Table of Contents
2022 ರಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು ಉತ್ತಮ ಮಲ್ಟಿಕ್ಯಾಪ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು
ವೈವಿಧ್ಯಮಯ ಮಲ್ಟಿಕ್ಯಾಪ್ ನಿಧಿಗಳು ಅಥವಾ ಹೆಚ್ಚು ಸರಿಯಾಗಿ ವೈವಿಧ್ಯಗೊಳಿಸಲಾಗಿದೆಇಕ್ವಿಟಿ ಫಂಡ್ಗಳು ಈಕ್ವಿಟಿ ಫಂಡ್‌ಗಳ ವರ್ಗವಾಗಿದೆ. ಹೆಚ್ಚಿನ ಹೂಡಿಕೆದಾರರು-ಅಪಾಯದ ಹಸಿವು ಈಕ್ವಿಟಿಗಳಲ್ಲಿ ಮಾನ್ಯತೆ ಪಡೆಯಲು ಬಯಸುವವರು ಸಾಮಾನ್ಯವಾಗಿ ಕಡೆಗೆ ಒಲವು ತೋರುತ್ತಾರೆಹೂಡಿಕೆ ವೈವಿಧ್ಯಮಯ ಮಲ್ಟಿಕ್ಯಾಪ್ ಫಂಡ್‌ಗಳಲ್ಲಿ.
ವೈವಿಧ್ಯಮಯ ಮಲ್ಟಿಕ್ಯಾಪ್ ಫಂಡ್‌ಗಳಾದ್ಯಂತ ಹೂಡಿಕೆ ಮಾಡಿದಂತೆಮಾರುಕಟ್ಟೆ ಟೋಪಿಗಳು - ದೊಡ್ಡ ಕ್ಯಾಪ್,ಮಿಡ್ ಕ್ಯಾಪ್ &ಸಣ್ಣ ಕ್ಯಾಪ್, ಅವರು ಪೋರ್ಟ್ಫೋಲಿಯೊವನ್ನು ಸಮತೋಲನಗೊಳಿಸುವುದರಲ್ಲಿ ನಿಪುಣರಾಗಿದ್ದಾರೆ. ಅತ್ಯುತ್ತಮ ವೈವಿಧ್ಯಮಯ ಮಲ್ಟಿಕ್ಯಾಪ್ ಇಕ್ವಿಟಿ ಫಂಡ್‌ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವ ಮೂಲಕ, ಹೂಡಿಕೆದಾರರು ಸ್ವಲ್ಪ ಹೆಚ್ಚು ಸ್ಥಿರವಾದ ಆದಾಯವನ್ನು ಗಳಿಸಬಹುದು, ಆದಾಗ್ಯೂ, ಪ್ರಕ್ಷುಬ್ಧ ಮಾರುಕಟ್ಟೆಯ ಪರಿಸ್ಥಿತಿಯಲ್ಲಿ ಅವರು ಷೇರುಗಳ ಚಂಚಲತೆಯಿಂದ ಪ್ರಭಾವಿತರಾಗುತ್ತಾರೆ.
ಉತ್ತಮ ವೈವಿಧ್ಯಮಯ ಮಲ್ಟಿಕ್ಯಾಪ್ ಇಕ್ವಿಟಿ ಫಂಡ್ ಅನ್ನು ಆಯ್ಕೆ ಮಾಡುವ ಪ್ರಕ್ರಿಯೆಯನ್ನು ಸುಲಭಗೊಳಿಸಲು, ನಾವು ಟಾಪ್ 10 ಅತ್ಯುತ್ತಮ ಮಲ್ಟಿ-ಕ್ಯಾಪ್ ಇಕ್ವಿಟಿ ಫಂಡ್‌ಗಳನ್ನು ಪಟ್ಟಿ ಮಾಡಿದ್ದೇವೆ - ಹೂಡಿಕೆದಾರರು ತಮ್ಮ ಹೂಡಿಕೆಯ ಪ್ರಯಾಣದ ಸಮಯದಲ್ಲಿ ಗಣನೆಗೆ ತೆಗೆದುಕೊಳ್ಳಬಹುದು.
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ಟಾಪ್ 10 ಅತ್ಯುತ್ತಮ ಕಾರ್ಯಕ್ಷಮತೆಯ ವೈವಿಧ್ಯಮಯ ಮಲ್ಟಿಕ್ಯಾಪ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು 2022
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Nippon India Multi Cap Fund Growth ₹278.179
↑ 0.77 ₹38,637 6.4 -4.1 6.7 22.4 32.3 25.8 HDFC Equity Fund Growth ₹1,916.67
↓ -3.48 ₹69,639 7.9 2.1 16.5 23 31 23.5 Franklin India Equity Fund Growth ₹1,581.85
↑ 1.43 ₹17,394 5.9 -1.6 9.6 18.5 28.6 21.8 Parag Parikh Long Term Equity Fund Growth ₹80.6926
↑ 0.47 ₹93,441 2.3 1.4 12.6 19.2 28.1 23.9 JM Multicap Fund Growth ₹94.4933
↓ -0.12 ₹5,263 1.4 -8.1 3.9 23.3 27.8 33.3 Mahindra Badhat Yojana Growth ₹33.134
↑ 0.04 ₹4,883 6.3 -3.7 5.3 17.1 27.8 23.4 ICICI Prudential Multicap Fund Growth ₹759.44
↑ 0.48 ₹13,938 4.7 -2.8 9 19.8 27.7 20.7 Baroda Pioneer Multi Cap Fund Growth ₹270.327
↑ 0.29 ₹2,616 3.1 -5.3 6.3 16.9 26.8 31.7 Principal Multi Cap Growth Fund Growth ₹357.092
↓ -0.15 ₹2,615 4.1 -3.4 8.3 14.9 25.5 19.5 Invesco India Multicap Fund Growth ₹123.77
↑ 0.62 ₹3,651 2.9 -5.4 8.8 17.7 25.2 29.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Apr 25 ವೈವಿಧ್ಯಮಯ ಮಲ್ಟಿಕ್ಯಾಪ್ ಮೇಲಿನ AUM/Net ಸ್ವತ್ತುಗಳನ್ನು ಹೊಂದಿರುವ ನಿಧಿಗಳು500 ಕೋಟಿ. ವಿಂಗಡಿಸಲಾಗಿದೆಕಳೆದ 5 ವರ್ಷಗಳ ರಿಟರ್ನ್.
(Erstwhile Reliance Equity Opportunities Fund) The primary investment objective of the scheme is to seek to generate capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity securities & equity related securities and the secondary objective is to generate consistent returns by investing in debt and money market securities. Nippon India Multi Cap Fund is a Equity - Multi Cap fund was launched on 28 Mar 05. It is a fund with Moderately High risk and has given a Below is the key information for Nippon India Multi Cap Fund Returns up to 1 year are on Aims at providing capital appreciation through investments predominantly in equity oriented securities HDFC Equity Fund is a Equity - Multi Cap fund was launched on 1 Jan 95. It is a fund with Moderately High risk and has given a Below is the key information for HDFC Equity Fund Returns up to 1 year are on (Erstwhile Franklin India Prima Plus) The investment objective of Prima Plus is to provide growth of capital plus regular dividend through a diversified portfolio of equities, fixed income securities and money market instruments. Franklin India Equity Fund is a Equity - Multi Cap fund was launched on 29 Sep 94. It is a fund with Moderately High risk and has given a Below is the key information for Franklin India Equity Fund Returns up to 1 year are on (Erstwhile Parag Parikh Long Term Value Fund) The investment objective of the scheme is to seek to generate long-term capital growth from an actively managed portfolio primarily of equity and equity related securities. Parag Parikh Long Term Equity Fund is a Equity - Multi Cap fund was launched on 24 May 13. It is a fund with Moderately High risk and has given a Below is the key information for Parag Parikh Long Term Equity Fund Returns up to 1 year are on (Erstwhile JM Multi Strategy Fund) The investment objective of the Scheme is to provide capital appreciation by investing in equity and equity related securities using a combination of strategies. JM Multicap Fund is a Equity - Multi Cap fund was launched on 23 Sep 08. It is a fund with Moderately High risk and has given a Below is the key information for JM Multicap Fund Returns up to 1 year are on The investment objective of the Scheme is to provide medium to long term capital appreciation through appropriate diversification and taking low risk on business quality. The diversified portfolio would predominantly consist of equity and equity related securities including derivatives. However, there can be no assurance that the investment objective of the Scheme will be achieved. Mahindra Badhat Yojana is a Equity - Multi Cap fund was launched on 11 May 17. It is a fund with Moderately High risk and has given a Below is the key information for Mahindra Badhat Yojana Returns up to 1 year are on To generate capital appreciation through investments in equity and equity related securities in core sectors and associated feeder industries. ICICI Prudential Multicap Fund is a Equity - Multi Cap fund was launched on 1 Oct 94. It is a fund with Moderately High risk and has given a Below is the key information for ICICI Prudential Multicap Fund Returns up to 1 year are on (Erstwhile Baroda Pioneer Growth Fund) To generate long term capital appreciation from an actively managed portfolio of equity & equity related instruments. Baroda Pioneer Multi Cap Fund is a Equity - Multi Cap fund was launched on 12 Sep 03. It is a fund with Moderately High risk and has given a Below is the key information for Baroda Pioneer Multi Cap Fund Returns up to 1 year are on (Erstwhile Principal Growth Fund) The primary investment objective of the scheme is to achieve long-term capital appreciation. Principal Multi Cap Growth Fund is a Equity - Multi Cap fund was launched on 25 Oct 00. It is a fund with Moderately High risk and has given a Below is the key information for Principal Multi Cap Growth Fund Returns up to 1 year are on (Erstwhile Invesco India Mid N Small Cap Fund) The investment objective of the Scheme is to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of mid and small cap companies. Invesco India Multicap Fund is a Equity - Multi Cap fund was launched on 17 Mar 08. It is a fund with Moderately High risk and has given a Below is the key information for Invesco India Multicap Fund Returns up to 1 year are on 1. Nippon India Multi Cap Fund
CAGR/Annualized return of 18% since its launch. Ranked 63 in Multi Cap category. Return for 2024 was 25.8% , 2023 was 38.1% and 2022 was 14.1% . Nippon India Multi Cap Fund
Growth Launch Date 28 Mar 05 NAV (29 Apr 25) ₹278.179 ↑ 0.77 (0.28 %) Net Assets (Cr) ₹38,637 on 31 Mar 25 Category Equity - Multi Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 1.68 Sharpe Ratio 0.25 Information Ratio 1.11 Alpha Ratio 2.93 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 20 ₹10,000 31 Mar 21 ₹17,405 31 Mar 22 ₹23,387 31 Mar 23 ₹25,174 31 Mar 24 ₹37,800 31 Mar 25 ₹41,605 Returns for Nippon India Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Apr 25 Duration Returns 1 Month 3% 3 Month 6.4% 6 Month -4.1% 1 Year 6.7% 3 Year 22.4% 5 Year 32.3% 10 Year 15 Year Since launch 18% Historical performance (Yearly) on absolute basis
Year Returns 2023 25.8% 2022 38.1% 2021 14.1% 2020 48.9% 2019 0% 2018 2.2% 2017 -2.2% 2016 40.9% 2015 -6.7% 2014 0.5% Fund Manager information for Nippon India Multi Cap Fund
Name Since Tenure Sailesh Raj Bhan 31 Mar 05 20.02 Yr. Ashutosh Bhargava 1 Sep 21 3.58 Yr. Kinjal Desai 25 May 18 6.86 Yr. Data below for Nippon India Multi Cap Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 30.99% Consumer Cyclical 19.59% Industrials 17.52% Health Care 6.31% Utility 6.12% Basic Materials 5.58% Technology 3.98% Energy 3.32% Consumer Defensive 2.68% Communication Services 1.52% Real Estate 0.16% Asset Allocation
Asset Class Value Cash 2.23% Equity 97.77% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK6% ₹2,432 Cr 13,300,448 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 15 | 5322154% ₹1,609 Cr 14,599,895 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK4% ₹1,548 Cr 11,481,360
↓ -500,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE3% ₹1,284 Cr 10,068,975
↑ 700,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 22 | 5000343% ₹1,188 Cr 1,328,197
↓ -41,200 NTPC Ltd (Utilities)
Equity, Since 30 Jun 23 | 5325553% ₹1,030 Cr 28,791,467 GE Vernova T&D India Ltd (Industrials)
Equity, Since 31 May 12 | 5222753% ₹1,015 Cr 6,511,517 Linde India Ltd (Basic Materials)
Equity, Since 31 May 13 | 5234572% ₹954 Cr 1,524,539 Max Financial Services Ltd (Financial Services)
Equity, Since 31 Mar 12 | 5002712% ₹918 Cr 8,000,000
↑ 500,000 State Bank of India (Financial Services)
Equity, Since 31 Mar 05 | SBIN2% ₹895 Cr 11,600,000 2. HDFC Equity Fund
CAGR/Annualized return of 18.9% since its launch. Ranked 34 in Multi Cap category. Return for 2024 was 23.5% , 2023 was 30.6% and 2022 was 18.3% . HDFC Equity Fund
Growth Launch Date 1 Jan 95 NAV (29 Apr 25) ₹1,916.67 ↓ -3.48 (-0.18 %) Net Assets (Cr) ₹69,639 on 31 Mar 25 Category Equity - Multi Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.56 Sharpe Ratio 0.64 Information Ratio 2.31 Alpha Ratio 7.48 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹17,422 31 Mar 22 ₹22,093 31 Mar 23 ₹24,501 31 Mar 24 ₹35,079 31 Mar 25 ₹40,334 Returns for HDFC Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Apr 25 Duration Returns 1 Month 4% 3 Month 7.9% 6 Month 2.1% 1 Year 16.5% 3 Year 23% 5 Year 31% 10 Year 15 Year Since launch 18.9% Historical performance (Yearly) on absolute basis
Year Returns 2023 23.5% 2022 30.6% 2021 18.3% 2020 36.2% 2019 6.4% 2018 6.8% 2017 -3.5% 2016 36.9% 2015 7.3% 2014 -5.1% Fund Manager information for HDFC Equity Fund
Name Since Tenure Roshi Jain 29 Jul 22 2.68 Yr. Dhruv Muchhal 22 Jun 23 1.78 Yr. Data below for HDFC Equity Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 39.76% Consumer Cyclical 14.66% Health Care 9.69% Technology 5.52% Industrials 5.14% Basic Materials 4.89% Communication Services 3.5% Real Estate 2.64% Utility 1.98% Consumer Defensive 1.18% Energy 0.43% Asset Allocation
Asset Class Value Cash 9.12% Equity 89.41% Debt 1.47% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK10% ₹6,674 Cr 49,500,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | HDFCBANK9% ₹6,582 Cr 36,000,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 17 | 5322159% ₹6,171 Cr 56,000,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 23 | KOTAKBANK5% ₹3,582 Cr 16,500,000 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Mar 21 | SBILIFE4% ₹3,018 Cr 19,500,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | MARUTI4% ₹2,881 Cr 2,500,000 Cipla Ltd (Healthcare)
Equity, Since 30 Sep 12 | 5000874% ₹2,769 Cr 19,200,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 20 | BHARTIARTL3% ₹2,219 Cr 12,800,000
↓ -1,725,000 HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH3% ₹1,911 Cr 12,000,000 Piramal Pharma Ltd (Healthcare)
Equity, Since 31 Dec 23 | PPLPHARMA3% ₹1,826 Cr 81,233,138
↑ 20,284 3. Franklin India Equity Fund
CAGR/Annualized return of 18% since its launch. Ranked 50 in Multi Cap category. Return for 2024 was 21.8% , 2023 was 30.8% and 2022 was 5.3% . Franklin India Equity Fund
Growth Launch Date 29 Sep 94 NAV (29 Apr 25) ₹1,581.85 ↑ 1.43 (0.09 %) Net Assets (Cr) ₹17,394 on 31 Mar 25 Category Equity - Multi Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio 0.2 Information Ratio 1.11 Alpha Ratio 2.43 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 20 ₹10,000 31 Mar 21 ₹18,490 31 Mar 22 ₹22,848 31 Mar 23 ₹23,246 31 Mar 24 ₹33,541 31 Mar 25 ₹36,582 Returns for Franklin India Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Apr 25 Duration Returns 1 Month 3.9% 3 Month 5.9% 6 Month -1.6% 1 Year 9.6% 3 Year 18.5% 5 Year 28.6% 10 Year 15 Year Since launch 18% Historical performance (Yearly) on absolute basis
Year Returns 2023 21.8% 2022 30.8% 2021 5.3% 2020 40.3% 2019 16% 2018 3.3% 2017 -4.4% 2016 30.6% 2015 5% 2014 4.4% Fund Manager information for Franklin India Equity Fund
Name Since Tenure R. Janakiraman 1 Feb 11 14.17 Yr. Sandeep Manam 18 Oct 21 3.45 Yr. Rajasa Kakulavarapu 1 Dec 23 1.33 Yr. Data below for Franklin India Equity Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 29.59% Consumer Cyclical 12.86% Industrials 10.11% Technology 8.52% Health Care 7.48% Communication Services 5.83% Utility 5.43% Consumer Defensive 5.09% Basic Materials 4.31% Energy 2.77% Real Estate 2.1% Asset Allocation
Asset Class Value Cash 5.13% Equity 94.87% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK9% ₹1,542 Cr 8,434,642 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK8% ₹1,471 Cr 10,908,206 Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | BHARTIARTL5% ₹850 Cr 4,904,822
↓ -353,785 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | LT4% ₹744 Cr 2,131,779 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY4% ₹727 Cr 4,627,000 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 5322154% ₹668 Cr 6,061,448
↑ 400,000 HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 13 | HCLTECH3% ₹566 Cr 3,555,589 United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Aug 19 | UNITDSPR3% ₹484 Cr 3,452,563 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE3% ₹483 Cr 3,784,026
↑ 400,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | KOTAKBANK3% ₹439 Cr 2,023,658 4. Parag Parikh Long Term Equity Fund
CAGR/Annualized return of 19.1% since its launch. Ranked 34 in Multi Cap category. Return for 2024 was 23.9% , 2023 was 36.6% and 2022 was -7.2% . Parag Parikh Long Term Equity Fund
Growth Launch Date 24 May 13 NAV (28 Apr 25) ₹80.6926 ↑ 0.47 (0.59 %) Net Assets (Cr) ₹93,441 on 31 Mar 25 Category Equity - Multi Cap AMC PPFAS Asset Management Pvt. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.4 Sharpe Ratio 0.7 Information Ratio 0.4 Alpha Ratio 6.29 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (2%),365-730 Days (1%),730 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹18,092 31 Mar 22 ₹23,554 31 Mar 23 ₹23,562 31 Mar 24 ₹33,001 31 Mar 25 ₹37,555 Returns for Parag Parikh Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Apr 25 Duration Returns 1 Month 2.2% 3 Month 2.3% 6 Month 1.4% 1 Year 12.6% 3 Year 19.2% 5 Year 28.1% 10 Year 15 Year Since launch 19.1% Historical performance (Yearly) on absolute basis
Year Returns 2023 23.9% 2022 36.6% 2021 -7.2% 2020 45.5% 2019 32.3% 2018 14.4% 2017 -0.4% 2016 29.4% 2015 3.3% 2014 8.9% Fund Manager information for Parag Parikh Long Term Equity Fund
Name Since Tenure Raj Mehta 27 Jan 16 9.18 Yr. Rajeev Thakkar 24 May 13 11.86 Yr. Raunak Onkar 24 May 13 11.86 Yr. Rukun Tarachandani 16 May 22 2.88 Yr. Mansi Kariya 22 Dec 23 1.28 Yr. Data below for Parag Parikh Long Term Equity Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 31.4% Consumer Cyclical 10.66% Technology 7.5% Energy 6.98% Utility 6.01% Communication Services 5.93% Consumer Defensive 4.5% Health Care 4.47% Basic Materials 0.42% Industrials 0.12% Real Estate 0.01% Asset Allocation
Asset Class Value Cash 23.78% Equity 75.44% Debt 0.78% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK8% ₹7,827 Cr 42,813,069 Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | BAJAJHLDNG7% ₹6,634 Cr 5,318,918 Coal India Ltd (Energy)
Equity, Since 31 May 22 | COALINDIA6% ₹5,618 Cr 141,074,007
↓ -1,562,400 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Sep 21 | 5328986% ₹5,597 Cr 192,765,312
↓ -733,498 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 14 | ICICIBANK5% ₹4,717 Cr 34,986,740 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | KOTAKBANK5% ₹4,289 Cr 19,753,232 ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 20 | ITC4% ₹4,146 Cr 101,194,120 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 22 | MARUTI4% ₹3,477 Cr 3,018,078 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | 5322153% ₹3,004 Cr 27,257,270 HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 21 | HCLTECH3% ₹2,979 Cr 18,706,973 5. JM Multicap Fund
CAGR/Annualized return of 14.5% since its launch. Ranked 16 in Multi Cap category. Return for 2024 was 33.3% , 2023 was 40% and 2022 was 7.8% . JM Multicap Fund
Growth Launch Date 23 Sep 08 NAV (29 Apr 25) ₹94.4933 ↓ -0.12 (-0.13 %) Net Assets (Cr) ₹5,263 on 31 Mar 25 Category Equity - Multi Cap AMC JM Financial Asset Management Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.17 Sharpe Ratio 0.11 Information Ratio 1.11 Alpha Ratio 1.9 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-60 Days (1%),60 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹16,364 31 Mar 22 ₹19,803 31 Mar 23 ₹20,797 31 Mar 24 ₹32,659 31 Mar 25 ₹35,051 Returns for JM Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Apr 25 Duration Returns 1 Month 3.9% 3 Month 1.4% 6 Month -8.1% 1 Year 3.9% 3 Year 23.3% 5 Year 27.8% 10 Year 15 Year Since launch 14.5% Historical performance (Yearly) on absolute basis
Year Returns 2023 33.3% 2022 40% 2021 7.8% 2020 32.9% 2019 11.4% 2018 16.6% 2017 -5.4% 2016 39.5% 2015 10.5% 2014 -2.8% Fund Manager information for JM Multicap Fund
Name Since Tenure Satish Ramanathan 20 Aug 21 3.62 Yr. Asit Bhandarkar 1 Oct 24 0.5 Yr. Ruchi Fozdar 4 Oct 24 0.49 Yr. Deepak Gupta 11 Apr 25 0 Yr. Data below for JM Multicap Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 33% Consumer Cyclical 13.38% Industrials 12.47% Health Care 9.75% Technology 6.16% Consumer Defensive 5.61% Basic Materials 5.1% Utility 3.47% Energy 3.21% Communication Services 2.73% Asset Allocation
Asset Class Value Cash 5.13% Equity 94.87% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | HDFCBANK7% ₹371 Cr 2,030,500
↑ 285,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | ICICIBANK5% ₹287 Cr 2,125,800
↓ -300,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN3% ₹179 Cr 2,325,000 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 24 | SUNPHARMA3% ₹167 Cr 960,000 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Jan 25 | CHOLAFIN3% ₹161 Cr 1,058,796
↑ 175,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | KOTAKBANK3% ₹157 Cr 725,000
↓ -125,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5000343% ₹154 Cr 172,500
↑ 65,000 REC Ltd (Financial Services)
Equity, Since 30 Nov 22 | 5329553% ₹153 Cr 3,555,834
↑ 750,000 Godfrey Phillips India Ltd (Consumer Defensive)
Equity, Since 28 Feb 25 | GODFRYPHLP3% ₹148 Cr 218,780
↑ 56,777 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL3% ₹144 Cr 830,000 6. Mahindra Badhat Yojana
CAGR/Annualized return of 16.2% since its launch. Return for 2024 was 23.4% , 2023 was 34.2% and 2022 was 1.6% . Mahindra Badhat Yojana
Growth Launch Date 11 May 17 NAV (29 Apr 25) ₹33.134 ↑ 0.04 (0.11 %) Net Assets (Cr) ₹4,883 on 31 Mar 25 Category Equity - Multi Cap AMC Mahindra Asset Management Company Pvt. Ltd. Rating Risk Moderately High Expense Ratio 1.96 Sharpe Ratio 0.08 Information Ratio -0.02 Alpha Ratio -0.09 Min Investment 1,000 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 20 ₹10,000 31 Mar 21 ₹17,594 31 Mar 22 ₹23,512 31 Mar 23 ₹22,936 31 Mar 24 ₹34,133 31 Mar 25 ₹36,417 Returns for Mahindra Badhat Yojana
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Apr 25 Duration Returns 1 Month 3.7% 3 Month 6.3% 6 Month -3.7% 1 Year 5.3% 3 Year 17.1% 5 Year 27.8% 10 Year 15 Year Since launch 16.2% Historical performance (Yearly) on absolute basis
Year Returns 2023 23.4% 2022 34.2% 2021 1.6% 2020 50.8% 2019 16.6% 2018 13.8% 2017 -9.9% 2016 2015 2014 Fund Manager information for Mahindra Badhat Yojana
Name Since Tenure Manish Lodha 21 Dec 20 4.28 Yr. Fatema Pacha 16 Oct 20 4.46 Yr. Data below for Mahindra Badhat Yojana as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 29.98% Consumer Cyclical 14.04% Industrials 11.85% Basic Materials 9.67% Health Care 8.96% Technology 8.1% Communication Services 5.91% Energy 4.18% Consumer Defensive 3.22% Utility 2.34% Asset Allocation
Asset Class Value Cash 1.76% Equity 98.24% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | HDFCBANK6% ₹278 Cr 1,521,000
↓ -549,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 24 | 5000344% ₹201 Cr 225,000
↑ 18,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 24 | RELIANCE4% ₹189 Cr 1,485,000 Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Apr 23 | DIVISLAB4% ₹172 Cr 297,000 Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 31 Jan 25 | 5348163% ₹149 Cr 4,455,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Aug 24 | INDIGO3% ₹147 Cr 287,000
↑ 21,500 UltraTech Cement Ltd (Basic Materials)
Equity, Since 28 Feb 25 | 5325383% ₹124 Cr 108,000 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | 5002512% ₹119 Cr 224,100 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 24 | BHARTIARTL2% ₹112 Cr 648,000 Laurus Labs Ltd (Healthcare)
Equity, Since 31 Dec 24 | 5402222% ₹108 Cr 1,755,000
↑ 90,000 7. ICICI Prudential Multicap Fund
CAGR/Annualized return of 15.2% since its launch. Ranked 49 in Multi Cap category. Return for 2024 was 20.7% , 2023 was 35.4% and 2022 was 4.7% . ICICI Prudential Multicap Fund
Growth Launch Date 1 Oct 94 NAV (29 Apr 25) ₹759.44 ↑ 0.48 (0.06 %) Net Assets (Cr) ₹13,938 on 31 Mar 25 Category Equity - Multi Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.95 Sharpe Ratio 0.2 Information Ratio 0.72 Alpha Ratio 1.88 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-18 Months (1%),18 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹17,357 31 Mar 22 ₹21,376 31 Mar 23 ₹22,053 31 Mar 24 ₹32,682 31 Mar 25 ₹35,634 Returns for ICICI Prudential Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Apr 25 Duration Returns 1 Month 3.4% 3 Month 4.7% 6 Month -2.8% 1 Year 9% 3 Year 19.8% 5 Year 27.7% 10 Year 15 Year Since launch 15.2% Historical performance (Yearly) on absolute basis
Year Returns 2023 20.7% 2022 35.4% 2021 4.7% 2020 36.4% 2019 9.2% 2018 6% 2017 0.2% 2016 28% 2015 10.1% 2014 3.1% Fund Manager information for ICICI Prudential Multicap Fund
Name Since Tenure Anand Sharma 1 Jul 22 2.75 Yr. Sharmila D’mello 31 Jul 22 2.67 Yr. Data below for ICICI Prudential Multicap Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 27.08% Industrials 12.1% Basic Materials 11.69% Consumer Cyclical 9.81% Consumer Defensive 6.54% Health Care 6.33% Energy 6.07% Communication Services 4.92% Technology 4.14% Utility 2.54% Real Estate 1.69% Asset Allocation
Asset Class Value Cash 7.08% Equity 92.92% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK6% ₹809 Cr 6,001,508 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | HDFCBANK5% ₹634 Cr 3,465,411 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE4% ₹530 Cr 4,156,447
↑ 541,110 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | 5322153% ₹463 Cr 4,201,052 Infosys Ltd (Technology)
Equity, Since 31 Oct 18 | INFY2% ₹345 Cr 2,199,373
↑ 235,921 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Apr 17 | SUNPHARMA2% ₹317 Cr 1,826,581
↑ 141,092 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 19 | LT2% ₹290 Cr 831,801
↑ 75,791 State Bank of India (Financial Services)
Equity, Since 30 Sep 24 | SBIN2% ₹266 Cr 3,449,649 NTPC Ltd (Utilities)
Equity, Since 31 Oct 22 | 5325552% ₹241 Cr 6,725,713
↑ 697,767 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | BHARTIARTL2% ₹235 Cr 1,357,553
↓ -333,695 8. Baroda Pioneer Multi Cap Fund
CAGR/Annualized return of 16.5% since its launch. Ranked 37 in Multi Cap category. Return for 2024 was 31.7% , 2023 was 30.8% and 2022 was -3% . Baroda Pioneer Multi Cap Fund
Growth Launch Date 12 Sep 03 NAV (29 Apr 25) ₹270.327 ↑ 0.29 (0.11 %) Net Assets (Cr) ₹2,616 on 31 Mar 25 Category Equity - Multi Cap AMC Baroda Pioneer Asset Management Co. Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 2.09 Sharpe Ratio 0.16 Information Ratio -0.23 Alpha Ratio 1.57 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹16,887 31 Mar 22 ₹22,635 31 Mar 23 ₹21,551 31 Mar 24 ₹31,443 31 Mar 25 ₹34,085 Returns for Baroda Pioneer Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Apr 25 Duration Returns 1 Month 2.7% 3 Month 3.1% 6 Month -5.3% 1 Year 6.3% 3 Year 16.9% 5 Year 26.8% 10 Year 15 Year Since launch 16.5% Historical performance (Yearly) on absolute basis
Year Returns 2023 31.7% 2022 30.8% 2021 -3% 2020 47.9% 2019 19.5% 2018 8.9% 2017 -11.9% 2016 36.8% 2015 2.3% 2014 -1.6% Fund Manager information for Baroda Pioneer Multi Cap Fund
Name Since Tenure Sanjay Chawla 1 Nov 15 9.42 Yr. Sandeep Jain 14 Mar 22 3.05 Yr. Data below for Baroda Pioneer Multi Cap Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 26.55% Health Care 14.76% Industrials 13.76% Consumer Cyclical 10.89% Consumer Defensive 7.71% Technology 6.86% Basic Materials 5.77% Energy 3.66% Communication Services 1.99% Real Estate 1.59% Utility 1.3% Asset Allocation
Asset Class Value Cash 3.19% Equity 96.08% Debt 0.73% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | HDFCBANK5% ₹119 Cr 649,736
↑ 150,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK4% ₹113 Cr 834,815 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE4% ₹96 Cr 750,000 Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 30 Sep 20 | RADICO2% ₹60 Cr 249,003 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Nov 20 | SUNPHARMA2% ₹59 Cr 340,000 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 24 | NAVINFLUOR2% ₹59 Cr 140,000 Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Jun 24 | DIVISLAB2% ₹58 Cr 100,000 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Aug 22 | POWERINDIA2% ₹58 Cr 45,500
↑ 10,000 Mrs Bectors Food Specialities Ltd Ordinary Shares (Consumer Defensive)
Equity, Since 30 Apr 23 | BECTORFOOD2% ₹55 Cr 379,226 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 May 24 | PNBHOUSING2% ₹54 Cr 610,108 9. Principal Multi Cap Growth Fund
CAGR/Annualized return of 15.7% since its launch. Ranked 12 in Multi Cap category. Return for 2024 was 19.5% , 2023 was 31.1% and 2022 was -1.6% . Principal Multi Cap Growth Fund
Growth Launch Date 25 Oct 00 NAV (29 Apr 25) ₹357.092 ↓ -0.15 (-0.04 %) Net Assets (Cr) ₹2,615 on 31 Mar 25 Category Equity - Multi Cap AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.05 Sharpe Ratio 0.22 Information Ratio -0.68 Alpha Ratio 2.54 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Mar 20 ₹10,000 31 Mar 21 ₹16,965 31 Mar 22 ₹22,308 31 Mar 23 ₹21,467 31 Mar 24 ₹29,975 31 Mar 25 ₹32,864 Returns for Principal Multi Cap Growth Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Apr 25 Duration Returns 1 Month 2.5% 3 Month 4.1% 6 Month -3.4% 1 Year 8.3% 3 Year 14.9% 5 Year 25.5% 10 Year 15 Year Since launch 15.7% Historical performance (Yearly) on absolute basis
Year Returns 2023 19.5% 2022 31.1% 2021 -1.6% 2020 46.3% 2019 15% 2018 3.9% 2017 -8.7% 2016 48.7% 2015 6.4% 2014 2.8% Fund Manager information for Principal Multi Cap Growth Fund
Name Since Tenure Ratish Varier 1 Jan 22 3.25 Yr. Sudhir Kedia 1 Jan 22 3.25 Yr. Data below for Principal Multi Cap Growth Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Financial Services 20.27% Industrials 19.2% Consumer Cyclical 14.09% Technology 7.4% Energy 7.31% Health Care 7.04% Basic Materials 6.12% Communication Services 6.01% Consumer Defensive 4.66% Utility 2.65% Asset Allocation
Asset Class Value Cash 5.21% Equity 94.79% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK5% ₹141 Cr 773,245
↓ -5,749 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK5% ₹122 Cr 903,967 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 05 | RELIANCE4% ₹107 Cr 836,759 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 23 | LT3% ₹90 Cr 256,848 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 24 | 5322153% ₹85 Cr 772,466 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | KOTAKBANK3% ₹85 Cr 391,704 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 18 | BHARTIARTL2% ₹64 Cr 371,388
↑ 15,727 Affle India Ltd (Communication Services)
Equity, Since 31 May 22 | AFFLE2% ₹60 Cr 373,348 Indian Bank (Financial Services)
Equity, Since 31 Dec 23 | 5328142% ₹59 Cr 1,089,849
↓ -107,193 Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Dec 20 | AMBER2% ₹58 Cr 79,949 10. Invesco India Multicap Fund
CAGR/Annualized return of 15.8% since its launch. Ranked 37 in Multi Cap category. Return for 2024 was 29.8% , 2023 was 31.8% and 2022 was -2.2% . Invesco India Multicap Fund
Growth Launch Date 17 Mar 08 NAV (29 Apr 25) ₹123.77 ↑ 0.62 (0.50 %) Net Assets (Cr) ₹3,651 on 31 Mar 25 Category Equity - Multi Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.95 Sharpe Ratio 0.25 Information Ratio 0.1 Alpha Ratio 3.52 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 20 ₹10,000 31 Mar 21 ₹17,205 31 Mar 22 ₹21,096 31 Mar 23 ₹21,030 31 Mar 24 ₹29,992 31 Mar 25 ₹33,104 Returns for Invesco India Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Apr 25 Duration Returns 1 Month 2.7% 3 Month 2.9% 6 Month -5.4% 1 Year 8.8% 3 Year 17.7% 5 Year 25.2% 10 Year 15 Year Since launch 15.8% Historical performance (Yearly) on absolute basis
Year Returns 2023 29.8% 2022 31.8% 2021 -2.2% 2020 40.7% 2019 18.8% 2018 4.6% 2017 -12.5% 2016 46.2% 2015 0.7% 2014 6.7% Fund Manager information for Invesco India Multicap Fund
Name Since Tenure Amit Nigam 3 Sep 20 4.58 Yr. Dhimant Kothari 1 Dec 23 1.33 Yr. Data below for Invesco India Multicap Fund as on 31 Mar 25
Equity Sector Allocation
Sector Value Industrials 18.22% Financial Services 17.53% Consumer Cyclical 14.53% Health Care 10.97% Basic Materials 10.21% Technology 10.19% Consumer Defensive 7.45% Real Estate 2.52% Communication Services 2.41% Utility 2.34% Asset Allocation
Asset Class Value Cash 3.62% Equity 96.38% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Jun 24 | INFY5% ₹199 Cr 1,268,415
↑ 51,031 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK5% ₹191 Cr 1,419,576
↓ -25,787 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | 5002514% ₹131 Cr 246,706 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | HDFCBANK4% ₹129 Cr 706,326
↑ 76,612 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Aug 24 | POWERINDIA3% ₹107 Cr 84,267
↓ -3,718 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Apr 21 | CHOLAFIN3% ₹98 Cr 644,407 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Sep 24 | VBL3% ₹92 Cr 1,701,656
↓ -156,525 Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Apr 24 | 8901572% ₹88 Cr 680,825
↓ -22,557 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Jul 20 | BEL2% ₹74 Cr 2,467,557 Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 30 Jun 24 | 5008002% ₹70 Cr 699,807
ಮಲ್ಟಿಕ್ಯಾಪ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳಲ್ಲಿ ಆನ್‌ಲೈನ್‌ನಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವುದು ಹೇಗೆ?
Fincash.com ನಲ್ಲಿ ಜೀವಮಾನಕ್ಕಾಗಿ ಉಚಿತ ಹೂಡಿಕೆ ಖಾತೆಯನ್ನು ತೆರೆಯಿರಿ.
ನಿಮ್ಮ ನೋಂದಣಿ ಮತ್ತು KYC ಪ್ರಕ್ರಿಯೆಯನ್ನು ಪೂರ್ಣಗೊಳಿಸಿ
ದಾಖಲೆಗಳನ್ನು ಅಪ್‌ಲೋಡ್ ಮಾಡಿ (PAN, ಆಧಾರ್, ಇತ್ಯಾದಿ).ಮತ್ತು, ನೀವು ಹೂಡಿಕೆ ಮಾಡಲು ಸಿದ್ಧರಿದ್ದೀರಿ!
FAQ ಗಳು
1. ಮ್ಯೂಚುವಲ್ ಫಂಡ್‌ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವುದರಿಂದ ಆಗುವ ಪ್ರಯೋಜನಗಳೇನು?
ಉ: ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು ನಿಮ್ಮ ಹೂಡಿಕೆ ಬಂಡವಾಳವನ್ನು ವೈವಿಧ್ಯಗೊಳಿಸಲು ಸಹಾಯ ಮಾಡಬಹುದು ಮತ್ತು ನೀವು ನಿಷ್ಕ್ರಿಯ ಗಳಿಕೆಯ ಬಹು ಅಂಕಗಳನ್ನು ಹೊಂದಿರುವಿರಿ ಎಂದು ನೀವು ಖಚಿತಪಡಿಸಿಕೊಳ್ಳಬಹುದುಆದಾಯ. ಇದು ಹೂಡಿಕೆಯ ಅಪಾಯವನ್ನು ಕಡಿಮೆ ಮಾಡುತ್ತದೆ ಮತ್ತು ನೀವು ಒಂದೇ ಫಂಡ್‌ನೊಂದಿಗೆ ಬಹು ಷೇರುಗಳು ಮತ್ತು ಷೇರುಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಬಹುದು. ಆದ್ದರಿಂದ, ಒಂದು ಸ್ಟಾಕ್ ಕಾರ್ಯನಿರ್ವಹಿಸದಿದ್ದರೆ, ಅಪಾಯವು ಇರುತ್ತದೆಆಫ್ಸೆಟ್ ಇತರ ಉತ್ತಮವಾಗಿ ಕಾರ್ಯನಿರ್ವಹಿಸುವ ಸ್ಟಾಕ್‌ನೊಂದಿಗೆ.
2. ನಿಧಿಯು ಪ್ರಬುದ್ಧವಾಗಲು ನೀವು ಎಷ್ಟು ಸಮಯ ಕಾಯಬೇಕು?
ಉ: ನಿಮ್ಮ ಫಂಡ್ಗಳು ಪ್ರಬುದ್ಧವಾಗಲು ನೀವು 5-7 ವರ್ಷಗಳವರೆಗೆ ಕಾಯಬೇಕು. ನಿಮ್ಮ ಹೂಡಿಕೆಯಿಂದ ಗರಿಷ್ಠ ಲಾಭವನ್ನು ಗಳಿಸಲು ಇದು ನಿಮಗೆ ಸಹಾಯ ಮಾಡುತ್ತದೆ.
3. ಇತರ ಮ್ಯೂಚುವಲ್ ಫಂಡ್‌ಗಳಿಗಿಂತ ಮಲ್ಟಿ-ಕ್ಯಾಪ್ ಫಂಡ್‌ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವುದು ಪ್ರಯೋಜನಕಾರಿಯೇ?
ಉ: ಹೂಡಿಕೆ ಬಂಡವಾಳದ ಅಪಾಯಗಳನ್ನು ಕಡಿಮೆ ಮಾಡಲು ನೀವು ಬಯಸಿದರೆ ಮಲ್ಟಿ-ಕ್ಯಾಪ್ ಫಂಡ್ಗಳು ಸೂಕ್ತವಾಗಿವೆ. ಈ ನಿಧಿಗಳು ಕಡಿಮೆ ಅಪಾಯಗಳನ್ನು ಹೊಂದಿವೆ.
ಇಲ್ಲಿ ಒದಗಿಸಲಾದ ಮಾಹಿತಿಯು ನಿಖರವಾಗಿದೆ ಎಂದು ಖಚಿತಪಡಿಸಿಕೊಳ್ಳಲು ಎಲ್ಲಾ ಪ್ರಯತ್ನಗಳನ್ನು ಮಾಡಲಾಗಿದೆ. ಆದಾಗ್ಯೂ, ಡೇಟಾದ ನಿಖರತೆಯ ಬಗ್ಗೆ ಯಾವುದೇ ಖಾತರಿಗಳನ್ನು ನೀಡಲಾಗುವುದಿಲ್ಲ. ಯಾವುದೇ ಹೂಡಿಕೆ ಮಾಡುವ ಮೊದಲು ದಯವಿಟ್ಟು ಸ್ಕೀಮ್ ಮಾಹಿತಿ ದಾಖಲೆಯೊಂದಿಗೆ ಪರಿಶೀಲಿಸಿ.
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