month	9.3%
3 Month	10.4%
6 Month	5.2%
1 Year	14.6%
3 Year	27.4%
5 Year	25.3%
10 Year
15 Year
Since launch	17.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	-0.5%
2023	26.9%
2022	58%
2021	10.9%
2020	48.9%
2019	10.8%
2018	-2.9%
2017	-21.1%
2016	61.7%
2015	0.1%

Fund Manager information for Nippon India Power and Infra Fund

Name	Since	Tenure
Kinjal Desai	25 May 18	7.86 Yr.
Rahul Modi	19 Aug 24	1.62 Yr.
Amber Singhania	11 Mar 26	0.06 Yr.

Data below for Nippon India Power and Infra Fund as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Industrials	33.96%
Utility	23.84%
Energy	10.82%
Consumer Cyclical	10.6%
Basic Materials	6.71%
Technology	4.26%
Financial Services	2.97%
Communication Services	2.32%
Health Care	2.26%
Real Estate	1.63%

Asset Allocation

Asset Class	Value
Cash	0.62%
Equity	99.38%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Reliance Industries Ltd (Energy) Equity, Since 30 Nov 18 \| RELIANCE	10%	₹626 Cr	4,660,000
NTPC Ltd (Utilities) Equity, Since 31 May 09 \| 532555	8%	₹511 Cr	13,800,000 ↓ -1,700,000
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Nov 07 \| LT	6%	₹408 Cr	1,164,337 ↑ 175,000
Tata Power Co Ltd (Utilities) Equity, Since 30 Apr 23 \| 500400	4%	₹288 Cr	7,600,789 ↓ -300,000
NTPC Green Energy Ltd (Utilities) Equity, Since 30 Nov 24 \| NTPCGREEN	3%	₹226 Cr	24,491,079 ↑ 1,920,000
CG Power & Industrial Solutions Ltd (Industrials) Equity, Since 30 Sep 24 \| 500093	3%	₹178 Cr	2,720,014
Bharat Heavy Electricals Ltd (Industrials) Equity, Since 30 Sep 24 \| 500103	3%	₹168 Cr	6,848,468 ↓ -51,532
UltraTech Cement Ltd (Basic Materials) Equity, Since 31 Oct 19 \| 532538	2%	₹161 Cr	150,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 18 \| BHARTIARTL	2%	₹152 Cr	850,000 ↑ 70,000
NLC India Ltd (Utilities) Equity, Since 31 Aug 24 \| 513683	2%	₹149 Cr	5,531,878

7. Franklin Build India Fund

The Scheme seeks to achieve capital appreciation by investing in companies engaged directly or indirectly in infrastructure related activities.

Research Highlights for Franklin Build India Fund

Lower mid AUM (₹2,858 Cr).
Established history (16+ yrs).
Top rated.
Risk profile: High.
5Y return: 24.81% (bottom quartile).
3Y return: 27.04% (bottom quartile).
1Y return: 12.35% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: -0.11 (bottom quartile).
Information ratio: 0.00 (lower mid).
Top sector: Industrials.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding Larsen & Toubro Ltd (~9.0%).

Below is the key information for Franklin Build India Fund

Franklin Build India Fund Growth
Launch Date	4 Sep 09
NAV (20 Apr 26)	₹148.173 ↑ 0.58 (0.39 %)
Net Assets (Cr)	₹2,858 on 31 Mar 26
Category	Equity - Sectoral
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	2.01
Sharpe Ratio	-0.11
Information Ratio	0
Alpha Ratio	0
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	₹12,573
31 Mar 23	₹14,151
31 Mar 24	₹24,221
31 Mar 25	₹25,876
31 Mar 26	₹26,604

Franklin Build India Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833 Invest Now

Returns for Franklin Build India Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Apr 26

Duration	Returns
1 Month	6.8%
3 Month	4.9%
6 Month	2.8%
1 Year	12.3%
3 Year	27%
5 Year	24.8%
10 Year
15 Year
Since launch	17.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	3.7%
2023	27.8%
2022	51.1%
2021	11.2%
2020	45.9%
2019	5.4%
2018	6%
2017	-10.7%
2016	43.3%
2015	8.4%

Fund Manager information for Franklin Build India Fund

Name	Since	Tenure
Ajay Argal	18 Oct 21	4.45 Yr.
Kiran Sebastian	7 Feb 22	4.15 Yr.
Sandeep Manam	18 Oct 21	4.45 Yr.

Data below for Franklin Build India Fund as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Industrials	35.45%
Financial Services	15.13%
Utility	13.58%
Energy	13.01%
Basic Materials	7.31%
Communication Services	7.17%
Real Estate	2.41%
Consumer Cyclical	1.51%
Technology	1%

Asset Allocation

Asset Class	Value
Cash	3.44%
Equity	96.56%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 20 \| LT	9%	₹285 Cr	665,000
InterGlobe Aviation Ltd (Industrials) Equity, Since 29 Feb 20 \| INDIGO	6%	₹203 Cr	420,000 ↑ 70,000
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 30 Jun 19 \| ONGC	6%	₹191 Cr	6,825,000
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 21 \| RELIANCE	6%	₹176 Cr	1,260,000
NTPC Ltd (Utilities) Equity, Since 30 Nov 16 \| NTPC	5%	₹152 Cr	3,978,727
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 12 \| AXISBANK	4%	₹138 Cr	1,000,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Sep 09 \| BHARTIARTL	4%	₹133 Cr	710,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 25 \| HDFCBANK	4%	₹133 Cr	1,500,000
State Bank of India (Financial Services) Equity, Since 31 Jul 14 \| SBIN	4%	₹114 Cr	950,000 ↓ -50,000
Power Grid Corp Of India Ltd (Utilities) Equity, Since 28 Feb 21 \| POWERGRID	3%	₹108 Cr	3,600,000

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