भगवद गीतेतील आर्थिक धडे

Updated on May 10, 2026 , 6756 views

तुम्ही मोठे झाल्यावर, तुमच्या कमाईचे स्त्रोत वाढवण्यासाठी आणि आर्थिक हाताळणी करण्यासाठी तुम्हाला उच्च शहाणपणाची आवश्यकता आहे. तुम्ही तुमची वाचन पद्धत बदलण्याचा प्रयत्न का करत नाही?

भगवद्गीता, मानवांसाठी मॅन्युअल, तुम्हाला अध्यात्माच्या स्पर्शाने जीवनाचे सर्व धडे शिकवते, तुम्हाला परिपूर्ण मनुष्य बनवते.

हे तुमच्या दैनंदिन जीवनातील सर्व समस्यांपासून बचाव करणारे आणि तुमच्या जीवनातील सर्व यशाचे कारण आहे.

वर्षानुवर्षे, गीता जगातील अनेक महान व्यक्तींच्या विजयाचे रहस्य आहे. महात्मा गांधी, स्वामी विवेकानंद, निकोला टेस्ला, राल्फ वाल्डो इमर्सन, अल्डॉस हक्सले, हेन्री डेव्हिड थोरो, विल स्मिथ, जे. रॉबर्ट ओपेनहाइमर, कार्ल जंग, - महात्मा गांधी, स्वामी विवेकानंद, निकोला टेस्ला, राल्फ वाल्डो इमर्सन, त्यांच्या प्रभावाने तुम्हाला थक्क करतील अशा प्रमुख उदाहरणांमधून ते ऐका. बुलेंट इसेविट, जॉर्ज हॅरिसन आणि इतर.

पांडव आणि कौरवांमधील कुरुक्षेत्राच्या युद्धादरम्यान, भगवद्गीता हा योद्धा-राजकुमार अर्जुन आणि युद्धात त्याचा सारथी म्हणून सेवा करणारे श्रीकृष्ण यांच्यातील संवाद आहे. आणि तेव्हापासून, गीता जीवनाच्या प्रत्येक क्षेत्रात मानवी जीवनासाठी नैतिक मार्गदर्शक बनली आहे.

कृष्णाने दिलेले जीवन बदलणारे धडे खऱ्या अर्थाने माणसाच्या बुद्धीला चालना देऊ शकतातगुंतवणूकदार. शिवाय, कृष्णाने पांडवांना दिलेल्या प्रमुख युक्त्या, शक्तिशाली रणनीती तुमच्या यशस्वी आर्थिक जीवनासाठी मार्गदर्शक शक्ती ठरू शकतात.

गंभीर विचार, सावध राहणे, शांत राहणे, लोभमुक्त वृत्ती या गीतेतील काही शिकवण आहेत ज्या गुंतवणुकीच्या जगात प्रवेश करताना स्वीकारणे आवश्यक आहे. चला अधिक जाणून घेऊया.

पवित्र गीतेतून आर्थिक धडे

श्रेयांस्वधर्मो विगुण: परधर्मत्सवानुष्ठितात् |

स्वधर्मे निदमं श्रेय: परधर्मे अशुभ: || CH 3, 35 ||

हरेयन स्व-धर्मो विगुणः पर-धर्मात स्व-अनुष्ठितात स्व-धर्मे निधानम श्रेयः पर-धर्मो भयावहः

"एखाद्याच्या कर्तव्याचे अनुकरण करण्यापेक्षा स्वतःची कर्तव्ये चोखपणे पार पाडणे खूप चांगले आहे. दुसऱ्याच्या कर्तव्यात गुंतण्यापेक्षा स्वतःचे कर्तव्य पार पाडताना नाश करणे चांगले आहे, दुसऱ्याच्या मार्गावर जाणे धोकादायक आहे."

एक गुंतवणूकदार म्हणून, इतरांच्या गुंतवणुकीच्या धोरणांचा आंधळेपणाने अनुसरण करण्यापेक्षा स्वतःचे संशोधन आणि योग्य परिश्रम करणे चांगले आहे. पैसे कमावण्यासाठी इतरांच्या टिप्स आणि युक्त्यांवर अवलंबून राहण्याआधी, तुम्ही स्वतःची चौकट तयार केली पाहिजे. गुंतवणुकीचे जग कळपाच्या प्रवृत्तीने भरलेले असल्याने, बरेच लोक इतरांच्या कृतींचे अनुसरण करतात की त्यांनी त्यांचे संशोधन आधीच केले आहे, ज्यामुळेबाजार क्रॅश किंवा मालमत्ता फुगे.

ज्ञानी गुंतवणूकदार नेहमी स्वतःच्या विश्लेषणावर अवलंबून राहून स्वधर्म (त्याच्या कर्तव्यांचे पालन) करतो.

दंभो दर्पोऽभिमानश्च क्रोधः परुष्यमेव ग.

अज्ञानं चाभिजातस्य परार्थ सम्पदमासुरीम् || CH 16, 4 ||

दंभो दर्पो ’ भीमानाश च क्रोधाः परुष्यम्ईवा नाही अज्ञांम चाभिजातस्य पार्थ संपदम् आसुरिम

"हे पार्थ, आसुरी स्वभाव असलेल्यांचे गुण म्हणजे दांभिकता, अहंकार, दंभ, क्रोध, कठोरपणा आणि अज्ञान."

वित्त व्यवस्थापित करताना, थोड्याच वेळात थोडीशी वाढ तुम्हाला अभिमान वाटू शकत नाही. परंतु, ते लवकरच प्रतिभा किंवा संपत्ती कमावण्याचे कौशल्य बाळगण्याच्या अहंकारात विकसित होऊ शकते. ते इतरांद्वारे प्रशंसा करण्याची इच्छा बाळगतात, स्वतःला इतरांपेक्षा श्रेष्ठ समजतात. अशा गुंतवणुकदारांनी जर लवकर विचार केला नाही तर, आसुरी गुणांचा ज्वालामुखी उफाळून येऊ शकतो जसे की कठोरपणा, अहंकार आणि शेवटी अशा व्यक्तीला अज्ञानी बनवते.

अहंकाराच्या सहलीपासून दूर राहा, नम्र राहण्याची सवय लावा आणि सतत शिकत राहा. तुमच्या सहकारी व्यापार्‍यांकडून विचारांची देवाणघेवाण करा, चुकांमधून शिका आणि शांतता राखा.

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तस्मतत्वमिंद्रियान्यदौ नियम्य भरतर्षभा |

पापमनाम प्रजाह ह्यनाम ज्ञानविज्ञाननाशनम् || CH 3, 41||

तस्मात् त्वम् इंद्रियण्‍यादौ नियम्य भरतर्षभ पापमानं प्रजाही ह्यनाम ज्ञान-विज्ञान-नाशनम्

"म्हणून, हे सर्वोत्तम भारतांनो, सुरुवातीलाच इंद्रियांना नियंत्रणात आणा आणि पापाचे अवतार असलेल्या आणि ज्ञान आणि बोधाचा नाश करणार्‍या इच्छा नावाच्या शत्रूचा वध करा."

इच्छा हे पहिले प्राणघातक पाप आहे अशी जुनी म्हण आहेगुंतवणूक. जसे कृष्ण अर्जुनाला इच्छांच्या दुष्परिणामांबद्दल शिकवत आहेत, त्याचप्रमाणे, अनेक यशस्वी गुंतवणूकदारांनी वेळोवेळी नवशिक्यांना गुंतवणूकीच्या जीवनापासून भावनांना दूर ठेवण्याचा सल्ला दिला आहे. पैसे कमावण्याच्या इच्छेला तुमच्यावर मात करू देऊ नका. मोठ्या चित्रावर लक्ष केंद्रित करा. तुमची भावना नियंत्रणात ठेवा आणि तुमचे ज्ञान तुमच्यासाठी कार्य करू द्या. संयम ठेवा आणि गुंतवणूक करत रहा, तुमची मालमत्ता वाढू द्या. बाजारातील गोंगाटाचे अनुसरण करण्यापूर्वी तुम्ही नेहमी तुमच्या इंद्रियांवर नियंत्रण ठेवा आणि चांगले संशोधन करा याची खात्री करा.

उद्धरेदात्मनात्मानं नात्मानमवसादयेत् |

आत्मैव हयात्मनो बन्धुरात्मैव रिपुरात्मन: || CH 6, 5 ||

uddhared ātmanātmanānam natmanam avasadayet आत्मैव ह्यत्मनो बंधुर आत्मैव रिपूर आत्मानः

"आपल्या मनाच्या सामर्थ्याने स्वत: ला उंच करा, आणि स्वतःला कमी करू नका, कारण मन हे स्वतःचे मित्र आणि शत्रू देखील असू शकते."

या श्लोकात, कृष्ण एक शक्तिशाली संदेश देतो की उच्च प्रगती करण्यासाठी तुम्हाला स्वतःच्या प्रयत्नांनी स्वतःला उंचावे लागेल. जर तुम्ही यशस्वी झालात तर तुम्ही तुमचे स्वतःचे मित्र आहात आणि जर आम्ही नाही केले तर तुम्ही आमचे स्वतःचे शत्रू बनू शकता. दुसऱ्या शब्दांत, आपले यश आणि अपयश पूर्णपणे आपल्या हातात असते. दुसरी कोणतीही व्यक्ती तुम्हाला मदत करू शकत नाही. म्हणून, एक गुंतवणूकदार म्हणून, तुम्हाला योग्य दिशेने जाण्यासाठी स्वतःला प्रशिक्षण द्यावे लागेल.

बुद्धीने आपले मन उन्नत करा. सखोल संशोधन आणि विश्लेषणामध्ये व्यस्त रहा. आपले मूलभूत करा आणितांत्रिक विश्लेषण कोणत्याही कंपनीत गुंतवणूक करण्यापूर्वी. जगाशी अद्ययावत राहून तुमचे ज्ञान वाढवाअर्थशास्त्र आणि आपल्या योजनेवर लक्ष केंद्रित करणे. एक संज्ञानात्मक गुंतवणूकदार व्हा आणि झुंड प्रवृत्तीला बळी पडू नका. बुद्धी मग तुम्हाला योग्य दिशेने मार्गदर्शन करेल.

महाकाव्य महाभारतातील अतिरिक्त धडे

अपडेट रहा आणि तुमचे ज्ञान वाढवा

आर्थिक कल्याण आणि राजकीय बातम्यांशी संपर्कात राहणे तुम्हाला बाजारातील हालचालींचे विस्तृत चित्र देईल. तसेच, एक मजबूत मूर्ती आणि उद्योगाकडून प्रेरणा घ्या, उदाहरणार्थ, वॉरेन बफे,राकेश झुनझुनवाला किंवा असे कोणतेही शीर्ष गुंतवणूकदार आणि त्यांचे अनुसरण करागुंतवणुकीचे नियम. अर्जुनासाठी कृष्णासारखा चांगला सारथी तुमच्याकडे असला पाहिजे. कृष्णाच्या शहाणपणाने आणि चतुराईने अर्जुन आणि इतर पांडवांना विजयीपणे उदयास येण्यास सक्षम केले.

विविधता आणा आणि अनावश्यक जोखीम टाळा

महाभारत युद्धाच्या वेळी अर्जुन आणि कर्ण हे समान शक्तीचे योद्धे होते; तथापि, कर्णाकडे भगवान इंद्राने दिलेले दैवी शस्त्र होते. पण कृष्णाने अर्जुनाचे कर्णापासून रक्षण केले. येथील गुंतवणूकदारांसाठी महत्त्वाचा धडा हा आहे की त्यांनी त्यांचे पोर्टफोलिओ अस्थिरतेत आणू नयेत. उदाहरणार्थ, फक्त एका संभाव्यतेमध्ये गुंतवणूक करणेलहान टोपी निधी धोकादायक असू शकतो. तुमच्या गुंतवणुकीचे विविध मालमत्तेमध्ये वैविध्य आणा, त्यामुळे बाजारातील अस्थिरतेच्या काळात, एखादा फंड कामगिरी करू शकला नाही, तर इतर पोर्टफोलिओ संतुलित करू शकतात.

पूर्ण करण्यासाठी अआर्थिक ध्येय,भांडवल कौतुक करण्यापेक्षा संरक्षण हे तुमचे ध्येय असले पाहिजे.

चालू वर्षात गुंतवणूक करण्यासाठी सर्वोत्तम वैविध्यपूर्ण फंड तपासा

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Kotak Standard Multicap Fund Growth	₹81.778 ↓ -1.74	₹50,146	-8.2	-6.3	0	13.6	12.6	9.5
Mirae Asset India Equity Fund Growth	₹105.913 ↓ -2.10	₹35,343	-8.6	-9.4	-4.1	9.6	10.1	10.2
Motilal Oswal Multicap 35 Fund Growth	₹54.953 ↓ -1.50	₹11,679	-6.9	-12.1	-8.1	17.9	12	-5.6
BNP Paribas Multi Cap Fund Growth	₹73.5154 ↓ -0.01	₹588	-4.6	-2.6	19.3	17.3	13.6
Aditya Birla Sun Life Equity Fund Growth	₹1,812.79 ↓ -40.41	₹23,018	-3.9	-3.2	4	16.6	13.1	11.2
Bandhan Focused Equity Fund Growth	₹85.864 ↓ -2.10	₹1,810	-2.5	-4.5	2.6	16	13.5	-1.6
SBI Magnum Multicap Fund Growth	₹105.651 ↓ -1.30	₹20,626	-5.6	-5.3	2.6	10.4	10.4	5.5
JM Multicap Fund Growth	₹92.6216 ↓ -1.82	₹4,504	-3.2	-5.8	-2.7	17.7	16.9	-6.8
ICICI Prudential Multicap Fund Growth	₹814.2 ↓ -18.42	₹14,681	-0.2	0.6	6.2	19.2	17.3	5.7
Parag Parikh Long Term Equity Fund Growth	₹82.9166 ↓ -0.64	₹128,966	-3.3	-3.9	3.9	16.2	15.5	7.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 12 May 26

Research Highlights & Commentary of 10 Funds showcased

Commentary	Kotak Standard Multicap Fund	Mirae Asset India Equity Fund	Motilal Oswal Multicap 35 Fund	BNP Paribas Multi Cap Fund	Aditya Birla Sun Life Equity Fund	Bandhan Focused Equity Fund	SBI Magnum Multicap Fund	JM Multicap Fund	ICICI Prudential Multicap Fund	Parag Parikh Long Term Equity Fund
Point 1	Top quartile AUM (₹50,146 Cr).	Upper mid AUM (₹35,343 Cr).	Lower mid AUM (₹11,679 Cr).	Bottom quartile AUM (₹588 Cr).	Upper mid AUM (₹23,018 Cr).	Bottom quartile AUM (₹1,810 Cr).	Upper mid AUM (₹20,626 Cr).	Bottom quartile AUM (₹4,504 Cr).	Lower mid AUM (₹14,681 Cr).	Highest AUM (₹128,966 Cr).
Point 2	Established history (16+ yrs).	Established history (18+ yrs).	Established history (12+ yrs).	Established history (20+ yrs).	Established history (27+ yrs).	Established history (20+ yrs).	Established history (20+ yrs).	Established history (17+ yrs).	Oldest track record among peers (31 yrs).	Established history (12+ yrs).
Point 3	Top rated.	Rating: 5★ (top quartile).	Rating: 5★ (upper mid).	Rating: 4★ (upper mid).	Rating: 4★ (upper mid).	Rating: 4★ (lower mid).	Rating: 4★ (lower mid).	Rating: 4★ (bottom quartile).	Rating: 3★ (bottom quartile).	Rating: 3★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 12.61% (lower mid).	5Y return: 10.07% (bottom quartile).	5Y return: 12.02% (bottom quartile).	5Y return: 13.57% (upper mid).	5Y return: 13.14% (lower mid).	5Y return: 13.45% (upper mid).	5Y return: 10.36% (bottom quartile).	5Y return: 16.93% (top quartile).	5Y return: 17.27% (top quartile).	5Y return: 15.51% (upper mid).
Point 6	3Y return: 13.60% (bottom quartile).	3Y return: 9.55% (bottom quartile).	3Y return: 17.91% (top quartile).	3Y return: 17.28% (upper mid).	3Y return: 16.57% (upper mid).	3Y return: 16.05% (lower mid).	3Y return: 10.45% (bottom quartile).	3Y return: 17.74% (upper mid).	3Y return: 19.21% (top quartile).	3Y return: 16.20% (lower mid).
Point 7	1Y return: 0.03% (lower mid).	1Y return: -4.07% (bottom quartile).	1Y return: -8.07% (bottom quartile).	1Y return: 19.34% (top quartile).	1Y return: 3.99% (upper mid).	1Y return: 2.59% (upper mid).	1Y return: 2.55% (lower mid).	1Y return: -2.66% (bottom quartile).	1Y return: 6.17% (top quartile).	1Y return: 3.90% (upper mid).
Point 8	Alpha: 2.09 (top quartile).	Alpha: -0.90 (upper mid).	Alpha: -8.96 (bottom quartile).	Alpha: 0.00 (upper mid).	Alpha: 2.66 (top quartile).	Alpha: 0.08 (upper mid).	Alpha: -1.49 (bottom quartile).	Alpha: -6.15 (bottom quartile).	Alpha: -1.27 (lower mid).	Alpha: -1.42 (lower mid).
Point 9	Sharpe: -0.34 (upper mid).	Sharpe: -0.63 (bottom quartile).	Sharpe: -1.03 (bottom quartile).	Sharpe: 2.86 (top quartile).	Sharpe: -0.30 (top quartile).	Sharpe: -0.48 (upper mid).	Sharpe: -0.61 (lower mid).	Sharpe: -0.93 (bottom quartile).	Sharpe: -0.52 (upper mid).	Sharpe: -0.62 (lower mid).
Point 10	Information ratio: -0.04 (bottom quartile).	Information ratio: -0.79 (bottom quartile).	Information ratio: 0.51 (top quartile).	Information ratio: 0.00 (lower mid).	Information ratio: 0.92 (top quartile).	Information ratio: 0.29 (upper mid).	Information ratio: -1.04 (bottom quartile).	Information ratio: 0.42 (upper mid).	Information ratio: 0.23 (lower mid).	Information ratio: 0.49 (upper mid).

Kotak Standard Multicap Fund

Top quartile AUM (₹50,146 Cr).
Established history (16+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 12.61% (lower mid).
3Y return: 13.60% (bottom quartile).
1Y return: 0.03% (lower mid).
Alpha: 2.09 (top quartile).
Sharpe: -0.34 (upper mid).
Information ratio: -0.04 (bottom quartile).

Mirae Asset India Equity Fund

Upper mid AUM (₹35,343 Cr).
Established history (18+ yrs).
Rating: 5★ (top quartile).
Risk profile: Moderately High.
5Y return: 10.07% (bottom quartile).
3Y return: 9.55% (bottom quartile).
1Y return: -4.07% (bottom quartile).
Alpha: -0.90 (upper mid).
Sharpe: -0.63 (bottom quartile).
Information ratio: -0.79 (bottom quartile).

Motilal Oswal Multicap 35 Fund

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

BNP Paribas Multi Cap Fund

Bottom quartile AUM (₹588 Cr).
Established history (20+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 13.57% (upper mid).
3Y return: 17.28% (upper mid).
1Y return: 19.34% (top quartile).
Alpha: 0.00 (upper mid).
Sharpe: 2.86 (top quartile).
Information ratio: 0.00 (lower mid).

Aditya Birla Sun Life Equity Fund

Upper mid AUM (₹23,018 Cr).
Established history (27+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 13.14% (lower mid).
3Y return: 16.57% (upper mid).
1Y return: 3.99% (upper mid).
Alpha: 2.66 (top quartile).
Sharpe: -0.30 (top quartile).
Information ratio: 0.92 (top quartile).

Bandhan Focused Equity Fund

Bottom quartile AUM (₹1,810 Cr).
Established history (20+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 13.45% (upper mid).
3Y return: 16.05% (lower mid).
1Y return: 2.59% (upper mid).
Alpha: 0.08 (upper mid).
Sharpe: -0.48 (upper mid).
Information ratio: 0.29 (upper mid).

SBI Magnum Multicap Fund

Upper mid AUM (₹20,626 Cr).
Established history (20+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 10.36% (bottom quartile).
3Y return: 10.45% (bottom quartile).
1Y return: 2.55% (lower mid).
Alpha: -1.49 (bottom quartile).
Sharpe: -0.61 (lower mid).
Information ratio: -1.04 (bottom quartile).

JM Multicap Fund

Bottom quartile AUM (₹4,504 Cr).
Established history (17+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.93% (top quartile).
3Y return: 17.74% (upper mid).
1Y return: -2.66% (bottom quartile).
Alpha: -6.15 (bottom quartile).
Sharpe: -0.93 (bottom quartile).
Information ratio: 0.42 (upper mid).

ICICI Prudential Multicap Fund

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

Parag Parikh Long Term Equity Fund

Highest AUM (₹128,966 Cr).
Established history (12+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 15.51% (upper mid).
3Y return: 16.20% (lower mid).
1Y return: 3.90% (upper mid).
Alpha: -1.42 (lower mid).
Sharpe: -0.62 (lower mid).
Information ratio: 0.49 (upper mid).

1. Kotak Standard Multicap Fund

(Erstwhile Kotak Select Focus Fund)

The investment objective of the scheme is to generate long term appreciation from the portfolio of equity and equity related sectors, generally focussed on few selected sectors.

Research Highlights for Kotak Standard Multicap Fund

Top quartile AUM (₹50,146 Cr).
Established history (16+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 12.61% (lower mid).
3Y return: 13.60% (bottom quartile).
1Y return: 0.03% (lower mid).
Alpha: 2.09 (top quartile).
Sharpe: -0.34 (upper mid).
Information ratio: -0.04 (bottom quartile).

Below is the key information for Kotak Standard Multicap Fund

Kotak Standard Multicap Fund Growth
Launch Date	11 Sep 09
NAV (12 May 26)	₹81.778 ↓ -1.74 (-2.08 %)
Net Assets (Cr)	₹50,146 on 31 Mar 26
Category	Equity - Multi Cap
AMC	Kotak Mahindra Asset Management Co Ltd
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.47
Sharpe Ratio	-0.35
Information Ratio	-0.04
Alpha Ratio	2.09
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Apr 21	₹10,000
30 Apr 22	₹11,424
30 Apr 23	₹12,207
30 Apr 24	₹16,613
30 Apr 25	₹17,809
30 Apr 26	₹18,567

Kotak Standard Multicap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684 Invest Now

Returns for Kotak Standard Multicap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 May 26

Duration	Returns
1 Month	-2.1%
3 Month	-8.2%
6 Month	-6.3%
1 Year	0%
3 Year	13.6%
5 Year	12.6%
10 Year
15 Year
Since launch	13.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	9.5%
2023	16.5%
2022	24.2%
2021	5%
2020	25.4%
2019	11.8%
2018	12.3%
2017	-0.9%
2016	34.3%
2015	9.4%

Fund Manager information for Kotak Standard Multicap Fund

Name	Since	Tenure
Harsha Upadhyaya	4 Aug 12	13.75 Yr.

Data below for Kotak Standard Multicap Fund as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Financial Services	29.59%
Industrials	18.07%
Basic Materials	14.83%
Consumer Cyclical	11.63%
Energy	5.84%
Technology	5.31%
Communication Services	4.18%
Health Care	2.86%
Utility	2.8%
Consumer Defensive	2.19%

Asset Allocation

Asset Class	Value
Cash	1.81%
Equity	98.19%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Bharat Electronics Ltd (Industrials) Equity, Since 31 Aug 14 \| BEL	6%	₹3,025 Cr	75,500,000 ↓ -3,000,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Dec 10 \| HDFCBANK	6%	₹2,890 Cr	39,500,000
ICICI Bank Ltd (Financial Services) Equity, Since 30 Sep 10 \| ICICIBANK	5%	₹2,653 Cr	22,000,000
State Bank of India (Financial Services) Equity, Since 31 Jan 12 \| SBIN	5%	₹2,331 Cr	23,800,000
Jindal Steel Ltd (Basic Materials) Equity, Since 31 Mar 18 \| 532286	4%	₹2,115 Cr	19,000,000
Axis Bank Ltd (Financial Services) Equity, Since 31 May 12 \| 532215	4%	₹1,858 Cr	16,000,000
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Sep 13 \| LT	4%	₹1,857 Cr	5,300,000
Eternal Ltd (Consumer Cyclical) Equity, Since 31 Aug 23 \| 543320	3%	₹1,557 Cr	68,000,000 ↑ 4,000,000
Bharti Airtel Ltd (Communication Services) Equity, Since 28 Feb 21 \| BHARTIARTL	3%	₹1,551 Cr	8,700,000
SRF Ltd (Industrials) Equity, Since 31 Dec 18 \| SRF	3%	₹1,524 Cr	6,250,000

2. Mirae Asset India Equity Fund

(Erstwhile Mirae Asset India Opportunities Fund)

The investment objective of the scheme is to generate long term capital appreciation by capitalizing on potential investment opportunities through predominantly investing in equities, equity related securities.

Research Highlights for Mirae Asset India Equity Fund

Upper mid AUM (₹35,343 Cr).
Established history (18+ yrs).
Rating: 5★ (top quartile).
Risk profile: Moderately High.
5Y return: 10.07% (bottom quartile).
3Y return: 9.55% (bottom quartile).
1Y return: -4.07% (bottom quartile).
Alpha: -0.90 (upper mid).
Sharpe: -0.63 (bottom quartile).
Information ratio: -0.79 (bottom quartile).

Below is the key information for Mirae Asset India Equity Fund

Mirae Asset India Equity Fund Growth
Launch Date	4 Apr 08
NAV (12 May 26)	₹105.913 ↓ -2.10 (-1.94 %)
Net Assets (Cr)	₹35,343 on 31 Mar 26
Category	Equity - Multi Cap
AMC	Mirae Asset Global Inv (India) Pvt. Ltd
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.16
Sharpe Ratio	-0.63
Information Ratio	-0.79
Alpha Ratio	-0.9
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
30 Apr 21	₹10,000
30 Apr 22	₹11,693
30 Apr 23	₹12,150
30 Apr 24	₹15,148
30 Apr 25	₹16,549
30 Apr 26	₹16,659

Mirae Asset India Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578 Invest Now

Returns for Mirae Asset India Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 May 26

Duration	Returns
1 Month	-2.1%
3 Month	-8.6%
6 Month	-9.4%
1 Year	-4.1%
3 Year	9.6%
5 Year	10.1%
10 Year
15 Year
Since launch	13.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	10.2%
2023	12.7%
2022	18.4%
2021	1.6%
2020	27.7%
2019	13.7%
2018	12.7%
2017	-0.6%
2016	38.6%
2015	8.1%

Fund Manager information for Mirae Asset India Equity Fund

Name	Since	Tenure
Gaurav Misra	31 Jan 19	7.25 Yr.

Data below for Mirae Asset India Equity Fund as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Financial Services	31.07%
Consumer Cyclical	14%
Technology	9.89%
Consumer Defensive	8.2%
Industrials	7.87%
Basic Materials	6.59%
Energy	6.35%
Health Care	5.24%
Communication Services	5.1%
Utility	3.84%
Real Estate	1.27%

Asset Allocation

Asset Class	Value
Cash	0.57%
Equity	99.43%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 28 Feb 09 \| HDFCBANK	9%	₹3,263 Cr	44,599,793 ↑ 1,408,435
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| ICICIBANK	9%	₹3,021 Cr	25,049,335 ↑ 305,071
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 08 \| RELIANCE	6%	₹2,034 Cr	15,135,073 ↑ 750,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Aug 10 \| BHARTIARTL	5%	₹1,803 Cr	10,116,268 ↑ 395,798
Infosys Ltd (Technology) Equity, Since 31 May 08 \| INFY	5%	₹1,655 Cr	13,235,346
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 14 \| 532215	3%	₹1,222 Cr	10,520,089
State Bank of India (Financial Services) Equity, Since 31 Jul 08 \| SBIN	3%	₹1,198 Cr	12,236,391
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 12 \| LT	3%	₹1,157 Cr	3,302,918 ↓ -448,747
ITC Ltd (Consumer Defensive) Equity, Since 29 Feb 12 \| ITC	3%	₹1,024 Cr	35,604,489 ↓ -4,377,426
Tata Consultancy Services Ltd (Technology) Equity, Since 31 May 09 \| TCS	3%	₹1,021 Cr	4,330,019 ↓ -155,488

3. Motilal Oswal Multicap 35 Fund

(Erstwhile Motilal Oswal MOSt Focused Multicap 35 Fund)

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

Research Highlights for Motilal Oswal Multicap 35 Fund

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

Below is the key information for Motilal Oswal Multicap 35 Fund

Motilal Oswal Multicap 35 Fund Growth
Launch Date	28 Apr 14
NAV (12 May 26)	₹54.953 ↓ -1.50 (-2.65 %)
Net Assets (Cr)	₹11,679 on 31 Mar 26
Category	Equity - Multi Cap
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.77
Sharpe Ratio	-1.03
Information Ratio	0.51
Alpha Ratio	-8.96
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Apr 21	₹10,000
30 Apr 22	₹10,425
30 Apr 23	₹10,581
30 Apr 24	₹16,255
30 Apr 25	₹18,517
30 Apr 26	₹18,039

Motilal Oswal Multicap 35 Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684 Invest Now

Returns for Motilal Oswal Multicap 35 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 May 26

Duration	Returns
1 Month	-0.8%
3 Month	-6.9%
6 Month	-12.1%
1 Year	-8.1%
3 Year	17.9%
5 Year	12%
10 Year
15 Year
Since launch	15.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	-5.6%
2023	45.7%
2022	31%
2021	-3%
2020	15.3%
2019	10.3%
2018	7.9%
2017	-7.8%
2016	43.1%
2015	8.5%

Fund Manager information for Motilal Oswal Multicap 35 Fund

Name	Since	Tenure
Varun Sharma	21 Jan 26	0.27 Yr.
Swapnil Mayekar	18 Nov 25	0.45 Yr.
Ajay Khandelwal	1 Oct 24	1.58 Yr.
Ankit Agarwal	21 Jan 26	0.27 Yr.
Rakesh Shetty	22 Nov 22	3.44 Yr.
Atul Mehra	1 Oct 24	1.58 Yr.

Data below for Motilal Oswal Multicap 35 Fund as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Financial Services	28.84%
Industrials	18.01%
Technology	17.88%
Consumer Cyclical	16.17%
Communication Services	6.1%
Health Care	4%
Energy	2.76%

Asset Allocation

Asset Class	Value
Cash	6.24%
Equity	93.76%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 30 Sep 23 \| KALYANKJIL	7%	₹856 Cr	22,782,390
CG Power & Industrial Solutions Ltd (Industrials) Equity, Since 31 Jan 25 \| 500093	7%	₹792 Cr	12,086,645 ↓ -447,984
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Mar 26 \| BHARTIARTL	6%	₹713 Cr	4,000,000 ↑ 4,000,000
Coforge Ltd (Technology) Equity, Since 31 May 23 \| COFORGE	6%	₹675 Cr	6,056,632 ↓ -854,810
Eternal Ltd (Consumer Cyclical) Equity, Since 31 May 25 \| 543320	5%	₹640 Cr	27,969,643 ↓ -4,529,247
Persistent Systems Ltd (Technology) Equity, Since 31 Mar 23 \| PERSISTENT	5%	₹627 Cr	1,284,719 ↓ -228,122
ICICI Bank Ltd (Financial Services) Equity, Since 28 Feb 21 \| ICICIBANK	5%	₹588 Cr	4,872,470 ↓ -510,360
Waaree Energies Ltd (Technology) Equity, Since 28 Feb 26 \| 544277	4%	₹516 Cr	1,660,221 ↑ 277,997
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 26 \| HDFCBANK	3%	₹398 Cr	5,436,855 ↓ -2,056,899
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Jun 21 \| LT	3%	₹396 Cr	1,129,002 ↑ 129,002

4. BNP Paribas Multi Cap Fund

(Erstwhile BNP Paribas Dividend Yield Fund)

The investment objective of the scheme is to generate long term capital growth from an actively managed portfolio of equity and equity related securities, primarily being high dividend yield stocks. High dividend yield stocks are defined as stocks of companies that have a dividend yield in excess of 0.5%, at the time of investment. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns.

Research Highlights for BNP Paribas Multi Cap Fund

Bottom quartile AUM (₹588 Cr).
Established history (20+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 13.57% (upper mid).
3Y return: 17.28% (upper mid).
1Y return: 19.34% (top quartile).
Alpha: 0.00 (upper mid).
Sharpe: 2.86 (top quartile).
Information ratio: 0.00 (lower mid).

Below is the key information for BNP Paribas Multi Cap Fund

BNP Paribas Multi Cap Fund Growth
Launch Date	15 Sep 05
NAV (13 Mar 22)	₹73.5154 ↓ -0.01 (-0.01 %)
Net Assets (Cr)	₹588 on 31 Jan 22
Category	Equity - Multi Cap
AMC	BNP Paribas Asset Mgmt India Pvt. Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	2.44
Sharpe Ratio	2.86
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	300
Exit Load	0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Apr 21	₹10,000

BNP Paribas Multi Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 Invest Now

Returns for BNP Paribas Multi Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 May 26

Duration	Returns
1 Month	-4.4%
3 Month	-4.6%
6 Month	-2.6%
1 Year	19.3%
3 Year	17.3%
5 Year	13.6%
10 Year
15 Year
Since launch	12.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015

Fund Manager information for BNP Paribas Multi Cap Fund

Name	Since	Tenure

Data below for BNP Paribas Multi Cap Fund as on 31 Jan 22

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

5. Aditya Birla Sun Life Equity Fund

An Open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 90% equity and 10% debt and money market securities.

Research Highlights for Aditya Birla Sun Life Equity Fund

Upper mid AUM (₹23,018 Cr).
Established history (27+ yrs).
Rating: 4★ (upper mid).
Risk profile: Moderately High.
5Y return: 13.14% (lower mid).
3Y return: 16.57% (upper mid).
1Y return: 3.99% (upper mid).
Alpha: 2.66 (top quartile).
Sharpe: -0.30 (top quartile).
Information ratio: 0.92 (top quartile).

Below is the key information for Aditya Birla Sun Life Equity Fund

Aditya Birla Sun Life Equity Fund Growth
Launch Date	27 Aug 98
NAV (12 May 26)	₹1,812.79 ↓ -40.41 (-2.18 %)
Net Assets (Cr)	₹23,018 on 31 Mar 26
Category	Equity - Multi Cap
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.68
Sharpe Ratio	-0.3
Information Ratio	0.92
Alpha Ratio	2.66
Min Investment	1,000
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
30 Apr 21	₹10,000
30 Apr 22	₹11,465
30 Apr 23	₹11,744
30 Apr 24	₹16,114
30 Apr 25	₹17,819
30 Apr 26	₹19,007

Aditya Birla Sun Life Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 Invest Now

Returns for Aditya Birla Sun Life Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 May 26

Duration	Returns
1 Month	0.7%
3 Month	-3.9%
6 Month	-3.2%
1 Year	4%
3 Year	16.6%
5 Year	13.1%
10 Year
15 Year
Since launch	20.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	11.2%
2023	18.5%
2022	26%
2021	-1.1%
2020	30.3%
2019	16.1%
2018	8.5%
2017	-4.1%
2016	33.5%
2015	15.2%

Fund Manager information for Aditya Birla Sun Life Equity Fund

Name	Since	Tenure
Harish Krishnan	3 Nov 23	2.49 Yr.
Dhaval Joshi	21 Nov 22	3.44 Yr.

Data below for Aditya Birla Sun Life Equity Fund as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Financial Services	29.98%
Consumer Cyclical	14.76%
Basic Materials	11.22%
Industrials	10.94%
Health Care	8.59%
Technology	8.32%
Consumer Defensive	7.56%
Energy	4.43%
Communication Services	2.28%
Real Estate	0.54%

Asset Allocation

Asset Class	Value
Cash	1.39%
Equity	98.61%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 30 Nov 16 \| ICICIBANK	6%	₹1,497 Cr	11,849,171
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 08 \| HDFCBANK	4%	₹926 Cr	12,000,000
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 28 Feb 19 \| KOTAKBANK	3%	₹885 Cr	23,096,430
Reliance Industries Ltd (Energy) Equity, Since 31 May 19 \| RELIANCE	3%	₹816 Cr	5,706,067
Infosys Ltd (Technology) Equity, Since 30 Apr 05 \| INFY	3%	₹728 Cr	6,161,817
State Bank of India (Financial Services) Equity, Since 28 Feb 21 \| SBIN	3%	₹694 Cr	6,500,000 ↑ 200,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Nov 17 \| BHARTIARTL	2%	₹585 Cr	3,100,000
Hindalco Industries Ltd (Basic Materials) Equity, Since 31 Mar 17 \| HINDALCO	2%	₹571 Cr	5,500,000 ↓ -128,825
Bharat Forge Ltd (Consumer Cyclical) Equity, Since 30 Jun 17 \| 500493	2%	₹543 Cr	2,883,624
HCL Technologies Ltd (Technology) Equity, Since 30 Nov 11 \| HCLTECH	2%	₹492 Cr	4,103,703

6. Bandhan Focused Equity Fund

The investment objective of the scheme is to seek to generate capital appreciation and/or provide income distribution from a portfolio of predominantly equity and equity related instruments. There is no assurance or guarantee that the objectives of the scheme will be realized.

Research Highlights for Bandhan Focused Equity Fund

Bottom quartile AUM (₹1,810 Cr).
Established history (20+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 13.45% (upper mid).
3Y return: 16.05% (lower mid).
1Y return: 2.59% (upper mid).
Alpha: 0.08 (upper mid).
Sharpe: -0.48 (upper mid).
Information ratio: 0.29 (upper mid).

Below is the key information for Bandhan Focused Equity Fund

Bandhan Focused Equity Fund Growth
Launch Date	16 Mar 06
NAV (12 May 26)	₹85.864 ↓ -2.10 (-2.39 %)
Net Assets (Cr)	₹1,810 on 31 Mar 26
Category	Equity - Multi Cap
AMC	IDFC Asset Management Company Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	2.1
Sharpe Ratio	-0.48
Information Ratio	0.29
Alpha Ratio	0.08
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
30 Apr 21	₹10,000
30 Apr 22	₹11,488
30 Apr 23	₹11,733
30 Apr 24	₹16,201
30 Apr 25	₹18,138
30 Apr 26	₹19,285

Bandhan Focused Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 Invest Now

Returns for Bandhan Focused Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 May 26

Duration	Returns
1 Month	1.5%
3 Month	-2.5%
6 Month	-4.5%
1 Year	2.6%
3 Year	16%
5 Year	13.5%
10 Year
15 Year
Since launch	11.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	-1.6%
2023	30.3%
2022	31.3%
2021	-5%
2020	24.6%
2019	14.9%
2018	8.9%
2017	-12.7%
2016	54.4%
2015	1.8%

Fund Manager information for Bandhan Focused Equity Fund

Name	Since	Tenure
Manish Gunwani	2 Dec 24	1.41 Yr.
Kirthi Jain	2 Dec 24	1.41 Yr.
Ritika Behera	7 Oct 23	2.56 Yr.
Gaurav Satra	7 Jun 24	1.9 Yr.
Rahul Agarwal	2 Dec 24	1.41 Yr.

Data below for Bandhan Focused Equity Fund as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Financial Services	34.37%
Consumer Defensive	16.64%
Health Care	15.7%
Technology	6.19%
Real Estate	5.65%
Consumer Cyclical	4.85%
Energy	3.79%
Utility	2.75%
Communication Services	2.27%
Basic Materials	2.18%
Industrials	1.75%

Asset Allocation

Asset Class	Value
Cash	3.86%
Equity	96.14%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Power Finance Corp Ltd (Financial Services) Equity, Since 31 Mar 25 \| 532810	9%	₹159 Cr	4,188,959 ↑ 38,236
LT Foods Ltd (Consumer Defensive) Equity, Since 30 Jun 25 \| 532783	8%	₹143 Cr	3,935,069 ↓ -120,192
HDFC Bank Ltd (Financial Services) Equity, Since 30 Sep 19 \| HDFCBANK	6%	₹100 Cr	1,364,469 ↑ 61,741
State Bank of India (Financial Services) Equity, Since 31 Jul 25 \| SBIN	5%	₹92 Cr	937,094 ↓ -164,956
Cholamandalam Financial Holdings Ltd (Financial Services) Equity, Since 31 May 25 \| CHOLAHLDNG	5%	₹91 Cr	669,455 ↑ 188,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| ICICIBANK	5%	₹86 Cr	710,586
Jubilant Pharmova Ltd (Healthcare) Equity, Since 31 Jul 25 \| 530019	5%	₹85 Cr	1,045,101 ↑ 24,000
Glenmark Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Dec 24 \| 532296	5%	₹85 Cr	397,894
Tilaknagar Industries Ltd (Consumer Defensive) Equity, Since 31 Aug 25 \| TI	4%	₹69 Cr	1,662,932
Reliance Industries Ltd (Energy) Equity, Since 31 Aug 23 \| RELIANCE	4%	₹69 Cr	510,082 ↑ 153,234

7. SBI Magnum Multicap Fund

To provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme through an active management of investments in a diversified basket of equity stocks spanning the entire market capitalization spectrum, debt and money market instruments.

Research Highlights for SBI Magnum Multicap Fund

Upper mid AUM (₹20,626 Cr).
Established history (20+ yrs).
Rating: 4★ (lower mid).
Risk profile: Moderately High.
5Y return: 10.36% (bottom quartile).
3Y return: 10.45% (bottom quartile).
1Y return: 2.55% (lower mid).
Alpha: -1.49 (bottom quartile).
Sharpe: -0.61 (lower mid).
Information ratio: -1.04 (bottom quartile).

Below is the key information for SBI Magnum Multicap Fund

SBI Magnum Multicap Fund Growth
Launch Date	29 Sep 05
NAV (11 May 26)	₹105.651 ↓ -1.30 (-1.22 %)
Net Assets (Cr)	₹20,626 on 31 Mar 26
Category	Equity - Multi Cap
AMC	SBI Funds Management Private Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.67
Sharpe Ratio	-0.61
Information Ratio	-1.04
Alpha Ratio	-1.49
Min Investment	1,000
Min SIP Investment	500
Exit Load	0-6 Months (1%),6-12 Months (0.5%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Apr 21	₹10,000
30 Apr 22	₹11,776
30 Apr 23	₹12,260
30 Apr 24	₹15,861
30 Apr 25	₹16,546
30 Apr 26	₹16,680

SBI Magnum Multicap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578 Invest Now

Returns for SBI Magnum Multicap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 May 26

Duration	Returns
1 Month	0.4%
3 Month	-5.6%
6 Month	-5.3%
1 Year	2.6%
3 Year	10.4%
5 Year	10.4%
10 Year
15 Year
Since launch

Historical performance (Yearly) on absolute basis

Year	Returns
2024	5.5%
2023	14.2%
2022	22.8%
2021	0.7%
2020	30.8%
2019	13.6%
2018	11%
2017	-5.5%
2016	37%
2015	5.8%

Fund Manager information for SBI Magnum Multicap Fund

Name	Since	Tenure
Anup Upadhyay	1 Dec 24	1.41 Yr.

Data below for SBI Magnum Multicap Fund as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Financial Services	37.67%
Basic Materials	13.89%
Consumer Cyclical	11.37%
Industrials	9.62%
Energy	6.83%
Technology	5.84%
Health Care	4.85%
Utility	3.34%
Communication Services	0.93%
Consumer Defensive	0.57%

Asset Allocation

Asset Class	Value
Cash	4.95%
Equity	94.91%
Debt	0.14%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Axis Bank Ltd (Financial Services) Equity, Since 30 Apr 25 \| 532215	5%	₹1,105 Cr	9,517,750
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 15 \| HDFCBANK	5%	₹933 Cr	12,749,960 ↓ -2,200,000
State Bank of India (Financial Services) Equity, Since 31 Mar 26 \| SBIN	4%	₹888 Cr	9,067,425 ↑ 9,067,425
ICICI Bank Ltd (Financial Services) Equity, Since 30 Apr 17 \| ICICIBANK	4%	₹833 Cr	6,910,955 ↓ -3,033,000
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Mar 19 \| LT	4%	₹778 Cr	2,219,697 ↓ -376,337
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 28 Feb 23 \| KOTAKBANK	3%	₹708 Cr	20,037,500
Tata Steel Ltd (Basic Materials) Equity, Since 31 May 25 \| TATASTEEL	3%	₹698 Cr	36,400,000
NTPC Ltd (Utilities) Equity, Since 28 Feb 26 \| 532555	3%	₹689 Cr	18,600,000 ↑ 7,800,000
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 20 \| RELIANCE	3%	₹659 Cr	4,901,667
Eicher Motors Ltd (Consumer Cyclical) Equity, Since 31 Jan 25 \| EICHERMOT	3%	₹614 Cr	932,056 ↓ -44,944

8. JM Multicap Fund

(Erstwhile JM Multi Strategy Fund)

The investment objective of the Scheme is to provide capital appreciation by investing in equity and equity related securities using a combination of strategies.

Research Highlights for JM Multicap Fund

Bottom quartile AUM (₹4,504 Cr).
Established history (17+ yrs).
Rating: 4★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.93% (top quartile).
3Y return: 17.74% (upper mid).
1Y return: -2.66% (bottom quartile).
Alpha: -6.15 (bottom quartile).
Sharpe: -0.93 (bottom quartile).
Information ratio: 0.42 (upper mid).

Below is the key information for JM Multicap Fund

JM Multicap Fund Growth
Launch Date	23 Sep 08
NAV (12 May 26)	₹92.6216 ↓ -1.82 (-1.92 %)
Net Assets (Cr)	₹4,504 on 31 Mar 26
Category	Equity - Multi Cap
AMC	JM Financial Asset Management Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.84
Sharpe Ratio	-0.93
Information Ratio	0.42
Alpha Ratio	-6.15
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-60 Days (1%),60 Days and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Apr 21	₹10,000
30 Apr 22	₹11,944
30 Apr 23	₹13,367
30 Apr 24	₹22,068
30 Apr 25	₹22,483
30 Apr 26	₹22,247

JM Multicap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689 Invest Now

Returns for JM Multicap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 May 26

Duration	Returns
1 Month	2.5%
3 Month	-3.2%
6 Month	-5.8%
1 Year	-2.7%
3 Year	17.7%
5 Year	16.9%
10 Year
15 Year
Since launch	13.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	-6.8%
2023	33.3%
2022	40%
2021	7.8%
2020	32.9%
2019	11.4%
2018	16.6%
2017	-5.4%
2016	39.5%
2015	10.5%

Fund Manager information for JM Multicap Fund

Name	Since	Tenure
Satish Ramanathan	20 Aug 21	4.7 Yr.
Asit Bhandarkar	1 Oct 24	1.58 Yr.
Ruchi Fozdar	4 Oct 24	1.57 Yr.
Deepak Gupta	11 Apr 25	1.05 Yr.

Data below for JM Multicap Fund as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Financial Services	27.77%
Consumer Cyclical	16.82%
Technology	9.78%
Industrials	8.56%
Health Care	8.44%
Basic Materials	8.17%
Energy	7.41%
Consumer Defensive	4.66%
Utility	3.67%
Communication Services	2.74%

Asset Allocation

Asset Class	Value
Cash	1.97%
Equity	98.01%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Nov 23 \| HDFCBANK	4%	₹171 Cr	2,332,760 ↑ 225,000
ICICI Bank Ltd (Financial Services) Equity, Since 30 Nov 21 \| ICICIBANK	4%	₹171 Cr	1,415,062
Reliance Industries Ltd (Energy) Equity, Since 30 Nov 25 \| RELIANCE	4%	₹161 Cr	1,200,000 ↑ 200,000
Dr Reddy's Laboratories Ltd (Healthcare) Equity, Since 31 Oct 25 \| DRREDDY	3%	₹150 Cr	1,196,532
Godfrey Phillips India Ltd (Consumer Defensive) Equity, Since 28 Feb 25 \| GODFRYPHLP	3%	₹129 Cr	690,000 ↓ -10,000
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Mar 24 \| BHARTIARTL	3%	₹123 Cr	692,200
State Bank of India (Financial Services) Equity, Since 30 Nov 20 \| SBIN	3%	₹118 Cr	1,202,196 ↓ -300,000
NTPC Ltd (Utilities) Equity, Since 31 Jan 26 \| 532555	3%	₹113 Cr	3,054,299 ↑ 854,299
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Nov 10 \| LT	2%	₹109 Cr	310,668 ↓ -50,000
Apollo Hospitals Enterprise Ltd (Healthcare) Equity, Since 28 Feb 25 \| APOLLOHOSP	2%	₹105 Cr	141,828

9. ICICI Prudential Multicap Fund

To generate capital appreciation through investments in equity and equity related securities in core sectors and associated feeder industries.

Research Highlights for ICICI Prudential Multicap Fund

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

Below is the key information for ICICI Prudential Multicap Fund

ICICI Prudential Multicap Fund Growth
Launch Date	1 Oct 94
NAV (12 May 26)	₹814.2 ↓ -18.42 (-2.21 %)
Net Assets (Cr)	₹14,681 on 31 Mar 26
Category	Equity - Multi Cap
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.75
Sharpe Ratio	-0.52
Information Ratio	0.23
Alpha Ratio	-1.27
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-18 Months (1%),18 Months and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Apr 21	₹10,000
30 Apr 22	₹12,191
30 Apr 23	₹13,030
30 Apr 24	₹19,471
30 Apr 25	₹21,090
30 Apr 26	₹22,722

ICICI Prudential Multicap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 Invest Now

Returns for ICICI Prudential Multicap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 May 26

Duration	Returns
1 Month	3.3%
3 Month	-0.2%
6 Month	0.6%
1 Year	6.2%
3 Year	19.2%
5 Year	17.3%
10 Year
15 Year
Since launch	14.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	5.7%
2023	20.7%
2022	35.4%
2021	4.7%
2020	36.4%
2019	9.2%
2018	6%
2017	0.2%
2016	28%
2015	10.1%

Fund Manager information for ICICI Prudential Multicap Fund

Name	Since	Tenure
Lalit Kumar	29 Sep 25	0.59 Yr.
Sharmila D’mello	31 Jul 22	3.75 Yr.

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

Equity Sector Allocation

Sector	Value
Basic Materials	28.3%
Industrials	21.43%
Consumer Cyclical	15.82%
Financial Services	15.43%
Communication Services	5.06%
Health Care	3.99%
Real Estate	3.79%
Energy	1.92%
Technology	1.72%
Consumer Defensive	0.7%
Utility	0%

Asset Allocation

Asset Class	Value
Cash	1.84%
Equity	98.16%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Vedanta Ltd (Basic Materials) Equity, Since 31 Aug 25 \| 500295	5%	₹743 Cr	11,352,245
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 18 \| BHARTIARTL	3%	₹483 Cr	2,712,297 ↓ -437,067
UltraTech Cement Ltd (Basic Materials) Equity, Since 31 Aug 25 \| 532538	3%	₹449 Cr	418,008 ↑ 50,000
Jindal Steel Ltd (Basic Materials) Equity, Since 31 Aug 25 \| 532286	3%	₹423 Cr	3,800,436
BSE Ltd (Financial Services) Equity, Since 31 Aug 25 \| BSE	3%	₹414 Cr	1,543,998
InterGlobe Aviation Ltd (Industrials) Equity, Since 31 Aug 25 \| INDIGO	2%	₹321 Cr	813,428 ↑ 100,687
ABB India Ltd (Industrials) Equity, Since 31 Aug 25 \| ABB	2%	₹288 Cr	484,711
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 30 Sep 25 \| MCX	2%	₹288 Cr	1,204,496
Bharat Forge Ltd (Consumer Cyclical) Equity, Since 31 Jul 23 \| 500493	2%	₹264 Cr	1,575,011
Samvardhana Motherson International Ltd (Consumer Cyclical) Equity, Since 31 Aug 25 \| MOTHERSON	2%	₹262 Cr	24,891,842

10. Parag Parikh Long Term Equity Fund

(Erstwhile Parag Parikh Long Term Value Fund)

The investment objective of the scheme is to seek to generate long-term capital growth from an actively managed portfolio primarily of equity and equity related securities.

Research Highlights for Parag Parikh Long Term Equity Fund

Highest AUM (₹128,966 Cr).
Established history (12+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 15.51% (upper mid).
3Y return: 16.20% (lower mid).
1Y return: 3.90% (upper mid).
Alpha: -1.42 (lower mid).
Sharpe: -0.62 (lower mid).
Information ratio: 0.49 (upper mid).

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

Parag Parikh Long Term Equity Fund Growth
Launch Date	24 May 13
NAV (11 May 26)	₹82.9166 ↓ -0.64 (-0.76 %)
Net Assets (Cr)	₹128,966 on 31 Mar 26
Category	Equity - Multi Cap
AMC	PPFAS Asset Management Pvt. Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.33
Sharpe Ratio	-0.62
Information Ratio	0.49
Alpha Ratio	-1.42
Min Investment	1,000
Min SIP Investment	1,000
Exit Load	0-365 Days (2%),365-730 Days (1%),730 Days and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Apr 21	₹10,000
30 Apr 22	₹11,960
30 Apr 23	₹13,079
30 Apr 24	₹17,840
30 Apr 25	₹20,121
30 Apr 26	₹20,880

Parag Parikh Long Term Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579 Invest Now

Returns for Parag Parikh Long Term Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 12 May 26

Duration	Returns
1 Month	0.4%
3 Month	-3.3%
6 Month	-3.9%
1 Year	3.9%
3 Year	16.2%
5 Year	15.5%
10 Year
15 Year
Since launch	17.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	7.8%
2023	23.9%
2022	36.6%
2021	-7.2%
2020	45.5%
2019	32.3%
2018	14.4%
2017	-0.4%
2016	29.4%
2015	3.3%

Fund Manager information for Parag Parikh Long Term Equity Fund

Name	Since	Tenure
Raj Mehta	27 Jan 16	10.27 Yr.
Rajeev Thakkar	24 May 13	12.95 Yr.
Raunak Onkar	24 May 13	12.95 Yr.
Rukun Tarachandani	16 May 22	3.96 Yr.
Tejas Soman	1 Sep 25	0.66 Yr.
Mansi Kariya	22 Dec 23	2.36 Yr.
Aishwarya Dhar	1 Sep 25	0.66 Yr.

Data below for Parag Parikh Long Term Equity Fund as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Financial Services	25.2%
Technology	9.98%
Communication Services	9.43%
Consumer Cyclical	8.85%
Utility	7.17%
Energy	6.32%
Consumer Defensive	5.73%
Health Care	4.2%
Real Estate	3.72%
Basic Materials	0.47%
Industrials	0.4%

Asset Allocation

Asset Class	Value
Cash	17.2%
Equity	81.06%
Debt	1.74%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 23 \| HDFCBANK	8%	₹10,260 Cr	140,247,203 ↑ 23,331,627
Power Grid Corp Of India Ltd (Utilities) Equity, Since 30 Sep 21 \| 532898	7%	₹9,240 Cr	312,063,864 ↑ 950,000
Coal India Ltd (Energy) Equity, Since 31 May 22 \| COALINDIA	6%	₹7,875 Cr	174,817,417 ↑ 13,393,656
ICICI Bank Ltd (Financial Services) Equity, Since 31 May 14 \| ICICIBANK	5%	₹6,493 Cr	53,846,183 ↑ 4,520,949
ITC Ltd (Consumer Defensive) Equity, Since 31 Mar 20 \| ITC	5%	₹6,447 Cr	224,093,958 ↑ 8,500,000
Bajaj Holdings and Investment Ltd (Financial Services) Equity, Since 31 Oct 16 \| BAJAJHLDNG	4%	₹5,271 Cr	6,026,828
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 30 Nov 23 \| KOTAKBANK	4%	₹5,181 Cr	146,607,960 ↑ 23,500,000
Alphabet Inc Class A (Communication Services) Equity, Since 31 May 21 \| GOOGL	4%	₹5,151 Cr	1,889,757
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 Mar 24 \| M&M	3%	₹4,327 Cr	14,645,626 ↑ 670,901
HCL Technologies Ltd (Technology) Equity, Since 31 Jan 21 \| HCLTECH	3%	₹4,007 Cr	29,868,916 ↑ 2,097,255

Disclaimer:
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.