+91-22-489139098 ਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੇ ਫੋਕਸਡ ਫੰਡ 2022
ਸਟਾਕਾਂ ਦੀ ਚੋਣ ਕਰਨ ਵਿੱਚ ਉਹਨਾਂ ਦੀ ਯੋਜਨਾਬੱਧ ਪਹੁੰਚ ਦੇ ਕਾਰਨ ਫੋਕਸਡ ਫੰਡ ਪ੍ਰਸਿੱਧ ਹੋ ਰਹੇ ਹਨ। ਇਹ ਫੰਡ ਦੁਆਰਾ ਉੱਚ ਰਿਟਰਨ ਲਈ ਉਦੇਸ਼ਨਿਵੇਸ਼ ਸੀਮਤ ਸਟਾਕ ਵਿੱਚ. ਪਰ, ਇਸ ਤੋਂ ਪਹਿਲਾਂ ਕਿ ਅਸੀਂ ਸਭ ਤੋਂ ਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੇ ਫੋਕਸਡ ਫੰਡਾਂ ਦੀ ਸੂਚੀ ਵਿੱਚ ਛਾਲ ਮਾਰੀਏ, ਆਓ ਪਹਿਲਾਂ ਇਸ ਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮ ਦੇ ਉਦੇਸ਼ ਅਤੇ ਉਦੇਸ਼ ਨੂੰ ਸਮਝੀਏ।
ਫੋਕਸਡ ਫੰਡ ਕੀ ਹਨ?
ਫੋਕਸਡ ਫੰਡ ਇੱਕ ਕਿਸਮ ਦੇ ਹੁੰਦੇ ਹਨਇਕੁਇਟੀ ਫੰਡ ਜੋ ਕਿ ਸੀਮਤ ਗਿਣਤੀ ਦੇ ਸਟਾਕਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦਾ ਹੈ। ਇਹ ਫੰਡ ਵੱਡੇ-ਕੈਪ, ਮੱਧ, ਛੋਟੇ ਜਾਂ ਮਲਟੀ ਕੈਪ ਸਟਾਕਾਂ 'ਤੇ ਕੇਂਦ੍ਰਤ ਕਰਦੇ ਹਨ। ਭਾਰਤ ਦੇ ਸੁਰੱਖਿਆ ਅਤੇ ਐਕਸਚੇਂਜ ਦੇ ਅਨੁਸਾਰ (ਸੇਬੀ), ਇੱਕ ਫੋਕਸਡ ਫੰਡ ਘੱਟੋ-ਘੱਟ 30 ਸਟਾਕਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰ ਸਕਦਾ ਹੈ। ਇੱਕ ਫੋਕਸਡ ਫੰਡ ਸਕੀਮ ਆਪਣੀ ਕੁੱਲ ਜਾਇਦਾਦ ਦਾ ਘੱਟੋ-ਘੱਟ 60 ਪ੍ਰਤੀਸ਼ਤ ਇਕੁਇਟੀ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰ ਸਕਦੀ ਹੈ।
ਸੀਮਤ ਗਿਣਤੀ ਵਿੱਚ ਗੁਣਵੱਤਾ ਵਾਲੀਆਂ ਕੰਪਨੀਆਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਕੇ ਜਿਨ੍ਹਾਂ ਵਿੱਚ ਵਿਕਾਸ ਦੀ ਸੰਭਾਵਨਾ ਹੈ, ਫੋਕਸਡ ਫੰਡਾਂ ਦਾ ਉਦੇਸ਼ ਉੱਚ ਰਿਟਰਨ ਪ੍ਰਦਾਨ ਕਰਨਾ ਹੈ। ਇਹ ਫੰਡ ਮਾਤਰਾ ਨਾਲੋਂ ਗੁਣਵੱਤਾ 'ਤੇ ਜ਼ੋਰ ਦਿੰਦੇ ਹਨ। ਵੱਡੀ ਗਿਣਤੀ ਵਿੱਚ ਹੋਲਡਿੰਗਜ਼ ਵਿੱਚ ਵਿਭਿੰਨਤਾ ਕਰਨ ਦੀ ਬਜਾਏ, ਫੋਕਸਡ ਫੰਡਾਂ ਦੇ ਫੰਡ ਮੈਨੇਜਰ ਉਹਨਾਂ ਸਟਾਕਾਂ ਨੂੰ ਰੱਖਣ ਨੂੰ ਤਰਜੀਹ ਦਿੰਦੇ ਹਨ ਜਿਹਨਾਂ ਵਿੱਚ ਸਭ ਤੋਂ ਵੱਧ ਭਰੋਸਾ ਹੁੰਦਾ ਹੈ। ਇਹ ਫੰਡ ਜੋ ਪ੍ਰਤੀਭੂਤੀਆਂ ਖਰੀਦਦੇ ਹਨ ਉਹਨਾਂ ਦੀ ਆਮ ਤੌਰ 'ਤੇ ਚੰਗੀ ਤਰ੍ਹਾਂ ਖੋਜ ਕੀਤੀ ਜਾਂਦੀ ਹੈ।
ਇਹਨਾਂ ਫੰਡਾਂ ਦੇ ਨੁਕਸਾਨਾਂ ਵਿੱਚੋਂ ਇੱਕ ਇਹ ਹੈ ਕਿ ਉਹਨਾਂ ਵਿੱਚ ਵਿਭਿੰਨਤਾ ਦੀ ਘਾਟ ਹੈ, ਇਸ ਤਰ੍ਹਾਂ ਹੋਰਾਂ ਦੇ ਮੁਕਾਬਲੇ ਬਹੁਤ ਜ਼ਿਆਦਾ ਜੋਖਮ ਦਾ ਸਾਹਮਣਾ ਕਰਨਾ ਪੈਂਦਾ ਹੈ।ਮਿਉਚੁਅਲ ਫੰਡ.
ਫੋਕਸਡ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਦੇ ਲਾਭ
ਜਿਵੇਂ ਕਿ ਫੋਕਸਡ ਫੰਡ ਸੀਮਤ ਸਟਾਕਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦੇ ਹਨ, ਉਹ ਬਹੁਤ ਵਿਧੀਗਤ ਹੁੰਦੇ ਹਨ। ਇਹ ਫੰਡ ਸਭ ਤੋਂ ਵਧੀਆ ਸੰਭਾਵੀ ਨਿਵੇਸ਼ਾਂ ਦੀ ਚੋਣ ਕਰਨ ਦੀ ਕੋਸ਼ਿਸ਼ ਕਰਦੇ ਹਨ ਜੋ ਨਿਵੇਸ਼ਕਾਂ ਦੇ ਹੱਕ ਵਿੱਚ ਕੰਮ ਕਰ ਸਕਦੇ ਹਨ। ਫੋਕਸਡ ਫੰਡ ਦਾ ਪੂਰਾ ਉਦੇਸ਼ ਸਹੀ ਸਟਾਕ ਨਾਲ ਬਲਦ ਆਈ ਨੂੰ ਮਾਰਨਾ ਅਤੇ ਉੱਚ ਰਿਟਰਨ ਕਮਾਉਣਾ ਹੈ। ਫੋਕਸਡ ਫੰਡਾਂ ਦੇ ਫੰਡ ਮੈਨੇਜਰ ਜੇਤੂਆਂ ਨੂੰ ਚੁਣਨ ਅਤੇ ਵਿਆਪਕ ਸਟਾਕ ਦੇ ਰਿਟਰਨ ਨੂੰ ਹਰਾਉਣ ਵਿੱਚ ਮਾਹਰ ਹਨਬਜ਼ਾਰ.
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ਵਿੱਤੀ ਸਾਲ 22 - 23 ਵਿੱਚ ਚੋਟੀ ਦੇ 8 ਸਭ ਤੋਂ ਵਧੀਆ ਫੋਕਸਡ ਮਿਉਚੁਅਲ ਫੰਡ
To achieve capital appreciation by investing in
equity and equity related instruments of select
stocks Below is the key information for Sundaram Select Focus Fund Returns up to 1 year are on (Erstwhile ICICI Prudential Select Large Cap Fund) An equity fund that aims to generate capital appreciation by investing in equity
and equity related securities of large market capitalisation companies, with an
option to withdraw investment periodically based on triggers. Research Highlights for ICICI Prudential Focused Equity Fund Below is the key information for ICICI Prudential Focused Equity Fund Returns up to 1 year are on (Erstwhile SBI Emerging Businesses Fund) The investment objective of the Emerging Businesses Fund would be to participate in the growth potential presented by various companies that are considered emergent and have export orientation/outsourcing opportunities or are globally competitive. The fund may also evaluate Emerging Businesses with growth potential and domestic focus. Research Highlights for SBI Focused Equity Fund Below is the key information for SBI Focused Equity Fund Returns up to 1 year are on (Erstwhile Motilal Oswal MOSt Focused 25 Fund) The investment objective of the Scheme is to achieve long term capital appreciation by investing in upto 25 companies with long term sustainable competitive advantage and growth potential. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. Research Highlights for Motilal Oswal Focused 25 Fund Below is the key information for Motilal Oswal Focused 25 Fund Returns up to 1 year are on (Erstwhile HDFC Core & Satellite Fund) To generate capital appreciation through equity investment in companies whose shares are quoting at prices below their true value. Research Highlights for HDFC Focused 30 Fund Below is the key information for HDFC Focused 30 Fund Returns up to 1 year are on (Erstwhile DSP BlackRock Focus 25 Fund) The primary investment objective of the Scheme is to generate long-term capital growth from a portfolio of equity and equity-related securities including equity derivatives. The portfolio will consist of multi cap companies by market capitalisation. The Scheme will hold equity and equity-related securities including equity derivatives, of upto 30 companies. The Scheme may also invest in debt and money market securities, for defensive considerations and/or for managing liquidity requirements. There is no assurance that the investment objective of the Scheme will be realized. Research Highlights for DSP Focus Fund Below is the key information for DSP Focus Fund Returns up to 1 year are on (Erstwhile Aditya Birla Sun Life Top 100 Fund) An Open-ended growth scheme with the objective to provide medium to long term capital appreciation, by investing predominantly in a diversified portfolio of equity and equity related securities of top 100 companies as measured by market capitalization. Research Highlights for Aditya Birla Sun Life Focused Equity Fund Below is the key information for Aditya Birla Sun Life Focused Equity Fund Returns up to 1 year are on (Erstwhile IIFL India Growth Fund) The investment objective of the scheme is to generate long term capital appreciation for investors from a portfolio of equity and equity related securities. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. Research Highlights for IIFL Focused Equity Fund Below is the key information for IIFL Focused Equity Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Sundaram Select Focus Fund Growth ₹264.968
↓ -1.18 ₹1,354 -5 8.5 24.5 17 17.3 ICICI Prudential Focused Equity Fund Growth ₹90.26
↓ -0.02 ₹17,949 -3.1 8.9 -1.6 14.5 12.9 15.4 SBI Focused Equity Fund Growth ₹384.04
↓ -0.80 ₹51,248 0.1 12.1 8.5 13.5 10.1 15.7 Motilal Oswal Focused 25 Fund Growth ₹53.1178
↑ 0.17 ₹1,827 9.1 34.3 26.9 13.5 9.3 -1.7 HDFC Focused 30 Fund Growth ₹223.406
↓ -0.47 ₹28,201 -2.6 7.1 -3.4 13.2 15.8 10.9 DSP Focus Fund Growth ₹52.818
↑ 0.01 ₹2,671 -3.4 9.8 -1.5 10.7 8.9 7.3 Aditya Birla Sun Life Focused Equity Fund Growth ₹139.795
↓ -0.40 ₹7,971 -2.4 7.6 1.2 10.6 8.6 10.1 IIFL Focused Equity Fund Growth ₹47.0003
↓ -0.07 ₹6,800 -0.9 13.7 2.2 9.4 9.6 4.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 24 Dec 21 Research Highlights & Commentary of 8 Funds showcased
Commentary Sundaram Select Focus Fund ICICI Prudential Focused Equity Fund SBI Focused Equity Fund Motilal Oswal Focused 25 Fund HDFC Focused 30 Fund DSP Focus Fund Aditya Birla Sun Life Focused Equity Fund IIFL Focused Equity Fund Point 1 Bottom quartile AUM (₹1,354 Cr). Upper mid AUM (₹17,949 Cr). Highest AUM (₹51,248 Cr). Bottom quartile AUM (₹1,827 Cr). Top quartile AUM (₹28,201 Cr). Lower mid AUM (₹2,671 Cr). Upper mid AUM (₹7,971 Cr). Lower mid AUM (₹6,800 Cr). Point 2 Oldest track record among peers (24 yrs). Established history (17+ yrs). Established history (21+ yrs). Established history (13+ yrs). Established history (22+ yrs). Established history (16+ yrs). Established history (20+ yrs). Established history (11+ yrs). Point 3 Rating: 3★ (top quartile). Rating: 2★ (lower mid). Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Rating: 3★ (upper mid). Rating: 3★ (lower mid). Top rated. Not Rated. Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 17.29% (top quartile). 5Y return: 12.93% (upper mid). 5Y return: 10.14% (upper mid). 5Y return: 9.34% (lower mid). 5Y return: 15.84% (top quartile). 5Y return: 8.92% (bottom quartile). 5Y return: 8.62% (bottom quartile). 5Y return: 9.64% (lower mid). Point 6 3Y return: 17.03% (top quartile). 3Y return: 14.47% (top quartile). 3Y return: 13.54% (upper mid). 3Y return: 13.49% (upper mid). 3Y return: 13.22% (lower mid). 3Y return: 10.72% (lower mid). 3Y return: 10.62% (bottom quartile). 3Y return: 9.37% (bottom quartile). Point 7 1Y return: 24.49% (top quartile). 1Y return: -1.59% (bottom quartile). 1Y return: 8.54% (upper mid). 1Y return: 26.94% (top quartile). 1Y return: -3.42% (bottom quartile). 1Y return: -1.52% (lower mid). 1Y return: 1.18% (lower mid). 1Y return: 2.24% (upper mid). Point 8 Alpha: -5.62 (bottom quartile). Alpha: 0.82 (lower mid). Alpha: 11.09 (top quartile). Alpha: 21.70 (top quartile). Alpha: -1.72 (bottom quartile). Alpha: 1.70 (lower mid). Alpha: 2.11 (upper mid). Alpha: 3.83 (upper mid). Point 9 Sharpe: 1.85 (top quartile). Sharpe: 0.08 (bottom quartile). Sharpe: 0.61 (upper mid). Sharpe: 1.22 (top quartile). Sharpe: -0.04 (bottom quartile). Sharpe: 0.16 (lower mid). Sharpe: 0.20 (lower mid). Sharpe: 0.26 (upper mid). Point 10 Information ratio: -0.52 (bottom quartile). Information ratio: 1.30 (top quartile). Information ratio: 0.60 (upper mid). Information ratio: 0.14 (lower mid). Information ratio: 0.69 (top quartile). Information ratio: 0.20 (lower mid). Information ratio: 0.27 (upper mid). Information ratio: -0.04 (bottom quartile). Sundaram Select Focus Fund
ICICI Prudential Focused Equity Fund
SBI Focused Equity Fund
Motilal Oswal Focused 25 Fund
HDFC Focused 30 Fund
DSP Focus Fund
Aditya Birla Sun Life Focused Equity Fund
IIFL Focused Equity Fund
1. Sundaram Select Focus Fund
Sundaram Select Focus Fund
Growth Launch Date 30 Jul 02 NAV (24 Dec 21) ₹264.968 ↓ -1.18 (-0.45 %) Net Assets (Cr) ₹1,354 on 30 Nov 21 Category Equity - Focused AMC Sundaram Asset Management Company Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 2.52 Sharpe Ratio 1.85 Information Ratio -0.52 Alpha Ratio -5.62 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value Returns for Sundaram Select Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 21 Duration Returns 1 Month -2.6% 3 Month -5% 6 Month 8.5% 1 Year 24.5% 3 Year 17% 5 Year 17.3% 10 Year 15 Year Since launch 18.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for Sundaram Select Focus Fund
Name Since Tenure Data below for Sundaram Select Focus Fund as on 30 Nov 21
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. ICICI Prudential Focused Equity Fund
ICICI Prudential Focused Equity Fund
Growth Launch Date 28 May 09 NAV (30 Sep 26) ₹90.26 ↓ -0.02 (-0.02 %) Net Assets (Cr) ₹17,949 on 31 Aug 26 Category Equity - Focused AMC ICICI Prudential Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 0.08 Information Ratio 1.3 Alpha Ratio 0.82 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 30 Sep 21 ₹10,000 30 Sep 22 ₹10,065 30 Sep 23 ₹12,247 30 Sep 24 ₹18,698 30 Sep 25 ₹18,665 Returns for ICICI Prudential Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 21 Duration Returns 1 Month -5.8% 3 Month -3.1% 6 Month 8.9% 1 Year -1.6% 3 Year 14.5% 5 Year 12.9% 10 Year 15 Year Since launch 13.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 15.4% 2023 26.5% 2022 28.3% 2021 6% 2020 36.1% 2019 24.6% 2018 0.4% 2017 -2.7% 2016 23.4% 2015 10.6% Fund Manager information for ICICI Prudential Focused Equity Fund
Name Since Tenure Vaibhav Dusad 8 Aug 22 4.07 Yr. Sharmila D'Silva 31 Jul 22 4.09 Yr. Data below for ICICI Prudential Focused Equity Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Financial Services 36.84% Consumer Cyclical 14.25% Health Care 12.02% Industrials 9.76% Consumer Defensive 6.57% Real Estate 5.47% Technology 5.34% Communication Services 3.85% Basic Materials 2.74% Asset Allocation
Asset Class Value Cash 2.39% Equity 97.58% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 21 | ICICIBANK9% ₹1,648 Cr 11,337,653 Axis Bank Ltd (Financial Services)
Equity, Since 29 Feb 24 | 5322156% ₹1,122 Cr 8,632,750
↑ 266,011 Mphasis Ltd (Technology)
Equity, Since 30 Nov 25 | 5262995% ₹958 Cr 3,946,778
↓ -12,217 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 24 | HDFCBANK5% ₹896 Cr 12,637,094
↑ 93,750 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Jun 21 | 5323435% ₹893 Cr 2,055,849
↓ -259,600 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 17 | BHARTIARTL4% ₹692 Cr 3,818,509 HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 28 Feb 25 | HDFCAMC4% ₹656 Cr 2,502,364
↑ 60,821 Swiggy Ltd (Consumer Cyclical)
Equity, Since 31 Oct 25 | SWIGGY4% ₹649 Cr 23,018,499
↑ 4,204,800 Britannia Industries Ltd (Consumer Defensive)
Equity, Since 30 Apr 25 | 5008253% ₹611 Cr 1,164,292
↓ -87,000 Ashok Leyland Ltd (Industrials)
Equity, Since 30 Jun 26 | 5004773% ₹583 Cr 33,219,770
↑ 5,060,000 3. SBI Focused Equity Fund
SBI Focused Equity Fund
Growth Launch Date 11 Oct 04 NAV (29 Sep 26) ₹384.04 ↓ -0.80 (-0.21 %) Net Assets (Cr) ₹51,248 on 31 Aug 26 Category Equity - Focused AMC SBI Funds Management Private Limited Rating ☆☆ Risk Moderately High Expense Ratio 1.58 Sharpe Ratio 0.61 Information Ratio 0.6 Alpha Ratio 11.09 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹9,700 30 Sep 23 ₹11,032 30 Sep 24 ₹14,469 30 Sep 25 ₹14,858 Returns for SBI Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 21 Duration Returns 1 Month -6.2% 3 Month 0.1% 6 Month 12.1% 1 Year 8.5% 3 Year 13.5% 5 Year 10.1% 10 Year 15 Year Since launch 18% Historical performance (Yearly) on absolute basis
Year Returns 2024 15.7% 2023 17.2% 2022 22.2% 2021 -8.5% 2020 43% 2019 14.5% 2018 16.1% 2017 -3.8% 2016 44.7% 2015 2.2% Fund Manager information for SBI Focused Equity Fund
Name Since Tenure R. Srinivasan 1 May 09 17.35 Yr. Data below for SBI Focused Equity Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Financial Services 36.1% Communication Services 11.9% Consumer Cyclical 11.44% Utility 10.06% Health Care 5.19% Basic Materials 4.32% Consumer Defensive 3.54% Technology 3.49% Energy 2.73% Real Estate 2.33% Industrials 1.75% Asset Allocation
Asset Class Value Cash 6.35% Equity 92.86% Debt 0.79% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Oct 25 | 5000348% ₹4,334 Cr 41,000,000
↑ 637,839 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 26 | ICICIBANK8% ₹3,926 Cr 27,000,000 Alphabet Inc Class A (Communication Services)
Equity, Since 30 Sep 18 | GOOGL7% ₹3,563 Cr 1,100,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | KOTAKBANK6% ₹2,936 Cr 70,000,000 State Bank of India (Financial Services)
Equity, Since 30 Sep 21 | SBIN6% ₹2,862 Cr 27,000,000
↓ -3,000,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 26 | BHARTIARTL5% ₹2,537 Cr 14,000,000 Muthoot Finance Ltd (Financial Services)
Equity, Since 29 Feb 20 | 5333985% ₹2,439 Cr 8,189,269
↑ 1,189,269 Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Jul 16 | SOLARINDS4% ₹2,212 Cr 1,100,000 Adani Power Ltd (Utilities)
Equity, Since 31 Oct 25 | 5330964% ₹2,178 Cr 110,000,000 Adani Energy Solutions Ltd (Utilities)
Equity, Since 31 Aug 25 | ADANIENSOL4% ₹2,126 Cr 15,000,000 4. Motilal Oswal Focused 25 Fund
Motilal Oswal Focused 25 Fund
Growth Launch Date 7 May 13 NAV (30 Sep 26) ₹53.1178 ↑ 0.17 (0.33 %) Net Assets (Cr) ₹1,827 on 31 Aug 26 Category Equity - Focused AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.97 Sharpe Ratio 1.22 Information Ratio 0.14 Alpha Ratio 21.7 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹9,609 30 Sep 23 ₹10,692 30 Sep 24 ₹15,061 30 Sep 25 ₹12,311 Returns for Motilal Oswal Focused 25 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 21 Duration Returns 1 Month -1.7% 3 Month 9.1% 6 Month 34.3% 1 Year 26.9% 3 Year 13.5% 5 Year 9.3% 10 Year 15 Year Since launch 13.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 -1.7% 2023 13.6% 2022 18.8% 2021 2% 2020 14.6% 2019 17.3% 2018 17.1% 2017 -4.2% 2016 32.2% 2015 2.8% Fund Manager information for Motilal Oswal Focused 25 Fund
Name Since Tenure Varun Sharma 14 Aug 25 1.05 Yr. Swapnil Mayekar 18 Nov 25 0.78 Yr. Ankit Agarwal 5 Aug 25 1.07 Yr. Rakesh Shetty 22 Nov 22 3.78 Yr. Data below for Motilal Oswal Focused 25 Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Financial Services 25.01% Industrials 23.09% Consumer Cyclical 15.93% Technology 15.68% Health Care 6.73% Basic Materials 2.8% Real Estate 2.64% Communication Services 1.74% Asset Allocation
Asset Class Value Cash 6.39% Equity 93.61% Top Securities Holdings / Portfolio
Name Holding Value Quantity AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Oct 25 | 5406114% ₹78 Cr 718,807 Coforge Ltd (Technology)
Equity, Since 31 Jul 26 | COFORGE4% ₹71 Cr 355,679 ICICI Prudential Asset Management Co Ltd (Financial Services)
Equity, Since 31 Jan 26 | ICICIAMC4% ₹69 Cr 223,954
↑ 14,266 IndusInd Bank Ltd (Financial Services)
Equity, Since 31 Jan 26 | INDUSINDBK4% ₹67 Cr 661,657
↑ 26,712 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 28 Feb 26 | APOLLOHOSP4% ₹67 Cr 75,565 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Aug 26 | MCX4% ₹67 Cr 196,324
↑ 196,324 Titan Co Ltd (Consumer Cyclical)
Equity, Since 31 Oct 25 | TITAN4% ₹66 Cr 130,247 Aditya Infotech Ltd (Industrials)
Equity, Since 28 Feb 26 | CPPLUS4% ₹66 Cr 186,246 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 26 | SHRIRAMFIN4% ₹66 Cr 592,688
↑ 55,768 PNB Housing Finance Ltd (Financial Services)
Equity, Since 31 May 26 | PNBHOUSING4% ₹65 Cr 568,670
↑ 15,137 5. HDFC Focused 30 Fund
HDFC Focused 30 Fund
Growth Launch Date 17 Sep 04 NAV (30 Sep 26) ₹223.406 ↓ -0.47 (-0.21 %) Net Assets (Cr) ₹28,201 on 31 Aug 26 Category Equity - Focused AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.68 Sharpe Ratio -0.04 Information Ratio 0.69 Alpha Ratio -1.72 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹11,786 30 Sep 23 ₹14,371 30 Sep 24 ₹21,028 30 Sep 25 ₹21,597 Returns for HDFC Focused 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 21 Duration Returns 1 Month -5.9% 3 Month -2.6% 6 Month 7.1% 1 Year -3.4% 3 Year 13.2% 5 Year 15.8% 10 Year 15 Year Since launch 15.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 10.9% 2023 24% 2022 29.6% 2021 18.3% 2020 40.1% 2019 4.2% 2018 3.8% 2017 -14.6% 2016 38.7% 2015 2.1% Fund Manager information for HDFC Focused 30 Fund
Name Since Tenure Amit Ganatra 1 Feb 26 0.58 Yr. Dhruv Muchhal 22 Jun 23 3.2 Yr. Data below for HDFC Focused 30 Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Financial Services 40.14% Consumer Cyclical 22.44% Health Care 10.94% Industrials 10.91% Technology 3.96% Communication Services 3.11% Utility 2.11% Basic Materials 2.09% Real Estate 1.78% Asset Allocation
Asset Class Value Cash 2.34% Equity 97.48% Debt 0.18% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jul 12 | ICICIBANK9% ₹2,675 Cr 18,400,000
↑ 200,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 17 | HDFCBANK7% ₹2,023 Cr 28,526,520 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 5322157% ₹1,950 Cr 15,000,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Sep 23 | KOTAKBANK6% ₹1,619 Cr 38,608,142
↑ 835,282 State Bank of India (Financial Services)
Equity, Since 30 Apr 12 | SBIN5% ₹1,497 Cr 14,120,988 Eternal Ltd (Consumer Cyclical)
Equity, Since 28 Feb 26 | ETERNAL5% ₹1,353 Cr 41,246,676
↓ -2,000,000 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Jul 26 | SUNPHARMA4% ₹1,180 Cr 5,947,430
↑ 755,000 HCL Technologies Ltd (Technology)
Equity, Since 30 Apr 22 | HCLTECH4% ₹1,115 Cr 8,500,017 InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Nov 24 | INDIGO4% ₹1,104 Cr 2,108,802 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | MARUTI4% ₹996 Cr 735,545
↑ 582 6. DSP Focus Fund
DSP Focus Fund
Growth Launch Date 10 Jun 10 NAV (30 Sep 26) ₹52.818 ↑ 0.01 (0.02 %) Net Assets (Cr) ₹2,671 on 31 Aug 26 Category Equity - Focused AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 2.03 Sharpe Ratio 0.16 Information Ratio 0.2 Alpha Ratio 1.7 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 30 Sep 21 ₹10,000 30 Sep 22 ₹9,743 30 Sep 23 ₹11,297 30 Sep 24 ₹16,395 30 Sep 25 ₹15,569 Returns for DSP Focus Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 21 Duration Returns 1 Month -6% 3 Month -3.4% 6 Month 9.8% 1 Year -1.5% 3 Year 10.7% 5 Year 8.9% 10 Year 15 Year Since launch 10.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.3% 2023 18.5% 2022 34.2% 2021 -4.5% 2020 22.3% 2019 9% 2018 18% 2017 -5.6% 2016 29.2% 2015 6.1% Fund Manager information for DSP Focus Fund
Name Since Tenure Bhavin Gandhi 1 Feb 24 2.58 Yr. Data below for DSP Focus Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Financial Services 42.31% Technology 9.69% Consumer Cyclical 9.1% Industrials 5.26% Basic Materials 4.71% Energy 4.44% Communication Services 3.77% Real Estate 3.45% Health Care 3.38% Consumer Defensive 2.19% Asset Allocation
Asset Class Value Cash 11.71% Equity 88.29% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 16 | ICICIBANK10% ₹261 Cr 1,791,662 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK8% ₹222 Cr 3,134,404 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 23 | 5322155% ₹134 Cr 1,030,961 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jul 26 | M&M4% ₹105 Cr 320,991
↑ 120,108 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 25 | BHARTIARTL4% ₹101 Cr 555,937 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 17 | SBILIFE4% ₹98 Cr 561,758 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Aug 21 | CHOLAFIN4% ₹96 Cr 517,690
↓ -13,817 Phoenix Mills Ltd (Real Estate)
Equity, Since 31 Jul 22 | 5031003% ₹92 Cr 485,013 State Bank of India (Financial Services)
Equity, Since 31 Aug 25 | SBIN3% ₹88 Cr 827,995 Coforge Ltd (Technology)
Equity, Since 31 Jul 23 | COFORGE3% ₹84 Cr 420,745
↓ -97,603 7. Aditya Birla Sun Life Focused Equity Fund
Aditya Birla Sun Life Focused Equity Fund
Growth Launch Date 24 Oct 05 NAV (30 Sep 26) ₹139.795 ↓ -0.40 (-0.28 %) Net Assets (Cr) ₹7,971 on 31 Aug 26 Category Equity - Focused AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.81 Sharpe Ratio 0.2 Information Ratio 0.27 Alpha Ratio 2.11 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹9,631 30 Sep 23 ₹11,168 30 Sep 24 ₹15,816 30 Sep 25 ₹14,942 Returns for Aditya Birla Sun Life Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 21 Duration Returns 1 Month -5.5% 3 Month -2.4% 6 Month 7.6% 1 Year 1.2% 3 Year 10.6% 5 Year 8.6% 10 Year 15 Year Since launch 13.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 10.1% 2023 18.7% 2022 23% 2021 0.4% 2020 26.7% 2019 16% 2018 11.3% 2017 -4.1% 2016 30.9% 2015 6.7% Fund Manager information for Aditya Birla Sun Life Focused Equity Fund
Name Since Tenure Kunal Sangoi 7 May 21 5.32 Yr. Data below for Aditya Birla Sun Life Focused Equity Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Financial Services 32.25% Consumer Cyclical 14.87% Technology 11.07% Industrials 6.89% Utility 5.53% Energy 5.27% Health Care 4.93% Communication Services 3.29% Real Estate 2.96% Consumer Defensive 2.95% Basic Materials 2.63% Asset Allocation
Asset Class Value Cash 7.36% Equity 92.64% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK6% ₹472 Cr 3,247,384 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 05 | RELIANCE5% ₹420 Cr 3,291,742 Shriram Finance Ltd (Financial Services)
Equity, Since 31 Dec 23 | SHRIRAMFIN4% ₹343 Cr 3,087,724 Coforge Ltd (Technology)
Equity, Since 28 Feb 23 | COFORGE4% ₹336 Cr 1,692,086
↓ -220,400 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | ETERNAL4% ₹327 Cr 9,974,130
↓ -1,762,971 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK4% ₹316 Cr 4,460,067
↑ 452,689 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Nov 19 | 5000344% ₹315 Cr 2,982,260
↑ 726,413 State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN4% ₹302 Cr 2,844,690 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Jan 24 | 5406114% ₹294 Cr 2,707,412 Infosys Ltd (Technology)
Equity, Since 31 Oct 05 | INFY4% ₹283 Cr 2,498,243
↓ -355,394 8. IIFL Focused Equity Fund
IIFL Focused Equity Fund
Growth Launch Date 30 Oct 14 NAV (30 Sep 26) ₹47.0003 ↓ -0.07 (-0.15 %) Net Assets (Cr) ₹6,800 on 31 Aug 26 Category Equity - Focused AMC IIFL Asset Management Limited Rating Risk Moderately High Expense Ratio 1.79 Sharpe Ratio 0.26 Information Ratio -0.04 Alpha Ratio 3.83 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-2 Months (2%),2 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Sep 21 ₹10,000 30 Sep 22 ₹9,838 30 Sep 23 ₹12,110 30 Sep 24 ₹16,774 30 Sep 25 ₹15,494 Returns for IIFL Focused Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 24 Dec 21 Duration Returns 1 Month -4.7% 3 Month -0.9% 6 Month 13.7% 1 Year 2.2% 3 Year 9.4% 5 Year 9.6% 10 Year 15 Year Since launch 13.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 4.7% 2023 14.7% 2022 29.8% 2021 -0.9% 2020 36.4% 2019 23.8% 2018 27.3% 2017 -6.8% 2016 30% 2015 9.9% Fund Manager information for IIFL Focused Equity Fund
Name Since Tenure Mayur Patel 11 Nov 19 6.81 Yr. Viral Mehta 30 Jun 26 0.17 Yr. Data below for IIFL Focused Equity Fund as on 31 Aug 26
Equity Sector Allocation
Sector Value Financial Services 33.61% Consumer Cyclical 17.88% Technology 10.22% Communication Services 9.84% Consumer Defensive 6.2% Health Care 5% Industrials 4.67% Basic Materials 3.67% Energy 2.28% Real Estate 1.81% Asset Allocation
Asset Class Value Cash 4.83% Equity 95.17% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK8% ₹515 Cr 3,538,765
↓ -931,784 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | ETERNAL6% ₹379 Cr 11,536,547 Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 Oct 25 | TMCV5% ₹364 Cr 7,719,585
↑ 603,846 Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 25 | 5322155% ₹360 Cr 2,769,940
↓ -272,439 Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 30 Sep 23 | 5348165% ₹340 Cr 8,740,951 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Aug 24 | 5000345% ₹336 Cr 3,175,377
↑ 2,004 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Apr 23 | CHOLAFIN5% ₹333 Cr 1,793,487
↓ -365,169 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jul 19 | BHARTIARTL5% ₹329 Cr 1,817,011
↓ -346,846 Premier Energies Ltd (Technology)
Equity, Since 30 Nov 24 | PREMIERENE4% ₹284 Cr 2,741,290 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Jul 25 | 5008504% ₹276 Cr 3,742,591
ਫੋਕਸਡ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ ਔਨਲਾਈਨ 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!
ਅਕਸਰ ਪੁੱਛੇ ਜਾਂਦੇ ਸਵਾਲ
1. ਫੋਕਸਡ ਫੰਡਾਂ ਵਿੱਚ ਕੌਣ ਨਿਵੇਸ਼ ਕਰਦਾ ਹੈ ਅਤੇ ਕਿਉਂ?
A: ਫੋਕਸਡ ਫੰਡ ਅਨੁਭਵੀ ਨਿਵੇਸ਼ਕਾਂ ਲਈ ਆਦਰਸ਼ ਹਨ ਜੋ ਕਰ ਸਕਦੇ ਹਨਹੈਂਡਲ ਮਾਰਕੀਟ ਅਸਥਿਰਤਾ. ਇਸਦਾ ਮੁੱਖ ਕਾਰਨ ਇਹ ਹੈ ਕਿ ਫੋਕਸਡ ਫੰਡ ਉੱਚ-ਜੋਖਮ ਵਾਲੇ ਨਿਵੇਸ਼ ਹੁੰਦੇ ਹਨ ਅਤੇ ਅਕਸਰ ਸੰਭਾਵਿਤ ਰਿਟਰਨ ਪੈਦਾ ਨਹੀਂ ਕਰਦੇ। ਇਸ ਲਈ, ਫੰਡਾਂ ਅਤੇ ਨਿਵੇਸ਼ ਦੇ ਕਾਰਜਕਾਲ ਦਾ ਮੁਲਾਂਕਣ ਕਰਨਾ ਮਹੱਤਵਪੂਰਨ ਹੈ। ਇਹ ਅੰਦਾਜ਼ੇ ਸਿਰਫ਼ ਅਨੁਭਵੀ ਨਿਵੇਸ਼ਕਾਂ ਦੁਆਰਾ ਹੀ ਸਫਲਤਾਪੂਰਵਕ ਲਗਾਏ ਜਾ ਸਕਦੇ ਹਨ।
2. ਫੋਕਸਡ ਫੰਡਾਂ ਦਾ ਸਭ ਤੋਂ ਮਹੱਤਵਪੂਰਨ ਫਾਇਦਾ ਕੀ ਹੈ?
A: ਜੇਕਰ ਤੁਸੀਂ ਫੋਕਸਡ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦੇ ਹੋ, ਤਾਂ ਤੁਸੀਂ ਸਫਲਤਾਪੂਰਵਕ ਆਪਣੇ ਨਿਵੇਸ਼ ਪੋਰਟਫੋਲੀਓ ਵਿੱਚ ਵਿਭਿੰਨਤਾ ਕਰ ਸਕਦੇ ਹੋ। ਹਾਲਾਂਕਿ ਤੁਹਾਨੂੰ ਫੋਕਸਡ ਫੰਡਾਂ ਨਾਲ ਰਿਟਰਨ ਦਾ ਭਰੋਸਾ ਨਹੀਂ ਦਿੱਤਾ ਜਾ ਸਕਦਾ, ਇਹ ਉੱਚ ਰਿਟਰਨ ਪੈਦਾ ਕਰਨ ਲਈ ਜਾਣੇ ਜਾਂਦੇ ਹਨ। ਇਸ ਲਈ, ਜੇਕਰ ਤੁਸੀਂ ਉੱਚ ਰਿਟਰਨ ਪੈਦਾ ਕਰਨ ਵਾਲੀਆਂ ਜਾਇਦਾਦਾਂ ਦੇ ਨਾਲ ਇੱਕ ਨਿਵੇਸ਼ ਪੋਰਟਫੋਲੀਓ ਬਣਾਉਣਾ ਚਾਹੁੰਦੇ ਹੋ, ਤਾਂ ਤੁਹਾਨੂੰ ਫੋਕਸ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨਾ ਚਾਹੀਦਾ ਹੈ।
3. ਫੋਕਸਡ ਫੰਡਾਂ ਦੇ ਟੈਕਸ ਪ੍ਰਭਾਵ ਕੀ ਹਨ?
A: ਫੋਕਸਡ ਫੰਡਾਂ ਦੇ ਟੈਕਸ ਪ੍ਰਭਾਵ ਫੋਕਸਡ ਫੰਡਾਂ ਦੀ ਕਿਸਮ 'ਤੇ ਨਿਰਭਰ ਕਰਨਗੇ। ਟੈਕਸ ਦੇ ਪ੍ਰਭਾਵ ਹੇਠ ਲਿਖੇ ਅਨੁਸਾਰ ਹਨ:
- ਇਕੁਇਟੀ-ਅਧਾਰਤ ਫੋਕਸਡ ਫੰਡਾਂ ਦੇ ਮਾਮਲੇ ਵਿੱਚ, ਲੰਬੇ ਸਮੇਂ ਲਈ ਤੁਹਾਡੇ 'ਤੇ 10% ਟੈਕਸ ਲਗਾਇਆ ਜਾਵੇਗਾਪੂੰਜੀ ਜੇਕਰ ਰਕਮ 1 ਲੱਖ ਰੁਪਏ ਤੋਂ ਵੱਧ ਹੈ ਤਾਂ ਲਾਭ। ਹਾਲਾਂਕਿ, ਜੇਕਰ ਤੁਸੀਂ ਇਹਨਾਂ ਫੰਡਾਂ 'ਤੇ ਬੱਚਤ ਕਰਨਾ ਚਾਹੁੰਦੇ ਹੋ'ਟੈਕਸ, ਲਾਕ-ਇਨ ਪੀਰੀਅਡ ਨੂੰ ਵਧਾ ਕੇ 36 ਮਹੀਨੇ ਕਰ ਦਿਓ।
- ਕਰਜ਼ੇ-ਅਧਾਰਿਤ ਫੋਕਸ ਫੰਡਾਂ ਵਿੱਚ, ਲੰਬੀ ਮਿਆਦਪੂੰਜੀ ਲਾਭ ਇੰਡੈਕਸੇਸ਼ਨ ਤੋਂ ਬਾਅਦ 20% 'ਤੇ ਟੈਕਸ ਲਗਾਇਆ ਜਾਂਦਾ ਹੈ। ਸੂਚਕਾਂਕ ਵਿੱਚ ਫੈਕਟਰਿੰਗ ਕੀਤੀ ਜਾਵੇਗੀਮਹਿੰਗਾਈ ਦਰ
4. ਫੋਕਸਡ ਫੰਡਾਂ ਵਿੱਚ ਕਿਸਨੂੰ ਨਿਵੇਸ਼ ਕਰਨਾ ਚਾਹੀਦਾ ਹੈ?
A: ਕੋਈ ਵਿਅਕਤੀ ਜੋ 3 ਤੋਂ 5 ਸਾਲਾਂ ਲਈ ਨਿਵੇਸ਼ ਰੱਖਣ ਲਈ ਤਿਆਰ ਹੈ। ਇਸ ਲਈ, ਨਿਵੇਸ਼ਕ ਜੋ ਲੰਬੇ ਸਮੇਂ ਦੇ ਨਿਵੇਸ਼ ਦੀ ਭਾਲ ਕਰ ਰਹੇ ਹਨ, ਫੋਕਸਡ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਬਾਰੇ ਵਿਚਾਰ ਕਰਨਾ ਚਾਹੀਦਾ ਹੈ।
5. ਮੈਂ ਫੋਕਸਡ ਫੰਡਾਂ ਦੀ ਤੁਲਨਾ ਕਿਵੇਂ ਕਰਾਂਗਾ?
A: ਜਦੋਂ ਤੁਸੀਂ ਦੋ ਫੋਕਸ ਫੰਡਾਂ ਦੀ ਤੁਲਨਾ ਕਰਦੇ ਹੋ, ਤਾਂ ਤੁਹਾਨੂੰ ਵਿਚਾਰ ਕਰਨਾ ਚਾਹੀਦਾ ਹੈਨਹੀ ਹਨ ਫੰਡਾਂ ਦਾ ਅਤੇ ਫੰਡਾਂ ਦੀ 3 ਸਾਲ ਅਤੇ 5-ਸਾਲ ਦੀ ਵਿਕਾਸ ਦਰ। ਆਮ ਤੌਰ 'ਤੇ, ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨਾ ਜਿਨ੍ਹਾਂ ਨੇ ਵੱਧ ਵਿਕਾਸ ਦਰ ਦਿਖਾਈ ਹੈ, ਇੱਕ ਬਿਹਤਰ ਨਿਵੇਸ਼ ਮੰਨਿਆ ਜਾਵੇਗਾ।
6. ਕੁਝ ਸਭ ਤੋਂ ਵਧੀਆ-ਕੇਂਦ੍ਰਿਤ ਫੰਡ ਕਿਹੜੇ ਹਨ?
A: ਵਰਤਮਾਨ ਵਿੱਚ ਕੁਝ ਵਧੀਆ-ਕੇਂਦ੍ਰਿਤ ਫੰਡ ਹਨ ਜੋ ਤੁਸੀਂ ਨਿਵੇਸ਼ ਕਰਨ ਬਾਰੇ ਸੋਚ ਸਕਦੇ ਹੋਆਈ.ਆਈ.ਐੱਫ.ਐੱਲ ਫੋਕਸਡ ਇਕੁਇਟੀ ਫੰਡ (18.8% ਦੀ 5 ਸਾਲਾਂ ਦੀ ਵਿਕਾਸ ਦਰ), ਪ੍ਰਿੰਸੀਪਲ ਫੋਕਸਡ ਮਲਟੀਕੈਪ ਫੰਡ (15.7% ਦੀ 5 ਸਾਲਾਂ ਦੀ ਵਿਕਾਸ ਦਰ), ਐਕਸਿਸ ਫੋਕਸਡ 25 ਫੰਡ (17.9% ਦੀ 5 ਸਾਲਾਂ ਦੀ ਵਿਕਾਸ ਦਰ) ਅਤੇ ਨਿਪੋਨ ਇੰਡੀਆ ਫੋਕਸਡ ਇਕੁਇਟੀ ਫੰਡ (16.5% ਦੀ 5 ਸਾਲਾਂ ਦੀ ਵਿਕਾਸ ਦਰ) ).
7. ਫੋਕਸਡ ਫੰਡ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਤੋਂ ਕਿਵੇਂ ਵੱਖਰਾ ਹੈ?
A: ਫੋਕਸਡ ਫੰਡਾਂ ਵਿੱਚ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਦੀਆਂ ਸੀਮਾਵਾਂ ਨਹੀਂ ਹੁੰਦੀਆਂ ਹਨ, ਜਿੱਥੇ ਕੁਝ ਖਾਸ ਖੇਤਰਾਂ ਵਿੱਚ ਨਿਸ਼ਚਿਤ ਪ੍ਰਤੀਸ਼ਤ ਨਿਵੇਸ਼ ਕਰਨੇ ਪੈਂਦੇ ਹਨ। ਇੱਥੇ ਨਿਵੇਸ਼ ਖਾਸ ਕੰਪਨੀਆਂ ਦੇ ਸਟਾਕਾਂ 'ਤੇ ਕੇਂਦ੍ਰਿਤ ਹੈ, ਇਸ ਤਰ੍ਹਾਂ, ਬਿਹਤਰ ਪ੍ਰਦਰਸ਼ਨ ਦੀਆਂ ਸੰਭਾਵਨਾਵਾਂ ਨੂੰ ਵਧਾਉਂਦਾ ਹੈ। ਰਿਟਰਨ ਨੂੰ ਉਹਨਾਂ ਸਟਾਕਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਕੇ ਸੀਮਤ ਕੀਤਾ ਜਾ ਸਕਦਾ ਹੈ ਜੋ ਚੰਗਾ ਪ੍ਰਦਰਸ਼ਨ ਨਹੀਂ ਕਰਦੇ ਹਨ ਅਤੇ ਜਦੋਂ ਤੱਕ ਇਹਨਾਂ ਵਿੱਚ ਪ੍ਰਦਰਸ਼ਨ ਵਿੱਚ ਸੁਧਾਰ ਨਹੀਂ ਹੁੰਦਾ ਹੈ, ਉਦੋਂ ਤੱਕ ਇਸ ਨੂੰ ਫੜੀ ਰੱਖਿਆ ਜਾ ਸਕਦਾ ਹੈ। ਨਿਵੇਸ਼ ਦੀ ਚੋਣ ਫੰਡ 'ਤੇ ਨਿਰਭਰ ਕਰਦੀ ਹੈ।
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 Sundaram Select Focus Fund