ಟಾಪ್ ಹೈ ರಿಸ್ಕ್ ಹೈ ರಿಟರ್ನ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳು 2022

Updated on March 8, 2026 , 29120 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:

ಕನಿಷ್ಠ ಹೂಡಿಕೆಯು INR 500 ರಿಂದ ಪ್ರಾರಂಭವಾಗುತ್ತದೆ
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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	₹105.262 ↓ -2.00	₹1,765	11.7	16.6	27.7	22.5	20.2	17.5
Aditya Birla Sun Life Banking And Financial Services Fund Growth	₹61.12 ↑ 1.38	₹3,641	-4	2.4	17.7	16.5	11.7	17.5
Franklin Build India Fund Growth	₹141.752 ↑ 1.34	₹3,003	1.3	1.1	17.3	25.7	22.2	3.7
ICICI Prudential Banking and Financial Services Fund Growth	₹130.22 ↑ 2.21	₹10,951	-5.8	-1.4	12.5	14.9	11.2	15.9
Bandhan Infrastructure Fund Growth	₹45.453 ↑ 0.66	₹1,428	-3.5	-8.5	6	21.8	19.4	-6.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Mar 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	DSP Natural Resources and New Energy Fund	Aditya Birla Sun Life Banking And Financial Services Fund	Franklin Build India Fund	ICICI Prudential Banking and Financial Services Fund	Bandhan Infrastructure Fund
Point 1	Bottom quartile AUM (₹1,765 Cr).	Upper mid AUM (₹3,641 Cr).	Lower mid AUM (₹3,003 Cr).	Highest AUM (₹10,951 Cr).	Bottom quartile AUM (₹1,428 Cr).
Point 2	Oldest track record among peers (17 yrs).	Established history (12+ yrs).	Established history (16+ yrs).	Established history (17+ yrs).	Established history (15+ 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: 20.19% (upper mid).	5Y return: 11.71% (bottom quartile).	5Y return: 22.19% (top quartile).	5Y return: 11.16% (bottom quartile).	5Y return: 19.36% (lower mid).
Point 6	3Y return: 22.48% (upper mid).	3Y return: 16.46% (bottom quartile).	3Y return: 25.68% (top quartile).	3Y return: 14.88% (bottom quartile).	3Y return: 21.84% (lower mid).
Point 7	1Y return: 27.74% (top quartile).	1Y return: 17.70% (upper mid).	1Y return: 17.27% (lower mid).	1Y return: 12.47% (bottom quartile).	1Y return: 6.00% (bottom quartile).
Point 8	Alpha: 0.00 (upper mid).	Alpha: 0.61 (top quartile).	Alpha: 0.00 (lower mid).	Alpha: -2.00 (bottom quartile).	Alpha: 0.00 (bottom quartile).
Point 9	Sharpe: 1.32 (top quartile).	Sharpe: 1.03 (upper mid).	Sharpe: 0.21 (bottom quartile).	Sharpe: 0.78 (lower mid).	Sharpe: -0.27 (bottom quartile).
Point 10	Information ratio: 0.00 (upper mid).	Information ratio: 0.25 (top quartile).	Information ratio: 0.00 (lower mid).	Information ratio: -0.01 (bottom quartile).	Information ratio: 0.00 (bottom quartile).

DSP Natural Resources and New Energy Fund

Bottom quartile AUM (₹1,765 Cr).
Oldest track record among peers (17 yrs).
Top rated.
Risk profile: High.
5Y return: 20.19% (upper mid).
3Y return: 22.48% (upper mid).
1Y return: 27.74% (top quartile).
Alpha: 0.00 (upper mid).
Sharpe: 1.32 (top quartile).
Information ratio: 0.00 (upper mid).

Aditya Birla Sun Life Banking And Financial Services Fund

Upper mid AUM (₹3,641 Cr).
Established history (12+ yrs).
Rating: 5★ (upper mid).
Risk profile: High.
5Y return: 11.71% (bottom quartile).
3Y return: 16.46% (bottom quartile).
1Y return: 17.70% (upper mid).
Alpha: 0.61 (top quartile).
Sharpe: 1.03 (upper mid).
Information ratio: 0.25 (top quartile).

Franklin Build India Fund

Lower mid AUM (₹3,003 Cr).
Established history (16+ yrs).
Rating: 5★ (lower mid).
Risk profile: High.
5Y return: 22.19% (top quartile).
3Y return: 25.68% (top quartile).
1Y return: 17.27% (lower mid).
Alpha: 0.00 (lower mid).
Sharpe: 0.21 (bottom quartile).
Information ratio: 0.00 (lower mid).

ICICI Prudential Banking and Financial Services Fund

Highest AUM (₹10,951 Cr).
Established history (17+ yrs).
Rating: 5★ (bottom quartile).
Risk profile: High.
5Y return: 11.16% (bottom quartile).
3Y return: 14.88% (bottom quartile).
1Y return: 12.47% (bottom quartile).
Alpha: -2.00 (bottom quartile).
Sharpe: 0.78 (lower mid).
Information ratio: -0.01 (bottom quartile).

Bandhan Infrastructure Fund

Bottom quartile AUM (₹1,428 Cr).
Established history (15+ yrs).
Rating: 5★ (bottom quartile).
Risk profile: High.
5Y return: 19.36% (lower mid).
3Y return: 21.84% (lower mid).
1Y return: 6.00% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.27 (bottom quartile).
Information ratio: 0.00 (bottom quartile).

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	₹80.871 ↑ 1.26	₹4,778	-3.4	-5.2	12.6	16.7	13.1	-3.7
SBI Small Cap Fund Growth	₹155.457 ↑ 2.66	₹34,449	-6.7	-10.4	3.2	11.9	13.9	-4.9
Kotak Emerging Equity Scheme Growth	₹131.928 ↑ 1.72	₹59,041	-1.3	-3.8	18.1	20.3	17.8	1.8
Sundaram Mid Cap Fund Growth	₹1,369.94 ↑ 21.19	₹12,917	-2.6	-1.7	18	23.7	18.1	4.1
DSP Small Cap Fund Growth	₹185.396 ↑ 3.13	₹16,135	-3.8	-6.6	13.5	18.3	18	-2.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Mar 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Aditya Birla Sun Life Small Cap Fund	SBI Small Cap Fund	Kotak Emerging Equity Scheme	Sundaram Mid Cap Fund	DSP Small Cap Fund
Point 1	Bottom quartile AUM (₹4,778 Cr).	Upper mid AUM (₹34,449 Cr).	Highest AUM (₹59,041 Cr).	Bottom quartile AUM (₹12,917 Cr).	Lower mid AUM (₹16,135 Cr).
Point 2	Established history (18+ yrs).	Established history (16+ yrs).	Established history (18+ yrs).	Oldest track record among peers (23 yrs).	Established history (18+ 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: 13.13% (bottom quartile).	5Y return: 13.94% (bottom quartile).	5Y return: 17.78% (lower mid).	5Y return: 18.09% (top quartile).	5Y return: 18.02% (upper mid).
Point 6	3Y return: 16.75% (bottom quartile).	3Y return: 11.89% (bottom quartile).	3Y return: 20.28% (upper mid).	3Y return: 23.68% (top quartile).	3Y return: 18.26% (lower mid).
Point 7	1Y return: 12.63% (bottom quartile).	1Y return: 3.19% (bottom quartile).	1Y return: 18.15% (top quartile).	1Y return: 18.00% (upper mid).	1Y return: 13.47% (lower mid).
Point 8	Alpha: 0.00 (upper mid).	Alpha: 0.00 (lower mid).	Alpha: -0.96 (bottom quartile).	Alpha: 0.78 (top quartile).	Alpha: 0.00 (bottom quartile).
Point 9	Sharpe: 0.01 (lower mid).	Sharpe: -0.41 (bottom quartile).	Sharpe: 0.18 (upper mid).	Sharpe: 0.28 (top quartile).	Sharpe: -0.02 (bottom quartile).
Point 10	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (lower mid).	Information ratio: -0.44 (bottom quartile).	Information ratio: 0.23 (top quartile).	Information ratio: 0.00 (bottom quartile).

Aditya Birla Sun Life Small Cap Fund

Bottom quartile AUM (₹4,778 Cr).
Established history (18+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 13.13% (bottom quartile).
3Y return: 16.75% (bottom quartile).
1Y return: 12.63% (bottom quartile).
Alpha: 0.00 (upper mid).
Sharpe: 0.01 (lower mid).
Information ratio: 0.00 (upper mid).

SBI Small Cap Fund

Upper mid AUM (₹34,449 Cr).
Established history (16+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 13.94% (bottom quartile).
3Y return: 11.89% (bottom quartile).
1Y return: 3.19% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: -0.41 (bottom quartile).
Information ratio: 0.00 (lower mid).

Kotak Emerging Equity Scheme

Highest AUM (₹59,041 Cr).
Established history (18+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 17.78% (lower mid).
3Y return: 20.28% (upper mid).
1Y return: 18.15% (top quartile).
Alpha: -0.96 (bottom quartile).
Sharpe: 0.18 (upper mid).
Information ratio: -0.44 (bottom quartile).

Sundaram Mid Cap Fund

Bottom quartile AUM (₹12,917 Cr).
Oldest track record among peers (23 yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 18.09% (top quartile).
3Y return: 23.68% (top quartile).
1Y return: 18.00% (upper mid).
Alpha: 0.78 (top quartile).
Sharpe: 0.28 (top quartile).
Information ratio: 0.23 (top quartile).

DSP Small Cap Fund

Lower mid AUM (₹16,135 Cr).
Established history (18+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 18.02% (upper mid).
3Y return: 18.26% (lower mid).
1Y return: 13.47% (lower mid).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.02 (bottom quartile).
Information ratio: 0.00 (bottom 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	₹42.12 ↑ 0.44	₹129	-4.1	-2.1	12.4	13.8	10.3	7.5
Nippon India Large Cap Fund Growth	₹88.6966 ↑ 1.05	₹50,107	-4.6	-3.2	11.4	17.8	16	9.2
ICICI Prudential Bluechip Fund Growth	₹108.2 ↑ 1.22	₹76,646	-5.4	-2.1	10.8	17	14.2	11.3
SBI Bluechip Fund Growth	₹91.0727 ↑ 1.02	₹54,821	-3.9	-1.8	10.6	13.7	11.1	9.7
Aditya Birla Sun Life Frontline Equity Fund Growth	₹506.85 ↑ 5.49	₹30,392	-6.3	-3.7	8.7	14.4	11.8	9.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Mar 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Indiabulls Blue Chip Fund	Nippon India Large Cap Fund	ICICI Prudential Bluechip Fund	SBI Bluechip Fund	Aditya Birla Sun Life Frontline Equity Fund
Point 1	Bottom quartile AUM (₹129 Cr).	Lower mid AUM (₹50,107 Cr).	Highest AUM (₹76,646 Cr).	Upper mid AUM (₹54,821 Cr).	Bottom quartile AUM (₹30,392 Cr).
Point 2	Established history (14+ yrs).	Established history (18+ yrs).	Established history (17+ yrs).	Established history (20+ 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: 10.33% (bottom quartile).	5Y return: 15.98% (top quartile).	5Y return: 14.20% (upper mid).	5Y return: 11.14% (bottom quartile).	5Y return: 11.76% (lower mid).
Point 6	3Y return: 13.77% (bottom quartile).	3Y return: 17.79% (top quartile).	3Y return: 17.03% (upper mid).	3Y return: 13.68% (bottom quartile).	3Y return: 14.38% (lower mid).
Point 7	1Y return: 12.38% (top quartile).	1Y return: 11.35% (upper mid).	1Y return: 10.84% (lower mid).	1Y return: 10.59% (bottom quartile).	1Y return: 8.73% (bottom quartile).
Point 8	Alpha: 0.28 (lower mid).	Alpha: 0.30 (upper mid).	Alpha: 0.35 (top quartile).	Alpha: 0.16 (bottom quartile).	Alpha: -0.21 (bottom quartile).
Point 9	Sharpe: 0.29 (bottom quartile).	Sharpe: 0.30 (top quartile).	Sharpe: 0.30 (upper mid).	Sharpe: 0.29 (lower mid).	Sharpe: 0.26 (bottom quartile).
Point 10	Information ratio: -0.32 (bottom quartile).	Information ratio: 1.22 (top quartile).	Information ratio: 1.01 (upper mid).	Information ratio: -0.33 (bottom quartile).	Information ratio: 0.31 (lower mid).

Indiabulls Blue Chip Fund

Bottom quartile AUM (₹129 Cr).
Established history (14+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 10.33% (bottom quartile).
3Y return: 13.77% (bottom quartile).
1Y return: 12.38% (top quartile).
Alpha: 0.28 (lower mid).
Sharpe: 0.29 (bottom quartile).
Information ratio: -0.32 (bottom quartile).

Nippon India Large Cap Fund

Lower mid AUM (₹50,107 Cr).
Established history (18+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 15.98% (top quartile).
3Y return: 17.79% (top quartile).
1Y return: 11.35% (upper mid).
Alpha: 0.30 (upper mid).
Sharpe: 0.30 (top quartile).
Information ratio: 1.22 (top quartile).

ICICI Prudential Bluechip Fund

Highest AUM (₹76,646 Cr).
Established history (17+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 14.20% (upper mid).
3Y return: 17.03% (upper mid).
1Y return: 10.84% (lower mid).
Alpha: 0.35 (top quartile).
Sharpe: 0.30 (upper mid).
Information ratio: 1.01 (upper mid).

SBI Bluechip Fund

Upper mid AUM (₹54,821 Cr).
Established history (20+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 11.14% (bottom quartile).
3Y return: 13.68% (bottom quartile).
1Y return: 10.59% (bottom quartile).
Alpha: 0.16 (bottom quartile).
Sharpe: 0.29 (lower mid).
Information ratio: -0.33 (bottom quartile).

Aditya Birla Sun Life Frontline Equity Fund

Bottom quartile AUM (₹30,392 Cr).
Oldest track record among peers (23 yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 11.76% (lower mid).
3Y return: 14.38% (lower mid).
1Y return: 8.73% (bottom quartile).
Alpha: -0.21 (bottom quartile).
Sharpe: 0.26 (bottom quartile).
Information ratio: 0.31 (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	₹83.982 ↑ 0.99	₹56,479	-1.7	-0.5	14.7	16.6	12.6	9.5
Mirae Asset India Equity Fund Growth	₹108.935 ↑ 1.15	₹40,371	-6.1	-3.9	9	12.2	10	10.2
Motilal Oswal Multicap 35 Fund Growth	₹54.3606 ↑ 0.34	₹13,180	-9.3	-13.6	1.4	19.4	10.7	-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	₹1,787.61 ↑ 22.30	₹24,700	-3.7	-0.6	14.3	17.8	13.2	11.2
Bandhan Focused Equity Fund Growth	₹83.356 ↑ 1.27	₹1,994	-4.4	-4.2	9.4	18	11.7	-1.6
SBI Magnum Multicap Fund Growth	₹104.482 ↓ -1.95	₹23,148	-6.4	-4.1	6.5	11.9	10.1	5.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Mar 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 (₹56,479 Cr).	Upper mid AUM (₹40,371 Cr).	Lower mid AUM (₹13,180 Cr).	Bottom quartile AUM (₹588 Cr).	Upper mid AUM (₹24,700 Cr).	Bottom quartile AUM (₹1,994 Cr).	Lower mid AUM (₹23,148 Cr).
Point 2	Established history (16+ yrs).	Established history (17+ 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: 12.59% (upper mid).	5Y return: 10.02% (bottom quartile).	5Y return: 10.74% (lower mid).	5Y return: 13.57% (top quartile).	5Y return: 13.16% (upper mid).	5Y return: 11.75% (lower mid).	5Y return: 10.13% (bottom quartile).
Point 6	3Y return: 16.59% (lower mid).	3Y return: 12.20% (bottom quartile).	3Y return: 19.45% (top quartile).	3Y return: 17.28% (lower mid).	3Y return: 17.75% (upper mid).	3Y return: 18.01% (upper mid).	3Y return: 11.86% (bottom quartile).
Point 7	1Y return: 14.66% (upper mid).	1Y return: 9.03% (lower mid).	1Y return: 1.44% (bottom quartile).	1Y return: 19.34% (top quartile).	1Y return: 14.27% (upper mid).	1Y return: 9.45% (lower mid).	1Y return: 6.55% (bottom quartile).
Point 8	Alpha: 3.74 (top quartile).	Alpha: 0.02 (upper mid).	Alpha: -5.98 (bottom quartile).	Alpha: 0.00 (lower mid).	Alpha: 3.72 (upper mid).	Alpha: -4.06 (bottom quartile).	Alpha: -2.46 (lower mid).
Point 9	Sharpe: 0.46 (upper mid).	Sharpe: 0.27 (lower mid).	Sharpe: -0.19 (bottom quartile).	Sharpe: 2.86 (top quartile).	Sharpe: 0.48 (upper mid).	Sharpe: -0.12 (bottom quartile).	Sharpe: -0.03 (lower mid).
Point 10	Information ratio: 0.19 (lower mid).	Information ratio: -0.62 (bottom quartile).	Information ratio: 0.56 (upper mid).	Information ratio: 0.00 (lower mid).	Information ratio: 0.76 (top quartile).	Information ratio: 0.36 (upper mid).	Information ratio: -0.85 (bottom quartile).

Kotak Standard Multicap Fund

Highest AUM (₹56,479 Cr).
Established history (16+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 12.59% (upper mid).
3Y return: 16.59% (lower mid).
1Y return: 14.66% (upper mid).
Alpha: 3.74 (top quartile).
Sharpe: 0.46 (upper mid).
Information ratio: 0.19 (lower mid).

Mirae Asset India Equity Fund

Upper mid AUM (₹40,371 Cr).
Established history (17+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 10.02% (bottom quartile).
3Y return: 12.20% (bottom quartile).
1Y return: 9.03% (lower mid).
Alpha: 0.02 (upper mid).
Sharpe: 0.27 (lower mid).
Information ratio: -0.62 (bottom quartile).

Motilal Oswal Multicap 35 Fund

Lower mid AUM (₹13,180 Cr).
Established history (11+ yrs).
Rating: 5★ (upper mid).
Risk profile: Moderately High.
5Y return: 10.74% (lower mid).
3Y return: 19.45% (top quartile).
1Y return: 1.44% (bottom quartile).
Alpha: -5.98 (bottom quartile).
Sharpe: -0.19 (bottom quartile).
Information ratio: 0.56 (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% (top quartile).
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 (₹24,700 Cr).
Oldest track record among peers (27 yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 13.16% (upper mid).
3Y return: 17.75% (upper mid).
1Y return: 14.27% (upper mid).
Alpha: 3.72 (upper mid).
Sharpe: 0.48 (upper mid).
Information ratio: 0.76 (top quartile).

Bandhan Focused Equity Fund

Bottom quartile AUM (₹1,994 Cr).
Established history (20+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 11.75% (lower mid).
3Y return: 18.01% (upper mid).
1Y return: 9.45% (lower mid).
Alpha: -4.06 (bottom quartile).
Sharpe: -0.12 (bottom quartile).
Information ratio: 0.36 (upper mid).

SBI Magnum Multicap Fund

Lower mid AUM (₹23,148 Cr).
Established history (20+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 10.13% (bottom quartile).
3Y return: 11.86% (bottom quartile).
1Y return: 6.55% (bottom quartile).
Alpha: -2.46 (lower mid).
Sharpe: -0.03 (lower mid).
Information ratio: -0.85 (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 (₹1,975 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 29.40% (top quartile).
3Y return: 60.64% (top quartile).
1Y return: 154.15% (top quartile).
Alpha: 2.12 (top quartile).
Sharpe: 3.41 (top quartile).
Information ratio: -0.47 (lower mid).
Higher exposure to Basic Materials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding BGF World Gold I2 (~73.8%).
Top-3 holdings concentration ~100.8%.

Below is the key information for DSP World Gold Fund

DSP World Gold Fund Growth
Launch Date	14 Sep 07
NAV (09 Mar 26)	₹62.799 ↑ 0.52 (0.84 %)
Net Assets (Cr)	₹1,975 on 31 Jan 26
Category	Equity - Global
AMC	DSP BlackRock Invmt Managers Pvt. Ltd.
Rating	☆☆☆
Risk	High
Expense Ratio	1.41
Sharpe Ratio	3.41
Information Ratio	-0.47
Alpha Ratio	2.12
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
28 Feb 21	₹10,000
28 Feb 22	₹10,843
28 Feb 23	₹9,241
29 Feb 24	₹8,778
28 Feb 25	₹13,911
28 Feb 26	₹41,909

DSP World Gold Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹627,226.
Net Profit of ₹327,226 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 9 Mar 26

Duration	Returns
1 Month	2.6%
3 Month	28.2%
6 Month	58.2%
1 Year	154.1%
3 Year	60.6%
5 Year	29.4%
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	12.93 Yr.

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

Equity Sector Allocation

Sector	Value
Basic Materials	95.89%

Asset Allocation

Asset Class	Value
Cash	1.55%
Equity	95.89%
Debt	0.01%
Other	2.56%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
BGF World Gold I2 Investment Fund \| -	74%	₹1,458 Cr	1,177,658 ↓ -41,596
VanEck Gold Miners ETF - \| GDX	25%	₹497 Cr	573,719
Treps / Reverse Repo Investments CBLO/Reverse Repo \| -	2%	₹35 Cr
Net Receivables/Payables Net Current Assets \| -	1%	-₹15 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

Highest AUM (₹5,980 Cr).
Established history (15+ yrs).
Rating: 2★ (lower mid).
Risk profile: High.
5Y return: 26.35% (upper mid).
3Y return: 31.74% (upper mid).
1Y return: 27.92% (upper mid).
Alpha: 0.05 (upper mid).
Sharpe: 0.63 (upper mid).
Information ratio: -0.63 (bottom quartile).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
High-quality debt (AAA/AA ~100%).
Largest holding State Bank of India (~17.9%).
Top-3 holdings concentration ~36.8%.

Below is the key information for SBI PSU Fund

SBI PSU Fund Growth
Launch Date	7 Jul 10
NAV (10 Mar 26)	₹35.3611 ↑ 0.36 (1.02 %)
Net Assets (Cr)	₹5,980 on 31 Jan 26
Category	Equity - Sectoral
AMC	SBI Funds Management Private Limited
Rating	☆☆
Risk	High
Expense Ratio	1.89
Sharpe Ratio	0.63
Information Ratio	-0.63
Alpha Ratio	0.05
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
28 Feb 21	₹10,000
28 Feb 22	₹11,846
28 Feb 23	₹13,615
29 Feb 24	₹26,250
28 Feb 25	₹24,523
28 Feb 26	₹34,330

SBI PSU 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 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 9 Mar 26

Duration	Returns
1 Month	-2.3%
3 Month	8.2%
6 Month	13.2%
1 Year	27.9%
3 Year	31.7%
5 Year	26.4%
10 Year
15 Year
Since launch	8.4%

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	1.67 Yr.

Data below for SBI PSU Fund as on 31 Jan 26

Equity Sector Allocation

Sector	Value
Financial Services	34.09%
Utility	29.59%
Energy	13.91%
Industrials	12.42%
Basic Materials	7.01%

Asset Allocation

Asset Class	Value
Cash	2.9%
Equity	97.02%
Debt	0.08%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
State Bank of India (Financial Services) Equity, Since 31 Jul 10 \| SBIN	18%	₹1,069 Cr	9,927,500
Bharat Electronics Ltd (Industrials) Equity, Since 30 Jun 24 \| BEL	10%	₹583 Cr	12,975,000
NTPC Ltd (Utilities) Equity, Since 31 Jul 10 \| NTPC	9%	₹550 Cr	15,443,244
Power Grid Corp Of India Ltd (Utilities) Equity, Since 31 Jul 10 \| POWERGRID	9%	₹511 Cr	19,935,554 ↑ 2,300,000
GAIL (India) Ltd (Utilities) Equity, Since 31 May 24 \| GAIL	8%	₹488 Cr	29,150,000
Bharat Petroleum Corp Ltd (Energy) Equity, Since 31 Aug 24 \| BPCL	6%	₹354 Cr	9,700,000
Bank of Baroda (Financial Services) Equity, Since 31 Aug 24 \| BANKBARODA	6%	₹329 Cr	11,000,000
NMDC Ltd (Basic Materials) Equity, Since 31 Oct 23 \| NMDC	4%	₹227 Cr	27,900,000
Indian Bank (Financial Services) Equity, Since 30 Jun 21 \| INDIANB	4%	₹221 Cr	2,427,235
Oil India Ltd (Energy) Equity, Since 31 Mar 24 \| OIL	3%	₹196 Cr	3,850,000

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

Lower mid AUM (₹1,492 Cr).
Established history (16+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 24.41% (upper mid).
3Y return: 29.76% (upper mid).
1Y return: 26.36% (upper mid).
Alpha: -2.70 (bottom quartile).
Sharpe: 0.53 (upper mid).
Information ratio: -0.50 (bottom quartile).
Top sector: Industrials.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
Largest holding State Bank of India (~9.4%).

Below is the key information for Invesco India PSU Equity Fund

Invesco India PSU Equity Fund Growth
Launch Date	18 Nov 09
NAV (10 Mar 26)	₹66.35 ↑ 0.92 (1.41 %)
Net Assets (Cr)	₹1,492 on 31 Jan 26
Category	Equity - Sectoral
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆☆
Risk	High
Expense Ratio	2.14
Sharpe Ratio	0.53
Information Ratio	-0.5
Alpha Ratio	-2.7
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
28 Feb 21	₹10,000
28 Feb 22	₹11,709
28 Feb 23	₹13,515
29 Feb 24	₹25,468
28 Feb 25	₹22,731
28 Feb 26	₹31,469

Invesco India PSU Equity 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 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 9 Mar 26

Duration	Returns
1 Month	-2.6%
3 Month	4.2%
6 Month	7.6%
1 Year	26.4%
3 Year	29.8%
5 Year	24.4%
10 Year
15 Year
Since launch	12.3%

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	0.59 Yr.
Sagar Gandhi	1 Jul 25	0.59 Yr.

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

Equity Sector Allocation

Sector	Value
Industrials	31.92%
Financial Services	29.89%
Utility	18.15%
Energy	12.64%
Basic Materials	4.19%
Consumer Cyclical	1.08%

Asset Allocation

Asset Class	Value
Cash	2.14%
Equity	97.86%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
State Bank of India (Financial Services) Equity, Since 28 Feb 21 \| SBIN	9%	₹139 Cr	1,294,989 ↓ -92,628
Bharat Electronics Ltd (Industrials) Equity, Since 31 Mar 17 \| BEL	9%	₹135 Cr	2,997,692
Indian Bank (Financial Services) Equity, Since 30 Jun 21 \| INDIANB	7%	₹106 Cr	1,157,444
Bharat Petroleum Corp Ltd (Energy) Equity, Since 30 Sep 18 \| BPCL	7%	₹99 Cr	2,717,009
Hindustan Aeronautics Ltd Ordinary Shares (Industrials) Equity, Since 31 May 22 \| HAL	6%	₹87 Cr	187,643 ↓ -8,515
NTPC Green Energy Ltd (Utilities) Equity, Since 30 Nov 24 \| NTPCGREEN	5%	₹79 Cr	9,129,820
Dredging Corp of India Ltd (Industrials) Equity, Since 31 Jul 25 \| DREDGECORP	5%	₹73 Cr	646,300
Bharat Dynamics Ltd Ordinary Shares (Industrials) Equity, Since 31 May 22 \| BDL	5%	₹69 Cr	445,685
Bank of Baroda (Financial Services) Equity, Since 30 Jun 21 \| BANKBARODA	5%	₹67 Cr	2,244,222
NTPC Ltd (Utilities) Equity, Since 31 May 19 \| NTPC	4%	₹64 Cr	1,801,543

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 (₹946 Cr).
Established history (18+ yrs).
Not Rated.
Risk profile: High.
5Y return: 22.38% (lower mid).
3Y return: 27.43% (lower mid).
1Y return: 18.73% (lower mid).
Alpha: -6.08 (bottom quartile).
Sharpe: 0.03 (lower mid).
Information ratio: 0.29 (top quartile).
Higher exposure to Industrials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
Largest holding Tata Motors Ltd (~5.1%).

Below is the key information for LIC MF Infrastructure Fund

LIC MF Infrastructure Fund Growth
Launch Date	29 Feb 08
NAV (10 Mar 26)	₹48.8886 ↑ 0.85 (1.76 %)
Net Assets (Cr)	₹946 on 31 Jan 26
Category	Equity - Sectoral
AMC	LIC Mutual Fund Asset Mgmt Co Ltd
Rating	Not Rated
Risk	High
Expense Ratio	2.21
Sharpe Ratio	0.03
Information Ratio	0.29
Alpha Ratio	-6.08
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
28 Feb 21	₹10,000
28 Feb 22	₹12,622
28 Feb 23	₹13,475
29 Feb 24	₹21,758
28 Feb 25	₹22,556
28 Feb 26	₹29,283

LIC MF Infrastructure Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691 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 9 Mar 26

Duration	Returns
1 Month	-3.4%
3 Month	2.1%
6 Month	-0.9%
1 Year	18.7%
3 Year	27.4%
5 Year	22.4%
10 Year
15 Year
Since launch	9.2%

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
Yogesh Patil	18 Sep 20	5.38 Yr.
Mahesh Bendre	1 Jul 24	1.59 Yr.

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

Equity Sector Allocation

Sector	Value
Industrials	48.01%
Consumer Cyclical	14.5%
Basic Materials	9.34%
Financial Services	6.56%
Utility	6.33%
Technology	3.72%
Real Estate	3.47%
Health Care	3.21%
Communication Services	2.91%

Asset Allocation

Asset Class	Value
Cash	1.95%
Equity	98.05%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Tata Motors Ltd (Consumer Cyclical) Equity, Since 31 Oct 25 \| TMCV	5%	₹48 Cr	1,051,964 ↓ -36,431
Shakti Pumps (India) Ltd (Industrials) Equity, Since 31 Mar 24 \| SHAKTIPUMP	5%	₹43 Cr	686,379
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Apr 09 \| LT	5%	₹43 Cr	108,403
REC Ltd (Financial Services) Equity, Since 31 Jul 23 \| RECLTD	3%	₹33 Cr	901,191
Apollo Hospitals Enterprise Ltd (Healthcare) Equity, Since 30 Jun 25 \| APOLLOHOSP	3%	₹30 Cr	43,674
Garware Hi-Tech Films Ltd (Basic Materials) Equity, Since 31 Aug 23 \| 500655	3%	₹28 Cr	93,271
Schneider Electric Infrastructure Ltd (Industrials) Equity, Since 31 Dec 23 \| SCHNEIDER	3%	₹26 Cr	377,034 ↑ 61,173
Bharat Bijlee Ltd (Industrials) Equity, Since 31 Jul 22 \| BBL	3%	₹26 Cr	92,624
Avalon Technologies Ltd (Technology) Equity, Since 31 Jul 23 \| AVALON	3%	₹25 Cr	289,118
Mahindra Lifespace Developers Ltd (Real Estate) Equity, Since 30 Jun 24 \| MAHLIFE	3%	₹24 Cr	659,065

5. UTI Healthcare Fund

(Erstwhile UTI Pharma & Healthcare Fund)

The Investment objective of the Scheme is capital appreciation through investments in equities and equity related instruments of the Pharma & Healthcare sectors.

Research Highlights for UTI Healthcare Fund

Bottom quartile AUM (₹1,055 Cr).
Oldest track record among peers (26 yrs).
Rating: 1★ (bottom quartile).
Risk profile: High.
5Y return: 15.27% (bottom quartile).
3Y return: 25.78% (lower mid).
1Y return: 10.43% (bottom quartile).
Alpha: 0.48 (upper mid).
Sharpe: -0.28 (bottom quartile).
Information ratio: 0.00 (upper mid).
Higher exposure to Health Care vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~99%).
Largest holding Sun Pharmaceuticals Industries Ltd (~9.1%).

Below is the key information for UTI Healthcare Fund

UTI Healthcare Fund Growth
Launch Date	28 Jun 99
NAV (10 Mar 26)	₹282.415 ↑ 4.38 (1.58 %)
Net Assets (Cr)	₹1,055 on 31 Jan 26
Category	Equity - Sectoral
AMC	UTI Asset Management Company Ltd
Rating	☆
Risk	High
Expense Ratio	2.26
Sharpe Ratio	-0.29
Information Ratio	0
Alpha Ratio	0.48
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
28 Feb 21	₹10,000
28 Feb 22	₹11,103
28 Feb 23	₹10,525
29 Feb 24	₹16,576
28 Feb 25	₹18,397
28 Feb 26	₹21,110

UTI Healthcare Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579 Invest Now

Returns for UTI Healthcare Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Mar 26

Duration	Returns
1 Month	0.6%
3 Month	-0.8%
6 Month	-4.3%
1 Year	10.4%
3 Year	25.8%
5 Year	15.3%
10 Year
15 Year
Since launch	14.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	-3.1%
2023	42.9%
2022	38.2%
2021	-12.3%
2020	19.1%
2019	67.4%
2018	1.2%
2017	-7.5%
2016	6.2%
2015	-9.7%

Fund Manager information for UTI Healthcare Fund

Name	Since	Tenure
Kamal Gada	2 May 22	3.76 Yr.

Data below for UTI Healthcare Fund as on 31 Jan 26

Equity Sector Allocation

Sector	Value
Health Care	97.64%
Basic Materials	1.15%

Asset Allocation

Asset Class	Value
Cash	1.21%
Equity	98.79%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 31 Oct 06 \| SUNPHARMA	9%	₹96 Cr	600,000
Ajanta Pharma Ltd (Healthcare) Equity, Since 31 Jul 17 \| AJANTPHARM	7%	₹77 Cr	276,882 ↓ -8,118
Lupin Ltd (Healthcare) Equity, Since 28 Feb 25 \| LUPIN	6%	₹64 Cr	294,991
Glenmark Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Mar 24 \| GLENMARK	4%	₹44 Cr	220,000
Gland Pharma Ltd (Healthcare) Equity, Since 30 Nov 20 \| GLAND	4%	₹42 Cr	227,578 ↓ -2,422
Alkem Laboratories Ltd (Healthcare) Equity, Since 31 May 21 \| ALKEM	4%	₹39 Cr	68,000
Apollo Hospitals Enterprise Ltd (Healthcare) Equity, Since 30 Apr 21 \| APOLLOHOSP	3%	₹37 Cr	53,000
Dr Reddy's Laboratories Ltd (Healthcare) Equity, Since 28 Feb 18 \| DRREDDY	3%	₹36 Cr	299,461
Procter & Gamble Health Ltd (Healthcare) Equity, Since 31 Dec 20 \| PGHL	3%	₹32 Cr	60,000 ↓ -6,803
Jupiter Life Line Hospitals Ltd (Healthcare) Equity, Since 30 Sep 23 \| JLHL	3%	₹31 Cr	226,961 ↓ -11

6. 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

Upper mid AUM (₹3,003 Cr).
Established history (16+ yrs).
Top rated.
Risk profile: High.
5Y return: 22.19% (lower mid).
3Y return: 25.68% (bottom quartile).
1Y return: 17.27% (lower mid).
Alpha: 0.00 (lower mid).
Sharpe: 0.21 (lower mid).
Information ratio: 0.00 (upper mid).
Top sector: Industrials.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding Larsen & Toubro Ltd (~8.7%).

Below is the key information for Franklin Build India Fund

Franklin Build India Fund Growth
Launch Date	4 Sep 09
NAV (10 Mar 26)	₹141.752 ↑ 1.34 (0.95 %)
Net Assets (Cr)	₹3,003 on 31 Jan 26
Category	Equity - Sectoral
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	2.01
Sharpe Ratio	0.21
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
28 Feb 21	₹10,000
28 Feb 22	₹12,098
28 Feb 23	₹13,800
29 Feb 24	₹23,698
28 Feb 25	₹23,292
28 Feb 26	₹29,368

Franklin Build India Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691 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 9 Mar 26

Duration	Returns
1 Month	-4.5%
3 Month	1.3%
6 Month	1.1%
1 Year	17.3%
3 Year	25.7%
5 Year	22.2%
10 Year
15 Year
Since launch	17.4%

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	4.29 Yr.
Kiran Sebastian	7 Feb 22	3.99 Yr.
Sandeep Manam	18 Oct 21	4.29 Yr.

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

Equity Sector Allocation

Sector	Value
Industrials	33.81%
Financial Services	16.07%
Utility	14.48%
Energy	13.67%
Communication Services	8.08%
Basic Materials	5.58%
Real Estate	2.64%
Consumer Cyclical	1.25%
Technology	1.16%

Asset Allocation

Asset Class	Value
Cash	3.26%
Equity	96.74%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 20 \| LT	9%	₹261 Cr	665,000
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 30 Jun 19 \| ONGC	6%	₹184 Cr	6,825,000
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 21 \| RELIANCE	6%	₹176 Cr	1,260,000 ↑ 60,000
InterGlobe Aviation Ltd (Industrials) Equity, Since 29 Feb 20 \| INDIGO	5%	₹161 Cr	350,000 ↑ 24,659
NTPC Ltd (Utilities) Equity, Since 30 Nov 16 \| NTPC	5%	₹142 Cr	3,978,727 ↓ -371,273
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Sep 09 \| BHARTIARTL	5%	₹140 Cr	710,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 25 \| HDFCBANK	5%	₹139 Cr	1,500,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 12 \| AXISBANK	5%	₹137 Cr	1,000,000
State Bank of India (Financial Services) Equity, Since 31 Jul 14 \| SBIN	4%	₹108 Cr	1,000,000
REC Ltd (Financial Services) Equity, Since 30 Sep 25 \| RECLTD	3%	₹98 Cr	2,700,000 ↑ 400,000

7. SBI Healthcare Opportunities Fund

(Erstwhile SBI Pharma Fund)

To provide the investors maximum growth opportunity through equity investments in stocks of growth oriented sectors of the economy.

Research Highlights for SBI Healthcare Opportunities Fund

Upper mid AUM (₹3,823 Cr).
Established history (21+ yrs).
Rating: 2★ (lower mid).
Risk profile: High.
5Y return: 17.06% (bottom quartile).
3Y return: 25.47% (bottom quartile).
1Y return: 6.90% (bottom quartile).
Alpha: -2.03 (lower mid).
Sharpe: -0.46 (bottom quartile).
Information ratio: -0.15 (lower mid).
Top sector: Health Care.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~99%).
High-quality debt (AAA/AA ~100%).
Largest holding Sun Pharmaceuticals Industries Ltd (~10.0%).

Below is the key information for SBI Healthcare Opportunities Fund

SBI Healthcare Opportunities Fund Growth
Launch Date	31 Dec 04
NAV (09 Mar 26)	₹424.678 ↓ -4.01 (-0.94 %)
Net Assets (Cr)	₹3,823 on 31 Jan 26
Category	Equity - Sectoral
AMC	SBI Funds Management Private Limited
Rating	☆☆
Risk	High
Expense Ratio	1.97
Sharpe Ratio	-0.47
Information Ratio	-0.15
Alpha Ratio	-2.03
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-15 Days (0.5%),15 Days and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
28 Feb 21	₹10,000
28 Feb 22	₹11,124
28 Feb 23	₹11,119
29 Feb 24	₹17,867
28 Feb 25	₹19,943
28 Feb 26	₹22,473

SBI Healthcare Opportunities Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 Invest Now

Returns for SBI Healthcare Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Mar 26

Duration	Returns
1 Month	2%
3 Month	0.4%
6 Month	-2%
1 Year	6.9%
3 Year	25.5%
5 Year	17.1%
10 Year
15 Year
Since launch	15%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	-3.5%
2023	42.2%
2022	38.2%
2021	-6%
2020	20.1%
2019	65.8%
2018	-0.5%
2017	-9.9%
2016	2.1%
2015	-14%

Fund Manager information for SBI Healthcare Opportunities Fund

Name	Since	Tenure
Tanmaya Desai	1 Jun 11	14.68 Yr.

Data below for SBI Healthcare Opportunities Fund as on 31 Jan 26

Equity Sector Allocation

Sector	Value
Health Care	90.37%
Basic Materials	8.17%

Asset Allocation

Asset Class	Value
Cash	1.38%
Equity	98.55%
Debt	0.08%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 31 Dec 17 \| SUNPHARMA	10%	₹383 Cr	2,400,000 ↓ -300,000
Divi's Laboratories Ltd (Healthcare) Equity, Since 31 Mar 12 \| DIVISLAB	7%	₹266 Cr	440,000
Apollo Hospitals Enterprise Ltd (Healthcare) Equity, Since 31 Jan 26 \| APOLLOHOSP	5%	₹209 Cr	300,000 ↑ 300,000
Max Healthcare Institute Ltd Ordinary Shares (Healthcare) Equity, Since 31 Mar 21 \| MAXHEALTH	5%	₹191 Cr	2,000,000
Lupin Ltd (Healthcare) Equity, Since 31 Aug 23 \| LUPIN	5%	₹181 Cr	840,000
Acutaas Chemicals Ltd (Basic Materials) Equity, Since 30 Jun 24 \| 543349	5%	₹172 Cr	900,000
Torrent Pharmaceuticals Ltd (Healthcare) Equity, Since 30 Jun 21 \| TORNTPHARM	4%	₹158 Cr	400,000
Aether Industries Ltd (Basic Materials) Equity, Since 31 May 22 \| 543534	4%	₹140 Cr	1,400,000
Biocon Ltd (Healthcare) Equity, Since 30 Nov 24 \| BIOCON	4%	₹138 Cr	3,750,000 ↑ 550,000
Aster DM Healthcare Ltd Ordinary Shares (Healthcare) Equity, Since 31 Mar 24 \| ASTERDM	3%	₹133 Cr	2,400,000 ↑ 400,000

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