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ਉੱਚ ਜੋਖਮਮਿਉਚੁਅਲ ਫੰਡ ਉਹਨਾਂ ਫੰਡਾਂ ਦਾ ਹਵਾਲਾ ਦਿਓ ਜੋ ਭਵਿੱਖ ਵਿੱਚ ਉੱਚ ਰਿਟਰਨ ਪ੍ਰਦਾਨ ਕਰਨ ਦੀ ਸਮਰੱਥਾ ਰੱਖਦੇ ਹਨ।
ਇਹ ਉਹ ਫੰਡ ਹਨ ਜੋ ਆਦਰਸ਼ਕ ਤੌਰ 'ਤੇ ਨਿਵੇਸ਼ਕਾਂ ਲਈ ਹਨ ਜੋ ਨਿਵੇਸ਼ ਵਿੱਚ ਉੱਚ ਪੱਧਰੀ ਜੋਖਮ ਲੈਣ ਲਈ ਤਿਆਰ ਹਨ। ਪਰ, ਇਹ ਫੰਡ ਕੁਦਰਤ ਵਿੱਚ ਬਹੁਤ ਅਸਥਿਰ ਹਨ। ਇਸ ਲਈ ਪੋਰਟਫੋਲੀਓ ਵਿੱਚ ਅਜਿਹੇ ਉੱਚ-ਜੋਖਮ ਵਾਲੇ ਫੰਡ ਨੂੰ ਸਮੇਂ-ਸਮੇਂ 'ਤੇ ਸਰਗਰਮੀ ਨਾਲ ਪ੍ਰਬੰਧਿਤ ਕਰਨ ਦੀ ਲੋੜ ਹੁੰਦੀ ਹੈ। ਉੱਚ ਜੋਖਮ ਵਾਲੇ ਮਿਉਚੁਅਲ ਫੰਡ ਆਮ ਤੌਰ 'ਤੇ ਨਿਵੇਸ਼ਕਾਂ ਨੂੰ ਵਧੀਆ ਲਾਭਅੰਸ਼ ਪ੍ਰਦਾਨ ਕਰਦੇ ਹਨ। ਇਸ ਲਈ, ਜੇਕਰ ਤੁਸੀਂ ਵਧੀਆ ਰਿਟਰਨ ਕਮਾਉਣ ਲਈ ਉੱਚ-ਜੋਖਮ ਲੈਣ ਲਈ ਤਿਆਰ ਹੋ, ਤਾਂ ਤੁਸੀਂ ਤਰਜੀਹ ਦੇ ਸਕਦੇ ਹੋਨਿਵੇਸ਼ ਇਹਨਾਂ ਸੂਚੀਬੱਧ ਫੰਡਾਂ ਵਿੱਚ.
ਉੱਚ ਜੋਖਮ ਵਾਲੇ ਨਿਵੇਸ਼ ਕੀ ਹਨ?
ਉੱਚ ਜੋਖਮ ਫੰਡ ਲੰਬੇ ਸਮੇਂ ਦੀ ਦੌਲਤ ਸਿਰਜਣ ਵਿੱਚ ਮਦਦ ਕਰਦੇ ਹਨ। ਕੋਈ ਵੀ ਆਪਣੀ ਲੰਬੀ ਮਿਆਦ ਦੀ ਯੋਜਨਾ ਬਣਾ ਸਕਦਾ ਹੈਵਿੱਤੀ ਟੀਚੇ ਜਿਵੇ ਕੀਸੇਵਾਮੁਕਤੀ, ਵਿਸ਼ਵ ਟੂਰ, ਸੁਪਨਿਆਂ ਦੇ ਘਰ ਦੀ ਖਰੀਦਦਾਰੀ, ਵਿਆਹ ਆਦਿ, ਇਹਨਾਂ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਕੇ। ਉੱਚ ਜੋਖਮ ਫੰਡ ਲੰਬੇ ਸਮੇਂ ਦੇ ਨਿਵੇਸ਼ ਹੁੰਦੇ ਹਨ ਜੋ 5 ਸਾਲਾਂ ਤੋਂ ਵੱਧ ਲੰਬੇ ਕਾਰਜਕਾਲ ਲਈ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਹੁੰਦੇ ਹਨ।
ਮਿਉਚੁਅਲ ਫੰਡ ਜਿਨ੍ਹਾਂ ਨੂੰ ਅਜਿਹੇ ਨਿਵੇਸ਼ਾਂ ਲਈ ਸਲਾਹ ਦਿੱਤੀ ਜਾਂਦੀ ਹੈਇਕੁਇਟੀ ਫੰਡ. ਇਕੁਇਟੀ ਫੰਡ ਨੂੰ ਉੱਚ-ਜੋਖਮ ਵਾਲਾ, ਉੱਚ ਰਿਟਰਨ ਫੰਡ ਮੰਨਿਆ ਜਾਂਦਾ ਹੈ। ਇਕੁਇਟੀ ਫੰਡ ਕੰਪਨੀਆਂ ਦੇ ਸਟਾਕਾਂ/ਸ਼ੇਅਰਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦੇ ਹਨ। ਇਹ ਸਿੱਧੇ ਤੌਰ 'ਤੇ ਕਿਸੇ ਫਰਮ ਵਿੱਚ ਸ਼ੁਰੂ ਕੀਤੇ ਜਾਂ ਨਿਵੇਸ਼ ਕੀਤੇ ਬਿਨਾਂ ਇੱਕ ਕਾਰੋਬਾਰ (ਛੋਟੇ ਹਿੱਸੇ ਵਿੱਚ) ਦਾ ਮਾਲਕ ਬਣਨ ਦਾ ਸਭ ਤੋਂ ਵਧੀਆ ਤਰੀਕਾ ਹੈ। ਵੱਖ-ਵੱਖ ਕਿਸਮਾਂ ਦੇ ਇਕੁਇਟੀ ਫੰਡ ਹਨਵੱਡੇ ਕੈਪ ਫੰਡ, ਮੱਧ &ਸਮਾਲ ਕੈਪ ਫੰਡ,ਵਿਵਿਧ ਫੰਡ,ਸੈਕਟਰ ਫੰਡ ਅਤੇELSS (ਇਕਵਿਟੀ ਲਿੰਕਡ ਸੇਵਿੰਗ ਸਕੀਮਾਂ)।
ਵਧੀਆ ਉੱਚ ਜੋਖਮ ਮਿਉਚੁਅਲ ਫੰਡ
ਮਿਡ ਅਤੇ ਸਮਾਲ ਕੈਪ ਫੰਡ
ਮਿਡ ਅਤੇ ਸਮਾਲ ਕੈਪ ਫੰਡ ਕ੍ਰਮਵਾਰ ਮੱਧ ਅਤੇ ਛੋਟੀਆਂ (ਜਾਂ ਸਟਾਰਟਅੱਪ) ਕੰਪਨੀਆਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦੇ ਹਨ। ਕਿਉਂਕਿ ਇਹਨਾਂ ਫੰਡਾਂ ਵਿੱਚ ਉੱਭਰ ਰਹੀਆਂ ਕੰਪਨੀਆਂ ਦਾ ਸਟਾਕ ਹੁੰਦਾ ਹੈ, ਇਹ ਕੁਦਰਤ ਵਿੱਚ ਬਹੁਤ ਜੋਖਮ ਭਰੇ ਹੁੰਦੇ ਹਨ। ਇਸ ਲਈ, ਨਿਵੇਸ਼ਕ ਜੋ ਲਗਭਗ 7-10 ਸਾਲ ਅਤੇ ਇਸ ਤੋਂ ਵੱਧ ਸਮੇਂ ਲਈ ਨਿਵੇਸ਼ ਕਰ ਸਕਦੇ ਹਨ, ਨੂੰ ਸਿਰਫ ਇਹਨਾਂ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਨੂੰ ਤਰਜੀਹ ਦੇਣੀ ਚਾਹੀਦੀ ਹੈ। ਜੇਕਰ ਕੰਪਨੀਆਂ ਲੰਬੇ ਸਮੇਂ ਵਿੱਚ ਚੰਗਾ ਪ੍ਰਦਰਸ਼ਨ ਕਰਦੀਆਂ ਹਨ, ਤਾਂ ਨਿਵੇਸ਼ਕ ਚੰਗੀ ਰਿਟਰਨ ਕਮਾ ਸਕਦੇ ਹਨ।
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Invesco India Mid Cap Fund Growth ₹197.72
↑ 0.24 ₹13,767 10.5 14.9 10.2 24.1 19.2 6.3 ICICI Prudential MidCap Fund Growth ₹338.35
↑ 3.08 ₹7,846 2.7 10.1 14 21.8 17.1 11.1 Edelweiss Mid Cap Fund Growth ₹108.69
↑ 0.44 ₹17,748 5.6 6.5 9.2 21.6 18 3.8 Sundaram Mid Cap Fund Growth ₹1,509.38
↑ 3.96 ₹14,026 6.6 8.4 10 20.3 17.9 4.1 Motilal Oswal Midcap 30 Fund Growth ₹100.253
↑ 0.39 ₹37,474 10.2 8.9 -1.6 19.2 21.7 -12.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Jul 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Invesco India Mid Cap Fund ICICI Prudential MidCap Fund Edelweiss Mid Cap Fund Sundaram Mid Cap Fund Motilal Oswal Midcap 30 Fund Point 1 Bottom quartile AUM (₹13,767 Cr). Bottom quartile AUM (₹7,846 Cr). Upper mid AUM (₹17,748 Cr). Lower mid AUM (₹14,026 Cr). Highest AUM (₹37,474 Cr). Point 2 Established history (19+ yrs). Established history (21+ yrs). Established history (18+ yrs). Oldest track record among peers (24 yrs). Established history (12+ yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Top rated. Rating: 3★ (lower mid). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 19.19% (upper mid). 5Y return: 17.12% (bottom quartile). 5Y return: 17.97% (lower mid). 5Y return: 17.87% (bottom quartile). 5Y return: 21.68% (top quartile). Point 6 3Y return: 24.06% (top quartile). 3Y return: 21.81% (upper mid). 3Y return: 21.55% (lower mid). 3Y return: 20.33% (bottom quartile). 3Y return: 19.20% (bottom quartile). Point 7 1Y return: 10.22% (upper mid). 1Y return: 14.01% (top quartile). 1Y return: 9.21% (bottom quartile). 1Y return: 9.97% (lower mid). 1Y return: -1.65% (bottom quartile). Point 8 Alpha: 0.00 (lower mid). Alpha: 6.02 (top quartile). Alpha: -1.09 (bottom quartile). Alpha: 0.71 (upper mid). Alpha: -14.72 (bottom quartile). Point 9 Sharpe: 0.19 (upper mid). Sharpe: 0.32 (top quartile). Sharpe: -0.04 (bottom quartile). Sharpe: 0.06 (lower mid). Sharpe: -0.71 (bottom quartile). Point 10 Information ratio: 0.00 (bottom quartile). Information ratio: 0.87 (top quartile). Information ratio: 0.48 (upper mid). Information ratio: 0.32 (lower mid). Information ratio: -0.25 (bottom quartile). Invesco India Mid Cap Fund
ICICI Prudential MidCap Fund
Edelweiss Mid Cap Fund
Sundaram Mid Cap Fund
Motilal Oswal Midcap 30 Fund
ਸੈਕਟਰ ਫੰਡ
ਇਹ ਉਹ ਫੰਡ ਹਨ ਜੋ ਸੈਕਟਰ ਵਿਸ਼ੇਸ਼ ਹਨ, ਮਤਲਬ ਕਿ ਉਹ ਕਿਸੇ ਖਾਸ ਸੈਕਟਰ ਜਿਵੇਂ ਕਿ ਇਨਫਰਾ, ਫਾਰਮਾ, ਬੈਂਕਿੰਗ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦੇ ਹਨ। ਇਹ ਉੱਚ-ਜੋਖਮ ਵਾਲੇ ਫੰਡ ਹਨ, ਇਹ ਤੁਹਾਡੇ ਪੈਸੇ ਨੂੰ ਦੁੱਗਣਾ ਜਾਂ ਪਰੇਸ਼ਾਨ ਕਰ ਸਕਦੇ ਹਨ। ਇਸ ਲਈ, ਨਿਵੇਸ਼ਕ ਜਿਨ੍ਹਾਂ ਨੂੰ ਸੈਕਟਰ ਦੇ ਭਵਿੱਖ ਦੇ ਵਿਕਾਸ ਬਾਰੇ ਜਾਣਕਾਰੀ ਹੈ ਜਿਸ ਵਿੱਚ ਉਹ ਨਿਵੇਸ਼ ਕਰਨਾ ਚਾਹੁੰਦਾ ਹੈ, ਨੂੰ ਸਿਰਫ ਇਹਨਾਂ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਨੂੰ ਤਰਜੀਹ ਦੇਣੀ ਚਾਹੀਦੀ ਹੈ।
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) DSP Natural Resources and New Energy Fund Growth ₹106.327
↑ 0.33 ₹2,401 -4.7 0.4 18.3 19.2 15 17.5 BOI AXA Manufacturing and Infrastructure Fund Growth ₹66.6
↑ 0.16 ₹837 6.1 15 17.9 22.3 20.3 7.8 SBI Healthcare Opportunities Fund Growth ₹513.305
↑ 1.98 ₹4,998 16.9 26.5 16.3 23.1 17 -3.5 DSP India T.I.G.E.R Fund Growth ₹359.538
↑ 2.49 ₹6,264 4.5 16.6 15.1 21.2 21.6 -2.5 UTI Transportation & Logistics Fund Growth ₹300.36
↑ 3.32 ₹3,962 10.7 6.5 14 18.7 20.3 19.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Jul 26 Research Highlights & Commentary of 5 Funds showcased
Commentary DSP Natural Resources and New Energy Fund BOI AXA Manufacturing and Infrastructure Fund SBI Healthcare Opportunities Fund DSP India T.I.G.E.R Fund UTI Transportation & Logistics Fund Point 1 Bottom quartile AUM (₹2,401 Cr). Bottom quartile AUM (₹837 Cr). Upper mid AUM (₹4,998 Cr). Highest AUM (₹6,264 Cr). Lower mid AUM (₹3,962 Cr). Point 2 Established history (18+ yrs). Established history (16+ yrs). Established history (21+ yrs). Oldest track record among peers (22 yrs). Established history (22+ yrs). Point 3 Top rated. Not Rated. Rating: 2★ (bottom quartile). Rating: 4★ (upper mid). Rating: 3★ (lower mid). Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Point 5 5Y return: 14.99% (bottom quartile). 5Y return: 20.28% (upper mid). 5Y return: 16.97% (bottom quartile). 5Y return: 21.62% (top quartile). 5Y return: 20.25% (lower mid). Point 6 3Y return: 19.21% (bottom quartile). 3Y return: 22.25% (upper mid). 3Y return: 23.13% (top quartile). 3Y return: 21.24% (lower mid). 3Y return: 18.66% (bottom quartile). Point 7 1Y return: 18.33% (top quartile). 1Y return: 17.88% (upper mid). 1Y return: 16.28% (lower mid). 1Y return: 15.10% (bottom quartile). 1Y return: 14.00% (bottom quartile). Point 8 Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 2.23 (top quartile). Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 9 Sharpe: 0.72 (top quartile). Sharpe: 0.53 (lower mid). Sharpe: 0.59 (upper mid). Sharpe: 0.44 (bottom quartile). Sharpe: 0.12 (bottom quartile). Point 10 Information ratio: 0.00 (top quartile). Information ratio: 0.00 (upper mid). Information ratio: -0.17 (bottom quartile). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). DSP Natural Resources and New Energy Fund
BOI AXA Manufacturing and Infrastructure Fund
SBI Healthcare Opportunities Fund
DSP India T.I.G.E.R Fund
UTI Transportation & Logistics Fund
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ਵਿਵਿਧ ਫੰਡ ਜਾਂ ਮਲਟੀ ਕੈਪ ਫੰਡ
ਇਹ ਫੰਡ ਸਾਰੇ ਖੇਤਰਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦੇ ਹਨਬਜ਼ਾਰ ਕੈਪ- ਲਾਰਜ ਕੈਪ, ਮਿਡ ਅਤੇ ਸਮਾਲ ਕੈਪ ਫੰਡ। ਇਸਦੀ ਨਿਵੇਸ਼ ਤਕਨੀਕ ਦੇ ਕਾਰਨ, ਉਹ ਪੋਰਟਫੋਲੀਓ ਨੂੰ ਸੰਤੁਲਿਤ ਕਰਨ ਵਿੱਚ ਮਾਹਰ ਹਨ. ਜਿਸ ਕਾਰਨ ਖਤਰਾ ਮੱਧਮ ਹੁੰਦਾ ਹੈ। ਜੇਕਰ ਇੱਕ ਫੰਡ ਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਿੱਚ ਅਸਫਲ ਰਹਿੰਦਾ ਹੈ, ਤਾਂ ਦੂਸਰੇ ਪੋਰਟਫੋਲੀਓ ਨੂੰ ਸੰਤੁਲਿਤ ਕਰਨ ਲਈ ਮੌਜੂਦ ਹਨ। ਨਿਵੇਸ਼ਕਾਂ ਨੂੰ ਆਦਰਸ਼ਕ ਤੌਰ 'ਤੇ ਘੱਟੋ-ਘੱਟ 5 ਸਾਲ ਅਤੇ ਇਸ ਤੋਂ ਵੱਧ ਲਈ ਨਿਵੇਸ਼ ਕਰਨਾ ਚਾਹੀਦਾ ਹੈ।
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Aditya Birla Sun Life Manufacturing Equity Fund Growth ₹38.44
↑ 0.31 ₹1,229 8.9 19.7 21.8 19.7 14.4 3.5 Motilal Oswal Multicap 35 Fund Growth ₹61.5094
↑ 0.31 ₹13,294 10.5 7 -0.3 18.7 12.4 -5.6 BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01 ₹588 -4.6 -2.6 19.3 17.3 13.6 Mahindra Badhat Yojana Growth ₹38.4617
↑ 0.10 ₹6,926 6.7 9 8.7 16.8 15.3 3.4 ICICI Prudential Multicap Fund Growth ₹858.09
↑ 6.67 ₹18,194 5.2 9.7 8.1 16.5 15.3 5.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Jul 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Aditya Birla Sun Life Manufacturing Equity Fund Motilal Oswal Multicap 35 Fund BNP Paribas Multi Cap Fund Mahindra Badhat Yojana ICICI Prudential Multicap Fund Point 1 Bottom quartile AUM (₹1,229 Cr). Upper mid AUM (₹13,294 Cr). Bottom quartile AUM (₹588 Cr). Lower mid AUM (₹6,926 Cr). Highest AUM (₹18,194 Cr). Point 2 Established history (11+ yrs). Established history (12+ yrs). Established history (20+ yrs). Established history (9+ yrs). Oldest track record among peers (31 yrs). Point 3 Not Rated. Top rated. Rating: 4★ (upper mid). Not Rated. Rating: 3★ (lower mid). Point 4 Risk profile: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 14.39% (lower mid). 5Y return: 12.41% (bottom quartile). 5Y return: 13.57% (bottom quartile). 5Y return: 15.32% (top quartile). 5Y return: 15.29% (upper mid). Point 6 3Y return: 19.72% (top quartile). 3Y return: 18.75% (upper mid). 3Y return: 17.28% (lower mid). 3Y return: 16.76% (bottom quartile). 3Y return: 16.48% (bottom quartile). Point 7 1Y return: 21.76% (top quartile). 1Y return: -0.33% (bottom quartile). 1Y return: 19.34% (upper mid). 1Y return: 8.75% (lower mid). 1Y return: 8.11% (bottom quartile). Point 8 Alpha: 0.00 (lower mid). Alpha: -7.36 (bottom quartile). Alpha: 0.00 (bottom quartile). Alpha: 4.46 (upper mid). Alpha: 6.49 (top quartile). Point 9 Sharpe: 0.54 (upper mid). Sharpe: -0.74 (bottom quartile). Sharpe: 2.86 (top quartile). Sharpe: 0.01 (bottom quartile). Sharpe: 0.09 (lower mid). Point 10 Information ratio: 0.00 (bottom quartile). Information ratio: 0.53 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.64 (top quartile). Information ratio: 0.61 (upper mid). Aditya Birla Sun Life Manufacturing Equity Fund
Motilal Oswal Multicap 35 Fund
BNP Paribas Multi Cap Fund
Mahindra Badhat Yojana
ICICI Prudential Multicap Fund
ਵੱਡੇ ਕੈਪ ਫੰਡ
ਇਹ ਉਹ ਫੰਡ ਹਨ ਜੋ ਭਾਰਤ ਵਿੱਚ ਵੱਡੀਆਂ-ਵੱਡੀਆਂ ਕੰਪਨੀਆਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦੇ ਹਨ। ਇਹ ਉਹ ਫਰਮਾਂ ਹਨ ਜੋ ਉਦਯੋਗ ਵਿੱਚ ਲੀਡਰ ਹਨ ਅਤੇ ਇਸਦੇ ਸਥਿਰ ਰਿਟਰਨ ਲਈ ਜਾਣੀਆਂ ਜਾਂਦੀਆਂ ਹਨ। ਜਿਵੇਂ ਕਿ, ਵੱਡੇ-ਕੈਪ ਫੰਡ ਵੱਡੀਆਂ ਕੰਪਨੀਆਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦੇ ਹਨ ਉਹ ਮੱਧ ਅਤੇ ਛੋਟੇ ਕੈਪਸ ਨਾਲੋਂ ਘੱਟ ਜੋਖਮ ਵਾਲੇ ਹੁੰਦੇ ਹਨ। ਪਰ, ਇੱਕ ਇਕੁਇਟੀ ਫੰਡ ਹੋਣ ਦੇ ਨਾਤੇ, ਇਸਦਾ ਜੋਖਮ ਹਮੇਸ਼ਾ ਹੁੰਦਾ ਹੈ। ਨਿਵੇਸ਼ਕ ਜੋ ਦਰਮਿਆਨੇ ਤੋਂ ਉੱਚ ਪੱਧਰ ਦੇ ਜੋਖਮ ਨੂੰ ਝੱਲ ਸਕਦੇ ਹਨ ਅਤੇ 5 ਸਾਲ ਅਤੇ ਇਸ ਤੋਂ ਵੱਧ ਲਈ ਨਿਵੇਸ਼ ਕਰ ਸਕਦੇ ਹਨ, ਉਹ ਇਹਨਾਂ ਸਕੀਮਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰ ਸਕਦੇ ਹਨ।
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Nippon India Large Cap Fund Growth ₹90.5135
↑ 0.23 ₹53,227 2.1 -0.8 0.4 11.9 14.9 9.2 ICICI Prudential Bluechip Fund Growth ₹109.76
↑ 0.34 ₹79,421 2.9 -1.8 0 12.1 13.2 11.3 HDFC Top 100 Fund Growth ₹1,146.99
↑ 6.51 ₹39,024 5.1 0 1.5 10.3 12.9 7.9 IDBI India Top 100 Equity Fund Growth ₹44.16
↑ 0.05 ₹655 9.2 12.5 15.4 21.9 12.6 Invesco India Largecap Fund Growth ₹72.47
↑ 0.57 ₹1,847 7.5 5 5.9 13.5 12.1 5.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Jul 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Nippon India Large Cap Fund ICICI Prudential Bluechip Fund HDFC Top 100 Fund IDBI India Top 100 Equity Fund Invesco India Largecap Fund Point 1 Upper mid AUM (₹53,227 Cr). Highest AUM (₹79,421 Cr). Lower mid AUM (₹39,024 Cr). Bottom quartile AUM (₹655 Cr). Bottom quartile AUM (₹1,847 Cr). Point 2 Established history (18+ yrs). Established history (18+ yrs). Oldest track record among peers (29 yrs). Established history (14+ yrs). Established history (16+ yrs). Point 3 Top rated. Rating: 4★ (upper mid). Rating: 3★ (lower mid). 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. Point 5 5Y return: 14.95% (top quartile). 5Y return: 13.21% (upper mid). 5Y return: 12.86% (lower mid). 5Y return: 12.61% (bottom quartile). 5Y return: 12.12% (bottom quartile). Point 6 3Y return: 11.92% (bottom quartile). 3Y return: 12.13% (lower mid). 3Y return: 10.28% (bottom quartile). 3Y return: 21.88% (top quartile). 3Y return: 13.55% (upper mid). Point 7 1Y return: 0.41% (bottom quartile). 1Y return: -0.01% (bottom quartile). 1Y return: 1.47% (lower mid). 1Y return: 15.39% (top quartile). 1Y return: 5.93% (upper mid). Point 8 Alpha: 1.07 (lower mid). Alpha: -1.21 (bottom quartile). Alpha: -0.39 (bottom quartile). Alpha: 2.11 (upper mid). Alpha: 3.75 (top quartile). Point 9 Sharpe: -0.43 (lower mid). Sharpe: -0.55 (bottom quartile). Sharpe: -0.49 (bottom quartile). Sharpe: 1.09 (top quartile). Sharpe: -0.25 (upper mid). Point 10 Information ratio: 0.98 (top quartile). Information ratio: 0.85 (upper mid). Information ratio: 0.08 (bottom quartile). Information ratio: 0.14 (bottom quartile). Information ratio: 0.82 (lower mid). Nippon India Large Cap Fund
ICICI Prudential Bluechip Fund
HDFC Top 100 Fund
IDBI India Top 100 Equity Fund
Invesco India Largecap Fund
To generate capital appreciation and income distribution to unit holders by investing predominantly in equity/equity related securities of the companies belonging to the infrastructure development and balance in debt securities and money market instruments. Below is the key information for ICICI Prudential Infrastructure Fund Returns up to 1 year are on The objective of the scheme would be 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 of domestic Public Sector Undertakings and in debt and money market instruments issued by PSUs AND others. Research Highlights for SBI PSU Fund Below is the key information for SBI PSU Fund Returns up to 1 year are on The investment objective of the scheme is to provide long term growth from a portfolio of equity / equity related instruments of companies engaged either directly or indirectly in the infrastructure sector. Research Highlights for LIC MF Infrastructure Fund Below is the key information for LIC MF Infrastructure Fund Returns up to 1 year are on "The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of MLIIF - WGF. The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or units of money market/liquid schemes of DSP Merrill Lynch Mutual Fund, in order to meet liquidity requirements from time to time. However, there is no assurance that the investment objective of the Scheme will be realized." Research Highlights for DSP World Gold Fund Below is the key information for DSP World Gold Fund Returns up to 1 year are on (Erstwhile Reliance Diversified Power Sector Fund) The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies in the power sector. Research Highlights for Nippon India Power and Infra Fund Below is the key information for Nippon India Power and Infra Fund Returns up to 1 year are on 1. ICICI Prudential Infrastructure Fund
ICICI Prudential Infrastructure Fund
Growth Launch Date 31 Aug 05 NAV (31 Jul 26) ₹202.51 ↑ 0.83 (0.41 %) Net Assets (Cr) ₹8,550 on 30 Jun 26 Category Equity - Sectoral AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk High Expense Ratio 1.89 Sharpe Ratio -0.07 Information Ratio 0 Alpha Ratio 0 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 ₹11,961 31 Jul 23 ₹16,935 31 Jul 24 ₹27,533 31 Jul 25 ₹26,878 Returns for ICICI Prudential Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Jul 26 Duration Returns 1 Month -0.8% 3 Month 1.1% 6 Month 5.4% 1 Year 4.6% 3 Year 18.4% 5 Year 23% 10 Year 15 Year Since launch 15.5% Historical performance (Yearly) on absolute basis
Year Returns 2025 6.7% 2024 27.4% 2023 44.6% 2022 28.8% 2021 50.1% 2020 3.6% 2019 2.6% 2018 -14% 2017 40.8% 2016 2% Fund Manager information for ICICI Prudential Infrastructure Fund
Name Since Tenure Ihab Dalwai 3 Jun 17 9.08 Yr. Sharmila D’mello 30 Jun 22 4.01 Yr. Data below for ICICI Prudential Infrastructure Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Industrials 47.57% Financial Services 10.57% Utility 10.32% Basic Materials 9.74% Real Estate 8.09% Energy 5.04% Consumer Cyclical 1.98% Communication Services 0.09% Asset Allocation
Asset Class Value Cash 5.83% Equity 94.17% Top Securities Holdings / Portfolio
Name Holding Value Quantity InterGlobe Aviation Ltd (Industrials)
Equity, Since 28 Feb 23 | INDIGO9% ₹745 Cr 1,691,985
↑ 50,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 09 | LT7% ₹614 Cr 1,505,704 Oberoi Realty Ltd (Real Estate)
Equity, Since 31 May 23 | OBEROIRLTY4% ₹365 Cr 2,139,426 Gujarat Energy Ltd (Utilities)
Equity, Since 31 Jan 23 | GUJGASLTD4% ₹340 Cr 8,482,024
↑ 156,557 NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | NTPC4% ₹334 Cr 8,626,448 Shree Cement Ltd (Basic Materials)
Equity, Since 30 Apr 24 | SHREECEM3% ₹270 Cr 106,892
↑ 3,387 Kalpataru Projects International Ltd (Industrials)
Equity, Since 30 Sep 06 | KPIL3% ₹262 Cr 2,005,608 AIA Engineering Ltd (Industrials)
Equity, Since 28 Feb 21 | AIAENG3% ₹258 Cr 572,697 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 22 | HDFCBANK3% ₹250 Cr 3,357,506
↑ 1,057,506 Container Corporation of India Ltd (Industrials)
Equity, Since 31 Jan 16 | CONCOR3% ₹227 Cr 4,885,153 2. SBI PSU Fund
SBI PSU Fund
Growth Launch Date 7 Jul 10 NAV (31 Jul 26) ₹34.3228 ↑ 0.27 (0.79 %) Net Assets (Cr) ₹6,684 on 30 Jun 26 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆ Risk High Expense Ratio 1.89 Sharpe Ratio 0.12 Information Ratio -0.11 Alpha Ratio -0.3 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 ₹10,878 31 Jul 23 ₹15,287 31 Jul 24 ₹28,684 31 Jul 25 ₹25,557 Returns for SBI PSU Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Jul 26 Duration Returns 1 Month -0.8% 3 Month -4.4% 6 Month -1.7% 1 Year 9.6% 3 Year 22.4% 5 Year 22.9% 10 Year 15 Year Since launch 8% Historical performance (Yearly) on absolute basis
Year Returns 2025 11.3% 2024 23.5% 2023 54% 2022 29% 2021 32.4% 2020 -10% 2019 6% 2018 -23.8% 2017 21.9% 2016 16.2% Fund Manager information for SBI PSU Fund
Name Since Tenure Rohit Shimpi 1 Jun 24 2.08 Yr. Data below for SBI PSU Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Financial Services 32.54% Utility 31.22% Industrials 14.07% Energy 11.97% Basic Materials 6.94% Asset Allocation
Asset Class Value Cash 3.18% Equity 96.74% Debt 0.07% Top Securities Holdings / Portfolio
Name Holding Value Quantity State Bank of India (Financial Services)
Equity, Since 31 Jul 10 | SBIN17% ₹1,112 Cr 11,527,500
↑ 1,000,000 GAIL (India) Ltd (Utilities)
Equity, Since 31 May 24 | GAIL10% ₹628 Cr 38,150,000 NTPC Ltd (Utilities)
Equity, Since 31 Jul 10 | NTPC9% ₹597 Cr 15,443,244 Bharat Electronics Ltd (Industrials)
Equity, Since 30 Jun 24 | BEL9% ₹583 Cr 14,185,000
↑ 800,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jul 10 | POWERGRID9% ₹579 Cr 19,935,554 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 20 | ONGC6% ₹389 Cr 14,655,000 Bank of Baroda (Financial Services)
Equity, Since 31 Aug 24 | BANKBARODA5% ₹352 Cr 13,100,000 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 24 | BPCL4% ₹289 Cr 9,700,000 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Jun 25 | BHEL4% ₹271 Cr 6,500,000 NMDC Ltd (Basic Materials)
Equity, Since 31 Oct 23 | NMDC4% ₹245 Cr 27,900,000 3. LIC MF Infrastructure Fund
LIC MF Infrastructure Fund
Growth Launch Date 29 Feb 08 NAV (31 Jul 26) ₹54.5662 ↑ 0.75 (1.39 %) Net Assets (Cr) ₹1,137 on 30 Jun 26 Category Equity - Sectoral AMC LIC Mutual Fund Asset Mgmt Co Ltd Rating Risk High Expense Ratio 2.21 Sharpe Ratio 0.22 Information Ratio 0.58 Alpha Ratio 8.41 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 21 ₹10,000 31 Jul 22 ₹11,519 31 Jul 23 ₹14,236 31 Jul 24 ₹26,350 31 Jul 25 ₹25,021 Returns for LIC MF Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Jul 26 Duration Returns 1 Month -0.9% 3 Month 5.3% 6 Month 14.5% 1 Year 9.8% 3 Year 24.5% 5 Year 22.4% 10 Year 15 Year Since launch 9.7% Historical performance (Yearly) on absolute basis
Year Returns 2025 -3.7% 2024 47.8% 2023 44.4% 2022 7.9% 2021 46.6% 2020 -0.1% 2019 13.3% 2018 -14.6% 2017 42.2% 2016 -2.2% Fund Manager information for LIC MF Infrastructure Fund
Name Since Tenure Sumit Bhatnagar 7 Apr 26 0.23 Yr. Mahesh Bendre 1 Jul 24 2 Yr. Data below for LIC MF Infrastructure Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Industrials 37.05% Consumer Cyclical 20.88% Basic Materials 12.42% Utility 11.88% Communication Services 5.02% Financial Services 3.98% Real Estate 1.97% Health Care 1.89% Technology 1.08% Asset Allocation
Asset Class Value Cash 3.82% Equity 96.18% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Apr 09 | LT4% ₹44 Cr 106,968
↓ -10,884 Garware Hi-Tech Films Ltd (Basic Materials)
Equity, Since 31 Aug 23 | 5006554% ₹40 Cr 65,325
↓ -7,684 Tata Motors Passenger Vehicles Ltd (Consumer Cyclical)
Equity, Since 28 Feb 26 | TMPV4% ₹39 Cr 982,891
↓ -332,760 Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 Oct 25 | TMCV4% ₹39 Cr 1,015,933
↑ 26,983 Tata Power Co Ltd (Utilities)
Equity, Since 29 Feb 24 | TATAPOWER3% ₹36 Cr 861,040
↑ 524,312 KSH International Ltd (Industrials)
Equity, Since 31 Dec 25 | KSHINTL3% ₹34 Cr 432,816
↑ 6,280 Siemens Energy India Ltd (Utilities)
Equity, Since 31 Aug 25 | ENRIN3% ₹34 Cr 87,106
↑ 24,800 JSW Infrastructure Ltd (Industrials)
Equity, Since 30 Apr 26 | JSWINFRA3% ₹31 Cr 1,133,858
↑ 745,681 Carraro India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 24 | CARRARO3% ₹31 Cr 572,991 Bharat Dynamics Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jan 26 | BDL3% ₹29 Cr 242,954
↑ 157,744 4. DSP World Gold Fund
DSP World Gold Fund
Growth Launch Date 14 Sep 07 NAV (30 Jul 26) ₹50.4247 ↑ 1.63 (3.33 %) Net Assets (Cr) ₹1,433 on 30 Jun 26 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk High Expense Ratio 1.41 Sharpe Ratio 1.22 Information Ratio -0.5 Alpha Ratio 2.12 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Jul 21 ₹10,000 31 Jul 22 ₹7,373 31 Jul 23 ₹9,366 31 Jul 24 ₹11,150 31 Jul 25 ₹16,504 Returns for DSP World Gold Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Jul 26 Duration Returns 1 Month 2.3% 3 Month -12.7% 6 Month -17.8% 1 Year 62.8% 3 Year 43.6% 5 Year 22.1% 10 Year 15 Year Since launch 8.9% Historical performance (Yearly) on absolute basis
Year Returns 2025 167.1% 2024 15.9% 2023 7% 2022 -7.7% 2021 -9% 2020 31.4% 2019 35.1% 2018 -10.7% 2017 -4% 2016 52.7% Fund Manager information for DSP World Gold Fund
Name Since Tenure Kaivalya Nadkarni 1 May 25 1.17 Yr. Data below for DSP World Gold Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Basic Materials 94.47% Asset Allocation
Asset Class Value Cash 3.62% Equity 94.47% Debt 0% Other 1.91% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF World Gold I2
Investment Fund | -68% ₹1,141 Cr 1,005,044 VanEck Gold Miners ETF
- | GDX29% ₹490 Cr 573,719 Treps / Reverse Repo Investments
CBLO/Reverse Repo | -3% ₹54 Cr Net Receivables/Payables
Net Current Assets | -0% -₹6 Cr 5. Nippon India Power and Infra Fund
Nippon India Power and Infra Fund
Growth Launch Date 8 May 04 NAV (31 Jul 26) ₹381.086 ↑ 3.66 (0.97 %) Net Assets (Cr) ₹8,043 on 30 Jun 26 Category Equity - Sectoral AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 1.85 Sharpe Ratio 0.24 Information Ratio 0.56 Alpha Ratio 8.81 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 ₹10,666 31 Jul 23 ₹15,659 31 Jul 24 ₹26,918 31 Jul 25 ₹24,246 Returns for Nippon India Power and Infra Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Jul 26 Duration Returns 1 Month -0.8% 3 Month 0.6% 6 Month 14% 1 Year 11.4% 3 Year 19.9% 5 Year 22% 10 Year 15 Year Since launch 17.8% Historical performance (Yearly) on absolute basis
Year Returns 2025 -0.5% 2024 26.9% 2023 58% 2022 10.9% 2021 48.9% 2020 10.8% 2019 -2.9% 2018 -21.1% 2017 61.7% 2016 0.1% Fund Manager information for Nippon India Power and Infra Fund
Name Since Tenure Kinjal Desai 25 May 18 8.11 Yr. Rahul Modi 19 Aug 24 1.87 Yr. Amber Singhania 11 Mar 26 0.31 Yr. Data below for Nippon India Power and Infra Fund as on 30 Jun 26
Equity Sector Allocation
Sector Value Industrials 34.92% Utility 22.36% Consumer Cyclical 11.45% Energy 9.18% Basic Materials 6.78% Technology 4.51% Financial Services 4.09% Communication Services 2.39% Real Estate 1.47% Health Care 1.24% Asset Allocation
Asset Class Value Cash 1.59% Equity 98.41% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE8% ₹616 Cr 4,660,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 07 | LT7% ₹557 Cr 1,366,958
↑ 20,000 NTPC Ltd (Utilities)
Equity, Since 31 May 09 | NTPC6% ₹487 Cr 12,600,000
↓ -554,060 NTPC Green Energy Ltd (Utilities)
Equity, Since 30 Nov 24 | NTPCGREEN4% ₹296 Cr 28,594,584
↑ 2,403,505 Tata Power Co Ltd (Utilities)
Equity, Since 30 Apr 23 | TATAPOWER3% ₹246 Cr 5,850,789
↓ -100,000 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 24 | BHEL3% ₹242 Cr 5,800,000
↓ -1,148,468 Triveni Turbine Ltd (Industrials)
Equity, Since 30 Jun 25 | TRITURBINE3% ₹237 Cr 3,193,288
↑ 120,000 Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Oct 24 | PFC3% ₹198 Cr 4,620,000
↑ 720,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 18 | BHARTIARTL2% ₹188 Cr 1,030,000
↑ 180,000 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 30 Sep 24 | CGPOWER2% ₹174 Cr 1,893,400
↓ -276,614
ਉੱਚ ਜੋਖਮ ਵਾਲੇ ਨਿਵੇਸ਼ਾਂ ਵਿੱਚ ਇੱਕ SIP ਰੂਟ ਲੈਣਾ ਇੱਕ ਸਮਾਰਟ ਵਿਕਲਪ ਕਿਉਂ ਹੈ?
ਇੱਕ ਪ੍ਰਣਾਲੀਗਤਨਿਵੇਸ਼ ਯੋਜਨਾ (SIP) ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਦਾ ਇੱਕ ਕੁਸ਼ਲ ਢੰਗ ਹੈ, ਖਾਸ ਕਰਕੇ ਇਕੁਇਟੀ ਫੰਡਾਂ ਵਿੱਚ। ਇੱਕ SIP ਇੱਕ ਦੀ ਇਜਾਜ਼ਤ ਦਿੰਦਾ ਹੈਨਿਵੇਸ਼ਕ ਸਕੀਮ ਵਿੱਚ ਨਿਯਮਤ ਤੌਰ 'ਤੇ ਇੱਕ ਨਿਸ਼ਚਿਤ ਰਕਮ ਦਾ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ। SIPs ਦਾ ਇੱਕ ਮਹੱਤਵਪੂਰਨ ਲਾਭ ਇਹ ਹੈ ਕਿ ਇਹ ਰੁਪਏ ਦੀ ਔਸਤ ਲਾਗਤ ਵਿੱਚ ਮਦਦ ਕਰਦਾ ਹੈ। ਜਦੋਂ ਤੁਸੀਂ ਬਜ਼ਾਰ ਦੀਆਂ ਸਥਿਤੀਆਂ ਦੀ ਪਰਵਾਹ ਕੀਤੇ ਬਿਨਾਂ, ਸਮੇਂ ਦੀ ਇੱਕ ਮਿਆਦ ਵਿੱਚ ਨਿਯਮਿਤ ਤੌਰ 'ਤੇ ਨਿਵੇਸ਼ ਕਰਦੇ ਹੋ, ਤਾਂ ਤੁਹਾਨੂੰ ਮਾਰਕੀਟ ਘੱਟ ਹੋਣ 'ਤੇ ਵਧੇਰੇ ਯੂਨਿਟਾਂ ਅਤੇ ਜਦੋਂ ਮਾਰਕੀਟ ਉੱਚੀ ਹੁੰਦੀ ਹੈ ਤਾਂ ਘੱਟ ਇਕਾਈਆਂ ਪ੍ਰਾਪਤ ਹੁੰਦੀਆਂ ਹਨ। ਇਹ ਤੁਹਾਡੀਆਂ ਮਿਉਚੁਅਲ ਫੰਡ ਇਕਾਈਆਂ ਦੀ ਖਰੀਦ ਲਾਗਤ ਨੂੰ ਔਸਤ ਕਰਦਾ ਹੈ।
ਦੂਜਾ ਫਾਇਦਾ ਹੈਮਿਸ਼ਰਿਤ ਕਰਨ ਦੀ ਸ਼ਕਤੀ. ਜਦੋਂ ਤੁਸੀਂ ਲੰਬੇ ਸਮੇਂ ਲਈ ਨਿਵੇਸ਼ ਕਰਦੇ ਹੋ ਤਾਂ ਤੁਹਾਡਾ ਪੈਸਾ ਵਧਣਾ ਸ਼ੁਰੂ ਹੋ ਜਾਂਦਾ ਹੈ। ਇਕੱਠਾ ਹੋਇਆ ਕਾਰਪਸ ਮਾਰਕੀਟ ਵਿੱਚ ਦੁਬਾਰਾ ਨਿਵੇਸ਼ ਕੀਤਾ ਜਾਂਦਾ ਹੈ ਅਤੇ ਤੁਸੀਂ ਆਪਣੇ ਨਿਵੇਸ਼ ਦੁਆਰਾ ਪ੍ਰਾਪਤ ਕੀਤੇ ਰਿਟਰਨ 'ਤੇ ਰਿਟਰਨ ਕਮਾਉਂਦੇ ਹੋ। ਇਹ ਇੱਕ ਵੱਡਾ ਕਾਰਪਸ ਬਣਾਉਣ ਵਿੱਚ ਮਦਦ ਕਰਦਾ ਹੈ ਜੋ ਨਿਯਮਤ ਛੋਟੇ ਨਿਵੇਸ਼ਾਂ ਨਾਲ ਤੁਹਾਡੇ ਲੰਬੇ ਸਮੇਂ ਦੇ ਟੀਚਿਆਂ ਨੂੰ ਪ੍ਰਾਪਤ ਕਰਨ ਵਿੱਚ ਤੁਹਾਡੀ ਮਦਦ ਕਰ ਸਕਦਾ ਹੈ।
SIP ਦੇ ਕੁਝ ਹੋਰ ਫਾਇਦੇ ਹਨ:
- ਘੱਟੋ-ਘੱਟ ਨਿਵੇਸ਼ INR 500 ਨਾਲ ਸ਼ੁਰੂ ਹੁੰਦਾ ਹੈ
- ਲੰਬੇ ਸਮੇਂ ਦੀ ਬੱਚਤ ਦੀ ਆਦਤ ਬਣਾਉਂਦਾ ਹੈ
- ਲੰਬੇ ਸਮੇਂ ਦੇ ਜੋਖਮ ਨੂੰ ਘਟਾਉਂਦਾ ਹੈ
- ਟੀਚੇ ਅਨੁਸਾਰ ਨਿਵੇਸ਼ ਕਰਨ ਵਿੱਚ ਮਦਦ ਕਰਦਾ ਹੈ
ਉੱਚ ਜੋਖਮ ਵਾਲੇ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਿਵੇਂ ਕਰੀਏ?
Fincash.com 'ਤੇ ਜੀਵਨ ਭਰ ਲਈ ਮੁਫਤ ਨਿਵੇਸ਼ ਖਾਤਾ ਖੋਲ੍ਹੋ।
ਆਪਣੀ ਰਜਿਸਟ੍ਰੇਸ਼ਨ ਅਤੇ ਕੇਵਾਈਸੀ ਪ੍ਰਕਿਰਿਆ ਨੂੰ ਪੂਰਾ ਕਰੋ
ਦਸਤਾਵੇਜ਼ (ਪੈਨ, ਆਧਾਰ, ਆਦਿ) ਅੱਪਲੋਡ ਕਰੋ।ਅਤੇ, ਤੁਸੀਂ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਤਿਆਰ ਹੋ!
ਇਹ ਯਕੀਨੀ ਬਣਾਉਣ ਲਈ ਸਾਰੇ ਯਤਨ ਕੀਤੇ ਗਏ ਹਨ ਕਿ ਇੱਥੇ ਦਿੱਤੀ ਗਈ ਜਾਣਕਾਰੀ ਸਹੀ ਹੈ। ਹਾਲਾਂਕਿ, ਡੇਟਾ ਦੀ ਸ਼ੁੱਧਤਾ ਬਾਰੇ ਕੋਈ ਗਾਰੰਟੀ ਨਹੀਂ ਦਿੱਤੀ ਗਈ ਹੈ। ਕਿਰਪਾ ਕਰਕੇ ਕੋਈ ਵੀ ਨਿਵੇਸ਼ ਕਰਨ ਤੋਂ ਪਹਿਲਾਂ ਸਕੀਮ ਜਾਣਕਾਰੀ ਦਸਤਾਵੇਜ਼ ਨਾਲ ਤਸਦੀਕ ਕਰੋ।
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Research Highlights for ICICI Prudential Infrastructure Fund