2022 मध्ये गुंतवणूक करण्यासाठी 9 सर्वोत्तम वैविध्यपूर्ण मल्टीकॅप म्युच्युअल फंड

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9 सर्वोत्तम कामगिरी करणारे वैविध्यपूर्ण फंड FY 22 - 23
डायव्हर्सिफाइड फंड्समध्ये ऑनलाइन गुंतवणूक कशी करावी?
सर्वोत्तम वैविध्यपूर्ण म्युच्युअल फंड निवडण्यासाठी स्मार्ट टिपा
Top 9 Equity - Multi Cap Funds

2022 मध्ये गुंतवणुकीसाठी सर्वोत्तम वैविध्यपूर्ण म्युच्युअल फंड

Updated on April 27, 2025 , 48032 views

वैविध्यपूर्ण निधी, ज्याला मल्टी कॅप फंड म्हणून देखील ओळखले जाते हा एक वर्ग आहेइक्विटी फंड. उच्च-जोखीम भूक असलेले गुंतवणूकदार ज्यांना इक्विटीमध्ये एक्सपोजर घ्यायचे आहे ते सहसा याकडे झुकतातगुंतवणूक वैविध्यपूर्ण निधीमध्ये. जसे, वैविध्यपूर्ण फंड सर्वत्र गुंतवणूक करतातबाजार कॅप्स जसे - लार्ज कॅप, मिड कॅप आणिलहान टोपी.

मल्टी कॅप, फ्लेक्सी कॅप किंवा डायव्हर्सिफाइड स्कीम्स फंड मॅनेजरच्या दृष्टिकोनावर आधारित वेगवेगळ्या मार्केट कॅपिटलायझेशनमध्ये समभागांमध्ये गुंतवणूक करणे अपेक्षित आहे. प्रत्येक मार्केट कॅपचे वाटप एका योजनेनुसार बदलते. काही योजनांचे प्रमाण निश्चित असते आणि काही बाजाराच्या परिस्थितीनुसार गतिशीलपणे बदलतात.

याम्युच्युअल फंड दत्तक aमूल्य गुंतवणूक धोरण जेथे ते कंपन्यांचे स्टॉक खरेदी करतात जे त्यांच्या मागील कामगिरीच्या तुलनेत तुलनेने कमी आहेत,पुस्तक मूल्य,कमाई, आणि इतर मूल्य पॅरामीटर्स.

मध्ये गुंतवणूक करूनसर्वोत्तम वैविध्यपूर्ण इक्विटी फंड, गुंतवणूकदार किंचित अधिक स्थिर परतावा मिळवू शकतात, तथापि, बाजाराच्या अशांत स्थितीत इक्विटीच्या अस्थिरतेमुळे त्यांना प्रभावित होईल. डायव्हर्सिफाइड फंड अशा गुंतवणूकदारांसाठी चांगले आहेत जे गुंतवणूक करण्यासाठी जास्त जोखीम पत्करण्यास तयार नाहीतलहान साठा, परंतु असे असले तरी उदयोन्मुख समभागांकडून अतिरिक्त उच्च परताव्याची किक हवी आहे. एखाद्या व्यक्तीने कमी ते मध्यम असल्यास वैविध्यपूर्ण इक्विटी फंडांमध्ये गुंतवणूक करावीजोखीम प्रोफाइल.

चांगला वैविध्यपूर्ण इक्विटी फंड निवडण्याची प्रक्रिया सुलभ करण्यासाठी, आम्ही काही पूर्व-निवडलेले टॉप आणि सर्वोत्कृष्ट वैविध्यपूर्ण इक्विटी फंडांसह आवश्यक पॅरामीटर्स सूचीबद्ध केले आहेत – जे गुंतवणूकदार त्यांच्या गुंतवणूक प्रवासादरम्यान विचारात घेऊ शकतात.

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9 सर्वोत्तम कामगिरी करणारे वैविध्यपूर्ण फंड FY 22 - 23

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2023 (%)
JM Multicap Fund Growth	₹94.4933 ↓ -0.12	₹5,263	-0.8	-9.2	3	23.7	27.5	33.3
HDFC Equity Fund Growth	₹1,916.67 ↓ -3.48	₹69,639	6.7	1.4	15.6	23.4	30.5	23.5
Nippon India Multi Cap Fund Growth	₹278.179 ↑ 0.77	₹38,637	4.4	-4.5	6.2	22.8	32	25.8
Motilal Oswal Multicap 35 Fund Growth	₹57.599 ↑ 0.20	₹12,267	3.1	-4.8	14.9	21.4	21.9	45.7
ICICI Prudential Multicap Fund Growth	₹759.44 ↑ 0.48	₹13,938	3.4	-3.5	8.6	20.2	27.3	20.7
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
Franklin India Equity Fund Growth	₹1,581.85 ↑ 1.43	₹17,394	4.5	-2.1	9	19.1	28.2	21.8
Invesco India Multicap Fund Growth	₹123.77 ↑ 0.62	₹3,651	1	-6.1	8.6	18.3	24.9	29.8
Edelweiss Multi Cap Fund Growth	₹36.229 ↑ 0.01	₹2,419	2.9	-5.1	8.8	17.9	24.4	25.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Apr 25

*वरील शीर्ष वैविध्यपूर्ण यादी आहे/मल्टीकॅप एयूएम/निव्वळ मालमत्तेसह म्युच्युअल फंड >500 कोटी, वर क्रमवारी लावली3 वर्षCAGR परतावा.

1. JM Multicap Fund

(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 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% .

Below is the key information for JM Multicap Fund

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

JM Multicap Fund SIP Returns

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

Returns for JM Multicap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Apr 25

Duration	Returns
1 Month	3.8%
3 Month	-0.8%
6 Month	-9.2%
1 Year	3%
3 Year	23.7%
5 Year	27.5%
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 \| HDFCBANK	7%	₹371 Cr	2,030,500 ↑ 285,000
ICICI Bank Ltd (Financial Services) Equity, Since 30 Nov 21 \| ICICIBANK	5%	₹287 Cr	2,125,800 ↓ -300,000
State Bank of India (Financial Services) Equity, Since 30 Nov 20 \| SBIN	3%	₹179 Cr	2,325,000
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 31 Oct 24 \| SUNPHARMA	3%	₹167 Cr	960,000
Cholamandalam Investment and Finance Co Ltd (Financial Services) Equity, Since 31 Jan 25 \| CHOLAFIN	3%	₹161 Cr	1,058,796 ↑ 175,000
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Jan 25 \| KOTAKBANK	3%	₹157 Cr	725,000 ↓ -125,000
Bajaj Finance Ltd (Financial Services) Equity, Since 31 Jan 25 \| 500034	3%	₹154 Cr	172,500 ↑ 65,000
REC Ltd (Financial Services) Equity, Since 30 Nov 22 \| 532955	3%	₹153 Cr	3,555,834 ↑ 750,000
Godfrey Phillips India Ltd (Consumer Defensive) Equity, Since 28 Feb 25 \| GODFRYPHLP	3%	₹148 Cr	218,780 ↑ 56,777
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Mar 24 \| BHARTIARTL	3%	₹144 Cr	830,000

2. HDFC Equity Fund

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 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% .

Below is the key information for HDFC Equity Fund

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

HDFC Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹642,208.
Net Profit of ₹342,208 Invest Now

Returns for HDFC 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 29 Apr 25

Duration	Returns
1 Month	3.8%
3 Month	6.7%
6 Month	1.4%
1 Year	15.6%
3 Year	23.4%
5 Year	30.5%
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 \| ICICIBANK	10%	₹6,674 Cr	49,500,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 13 \| HDFCBANK	9%	₹6,582 Cr	36,000,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Oct 17 \| 532215	9%	₹6,171 Cr	56,000,000
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Oct 23 \| KOTAKBANK	5%	₹3,582 Cr	16,500,000
SBI Life Insurance Co Ltd (Financial Services) Equity, Since 31 Mar 21 \| SBILIFE	4%	₹3,018 Cr	19,500,000
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 31 Dec 23 \| MARUTI	4%	₹2,881 Cr	2,500,000
Cipla Ltd (Healthcare) Equity, Since 30 Sep 12 \| 500087	4%	₹2,769 Cr	19,200,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Aug 20 \| BHARTIARTL	3%	₹2,219 Cr	12,800,000 ↓ -1,725,000
HCL Technologies Ltd (Technology) Equity, Since 30 Sep 20 \| HCLTECH	3%	₹1,911 Cr	12,000,000
Piramal Pharma Ltd (Healthcare) Equity, Since 31 Dec 23 \| PPLPHARMA	3%	₹1,826 Cr	81,233,138 ↑ 20,284

3. Nippon India Multi Cap Fund

(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 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% .

Below is the key information for Nippon India Multi Cap Fund

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

Nippon India Multi Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹673,113.
Net Profit of ₹373,113 Invest Now

Returns for Nippon India Multi Cap Fund

Returns up to 1 year are on 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%
3 Month	4.4%
6 Month	-4.5%
1 Year	6.2%
3 Year	22.8%
5 Year	32%
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 \| HDFCBANK	6%	₹2,432 Cr	13,300,448
Axis Bank Ltd (Financial Services) Equity, Since 31 Jan 15 \| 532215	4%	₹1,609 Cr	14,599,895
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| ICICIBANK	4%	₹1,548 Cr	11,481,360 ↓ -500,000
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 20 \| RELIANCE	3%	₹1,284 Cr	10,068,975 ↑ 700,000
Bajaj Finance Ltd (Financial Services) Equity, Since 31 May 22 \| 500034	3%	₹1,188 Cr	1,328,197 ↓ -41,200
NTPC Ltd (Utilities) Equity, Since 30 Jun 23 \| 532555	3%	₹1,030 Cr	28,791,467
GE Vernova T&D India Ltd (Industrials) Equity, Since 31 May 12 \| 522275	3%	₹1,015 Cr	6,511,517
Linde India Ltd (Basic Materials) Equity, Since 31 May 13 \| 523457	2%	₹954 Cr	1,524,539
Max Financial Services Ltd (Financial Services) Equity, Since 31 Mar 12 \| 500271	2%	₹918 Cr	8,000,000 ↑ 500,000
State Bank of India (Financial Services) Equity, Since 31 Mar 05 \| SBIN	2%	₹895 Cr	11,600,000

4. Motilal Oswal Multicap 35 Fund

(Erstwhile Motilal Oswal MOSt Focused Multicap 35 Fund)

The investment objective of the Scheme is to achieve long term capital appreciation by primarily investing in a maximum of 35 equity & equity related instruments across sectors and market-capitalization levels.However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Motilal Oswal Multicap 35 Fund is a Equity - Multi Cap fund was launched on 28 Apr 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.2% since its launch. Ranked 5 in Multi Cap category. Return for 2024 was 45.7% , 2023 was 31% and 2022 was -3% .

Below is the key information for Motilal Oswal Multicap 35 Fund

Motilal Oswal Multicap 35 Fund Growth
Launch Date	28 Apr 14
NAV (29 Apr 25)	₹57.599 ↑ 0.20 (0.34 %)
Net Assets (Cr)	₹12,267 on 31 Mar 25
Category	Equity - Multi Cap
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	0.94
Sharpe Ratio	0.56
Information Ratio	0.79
Alpha Ratio	11.84
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	₹16,169
31 Mar 22	₹16,552
31 Mar 23	₹16,009
31 Mar 24	₹24,719
31 Mar 25	₹29,279

Motilal Oswal Multicap 35 Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033 Invest Now

Returns for Motilal Oswal Multicap 35 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Apr 25

Duration	Returns
1 Month	0.9%
3 Month	3.1%
6 Month	-4.8%
1 Year	14.9%
3 Year	21.4%
5 Year	21.9%
10 Year
15 Year
Since launch	17.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	45.7%
2022	31%
2021	-3%
2020	15.3%
2019	10.3%
2018	7.9%
2017	-7.8%
2016	43.1%
2015	8.5%
2014	14.6%

Fund Manager information for Motilal Oswal Multicap 35 Fund

Name	Since	Tenure
Ajay Khandelwal	1 Oct 24	0.5 Yr.
Niket Shah	1 Jul 22	2.75 Yr.
Rakesh Shetty	22 Nov 22	2.36 Yr.
Atul Mehra	1 Oct 24	0.5 Yr.
Sunil Sawant	1 Jul 24	0.75 Yr.

Data below for Motilal Oswal Multicap 35 Fund as on 31 Mar 25

Equity Sector Allocation

Sector	Value
Technology	22.65%
Industrials	19.11%
Consumer Cyclical	13.83%
Financial Services	8.51%
Communication Services	5.27%
Consumer Defensive	3.89%
Health Care	1.79%

Asset Allocation

Asset Class	Value
Cash	29.44%
Equity	70.56%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Coforge Ltd (Technology) Equity, Since 31 May 23 \| COFORGE	10%	₹1,213 Cr	1,496,025 ↓ -3,975
Persistent Systems Ltd (Technology) Equity, Since 31 Mar 23 \| PERSISTENT	9%	₹1,098 Cr	1,992,100 ↑ 517,100
Polycab India Ltd (Industrials) Equity, Since 31 Jan 24 \| POLYCAB	8%	₹1,027 Cr	1,994,075 ↑ 200,325
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 30 Sep 23 \| KALYANKJIL	7%	₹818 Cr	17,505,611 ↑ 5,611
Trent Ltd (Consumer Cyclical) Equity, Since 31 Jan 23 \| 500251	6%	₹746 Cr	1,400,500 ↓ -99,500
CG Power & Industrial Solutions Ltd (Industrials) Equity, Since 31 Jan 25 \| 500093	6%	₹744 Cr	11,657,295 ↑ 1,157,295
Cholamandalam Investment and Finance Co Ltd (Financial Services) Equity, Since 31 Mar 23 \| CHOLAFIN	6%	₹684 Cr	4,500,000
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services) Equity, Since 30 Apr 24 \| 890157	5%	₹647 Cr	5,000,000
Varun Beverages Ltd (Consumer Defensive) Equity, Since 31 Mar 25 \| VBL	4%	₹477 Cr	8,832,625 ↑ 8,832,625
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Jun 21 \| LT	3%	₹349 Cr	1,000,000

5. ICICI Prudential Multicap Fund

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 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% .

Below is the key information for ICICI Prudential Multicap Fund

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

ICICI Prudential Multicap Fund SIP Returns

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

Returns for ICICI Prudential Multicap Fund

Returns up to 1 year are on 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	3.4%
6 Month	-3.5%
1 Year	8.6%
3 Year	20.2%
5 Year	27.3%
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 \| ICICIBANK	6%	₹809 Cr	6,001,508
HDFC Bank Ltd (Financial Services) Equity, Since 31 Aug 18 \| HDFCBANK	5%	₹634 Cr	3,465,411
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 20 \| RELIANCE	4%	₹530 Cr	4,156,447 ↑ 541,110
Axis Bank Ltd (Financial Services) Equity, Since 31 Dec 23 \| 532215	3%	₹463 Cr	4,201,052
Infosys Ltd (Technology) Equity, Since 31 Oct 18 \| INFY	2%	₹345 Cr	2,199,373 ↑ 235,921
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 30 Apr 17 \| SUNPHARMA	2%	₹317 Cr	1,826,581 ↑ 141,092
Larsen & Toubro Ltd (Industrials) Equity, Since 28 Feb 19 \| LT	2%	₹290 Cr	831,801 ↑ 75,791
State Bank of India (Financial Services) Equity, Since 30 Sep 24 \| SBIN	2%	₹266 Cr	3,449,649
NTPC Ltd (Utilities) Equity, Since 31 Oct 22 \| 532555	2%	₹241 Cr	6,725,713 ↑ 697,767
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 18 \| BHARTIARTL	2%	₹235 Cr	1,357,553 ↓ -333,695

6. Parag Parikh Long Term Equity Fund

(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 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% .

Below is the key information for Parag Parikh Long Term Equity Fund

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

Parag Parikh Long Term Equity Fund SIP Returns

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

Returns for Parag Parikh Long Term 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 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 \| HDFCBANK	8%	₹7,827 Cr	42,813,069
Bajaj Holdings and Investment Ltd (Financial Services) Equity, Since 31 Oct 16 \| BAJAJHLDNG	7%	₹6,634 Cr	5,318,918
Coal India Ltd (Energy) Equity, Since 31 May 22 \| COALINDIA	6%	₹5,618 Cr	141,074,007 ↓ -1,562,400
Power Grid Corp Of India Ltd (Utilities) Equity, Since 30 Sep 21 \| 532898	6%	₹5,597 Cr	192,765,312 ↓ -733,498
ICICI Bank Ltd (Financial Services) Equity, Since 31 May 14 \| ICICIBANK	5%	₹4,717 Cr	34,986,740
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Nov 23 \| KOTAKBANK	5%	₹4,289 Cr	19,753,232
ITC Ltd (Consumer Defensive) Equity, Since 31 Mar 20 \| ITC	4%	₹4,146 Cr	101,194,120
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 31 Dec 22 \| MARUTI	4%	₹3,477 Cr	3,018,078
Axis Bank Ltd (Financial Services) Equity, Since 30 Jun 13 \| 532215	3%	₹3,004 Cr	27,257,270
HCL Technologies Ltd (Technology) Equity, Since 31 Jan 21 \| HCLTECH	3%	₹2,979 Cr	18,706,973

7. Franklin India Equity Fund

(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 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% .

Below is the key information for Franklin India Equity Fund

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

Franklin India Equity Fund SIP Returns

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

Returns for Franklin India 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 29 Apr 25

Duration	Returns
1 Month	4%
3 Month	4.5%
6 Month	-2.1%
1 Year	9%
3 Year	19.1%
5 Year	28.2%
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 \| HDFCBANK	9%	₹1,542 Cr	8,434,642
ICICI Bank Ltd (Financial Services) Equity, Since 31 Jan 10 \| ICICIBANK	8%	₹1,471 Cr	10,908,206
Bharti Airtel Ltd (Communication Services) Equity, Since 28 Feb 06 \| BHARTIARTL	5%	₹850 Cr	4,904,822 ↓ -353,785
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Aug 13 \| LT	4%	₹744 Cr	2,131,779
Infosys Ltd (Technology) Equity, Since 29 Feb 12 \| INFY	4%	₹727 Cr	4,627,000
Axis Bank Ltd (Financial Services) Equity, Since 30 Jun 14 \| 532215	4%	₹668 Cr	6,061,448 ↑ 400,000
HCL Technologies Ltd (Technology) Equity, Since 31 Dec 13 \| HCLTECH	3%	₹566 Cr	3,555,589
United Spirits Ltd (Consumer Defensive) Equity, Since 31 Aug 19 \| UNITDSPR	3%	₹484 Cr	3,452,563
Reliance Industries Ltd (Energy) Equity, Since 31 May 22 \| RELIANCE	3%	₹483 Cr	3,784,026 ↑ 400,000
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Apr 21 \| KOTAKBANK	3%	₹439 Cr	2,023,658

8. Invesco India Multicap Fund

(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 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% .

Below is the key information for Invesco India Multicap Fund

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

Invesco India Multicap 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 Multicap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Apr 25

Duration	Returns
1 Month	3.2%
3 Month	1%
6 Month	-6.1%
1 Year	8.6%
3 Year	18.3%
5 Year	24.9%
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 \| INFY	5%	₹199 Cr	1,268,415 ↑ 51,031
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| ICICIBANK	5%	₹191 Cr	1,419,576 ↓ -25,787
Trent Ltd (Consumer Cyclical) Equity, Since 30 Jun 24 \| 500251	4%	₹131 Cr	246,706
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 25 \| HDFCBANK	4%	₹129 Cr	706,326 ↑ 76,612
Hitachi Energy India Ltd Ordinary Shares (Industrials) Equity, Since 31 Aug 24 \| POWERINDIA	3%	₹107 Cr	84,267 ↓ -3,718
Cholamandalam Investment and Finance Co Ltd (Financial Services) Equity, Since 30 Apr 21 \| CHOLAFIN	3%	₹98 Cr	644,407
Varun Beverages Ltd (Consumer Defensive) Equity, Since 30 Sep 24 \| VBL	3%	₹92 Cr	1,701,656 ↓ -156,525
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services) Equity, Since 30 Apr 24 \| 890157	2%	₹88 Cr	680,825 ↓ -22,557
Bharat Electronics Ltd (Industrials) Equity, Since 31 Jul 20 \| BEL	2%	₹74 Cr	2,467,557
Tata Consumer Products Ltd (Consumer Defensive) Equity, Since 30 Jun 24 \| 500800	2%	₹70 Cr	699,807

9. Edelweiss Multi Cap Fund

(Erstwhile Edelweiss Economic Resurgence Fund )

The investment objective of the Scheme is to generate long-term capital appreciation from a diversi?ed portfolio that predominantly invests in equity and equity-related securities of companies across various market capitalisation. However, there can be no assurance that the investment objective of the Scheme will be realised.

Edelweiss Multi Cap Fund is a Equity - Multi Cap fund was launched on 3 Feb 15. It is a fund with High risk and has given a CAGR/Annualized return of 13.4% since its launch. Return for 2024 was 25.4% , 2023 was 29.3% and 2022 was 0.7% .

Below is the key information for Edelweiss Multi Cap Fund

Edelweiss Multi Cap Fund Growth
Launch Date	3 Feb 15
NAV (29 Apr 25)	₹36.229 ↑ 0.01 (0.02 %)
Net Assets (Cr)	₹2,419 on 31 Mar 25
Category	Equity - Multi Cap
AMC	Edelweiss Asset Management Limited
Rating	Not Rated
Risk	High
Expense Ratio	2.09
Sharpe Ratio	0.22
Information Ratio	0.42
Alpha Ratio	3.16
Min Investment	5,000
Min SIP Investment	1,000
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹16,956
31 Mar 22	₹20,624
31 Mar 23	₹20,569
31 Mar 24	₹28,859
31 Mar 25	₹31,628

Edelweiss Multi Cap 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 Edelweiss Multi Cap Fund

Returns up to 1 year are on 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%
3 Month	2.9%
6 Month	-5.1%
1 Year	8.8%
3 Year	17.9%
5 Year	24.4%
10 Year
15 Year
Since launch	13.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	25.4%
2022	29.3%
2021	0.7%
2020	34.7%
2019	14.4%
2018	8.4%
2017	-4.9%
2016	47.4%
2015	0.4%
2014

Fund Manager information for Edelweiss Multi Cap Fund

Name	Since	Tenure
Ashwani Agarwalla	15 Jun 22	2.79 Yr.
Trideep Bhattacharya	1 Oct 21	3.5 Yr.
Raj Koradia	1 Aug 24	0.66 Yr.

Data below for Edelweiss Multi Cap Fund as on 31 Mar 25

Equity Sector Allocation

Sector	Value
Financial Services	33.21%
Industrials	11.94%
Consumer Cyclical	10.8%
Technology	10.3%
Health Care	7.93%
Consumer Defensive	5.77%
Basic Materials	5.53%
Communication Services	3.63%
Utility	3.53%
Energy	3.52%
Real Estate	2.14%

Asset Allocation

Asset Class	Value
Cash	1.69%
Equity	98.31%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 28 Feb 15 \| HDFCBANK	8%	₹196 Cr	1,072,771 ↑ 46,424
ICICI Bank Ltd (Financial Services) Equity, Since 28 Feb 15 \| ICICIBANK	6%	₹141 Cr	1,044,241
Larsen & Toubro Ltd (Industrials) Equity, Since 28 Feb 15 \| LT	4%	₹97 Cr	278,624
NTPC Ltd (Utilities) Equity, Since 31 Oct 22 \| 532555	3%	₹74 Cr	2,065,668 ↑ 250,359
Infosys Ltd (Technology) Equity, Since 30 Apr 18 \| INFY	3%	₹74 Cr	468,946 ↓ -142,131
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 19 \| BHARTIARTL	3%	₹65 Cr	372,285 ↑ 27,744
Reliance Industries Ltd (Energy) Equity, Since 31 Jul 17 \| RELIANCE	3%	₹64 Cr	505,547
Bajaj Finance Ltd (Financial Services) Equity, Since 31 Jan 22 \| 500034	3%	₹63 Cr	70,450
UltraTech Cement Ltd (Basic Materials) Equity, Since 31 May 19 \| 532538	3%	₹61 Cr	53,038
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Mar 25 \| KOTAKBANK	2%	₹50 Cr	228,410 ↑ 228,410

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1. एकाच श्रेणीतील विविध फंडांमधील परताव्यांची तुलना करा

बेंचमार्किंगच्या सर्वात मूलभूत प्रकारांपैकी एक म्हणजे समान श्रेणीतील फंडाची तुलना करणे. मूल्यमापन करताना अलार्ज कॅप फंड, तुम्ही त्याच्या परताव्यांची तुलना इतर जुळणाऱ्या लार्ज कॅप डायव्हर्सिफाइड इक्विटी फंडांशी करावी. मिड-कॅप डायव्हर्सिफाइड इक्विटी फंडाशी त्याची तुलना केल्यास अचूक परिणाम मिळणार नाही कारण लार्ज कॅप आणि दोन्हीमधील जोखीम आणि बक्षीस संबंधमिड कॅप फंड तुलना करता येत नाहीत. डायव्हर्सिफाइड फंड, जसे की ते सर्व मार्केट कॅपमध्ये गुंतवणूक करतात आणि म्हणून एखाद्याने त्यांची तुलना समान आदेश असलेल्या फंडांशी केली पाहिजे.

अतिरिक्तघटक डायव्हर्सिफाइड फंडाचे मूल्यमापन करणे ही कालमर्यादा आहे. इक्विटी दीर्घ कालावधीसाठी (५ वर्षांपेक्षा जास्त) परतावा देण्यासाठी सुसज्ज असल्याने, वैविध्यपूर्ण फंडांमध्ये दीर्घकालीन कालावधीसाठी गुंतवणूक केली पाहिजे. दीर्घ कालावधीत वैविध्यपूर्ण फंडाचे मूल्यांकन केल्याने तुम्हाला बूम-अँड-बस्ट सायकल दरम्यान त्याची कामगिरी मोजण्यात मदत होईल. श्रेणी सरासरीसह विविध बाजार टप्प्यांमध्ये त्याच्या कामगिरीचा आढावा घेऊन गुंतवणूकदार वैविध्यपूर्ण फंडाच्या परताव्याच्या सातत्यांचे विश्लेषण करू शकतात. असे म्हटल्यावर, योग्य समवयस्क गटाची स्थापना करणे महत्त्वाचे आहे, हे तयार करतेआधार परतावा, अस्थिरता आणि अशा प्रकारे अंतिम निधी निवडीसाठी मदत करते.

2. बेंचमार्क इंडेक्सच्या विरूद्ध डायव्हर्सिफाइड फंड रिटर्न्स तपासा

प्रत्येक वैविध्यपूर्ण फंडासाठी त्याच्या ऑफर दस्तऐवजात बेंचमार्क निर्देशांक नमूद करणे अनिवार्य आहे. हा बेंचमार्क निर्देशांक वैविध्यपूर्ण फंडाने चांगली कामगिरी केली आहे की नाही हे ठरवण्यासाठी एक सूचक आहे. वैविध्यपूर्ण फंडाच्या कामगिरीचे मूल्यमापन करताना, गुंतवणूकदारांनी 3 वर्षे, 5 वर्षे किंवा 10 वर्षे यापेक्षा जास्त कालावधीचे चक्र विचारात घेतले पाहिजे. जे फंड त्यांच्या बेंचमार्क निर्देशांकांना सतत मागे टाकतात, त्यांचा गुंतवणुकीसाठी विचार केला पाहिजे.

3. निधीच्या सुसंगततेचे वजन करा

बेंचमार्क इंडेक्स मूल्यांकनाव्यतिरिक्त, गुंतवणूकदारांनी फंडाच्या ऐतिहासिक कामगिरीचे देखील मूल्यांकन केले पाहिजे. दीर्घकालीन, अनेक वैविध्यपूर्ण फंड बाजारातील मंदीच्या काळात आणि त्यांच्या बेंचमार्क निर्देशांक आणि श्रेणी सरासरीपेक्षाही खाली बुडतात. केवळ काही लोक सर्व बाजार परिस्थितींमध्ये त्यांची कामगिरी टिकवून ठेवतात. उतार-चढाव आणि मंदीमध्ये चांगली कामगिरी करणारा फंड निवडणे महत्त्वाचे आहे, नाहीतर तुमच्याकडे असा फंड असेल जो चांगली कामगिरी करू शकेल, परंतु नंतर हे पाहायचे आहे की मंदीमध्ये सर्व परतावे नष्ट होतात. अशा प्रकारे, एकगुंतवणूकदार त्यांनी त्यांच्या पोर्टफोलिओमध्ये सर्वात सुसंगत कलाकारांचा समावेश केला आहे याची खात्री करावी.

4. फंडातील जोखमींबद्दल जागरूक रहा

गुंतवणूक करण्यापूर्वी, एखाद्याने वैविध्यपूर्ण फंडाचे जोखीम-परताव्याचे विश्लेषण केले पाहिजे. असे करण्यासाठी, एखाद्याने काही महत्त्वपूर्ण गुणोत्तरांकडे लक्ष दिले पाहिजे, जसे की:

a अल्फा

अल्फा जोखीम-समायोजित आधारावर वैविध्यपूर्ण फंडाच्या कामगिरीचे मोजमाप आहे. जोखीम समायोजित आधारावर फंड किंवा स्टॉकने सामान्य बाजारात किती कामगिरी केली आहे यावर ते मोजते. 1 चा पॉझिटिव्ह अल्फा म्हणजे फंडाने त्याच्या बेंचमार्क इंडेक्सला 1% ने मागे टाकले आहे, तर -1 चा नकारात्मक अल्फा हे सूचित करेल की फंडाने त्याच्या मार्केट बेंचमार्कपेक्षा 1% कमी परतावा दिला आहे. त्यामुळे, मुळात, गुंतवणूकदाराची रणनीती सकारात्मक अल्फासह सिक्युरिटीज किंवा म्युच्युअल फंड खरेदी करण्याची असावी.

b बीटा

बीटा बेंचमार्क निर्देशांकाच्या तुलनेत वैविध्यपूर्ण फंडाची अस्थिरता मोजते. बीटा सकारात्मक किंवा नकारात्मक आकृत्यांमध्ये दर्शविला जातो. 1 चा बीटा सूचित करतो की स्टॉकची किंमत किंवा म्युच्युअल फंडनाही बाजाराच्या अनुषंगाने चालते. 1 पेक्षा जास्त बीटा दर्शवितो की स्टॉक मार्केटपेक्षा जास्त जोखीमपूर्ण आहे आणि 1 पेक्षा कमी बीटा म्हणजे स्टॉक मार्केटपेक्षा कमी जोखमीचा आहे. त्यामुळे, घसरलेल्या मार्केटमध्ये लोअर बीटा चांगला आहे. वाढत्या बाजारपेठेत, उच्च-बीटा अधिक चांगले आहे.

c मानक विचलन (SD)

SD हा फंडातील अस्थिरता किंवा जोखीम दर्शविणारा सांख्यिकीय उपाय आहे. SD जितका जास्त असेल तितके परताव्यात चढ-उतार जास्त असतील. तद्वतच, गुंतवणूकदार कमी असलेल्या निधीचा शोध घेतातप्रमाणित विचलन.

d शार्प रेशो (SR)

तीव्र प्रमाण घेतलेल्या जोखमीच्या संदर्भात परतावा (नकारात्मक आणि सकारात्मक दोन्ही) मोजतो. येथे जोखीम मानक विचलनाद्वारे परिभाषित केली आहे. उच्च शार्प गुणोत्तर म्हणजे, जास्त जोखीम न घेता उच्च परतावा. अशा प्रकारे, गुंतवणूक करताना, गुंतवणूकदारांनी उच्च शार्प रेशो दर्शविणारा वैविध्यपूर्ण फंड निवडावा. पुन्हा एकदा, गुंतवणूकदाराने वैविध्यपूर्ण फंडाच्या SD आणि SR चे ऐतिहासिक आधारावर मूल्यमापन करणे उचित आहे जेणेकरून सर्वात सातत्यपूर्ण कामगिरी करणार्‍यांची निवड करता येईल.

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येथे प्रदान केलेली माहिती अचूक असल्याची खात्री करण्यासाठी सर्व प्रयत्न केले गेले आहेत. तथापि, डेटाच्या अचूकतेबद्दल कोणतीही हमी दिली जात नाही. कृपया कोणतीही गुंतवणूक करण्यापूर्वी योजना माहिती दस्तऐवजासह सत्यापित करा.