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.
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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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 (%) ICICI Prudential Banking and Financial Services Fund Growth ₹133.16
↑ 0.33 ₹10,088 2.2 12.2 12.8 15.7 21.3 11.6 Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹59.81
↑ 0.23 ₹3,625 1.1 13.1 10.5 15.5 21.1 8.7 Sundaram Rural and Consumption Fund Growth ₹96.8754
↑ 0.03 ₹1,596 1.9 6.3 0.9 16 19.1 20.1 Franklin Build India Fund Growth ₹139.76
↓ -0.23 ₹2,968 3.7 13.8 -0.6 28.1 32.4 27.8 DSP Natural Resources and New Energy Fund Growth ₹88.821
↑ 0.52 ₹1,316 3.6 10.7 -4.2 18.9 23.9 13.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Aug 25 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Banking and Financial Services Fund Aditya Birla Sun Life Banking And Financial Services Fund Sundaram Rural and Consumption Fund Franklin Build India Fund DSP Natural Resources and New Energy Fund Point 1 Highest AUM (₹10,088 Cr). Upper mid AUM (₹3,625 Cr). Bottom quartile AUM (₹1,596 Cr). Lower mid AUM (₹2,968 Cr). Bottom quartile AUM (₹1,316 Cr). Point 2 Established history (16+ yrs). Established history (11+ yrs). Oldest track record among peers (19 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: Moderately High. Risk profile: High. Risk profile: High. Point 5 5Y return: 21.29% (lower mid). 5Y return: 21.13% (bottom quartile). 5Y return: 19.07% (bottom quartile). 5Y return: 32.44% (top quartile). 5Y return: 23.88% (upper mid). Point 6 3Y return: 15.70% (bottom quartile). 3Y return: 15.53% (bottom quartile). 3Y return: 15.96% (lower mid). 3Y return: 28.15% (top quartile). 3Y return: 18.89% (upper mid). Point 7 1Y return: 12.84% (top quartile). 1Y return: 10.54% (upper mid). 1Y return: 0.90% (lower mid). 1Y return: -0.60% (bottom quartile). 1Y return: -4.21% (bottom quartile). Point 8 Alpha: -0.92 (bottom quartile). Alpha: -6.15 (bottom quartile). Alpha: 0.89 (top quartile). Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Point 9 Sharpe: 0.72 (top quartile). Sharpe: 0.38 (upper mid). Sharpe: 0.17 (lower mid). Sharpe: -0.29 (bottom quartile). Sharpe: -0.48 (bottom quartile). Point 10 Information ratio: 0.11 (upper mid). Information ratio: 0.35 (top quartile). Information ratio: 0.07 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). ICICI Prudential Banking and Financial Services Fund
Aditya Birla Sun Life Banking And Financial Services Fund
Sundaram Rural and Consumption Fund
Franklin Build India Fund
DSP Natural Resources and New Energy Fund
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 ₹83.4583
↓ -0.14 ₹5,134 4.2 12.2 -2.9 18 24.6 21.5 SBI Small Cap Fund Growth ₹168.91
↑ 0.42 ₹35,696 3.5 8.4 -5.1 15.3 24.8 24.1 Kotak Emerging Equity Scheme Growth ₹134.765
↓ -0.06 ₹57,102 8.5 15.4 4.9 21.5 28 33.6 Sundaram Mid Cap Fund Growth ₹1,367.88
↓ -2.60 ₹12,818 5.6 13.3 4.2 23 26.8 32 HDFC Small Cap Fund Growth ₹138.713
↓ -0.83 ₹35,781 9.4 14.4 3.6 24.1 30.9 20.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Aug 25 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 HDFC Small Cap Fund Point 1 Bottom quartile AUM (₹5,134 Cr). Lower mid AUM (₹35,696 Cr). Highest AUM (₹57,102 Cr). Bottom quartile AUM (₹12,818 Cr). Upper mid AUM (₹35,781 Cr). Point 2 Established history (18+ yrs). Established history (15+ yrs). Established history (18+ yrs). Oldest track record among peers (23 yrs). Established history (17+ 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: 24.61% (bottom quartile). 5Y return: 24.77% (bottom quartile). 5Y return: 28.03% (upper mid). 5Y return: 26.75% (lower mid). 5Y return: 30.93% (top quartile). Point 6 3Y return: 17.96% (bottom quartile). 3Y return: 15.34% (bottom quartile). 3Y return: 21.45% (lower mid). 3Y return: 23.04% (upper mid). 3Y return: 24.15% (top quartile). Point 7 1Y return: -2.88% (bottom quartile). 1Y return: -5.14% (bottom quartile). 1Y return: 4.94% (top quartile). 1Y return: 4.24% (upper mid). 1Y return: 3.55% (lower mid). Point 8 Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 2.01 (upper mid). Alpha: 2.82 (top quartile). Alpha: 0.00 (bottom quartile). Point 9 Sharpe: -0.12 (bottom quartile). Sharpe: -0.24 (bottom quartile). Sharpe: 0.16 (upper mid). Sharpe: 0.20 (top quartile). Sharpe: 0.07 (lower mid). Point 10 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: -0.52 (bottom quartile). Information ratio: -0.14 (bottom quartile). Information ratio: 0.00 (lower mid). Aditya Birla Sun Life Small Cap Fund
SBI Small Cap Fund
Kotak Emerging Equity Scheme
Sundaram Mid Cap Fund
HDFC Small Cap Fund
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 (%) Nippon India Large Cap Fund Growth ₹90.0996
↓ -0.02 ₹43,829 3.4 10.8 4.6 19.2 23.8 18.2 ICICI Prudential Bluechip Fund Growth ₹109.53
↑ 0.10 ₹72,336 2 8.8 3.8 17.7 21.3 16.9 SBI Bluechip Fund Growth ₹91.1033
↑ 0.08 ₹53,959 1.2 7.8 3.3 13.7 18.4 12.5 Aditya Birla Sun Life Frontline Equity Fund Growth ₹520.81
↑ 0.39 ₹30,927 1.6 9 2.8 14.8 19.2 15.6 Indiabulls Blue Chip Fund Growth ₹42.47
↑ 0.06 ₹130 3.4 9.8 1 13.4 15.9 12.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Aug 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Nippon India Large Cap Fund ICICI Prudential Bluechip Fund SBI Bluechip Fund Aditya Birla Sun Life Frontline Equity Fund Indiabulls Blue Chip Fund Point 1 Lower mid AUM (₹43,829 Cr). Highest AUM (₹72,336 Cr). Upper mid AUM (₹53,959 Cr). Bottom quartile AUM (₹30,927 Cr). Bottom quartile AUM (₹130 Cr). Point 2 Established history (18+ yrs). Established history (17+ yrs). Established history (19+ yrs). Oldest track record among peers (22 yrs). Established history (13+ 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: 23.81% (top quartile). 5Y return: 21.35% (upper mid). 5Y return: 18.41% (bottom quartile). 5Y return: 19.22% (lower mid). 5Y return: 15.92% (bottom quartile). Point 6 3Y return: 19.20% (top quartile). 3Y return: 17.75% (upper mid). 3Y return: 13.68% (bottom quartile). 3Y return: 14.81% (lower mid). 3Y return: 13.38% (bottom quartile). Point 7 1Y return: 4.56% (top quartile). 1Y return: 3.79% (upper mid). 1Y return: 3.33% (lower mid). 1Y return: 2.76% (bottom quartile). 1Y return: 0.95% (bottom quartile). Point 8 Alpha: 0.12 (bottom quartile). Alpha: 1.93 (top quartile). Alpha: 0.49 (lower mid). Alpha: 1.51 (upper mid). Alpha: -3.92 (bottom quartile). Point 9 Sharpe: 0.07 (bottom quartile). Sharpe: 0.14 (top quartile). Sharpe: 0.10 (lower mid). Sharpe: 0.11 (upper mid). Sharpe: -0.26 (bottom quartile). Point 10 Information ratio: 1.85 (top quartile). Information ratio: 1.10 (upper mid). Information ratio: -0.38 (bottom quartile). Information ratio: 0.63 (lower mid). Information ratio: -0.17 (bottom quartile). Nippon India Large Cap Fund
ICICI Prudential Bluechip Fund
SBI Bluechip Fund
Aditya Birla Sun Life Frontline Equity Fund
Indiabulls Blue Chip Fund
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.
"The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of MLIIF - WGF. The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or units of money market/liquid schemes of DSP Merrill Lynch Mutual Fund, in order to meet liquidity requirements from time to time. However, there is no assurance that the investment objective of the Scheme will be realized." Below is the key information for DSP World Gold Fund Returns up to 1 year are on The objective of the scheme would be to provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme through an active management of investments in a diversified basket of equity stocks of domestic Public Sector Undertakings and in debt and money market instruments issued by PSUs AND others. Research Highlights for SBI PSU Fund Below is the key information for SBI PSU Fund Returns up to 1 year are on 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 Below is the key information for Invesco India PSU Equity Fund Returns up to 1 year are on To generate capital appreciation and income distribution to unit holders by investing predominantly in equity/equity related securities of the companies belonging to the infrastructure development and balance in debt securities and money market instruments. Research Highlights for ICICI Prudential Infrastructure Fund Below is the key information for ICICI Prudential Infrastructure Fund Returns up to 1 year are on To seek long-term capital appreciation by investing predominantly in equity and equity related securities of companies engaged in or expected to benefit from growth and development of infrastructure. Research Highlights for HDFC Infrastructure Fund Below is the key information for HDFC Infrastructure Fund Returns up to 1 year are on The investment objective of Franklin India Opportunities Fund (FIOF) is to generate capital appreciation by capitalizing on the long-term growth opportunities in the Indian economy. Research Highlights for Franklin India Opportunities Fund Below is the key information for Franklin India Opportunities Fund Returns up to 1 year are on (Erstwhile Reliance Diversified Power Sector Fund) The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies in the power sector. Research Highlights for Nippon India Power and Infra Fund Below is the key information for Nippon India Power and Infra Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Motilal Oswal Multicap 35 Fund Growth ₹60.6801
↑ 0.33 ₹13,894 1.4 8.3 7.2 22.3 18.8 45.7 Kotak Standard Multicap Fund Growth ₹83.755
↓ -0.08 ₹54,841 3.1 12.2 4.5 16.3 19.2 16.5 Mirae Asset India Equity Fund Growth ₹111.498
↑ 0.06 ₹40,725 2.2 8.7 3.7 12.2 16.7 12.7 BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01 ₹588 -4.6 -2.6 19.3 17.3 13.6 Bandhan Focused Equity Fund Growth ₹87.036
↓ -0.12 ₹1,947 5.1 8.5 9.5 17.7 17.7 30.3 Aditya Birla Sun Life Equity Fund Growth ₹1,765.44
↑ 1.49 ₹23,606 2 9.7 4.7 16.4 19.9 18.5 SBI Magnum Multicap Fund Growth ₹106.625
↑ 0.36 ₹22,500 1.3 4.5 -0.7 12 17.8 14.2 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Aug 25 Research Highlights & Commentary of 7 Funds showcased
Commentary Motilal Oswal Multicap 35 Fund Kotak Standard Multicap Fund Mirae Asset India Equity Fund BNP Paribas Multi Cap Fund Bandhan Focused Equity Fund Aditya Birla Sun Life Equity Fund SBI Magnum Multicap Fund Point 1 Lower mid AUM (₹13,894 Cr). Highest AUM (₹54,841 Cr). Upper mid AUM (₹40,725 Cr). Bottom quartile AUM (₹588 Cr). Bottom quartile AUM (₹1,947 Cr). Upper mid AUM (₹23,606 Cr). Lower mid AUM (₹22,500 Cr). Point 2 Established history (11+ yrs). Established history (15+ yrs). Established history (17+ yrs). Established history (19+ yrs). Established history (19+ yrs). Oldest track record among peers (26 yrs). Established history (19+ 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: 18.78% (upper mid). 5Y return: 19.16% (upper mid). 5Y return: 16.71% (bottom quartile). 5Y return: 13.57% (bottom quartile). 5Y return: 17.70% (lower mid). 5Y return: 19.95% (top quartile). 5Y return: 17.76% (lower mid). Point 6 3Y return: 22.33% (top quartile). 3Y return: 16.34% (lower mid). 3Y return: 12.21% (bottom quartile). 3Y return: 17.28% (upper mid). 3Y return: 17.66% (upper mid). 3Y return: 16.40% (lower mid). 3Y return: 12.02% (bottom quartile). Point 7 1Y return: 7.25% (upper mid). 1Y return: 4.46% (lower mid). 1Y return: 3.66% (bottom quartile). 1Y return: 19.34% (top quartile). 1Y return: 9.53% (upper mid). 1Y return: 4.71% (lower mid). 1Y return: -0.69% (bottom quartile). Point 8 Alpha: 8.72 (top quartile). Alpha: 1.33 (lower mid). Alpha: 1.62 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 5.67 (upper mid). Alpha: 3.15 (upper mid). Alpha: -2.60 (bottom quartile). Point 9 Sharpe: 0.42 (upper mid). Sharpe: 0.10 (bottom quartile). Sharpe: 0.12 (lower mid). Sharpe: 2.86 (top quartile). Sharpe: 0.33 (upper mid). Sharpe: 0.22 (lower mid). Sharpe: -0.22 (bottom quartile). Point 10 Information ratio: 0.73 (top quartile). Information ratio: 0.21 (upper mid). Information ratio: -0.70 (bottom quartile). Information ratio: 0.00 (lower mid). Information ratio: 0.18 (upper mid). Information ratio: 0.09 (lower mid). Information ratio: -1.26 (bottom quartile). Motilal Oswal Multicap 35 Fund
Kotak Standard Multicap Fund
Mirae Asset India Equity Fund
BNP Paribas Multi Cap Fund
Bandhan Focused Equity Fund
Aditya Birla Sun Life Equity Fund
SBI Magnum Multicap Fund
1. DSP World Gold Fund
DSP World Gold Fund
Growth Launch Date 14 Sep 07 NAV (13 Aug 25) ₹34.2065 ↑ 0.24 (0.71 %) Net Assets (Cr) ₹1,202 on 30 Jun 25 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk High Expense Ratio 1.35 Sharpe Ratio 1.8 Information Ratio -0.35 Alpha Ratio 1.97 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 Returns for DSP World Gold Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 13 Aug 25 Duration Returns 1 Month 12.2% 3 Month 27.3% 6 Month 38.2% 1 Year 64.7% 3 Year 33.1% 5 Year 9.6% 10 Year 15 Year Since launch 7.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 15.9% 2023 7% 2022 -7.7% 2021 -9% 2020 31.4% 2019 35.1% 2018 -10.7% 2017 -4% 2016 52.7% 2015 -18.5% Fund Manager information for DSP World Gold Fund
Name Since Tenure Data below for DSP World Gold Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. SBI PSU Fund
SBI PSU Fund
Growth Launch Date 7 Jul 10 NAV (14 Aug 25) ₹31.1848 ↓ -0.14 (-0.44 %) Net Assets (Cr) ₹5,427 on 30 Jun 25 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆ Risk High Expense Ratio 2.3 Sharpe Ratio -0.23 Information Ratio -0.28 Alpha Ratio 0.6 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 Returns for SBI PSU Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 13 Aug 25 Duration Returns 1 Month -2.5% 3 Month 1.7% 6 Month 12.5% 1 Year -5.9% 3 Year 31.3% 5 Year 29.6% 10 Year 15 Year Since launch 7.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 23.5% 2023 54% 2022 29% 2021 32.4% 2020 -10% 2019 6% 2018 -23.8% 2017 21.9% 2016 16.2% 2015 -11.1% Fund Manager information for SBI PSU Fund
Name Since Tenure Data below for SBI PSU Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. Invesco India PSU Equity Fund
Invesco India PSU Equity Fund
Growth Launch Date 18 Nov 09 NAV (14 Aug 25) ₹61.97 ↓ -0.28 (-0.45 %) Net Assets (Cr) ₹1,439 on 30 Jun 25 Category Equity - Sectoral AMC Invesco Asset Management (India) Private Ltd Rating ☆☆☆ Risk High Expense Ratio 2.39 Sharpe Ratio -0.23 Information Ratio -0.15 Alpha Ratio 0.81 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 Returns for Invesco India PSU Equity Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 13 Aug 25 Duration Returns 1 Month -4.4% 3 Month 3.1% 6 Month 16.9% 1 Year -5.7% 3 Year 30.9% 5 Year 27.4% 10 Year 15 Year Since launch 12.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 25.6% 2023 54.5% 2022 20.5% 2021 31.1% 2020 6.1% 2019 10.1% 2018 -16.9% 2017 24.3% 2016 17.9% 2015 2.5% Fund Manager information for Invesco India PSU Equity Fund
Name Since Tenure Data below for Invesco India PSU Equity Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. ICICI Prudential Infrastructure Fund
ICICI Prudential Infrastructure Fund
Growth Launch Date 31 Aug 05 NAV (14 Aug 25) ₹192.21 ↓ -0.79 (-0.41 %) Net Assets (Cr) ₹8,043 on 30 Jun 25 Category Equity - Sectoral AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk High Expense Ratio 2.22 Sharpe Ratio 0.01 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for ICICI Prudential Infrastructure Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 13 Aug 25 Duration Returns 1 Month -2.6% 3 Month 3.9% 6 Month 13.3% 1 Year 2.8% 3 Year 29.4% 5 Year 35.4% 10 Year 15 Year Since launch 16% Historical performance (Yearly) on absolute basis
Year Returns 2024 27.4% 2023 44.6% 2022 28.8% 2021 50.1% 2020 3.6% 2019 2.6% 2018 -14% 2017 40.8% 2016 2% 2015 -3.4% Fund Manager information for ICICI Prudential Infrastructure Fund
Name Since Tenure Data below for ICICI Prudential Infrastructure Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. HDFC Infrastructure Fund
HDFC Infrastructure Fund
Growth Launch Date 10 Mar 08 NAV (14 Aug 25) ₹47.138 ↓ -0.07 (-0.14 %) Net Assets (Cr) ₹2,591 on 30 Jun 25 Category Equity - Sectoral AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk High Expense Ratio 2.31 Sharpe Ratio -0.23 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for HDFC Infrastructure Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 13 Aug 25 Duration Returns 1 Month -1.6% 3 Month 3.1% 6 Month 13.6% 1 Year -1.4% 3 Year 29.4% 5 Year 33.1% 10 Year 15 Year Since launch Historical performance (Yearly) on absolute basis
Year Returns 2024 23% 2023 55.4% 2022 19.3% 2021 43.2% 2020 -7.5% 2019 -3.4% 2018 -29% 2017 43.3% 2016 -1.9% 2015 -2.5% Fund Manager information for HDFC Infrastructure Fund
Name Since Tenure Data below for HDFC Infrastructure Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. Franklin India Opportunities Fund
Franklin India Opportunities Fund
Growth Launch Date 21 Feb 00 NAV (13 Aug 25) ₹249.772 ↑ 1.53 (0.62 %) Net Assets (Cr) ₹7,200 on 30 Jun 25 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.12 Sharpe Ratio -0.09 Information Ratio 1.71 Alpha Ratio -1.73 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 Returns for Franklin India Opportunities Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 13 Aug 25 Duration Returns 1 Month -1.4% 3 Month 3.5% 6 Month 10.1% 1 Year 2.1% 3 Year 29% 5 Year 28.9% 10 Year 15 Year Since launch 13.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 37.3% 2023 53.6% 2022 -1.9% 2021 29.7% 2020 27.3% 2019 5.4% 2018 -10.1% 2017 35.6% 2016 4.2% 2015 2.3% Fund Manager information for Franklin India Opportunities Fund
Name Since Tenure Data below for Franklin India Opportunities Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. Nippon India Power and Infra Fund
Nippon India Power and Infra Fund
Growth Launch Date 8 May 04 NAV (14 Aug 25) ₹337.94 ↓ -1.07 (-0.31 %) Net Assets (Cr) ₹7,620 on 30 Jun 25 Category Equity - Sectoral AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 2.05 Sharpe Ratio -0.41 Information Ratio 1.16 Alpha Ratio -7.82 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 Returns for Nippon India Power and Infra Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 13 Aug 25 Duration Returns 1 Month -3.1% 3 Month 2.2% 6 Month 12.7% 1 Year -5.9% 3 Year 29% 5 Year 30% 10 Year 15 Year Since launch 18% Historical performance (Yearly) on absolute basis
Year Returns 2024 26.9% 2023 58% 2022 10.9% 2021 48.9% 2020 10.8% 2019 -2.9% 2018 -21.1% 2017 61.7% 2016 0.1% 2015 0.3% Fund Manager information for Nippon India Power and Infra Fund
Name Since Tenure Data below for Nippon India Power and Infra Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
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ದಾಖಲೆಗಳನ್ನು ಅಪ್ಲೋಡ್ ಮಾಡಿ (PAN, ಆಧಾರ್, ಇತ್ಯಾದಿ).ಮತ್ತು, ನೀವು ಹೂಡಿಕೆ ಮಾಡಲು ಸಿದ್ಧರಿದ್ದೀರಿ!
Research Highlights for DSP World Gold Fund