+91-22-48913909टॉप 10 सर्वोत्तम कामगिरी करणारे सेक्टरल म्युच्युअल फंड 2022
च्या जगातगुंतवणूक, असे गुंतवणूकदार आहेत जे 'उच्च-जोखीम उच्च-परताव्या' गुंतवणुकीवर दृढ विश्वास ठेवतात. आणि अशा उच्च-जोखीम घेणाऱ्यांसाठी,म्युच्युअल फंड काहीतरी होल्डवर ठेवा - सेक्टर फंड! सेक्टर म्युच्युअल फंड त्यांच्या गुंतवणुकीच्या उद्दिष्टानुसार विशिष्ट क्षेत्रात गुंतवणूक करतात. इन्फ्रा, फार्मा, बँकिंग यासारखी काही क्षेत्रे सातत्याने वाढत आहेत आणि भविष्यासाठी सकारात्मक दृष्टीकोन आहे. असे म्युच्युअल फंड तुमचे पैसे दुप्पट किंवा त्रास देऊ शकतात, तरीही गुंतवणूकदारजोखीम भूक सेक्टर फंडांमध्ये गुंतवणूक करू शकता. या लेखात, तुम्हाला 2022 मध्ये गुंतवणूक करण्यासाठी सर्वोत्तम क्षेत्रातील म्युच्युअल फंडांसह सेक्टर फंडांबद्दल काही तपशीलवार माहिती मिळेल.
सेक्टर म्युच्युअल फंडात गुंतवणूक का करावी?
सेक्टर फंड हा म्युच्युअल फंडाचा एक प्रकार आहे जो विशिष्ट क्षेत्रातील सिक्युरिटीजमध्ये गुंतवणूक करतोअर्थव्यवस्था, जसे की बँकिंग, दूरसंचार, FMCG, फार्मास्युटिकल, माहिती तंत्रज्ञान (IT), आणि पायाभूत सुविधा. दुसऱ्या शब्दांत, सेक्टर फंड तुमची गुंतवलेली संपत्ती केवळ विशिष्ट उद्योग किंवा क्षेत्रासाठी कमी करतात. उदाहरणार्थ, बँकिंग सेक्टर फंड बँकांमध्ये गुंतवणूक करू शकतो आणि फार्मा फंड फक्त फार्मा कंपन्यांच्या स्टॉकमध्ये गुंतवणूक करू शकतो. या फंडांचे फंड मॅनेजर त्या कंपन्यांच्या शेअर्समध्ये पैसे गुंतवतात ज्या कंपनीमध्ये चांगले काम करत आहेतबाजार. अशा गुंतवणुकीचा एकंदर उद्देश म्हणजे नजीकच्या भविष्यात ज्या क्षेत्रांमध्ये वाढीची उच्च क्षमता आहे अशा क्षेत्रांमध्ये गुंतवणूक करणे.
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गुंतवणुकीची वेळ अचूक असल्यास हे फंड खरोखरच खूप मोठा नफा मिळवू शकतात. फंडात कधी प्रवेश करायचा आणि कधी बाहेर पडायचे हे माहीत असले पाहिजे. गुंतवणूकदारांनी बाजाराच्या अशा क्षेत्रांमध्ये गुंतवणूक करावी जिथे त्यांना भविष्यात वाढ होईल किंवा त्याबद्दल त्यांना विश्वास आहे. विशिष्ट उद्योग आणि क्षेत्राच्या वाढीवर टॅप-इन करणे ही मुख्य कल्पना आहे. सेक्टर फंडांचा दुसरा फायदा म्हणजे वैयक्तिक फर्म-विशिष्ट जोखमीपासून तुमचे संरक्षण करण्याची क्षमता. वैयक्तिक स्टॉक खरेदी करण्याऐवजी, सेक्टर फंडांमध्ये गुंतवणूक केल्याने कंपनीच्या खराब कामगिरीचा तुमच्या पोर्टफोलिओवर परिणाम होणार नाही याची खात्री होईल.
परंतु, तुम्ही एखाद्या सेक्टर म्युच्युअल फंडात गुंतवणूक करण्यापूर्वी, तुम्हाला हे क्षेत्र नजीकच्या भविष्यात चांगली कामगिरी करण्याची शक्यता का आहे यावर विश्वास ठेवला पाहिजे.
आर्थिक वर्ष 22 - 23 मध्ये गुंतवणूक करण्यासाठी टॉप आणि सर्वोत्तम क्षेत्रातील म्युच्युअल फंड
(Erstwhile Sundaram Rural India Fund) The primary investment objective of the scheme is to generate consistent long-term returns by investing predominantly in equity & equity related instruments of companies that are focusing on Rural India. Research Highlights for Sundaram Rural and Consumption Fund Below is the key information for Sundaram Rural and Consumption Fund Returns up to 1 year are on The Scheme seeks to achieve capital appreciation by investing in companies engaged directly or indirectly in infrastructure related activities. Research Highlights for Franklin Build India Fund Below is the key information for Franklin Build India Fund Returns up to 1 year are on To seek to generate capital appreciation and provide long term growth opportunities by investing in equity and equity related securities of companies domiciled in India whose predominant economic activity is in the (a) discovery, development, production, or distribution of natural resources, viz., energy, mining etc; (b) alternative energy and energy technology sectors, with emphasis given to renewable energy, automotive and on-site power generation, energy storage and enabling energy technologies. also invest a certain portion of its corpus in the equity and equity related securities of companies domiciled overseas, which are principally engaged in the discovery, development, production or distribution of natural resources and alternative energy and/or the units shares of Merrill Lynch international Investment Funds New Energy Fund, Merrill Lynch International Investment Funds World Energy Fund and similar other overseas mutual fund schemes. Research Highlights for DSP Natural Resources and New Energy Fund Below is the key information for DSP Natural Resources and New Energy Fund Returns up to 1 year are on The investment objective of the scheme is to seek to generate long-term capital growth through an active diversified portfolio of predominantly equity and equity related instruments of companies that are participating in and benefiting from growth in Indian infrastructure and infrastructural related activities. However, there can be no assurance that the investment objective of the scheme will be realized. Research Highlights for Bandhan Infrastructure Fund Below is the key information for Bandhan Infrastructure Fund Returns up to 1 year are on The primary investment objective of the Scheme is to generate long-term capital appreciation to unit holders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved. Research Highlights for Aditya Birla Sun Life Banking And Financial Services Fund Below is the key information for Aditya Birla Sun Life Banking And Financial Services Fund Returns up to 1 year are on The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly (at least 65%) equity and equity-related securities of companies involved in economic development of India as a result of potential investments in infrastructure and unfolding economic reforms. Research Highlights for Kotak Infrastructure & Economic Reform Fund Below is the key information for Kotak Infrastructure & Economic Reform Fund Returns up to 1 year are on To generate opportunities for growth along with possibility of consistent
returns by investing predominantly in a portfolio of stocks of companies engaged
in the commodity business within the following sectors - Oil & Gas, Metals,
Materials & Agriculture and in debt & money market instruments. Research Highlights for SBI Magnum COMMA Fund Below is the key information for SBI Magnum COMMA Fund Returns up to 1 year are on (Erstwhile SBI FMCG Fund) To provide the investors maximum growth opportunity through equity
investments in stocks of growth oriented sectors of the economy. Research Highlights for SBI Consumption Opportunities Fund Below is the key information for SBI Consumption Opportunities Fund Returns up to 1 year are on The investment objective of the scheme is to generate long term capital appreciation by investing in a portfolio of companies/funds that are likely to benefit either directly or indirectly from consumption led demand in India. The Scheme does not guarantee or assure any returns Research Highlights for Mirae Asset Great Consumer Fund Below is the key information for Mirae Asset Great Consumer Fund Returns up to 1 year are on (Erstwhile Reliance Diversified Power Sector Fund) The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies in the power sector. Research Highlights for Nippon India Power and Infra Fund Below is the key information for Nippon India Power and Infra Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Sundaram Rural and Consumption Fund Growth ₹100.98
↓ -0.59 ₹1,599 3.8 7.2 4.9 16.1 20 20.1 Franklin Build India Fund Growth ₹146.165
↓ -0.78 ₹2,884 3.1 10.4 2.7 27.1 33.4 27.8 DSP Natural Resources and New Energy Fund Growth ₹97.264
↑ 0.07 ₹1,292 8.2 16 7.6 23 28.1 13.9 Bandhan Infrastructure Fund Growth ₹50.14
↓ -0.22 ₹1,613 -0.1 7.3 -4 26.7 32.9 39.3 Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹62.64
↓ -0.42 ₹3,374 4 6.7 11 16.1 21.4 8.7 Kotak Infrastructure & Economic Reform Fund Growth ₹66.761
↓ -0.27 ₹2,313 2.7 12.8 -0.5 21.9 31.1 32.4 SBI Magnum COMMA Fund Growth ₹108.764
↓ -0.82 ₹702 5 12.9 6.4 16.7 21.3 10.5 SBI Consumption Opportunities Fund Growth ₹312.996
↓ -1.53 ₹3,175 1.8 3.5 -4.3 14.1 24.6 22.8 Mirae Asset Great Consumer Fund Growth ₹96.491
↓ -0.63 ₹4,552 4 9.6 3.8 16.9 22 17.2 Nippon India Power and Infra Fund Growth ₹357.337
↓ -2.18 ₹7,175 4.4 9.9 1.3 27.3 32.9 26.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Oct 25 Research Highlights & Commentary of 10 Funds showcased
Commentary Sundaram Rural and Consumption Fund Franklin Build India Fund DSP Natural Resources and New Energy Fund Bandhan Infrastructure Fund Aditya Birla Sun Life Banking And Financial Services Fund Kotak Infrastructure & Economic Reform Fund SBI Magnum COMMA Fund SBI Consumption Opportunities Fund Mirae Asset Great Consumer Fund Nippon India Power and Infra Fund Point 1 Bottom quartile AUM (₹1,599 Cr). Upper mid AUM (₹2,884 Cr). Bottom quartile AUM (₹1,292 Cr). Lower mid AUM (₹1,613 Cr). Upper mid AUM (₹3,374 Cr). Lower mid AUM (₹2,313 Cr). Bottom quartile AUM (₹702 Cr). Upper mid AUM (₹3,175 Cr). Top quartile AUM (₹4,552 Cr). Highest AUM (₹7,175 Cr). Point 2 Established history (19+ yrs). Established history (16+ yrs). Established history (17+ yrs). Established history (14+ yrs). Established history (11+ yrs). Established history (17+ yrs). Established history (20+ yrs). Established history (12+ yrs). Established history (14+ yrs). Oldest track record among peers (21 yrs). Point 3 Top rated. Rating: 5★ (top quartile). Rating: 5★ (upper mid). Rating: 5★ (upper mid). Rating: 5★ (upper mid). Rating: 4★ (lower mid). Rating: 4★ (lower mid). Rating: 4★ (bottom quartile). Rating: 4★ (bottom quartile). Rating: 4★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Point 5 5Y return: 20.04% (bottom quartile). 5Y return: 33.43% (top quartile). 5Y return: 28.12% (upper mid). 5Y return: 32.89% (top quartile). 5Y return: 21.44% (bottom quartile). 5Y return: 31.12% (upper mid). 5Y return: 21.35% (bottom quartile). 5Y return: 24.65% (lower mid). 5Y return: 22.00% (lower mid). 5Y return: 32.88% (upper mid). Point 6 3Y return: 16.14% (bottom quartile). 3Y return: 27.07% (top quartile). 3Y return: 23.05% (upper mid). 3Y return: 26.69% (upper mid). 3Y return: 16.14% (bottom quartile). 3Y return: 21.93% (upper mid). 3Y return: 16.72% (lower mid). 3Y return: 14.09% (bottom quartile). 3Y return: 16.91% (lower mid). 3Y return: 27.33% (top quartile). Point 7 1Y return: 4.90% (upper mid). 1Y return: 2.74% (lower mid). 1Y return: 7.60% (top quartile). 1Y return: -3.96% (bottom quartile). 1Y return: 10.99% (top quartile). 1Y return: -0.47% (bottom quartile). 1Y return: 6.43% (upper mid). 1Y return: -4.26% (bottom quartile). 1Y return: 3.76% (upper mid). 1Y return: 1.28% (lower mid). Point 8 Alpha: -2.82 (lower mid). Alpha: 0.00 (top quartile). Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: -6.06 (bottom quartile). Alpha: -1.88 (upper mid). Alpha: -0.41 (upper mid). Alpha: -10.05 (bottom quartile). Alpha: -4.71 (bottom quartile). Alpha: -3.51 (lower mid). Point 9 Sharpe: -0.36 (top quartile). Sharpe: -0.64 (upper mid). Sharpe: -0.96 (bottom quartile). Sharpe: -0.71 (bottom quartile). Sharpe: -0.18 (top quartile). Sharpe: -0.52 (upper mid). Sharpe: -0.67 (lower mid). Sharpe: -0.78 (bottom quartile). Sharpe: -0.46 (upper mid). Sharpe: -0.66 (lower mid). Point 10 Information ratio: -0.05 (bottom quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.14 (upper mid). Information ratio: -0.04 (bottom quartile). Information ratio: -0.04 (bottom quartile). Information ratio: -0.02 (lower mid). Information ratio: 0.29 (top quartile). Information ratio: 0.79 (top quartile). Sundaram Rural and Consumption Fund
Franklin Build India Fund
DSP Natural Resources and New Energy Fund
Bandhan Infrastructure Fund
Aditya Birla Sun Life Banking And Financial Services Fund
Kotak Infrastructure & Economic Reform Fund
SBI Magnum COMMA Fund
SBI Consumption Opportunities Fund
Mirae Asset Great Consumer Fund
Nippon India Power and Infra Fund
100 कोटी.1. Sundaram Rural and Consumption Fund
Sundaram Rural and Consumption Fund
Growth Launch Date 12 May 06 NAV (31 Oct 25) ₹100.98 ↓ -0.59 (-0.58 %) Net Assets (Cr) ₹1,599 on 31 Aug 25 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.18 Sharpe Ratio -0.36 Information Ratio -0.05 Alpha Ratio -2.82 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Oct 20 ₹10,000 31 Oct 21 ₹14,534 31 Oct 22 ₹15,911 31 Oct 23 ₹18,180 31 Oct 24 ₹23,760 31 Oct 25 ₹24,924 Returns for Sundaram Rural and Consumption Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 25 Duration Returns 1 Month 3.3% 3 Month 3.8% 6 Month 7.2% 1 Year 4.9% 3 Year 16.1% 5 Year 20% 10 Year 15 Year Since launch 12.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 20.1% 2023 30.2% 2022 9.3% 2021 19.3% 2020 13.5% 2019 2.7% 2018 -7.8% 2017 38.7% 2016 21.1% 2015 6.3% Fund Manager information for Sundaram Rural and Consumption Fund
Name Since Tenure Ratish Varier 1 Jan 22 3.75 Yr. Data below for Sundaram Rural and Consumption Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Consumer Cyclical 43.86% Consumer Defensive 31.9% Communication Services 11.37% Health Care 3.68% Financial Services 2.92% Real Estate 1.9% Basic Materials 1.42% Asset Allocation
Asset Class Value Cash 2.95% Equity 97.05% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL10% ₹152 Cr 810,559
↑ 21,040 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M9% ₹143 Cr 418,401
↑ 2,228 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC8% ₹124 Cr 3,085,016 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR7% ₹112 Cr 446,824
↑ 6,612 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | 5433206% ₹94 Cr 2,892,836 Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN5% ₹72 Cr 212,692 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI4% ₹65 Cr 40,244
↓ -4,568 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Jul 22 | APOLLOHOSP4% ₹59 Cr 79,027 Nestle India Ltd (Consumer Defensive)
Equity, Since 30 Jun 16 | NESTLEIND3% ₹51 Cr 443,054
↑ 104,714 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 5230253% ₹49 Cr 225,560 2. Franklin Build India Fund
Franklin Build India Fund
Growth Launch Date 4 Sep 09 NAV (31 Oct 25) ₹146.165 ↓ -0.78 (-0.53 %) Net Assets (Cr) ₹2,884 on 31 Aug 25 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 2.01 Sharpe Ratio -0.64 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Oct 20 ₹10,000 31 Oct 21 ₹18,842 31 Oct 22 ₹20,613 31 Oct 23 ₹26,259 31 Oct 24 ₹41,161 31 Oct 25 ₹42,290 Returns for Franklin Build India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 25 Duration Returns 1 Month 4.3% 3 Month 3.1% 6 Month 10.4% 1 Year 2.7% 3 Year 27.1% 5 Year 33.4% 10 Year 15 Year Since launch 18.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 27.8% 2023 51.1% 2022 11.2% 2021 45.9% 2020 5.4% 2019 6% 2018 -10.7% 2017 43.3% 2016 8.4% 2015 2.1% Fund Manager information for Franklin Build India Fund
Name Since Tenure Ajay Argal 18 Oct 21 3.96 Yr. Kiran Sebastian 7 Feb 22 3.65 Yr. Sandeep Manam 18 Oct 21 3.96 Yr. Data below for Franklin Build India Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Industrials 35.44% Utility 14.2% Financial Services 13.18% Energy 12.89% Communication Services 7.62% Basic Materials 5.03% Real Estate 3.16% Consumer Cyclical 2.74% Technology 2.21% Asset Allocation
Asset Class Value Cash 3.52% Equity 96.48% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT8% ₹243 Cr 665,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 29 Feb 20 | INDIGO6% ₹176 Cr 315,000
↑ 15,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE6% ₹164 Cr 1,200,000 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | 5003126% ₹163 Cr 6,825,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK5% ₹162 Cr 1,200,000 NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 5325555% ₹148 Cr 4,350,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL5% ₹133 Cr 710,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 5322154% ₹113 Cr 1,000,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | 5328983% ₹101 Cr 3,600,000 GAIL (India) Ltd (Utilities)
Equity, Since 31 Jan 25 | 5321553% ₹92 Cr 5,200,000
↑ 400,000 3. DSP Natural Resources and New Energy Fund
DSP Natural Resources and New Energy Fund
Growth Launch Date 25 Apr 08 NAV (30 Oct 25) ₹97.264 ↑ 0.07 (0.07 %) Net Assets (Cr) ₹1,292 on 31 Aug 25 Category Equity - Sectoral AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆☆ Risk High Expense Ratio 1.99 Sharpe Ratio -0.96 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 31 Oct 20 ₹10,000 31 Oct 21 ₹19,287 31 Oct 22 ₹18,625 31 Oct 23 ₹22,195 31 Oct 24 ₹32,067 31 Oct 25 ₹34,464 Returns for DSP Natural Resources and New Energy Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 25 Duration Returns 1 Month 4.2% 3 Month 8.2% 6 Month 16% 1 Year 7.6% 3 Year 23% 5 Year 28.1% 10 Year 15 Year Since launch 13.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 13.9% 2023 31.2% 2022 9.8% 2021 42.8% 2020 11.5% 2019 4.4% 2018 -15.3% 2017 43.1% 2016 43.1% 2015 -1.7% Fund Manager information for DSP Natural Resources and New Energy Fund
Name Since Tenure Rohit Singhania 1 Jul 12 13.26 Yr. Data below for DSP Natural Resources and New Energy Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Energy 44.84% Basic Materials 39.01% Utility 10.05% Industrials 2.09% Technology 2.05% Consumer Cyclical 0.05% Asset Allocation
Asset Class Value Cash 1.91% Equity 98.09% Debt 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Jindal Steel Ltd (Basic Materials)
Equity, Since 31 Mar 20 | 5322869% ₹125 Cr 1,176,669
↑ 84,332 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 20 | 5003129% ₹121 Cr 5,041,080
↑ 581,711 Tata Steel Ltd (Basic Materials)
Equity, Since 31 Aug 16 | TATASTEEL8% ₹112 Cr 6,634,576
↑ 1,199,203 BGF Sustainable Energy I2
Investment Fund | -6% ₹89 Cr 443,474 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 08 | 5005476% ₹89 Cr 2,611,871
↓ -92,274 Coal India Ltd (Energy)
Equity, Since 31 Mar 22 | COALINDIA6% ₹88 Cr 2,245,167 Hindalco Industries Ltd (Basic Materials)
Equity, Since 31 Oct 15 | HINDALCO6% ₹81 Cr 1,067,580
↓ -176,244 BGF World Energy I2
Investment Fund | -6% ₹77 Cr 282,831 Indian Oil Corp Ltd (Energy)
Equity, Since 31 May 25 | IOC5% ₹63 Cr 4,202,433
↑ 933,903 NMDC Ltd (Basic Materials)
Equity, Since 30 Sep 18 | 5263714% ₹60 Cr 7,844,437
↓ -1,824,999 4. Bandhan Infrastructure Fund
Bandhan Infrastructure Fund
Growth Launch Date 8 Mar 11 NAV (31 Oct 25) ₹50.14 ↓ -0.22 (-0.44 %) Net Assets (Cr) ₹1,613 on 31 Aug 25 Category Equity - Sectoral AMC IDFC Asset Management Company Limited Rating ☆☆☆☆☆ Risk High Expense Ratio 2.1 Sharpe Ratio -0.71 Information Ratio 0 Alpha Ratio 0 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 Oct 20 ₹10,000 31 Oct 21 ₹20,050 31 Oct 22 ₹20,377 31 Oct 23 ₹26,163 31 Oct 24 ₹43,146 31 Oct 25 ₹41,438 Returns for Bandhan Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 25 Duration Returns 1 Month 2.2% 3 Month -0.1% 6 Month 7.3% 1 Year -4% 3 Year 26.7% 5 Year 32.9% 10 Year 15 Year Since launch 11.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 39.3% 2023 50.3% 2022 1.7% 2021 64.8% 2020 6.3% 2019 -5.3% 2018 -25.9% 2017 58.7% 2016 10.7% 2015 -0.2% Fund Manager information for Bandhan Infrastructure Fund
Name Since Tenure Vishal Biraia 24 Jan 24 1.69 Yr. Ritika Behera 7 Oct 23 1.99 Yr. Gaurav Satra 7 Jun 24 1.32 Yr. Data below for Bandhan Infrastructure Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Industrials 53.61% Utility 12.71% Basic Materials 7.66% Communication Services 4.85% Energy 3.82% Financial Services 2.89% Health Care 2.33% Technology 2.14% Consumer Cyclical 1.54% Real Estate 1.3% Asset Allocation
Asset Class Value Cash 7.14% Equity 92.86% Top Securities Holdings / Portfolio
Name Holding Value Quantity Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Dec 17 | KIRLOSBROS5% ₹84 Cr 433,186 Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT5% ₹75 Cr 206,262 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL4% ₹66 Cr 352,330
↑ 22,312 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 24 | RELIANCE4% ₹62 Cr 452,706 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | 5325384% ₹61 Cr 49,772 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Oct 19 | BEL4% ₹58 Cr 1,431,700 GPT Infraprojects Ltd (Industrials)
Equity, Since 30 Nov 17 | GPTINFRA3% ₹53 Cr 4,733,244 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Aug 24 | INDIGO3% ₹47 Cr 83,887 Ahluwalia Contracts (India) Ltd (Industrials)
Equity, Since 30 Apr 15 | AHLUCONT3% ₹46 Cr 462,606 PTC India Financial Services Ltd (Financial Services)
Equity, Since 31 Dec 23 | PFS3% ₹43 Cr 12,400,122 5. Aditya Birla Sun Life Banking And Financial Services Fund
Aditya Birla Sun Life Banking And Financial Services Fund
Growth Launch Date 14 Dec 13 NAV (31 Oct 25) ₹62.64 ↓ -0.42 (-0.67 %) Net Assets (Cr) ₹3,374 on 31 Aug 25 Category Equity - Sectoral AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 1.99 Sharpe Ratio -0.18 Information Ratio 0.14 Alpha Ratio -6.06 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Oct 20 ₹10,000 31 Oct 21 ₹16,935 31 Oct 22 ₹16,859 31 Oct 23 ₹19,422 31 Oct 24 ₹23,794 31 Oct 25 ₹26,408 Returns for Aditya Birla Sun Life Banking And Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 25 Duration Returns 1 Month 4.9% 3 Month 4% 6 Month 6.7% 1 Year 11% 3 Year 16.1% 5 Year 21.4% 10 Year 15 Year Since launch 16.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 8.7% 2023 21.7% 2022 11.5% 2021 16.8% 2020 1.1% 2019 14.9% 2018 -2.4% 2017 47.6% 2016 15.7% 2015 -0.5% Fund Manager information for Aditya Birla Sun Life Banking And Financial Services Fund
Name Since Tenure Dhaval Gala 26 Aug 15 10.11 Yr. Data below for Aditya Birla Sun Life Banking And Financial Services Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 96.53% Technology 1.14% Asset Allocation
Asset Class Value Cash 2.29% Equity 97.67% Debt 0.05% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | ICICIBANK18% ₹631 Cr 4,677,929
↓ -250,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | HDFCBANK18% ₹626 Cr 6,583,496 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 5322158% ₹261 Cr 2,302,100 State Bank of India (Financial Services)
Equity, Since 31 Oct 17 | SBIN7% ₹237 Cr 2,718,689 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000346% ₹213 Cr 2,137,250 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | KOTAKBANK4% ₹141 Cr 709,333
↑ 239,361 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG3% ₹118 Cr 623,906 HDB Financial Services Ltd (Financial Services)
Equity, Since 30 Jun 25 | HDBFS3% ₹107 Cr 1,429,781 ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIGI3% ₹107 Cr 565,076 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5406113% ₹106 Cr 1,446,861 6. Kotak Infrastructure & Economic Reform Fund
Kotak Infrastructure & Economic Reform Fund
Growth Launch Date 25 Feb 08 NAV (31 Oct 25) ₹66.761 ↓ -0.27 (-0.40 %) Net Assets (Cr) ₹2,313 on 31 Aug 25 Category Equity - Sectoral AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆☆ Risk High Expense Ratio 2.01 Sharpe Ratio -0.52 Information Ratio -0.04 Alpha Ratio -1.88 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Oct 20 ₹10,000 31 Oct 21 ₹18,838 31 Oct 22 ₹21,380 31 Oct 23 ₹26,054 31 Oct 24 ₹38,938 31 Oct 25 ₹38,754 Returns for Kotak Infrastructure & Economic Reform Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 25 Duration Returns 1 Month 4.3% 3 Month 2.7% 6 Month 12.8% 1 Year -0.5% 3 Year 21.9% 5 Year 31.1% 10 Year 15 Year Since launch 11.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 32.4% 2023 37.3% 2022 15.6% 2021 57.3% 2020 3.4% 2019 3.6% 2018 -19.6% 2017 45.3% 2016 9.2% 2015 -0.2% Fund Manager information for Kotak Infrastructure & Economic Reform Fund
Name Since Tenure Nalin Bhatt 1 Oct 23 2 Yr. Data below for Kotak Infrastructure & Economic Reform Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Industrials 46.31% Basic Materials 14.41% Consumer Cyclical 10.65% Communication Services 10.29% Energy 8.3% Utility 4.53% Real Estate 1.94% Financial Services 1.75% Technology 1.26% Asset Allocation
Asset Class Value Cash 0.55% Equity 99.45% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTL7% ₹163 Cr 870,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 25 | RELIANCE5% ₹118 Cr 864,000 Shree Cement Ltd (Basic Materials)
Equity, Since 31 Dec 11 | 5003874% ₹102 Cr 35,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 15 | LT4% ₹100 Cr 274,000 Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Aug 17 | KPIL3% ₹80 Cr 639,927 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 15 | 5325383% ₹73 Cr 60,000 Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Oct 15 | SOLARINDS3% ₹72 Cr 54,000 Mahindra Logistics Ltd (Industrials)
Equity, Since 31 Jan 24 | MAHLOG3% ₹68 Cr 1,983,265 Bosch Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | 5005303% ₹67 Cr 17,500 VST Tillers Tractors Ltd (Industrials)
Equity, Since 30 Apr 24 | VSTTILLERS3% ₹66 Cr 130,659 7. SBI Magnum COMMA Fund
SBI Magnum COMMA Fund
Growth Launch Date 8 Aug 05 NAV (31 Oct 25) ₹108.764 ↓ -0.82 (-0.74 %) Net Assets (Cr) ₹702 on 31 Aug 25 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.58 Sharpe Ratio -0.67 Information Ratio -0.04 Alpha Ratio -0.41 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 Oct 20 ₹10,000 31 Oct 21 ₹17,305 31 Oct 22 ₹16,546 31 Oct 23 ₹18,039 31 Oct 24 ₹24,724 31 Oct 25 ₹26,314 Returns for SBI Magnum COMMA Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 25 Duration Returns 1 Month 3.8% 3 Month 5% 6 Month 12.9% 1 Year 6.4% 3 Year 16.7% 5 Year 21.3% 10 Year 15 Year Since launch 12.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 10.5% 2023 32.3% 2022 -6.6% 2021 52% 2020 23.9% 2019 11.8% 2018 -18.7% 2017 39.2% 2016 32.3% 2015 -6.1% Fund Manager information for SBI Magnum COMMA Fund
Name Since Tenure Dinesh Balachandran 1 Jun 24 1.33 Yr. Data below for SBI Magnum COMMA Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Basic Materials 52.58% Energy 23.84% Utility 7.58% Consumer Defensive 4.06% Consumer Cyclical 3.85% Financial Services 1.95% Asset Allocation
Asset Class Value Cash 6.13% Equity 93.87% Top Securities Holdings / Portfolio
Name Holding Value Quantity Tata Steel Ltd (Basic Materials)
Equity, Since 30 Apr 11 | TATASTEEL8% ₹64 Cr 3,776,000 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 07 | RELIANCE7% ₹58 Cr 424,732 UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Jun 18 | 5325385% ₹42 Cr 34,000 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 20 | 5003124% ₹34 Cr 1,400,000 CESC Ltd (Utilities)
Equity, Since 30 Sep 24 | CESC4% ₹34 Cr 2,070,000 Vedanta Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 5002954% ₹31 Cr 675,000 Indian Oil Corp Ltd (Energy)
Equity, Since 29 Feb 24 | IOC4% ₹28 Cr 1,900,000 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 May 24 | HINDPETRO3% ₹27 Cr 600,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Sep 24 | 5328983% ₹26 Cr 930,000 Coal India Ltd (Energy)
Equity, Since 31 Mar 22 | COALINDIA3% ₹25 Cr 650,000 8. SBI Consumption Opportunities Fund
SBI Consumption Opportunities Fund
Growth Launch Date 2 Jan 13 NAV (31 Oct 25) ₹312.996 ↓ -1.53 (-0.49 %) Net Assets (Cr) ₹3,175 on 31 Aug 25 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk High Expense Ratio 2 Sharpe Ratio -0.78 Information Ratio -0.02 Alpha Ratio -10.05 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-15 Days (0.5%),15 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Oct 20 ₹10,000 31 Oct 21 ₹16,789 31 Oct 22 ₹20,261 31 Oct 23 ₹23,000 31 Oct 24 ₹31,427 31 Oct 25 ₹30,088 Returns for SBI Consumption Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 25 Duration Returns 1 Month 2.3% 3 Month 1.8% 6 Month 3.5% 1 Year -4.3% 3 Year 14.1% 5 Year 24.6% 10 Year 15 Year Since launch 15.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 22.8% 2023 29.9% 2022 13.9% 2021 35.6% 2020 13.9% 2019 0.1% 2018 -2% 2017 53.1% 2016 2.4% 2015 5.3% Fund Manager information for SBI Consumption Opportunities Fund
Name Since Tenure Pradeep Kesavan 1 Apr 24 1.5 Yr. Ashit Desai 1 Apr 24 1.5 Yr. Data below for SBI Consumption Opportunities Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Consumer Cyclical 46.53% Consumer Defensive 28.6% Basic Materials 7.57% Industrials 6.78% Communication Services 5.85% Asset Allocation
Asset Class Value Cash 4.65% Equity 95.32% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTL6% ₹186 Cr 990,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | M&M5% ₹170 Cr 495,000
↑ 100,000 Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | JUBLFOOD5% ₹147 Cr 2,386,850 Britannia Industries Ltd (Consumer Defensive)
Equity, Since 30 Sep 20 | 5008254% ₹138 Cr 230,000
↓ -14,000 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 22 | HINDUNILVR4% ₹126 Cr 500,000 United Breweries Ltd (Consumer Defensive)
Equity, Since 31 May 21 | UBL4% ₹122 Cr 680,000
↑ 40,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 20 | MARUTI4% ₹122 Cr 76,100
↑ 22,500 Berger Paints India Ltd (Basic Materials)
Equity, Since 30 Jun 24 | 5094804% ₹121 Cr 2,350,172 Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | EICHERMOT4% ₹120 Cr 170,956 Asian Paints Ltd (Basic Materials)
Equity, Since 30 Jun 25 | 5008204% ₹120 Cr 509,000 9. Mirae Asset Great Consumer Fund
Mirae Asset Great Consumer Fund
Growth Launch Date 29 Mar 11 NAV (31 Oct 25) ₹96.491 ↓ -0.63 (-0.65 %) Net Assets (Cr) ₹4,552 on 31 Aug 25 Category Equity - Sectoral AMC Mirae Asset Global Inv (India) Pvt. Ltd Rating ☆☆☆☆ Risk High Expense Ratio 1.16 Sharpe Ratio -0.46 Information Ratio 0.29 Alpha Ratio -4.71 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Oct 20 ₹10,000 31 Oct 21 ₹15,437 31 Oct 22 ₹16,910 31 Oct 23 ₹19,323 31 Oct 24 ₹26,042 31 Oct 25 ₹27,022 Returns for Mirae Asset Great Consumer Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 25 Duration Returns 1 Month 1.8% 3 Month 4% 6 Month 9.6% 1 Year 3.8% 3 Year 16.9% 5 Year 22% 10 Year 15 Year Since launch 16.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 17.2% 2023 32.9% 2022 7.2% 2021 33% 2020 11.2% 2019 8.6% 2018 1.9% 2017 51% 2016 2% 2015 3.8% Fund Manager information for Mirae Asset Great Consumer Fund
Name Since Tenure Siddhant Chhabria 21 Jun 21 4.28 Yr. Data below for Mirae Asset Great Consumer Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Consumer Cyclical 51.31% Consumer Defensive 25.76% Basic Materials 6.82% Communication Services 6.37% Industrials 5.96% Health Care 2.24% Asset Allocation
Asset Class Value Cash 1.54% Equity 98.46% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC9% ₹431 Cr 10,725,000
↑ 2,100,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | M&M8% ₹365 Cr 1,065,648
↑ 80,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | MARUTI8% ₹361 Cr 225,500
↑ 13,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL6% ₹295 Cr 1,571,265
↓ -40,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | 5433206% ₹293 Cr 9,000,000 Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | EICHERMOT4% ₹195 Cr 278,196
↑ 20,000 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 23 | 5403763% ₹157 Cr 350,000
↓ -20,000 Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 19 | 5008253% ₹138 Cr 230,494
↑ 75,465 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 15 | HINDUNILVR3% ₹135 Cr 536,972 Trent Ltd (Consumer Cyclical)
Equity, Since 31 May 23 | 5002513% ₹128 Cr 272,871
↓ -65,821 10. Nippon India Power and Infra Fund
Nippon India Power and Infra Fund
Growth Launch Date 8 May 04 NAV (31 Oct 25) ₹357.337 ↓ -2.18 (-0.61 %) Net Assets (Cr) ₹7,175 on 31 Aug 25 Category Equity - Sectoral AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 1.85 Sharpe Ratio -0.66 Information Ratio 0.79 Alpha Ratio -3.51 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 Oct 20 ₹10,000 31 Oct 21 ₹18,067 31 Oct 22 ₹20,069 31 Oct 23 ₹26,247 31 Oct 24 ₹40,909 31 Oct 25 ₹41,433 Returns for Nippon India Power and Infra Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 25 Duration Returns 1 Month 3.8% 3 Month 4.4% 6 Month 9.9% 1 Year 1.3% 3 Year 27.3% 5 Year 32.9% 10 Year 15 Year Since launch 18.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 26.9% 2023 58% 2022 10.9% 2021 48.9% 2020 10.8% 2019 -2.9% 2018 -21.1% 2017 61.7% 2016 0.1% 2015 0.3% Fund Manager information for Nippon India Power and Infra Fund
Name Since Tenure Kinjal Desai 25 May 18 7.36 Yr. Rahul Modi 19 Aug 24 1.12 Yr. Data below for Nippon India Power and Infra Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Industrials 32.83% Utility 24.03% Energy 9.35% Basic Materials 7.89% Consumer Cyclical 7.49% Communication Services 5.9% Technology 4.94% Real Estate 2.68% Financial Services 2.23% Health Care 2.12% Asset Allocation
Asset Class Value Cash 0.53% Equity 99.47% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE8% ₹583 Cr 4,275,000 NTPC Ltd (Utilities)
Equity, Since 31 May 09 | 5325558% ₹579 Cr 17,000,000
↑ 300,001 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 18 | BHARTIARTL6% ₹432 Cr 2,300,000
↓ -250,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 07 | LT6% ₹415 Cr 1,134,337
↓ -39,000 Tata Power Co Ltd (Utilities)
Equity, Since 30 Apr 23 | 5004004% ₹307 Cr 7,900,789 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 30 Sep 24 | 5000933% ₹250 Cr 3,370,014
↓ -247,000 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 24 | 5001033% ₹222 Cr 9,300,838
↑ 400,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | 5325383% ₹208 Cr 170,000
↓ -5,000 Kaynes Technology India Ltd (Technology)
Equity, Since 30 Nov 22 | KAYNES2% ₹176 Cr 250,113
↓ -86,114 Carborundum Universal Ltd (Industrials)
Equity, Since 30 Sep 23 | CARBORUNIV2% ₹166 Cr 1,800,000
सर्वोत्तम क्षेत्रातील म्युच्युअल फंडामध्ये गुंतवणूक करताना विचारात घेण्यासाठी स्मार्ट टिप्स
सेक्टर फंडांमध्ये गुंतवणूक करण्यापूर्वी तुम्हाला काही गोष्टी माहित असणे आवश्यक आहे:
1. म्युच्युअल फंड उद्दिष्ट
म्युच्युअल फंड योजनेचे उद्दिष्ट नेहमी योग्यरित्या समजून घेतले पाहिजे. उदाहरणार्थ, काही क्षेत्रातील म्युच्युअल फंड पोर्टफोलिओच्या केवळ 65 टक्के गुंतवणूक नमूद क्षेत्रात करतात. हे एखाद्या क्षेत्रामधील तुमचे एक्सपोजर कमी करू शकते आणि तुमच्याकडून अपेक्षेप्रमाणे उत्पन्न देऊ शकत नाही.
2. बाजाराची वेळ
जसे ते म्हणतात, स्टॉक मार्केटमध्ये संपत्ती वाढवण्यासाठी, "बाजाराच्या वेळेपेक्षा बाजारातील वेळ अधिक महत्वाचा आहे." परंतु, जेव्हा म्युच्युअल फंड क्षेत्रात पैसे कमवायचे असतात तेव्हा, एखाद्याला बाजाराला वेळ देण्यासाठी शिकणे आवश्यक आहे, विशेषत: सिमेंटसारख्या चक्रीय क्षेत्रांमध्ये,बँक, स्टील, इ. उदाहरणार्थ, जेव्हा व्याजदर कमी असतात किंवा कमी होण्याची अपेक्षा असते तेव्हा बँकिंग स्टॉक्स चांगली कामगिरी करतात. आणि तेकमी कामगिरी जेव्हा व्याजदर वाढत असतात. त्यामुळे, बँकिंग फंडामध्ये चांगला परतावा मिळविण्यासाठी, व्याजदर चक्राच्या योग्य वळणावर असणे आवश्यक आहे.
तद्वतच, अगुंतवणूकदार घेणे आवश्यक आहेSIP अशा फंडांना एक्सपोजर तयार करण्याचा मार्ग आहे, परंतु जेव्हा सेक्टर फंडामेंटल्स कमी होऊ लागतात किंवा बुडायला लागतात तेव्हा एखाद्याने एसआयपी बंद केले पाहिजे आणि सेक्टर म्युच्युअल फंडातील एक्झिट पोझिशन केले पाहिजे.
विपरीतवैविध्यपूर्ण निधी, सेक्टर म्युच्युअल फंड कमी वैविध्यपूर्ण आहेत, त्यामुळे जोखीम एक्सपोजर तुलनेने जास्त आहे. सेक्टर फंडाभोवतीचा तोटा म्हणजे अस्थिरतेचा उच्च दर. हे त्याच्या गुंतवणुकीच्या स्वरूपामुळे आहे. जेव्हा बाजार वरच्या दिशेने जात असेल तेव्हा गुंतवणूकदाराला जास्त परतावा मिळेल आणि जेव्हा त्या विशिष्ट क्षेत्राची बाजारपेठ खराब होत असेल तेव्हा त्याचे प्रचंड नुकसान होईल.
3. कधी बाहेर पडायचे ते जाणून घ्या
वैविध्यपूर्ण म्युच्युअल फंडांच्या तुलनेत सेक्टर म्युच्युअल फंड पोर्टफोलिओमध्ये फार काळ ठेवू नये. तद्वतच, जेव्हा एखाद्या क्षेत्राने चांगले काम करणे अपेक्षित असते, तेव्हा एखाद्याने असा फंड विकत घेतला पाहिजे आणि जेव्हा तो फायदेशीर होऊ लागला तेव्हा फंडातून बाहेर पडावे. हे फंड बहुतेक चक्रीय असल्यामुळे त्यांचा कार्यकाळ साधारणपणे ३-५ वर्षांचा असतो. अशा प्रकारे, अशा फंडातून कधी बाहेर पडायचे हे जाणून घेण्यासाठी गुंतवणूकदारांनी थोडा वेळ घालवला पाहिजे.
4. मर्यादित एक्सपोजर
सेक्टर फंडांमध्ये गुंतवणूक करणाऱ्या गुंतवणूकदारांनी हे समजून घेतले पाहिजे की फंड व्यवस्थापक त्याच्या गुंतवणूक पर्यायांमध्ये मर्यादित आहे आणि ते क्षेत्र बाजारात चांगली कामगिरी करत नसले तरीही त्यांना विशिष्ट क्षेत्रात गुंतवणूक करणे सुरू ठेवावे लागेल. तर, इक्विटी डायव्हर्सिफाइड फंडांमध्ये, फंड व्यवस्थापक अशा कोणत्याही निर्बंधांना बांधील नाही.
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निष्कर्ष
सेक्टर फंड्स तुमचा पोर्टफोलिओ एकाग्र जोखमीच्या समोर आणतात, खरं तर, जर तुम्ही स्वतःला व्यवसाय चक्राच्या जवळ ठेवत नसाल तर यामुळे तुमचे खूप मोठे नुकसान होऊ शकते. दुसरीकडे, जर तुम्हाला सेक्टर फंडामेंटल्सची चांगली जाण असेल आणि अशा फंडांमध्ये असलेल्या अस्थिरतेचे आकलन करण्याची क्षमता तुमच्याकडे असेल, तर तुम्ही चांगला नफा मिळवू शकता. तथापि, सेक्टर फंडांमध्ये गुंतवणूक करताना नेहमी अत्यंत सावधगिरी बाळगा आणि फक्त मर्यादित भाग गुंतवणूक कराभांडवल!
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.
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