+91-22-48913909म्युच्युअल फंडात एकरकमी गुंतवणूक
तुम्हाला माहीत आहे का की तुम्ही एकरकमी रक्कम गुंतवू शकताम्युच्युअल फंड? जर होय, तर ते चांगले आहे. तथापि, जर नाही, तर काळजी करू नका. हा लेख तुम्हाला त्याच माध्यमातून मार्गदर्शन करेल. म्युच्युअल फंडातील एकरकमी गुंतवणूक म्हणजे अशी परिस्थिती जेव्हा एखादी व्यक्ती म्युच्युअल फंडात पैसे गुंतवते. येथे, ठेव अनेक वेळा होत नाही. मध्ये खूप फरक आहेSIP आणि गुंतवणुकीची एकरकमी पद्धत. तर, म्युच्युअल फंडातील एकरकमी गुंतवणूक ही संकल्पना समजून घेऊया,सर्वोत्तम म्युच्युअल फंड एकरकमी गुंतवणुकीसाठी, एकरकमी गुंतवणूक करताना विचारात घ्यायच्या गोष्टी, म्युच्युअल फंड एकरकमी परतावा कॅल्क्युलेटर आणि इतर संबंधित बाबी या लेखाद्वारे.
म्युच्युअल फंडातील एकरकमी गुंतवणूक म्हणजे काय?
म्युच्युअल फंडात एकरकमी गुंतवणूक ही एक अशी परिस्थिती आहे जिथे व्यक्तीम्युच्युअल फंडात गुंतवणूक करा फक्त एकदाच. तथापि, गुंतवणुकीच्या एसआयपी पद्धतीच्या विरूद्ध जेथे व्यक्ती एकरकमी मोडमध्ये लहान रक्कम जमा करतात, व्यक्ती लक्षणीय रक्कम जमा करतात. दुसऱ्या शब्दांत, ते एक-शॉट तंत्र आहेगुंतवणूक म्युच्युअल फंड मध्ये. एकरकमी गुंतवणुकीची पद्धत ज्या गुंतवणूकदारांकडे जास्त निधी आहे त्यांच्यासाठी योग्य आहेबँक खाते आणि अधिक कमाई करण्यासाठी चॅनेल शोधत आहातउत्पन्न म्युच्युअल फंडात गुंतवणूक करून.
2022 - 2023 मध्ये एकरकमी गुंतवणुकीसाठी सर्वोत्तम म्युच्युअल फंड
तुम्ही एकरकमी पद्धतीने म्युच्युअल फंडामध्ये गुंतवणूक करण्यापूर्वी, व्यक्तींनी विविध पॅरामीटर्स जसे की AUM, गुंतवणूक रक्कम आणि बरेच काही विचारात घेणे आवश्यक आहे. तर, या पॅरामीटर्सच्या आधारे एकरकमी गुंतवणुकीसाठी काही सर्वोत्तम म्युच्युअल फंड खालीलप्रमाणे आहेत.
इक्विटी म्युच्युअल फंडातील सर्वोत्तम एकरकमी गुंतवणूक
इक्विटी फंड अशा योजना आहेत ज्या विविध कंपन्यांच्या इक्विटी आणि इक्विटी-संबंधित साधनांमध्ये त्यांचे कॉर्पस गुंतवतात. या योजना दीर्घकालीन गुंतवणुकीसाठी चांगला पर्याय मानल्या जातात. जरी व्यक्ती इक्विटी फंडांमध्ये एकरकमी रक्कम गुंतवू शकतात तरीही इक्विटी फंडांमध्ये गुंतवणूक करण्याचे शिफारस केलेले तंत्र एकतर एसआयपीद्वारे किंवापद्धतशीर हस्तांतरण योजना (STP) मोड. एसटीपी मोडमध्ये, व्यक्ती प्रथम मोठ्या प्रमाणात पैसे जमा करतातकर्ज निधी जसेलिक्विड फंड आणि नंतर पैसे इक्विटी फंडांमध्ये नियमित अंतराने हस्तांतरित केले जातात. गुंतवणुकीसाठी विचारात घेतलेले काही इक्विटी म्युच्युअल फंड खालीलप्रमाणे आहेत.
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) ICICI Prudential Infrastructure Fund Growth ₹205.52
↑ 3.01 ₹8,550 5,000 2.6 4.8 7.4 19.7 22.9 6.7 SBI PSU Fund Growth ₹34.5951
↑ 0.27 ₹6,684 5,000 -3.6 -0.9 11.9 23.8 22.7 11.3 LIC MF Infrastructure Fund Growth ₹55.1872
↑ 0.62 ₹1,137 5,000 6.5 12.2 12.1 24.7 22.2 -3.7 Nippon India Power and Infra Fund Growth ₹385.028
↑ 3.94 ₹8,043 5,000 1.6 12.7 13.8 21 21.8 -0.5 Motilal Oswal Midcap 30 Fund Growth ₹101.818
↑ 1.57 ₹37,474 5,000 11.9 7.4 0.4 20.1 21.7 -12.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Aug 26 Research Highlights & Commentary of 5 Funds showcased
Commentary ICICI Prudential Infrastructure Fund SBI PSU Fund LIC MF Infrastructure Fund Nippon India Power and Infra Fund Motilal Oswal Midcap 30 Fund Point 1 Upper mid AUM (₹8,550 Cr). Bottom quartile AUM (₹6,684 Cr). Bottom quartile AUM (₹1,137 Cr). Lower mid AUM (₹8,043 Cr). Highest AUM (₹37,474 Cr). Point 2 Established history (20+ yrs). Established history (16+ yrs). Established history (18+ yrs). Oldest track record among peers (22 yrs). Established history (12+ yrs). Point 3 Rating: 3★ (upper mid). Rating: 2★ (bottom quartile). Not Rated. Top rated. Rating: 3★ (lower mid). Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: Moderately High. Point 5 5Y return: 22.92% (top quartile). 5Y return: 22.71% (upper mid). 5Y return: 22.18% (lower mid). 5Y return: 21.83% (bottom quartile). 5Y return: 21.71% (bottom quartile). Point 6 3Y return: 19.68% (bottom quartile). 3Y return: 23.75% (upper mid). 3Y return: 24.68% (top quartile). 3Y return: 21.05% (lower mid). 3Y return: 20.13% (bottom quartile). Point 7 1Y return: 7.43% (bottom quartile). 1Y return: 11.93% (lower mid). 1Y return: 12.08% (upper mid). 1Y return: 13.77% (top quartile). 1Y return: 0.39% (bottom quartile). Point 8 Alpha: 0.00 (lower mid). Alpha: -0.30 (bottom quartile). Alpha: 8.41 (upper mid). Alpha: 8.81 (top quartile). Alpha: -14.72 (bottom quartile). Point 9 Sharpe: -0.07 (bottom quartile). Sharpe: 0.12 (lower mid). Sharpe: 0.22 (upper mid). Sharpe: 0.24 (top quartile). Sharpe: -0.71 (bottom quartile). Point 10 Information ratio: 0.00 (lower mid). Information ratio: -0.11 (bottom quartile). Information ratio: 0.58 (top quartile). Information ratio: 0.56 (upper mid). Information ratio: -0.25 (bottom quartile). ICICI Prudential Infrastructure Fund
SBI PSU Fund
LIC MF Infrastructure Fund
Nippon India Power and Infra Fund
Motilal Oswal Midcap 30 Fund
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डेट म्युच्युअल फंडात सर्वोत्तम एकरकमी गुंतवणूक
डेट फंड त्यांच्या फंडाचे पैसे वेगवेगळ्या ठिकाणी गुंतवतातनिश्चित उत्पन्न ट्रेझरी बिले, कॉर्पोरेट सारखी साधनेबंध, आणि बरेच काही. या योजना अल्प आणि मध्यम मुदतीसाठी चांगला पर्याय मानल्या जातात. अनेक व्यक्ती डेट म्युच्युअल फंडामध्ये एकरकमी पैसे गुंतवण्याचा पर्याय निवडतात. काहीसर्वोत्तम कर्ज निधी जे एकरकमी गुंतवणुकीसाठी निवडले जाऊ शकतात ते खालीलप्रमाणे आहेत.
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 2025 (%) Debt Yield (YTM) Mod. Duration Eff. Maturity DSP Credit Risk Fund Growth ₹54.9947
↑ 0.04 ₹275 1,000 2.9 8.7 10.2 16 21 7.73% 2Y 1M 28D 2Y 10M 17D Aditya Birla Sun Life Credit Risk Fund Growth ₹25.2767
↑ 0.02 ₹1,461 1,000 2.8 4.6 11.9 12.2 13.4 7.98% 2Y 29D 2Y 9M 4D Franklin India Credit Risk Fund Growth ₹25.3348
↑ 0.04 ₹104 5,000 2.9 5 7.5 11 0% Aditya Birla Sun Life Medium Term Plan Growth ₹43.664
↑ 0.03 ₹3,213 1,000 2.8 3.9 8.4 9.9 10.9 8.05% 3Y 1M 20D 4Y 7M 24D Franklin India Ultra Short Bond Fund - Super Institutional Plan Growth ₹34.9131
↑ 0.04 ₹297 10,000 1.3 5.9 13.7 8.8 0% 1Y 15D Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Aug 26 Research Highlights & Commentary of 5 Funds showcased
Commentary DSP Credit Risk Fund Aditya Birla Sun Life Credit Risk Fund Franklin India Credit Risk Fund Aditya Birla Sun Life Medium Term Plan Franklin India Ultra Short Bond Fund - Super Institutional Plan Point 1 Bottom quartile AUM (₹275 Cr). Upper mid AUM (₹1,461 Cr). Bottom quartile AUM (₹104 Cr). Highest AUM (₹3,213 Cr). Lower mid AUM (₹297 Cr). Point 2 Oldest track record among peers (23 yrs). Established history (11+ yrs). Established history (14+ yrs). Established history (17+ yrs). Established history (18+ yrs). Point 3 Top rated. Not Rated. Rating: 1★ (lower mid). Rating: 4★ (upper mid). Rating: 1★ (bottom quartile). Point 4 Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderate. Point 5 1Y return: 10.19% (lower mid). 1Y return: 11.92% (upper mid). 1Y return: 7.45% (bottom quartile). 1Y return: 8.44% (bottom quartile). 1Y return: 13.69% (top quartile). Point 6 1M return: 0.26% (bottom quartile). 1M return: 0.29% (lower mid). 1M return: 0.91% (top quartile). 1M return: 0.15% (bottom quartile). 1M return: 0.59% (upper mid). Point 7 Sharpe: 0.76 (bottom quartile). Sharpe: 1.95 (upper mid). Sharpe: 0.29 (bottom quartile). Sharpe: 1.29 (lower mid). Sharpe: 2.57 (top quartile). Point 8 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Point 9 Yield to maturity (debt): 7.73% (lower mid). Yield to maturity (debt): 7.98% (upper mid). Yield to maturity (debt): 0.00% (bottom quartile). Yield to maturity (debt): 8.05% (top quartile). Yield to maturity (debt): 0.00% (bottom quartile). Point 10 Modified duration: 2.16 yrs (bottom quartile). Modified duration: 2.08 yrs (lower mid). Modified duration: 0.00 yrs (top quartile). Modified duration: 3.14 yrs (bottom quartile). Modified duration: 0.00 yrs (upper mid). DSP Credit Risk Fund
Aditya Birla Sun Life Credit Risk Fund
Franklin India Credit Risk Fund
Aditya Birla Sun Life Medium Term Plan
Franklin India Ultra Short Bond Fund - Super Institutional Plan
एकरकमी गुंतवणुकीसाठी सर्वोत्तम हायब्रिड फंड
हायब्रीड फंड म्हणूनही ओळखले जातेसंतुलित निधी त्यांचे पैसे इक्विटी आणि निश्चित उत्पन्न साधनांमध्ये गुंतवा. या योजना शोधत असलेल्या व्यक्तींसाठी योग्य आहेतभांडवल नियमित उत्पन्नासह निर्मिती. संतुलित योजना म्हणूनही ओळखल्या जाणार्या, व्यक्ती संकरित योजनांमध्ये एकरकमी रक्कम गुंतवणे निवडू शकतात. एकरकमी गुंतवणुकीसाठी काही सर्वोत्कृष्ट हायब्रिड फंड खाली सूचीबद्ध आहेत.
Fund NAV Net Assets (Cr) Min Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) BOI AXA Mid and Small Cap Equity and Debt Fund Growth ₹42.29
↑ 0.45 ₹1,695 5,000 5.7 11.3 12.4 17.4 13.7 -0.9 UTI Multi Asset Fund Growth ₹79.9342
↑ 0.86 ₹6,890 5,000 3.5 0.5 9 16.1 13.4 11.1 Sundaram Equity Hybrid Fund Growth ₹135.137
↑ 0.78 ₹1,954 5,000 0.5 10.5 27.1 16 14.2 ICICI Prudential Equity and Debt Fund Growth ₹413.12
↑ 4.79 ₹51,481 5,000 3.3 1.2 6.7 15.1 16 13.3 SBI Multi Asset Allocation Fund Growth ₹66.6766
↑ 0.16 ₹19,354 5,000 1.1 -0.3 12.4 15.1 13.1 18.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Aug 26 Research Highlights & Commentary of 5 Funds showcased
Commentary BOI AXA Mid and Small Cap Equity and Debt Fund UTI Multi Asset Fund Sundaram Equity Hybrid Fund ICICI Prudential Equity and Debt Fund SBI Multi Asset Allocation Fund Point 1 Bottom quartile AUM (₹1,695 Cr). Lower mid AUM (₹6,890 Cr). Bottom quartile AUM (₹1,954 Cr). Highest AUM (₹51,481 Cr). Upper mid AUM (₹19,354 Cr). Point 2 Established history (10+ yrs). Established history (17+ yrs). Oldest track record among peers (26 yrs). Established history (26+ yrs). Established history (20+ yrs). Point 3 Not Rated. Rating: 1★ (bottom quartile). Rating: 2★ (lower mid). Top rated. Rating: 4★ (upper mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderate. Point 5 5Y return: 13.72% (lower mid). 5Y return: 13.36% (bottom quartile). 5Y return: 14.20% (upper mid). 5Y return: 15.99% (top quartile). 5Y return: 13.12% (bottom quartile). Point 6 3Y return: 17.36% (top quartile). 3Y return: 16.11% (upper mid). 3Y return: 16.03% (lower mid). 3Y return: 15.11% (bottom quartile). 3Y return: 15.08% (bottom quartile). Point 7 1Y return: 12.41% (upper mid). 1Y return: 9.00% (bottom quartile). 1Y return: 27.10% (top quartile). 1Y return: 6.68% (bottom quartile). 1Y return: 12.37% (lower mid). Point 8 1M return: 1.37% (lower mid). 1M return: 1.61% (upper mid). 1M return: 1.80% (top quartile). 1M return: 1.33% (bottom quartile). 1M return: 0.50% (bottom quartile). Point 9 Alpha: 0.00 (lower mid). Alpha: 0.00 (bottom quartile). Alpha: 5.81 (top quartile). Alpha: 2.04 (upper mid). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: 0.17 (lower mid). Sharpe: -0.11 (bottom quartile). Sharpe: 2.64 (top quartile). Sharpe: -0.22 (bottom quartile). Sharpe: 0.53 (upper mid). BOI AXA Mid and Small Cap Equity and Debt Fund
UTI Multi Asset Fund
Sundaram Equity Hybrid Fund
ICICI Prudential Equity and Debt Fund
SBI Multi Asset Allocation Fund
एकरकमी गुंतवणुकीसाठी सर्वोत्तम इंडेक्स फंड
इंडेक्स फंडाच्या पोर्टफोलिओमध्ये शेअर्स आणि इतर साधने निर्देशांकात असतात त्याच प्रमाणात असतात. दुसऱ्या शब्दांत, या योजना निर्देशांकाच्या कामगिरीची नक्कल करतात. हे निष्क्रीयपणे व्यवस्थापित केलेले फंड आहेत आणि एकरकमी गुंतवणुकीसाठी एक चांगला पर्याय मानला जाऊ शकतो. काही उत्तमइंडेक्स फंड जे एकरकमी गुंतवणुकीसाठी निवडले जाऊ शकतात ते खालीलप्रमाणे आहेत.
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Nippon India Index Fund - Sensex Plan Growth ₹40.2616
↑ 0.31 ₹918 2.9 -5.6 -1.8 7.1 8.5 9.8 LIC MF Index Fund Sensex Growth ₹147.336
↑ 1.14 ₹90 2.7 -5.7 -2.3 6.5 8 9.1 Franklin India Index Fund Nifty Plan Growth ₹200.995
↑ 3.29 ₹723 3.8 -3.2 1.5 9.2 9.5 11.3 IDBI Nifty Index Fund Growth ₹36.2111
↓ -0.02 ₹208 9.1 11.9 16.2 20.3 11.7 Nippon India Index Fund - Nifty Plan Growth ₹42.3315
↑ 0.70 ₹3,792 3.9 -3.1 1.6 9.3 9.5 11.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 3 Aug 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Nippon India Index Fund - Sensex Plan LIC MF Index Fund Sensex Franklin India Index Fund Nifty Plan IDBI Nifty Index Fund Nippon India Index Fund - Nifty Plan Point 1 Upper mid AUM (₹918 Cr). Bottom quartile AUM (₹90 Cr). Lower mid AUM (₹723 Cr). Bottom quartile AUM (₹208 Cr). Highest AUM (₹3,792 Cr). Point 2 Established history (15+ yrs). Established history (23+ yrs). Oldest track record among peers (26 yrs). Established history (16+ yrs). Established history (15+ yrs). Point 3 Top rated. Rating: 1★ (upper mid). Rating: 1★ (lower mid). Rating: 1★ (bottom quartile). Rating: 1★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 8.54% (bottom quartile). 5Y return: 8.04% (bottom quartile). 5Y return: 9.52% (upper mid). 5Y return: 11.74% (top quartile). 5Y return: 9.50% (lower mid). Point 6 3Y return: 7.13% (bottom quartile). 3Y return: 6.53% (bottom quartile). 3Y return: 9.21% (lower mid). 3Y return: 20.28% (top quartile). 3Y return: 9.25% (upper mid). Point 7 1Y return: -1.82% (bottom quartile). 1Y return: -2.34% (bottom quartile). 1Y return: 1.47% (lower mid). 1Y return: 16.16% (top quartile). 1Y return: 1.59% (upper mid). Point 8 1M return: 1.30% (bottom quartile). 1M return: 1.24% (bottom quartile). 1M return: 2.24% (lower mid). 1M return: 3.68% (top quartile). 1M return: 2.27% (upper mid). Point 9 Alpha: -0.53 (upper mid). Alpha: -1.14 (bottom quartile). Alpha: -0.58 (lower mid). Alpha: -1.03 (bottom quartile). Alpha: -0.46 (top quartile). Point 10 Sharpe: -0.78 (bottom quartile). Sharpe: -0.81 (bottom quartile). Sharpe: -0.65 (lower mid). Sharpe: 1.04 (top quartile). Sharpe: -0.65 (upper mid). Nippon India Index Fund - Sensex Plan
LIC MF Index Fund Sensex
Franklin India Index Fund Nifty Plan
IDBI Nifty Index Fund
Nippon India Index Fund - Nifty Plan
मागील 1 महिन्यावर आधारित सर्वोत्तम म्युच्युअल फंड
(Erstwhile SBI IT Fund) To provide the investors maximum growth opportunity through equity
investments in stocks of growth oriented sectors of the economy. Below is the key information for SBI Technology Opportunities Fund Returns up to 1 year are on (Erstwhile Aditya Birla Sun Life New Millennium Fund) A multi-sector open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 100% equity, focusing on investing in technology and technology dependent companies, hardware, peripherals and components, software, telecom, media, internet and e-commerce and other technology enabled companies. The secondary objective is income generation and distribution of dividend. Research Highlights for Aditya Birla Sun Life Digital India Fund Below is the key information for Aditya Birla Sun Life Digital India Fund Returns up to 1 year are on To generate long-term capital appreciation for you from a portfolio made up predominantly of equity and equity-related securities of technology intensive companies. Research Highlights for ICICI Prudential Technology Fund Below is the key information for ICICI Prudential Technology Fund Returns up to 1 year are on The investment objective of the scheme is to seek long term capital appreciation by investing atleast 80% of its net assets in equity/equity related instruments of the companies in Information Technology Sector in India.However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved.The Scheme does not assure or guarantee any returns. Research Highlights for TATA Digital India Fund Below is the key information for TATA Digital India Fund Returns up to 1 year are on To provide long-term capital appreciation by predominantly investing in equity and equity related securities of technology and technology related companies. Research Highlights for Franklin India Technology Fund Below is the key information for Franklin India Technology Fund Returns up to 1 year are on 1. SBI Technology Opportunities Fund
SBI Technology Opportunities Fund
Growth Launch Date 9 Jan 13 NAV (31 Jul 26) ₹202.657 ↓ -1.00 (-0.49 %) Net Assets (Cr) ₹4,018 on 30 Jun 26 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆ Risk High Expense Ratio 1.91 Sharpe Ratio -1.34 Information Ratio 0.53 Alpha Ratio 1.96 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 Jul 21 ₹10,000 31 Jul 22 ₹9,887 31 Jul 23 ₹11,042 31 Jul 24 ₹15,172 31 Jul 25 ₹15,542 31 Jul 26 ₹14,830 Returns for SBI Technology Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Jul 26 Duration Returns 1 Month 14.3% 3 Month 8.7% 6 Month -8.3% 1 Year -4.6% 3 Year 10.3% 5 Year 8.2% 10 Year 15 Year Since launch 17.4% Historical performance (Yearly) on absolute basis
Year Returns 2025 1.5% 2024 30.1% 2023 24.8% 2022 -15.5% 2021 66.4% 2020 47.3% 2019 12.2% 2018 17.1% 2017 13% 2016 -3.3% Fund Manager information for SBI Technology Opportunities Fund
Name Since Tenure Vivek Gedda 1 Apr 24 2.33 Yr. Data below for SBI Technology Opportunities Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Technology 56.16% Communication Services 25.3% Consumer Cyclical 12.06% Financial Services 2.47% Health Care 1.17% Asset Allocation
Asset Class Value Cash 2.77% Equity 97.16% Debt 0.07% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL18% ₹741 Cr 4,000,000
↑ 1,000,000 Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY11% ₹440 Cr 4,395,176 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 06 | TCS7% ₹288 Cr 1,420,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | ETERNAL7% ₹280 Cr 10,600,000 Amagi Media Labs Ltd (Technology)
Equity, Since 31 Jan 26 | AMAGI4% ₹179 Cr 3,199,927 LTM Ltd (Technology)
Equity, Since 31 Oct 24 | LTM4% ₹177 Cr 500,000 Coforge Ltd (Technology)
Equity, Since 31 Aug 23 | COFORGE4% ₹176 Cr 1,200,000 Alphabet Inc Class A (Communication Services)
Equity, Since 31 Dec 23 | GOOGL4% ₹169 Cr 50,000
↓ -6,000 Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 23 | FSL3% ₹137 Cr 6,000,000
↓ -1,500,923 Microsoft Corp (Technology)
Equity, Since 31 Aug 20 | MSFT3% ₹134 Cr 38,000 2. Aditya Birla Sun Life Digital India Fund
Aditya Birla Sun Life Digital India Fund
Growth Launch Date 15 Jan 00 NAV (31 Jul 26) ₹157.24 ↓ -1.42 (-0.90 %) Net Assets (Cr) ₹3,589 on 30 Jun 26 Category Equity - Sectoral AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆ Risk High Expense Ratio 1.88 Sharpe Ratio -1.27 Information Ratio -0.12 Alpha Ratio 3.86 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 31 Jul 21 ₹10,000 31 Jul 22 ₹9,628 31 Jul 23 ₹10,858 31 Jul 24 ₹15,010 31 Jul 25 ₹13,808 31 Jul 26 ₹13,047 Returns for Aditya Birla Sun Life Digital India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Jul 26 Duration Returns 1 Month 13.6% 3 Month 9.5% 6 Month -9.1% 1 Year -5.5% 3 Year 6.3% 5 Year 5.5% 10 Year 15 Year Since launch 10.9% Historical performance (Yearly) on absolute basis
Year Returns 2025 -5.2% 2024 18.1% 2023 35.8% 2022 -21.6% 2021 70.5% 2020 59% 2019 9.6% 2018 15.6% 2017 22.4% 2016 -3.5% Fund Manager information for Aditya Birla Sun Life Digital India Fund
Name Since Tenure Kunal Sangoi 16 Jan 14 12.55 Yr. Data below for Aditya Birla Sun Life Digital India Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Technology 61.01% Consumer Cyclical 12% Communication Services 11.05% Industrials 5.97% Financial Services 3.26% Consumer Defensive 1.09% Asset Allocation
Asset Class Value Cash 1.53% Equity 94.89% Other 3.59% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY14% ₹497 Cr 4,967,365 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 19 | BHARTIARTL10% ₹350 Cr 1,888,549
↓ -51,420 Tech Mahindra Ltd (Technology)
Equity, Since 31 May 13 | 5327558% ₹279 Cr 1,986,223
↓ -125,772 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | ETERNAL7% ₹254 Cr 9,604,831 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 05 | TCS6% ₹231 Cr 1,136,378
↓ -72,437 Coforge Ltd (Technology)
Equity, Since 30 Jun 20 | COFORGE5% ₹190 Cr 1,296,695 LTM Ltd (Technology)
Equity, Since 31 Mar 21 | LTM4% ₹154 Cr 434,328 Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 13 | PERSISTENT4% ₹135 Cr 311,131 Bmo Global Innovators Fund Series - I
- | -4% ₹129 Cr 588,130
↑ 205 Swiggy Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | SWIGGY4% ₹127 Cr 5,292,110
↑ 172,308 3. ICICI Prudential Technology Fund
ICICI Prudential Technology Fund
Growth Launch Date 3 Mar 00 NAV (31 Jul 26) ₹182.35 ↓ -0.90 (-0.49 %) Net Assets (Cr) ₹12,547 on 30 Jun 26 Category Equity - Sectoral AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk High Expense Ratio 1.75 Sharpe Ratio -1.35 Information Ratio 0.5 Alpha Ratio 2.29 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 Jul 21 ₹10,000 31 Jul 22 ₹9,577 31 Jul 23 ₹10,271 31 Jul 24 ₹14,535 31 Jul 25 ₹13,983 31 Jul 26 ₹13,041 Returns for ICICI Prudential Technology Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Jul 26 Duration Returns 1 Month 12.5% 3 Month 7.3% 6 Month -10.6% 1 Year -6.7% 3 Year 8.3% 5 Year 5.5% 10 Year 15 Year Since launch 11.6% Historical performance (Yearly) on absolute basis
Year Returns 2025 -1.9% 2024 25.4% 2023 27.5% 2022 -23.2% 2021 75.7% 2020 70.6% 2019 2.3% 2018 19.1% 2017 19.8% 2016 -4% Fund Manager information for ICICI Prudential Technology Fund
Name Since Tenure Vaibhav Dusad 2 May 20 6.25 Yr. Sharmila D’mello 30 Jun 22 4.09 Yr. Data below for ICICI Prudential Technology Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Technology 59.06% Communication Services 19.21% Consumer Cyclical 5.65% Health Care 3.71% Industrials 3.43% Financial Services 2.51% Real Estate 1.17% Consumer Defensive 0.77% Asset Allocation
Asset Class Value Cash 1.22% Equity 98.78% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 20 | BHARTIARTL13% ₹1,652 Cr 8,921,863 Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY13% ₹1,569 Cr 15,686,043
↑ 300,000 Tech Mahindra Ltd (Technology)
Equity, Since 31 Oct 16 | 5327558% ₹984 Cr 7,005,232
↓ -633,091 Coforge Ltd (Technology)
Equity, Since 31 Jul 20 | COFORGE5% ₹616 Cr 4,200,400
↑ 525,000 Mphasis Ltd (Technology)
Equity, Since 30 Jun 20 | 5262994% ₹562 Cr 2,599,820
↑ 55,000 Wipro Ltd. $$
Derivatives, Since 30 Jun 26 | 5076853% ₹410 Cr 24,090,000
↑ 2,559,000 LTM Ltd (Technology)
Equity, Since 31 Jul 16 | LTM3% ₹367 Cr 1,037,079
↑ 50,000 Persistent Systems Ltd (Technology)
Equity, Since 31 May 20 | PERSISTENT3% ₹314 Cr 726,867
↑ 210,000 Sagility Ltd (Healthcare)
Equity, Since 30 Nov 24 | SAGILITY2% ₹294 Cr 74,637,433
↑ 4,157,875 Bharti Hexacom Ltd (Communication Services)
Equity, Since 31 Aug 24 | BHARTIHEXA2% ₹290 Cr 1,955,642
↑ 188,719 4. TATA Digital India Fund
TATA Digital India Fund
Growth Launch Date 28 Dec 15 NAV (03 Aug 26) ₹43.0747 ↑ 1.12 (2.68 %) Net Assets (Cr) ₹9,196 on 30 Jun 26 Category Equity - Sectoral AMC Tata Asset Management Limited Rating Risk High Expense Ratio 1.68 Sharpe Ratio -1.44 Information Ratio 0.82 Alpha Ratio 0.38 Min Investment 5,000 Min SIP Investment 150 Exit Load 0-3 Months (0.25%),3 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 21 ₹10,000 31 Jul 22 ₹9,795 31 Jul 23 ₹10,595 31 Jul 24 ₹15,442 31 Jul 25 ₹14,196 31 Jul 26 ₹12,971 Returns for TATA Digital India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Jul 26 Duration Returns 1 Month 11.4% 3 Month 10.2% 6 Month -10.5% 1 Year -4.7% 3 Year 8% 5 Year 5.5% 10 Year 15 Year Since launch 14.8% Historical performance (Yearly) on absolute basis
Year Returns 2025 -9.7% 2024 30.6% 2023 31.9% 2022 -23.3% 2021 74.4% 2020 54.8% 2019 7.5% 2018 24.9% 2017 19.6% 2016 -6% Fund Manager information for TATA Digital India Fund
Name Since Tenure Meeta Shetty 9 Mar 21 5.4 Yr. Hasmukh Vishariya 1 Mar 25 1.42 Yr. Data below for TATA Digital India Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Technology 61.86% Consumer Cyclical 11.86% Communication Services 7.65% Industrials 5.52% Financial Services 4.62% Utility 1.17% Consumer Defensive 0.13% Asset Allocation
Asset Class Value Cash 7.18% Equity 92.82% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 Jan 16 | INFY16% ₹1,447 Cr 14,461,819 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jan 16 | TCS11% ₹998 Cr 4,914,144 Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 16 | 5327559% ₹858 Cr 6,110,933 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Oct 22 | ETERNAL6% ₹566 Cr 21,395,000
↑ 1,000,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 21 | BHARTIARTL5% ₹494 Cr 2,669,200
↑ 100,000 PB Fintech Ltd (Financial Services)
Equity, Since 31 Dec 22 | POLICYBZR4% ₹367 Cr 2,250,914
↑ 331,390 HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 16 | HCLTECH4% ₹332 Cr 3,098,559 Wipro Ltd (Technology)
Equity, Since 31 Jul 18 | 5076853% ₹303 Cr 17,796,766
↓ -1,062,274 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 16 | PERSISTENT3% ₹258 Cr 596,031 Firstsource Solutions Ltd (Technology)
Equity, Since 30 Nov 21 | FSL2% ₹172 Cr 7,540,028 5. Franklin India Technology Fund
Franklin India Technology Fund
Growth Launch Date 22 Aug 98 NAV (31 Jul 26) ₹478.331 ↓ -1.60 (-0.33 %) Net Assets (Cr) ₹1,583 on 30 Jun 26 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆ Risk High Expense Ratio 2.08 Sharpe Ratio -1.37 Information Ratio 0.77 Alpha Ratio 0.33 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 Jul 21 ₹10,000 31 Jul 22 ₹9,087 31 Jul 23 ₹11,013 31 Jul 24 ₹16,747 31 Jul 25 ₹16,090 31 Jul 26 ₹15,122 Returns for Franklin India Technology Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Jul 26 Duration Returns 1 Month 10.5% 3 Month 6.9% 6 Month -8.2% 1 Year -6% 3 Year 11.1% 5 Year 8.6% 10 Year 15 Year Since launch 17.7% Historical performance (Yearly) on absolute basis
Year Returns 2025 -1.5% 2024 28.4% 2023 51.1% 2022 -22.3% 2021 39% 2020 56.8% 2019 12.4% 2018 11.9% 2017 19.1% 2016 -2.6% Fund Manager information for Franklin India Technology Fund
Name Since Tenure Venkatesh Sanjeevi 4 Oct 24 1.82 Yr. R. Janakiraman 1 Dec 23 2.67 Yr. Sandeep Manam 18 Oct 21 4.79 Yr. Data below for Franklin India Technology Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Technology 47.07% Communication Services 26.63% Consumer Cyclical 15.72% Financial Services 5.4% Industrials 0.04% Health Care 0.04% Asset Allocation
Asset Class Value Cash 4.67% Equity 95% Other 0.09% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 18 | BHARTIARTL21% ₹325 Cr 1,752,677 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY13% ₹209 Cr 2,089,607 Franklin Technology I Acc USD
Investment Fund | -8% ₹127 Cr 111,810
↓ -13,000 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | ETERNAL8% ₹120 Cr 4,524,577 HCL Technologies Ltd (Technology)
Equity, Since 30 Jun 14 | HCLTECH6% ₹96 Cr 894,643 PB Fintech Ltd (Financial Services)
Equity, Since 30 Nov 21 | POLICYBZR5% ₹84 Cr 517,479 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Aug 04 | TCS5% ₹77 Cr 378,126 Amagi Media Labs Ltd (Technology)
Equity, Since 31 Jan 26 | AMAGI4% ₹62 Cr 1,108,025 Cognizant Technology Solutions Corp Class A (Technology)
Equity, Since 30 Sep 25 | CTSH4% ₹58 Cr 159,240 MakeMyTrip Ltd (Consumer Cyclical)
Equity, Since 30 Jun 25 | MMYT3% ₹40 Cr 78,777
एकरकमी गुंतवणूक करताना विचारात घ्यायच्या गोष्टी
म्युच्युअल फंडामध्ये गुंतवणूक करण्यापूर्वी व्यक्तींनी अनेक बाबींची काळजी घेणे आवश्यक आहे. यात समाविष्ट आहे:
मार्केटची वेळ
एकरकमी गुंतवणुकीचा प्रश्न येतो तेव्हा, व्यक्तींना नेहमी शोधण्याची गरज असतेबाजार विशेषत: इक्विटी-आधारित फंडांच्या संदर्भात वेळ. एकरकमी गुंतवणुकीची चांगली वेळ म्हणजे जेव्हा बाजार कमी असतात आणि त्यांना लवकरच प्रशंसा मिळण्यास वाव असतो. तथापि, जर बाजार आधीच शिखरावर असेल तर, एकरकमी गुंतवणुकीपासून दूर राहणे चांगले.
विविधीकरण
एकरकमी गुंतवणुक करण्यापूर्वी वैविध्यता ही एक महत्त्वाची बाब आहे ज्याचा विचार करणे आवश्यक आहे. एकरकमी गुंतवणुकीच्या बाबतीत व्यक्तींनी त्यांच्या गुंतवणुकीत अनेक मार्गांनी विस्तार करून विविधता आणली पाहिजे. हे सुनिश्चित करण्यात मदत करेल की त्यांच्या एकूण पोर्टफोलिओपैकी एक योजना चांगली कामगिरी करत नसली तरीही.
तुमच्या उद्दिष्टानुसार तुमची गुंतवणूक करा
व्यक्ती जी कोणतीही गुंतवणूक करतात ती विशिष्ट उद्दिष्ट साध्य करण्यासाठी असते. म्हणून, व्यक्तींनी योजनेचा दृष्टीकोन त्याच्याशी सुसंगत आहे की नाही हे तपासावेगुंतवणूकदारचे उद्दिष्ट. येथे, व्यक्तींनी विविध पॅरामीटर्स शोधले पाहिजेत जसे कीCAGR योजनेत गुंतवणूक करण्यापूर्वी परतावा, संपूर्ण परतावा, कर आकारणीचा प्रभाव आणि बरेच काही.
विमोचन योग्य वेळी केले पाहिजे
व्यक्तींनी त्यांचे करावेविमोचन एकरकमी गुंतवणूक योग्य वेळी. जरी ते अद्याप गुंतवणुकीच्या उद्दिष्टानुसार असू शकते; व्यक्तींनी ज्या योजनेत गुंतवणूक करण्याची योजना आखली आहे त्याचा वेळेवर आढावा घ्यावा. तथापि, त्यांना त्यांची गुंतवणूक दीर्घ कालावधीसाठी ठेवण्याची देखील आवश्यकता आहे जेणेकरून ते जास्तीत जास्त लाभ घेऊ शकतील.
म्युच्युअल फंड एकरकमी परतावा कॅल्क्युलेटर
म्युच्युअल फंड एकरकमी परतावा कॅल्क्युलेटर एखाद्या व्यक्तीची एकरकमी गुंतवणूक दिलेल्या कालावधीत कशी वाढते हे दर्शविण्यास मदत करते. एकरकमी कॅल्क्युलेटरमध्ये इनपुट करणे आवश्यक असलेल्या काही डेटामध्ये गुंतवणुकीचा कालावधी, प्रारंभिक गुंतवणूक रक्कम, दीर्घकालीन अपेक्षित वाढीचा दर आणि बरेच काही समाविष्ट आहे. म्युच्युअल फंड एकरकमी परतावा कॅल्क्युलेटरचे उदाहरण खालीलप्रमाणे आहे.
चित्रण
एकरकमी गुंतवणूक: 25 रुपये,000
गुंतवणुकीचा कालावधी: 15 वर्षे
दीर्घकालीन वाढीचा दर (अंदाजे): १५%
एकरकमी कॅल्क्युलेटरनुसार अपेक्षित परतावा: INR 2,03,427
गुंतवणुकीवर निव्वळ नफा: INR 1,78,427
अशा प्रकारे, वरील गणना दर्शवते की तुमच्या गुंतवणुकीवरील गुंतवणुकीवर निव्वळ नफा INR 1,78,427 आहे तर तुमच्या गुंतवणुकीचे एकूण मूल्य INR 2,03,427 आहे..
म्युच्युअल फंडातील एकवेळच्या गुंतवणुकीचे फायदे आणि तोटे
SIP प्रमाणेच, एकरकमी गुंतवणूकीचे स्वतःचे फायदे आणि तोटे आहेत. तर, हे फायदे आणि तोटे पाहू.
फायदे
एकरकमी गुंतवणुकीचे फायदे खालीलप्रमाणे आहेत.
- मोठी रक्कम गुंतवा: व्यक्ती म्युच्युअल फंडामध्ये मोठ्या प्रमाणात गुंतवणूक करू शकतात आणि निधी निष्क्रिय ठेवण्याऐवजी जास्त परतावा मिळवू शकतात.
- दीर्घ मुदतीसाठी आदर्श: एकरकमी गुंतवणुकीची पद्धत दीर्घकालीन गुंतवणुकीसाठी विशेषत: इक्विटी फंडांच्या बाबतीत चांगली आहे. तथापि, कर्ज निधीच्या बाबतीत, कार्यकाळ अल्प किंवा मध्यम-मुदतीचा असू शकतो
- सुविधा: गुंतवणुकीची एकरकमी पद्धत सोयीस्कर आहे कारण पेमेंट एकदाच केले जाते आणि नियमित अंतराने वजा केले जात नाही.
तोटे
एकरकमी गुंतवणुकीचे तोटे आहेत:
- अनियमित गुंतवणूक: एकरकमी गुंतवणूक ही गुंतवणूकदाराची नियमित बचत सुनिश्चित करत नाही कारण ती नियमित बचतीची सवय लावत नाही.
- उच्च धोका: एकरकमी गुंतवणुकीत, वेळ पाहणे महत्त्वाचे आहे. कारण एकरकमी पद्धतीने गुंतवणूक फक्त एकदाच केली जाते आणि नियमित अंतराने नाही. म्हणून, जर व्यक्तींनी वेळेचा विचार केला नाही तर त्यांचे नुकसान होऊ शकते.
निष्कर्ष
अशाप्रकारे, वरील पॉइंटर्सवरून असे म्हणता येईल की म्युच्युअल फंडामध्ये गुंतवणुकीसाठी एकरकमी मोड देखील एक चांगला मार्ग आहे. तथापि, योजनेमध्ये एकरकमी रक्कम गुंतवताना व्यक्तींनी आत्मविश्वास बाळगणे आवश्यक आहे. नसल्यास, ते गुंतवणुकीचा SIP मोड निवडू शकतात. याशिवाय, लोकांनी गुंतवणूक करण्यापूर्वी योजनेचे स्वरूप समजून घेतले पाहिजे. आवश्यक असल्यास, ते एआर्थिक सल्लागार. हे त्यांना त्यांचे पैसे सुरक्षित असल्याची खात्री करण्यास मदत करेल आणि त्यांची उद्दिष्टे वेळेवर पूर्ण होतील.
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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