भारतातील शीर्ष 5 सर्वोत्तम उच्च जोखीम म्युच्युअल फंड

Updated on May 10, 2026 , 21840 views

उच्च धोकाम्युच्युअल फंड भविष्यात उच्च परतावा देण्याची क्षमता असलेल्या फंडांचा संदर्भ घ्या.

हे असे फंड आहेत जे गुंतवणुकीत उच्च पातळीची जोखीम घेण्यास इच्छुक असलेल्या गुंतवणूकदारांसाठी आदर्श आहेत. परंतु, हे फंड अत्यंत अस्थिर असतात. म्हणूनच पोर्टफोलिओमधील अशा उच्च-जोखीम निधीचे वेळोवेळी सक्रियपणे व्यवस्थापन करणे आवश्यक आहे. उच्च जोखीम असलेले म्युच्युअल फंड सहसा गुंतवणूकदारांना चांगला लाभांश देतात. म्हणून, जर तुम्ही चांगला परतावा मिळविण्यासाठी उच्च-जोखीम घेण्यास तयार असाल, तर तुम्ही प्राधान्य देऊ शकतागुंतवणूक या सूचीबद्ध निधीमध्ये.

उच्च जोखीम गुंतवणूक काय आहेत?

उच्च जोखीम निधी दीर्घकालीन संपत्ती निर्माण करण्यात मदत करतात. त्यांचे दीर्घकालीन नियोजनही करता येतेआर्थिक उद्दिष्टे जसेसेवानिवृत्तीया फंडांमध्ये गुंतवणूक करून जगाचा दौरा, स्वप्नातील घर खरेदी, लग्न इ. उच्च जोखीम निधी ही दीर्घकालीन गुंतवणूक आहे जी 5 वर्षांपेक्षा जास्त कालावधीसाठी गुंतवायची असते.

अशा गुंतवणुकीसाठी म्युच्युअल फंडांचा सल्ला दिला जातोइक्विटी फंड. इक्विटी फंड हा उच्च जोखमीचा, उच्च परतावा देणारा फंड मानला जातो. इक्विटी फंड कंपन्यांच्या स्टॉक्स/शेअर्समध्ये गुंतवणूक करतात. एखाद्या फर्ममध्ये थेट गुंतवणूक न करता किंवा गुंतवणूक न करता (लहान भागामध्ये) व्यवसायाचा मालक बनण्याचा हा एक उत्तम मार्ग आहे. इक्विटी फंडाचे विविध प्रकार आहेतलार्ज कॅप फंड, मध्य आणिस्मॉल कॅप फंड,वैविध्यपूर्ण निधी,क्षेत्र निधी आणिELSS (इक्विटी लिंक्ड सेव्हिंग स्कीम्स).

सर्वोत्तम उच्च जोखीम म्युच्युअल फंड

मिड आणि स्मॉल कॅप फंड

मिड आणि स्मॉल कॅप फंड अनुक्रमे मध्यम आणि लहान (किंवा स्टार्टअप) कंपन्यांमध्ये गुंतवणूक करतात. या फंडांमध्ये उदयोन्मुख कंपन्यांचा साठा असल्याने ते अतिशय धोकादायक असतात. म्हणून, जे गुंतवणूकदार सुमारे 7-10 वर्षे आणि त्याहून अधिक काळ गुंतवणूक करू शकतात, त्यांनी फक्त या फंडांमध्ये गुंतवणूक करण्यास प्राधान्य द्यावे. जर कंपन्यांनी दीर्घकाळात चांगली कामगिरी केली तर गुंतवणूकदारांना चांगला परतावा मिळू शकतो.

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
ICICI Prudential MidCap Fund Growth	₹328.23 ↓ -7.84	₹6,569	0.6	5	19.9	25.3	20.1	11.1
Invesco India Mid Cap Fund Growth	₹179.82 ↓ -5.53	₹9,895	-1.8	-2.8	11.2	24.9	21	6.3
Edelweiss Mid Cap Fund Growth	₹102.915 ↓ -2.65	₹13,554	-1.7	-1.3	8.5	23.9	20.5	3.8
Sundaram Mid Cap Fund Growth	₹1,411.4 ↓ -35.10	₹11,898	-2.4	-2.1	9	23	19.6	4.1
HDFC Mid-Cap Opportunities Fund Growth	₹195.697 ↓ -4.20	₹85,358	-4.3	-3.9	7.9	22.7	20.7	6.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 May 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	ICICI Prudential MidCap Fund	Invesco India Mid Cap Fund	Edelweiss Mid Cap Fund	Sundaram Mid Cap Fund	HDFC Mid-Cap Opportunities Fund
Point 1	Bottom quartile AUM (₹6,569 Cr).	Bottom quartile AUM (₹9,895 Cr).	Upper mid AUM (₹13,554 Cr).	Lower mid AUM (₹11,898 Cr).	Highest AUM (₹85,358 Cr).
Point 2	Established history (21+ yrs).	Established history (19+ yrs).	Established history (18+ yrs).	Oldest track record among peers (23 yrs).	Established history (18+ yrs).
Point 3	Rating: 2★ (bottom quartile).	Rating: 2★ (bottom quartile).	Rating: 3★ (upper mid).	Top rated.	Rating: 3★ (lower mid).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 20.11% (bottom quartile).	5Y return: 20.95% (top quartile).	5Y return: 20.45% (lower mid).	5Y return: 19.60% (bottom quartile).	5Y return: 20.74% (upper mid).
Point 6	3Y return: 25.29% (top quartile).	3Y return: 24.92% (upper mid).	3Y return: 23.92% (lower mid).	3Y return: 22.98% (bottom quartile).	3Y return: 22.67% (bottom quartile).
Point 7	1Y return: 19.94% (top quartile).	1Y return: 11.22% (upper mid).	1Y return: 8.48% (bottom quartile).	1Y return: 9.01% (lower mid).	1Y return: 7.92% (bottom quartile).
Point 8	Alpha: 8.43 (top quartile).	Alpha: 0.00 (bottom quartile).	Alpha: -0.08 (bottom quartile).	Alpha: 0.04 (lower mid).	Alpha: 1.20 (upper mid).
Point 9	Sharpe: 0.37 (top quartile).	Sharpe: -0.08 (lower mid).	Sharpe: -0.12 (bottom quartile).	Sharpe: -0.12 (bottom quartile).	Sharpe: -0.04 (upper mid).
Point 10	Information ratio: 0.42 (top quartile).	Information ratio: 0.00 (bottom quartile).	Information ratio: 0.31 (lower mid).	Information ratio: 0.22 (bottom quartile).	Information ratio: 0.39 (upper mid).

ICICI Prudential MidCap Fund

Bottom quartile AUM (₹6,569 Cr).
Established history (21+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 20.11% (bottom quartile).
3Y return: 25.29% (top quartile).
1Y return: 19.94% (top quartile).
Alpha: 8.43 (top quartile).
Sharpe: 0.37 (top quartile).
Information ratio: 0.42 (top quartile).

Invesco India Mid Cap Fund

Bottom quartile AUM (₹9,895 Cr).
Established history (19+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 20.95% (top quartile).
3Y return: 24.92% (upper mid).
1Y return: 11.22% (upper mid).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.08 (lower mid).
Information ratio: 0.00 (bottom quartile).

Edelweiss Mid Cap Fund

Upper mid AUM (₹13,554 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 20.45% (lower mid).
3Y return: 23.92% (lower mid).
1Y return: 8.48% (bottom quartile).
Alpha: -0.08 (bottom quartile).
Sharpe: -0.12 (bottom quartile).
Information ratio: 0.31 (lower mid).

Sundaram Mid Cap Fund

Lower mid AUM (₹11,898 Cr).
Oldest track record among peers (23 yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 19.60% (bottom quartile).
3Y return: 22.98% (bottom quartile).
1Y return: 9.01% (lower mid).
Alpha: 0.04 (lower mid).
Sharpe: -0.12 (bottom quartile).
Information ratio: 0.22 (bottom quartile).

HDFC Mid-Cap Opportunities Fund

Highest AUM (₹85,358 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 20.74% (upper mid).
3Y return: 22.67% (bottom quartile).
1Y return: 7.92% (bottom quartile).
Alpha: 1.20 (upper mid).
Sharpe: -0.04 (upper mid).
Information ratio: 0.39 (upper mid).

सेक्टर फंड

हे असे फंड आहेत जे सेक्टर स्पेसिफिक आहेत, म्हणजे ते इन्फ्रा, फार्मा, बँकिंग यासारख्या विशिष्ट क्षेत्रात गुंतवणूक करतात. हे उच्च-जोखीम असलेले फंड आहेत, ते तुमचे पैसे दुप्पट करू शकतात किंवा त्रास देऊ शकतात. म्हणून, ज्या गुंतवणूकदारांना या क्षेत्राच्या भविष्यातील वाढीबद्दल माहिती आहे ज्यांना तो गुंतवणूक करू इच्छितो त्यांनी या फंडांमध्ये गुंतवणूक करण्यास प्राधान्य द्यावे.

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
DSP Natural Resources and New Energy Fund Growth	₹110.122 ↓ -0.93	₹2,044	1.3	12.6	32.7	23.4	16.4	17.5
BOI AXA Manufacturing and Infrastructure Fund Growth	₹62.14 ↓ -1.04	₹647	3.1	5.6	19.1	24.5	21.6	7.8
DSP India T.I.G.E.R Fund Growth	₹342.851 ↓ -6.44	₹4,979	5.1	7.6	16.8	25.9	24.4	-2.5
SBI Magnum COMMA Fund Growth	₹115.698 ↓ -1.05	₹939	0.8	7	15.5	20.8	12.8	12.3
LIC MF Infrastructure Fund Growth	₹51.2653 ↓ -1.31	₹905	1.3	2	14.1	27.1	24.1	-3.7
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 May 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	DSP Natural Resources and New Energy Fund	BOI AXA Manufacturing and Infrastructure Fund	DSP India T.I.G.E.R Fund	SBI Magnum COMMA Fund	LIC MF Infrastructure Fund
Point 1	Upper mid AUM (₹2,044 Cr).	Bottom quartile AUM (₹647 Cr).	Highest AUM (₹4,979 Cr).	Lower mid AUM (₹939 Cr).	Bottom quartile AUM (₹905 Cr).
Point 2	Established history (18+ yrs).	Established history (16+ yrs).	Oldest track record among peers (21 yrs).	Established history (20+ yrs).	Established history (18+ yrs).
Point 3	Top rated.	Not Rated.	Rating: 4★ (upper mid).	Rating: 4★ (lower mid).	Not Rated.
Point 4	Risk profile: High.	Risk profile: High.	Risk profile: High.	Risk profile: High.	Risk profile: High.
Point 5	5Y return: 16.40% (bottom quartile).	5Y return: 21.61% (lower mid).	5Y return: 24.45% (top quartile).	5Y return: 12.77% (bottom quartile).	5Y return: 24.07% (upper mid).
Point 6	3Y return: 23.37% (bottom quartile).	3Y return: 24.54% (lower mid).	3Y return: 25.92% (upper mid).	3Y return: 20.85% (bottom quartile).	3Y return: 27.12% (top quartile).
Point 7	1Y return: 32.70% (top quartile).	1Y return: 19.11% (upper mid).	1Y return: 16.78% (lower mid).	1Y return: 15.52% (bottom quartile).	1Y return: 14.11% (bottom quartile).
Point 8	Alpha: 0.00 (lower mid).	Alpha: 0.00 (bottom quartile).	Alpha: 0.00 (bottom quartile).	Alpha: 2.28 (top quartile).	Alpha: 2.02 (upper mid).
Point 9	Sharpe: 1.19 (top quartile).	Sharpe: 0.31 (lower mid).	Sharpe: -0.01 (bottom quartile).	Sharpe: 0.42 (upper mid).	Sharpe: -0.01 (bottom quartile).
Point 10	Information ratio: 0.00 (upper mid).	Information ratio: 0.00 (lower mid).	Information ratio: 0.00 (bottom quartile).	Information ratio: -0.06 (bottom quartile).	Information ratio: 0.34 (top quartile).

DSP Natural Resources and New Energy Fund

Upper mid AUM (₹2,044 Cr).
Established history (18+ yrs).
Top rated.
Risk profile: High.
5Y return: 16.40% (bottom quartile).
3Y return: 23.37% (bottom quartile).
1Y return: 32.70% (top quartile).
Alpha: 0.00 (lower mid).
Sharpe: 1.19 (top quartile).
Information ratio: 0.00 (upper mid).

BOI AXA Manufacturing and Infrastructure Fund

Bottom quartile AUM (₹647 Cr).
Established history (16+ yrs).
Not Rated.
Risk profile: High.
5Y return: 21.61% (lower mid).
3Y return: 24.54% (lower mid).
1Y return: 19.11% (upper mid).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.31 (lower mid).
Information ratio: 0.00 (lower mid).

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

Highest AUM (₹4,979 Cr).
Oldest track record among peers (21 yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 24.45% (top quartile).
3Y return: 25.92% (upper mid).
1Y return: 16.78% (lower mid).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.01 (bottom quartile).
Information ratio: 0.00 (bottom quartile).

SBI Magnum COMMA Fund

Lower mid AUM (₹939 Cr).
Established history (20+ yrs).
Rating: 4★ (lower mid).
Risk profile: High.
5Y return: 12.77% (bottom quartile).
3Y return: 20.85% (bottom quartile).
1Y return: 15.52% (bottom quartile).
Alpha: 2.28 (top quartile).
Sharpe: 0.42 (upper mid).
Information ratio: -0.06 (bottom quartile).

LIC MF Infrastructure Fund

Bottom quartile AUM (₹905 Cr).
Established history (18+ yrs).
Not Rated.
Risk profile: High.
5Y return: 24.07% (upper mid).
3Y return: 27.12% (top quartile).
1Y return: 14.11% (bottom quartile).
Alpha: 2.02 (upper mid).
Sharpe: -0.01 (bottom quartile).
Information ratio: 0.34 (top quartile).

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डायव्हर्सिफाइड फंड किंवा मल्टी कॅप फंड

हे फंड सर्वत्र गुंतवणूक करतातबाजार कॅप- लार्ज कॅप, मिड आणि स्मॉल कॅप फंड. गुंतवणुकीच्या तंत्रामुळे ते पोर्टफोलिओ समतोल राखण्यात प्रावीण्य मिळवतात. त्यामुळे धोका मध्यम असतो. जर एक फंड चांगली कामगिरी करू शकला नाही, तर इतर फंड पोर्टफोलिओ संतुलित करण्यासाठी असतात. गुंतवणूकदारांनी आदर्शपणे किमान 5 वर्षे आणि त्याहून अधिक काळ गुंतवणूक केली पाहिजे.

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
Aditya Birla Sun Life Manufacturing Equity Fund Growth	₹35.18 ↓ -0.65	₹1,016	3	4.5	16.9	21.4	14.1	3.5
Mahindra Badhat Yojana Growth	₹35.9067 ↓ -0.84	₹5,661	-1	-1.1	7.3	19.6	17.1	3.4
ICICI Prudential Multicap Fund Growth	₹814.2 ↓ -18.42	₹14,681	-0.2	0.6	6.2	19.2	17.3	5.7
Nippon India Multi Cap Fund Growth	₹291.141 ↓ -7.07	₹46,321	-3.1	-4.2	3.3	18.6	20.5	4.1
Motilal Oswal Multicap 35 Fund Growth	₹54.953 ↓ -1.50	₹11,679	-6.9	-12.1	-8.1	17.9	12	-5.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 May 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Aditya Birla Sun Life Manufacturing Equity Fund	Mahindra Badhat Yojana	ICICI Prudential Multicap Fund	Nippon India Multi Cap Fund	Motilal Oswal Multicap 35 Fund
Point 1	Bottom quartile AUM (₹1,016 Cr).	Bottom quartile AUM (₹5,661 Cr).	Upper mid AUM (₹14,681 Cr).	Highest AUM (₹46,321 Cr).	Lower mid AUM (₹11,679 Cr).
Point 2	Established history (11+ yrs).	Established history (9+ yrs).	Oldest track record among peers (31 yrs).	Established history (21+ yrs).	Established history (12+ yrs).
Point 3	Not Rated.	Not Rated.	Rating: 3★ (upper mid).	Rating: 2★ (lower mid).	Top rated.
Point 4	Risk profile: High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 14.14% (bottom quartile).	5Y return: 17.06% (lower mid).	5Y return: 17.27% (upper mid).	5Y return: 20.45% (top quartile).	5Y return: 12.02% (bottom quartile).
Point 6	3Y return: 21.45% (top quartile).	3Y return: 19.64% (upper mid).	3Y return: 19.21% (lower mid).	3Y return: 18.62% (bottom quartile).	3Y return: 17.91% (bottom quartile).
Point 7	1Y return: 16.92% (top quartile).	1Y return: 7.28% (upper mid).	1Y return: 6.17% (lower mid).	1Y return: 3.29% (bottom quartile).	1Y return: -8.07% (bottom quartile).
Point 8	Alpha: 0.00 (lower mid).	Alpha: 2.90 (top quartile).	Alpha: -1.27 (bottom quartile).	Alpha: 0.48 (upper mid).	Alpha: -8.96 (bottom quartile).
Point 9	Sharpe: 0.06 (top quartile).	Sharpe: -0.24 (upper mid).	Sharpe: -0.52 (bottom quartile).	Sharpe: -0.40 (lower mid).	Sharpe: -1.03 (bottom quartile).
Point 10	Information ratio: 0.00 (bottom quartile).	Information ratio: 0.38 (lower mid).	Information ratio: 0.23 (bottom quartile).	Information ratio: 0.49 (upper mid).	Information ratio: 0.51 (top quartile).

Aditya Birla Sun Life Manufacturing Equity Fund

Bottom quartile AUM (₹1,016 Cr).
Established history (11+ yrs).
Not Rated.
Risk profile: High.
5Y return: 14.14% (bottom quartile).
3Y return: 21.45% (top quartile).
1Y return: 16.92% (top quartile).
Alpha: 0.00 (lower mid).
Sharpe: 0.06 (top quartile).
Information ratio: 0.00 (bottom quartile).

Mahindra Badhat Yojana

Bottom quartile AUM (₹5,661 Cr).
Established history (9+ yrs).
Not Rated.
Risk profile: Moderately High.
5Y return: 17.06% (lower mid).
3Y return: 19.64% (upper mid).
1Y return: 7.28% (upper mid).
Alpha: 2.90 (top quartile).
Sharpe: -0.24 (upper mid).
Information ratio: 0.38 (lower mid).

ICICI Prudential Multicap Fund

Upper mid AUM (₹14,681 Cr).
Oldest track record among peers (31 yrs).
Rating: 3★ (upper mid).
Risk profile: Moderately High.
5Y return: 17.27% (upper mid).
3Y return: 19.21% (lower mid).
1Y return: 6.17% (lower mid).
Alpha: -1.27 (bottom quartile).
Sharpe: -0.52 (bottom quartile).
Information ratio: 0.23 (bottom quartile).

Nippon India Multi Cap Fund

Highest AUM (₹46,321 Cr).
Established history (21+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 20.45% (top quartile).
3Y return: 18.62% (bottom quartile).
1Y return: 3.29% (bottom quartile).
Alpha: 0.48 (upper mid).
Sharpe: -0.40 (lower mid).
Information ratio: 0.49 (upper mid).

Motilal Oswal Multicap 35 Fund

Lower mid AUM (₹11,679 Cr).
Established history (12+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 12.02% (bottom quartile).
3Y return: 17.91% (bottom quartile).
1Y return: -8.07% (bottom quartile).
Alpha: -8.96 (bottom quartile).
Sharpe: -1.03 (bottom quartile).
Information ratio: 0.51 (top quartile).

लार्ज कॅप फंड

हे असे फंड आहेत जे भारतातील मोठ्या आकाराच्या कंपन्यांमध्ये गुंतवणूक करतात. या अशा कंपन्या आहेत ज्या उद्योगात आघाडीवर आहेत आणि स्थिर परताव्यासाठी ओळखल्या जातात. लार्ज-कॅप फंड मोठ्या कंपन्यांमध्ये गुंतवणूक करतात म्हणून ते मिड आणि स्मॉल कॅपपेक्षा कमी धोकादायक असतात. परंतु, इक्विटी फंड असल्याने, याचा धोका नेहमीच असतो. जे गुंतवणूकदार मध्यम ते उच्च पातळीची जोखीम सहन करू शकतात आणि 5 वर्षे आणि अधिक गुंतवणूक करू शकतात ते या योजनांमध्ये गुंतवणूक करू शकतात.

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2025 (%)
Nippon India Large Cap Fund Growth	₹86.5421 ↓ -1.80	₹46,521	-7.6	-7.5	-1.6	14.4	16	9.2
ICICI Prudential Bluechip Fund Growth	₹104.66 ↓ -1.90	₹69,948	-8.3	-8.7	-3.4	14.1	13.9	11.3
Invesco India Largecap Fund Growth	₹66.57 ↓ -1.53	₹1,537	-5.7	-7.1	-1.1	14.3	13.2	5.5
HDFC Top 100 Fund Growth	₹1,069.55 ↓ -21.16	₹35,458	-9.5	-8.6	-5.2	11.3	12.7	7.9
IDBI India Top 100 Equity Fund Growth	₹44.16 ↑ 0.05	₹655	9.2	12.5	15.4	21.9	12.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 May 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Nippon India Large Cap Fund	ICICI Prudential Bluechip Fund	Invesco India Largecap Fund	HDFC Top 100 Fund	IDBI India Top 100 Equity Fund
Point 1	Upper mid AUM (₹46,521 Cr).	Highest AUM (₹69,948 Cr).	Bottom quartile AUM (₹1,537 Cr).	Lower mid AUM (₹35,458 Cr).	Bottom quartile AUM (₹655 Cr).
Point 2	Established history (18+ yrs).	Established history (17+ yrs).	Established history (16+ yrs).	Oldest track record among peers (29 yrs).	Established history (14+ yrs).
Point 3	Top rated.	Rating: 4★ (upper mid).	Rating: 3★ (lower mid).	Rating: 3★ (bottom quartile).	Rating: 3★ (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: 16.03% (top quartile).	5Y return: 13.94% (upper mid).	5Y return: 13.20% (lower mid).	5Y return: 12.68% (bottom quartile).	5Y return: 12.61% (bottom quartile).
Point 6	3Y return: 14.40% (upper mid).	3Y return: 14.08% (bottom quartile).	3Y return: 14.30% (lower mid).	3Y return: 11.35% (bottom quartile).	3Y return: 21.88% (top quartile).
Point 7	1Y return: -1.55% (lower mid).	1Y return: -3.38% (bottom quartile).	1Y return: -1.14% (upper mid).	1Y return: -5.20% (bottom quartile).	1Y return: 15.39% (top quartile).
Point 8	Alpha: 0.82 (lower mid).	Alpha: 0.19 (bottom quartile).	Alpha: 0.93 (upper mid).	Alpha: -1.93 (bottom quartile).	Alpha: 2.11 (top quartile).
Point 9	Sharpe: -0.49 (upper mid).	Sharpe: -0.55 (bottom quartile).	Sharpe: -0.50 (lower mid).	Sharpe: -0.70 (bottom quartile).	Sharpe: 1.09 (top quartile).
Point 10	Information ratio: 1.17 (top quartile).	Information ratio: 1.02 (upper mid).	Information ratio: 0.54 (lower mid).	Information ratio: 0.10 (bottom quartile).	Information ratio: 0.14 (bottom quartile).

Nippon India Large Cap Fund

Upper mid AUM (₹46,521 Cr).
Established history (18+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 16.03% (top quartile).
3Y return: 14.40% (upper mid).
1Y return: -1.55% (lower mid).
Alpha: 0.82 (lower mid).
Sharpe: -0.49 (upper mid).
Information ratio: 1.17 (top quartile).

ICICI Prudential Bluechip Fund

Highest AUM (₹69,948 Cr).
Established history (17+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 13.94% (upper mid).
3Y return: 14.08% (bottom quartile).
1Y return: -3.38% (bottom quartile).
Alpha: 0.19 (bottom quartile).
Sharpe: -0.55 (bottom quartile).
Information ratio: 1.02 (upper mid).

Invesco India Largecap Fund

Bottom quartile AUM (₹1,537 Cr).
Established history (16+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 13.20% (lower mid).
3Y return: 14.30% (lower mid).
1Y return: -1.14% (upper mid).
Alpha: 0.93 (upper mid).
Sharpe: -0.50 (lower mid).
Information ratio: 0.54 (lower mid).

HDFC Top 100 Fund

Lower mid AUM (₹35,458 Cr).
Oldest track record among peers (29 yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 12.68% (bottom quartile).
3Y return: 11.35% (bottom quartile).
1Y return: -5.20% (bottom quartile).
Alpha: -1.93 (bottom quartile).
Sharpe: -0.70 (bottom quartile).
Information ratio: 0.10 (bottom quartile).

IDBI India Top 100 Equity Fund

Bottom quartile AUM (₹655 Cr).
Established history (14+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 12.61% (bottom quartile).
3Y return: 21.88% (top quartile).
1Y return: 15.39% (top quartile).
Alpha: 2.11 (top quartile).
Sharpe: 1.09 (top quartile).
Information ratio: 0.14 (bottom quartile).

1. DSP World Gold Fund

"The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of MLIIF - WGF. The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or units of money market/liquid schemes of DSP Merrill Lynch Mutual Fund, in order to meet liquidity requirements from time to time. However, there is no assurance that the investment objective of the Scheme will be realized."

Research Highlights for DSP World Gold Fund

Bottom quartile AUM (₹1,769 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: High.
5Y return: 26.90% (top quartile).
3Y return: 50.47% (top quartile).
1Y return: 122.15% (top quartile).
Alpha: 1.04 (top quartile).
Sharpe: 2.16 (top quartile).
Information ratio: -0.83 (bottom quartile).
Higher exposure to Basic Materials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
Largest holding BGF World Gold I2 (~68.7%).
Top-3 holdings concentration ~100.2%.

Below is the key information for DSP World Gold Fund

DSP World Gold Fund Growth
Launch Date	14 Sep 07
NAV (11 May 26)	₹63.6894 ↑ 2.34 (3.82 %)
Net Assets (Cr)	₹1,769 on 31 Mar 26
Category	Equity - Global
AMC	DSP BlackRock Invmt Managers Pvt. Ltd.
Rating	☆☆☆
Risk	High
Expense Ratio	1.41
Sharpe Ratio	2.16
Information Ratio	-0.83
Alpha Ratio	1.04
Min Investment	1,000
Min SIP Investment	500
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Apr 21	₹10,000
30 Apr 22	₹9,761
30 Apr 23	₹9,973
30 Apr 24	₹10,050
30 Apr 25	₹15,157
30 Apr 26	₹31,297

DSP World Gold Fund SIP Returns

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

Returns for DSP World Gold Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 May 26

Duration	Returns
1 Month	1.1%
3 Month	-0.4%
6 Month	41%
1 Year	122.2%
3 Year	50.5%
5 Year	26.9%
10 Year
15 Year
Since launch	10.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	167.1%
2024	15.9%
2023	7%
2022	-7.7%
2021	-9%
2020	31.4%
2019	35.1%
2018	-10.7%
2017	-4%
2016	52.7%

Fund Manager information for DSP World Gold Fund

Name	Since	Tenure
Kaivalya Nadkarni	1 May 25	1 Yr.

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

Equity Sector Allocation

Sector	Value
Basic Materials	93.74%

Asset Allocation

Asset Class	Value
Cash	4.22%
Equity	93.74%
Debt	0.01%
Other	2.03%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
BGF World Gold I2 Investment Fund \| -	69%	₹1,216 Cr	1,063,805 ↓ -39,784
VanEck Gold Miners ETF - \| GDX	28%	₹498 Cr	573,719
Treps / Reverse Repo Investments CBLO/Reverse Repo \| -	3%	₹59 Cr
Net Receivables/Payables Net Current Assets \| -	0%	-₹3 Cr

2. ICICI Prudential Infrastructure Fund

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

Highest AUM (₹7,554 Cr).
Established history (20+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: High.
5Y return: 24.63% (upper mid).
3Y return: 22.65% (bottom quartile).
1Y return: 5.60% (bottom quartile).
Alpha: 0.00 (upper mid).
Sharpe: -0.38 (bottom quartile).
Information ratio: 0.00 (upper mid).
Higher exposure to Industrials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
High-quality debt (AAA/AA ~100%).
Largest holding InterGlobe Aviation Ltd (~8.7%).

Below is the key information for ICICI Prudential Infrastructure Fund

ICICI Prudential Infrastructure Fund Growth
Launch Date	31 Aug 05
NAV (12 May 26)	₹196.06 ↓ -3.48 (-1.74 %)
Net Assets (Cr)	₹7,554 on 31 Mar 26
Category	Equity - Sectoral
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆☆
Risk	High
Expense Ratio	1.89
Sharpe Ratio	-0.38
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
30 Apr 21	₹10,000
30 Apr 22	₹13,945
30 Apr 23	₹17,098
30 Apr 24	₹28,420
30 Apr 25	₹29,330
30 Apr 26	₹32,588

ICICI Prudential Infrastructure Fund SIP Returns

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

Returns for ICICI Prudential Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 May 26

Duration	Returns
1 Month	1.6%
3 Month	-1.1%
6 Month	-1.8%
1 Year	5.6%
3 Year	22.6%
5 Year	24.6%
10 Year
15 Year
Since launch	15.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	6.7%
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%

Fund Manager information for ICICI Prudential Infrastructure Fund

Name	Since	Tenure
Ihab Dalwai	3 Jun 17	8.91 Yr.
Sharmila D’mello	30 Jun 22	3.84 Yr.

Data below for ICICI Prudential Infrastructure Fund as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Industrials	47.14%
Financial Services	10.2%
Basic Materials	10.04%
Utility	9.84%
Real Estate	9.04%
Energy	6.55%
Consumer Cyclical	2.19%
Communication Services	0.09%

Asset Allocation

Asset Class	Value
Cash	4.96%
Equity	95.04%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
InterGlobe Aviation Ltd (Industrials) Equity, Since 28 Feb 23 \| INDIGO	9%	₹655 Cr	1,661,985 ↑ 270,536
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Nov 09 \| LT	7%	₹528 Cr	1,505,704 ↑ 100,000
Oberoi Realty Ltd (Real Estate) Equity, Since 31 May 23 \| OBEROIRLTY	5%	₹374 Cr	2,636,802 ↑ 603,969
NTPC Ltd (Utilities) Equity, Since 29 Feb 16 \| 532555	5%	₹346 Cr	9,326,448
Shree Cement Ltd (Basic Materials) Equity, Since 30 Apr 24 \| 500387	3%	₹226 Cr	98,292 ↑ 33,738
Brigade Enterprises Ltd (Real Estate) Equity, Since 30 Nov 25 \| 532929	3%	₹219 Cr	3,363,877 ↑ 462,828
Container Corporation of India Ltd (Industrials) Equity, Since 31 Jan 16 \| CONCOR	3%	₹219 Cr	5,142,440 ↑ 2,109,364
Kalpataru Projects International Ltd (Industrials) Equity, Since 30 Sep 06 \| KPIL	3%	₹212 Cr	2,005,608 ↑ 73,641
AIA Engineering Ltd (Industrials) Equity, Since 28 Feb 21 \| AIAENG	3%	₹209 Cr	574,561
Reliance Industries Ltd (Energy) Equity, Since 31 Jul 23 \| RELIANCE	3%	₹192 Cr	1,429,725 ↓ -100,000

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

To generate capital appreciation, from a portfolio that is substantially constituted of equity securities and equity related securities of corporates, which could benefit from structural changes brought about by continuing liberalization in economic policies by the government and/or continuing investments in infrastructure, both by the public and private sector.

Research Highlights for DSP India T.I.G.E.R Fund

Bottom quartile AUM (₹4,979 Cr).
Established history (21+ yrs).
Top rated.
Risk profile: High.
5Y return: 24.45% (lower mid).
3Y return: 25.92% (lower mid).
1Y return: 16.78% (upper mid).
Alpha: 0.00 (lower mid).
Sharpe: -0.01 (lower mid).
Information ratio: 0.00 (lower mid).
Top sector: Industrials.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
Largest holding NTPC Ltd (~5.3%).

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

DSP India T.I.G.E.R Fund Growth
Launch Date	11 Jun 04
NAV (12 May 26)	₹342.851 ↓ -6.44 (-1.84 %)
Net Assets (Cr)	₹4,979 on 31 Mar 26
Category	Equity - Sectoral
AMC	DSP BlackRock Invmt Managers Pvt. Ltd.
Rating	☆☆☆☆
Risk	High
Expense Ratio	1.89
Sharpe Ratio	-0.01
Information Ratio	0
Alpha Ratio	0
Min Investment	1,000
Min SIP Investment	500
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Apr 21	₹10,000
30 Apr 22	₹13,155
30 Apr 23	₹15,074
30 Apr 24	₹26,536
30 Apr 25	₹25,993
30 Apr 26	₹31,048

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

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 May 26

Duration	Returns
1 Month	5.7%
3 Month	5.1%
6 Month	7.6%
1 Year	16.8%
3 Year	25.9%
5 Year	24.4%
10 Year
15 Year
Since launch	17.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	-2.5%
2024	32.4%
2023	49%
2022	13.9%
2021	51.6%
2020	2.7%
2019	6.7%
2018	-17.2%
2017	47%
2016	4.1%

Fund Manager information for DSP India T.I.G.E.R Fund

Name	Since	Tenure
Rohit Singhania	21 Jun 10	15.87 Yr.

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

Equity Sector Allocation

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

Asset Allocation

Asset Class	Value
Cash	4.85%
Equity	95.15%

Top Securities Holdings / Portfolio

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

4. Nippon India Power and Infra Fund

(Erstwhile Reliance Diversified Power Sector Fund)

The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies in the power sector.

Research Highlights for Nippon India Power and Infra Fund

Upper mid AUM (₹6,534 Cr).
Oldest track record among peers (22 yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 24.29% (bottom quartile).
3Y return: 25.64% (bottom quartile).
1Y return: 12.37% (bottom quartile).
Alpha: -0.88 (bottom quartile).
Sharpe: -0.19 (bottom quartile).
Information ratio: 0.38 (top quartile).
Top sector: Industrials.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~99%).
Largest holding Reliance Industries Ltd (~8.7%).

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

Nippon India Power and Infra Fund Growth
Launch Date	8 May 04
NAV (12 May 26)	₹372.075 ↓ -9.47 (-2.48 %)
Net Assets (Cr)	₹6,534 on 31 Mar 26
Category	Equity - Sectoral
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆☆☆
Risk	High
Expense Ratio	1.85
Sharpe Ratio	-0.19
Information Ratio	0.38
Alpha Ratio	-0.88
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Apr 21	₹10,000
30 Apr 22	₹12,756
30 Apr 23	₹15,368
30 Apr 24	₹27,201
30 Apr 25	₹27,073
30 Apr 26	₹31,533

Nippon India Power and Infra 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 Nippon India Power and Infra Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 May 26

Duration	Returns
1 Month	5.8%
3 Month	5.5%
6 Month	4.9%
1 Year	12.4%
3 Year	25.6%
5 Year	24.3%
10 Year
15 Year
Since launch	17.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	-0.5%
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%

Fund Manager information for Nippon India Power and Infra Fund

Name	Since	Tenure
Kinjal Desai	25 May 18	7.94 Yr.
Rahul Modi	19 Aug 24	1.7 Yr.
Amber Singhania	11 Mar 26	0.14 Yr.

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

Equity Sector Allocation

Sector	Value
Industrials	35.15%
Utility	22.71%
Consumer Cyclical	10.87%
Energy	10.01%
Basic Materials	6.11%
Technology	4.98%
Financial Services	3.58%
Health Care	2.11%
Communication Services	2.08%
Real Estate	1.65%

Asset Allocation

Asset Class	Value
Cash	0.74%
Equity	99.26%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Reliance Industries Ltd (Energy) Equity, Since 30 Nov 18 \| RELIANCE	9%	₹667 Cr	4,660,000
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Nov 07 \| LT	7%	₹541 Cr	1,346,958 ↑ 182,621
NTPC Ltd (Utilities) Equity, Since 31 May 09 \| 532555	7%	₹525 Cr	13,154,060 ↓ -645,940
NTPC Green Energy Ltd (Utilities) Equity, Since 30 Nov 24 \| NTPCGREEN	4%	₹288 Cr	26,191,079 ↑ 1,700,000
Tata Power Co Ltd (Utilities) Equity, Since 30 Apr 23 \| 500400	3%	₹265 Cr	5,950,789 ↓ -1,650,000
Bharat Heavy Electricals Ltd (Industrials) Equity, Since 30 Sep 24 \| 500103	3%	₹245 Cr	6,948,468 ↑ 100,000
CG Power & Industrial Solutions Ltd (Industrials) Equity, Since 30 Sep 24 \| 500093	2%	₹176 Cr	2,170,014 ↓ -550,000
Triveni Turbine Ltd (Industrials) Equity, Since 30 Jun 25 \| 533655	2%	₹176 Cr	3,073,288 ↑ 60,249
Power Finance Corp Ltd (Financial Services) Equity, Since 31 Oct 24 \| 532810	2%	₹175 Cr	3,900,000 ↑ 300,000
UltraTech Cement Ltd (Basic Materials) Equity, Since 31 Oct 19 \| 532538	2%	₹174 Cr	150,000

5. SBI PSU Fund

The objective of the scheme would be to provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme through an active management of investments in a diversified basket of equity stocks of domestic Public Sector Undertakings and in debt and money market instruments issued by PSUs AND others.

Research Highlights for SBI PSU Fund

Lower mid AUM (₹5,891 Cr).
Established history (15+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: High.
5Y return: 24.17% (bottom quartile).
3Y return: 29.88% (upper mid).
1Y return: 12.62% (lower mid).
Alpha: -1.15 (bottom quartile).
Sharpe: 0.27 (upper mid).
Information ratio: -0.31 (bottom quartile).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
High-quality debt (AAA/AA ~100%).
Largest holding State Bank of India (~16.9%).
Top-3 holdings concentration ~35.7%.

Below is the key information for SBI PSU Fund

SBI PSU Fund Growth
Launch Date	7 Jul 10
NAV (12 May 26)	₹34.7877 ↓ -0.29 (-0.84 %)
Net Assets (Cr)	₹5,891 on 31 Mar 26
Category	Equity - Sectoral
AMC	SBI Funds Management Private Limited
Rating	☆☆
Risk	High
Expense Ratio	1.89
Sharpe Ratio	0.27
Information Ratio	-0.31
Alpha Ratio	-1.15
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Apr 21	₹10,000
30 Apr 22	₹12,442
30 Apr 23	₹14,701
30 Apr 24	₹28,843
30 Apr 25	₹28,304
30 Apr 26	₹32,952

SBI PSU 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 SBI PSU Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 May 26

Duration	Returns
1 Month	-1.2%
3 Month	-4.2%
6 Month	2.6%
1 Year	12.6%
3 Year	29.9%
5 Year	24.2%
10 Year
15 Year
Since launch	8.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	11.3%
2024	23.5%
2023	54%
2022	29%
2021	32.4%
2020	-10%
2019	6%
2018	-23.8%
2017	21.9%
2016	16.2%

Fund Manager information for SBI PSU Fund

Name	Since	Tenure
Rohit Shimpi	1 Jun 24	1.91 Yr.

Data below for SBI PSU Fund as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Financial Services	31.44%
Utility	31.28%
Industrials	13.3%
Energy	12.65%
Basic Materials	6.77%

Asset Allocation

Asset Class	Value
Cash	4.48%
Equity	95.45%
Debt	0.07%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
State Bank of India (Financial Services) Equity, Since 31 Jul 10 \| SBIN	17%	₹1,125 Cr	10,527,500 ↑ 600,000
Power Grid Corp Of India Ltd (Utilities) Equity, Since 31 Jul 10 \| 532898	10%	₹635 Cr	19,935,554
GAIL (India) Ltd (Utilities) Equity, Since 31 May 24 \| 532155	9%	₹623 Cr	38,150,000
NTPC Ltd (Utilities) Equity, Since 31 Jul 10 \| 532555	9%	₹616 Cr	15,443,244
Bharat Electronics Ltd (Industrials) Equity, Since 30 Jun 24 \| BEL	9%	₹577 Cr	13,385,000
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 31 May 20 \| 500312	7%	₹439 Cr	14,655,000 ↑ 1,100,000
Bank of Baroda (Financial Services) Equity, Since 31 Aug 24 \| 532134	5%	₹345 Cr	13,100,000
Bharat Petroleum Corp Ltd (Energy) Equity, Since 31 Aug 24 \| 500547	4%	₹291 Cr	9,700,000
NMDC Ltd (Basic Materials) Equity, Since 31 Oct 23 \| 526371	4%	₹252 Cr	27,900,000
Bharat Heavy Electricals Ltd (Industrials) Equity, Since 30 Jun 25 \| 500103	3%	₹229 Cr	6,500,000

उच्च जोखमीच्या गुंतवणुकीत एसआयपी मार्ग घेणे ही स्मार्ट निवड का आहे?

एक पद्धतशीरगुंतवणूक योजना (SIPम्युच्युअल फंडांमध्ये गुंतवणुकीचा एक कार्यक्षम मार्ग आहे, विशेषत: इक्विटी फंडांमध्ये. SIP अनुमती देतेगुंतवणूकदार योजनेत ठराविक रक्कम नियमितपणे गुंतवणे. एसआयपीचा एक महत्त्वाचा फायदा म्हणजे रुपयाच्या सरासरी खर्चात मदत होते. जेव्हा तुम्ही बाजाराच्या परिस्थितीची पर्वा न करता ठराविक कालावधीत नियमितपणे गुंतवणूक करता तेव्हा, जेव्हा बाजार कमी असेल तेव्हा तुम्हाला जास्त युनिट्स मिळतील आणि जेव्हा बाजार जास्त असेल तेव्हा कमी युनिट्स मिळतील. हे तुमच्या म्युच्युअल फंड युनिट्सच्या खरेदी खर्चाची सरासरी काढते.

दुसरा फायदा आहेकंपाउंडिंगची शक्ती. जेव्हा तुम्ही दीर्घ कालावधीसाठी गुंतवणूक करता तेव्हा तुमचे पैसे चक्रवाढ होऊ लागतात. जमा झालेला निधी बाजारात पुन्हा गुंतवला जातो आणि तुमच्या गुंतवणुकीतून मिळालेल्या परताव्यावर तुम्हाला परतावा मिळतो. हे एक मोठे कॉर्पस तयार करण्यात मदत करते जे तुम्हाला नियमित छोट्या गुंतवणुकीसह तुमची दीर्घकालीन उद्दिष्टे साध्य करण्यात मदत करू शकते.

SIP चे इतर काही फायदे आहेत:

किमान गुंतवणूक INR 500 पासून सुरू होते
दीर्घकालीन बचतीची सवय लावते
दीर्घकालीन जोखीम कमी करते
ध्येयनिहाय गुंतवणूक करण्यात मदत होते

उच्च जोखीम म्युच्युअल फंडात गुंतवणूक कशी करावी?

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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.