+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 ₹93.9159
↑ 0.33 ₹1,584 -6.5 -4.8 5.2 15.5 13.4 -0.1 Franklin Build India Fund Growth ₹149.671
↑ 0.76 ₹3,036 2.8 6.3 23.9 28.1 23.6 3.7 DSP Natural Resources and New Energy Fund Growth ₹106.79
↓ -0.56 ₹1,573 9.2 21.7 34.4 22.9 21.4 17.5 Bandhan Infrastructure Fund Growth ₹47.922
↑ 0.14 ₹1,522 -3.6 -2.9 13.4 24.1 21.5 -6.9 Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹65.47
↑ 0.43 ₹3,694 1.4 7.9 25.7 18.1 12.8 17.5 Kotak Infrastructure & Economic Reform Fund Growth ₹67.016
↑ 0.65 ₹2,353 1.6 3.6 22.4 20.4 22.2 -3.7 SBI Magnum COMMA Fund Growth ₹114.433
↑ 0.95 ₹863 6.2 10.5 28.4 20.4 17.2 12.3 SBI Consumption Opportunities Fund Growth ₹295.415
↑ 0.18 ₹3,162 -4.9 -4.5 3.4 12.9 15.6 -6.3 Mirae Asset Great Consumer Fund Growth ₹91.809
↑ 0.20 ₹4,754 -4.6 -3.3 11.5 16.8 15.4 3.4 Nippon India Power and Infra Fund Growth ₹355.176
↑ 2.24 ₹7,117 0.3 4.4 21.3 26.6 23.9 -0.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Feb 26 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 Lower mid AUM (₹1,584 Cr). Upper mid AUM (₹3,036 Cr). Bottom quartile AUM (₹1,573 Cr). Bottom quartile AUM (₹1,522 Cr). Upper mid AUM (₹3,694 Cr). Lower mid AUM (₹2,353 Cr). Bottom quartile AUM (₹863 Cr). Upper mid AUM (₹3,162 Cr). Top quartile AUM (₹4,754 Cr). Highest AUM (₹7,117 Cr). Point 2 Established history (19+ yrs). Established history (16+ yrs). Established history (17+ yrs). Established history (14+ yrs). Established history (12+ yrs). Established history (17+ yrs). Established history (20+ yrs). Established history (13+ 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: 13.43% (bottom quartile). 5Y return: 23.56% (top quartile). 5Y return: 21.39% (upper mid). 5Y return: 21.51% (upper mid). 5Y return: 12.81% (bottom quartile). 5Y return: 22.20% (upper mid). 5Y return: 17.16% (lower mid). 5Y return: 15.57% (lower mid). 5Y return: 15.37% (bottom quartile). 5Y return: 23.85% (top quartile). Point 6 3Y return: 15.51% (bottom quartile). 3Y return: 28.07% (top quartile). 3Y return: 22.86% (upper mid). 3Y return: 24.14% (upper mid). 3Y return: 18.07% (lower mid). 3Y return: 20.44% (lower mid). 3Y return: 20.44% (upper mid). 3Y return: 12.92% (bottom quartile). 3Y return: 16.81% (bottom quartile). 3Y return: 26.64% (top quartile). Point 7 1Y return: 5.17% (bottom quartile). 1Y return: 23.89% (upper mid). 1Y return: 34.36% (top quartile). 1Y return: 13.43% (lower mid). 1Y return: 25.66% (upper mid). 1Y return: 22.44% (upper mid). 1Y return: 28.41% (top quartile). 1Y return: 3.44% (bottom quartile). 1Y return: 11.46% (bottom quartile). 1Y return: 21.29% (lower mid). Point 8 Alpha: -8.82 (lower mid). Alpha: 0.00 (top quartile). Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: -1.32 (upper mid). Alpha: -18.36 (bottom quartile). Alpha: -4.27 (upper mid). Alpha: -15.33 (bottom quartile). Alpha: -5.48 (lower mid). Alpha: -15.06 (bottom quartile). Point 9 Sharpe: -0.38 (bottom quartile). Sharpe: -0.05 (upper mid). Sharpe: 0.74 (top quartile). Sharpe: -0.43 (bottom quartile). Sharpe: 0.84 (top quartile). Sharpe: -0.27 (lower mid). Sharpe: 0.43 (upper mid). Sharpe: -0.77 (bottom quartile). Sharpe: -0.11 (upper mid). Sharpe: -0.20 (lower mid). Point 10 Information ratio: -0.52 (bottom quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (upper mid). Information ratio: 0.25 (top quartile). Information ratio: -0.25 (lower mid). Information ratio: 0.00 (lower mid). Information ratio: -0.70 (bottom quartile). Information ratio: -0.38 (bottom quartile). Information ratio: 0.34 (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 (18 Feb 26) ₹93.9159 ↑ 0.33 (0.36 %) Net Assets (Cr) ₹1,584 on 31 Dec 25 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.18 Sharpe Ratio -0.38 Information Ratio -0.52 Alpha Ratio -8.82 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 Jan 21 ₹10,000 31 Jan 22 ₹12,196 31 Jan 23 ₹12,972 31 Jan 24 ₹17,187 31 Jan 25 ₹20,115 31 Jan 26 ₹19,387 Returns for Sundaram Rural and Consumption Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Feb 26 Duration Returns 1 Month -0.4% 3 Month -6.5% 6 Month -4.8% 1 Year 5.2% 3 Year 15.5% 5 Year 13.4% 10 Year 15 Year Since launch 12% Historical performance (Yearly) on absolute basis
Year Returns 2024 -0.1% 2023 20.1% 2022 30.2% 2021 9.3% 2020 19.3% 2019 13.5% 2018 2.7% 2017 -7.8% 2016 38.7% 2015 21.1% Fund Manager information for Sundaram Rural and Consumption Fund
Name Since Tenure Ratish Varier 1 Jan 22 4.09 Yr. Data below for Sundaram Rural and Consumption Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Consumer Cyclical 46.7% Consumer Defensive 28.31% Communication Services 11.77% Health Care 4.09% Financial Services 3.21% Real Estate 1.8% Basic Materials 1.6% Industrials 1.08% Asset Allocation
Asset Class Value Cash 1.31% Equity 98.68% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL10% ₹145 Cr 735,559
↓ -75,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M9% ₹138 Cr 402,064
↓ -20,992 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR7% ₹106 Cr 446,824 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC7% ₹103 Cr 3,185,016
↑ 100,000 Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN6% ₹85 Cr 212,692 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | 5433205% ₹79 Cr 2,892,836 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI4% ₹62 Cr 42,610 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Jul 22 | APOLLOHOSP4% ₹60 Cr 85,724
↑ 2,156 Nestle India Ltd (Consumer Defensive)
Equity, Since 30 Jun 16 | NESTLEIND4% ₹59 Cr 443,054 Britannia Industries Ltd (Consumer Defensive)
Equity, Since 28 Feb 22 | BRITANNIA3% ₹48 Cr 81,921 2. Franklin Build India Fund
Franklin Build India Fund
Growth Launch Date 4 Sep 09 NAV (18 Feb 26) ₹149.671 ↑ 0.76 (0.51 %) Net Assets (Cr) ₹3,036 on 31 Dec 25 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 2.01 Sharpe Ratio -0.05 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 Jan 21 ₹10,000 31 Jan 22 ₹14,734 31 Jan 23 ₹15,797 31 Jan 24 ₹25,867 31 Jan 25 ₹29,250 31 Jan 26 ₹31,672 Returns for Franklin Build India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Feb 26 Duration Returns 1 Month 6.4% 3 Month 2.8% 6 Month 6.3% 1 Year 23.9% 3 Year 28.1% 5 Year 23.6% 10 Year 15 Year Since launch 17.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 3.7% 2023 27.8% 2022 51.1% 2021 11.2% 2020 45.9% 2019 5.4% 2018 6% 2017 -10.7% 2016 43.3% 2015 8.4% Fund Manager information for Franklin Build India Fund
Name Since Tenure Ajay Argal 18 Oct 21 4.29 Yr. Kiran Sebastian 7 Feb 22 3.99 Yr. Sandeep Manam 18 Oct 21 4.29 Yr. Data below for Franklin Build India Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Industrials 33.81% Financial Services 16.07% Utility 14.48% Energy 13.67% Communication Services 8.08% Basic Materials 5.58% Real Estate 2.64% Consumer Cyclical 1.25% Technology 1.16% Asset Allocation
Asset Class Value Cash 3.26% Equity 96.74% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT9% ₹261 Cr 665,000 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | ONGC6% ₹184 Cr 6,825,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE6% ₹176 Cr 1,260,000
↑ 60,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 29 Feb 20 | INDIGO5% ₹161 Cr 350,000
↑ 24,659 NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | NTPC5% ₹142 Cr 3,978,727
↓ -371,273 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL5% ₹140 Cr 710,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 25 | HDFCBANK5% ₹139 Cr 1,500,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | AXISBANK5% ₹137 Cr 1,000,000 State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN4% ₹108 Cr 1,000,000 REC Ltd (Financial Services)
Equity, Since 30 Sep 25 | RECLTD3% ₹98 Cr 2,700,000
↑ 400,000 3. DSP Natural Resources and New Energy Fund
DSP Natural Resources and New Energy Fund
Growth Launch Date 25 Apr 08 NAV (17 Feb 26) ₹106.79 ↓ -0.56 (-0.52 %) Net Assets (Cr) ₹1,573 on 31 Dec 25 Category Equity - Sectoral AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆☆ Risk High Expense Ratio 1.99 Sharpe Ratio 0.74 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 Jan 21 ₹10,000 31 Jan 22 ₹14,714 31 Jan 23 ₹16,147 31 Jan 24 ₹21,748 31 Jan 25 ₹23,125 31 Jan 26 ₹29,537 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 18 Feb 26 Duration Returns 1 Month 4.6% 3 Month 9.2% 6 Month 21.7% 1 Year 34.4% 3 Year 22.9% 5 Year 21.4% 10 Year 15 Year Since launch 14.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 17.5% 2023 13.9% 2022 31.2% 2021 9.8% 2020 42.8% 2019 11.5% 2018 4.4% 2017 -15.3% 2016 43.1% 2015 43.1% Fund Manager information for DSP Natural Resources and New Energy Fund
Name Since Tenure Rohit Singhania 1 Jul 12 13.6 Yr. Data below for DSP Natural Resources and New Energy Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Energy 42.96% Basic Materials 36.91% Utility 7.36% Industrials 1.62% Technology 1.28% Consumer Cyclical 0.11% Asset Allocation
Asset Class Value Cash 9.76% Equity 90.24% Debt 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF World Energy I2
Investment Fund | -11% ₹192 Cr 602,478
↑ 214,175 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 20 | ONGC9% ₹159 Cr 5,905,732
↑ 107,567 Jindal Steel Ltd (Basic Materials)
Equity, Since 31 Mar 20 | JINDALSTEL9% ₹154 Cr 1,356,666 Tata Steel Ltd (Basic Materials)
Equity, Since 31 Aug 16 | TATASTEEL9% ₹153 Cr 7,896,586 Oil India Ltd (Energy)
Equity, Since 29 Feb 24 | OIL6% ₹100 Cr 1,954,429
↑ 363,081 National Aluminium Co Ltd (Basic Materials)
Equity, Since 28 Feb 22 | NATIONALUM5% ₹94 Cr 2,439,055 BGF Sustainable Energy I2
Investment Fund | -5% ₹80 Cr 330,203 Coal India Ltd (Energy)
Equity, Since 31 Mar 22 | COALINDIA4% ₹68 Cr 1,533,115 Hindalco Industries Ltd (Basic Materials)
Equity, Since 31 Oct 15 | HINDALCO4% ₹67 Cr 691,612
↓ -127,079 Petronet LNG Ltd (Energy)
Equity, Since 31 Jan 18 | PETRONET4% ₹63 Cr 2,180,366
↓ -116,682 4. Bandhan Infrastructure Fund
Bandhan Infrastructure Fund
Growth Launch Date 8 Mar 11 NAV (18 Feb 26) ₹47.922 ↑ 0.14 (0.30 %) Net Assets (Cr) ₹1,522 on 31 Dec 25 Category Equity - Sectoral AMC IDFC Asset Management Company Limited Rating ☆☆☆☆☆ Risk High Expense Ratio 2.1 Sharpe Ratio -0.43 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 Jan 21 ₹10,000 31 Jan 22 ₹16,065 31 Jan 23 ₹16,188 31 Jan 24 ₹26,961 31 Jan 25 ₹31,172 31 Jan 26 ₹30,295 Returns for Bandhan Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Feb 26 Duration Returns 1 Month 3.1% 3 Month -3.6% 6 Month -2.9% 1 Year 13.4% 3 Year 24.1% 5 Year 21.5% 10 Year 15 Year Since launch 11% Historical performance (Yearly) on absolute basis
Year Returns 2024 -6.9% 2023 39.3% 2022 50.3% 2021 1.7% 2020 64.8% 2019 6.3% 2018 -5.3% 2017 -25.9% 2016 58.7% 2015 10.7% Fund Manager information for Bandhan Infrastructure Fund
Name Since Tenure Vishal Biraia 24 Jan 24 2.02 Yr. Ritika Behera 7 Oct 23 2.32 Yr. Gaurav Satra 7 Jun 24 1.65 Yr. Data below for Bandhan Infrastructure Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Industrials 54.69% Utility 13.04% Basic Materials 9.64% Energy 5.01% Communication Services 4.74% Technology 3.83% Financial Services 2.85% Health Care 2.56% Real Estate 1.1% Consumer Cyclical 0.38% Asset Allocation
Asset Class Value Cash 2.16% Equity 97.84% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT6% ₹83 Cr 211,193
↑ 10,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 24 | RELIANCE5% ₹72 Cr 513,178
↑ 65,327 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL5% ₹68 Cr 343,670 Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Dec 17 | KIRLOSBROS5% ₹64 Cr 410,546
↓ -10,249 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | ULTRACEMCO4% ₹62 Cr 48,772
↓ -467 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Oct 19 | BEL4% ₹61 Cr 1,362,488
↓ -34,018 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Aug 24 | INDIGO4% ₹55 Cr 118,992 GPT Infraprojects Ltd (Industrials)
Equity, Since 30 Nov 17 | GPTINFRA3% ₹49 Cr 4,733,244 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 Dec 23 | ADANIPORTS3% ₹42 Cr 296,403
↓ -2,841 PTC India Financial Services Ltd (Financial Services)
Equity, Since 31 Dec 23 | PFS3% ₹41 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 (18 Feb 26) ₹65.47 ↑ 0.43 (0.66 %) Net Assets (Cr) ₹3,694 on 31 Dec 25 Category Equity - Sectoral AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 1.99 Sharpe Ratio 0.84 Information Ratio 0.25 Alpha Ratio -1.32 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 Jan 21 ₹10,000 31 Jan 22 ₹12,928 31 Jan 23 ₹13,061 31 Jan 24 ₹16,628 31 Jan 25 ₹17,605 31 Jan 26 ₹21,057 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 18 Feb 26 Duration Returns 1 Month 1.4% 3 Month 1.4% 6 Month 7.9% 1 Year 25.7% 3 Year 18.1% 5 Year 12.8% 10 Year 15 Year Since launch 16.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 17.5% 2023 8.7% 2022 21.7% 2021 11.5% 2020 16.8% 2019 1.1% 2018 14.9% 2017 -2.4% 2016 47.6% 2015 15.7% Fund Manager information for Aditya Birla Sun Life Banking And Financial Services Fund
Name Since Tenure Dhaval Gala 26 Aug 15 10.44 Yr. Data below for Aditya Birla Sun Life Banking And Financial Services Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Financial Services 94.64% Technology 1% Asset Allocation
Asset Class Value Cash 4.36% Equity 95.64% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | ICICIBANK14% ₹504 Cr 3,717,929
↓ -960,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | HDFCBANK14% ₹503 Cr 5,408,496 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | AXISBANK9% ₹315 Cr 2,302,100 State Bank of India (Financial Services)
Equity, Since 31 Oct 17 | SBIN6% ₹207 Cr 1,918,689 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | BAJFINANCE5% ₹199 Cr 2,137,250 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | KOTAKBANK4% ₹145 Cr 3,546,665 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | AUBANK4% ₹132 Cr 1,346,861 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 23 | SHRIRAMFIN3% ₹122 Cr 1,198,382 ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIGI3% ₹103 Cr 565,076 Billionbrains Garage Ventures Ltd (Financial Services)
Equity, Since 30 Nov 25 | GROWW2% ₹91 Cr 5,134,395 6. Kotak Infrastructure & Economic Reform Fund
Kotak Infrastructure & Economic Reform Fund
Growth Launch Date 25 Feb 08 NAV (18 Feb 26) ₹67.016 ↑ 0.65 (0.97 %) Net Assets (Cr) ₹2,353 on 31 Dec 25 Category Equity - Sectoral AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆☆ Risk High Expense Ratio 2.01 Sharpe Ratio -0.27 Information Ratio -0.25 Alpha Ratio -18.36 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 Jan 21 ₹10,000 31 Jan 22 ₹15,429 31 Jan 23 ₹17,551 31 Jan 24 ₹25,679 31 Jan 25 ₹29,542 31 Jan 26 ₹30,021 Returns for Kotak Infrastructure & Economic Reform Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Feb 26 Duration Returns 1 Month 5.7% 3 Month 1.6% 6 Month 3.6% 1 Year 22.4% 3 Year 20.4% 5 Year 22.2% 10 Year 15 Year Since launch 11.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 -3.7% 2023 32.4% 2022 37.3% 2021 15.6% 2020 57.3% 2019 3.4% 2018 3.6% 2017 -19.6% 2016 45.3% 2015 9.2% Fund Manager information for Kotak Infrastructure & Economic Reform Fund
Name Since Tenure Nalin Bhatt 1 Oct 23 2.34 Yr. Data below for Kotak Infrastructure & Economic Reform Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Industrials 47.49% Basic Materials 13.1% Communication Services 11.04% Consumer Cyclical 10.26% Energy 7.01% Financial Services 3.25% Utility 2.42% Technology 2.35% Real Estate 1.96% Health Care 0.84% Asset Allocation
Asset Class Value Cash 0.28% Equity 99.72% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 15 | LT11% ₹241 Cr 612,000
↑ 54,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTL7% ₹149 Cr 755,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 25 | RELIANCE5% ₹111 Cr 792,000
↓ -72,000 Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 31 Jul 25 | INDUSTOWER4% ₹100 Cr 2,250,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 15 | ULTRACEMCO3% ₹76 Cr 60,000 Shree Cement Ltd (Basic Materials)
Equity, Since 31 Dec 11 | SHREECEM3% ₹73 Cr 27,000 Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Oct 15 | SOLARINDS3% ₹73 Cr 54,000 VST Tillers Tractors Ltd (Industrials)
Equity, Since 30 Apr 24 | VSTTILLERS3% ₹72 Cr 130,659 Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Aug 17 | KPIL3% ₹72 Cr 630,000 Bosch Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | BOSCHLTD3% ₹64 Cr 17,500 7. SBI Magnum COMMA Fund
SBI Magnum COMMA Fund
Growth Launch Date 8 Aug 05 NAV (18 Feb 26) ₹114.433 ↑ 0.95 (0.84 %) Net Assets (Cr) ₹863 on 31 Dec 25 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.58 Sharpe Ratio 0.43 Information Ratio 0 Alpha Ratio -4.27 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 Jan 21 ₹10,000 31 Jan 22 ₹16,089 31 Jan 23 ₹14,667 31 Jan 24 ₹20,249 31 Jan 25 ₹20,804 31 Jan 26 ₹24,363 Returns for SBI Magnum COMMA Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Feb 26 Duration Returns 1 Month 3.4% 3 Month 6.2% 6 Month 10.5% 1 Year 28.4% 3 Year 20.4% 5 Year 17.2% 10 Year 15 Year Since launch 12.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 12.3% 2023 10.5% 2022 32.3% 2021 -6.6% 2020 52% 2019 23.9% 2018 11.8% 2017 -18.7% 2016 39.2% 2015 32.3% Fund Manager information for SBI Magnum COMMA Fund
Name Since Tenure Dinesh Balachandran 1 Jun 24 1.67 Yr. Data below for SBI Magnum COMMA Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Basic Materials 55.16% Energy 23.65% Utility 10.95% Consumer Defensive 3.57% Consumer Cyclical 2.65% Financial Services 1.56% Asset Allocation
Asset Class Value Cash 2.14% Equity 97.54% Debt 0.32% Top Securities Holdings / Portfolio
Name Holding Value Quantity Tata Steel Ltd (Basic Materials)
Equity, Since 30 Apr 11 | TATASTEEL9% ₹83 Cr 4,276,000 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 07 | RELIANCE6% ₹51 Cr 362,732
↓ -62,000 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 20 | ONGC5% ₹47 Cr 1,750,000
↑ 350,000 Vedanta Ltd (Basic Materials)
Equity, Since 30 Apr 24 | VEDL5% ₹46 Cr 675,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Jun 18 | ULTRACEMCO5% ₹43 Cr 34,000 Indian Oil Corp Ltd (Energy)
Equity, Since 29 Feb 24 | IOC5% ₹41 Cr 2,500,000 JSW Steel Ltd (Basic Materials)
Equity, Since 31 May 24 | JSWSTEEL4% ₹36 Cr 300,000 Steel Authority Of India Ltd (Basic Materials)
Equity, Since 29 Feb 24 | SAIL4% ₹36 Cr 2,350,000 NMDC Ltd (Basic Materials)
Equity, Since 30 Sep 24 | NMDC4% ₹32 Cr 3,909,570
↑ 1,421,651 CESC Ltd (Utilities)
Equity, Since 30 Sep 24 | CESC3% ₹31 Cr 2,070,000 8. SBI Consumption Opportunities Fund
SBI Consumption Opportunities Fund
Growth Launch Date 2 Jan 13 NAV (18 Feb 26) ₹295.415 ↑ 0.18 (0.06 %) Net Assets (Cr) ₹3,162 on 31 Dec 25 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk High Expense Ratio 2 Sharpe Ratio -0.77 Information Ratio -0.7 Alpha Ratio -15.33 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 Jan 21 ₹10,000 31 Jan 22 ₹13,479 31 Jan 23 ₹15,080 31 Jan 24 ₹20,006 31 Jan 25 ₹22,523 31 Jan 26 ₹21,077 Returns for SBI Consumption Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Feb 26 Duration Returns 1 Month -0.3% 3 Month -4.9% 6 Month -4.5% 1 Year 3.4% 3 Year 12.9% 5 Year 15.6% 10 Year 15 Year Since launch 14.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 -6.3% 2023 22.8% 2022 29.9% 2021 13.9% 2020 35.6% 2019 13.9% 2018 0.1% 2017 -2% 2016 53.1% 2015 2.4% Fund Manager information for SBI Consumption Opportunities Fund
Name Since Tenure Pradeep Kesavan 1 Apr 24 1.84 Yr. Ashit Desai 1 Apr 24 1.84 Yr. Data below for SBI Consumption Opportunities Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Consumer Cyclical 43.85% Consumer Defensive 26.82% Basic Materials 7.93% Industrials 7.2% Communication Services 6.65% Financial Services 1.54% Technology 1.5% Asset Allocation
Asset Class Value Cash 3.88% Equity 95.99% Debt 0.1% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTL7% ₹195 Cr 990,000 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 22 | HINDUNILVR5% ₹161 Cr 677,132
↑ 150,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | M&M5% ₹156 Cr 455,000 Britannia Industries Ltd (Consumer Defensive)
Equity, Since 30 Sep 20 | BRITANNIA4% ₹130 Cr 222,499 Asian Paints Ltd (Basic Materials)
Equity, Since 30 Jun 25 | ASIANPAINT4% ₹124 Cr 509,000 Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | JUBLFOOD4% ₹119 Cr 2,386,850 Titan Co Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | TITAN4% ₹110 Cr 277,500 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 20 | MARUTI4% ₹109 Cr 75,000
↓ -21,100 Berger Paints India Ltd (Basic Materials)
Equity, Since 30 Jun 24 | BERGEPAINT4% ₹109 Cr 2,350,172 Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | EICHERMOT4% ₹107 Cr 150,000
↓ -45,956 9. Mirae Asset Great Consumer Fund
Mirae Asset Great Consumer Fund
Growth Launch Date 29 Mar 11 NAV (18 Feb 26) ₹91.809 ↑ 0.20 (0.22 %) Net Assets (Cr) ₹4,754 on 31 Dec 25 Category Equity - Sectoral AMC Mirae Asset Global Inv (India) Pvt. Ltd Rating ☆☆☆☆ Risk High Expense Ratio 1.16 Sharpe Ratio -0.11 Information Ratio -0.38 Alpha Ratio -5.48 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 Jan 21 ₹10,000 31 Jan 22 ₹12,839 31 Jan 23 ₹13,629 31 Jan 24 ₹18,444 31 Jan 25 ₹20,554 31 Jan 26 ₹20,753 Returns for Mirae Asset Great Consumer Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Feb 26 Duration Returns 1 Month 0.7% 3 Month -4.6% 6 Month -3.3% 1 Year 11.5% 3 Year 16.8% 5 Year 15.4% 10 Year 15 Year Since launch 16.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 3.4% 2023 17.2% 2022 32.9% 2021 7.2% 2020 33% 2019 11.2% 2018 8.6% 2017 1.9% 2016 51% 2015 2% Fund Manager information for Mirae Asset Great Consumer Fund
Name Since Tenure Siddhant Chhabria 21 Jun 21 4.62 Yr. Data below for Mirae Asset Great Consumer Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Consumer Cyclical 56.58% Consumer Defensive 20.25% Communication Services 7.05% Basic Materials 6.4% Industrials 3.89% Health Care 2.74% Technology 2.34% Asset Allocation
Asset Class Value Cash 0.73% Equity 99.27% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Eternal Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | 5433208% ₹353 Cr 12,913,385
↑ 1,310,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | M&M7% ₹322 Cr 938,648
↓ -20,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | MARUTI7% ₹311 Cr 212,923 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL7% ₹309 Cr 1,571,265 Titan Co Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | TITAN6% ₹259 Cr 650,773
↑ 42,000 ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC5% ₹241 Cr 7,475,000
↓ -3,900,000 Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | EICHERMOT4% ₹193 Cr 271,196 Britannia Industries Ltd (Consumer Defensive)
Equity, Since 31 Aug 19 | BRITANNIA4% ₹187 Cr 318,750
↑ 80,000 Trent Ltd (Consumer Cyclical)
Equity, Since 31 May 23 | TRENT4% ₹181 Cr 478,446
↑ 35,575 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 24 | VBL4% ₹155 Cr 3,296,886 10. Nippon India Power and Infra Fund
Nippon India Power and Infra Fund
Growth Launch Date 8 May 04 NAV (18 Feb 26) ₹355.176 ↑ 2.24 (0.64 %) Net Assets (Cr) ₹7,117 on 31 Dec 25 Category Equity - Sectoral AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 1.85 Sharpe Ratio -0.2 Information Ratio 0.34 Alpha Ratio -15.06 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 Jan 21 ₹10,000 31 Jan 22 ₹14,955 31 Jan 23 ₹16,453 31 Jan 24 ₹27,930 31 Jan 25 ₹30,936 31 Jan 26 ₹31,936 Returns for Nippon India Power and Infra Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Feb 26 Duration Returns 1 Month 6% 3 Month 0.3% 6 Month 4.4% 1 Year 21.3% 3 Year 26.6% 5 Year 23.9% 10 Year 15 Year Since launch 17.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 -0.5% 2023 26.9% 2022 58% 2021 10.9% 2020 48.9% 2019 10.8% 2018 -2.9% 2017 -21.1% 2016 61.7% 2015 0.1% Fund Manager information for Nippon India Power and Infra Fund
Name Since Tenure Kinjal Desai 25 May 18 7.7 Yr. Rahul Modi 19 Aug 24 1.45 Yr. Lokesh Maru 5 Sep 25 0.41 Yr. Divya Sharma 5 Sep 25 0.41 Yr. Data below for Nippon India Power and Infra Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Industrials 31.76% Utility 24.23% Consumer Cyclical 11.14% Energy 10.76% Basic Materials 7.94% Technology 4.08% Communication Services 3.05% Financial Services 2.82% Health Care 2.16% Real Estate 1.9% Asset Allocation
Asset Class Value Cash 0.17% Equity 99.83% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE10% ₹650 Cr 4,660,000
↑ 110,000 NTPC Ltd (Utilities)
Equity, Since 31 May 09 | NTPC9% ₹605 Cr 17,000,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 07 | LT6% ₹389 Cr 989,337
↓ -75,000 Tata Power Co Ltd (Utilities)
Equity, Since 30 Apr 23 | TATAPOWER4% ₹289 Cr 7,900,789 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 18 | BHARTIARTL3% ₹207 Cr 1,050,000
↓ -150,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | ULTRACEMCO3% ₹203 Cr 160,000
↓ -10,000 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 30 Sep 24 | CGPOWER3% ₹176 Cr 3,020,014 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 24 | BHEL3% ₹171 Cr 6,500,000
↓ -400,000 Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | BHARATFORG3% ₹170 Cr 1,179,635 NTPC Green Energy Ltd (Utilities)
Equity, Since 30 Nov 24 | NTPCGREEN2% ₹158 Cr 18,358,070
↑ 860,913
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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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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