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Fincash » Mutual Funds » Malaysia-Based NRI Investment in Mutual Funds

Mutual Funds for Malaysia-Based NRI Investing in India

Updated on April 20, 2024 , 1640 views

Many NRIs living in the Malaysia invest in debt and equity Market for earning good returns. Mutual Funds are a great option to earn higher Income when compared to traditional investments. The longer you invest in MFs the higher are the possibilities to earn good returns.

Usually, NRIs living in the Malaysia plan their long-term Financial goals like retirement by Investing in mutual funds in India. Investors living in the Malaysia who are planning for mutual fund investment, the first thing you always need to do before deciding on the fund is to- determine the time frame of the investment. For instance, if you require the money within three years or less Call it as short-term. If you would redeem the investment between three to five years call it as mid-term and anytime above five years call it as long-term.

Malaysia-based NRIs who want to invest in Mutual Funds in India there are some of the important guidelines & rules that need to be followed in order to begin their investment.

NRI-Malaysia

Mutual Fund Investments for NRI Living in Malaysia

To invest in Mutual Funds in India one is supposed to open any of the following accounts with an Indian Bank:

NRE Account

This is Non-Resident External (NRE) account which can be in the form of savings, current, fixed or Recurring deposit. You need to deposit the foreign currency in this account. To be able to deposit Indian currency, you must open NRO account. There is no upper limit on the transaction amount in an NRE account.

NRO Account

The NRO or Non-Resident Ordinary account is in the form of savings or current account that is meant for NRIs to manage their income earned in India. In NRO account, foreign currency gets converted into Indian rupees after it gets deposited. An NRO account can be held jointly with another NRI as well as resident Indian (close relatives).

FCNR Account

This stands for Foreign Currency Non-Repatriable account deposits. In this account, NRIs can remit their Earnings in one of the six currencies such as Canadian $, US$, Euro, AU$, Yen, and Pound. Funds can be transferred from other FCNR or NRE accounts. In FCNR, the principal and interest don’t accrue any tax.

Once you open any of these accounts, you need successfully complete your KYC (Know Your Customer), under KYC norms, which is set by SEBI (Securities Exchange Board of India). One can complete their KYC with any of the SEBI-registered intermediates.

KYC Procedure for NRI to Invest in Mutual Funds

To successfully complete your KYC procedure, Malaysia based-NRIs need to complete certain important steps and furnish documents like:

a. KYC Form

An NRI needs to submit the KYC Form with all the necessary details filled to the SEBI registered intermediate. The documents can be sent by courier/post to the intermediate.

b. Documents

Following are the necessary documents that need to be submitted:

  • Overseas address proof
  • Indian resident address proof
  • A recent photograph
  • Passport copy

In case of NRIs in the Merchant Navy, a mariner’s declaration or certified copy of Continuous Discharge Certificate must be submitted.

c. Attestation

NRIs or PIOs (Person of India Origin) can get the above documents attested by the authorised officials of overseas branches of scheduled commercial banks registered in India, judge, court magistrate, public notaries, or the Indian embassy/consulate general in the country that they are located.

d. In Personal Verification (IPV)

As per SEBI rules, IPV is mandatory for KYC process. The intermediate should conduct the IPV of NRIs/PIOs.

Please note that all the above documents/proofs while submitting should be in the English language.

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Non-Resident Indian (NRI) Mutual Fund Taxation

Capital Gains Tax Rates on NRI Mutual Fund Investments for the Financial Year 2017-18 (Assessment Year 2018-19) are as below:

NRI taxation on Mutual Funds- Capital Gains Tax Rates- FY 2017/2018 (AY- 2018-19)

Types of Mutual Fund Scheme Short Term Capital Gains (STCG) Long Term Capital Gains (LTCG)
Equity Funds- STCG- Units held less than or equal to a year, LTCG- Units held more than a year 15% Nil
Non-Equity Funds- STCG- Units held for 3 years or less, LTCG- Units held for more than 3 years As per Individual’s income tax bracket On listed funds-20% (with indexation), Unlisted funds- 10% (without indexation)

Mutual Fund Taxation on Dividends

  • Dividends on Equity Funds: The dividend received in the hands of unit holder for equity funds is completely tax-free. The dividend is also tax-free to the AMC.

  • Dividends on Debt Funds: The AMC has to pay a dividend distribution tax (DDT) of 28.84% before distributing this dividend income to its unit-holders. The dividend income received by a Debt fund unit holder is also tax-free.

Below is the TDS rate applicable on MF redemptions by NRIs for AY 2018-19.

NRI Taxation on Mutual Funds- Capital Gains Tax Rates- FY 2017/2018 (AY- 2018-19)

Mutual Fund Redemptions by NRIs & TDS Rate STCG & TDS Rate LTCG & TDS Rate
Type of MF Scheme
Equity Oriented Funds 15% Nil
Debt Funds 30% On listed funds- 20% (with indexation), unlisted funds- 10% (without indexation)

Best Mutual Funds to Invest for Malaysia Based-NRIs

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)Sub Cat.
L&T India Value Fund Growth ₹93.3098
↑ 0.90
₹11,4316.724.353.727.421.339.4 Value
L&T Emerging Businesses Fund Growth ₹72.7605
↑ 0.70
₹13,4013.415.949.433.224.346.1 Small Cap
Sundaram Rural and Consumption Fund Growth ₹82.308
↑ 0.50
₹1,3651.29362014.730.2 Sectoral
UTI Dynamic Bond Fund Growth ₹27.9661
↑ 0.06
₹3831.94.26.49.96.36.2 Dynamic Bond
UTI Banking & PSU Debt Fund Growth ₹19.8936
↑ 0.02
₹9471.73.86.37.15.86.7 Banking & PSU Debt
L&T Midcap Fund Growth ₹323.039
↑ 1.84
₹9,741926.257.523.119.440 Mid Cap
Sundaram Mid Cap Fund Growth ₹1,114.84
↑ 5.73
₹10,2624.922.95325.919.340.4 Mid Cap
L&T Business Cycles Fund Growth ₹35.9357
↑ 0.64
₹76410.626.547.224.71931.3 Sectoral
L&T Tax Advantage Fund Growth ₹112.372
↑ 0.75
₹3,6748.322.943.519.216.128.4 ELSS
L&T Hybrid Equity Fund Growth ₹48.3377
↑ 0.42
₹5,147615.433.314.513.224.3 Hybrid Equity
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Apr 24

1. L&T India Value Fund

To generate long-term capital appreciation from diversified portfolio of predominantly equity and equity related securities, in the Indian markets with higher focus on undervalued securities. The Scheme could also additionally invest in Foreign Securities in international markets.

L&T India Value Fund is a Equity - Value fund was launched on 8 Jan 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.9% since its launch.  Ranked 4 in Value category.  Return for 2023 was 39.4% , 2022 was 5.2% and 2021 was 40.3% .

Below is the key information for L&T India Value Fund

L&T India Value Fund
Growth
Launch Date 8 Jan 10
NAV (22 Apr 24) ₹93.3098 ↑ 0.90   (0.98 %)
Net Assets (Cr) ₹11,431 on 31 Mar 24
Category Equity - Value
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 1.84
Sharpe Ratio 3.3
Information Ratio 1.29
Alpha Ratio 11.5
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.

DateValue
31 Mar 19₹10,000
31 Mar 20₹6,851
31 Mar 21₹12,635
31 Mar 22₹15,958
31 Mar 23₹16,751
31 Mar 24₹25,315

L&T India Value Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for L&T India Value Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Apr 24

DurationReturns
1 Month 3.2%
3 Month 6.7%
6 Month 24.3%
1 Year 53.7%
3 Year 27.4%
5 Year 21.3%
10 Year
15 Year
Since launch 16.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 39.4%
2022 5.2%
2021 40.3%
2020 14.6%
2019 4.6%
2018 -11.4%
2017 41.3%
2016 8.1%
2015 12.9%
2014 74.1%
Fund Manager information for L&T India Value Fund
NameSinceTenure
Venugopal Manghat24 Nov 1211.36 Yr.
Gautam Bhupal1 Oct 230.5 Yr.
Sonal Gupta1 Oct 230.5 Yr.

Data below for L&T India Value Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Financial Services26.98%
Industrials16.2%
Basic Materials15.52%
Technology10.71%
Consumer Cyclical8.78%
Real Estate5.06%
Utility4.4%
Energy3.59%
Consumer Defensive3.31%
Health Care2.68%
Communication Services1.64%
Asset Allocation
Asset ClassValue
Cash1.12%
Equity98.88%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NTPC Ltd (Utilities)
Equity, Since 30 Apr 22 | 532555
4%₹507 Cr15,121,100
↓ -1,699,900
Jindal Stainless Ltd (Basic Materials)
Equity, Since 31 Jul 21 | JSL
4%₹473 Cr7,379,629
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK
4%₹461 Cr4,382,100
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
4%₹431 Cr5,766,900
Canara Bank (Financial Services)
Equity, Since 31 Jan 22 | 532483
3%₹326 Cr5,780,094
Indian Bank (Financial Services)
Equity, Since 31 Oct 21 | 532814
3%₹323 Cr6,147,000
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Mar 17 | SUNPHARMA
3%₹310 Cr1,962,700
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Sep 23 | MCX
3%₹301 Cr798,650
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 15 | RELIANCE
3%₹292 Cr998,200
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jul 20 | M&M
2%₹288 Cr1,489,400

2. L&T Emerging Businesses Fund

To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian markets with key theme focus being emerging companies (small cap stocks). The Scheme could also additionally invest in Foreign Securities.

L&T Emerging Businesses Fund is a Equity - Small Cap fund was launched on 12 May 14. It is a fund with High risk and has given a CAGR/Annualized return of 22.1% since its launch.  Ranked 2 in Small Cap category.  Return for 2023 was 46.1% , 2022 was 1% and 2021 was 77.4% .

Below is the key information for L&T Emerging Businesses Fund

L&T Emerging Businesses Fund
Growth
Launch Date 12 May 14
NAV (22 Apr 24) ₹72.7605 ↑ 0.70   (0.97 %)
Net Assets (Cr) ₹13,401 on 31 Mar 24
Category Equity - Small Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.84
Sharpe Ratio 2.51
Information Ratio 0.63
Alpha Ratio -3.95
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.

DateValue
31 Mar 19₹10,000
31 Mar 20₹6,033
31 Mar 21₹12,071
31 Mar 22₹18,020
31 Mar 23₹18,875
31 Mar 24₹27,766

L&T Emerging Businesses Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833
Invest Now

Returns for L&T Emerging Businesses Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Apr 24

DurationReturns
1 Month 6.5%
3 Month 3.4%
6 Month 15.9%
1 Year 49.4%
3 Year 33.2%
5 Year 24.3%
10 Year
15 Year
Since launch 22.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 46.1%
2022 1%
2021 77.4%
2020 15.5%
2019 -8.1%
2018 -13.7%
2017 66.5%
2016 10.2%
2015 12.3%
2014
Fund Manager information for L&T Emerging Businesses Fund
NameSinceTenure
Venugopal Manghat17 Dec 194.29 Yr.
Cheenu Gupta1 Oct 230.5 Yr.
Sonal Gupta1 Oct 230.5 Yr.

Data below for L&T Emerging Businesses Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Industrials31.31%
Basic Materials15.53%
Consumer Cyclical14.12%
Technology10.78%
Financial Services9.3%
Real Estate7.01%
Health Care4.9%
Consumer Defensive2.51%
Energy1.02%
Asset Allocation
Asset ClassValue
Cash2.17%
Equity97.83%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS
3%₹418 Cr668,400
↓ -33,201
Sonata Software Ltd (Technology)
Equity, Since 31 Jul 18 | SONATSOFTW
3%₹397 Cr4,896,490
Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Jul 19 | 532929
3%₹397 Cr3,966,279
↓ -128,121
EIH Ltd (Consumer Cyclical)
Equity, Since 31 May 17 | 500840
3%₹349 Cr8,627,473
↓ -1,396,149
KPIT Technologies Ltd (Technology)
Equity, Since 30 Sep 21 | KPITTECH
3%₹344 Cr2,188,200
KEI Industries Ltd (Industrials)
Equity, Since 31 Jan 20 | KEI
2%₹304 Cr947,670
↓ -37,688
NCC Ltd (Industrials)
Equity, Since 28 Feb 21 | NCC
2%₹279 Cr11,291,100
↑ 3,431,400
K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | KPRMILL
2%₹276 Cr3,586,897
↓ -100,000
Sobha Ltd (Real Estate)
Equity, Since 31 Mar 17 | SOBHA
2%₹269 Cr1,721,853
↑ 296,920
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 30 Nov 17 | RATNAMANI
2%₹256 Cr842,458
↓ -27,964

3. Sundaram Rural and Consumption Fund

(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.

Sundaram Rural and Consumption Fund is a Equity - Sectoral fund was launched on 12 May 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.5% since its launch.  Ranked 2 in Sectoral category.  Return for 2023 was 30.2% , 2022 was 9.3% and 2021 was 19.3% .

Below is the key information for Sundaram Rural and Consumption Fund

Sundaram Rural and Consumption Fund
Growth
Launch Date 12 May 06
NAV (22 Apr 24) ₹82.308 ↑ 0.50   (0.61 %)
Net Assets (Cr) ₹1,365 on 29 Feb 24
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.27
Sharpe Ratio 2.64
Information Ratio -0.39
Alpha Ratio 6.7
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.

DateValue
31 Mar 19₹10,000
31 Mar 20₹7,585
31 Mar 21₹11,777
31 Mar 22₹13,297
31 Mar 23₹14,088
31 Mar 24₹19,371

Sundaram Rural and Consumption Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710
Invest Now

Returns for Sundaram Rural and Consumption Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Apr 24

DurationReturns
1 Month 2.4%
3 Month 1.2%
6 Month 9%
1 Year 36%
3 Year 20%
5 Year 14.7%
10 Year
15 Year
Since launch 12.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 30.2%
2022 9.3%
2021 19.3%
2020 13.5%
2019 2.7%
2018 -7.8%
2017 38.7%
2016 21.1%
2015 6.3%
2014 47.4%
Fund Manager information for Sundaram Rural and Consumption Fund
NameSinceTenure
Ratish Varier1 Jan 222.25 Yr.
Ashish Aggarwal1 Jan 222.25 Yr.

Data below for Sundaram Rural and Consumption Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Consumer Cyclical40.64%
Consumer Defensive34.15%
Communication Services10.81%
Basic Materials4.08%
Health Care3.04%
Financial Services2.82%
Real Estate1.93%
Technology0.71%
Asset Allocation
Asset ClassValue
Cash1.83%
Equity98.17%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC
9%₹122 Cr2,991,251
↑ 541,591
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL
8%₹111 Cr987,983
↑ 86,054
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL
7%₹98 Cr2,458,046
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR
7%₹97 Cr401,782
↑ 20,000
Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN
7%₹93 Cr255,389
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M
6%₹79 Cr407,736
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Dec 18 | MCDOWELL-N
4%₹56 Cr480,998
↓ -19,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI
4%₹56 Cr49,344
↓ -14,359
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 523025
4%₹50 Cr246,492
Nestle India Ltd (Consumer Defensive)
Equity, Since 30 Jun 16 | NESTLEIND
3%₹44 Cr169,170

4. UTI Dynamic Bond Fund

The investment objective of the scheme is to generate optimal returns with adequate liquidity through active management of the portfolio, by investing in debt and money market instruments. However, there can be no assurance that the investment objective of the scheme will be realized.

UTI Dynamic Bond Fund is a Debt - Dynamic Bond fund was launched on 16 Jun 10. It is a fund with Moderate risk and has given a CAGR/Annualized return of 7.7% since its launch.  Ranked 3 in Dynamic Bond category.  Return for 2023 was 6.2% , 2022 was 10.1% and 2021 was 10.8% .

Below is the key information for UTI Dynamic Bond Fund

UTI Dynamic Bond Fund
Growth
Launch Date 16 Jun 10
NAV (22 Apr 24) ₹27.9661 ↑ 0.06   (0.20 %)
Net Assets (Cr) ₹383 on 31 Mar 24
Category Debt - Dynamic Bond
AMC UTI Asset Management Company Ltd
Rating
Risk Moderate
Expense Ratio 1.55
Sharpe Ratio 0.31
Information Ratio 0
Alpha Ratio 0
Min Investment 10,000
Min SIP Investment 500
Exit Load NIL
Yield to Maturity 6.93%
Effective Maturity 9 Years 1 Month 20 Days
Modified Duration 6 Years 3 Months 25 Days

Growth of 10,000 investment over the years.

DateValue
31 Mar 19₹10,000
31 Mar 20₹9,507
31 Mar 21₹10,158
31 Mar 22₹11,281
31 Mar 23₹12,644
31 Mar 24₹13,592

UTI Dynamic Bond Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹200,132.
Net Profit of ₹20,132
Invest Now

Returns for UTI Dynamic Bond Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Apr 24

DurationReturns
1 Month -0.1%
3 Month 1.9%
6 Month 4.2%
1 Year 6.4%
3 Year 9.9%
5 Year 6.3%
10 Year
15 Year
Since launch 7.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 6.2%
2022 10.1%
2021 10.8%
2020 5.9%
2019 -3.9%
2018 5.2%
2017 4.2%
2016 14.9%
2015 6.9%
2014 14.7%
Fund Manager information for UTI Dynamic Bond Fund
NameSinceTenure
Sudhir Agarwal1 Dec 212.33 Yr.

Data below for UTI Dynamic Bond Fund as on 31 Mar 24

Asset Allocation
Asset ClassValue
Cash2.61%
Debt97.12%
Other0.27%
Debt Sector Allocation
SectorValue
Government83.53%
Corporate13.59%
Cash Equivalent2.61%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.18% Govt Stock 2033
Sovereign Bonds | -
50%₹222 Cr2,200,000,000
↓ -1,200,000,000
7.18% Govt Stock 2037
Sovereign Bonds | -
34%₹151 Cr1,500,000,000
↑ 550,000,000
Power Finance Corporation Ltd.
Debentures | -
9%₹40 Cr4,000
Rural Electrification Corporation Limited
Debentures | -
5%₹20 Cr2,000
CORPORATE DEBT MARKET DEVT FUND - A2 UNITS
Investment Fund | -
0%₹1 Cr1,168
Net Current Assets
Net Current Assets | -
2%₹9 Cr
Clearing Corporation Of India Ltd. Std - Margin
Net Current Assets | -
1%₹2 Cr00

5. UTI Banking & PSU Debt Fund

The investment objective of the scheme is to generate steady and reasonable income, with low risk and high level of liquidity from a portfolio of predominantly debt & money market securities by Banks and Public Sector Undertakings (PSUs).

UTI Banking & PSU Debt Fund is a Debt - Banking & PSU Debt fund was launched on 3 Feb 14. It is a fund with Moderate risk and has given a CAGR/Annualized return of 7% since its launch.  Ranked 3 in Banking & PSU Debt category.  Return for 2023 was 6.7% , 2022 was 10.3% and 2021 was 2.8% .

Below is the key information for UTI Banking & PSU Debt Fund

UTI Banking & PSU Debt Fund
Growth
Launch Date 3 Feb 14
NAV (22 Apr 24) ₹19.8936 ↑ 0.02   (0.08 %)
Net Assets (Cr) ₹947 on 31 Mar 24
Category Debt - Banking & PSU Debt
AMC UTI Asset Management Company Ltd
Rating
Risk Moderate
Expense Ratio 0.5
Sharpe Ratio 0.06
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load NIL
Yield to Maturity 7.51%
Effective Maturity 3 Years 2 Months 19 Days
Modified Duration 2 Years 8 Months 8 Days

Growth of 10,000 investment over the years.

DateValue
31 Mar 19₹10,000
31 Mar 20₹10,089
31 Mar 21₹10,770
31 Mar 22₹11,154
31 Mar 23₹12,385
31 Mar 24₹13,261

UTI Banking & PSU Debt Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹180,000
expected amount after 3 Years is ₹197,169.
Net Profit of ₹17,169
Invest Now

Returns for UTI Banking & PSU Debt Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Apr 24

DurationReturns
1 Month 0.4%
3 Month 1.7%
6 Month 3.8%
1 Year 6.3%
3 Year 7.1%
5 Year 5.8%
10 Year
15 Year
Since launch 7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 6.7%
2022 10.3%
2021 2.8%
2020 8.9%
2019 -1%
2018 6.8%
2017 6.4%
2016 11.7%
2015 8.6%
2014
Fund Manager information for UTI Banking & PSU Debt Fund
NameSinceTenure
Anurag Mittal1 Dec 212.33 Yr.

Data below for UTI Banking & PSU Debt Fund as on 31 Mar 24

Asset Allocation
Asset ClassValue
Cash3.21%
Debt96.55%
Other0.23%
Debt Sector Allocation
SectorValue
Government53.11%
Corporate43.45%
Cash Equivalent3.21%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.38% Govt Stock 2027
Sovereign Bonds | -
21%₹212 Cr2,100,000,000
Rural Electrification Corporation Limited
Debentures | -
6%₹61 Cr6,000
Axis Bank Limited
Debentures | -
5%₹55 Cr550
ICICI Bank Limited
Debentures | -
5%₹53 Cr550
Power Finance Corporation Limited
Debentures | -
4%₹40 Cr400
HDFC Bank Limited
Debentures | -
4%₹40 Cr400
Indian Railway Finance Corporation Limited
Debentures | -
3%₹30 Cr300
National Bank For Agriculture And Rural Development
Debentures | -
3%₹30 Cr3,000
National Bank For Agriculture And Rural Development
Debentures | -
3%₹26 Cr250
Small Industries Development Bank Of India
Debentures | -
2%₹25 Cr2,500
↑ 2,500

6. L&T Midcap Fund

To generate capital appreciation by investing primarily in midcap stocks. The scheme will invest primarily in companies whose market capitalization falls between the highest and the lowest constituent of the Nifty Free Float Midcap 100.

L&T Midcap Fund is a Equity - Mid Cap fund was launched on 9 Aug 04. It is a fund with High risk and has given a CAGR/Annualized return of 19.3% since its launch.  Ranked 5 in Mid Cap category.  Return for 2023 was 40% , 2022 was 1.1% and 2021 was 30.4% .

Below is the key information for L&T Midcap Fund

L&T Midcap Fund
Growth
Launch Date 9 Aug 04
NAV (22 Apr 24) ₹323.039 ↑ 1.84   (0.57 %)
Net Assets (Cr) ₹9,741 on 31 Mar 24
Category Equity - Mid Cap
AMC L&T Investment Management Ltd
Rating
Risk High
Expense Ratio 1.85
Sharpe Ratio 3.75
Information Ratio -0.95
Alpha Ratio 10.51
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.

DateValue
31 Mar 19₹10,000
31 Mar 20₹7,272
31 Mar 21₹12,936
31 Mar 22₹14,982
31 Mar 23₹14,938
31 Mar 24₹23,169

L&T Midcap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520
Invest Now

Returns for L&T Midcap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Apr 24

DurationReturns
1 Month 4.9%
3 Month 9%
6 Month 26.2%
1 Year 57.5%
3 Year 23.1%
5 Year 19.4%
10 Year
15 Year
Since launch 19.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 40%
2022 1.1%
2021 30.4%
2020 19%
2019 -0.2%
2018 -12%
2017 52.3%
2016 9.8%
2015 10.8%
2014 81.6%
Fund Manager information for L&T Midcap Fund
NameSinceTenure
Venugopal Manghat1 Oct 230.5 Yr.
Cheenu Gupta26 Nov 221.35 Yr.
Sonal Gupta1 Oct 230.5 Yr.

Data below for L&T Midcap Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Financial Services22.52%
Industrials15.25%
Health Care15.02%
Consumer Cyclical13.53%
Basic Materials13.32%
Real Estate5.38%
Technology4.95%
Consumer Defensive2.91%
Energy2.46%
Utility2.39%
Communication Services1.66%
Asset Allocation
Asset ClassValue
Cash0.6%
Equity99.4%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sundaram Finance Ltd (Financial Services)
Equity, Since 30 Nov 13 | SUNDARMFIN
3%₹310 Cr743,568
Ratnamani Metals & Tubes Ltd (Basic Materials)
Equity, Since 31 Oct 15 | RATNAMANI
3%₹281 Cr926,436
↓ -79,050
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Jun 21 | 532810
3%₹259 Cr6,462,100
↓ -1,039,800
Bosch Ltd (Consumer Cyclical)
Equity, Since 31 Oct 19 | 500530
3%₹252 Cr88,000
Cummins India Ltd (Industrials)
Equity, Since 30 Apr 18 | 500480
3%₹244 Cr891,268
Godrej Properties Ltd (Real Estate)
Equity, Since 31 Mar 17 | GODREJPROP
2%₹239 Cr995,400
Ipca Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 19 | 524494
2%₹232 Cr1,946,300
Lupin Ltd (Healthcare)
Equity, Since 31 Dec 22 | 500257
2%₹229 Cr1,414,400
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 15 | MCX
2%₹227 Cr603,300
AIA Engineering Ltd (Industrials)
Equity, Since 31 Dec 16 | AIAENG
2%₹226 Cr621,300

7. Sundaram Mid Cap Fund

(Erstwhile Sundaram Select Midcap Fund)

To achieve capital appreciation by investing in diversified stocks that are generally termed as mid-caps.

Sundaram Mid Cap Fund is a Equity - Mid Cap fund was launched on 30 Jul 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 24.2% since its launch.  Ranked 13 in Mid Cap category.  Return for 2023 was 40.4% , 2022 was 4.8% and 2021 was 37.5% .

Below is the key information for Sundaram Mid Cap Fund

Sundaram Mid Cap Fund
Growth
Launch Date 30 Jul 02
NAV (22 Apr 24) ₹1,114.84 ↑ 5.73   (0.52 %)
Net Assets (Cr) ₹10,262 on 29 Feb 24
Category Equity - Mid Cap
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 1.86
Sharpe Ratio 3.06
Information Ratio -0.84
Alpha Ratio 1.02
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.

DateValue
31 Mar 19₹10,000
31 Mar 20₹7,000
31 Mar 21₹12,235
31 Mar 22₹14,812
31 Mar 23₹15,184
31 Mar 24₹23,375

Sundaram Mid Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520
Invest Now

Returns for Sundaram Mid 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 22 Apr 24

DurationReturns
1 Month 2.9%
3 Month 4.9%
6 Month 22.9%
1 Year 53%
3 Year 25.9%
5 Year 19.3%
10 Year
15 Year
Since launch 24.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 40.4%
2022 4.8%
2021 37.5%
2020 11.8%
2019 -0.3%
2018 -15.4%
2017 40.8%
2016 11.3%
2015 11.2%
2014 75%
Fund Manager information for Sundaram Mid Cap Fund
NameSinceTenure
S. Bharath24 Feb 213.1 Yr.
Ratish Varier24 Feb 213.1 Yr.

Data below for Sundaram Mid Cap Fund as on 29 Feb 24

Equity Sector Allocation
SectorValue
Financial Services23.15%
Industrials20.07%
Consumer Cyclical18.03%
Health Care11.31%
Basic Materials7.55%
Technology6.2%
Utility3.03%
Real Estate2.02%
Consumer Defensive1.72%
Energy1.14%
Communication Services1.11%
Asset Allocation
Asset ClassValue
Cash4.4%
Equity95.33%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 23 | 532810
4%₹404 Cr10,093,505
Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 500480
3%₹343 Cr1,254,035
↓ -100,965
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK
3%₹338 Cr22,464,962
↑ 344,567
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 500251
3%₹333 Cr856,810
↓ -20,974
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL
3%₹331 Cr8,345,000
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 21 | TIINDIA
3%₹319 Cr914,499
Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 532843
2%₹243 Cr5,951,000
↓ -164,000
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 21 | SHRIRAMFIN
2%₹235 Cr962,560
↓ -258,992
Persistent Systems Ltd (Technology)
Equity, Since 30 Apr 22 | PERSISTENT
2%₹233 Cr270,000
REC Ltd (Financial Services)
Equity, Since 31 Jul 23 | 532955
2%₹229 Cr5,191,133

8. L&T Business Cycles Fund

To seek to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian market with focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles in the economy

L&T Business Cycles Fund is a Equity - Sectoral fund was launched on 20 Aug 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.1% since its launch.  Ranked 19 in Sectoral category.  Return for 2023 was 31.3% , 2022 was 5.3% and 2021 was 34.5% .

Below is the key information for L&T Business Cycles Fund

L&T Business Cycles Fund
Growth
Launch Date 20 Aug 14
NAV (22 Apr 24) ₹35.9357 ↑ 0.64   (1.81 %)
Net Assets (Cr) ₹764 on 31 Mar 24
Category Equity - Sectoral
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 2.51
Sharpe Ratio 2.58
Information Ratio 0.46
Alpha Ratio 3.97
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-18 Months (1%),18 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 19₹10,000
31 Mar 20₹7,045
31 Mar 21₹12,458
31 Mar 22₹14,864
31 Mar 23₹15,634
31 Mar 24₹22,452

L&T Business Cycles Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520
Invest Now

Returns for L&T Business Cycles Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Apr 24

DurationReturns
1 Month 6.7%
3 Month 10.6%
6 Month 26.5%
1 Year 47.2%
3 Year 24.7%
5 Year 19%
10 Year
15 Year
Since launch 14.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 31.3%
2022 5.3%
2021 34.5%
2020 9.3%
2019 5.3%
2018 -17.5%
2017 45.6%
2016 3.2%
2015 3.5%
2014
Fund Manager information for L&T Business Cycles Fund
NameSinceTenure
Venugopal Manghat20 Aug 149.62 Yr.
Gautam Bhupal1 Jun 230.83 Yr.
Sonal Gupta1 Jun 230.83 Yr.

Data below for L&T Business Cycles Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Industrials32.39%
Financial Services23.47%
Consumer Cyclical16.39%
Basic Materials14.17%
Energy6.84%
Real Estate2.8%
Technology1.5%
Asset Allocation
Asset ClassValue
Cash1.16%
Equity98.84%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 14 | ICICIBANK
6%₹45 Cr425,000
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | 500251
5%₹42 Cr107,000
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Dec 22 | MCX
5%₹35 Cr94,300
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 14 | LT
5%₹35 Cr99,920
Ahluwalia Contracts (India) Ltd (Industrials)
Equity, Since 31 Jan 15 | AHLUCONT
4%₹33 Cr274,908
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 18 | RELIANCE
4%₹32 Cr110,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 14 | HDFCBANK
3%₹25 Cr179,800
ABB India Ltd (Industrials)
Equity, Since 30 Sep 19 | ABB
3%₹23 Cr42,700
Power Mech Projects Ltd (Industrials)
Equity, Since 31 Oct 22 | POWERMECH
3%₹23 Cr45,400
Aegis Logistics Ltd (Energy)
Equity, Since 31 Oct 15 | 500003
3%₹21 Cr467,200

9. L&T Tax Advantage Fund

To generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities.

L&T Tax Advantage Fund is a Equity - ELSS fund was launched on 27 Feb 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.3% since its launch.  Ranked 7 in ELSS category.  Return for 2023 was 28.4% , 2022 was -3% and 2021 was 30.3% .

Below is the key information for L&T Tax Advantage Fund

L&T Tax Advantage Fund
Growth
Launch Date 27 Feb 06
NAV (22 Apr 24) ₹112.372 ↑ 0.75   (0.68 %)
Net Assets (Cr) ₹3,674 on 31 Mar 24
Category Equity - ELSS
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 1.98
Sharpe Ratio 2.71
Information Ratio -0.39
Alpha Ratio 3.01
Min Investment 500
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Mar 19₹10,000
31 Mar 20₹7,284
31 Mar 21₹12,498
31 Mar 22₹14,731
31 Mar 23₹14,495
31 Mar 24₹20,164

L&T Tax Advantage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689
Invest Now

Returns for L&T Tax Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Apr 24

DurationReturns
1 Month 5.8%
3 Month 8.3%
6 Month 22.9%
1 Year 43.5%
3 Year 19.2%
5 Year 16.1%
10 Year
15 Year
Since launch 14.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 28.4%
2022 -3%
2021 30.3%
2020 13.5%
2019 4.6%
2018 -8.1%
2017 42.3%
2016 8.1%
2015 2.9%
2014 44.8%
Fund Manager information for L&T Tax Advantage Fund
NameSinceTenure
Gautam Bhupal26 Nov 221.35 Yr.
Sonal Gupta21 Jul 212.7 Yr.
Abhishek Gupta1 Mar 240.08 Yr.

Data below for L&T Tax Advantage Fund as on 31 Mar 24

Equity Sector Allocation
SectorValue
Industrials25.99%
Financial Services21.92%
Consumer Cyclical17.6%
Technology10.36%
Energy6.29%
Health Care5%
Utility3.6%
Real Estate3.48%
Basic Materials2.66%
Consumer Defensive1.56%
Communication Services0.95%
Asset Allocation
Asset ClassValue
Cash0.58%
Equity99.42%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 22 | LT
5%₹200 Cr574,100
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 21 | RELIANCE
4%₹157 Cr537,600
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 06 | HDFCBANK
4%₹136 Cr971,700
↓ -257,600
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 09 | ICICIBANK
3%₹122 Cr1,155,500
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 21 | PERSISTENT
3%₹121 Cr140,600
↓ -10,500
Bharat Electronics Ltd (Industrials)
Equity, Since 31 May 22 | BEL
3%₹112 Cr5,485,000
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 30 Apr 22 | 500093
3%₹110 Cr2,486,300
Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | INFY
3%₹104 Cr622,100
KPIT Technologies Ltd (Technology)
Equity, Since 30 Sep 21 | KPITTECH
3%₹104 Cr662,200
↓ -113,400
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | 543320
2%₹81 Cr4,906,800
↑ 1,912,400

10. L&T Hybrid Equity Fund

(Erstwhile L&T India Prudence Fund)

To seek to generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities and to generate reasonable returns through a portfolio of debt and money market instruments

L&T Hybrid Equity Fund is a Hybrid - Hybrid Equity fund was launched on 7 Feb 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.7% since its launch.  Ranked 5 in Hybrid Equity category.  Return for 2023 was 24.3% , 2022 was -3.7% and 2021 was 23.1% .

Below is the key information for L&T Hybrid Equity Fund

L&T Hybrid Equity Fund
Growth
Launch Date 7 Feb 11
NAV (22 Apr 24) ₹48.3377 ↑ 0.42   (0.88 %)
Net Assets (Cr) ₹5,147 on 31 Mar 24
Category Hybrid - Hybrid Equity
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 1.91
Sharpe Ratio 2.5
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.

DateValue
31 Mar 19₹10,000
31 Mar 20₹8,192
31 Mar 21₹12,319
31 Mar 22₹14,124
31 Mar 23₹13,832
31 Mar 24₹18,020

L&T Hybrid Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for L&T Hybrid 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 22 Apr 24

DurationReturns
1 Month 4.2%
3 Month 6%
6 Month 15.4%
1 Year 33.3%
3 Year 14.5%
5 Year 13.2%
10 Year
15 Year
Since launch 12.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 24.3%
2022 -3.7%
2021 23.1%
2020 13.6%
2019 6.5%
2018 -3.8%
2017 27.8%
2016 4.3%
2015 9.9%
2014 44.5%
Fund Manager information for L&T Hybrid Equity Fund
NameSinceTenure
Shriram Ramanathan30 May 167.84 Yr.
Gautam Bhupal1 Oct 230.5 Yr.
Cheenu Gupta2 Jul 212.75 Yr.
Sonal Gupta1 Oct 230.5 Yr.

Data below for L&T Hybrid Equity Fund as on 31 Mar 24

Asset Allocation
Asset ClassValue
Cash4.29%
Equity72.06%
Debt23.66%
Equity Sector Allocation
SectorValue
Industrials21.56%
Financial Services17.5%
Consumer Cyclical10.15%
Technology8.15%
Energy3.33%
Utility2.94%
Health Care2.82%
Real Estate2.15%
Consumer Defensive1.87%
Communication Services0.97%
Basic Materials0.61%
Debt Sector Allocation
SectorValue
Government16.44%
Corporate8.12%
Cash Equivalent3.38%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 22 | LT
5%₹244 Cr701,900
↓ -53,300
7.38% Govt Stock 2027
Sovereign Bonds | -
4%₹205 Cr20,000,000
7.18% Govt Stock 2033
Sovereign Bonds | -
3%₹177 Cr17,500,000
↑ 15,000,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 11 | ICICIBANK
3%₹168 Cr1,597,000
HDFC Bank Ltd (Financial Services)
Equity, Since 28 Feb 11 | HDFCBANK
3%₹138 Cr981,500
↓ -537,300
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Aug 22 | BEL
2%₹124 Cr6,030,700
Zensar Technologies Ltd (Technology)
Equity, Since 31 May 23 | ZENSARTECH
2%₹105 Cr1,910,000
Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Dec 22 | 590003
2%₹88 Cr4,793,700
Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 31 Dec 23 | 500103
2%₹88 Cr3,861,368
NTPC Ltd (Utilities)
Equity, Since 31 Dec 23 | 532555
2%₹86 Cr2,572,200

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