+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 ₹90.6275
↑ 0.46 ₹1,584 -10.9 -6 -0.3 14.7 14 -0.1 Franklin Build India Fund Growth ₹140.077
↑ 2.59 ₹3,036 -4.2 -0.1 10.8 26.1 25.4 3.7 DSP Natural Resources and New Energy Fund Growth ₹103.16
↑ 1.49 ₹1,573 7.8 14.9 26.9 21 23.3 17.5 Bandhan Infrastructure Fund Growth ₹45.603
↑ 1.12 ₹1,522 -8.9 -8.4 1.9 23.8 24.5 -6.9 Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹63.37
↑ 0.66 ₹3,694 0.1 5 21.6 17.5 15.9 17.5 Kotak Infrastructure & Economic Reform Fund Growth ₹62.419
↑ 1.25 ₹2,353 -6.5 -4 5.1 19.8 24.1 -3.7 SBI Magnum COMMA Fund Growth ₹110.835
↑ 2.40 ₹863 2.3 6.6 22 19.4 19.3 12.3 SBI Consumption Opportunities Fund Growth ₹285.904
↑ 0.13 ₹3,162 -9.3 -6 -4.6 12 15.8 -6.3 Mirae Asset Great Consumer Fund Growth ₹87.268
↑ 0.28 ₹4,754 -10.4 -5 2.7 15.2 15.4 3.4 Nippon India Power and Infra Fund Growth ₹330.582
↑ 7.73 ₹7,117 -7.1 -2.5 6.6 25.2 25.6 -0.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jan 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: 14.03% (bottom quartile). 5Y return: 25.39% (top quartile). 5Y return: 23.33% (upper mid). 5Y return: 24.48% (upper mid). 5Y return: 15.88% (lower mid). 5Y return: 24.12% (upper mid). 5Y return: 19.26% (lower mid). 5Y return: 15.83% (bottom quartile). 5Y return: 15.39% (bottom quartile). 5Y return: 25.56% (top quartile). Point 6 3Y return: 14.68% (bottom quartile). 3Y return: 26.10% (top quartile). 3Y return: 21.02% (upper mid). 3Y return: 23.84% (upper mid). 3Y return: 17.54% (lower mid). 3Y return: 19.79% (upper mid). 3Y return: 19.43% (lower mid). 3Y return: 12.01% (bottom quartile). 3Y return: 15.20% (bottom quartile). 3Y return: 25.16% (top quartile). Point 7 1Y return: -0.26% (bottom quartile). 1Y return: 10.75% (upper mid). 1Y return: 26.86% (top quartile). 1Y return: 1.91% (bottom quartile). 1Y return: 21.58% (upper mid). 1Y return: 5.08% (lower mid). 1Y return: 22.03% (top quartile). 1Y return: -4.59% (bottom quartile). 1Y return: 2.71% (lower mid). 1Y return: 6.58% (upper 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 (28 Jan 26) ₹90.6275 ↑ 0.46 (0.51 %) 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 Returns for Sundaram Rural and Consumption Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 26 Duration Returns 1 Month -7.3% 3 Month -10.9% 6 Month -6% 1 Year -0.3% 3 Year 14.7% 5 Year 14% 10 Year 15 Year Since launch 11.8% 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 Data below for Sundaram Rural and Consumption Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. Franklin Build India Fund
Franklin Build India Fund
Growth Launch Date 4 Sep 09 NAV (28 Jan 26) ₹140.077 ↑ 2.59 (1.88 %) 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 Returns for Franklin Build India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 26 Duration Returns 1 Month -1.6% 3 Month -4.2% 6 Month -0.1% 1 Year 10.8% 3 Year 26.1% 5 Year 25.4% 10 Year 15 Year Since launch 17.5% 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 Data below for Franklin Build India Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. DSP Natural Resources and New Energy Fund
DSP Natural Resources and New Energy Fund
Growth Launch Date 25 Apr 08 NAV (27 Jan 26) ₹103.16 ↑ 1.49 (1.46 %) 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 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 28 Jan 26 Duration Returns 1 Month 5.1% 3 Month 7.8% 6 Month 14.9% 1 Year 26.9% 3 Year 21% 5 Year 23.3% 10 Year 15 Year Since launch 14% 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 Data below for DSP Natural Resources and New Energy Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. Bandhan Infrastructure Fund
Bandhan Infrastructure Fund
Growth Launch Date 8 Mar 11 NAV (28 Jan 26) ₹45.603 ↑ 1.12 (2.52 %) 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 Returns for Bandhan Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 26 Duration Returns 1 Month -5.4% 3 Month -8.9% 6 Month -8.4% 1 Year 1.9% 3 Year 23.8% 5 Year 24.5% 10 Year 15 Year Since launch 10.7% 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 Data below for Bandhan Infrastructure Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 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 (28 Jan 26) ₹63.37 ↑ 0.66 (1.05 %) 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 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 28 Jan 26 Duration Returns 1 Month -1.2% 3 Month 0.1% 6 Month 5% 1 Year 21.6% 3 Year 17.5% 5 Year 15.9% 10 Year 15 Year Since launch 16.5% 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 Data below for Aditya Birla Sun Life Banking And Financial Services Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. Kotak Infrastructure & Economic Reform Fund
Kotak Infrastructure & Economic Reform Fund
Growth Launch Date 25 Feb 08 NAV (28 Jan 26) ₹62.419 ↑ 1.25 (2.04 %) 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 Returns for Kotak Infrastructure & Economic Reform Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 26 Duration Returns 1 Month -4% 3 Month -6.5% 6 Month -4% 1 Year 5.1% 3 Year 19.8% 5 Year 24.1% 10 Year 15 Year Since launch 10.8% 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 Data below for Kotak Infrastructure & Economic Reform Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 7. SBI Magnum COMMA Fund
SBI Magnum COMMA Fund
Growth Launch Date 8 Aug 05 NAV (28 Jan 26) ₹110.835 ↑ 2.40 (2.22 %) 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 Returns for SBI Magnum COMMA Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 26 Duration Returns 1 Month 3% 3 Month 2.3% 6 Month 6.6% 1 Year 22% 3 Year 19.4% 5 Year 19.3% 10 Year 15 Year Since launch 12.5% 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 Data below for SBI Magnum COMMA Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 8. SBI Consumption Opportunities Fund
SBI Consumption Opportunities Fund
Growth Launch Date 2 Jan 13 NAV (28 Jan 26) ₹285.904 ↑ 0.13 (0.04 %) 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 Returns for SBI Consumption Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 26 Duration Returns 1 Month -6.6% 3 Month -9.3% 6 Month -6% 1 Year -4.6% 3 Year 12% 5 Year 15.8% 10 Year 15 Year Since launch 14.2% 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 Data below for SBI Consumption Opportunities Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 9. Mirae Asset Great Consumer Fund
Mirae Asset Great Consumer Fund
Growth Launch Date 29 Mar 11 NAV (28 Jan 26) ₹87.268 ↑ 0.28 (0.33 %) 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 Returns for Mirae Asset Great Consumer Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 26 Duration Returns 1 Month -8% 3 Month -10.4% 6 Month -5% 1 Year 2.7% 3 Year 15.2% 5 Year 15.4% 10 Year 15 Year Since launch 15.7% 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 Data below for Mirae Asset Great Consumer Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 10. Nippon India Power and Infra Fund
Nippon India Power and Infra Fund
Growth Launch Date 8 May 04 NAV (28 Jan 26) ₹330.582 ↑ 7.73 (2.39 %) 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 Returns for Nippon India Power and Infra Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 26 Duration Returns 1 Month -4.1% 3 Month -7.1% 6 Month -2.5% 1 Year 6.6% 3 Year 25.2% 5 Year 25.6% 10 Year 15 Year Since launch 17.5% 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 Data below for Nippon India Power and Infra Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
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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