ਪਿਛਲੇ 5 ਸਾਲਾਂ ਵਿੱਚ ਸਭ ਤੋਂ ਵਧੀਆ ਰਿਟਰਨ ਵਾਲੇ 9 ਮਿਉਚੁਅਲ ਫੰਡ

Updated on May 9, 2026 , 49549 views

ਬਹੁਤ ਸਾਰੇ ਲੋਕ ਸਟਾਕ ਬਜ਼ਾਰਾਂ ਦੀ ਪਾਲਣਾ ਕਰਦੇ ਹਨ ਅਤੇ ਵੱਖ-ਵੱਖ ਕੰਪਨੀਆਂ ਦੁਆਰਾ ਪੇਸ਼ ਕੀਤੇ ਗਏ ਸ਼ੇਅਰਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨਾ ਚਾਹੁੰਦੇ ਹਨ, ਪਰ ਉਹਨਾਂ ਨੂੰ ਡਰ ਹੈ ਕਿ ਉਹਨਾਂ ਕੋਲ ਲੋੜੀਂਦਾ ਗਿਆਨ ਨਹੀਂ ਹੈ ਜਾਂ ਉਹਨਾਂ ਕੋਲ ਗਤੀਸ਼ੀਲਤਾ ਬਾਰੇ ਨਵੀਨਤਮ ਬਜ਼ ਨੂੰ ਟਰੈਕ ਕਰਨ ਅਤੇ ਪਾਲਣਾ ਕਰਨ ਲਈ ਲੋੜੀਂਦਾ ਸਮਾਂ ਨਹੀਂ ਹੈ।ਬਜ਼ਾਰ.

ਇੱਕ ਮਿਉਚੁਅਲ ਫੰਡ ਉਹਨਾਂ ਲਈ ਇੱਕ ਸੰਪੂਰਨ ਹੱਲ ਹੈ ਜਿਵੇਂ ਕਿਨਿਵੇਸ਼ ਇਕੁਇਟੀ ਮਾਰਕੀਟ ਵਿਚ ਸਿੱਧੇ ਤੌਰ 'ਤੇ ਇਕ ਜੋਖਮ ਹੈ, ਹਰ ਕੋਈ ਲੈਣ ਲਈ ਤਿਆਰ ਨਹੀਂ ਹੈ ਕਿਉਂਕਿ ਨਿਵੇਸ਼ਕਾਂ ਲਈ ਫੰਡ ਦਾ ਪ੍ਰਬੰਧਨ ਕਰਨ ਵਾਲਾ ਇਕ ਸਮਰਪਿਤ ਫੰਡ ਮੈਨੇਜਰ ਹੋਵੇਗਾ ਜੋ ਮਾਹਰ ਫੰਡ ਮੈਨੇਜਰ ਹੋਣ ਕਰਕੇ ਉਹ ਚੀਜ਼ਾਂ ਖਰੀਦਦਾ ਹੈ ਜੋ ਸਸਤੀਆਂ ਲੱਗਦੀਆਂ ਹਨ।

ਪਿਛਲੇ 5 ਸਾਲਾਂ ਵਿੱਚ ਵਧੀਆ ਰਿਟਰਨ ਵਾਲੇ ਮਿਉਚੁਅਲ ਫੰਡ

ਰਿਟਰਨ ਹਮੇਸ਼ਾ ਲਈ ਬੁਨਿਆਦੀ ਮਾਪਦੰਡ ਰਹੇ ਹਨਨਿਵੇਸ਼ਕ ਕਿਸੇ ਵੀ ਨਿਵੇਸ਼ ਲਈ ਜਾਂਦੇ ਸਮੇਂ. ਇਹ ਦਰਸਾਉਂਦੇ ਹਨ ਕਿ ਖਾਸ ਨਿਵੇਸ਼ ਅਵਧੀ ਦੇ ਦੌਰਾਨ ਫੰਡ ਨੇ ਕਿੰਨਾ ਗੁਆਇਆ ਜਾਂ ਪ੍ਰਾਪਤ ਕੀਤਾ।

ਹੇਠਾਂ 9 ਦੀ ਸੂਚੀ ਹੈਮਿਉਚੁਅਲ ਫੰਡ ਜਿਨ੍ਹਾਂ ਨੇ ਪਿਛਲੇ 5 ਸਾਲਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ 'ਤੇ ਸਭ ਤੋਂ ਵਧੀਆ ਰਿਟਰਨ (ਸਾਲਾਨਾ ਮਿਸ਼ਰਿਤ) ਦਿੱਤਾ ਹੈ

1. DSP World Gold Fund

"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

Lower mid AUM (₹1,769 Cr).
Established history (18+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 26.90% (top quartile).
3Y return: 50.47% (top quartile).
1Y return: 122.15% (top quartile).
Alpha: 1.04 (top quartile).
Sharpe: 2.16 (top quartile).
Information ratio: -0.83 (bottom quartile).
Higher exposure to Basic Materials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
Largest holding BGF World Gold I2 (~68.7%).
Top-3 holdings concentration ~100.2%.

Below is the key information for DSP World Gold Fund

DSP World Gold Fund Growth
Launch Date	14 Sep 07
NAV (11 May 26)	₹63.6894 ↑ 2.34 (3.82 %)
Net Assets (Cr)	₹1,769 on 31 Mar 26
Category	Equity - Global
AMC	DSP BlackRock Invmt Managers Pvt. Ltd.
Rating	☆☆☆
Risk	High
Expense Ratio	1.41
Sharpe Ratio	2.16
Information Ratio	-0.83
Alpha Ratio	1.04
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 Apr 21	₹10,000
30 Apr 22	₹9,761
30 Apr 23	₹9,973
30 Apr 24	₹10,050
30 Apr 25	₹15,157
30 Apr 26	₹31,297

DSP World Gold Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107 Invest Now

Returns for DSP World Gold Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 May 26

Duration	Returns
1 Month	1.1%
3 Month	-0.4%
6 Month	41%
1 Year	122.2%
3 Year	50.5%
5 Year	26.9%
10 Year
15 Year
Since launch	10.4%

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 Yr.

Data below for DSP World Gold Fund as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Basic Materials	93.74%

Asset Allocation

Asset Class	Value
Cash	4.22%
Equity	93.74%
Debt	0.01%
Other	2.03%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
BGF World Gold I2 Investment Fund \| -	69%	₹1,216 Cr	1,063,805 ↓ -39,784
VanEck Gold Miners ETF - \| GDX	28%	₹498 Cr	573,719
Treps / Reverse Repo Investments CBLO/Reverse Repo \| -	3%	₹59 Cr
Net Receivables/Payables Net Current Assets \| -	0%	-₹3 Cr

2. ICICI Prudential Infrastructure 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.

Research Highlights for ICICI Prudential Infrastructure Fund

Highest AUM (₹7,554 Cr).
Established history (20+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 24.94% (top quartile).
3Y return: 23.21% (bottom quartile).
1Y return: 11.72% (bottom quartile).
Alpha: 0.00 (upper mid).
Sharpe: -0.38 (bottom quartile).
Information ratio: 0.00 (upper mid).
Higher exposure to Industrials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
High-quality debt (AAA/AA ~100%).
Largest holding InterGlobe Aviation Ltd (~8.7%).

Below is the key information for ICICI Prudential Infrastructure Fund

ICICI Prudential Infrastructure Fund Growth
Launch Date	31 Aug 05
NAV (12 May 26)	₹196.06 ↓ -3.48 (-1.74 %)
Net Assets (Cr)	₹7,554 on 31 Mar 26
Category	Equity - Sectoral
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆☆
Risk	High
Expense Ratio	1.89
Sharpe Ratio	-0.38
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
30 Apr 21	₹10,000
30 Apr 22	₹13,945
30 Apr 23	₹17,098
30 Apr 24	₹28,420
30 Apr 25	₹29,330
30 Apr 26	₹32,588

ICICI Prudential Infrastructure Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833 Invest Now

Returns for ICICI Prudential Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 May 26

Duration	Returns
1 Month	3.4%
3 Month	0.3%
6 Month	0.4%
1 Year	11.7%
3 Year	23.2%
5 Year	24.9%
10 Year
15 Year
Since launch	15.6%

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	8.91 Yr.
Sharmila D’mello	30 Jun 22	3.84 Yr.

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

Equity Sector Allocation

Sector	Value
Industrials	47.14%
Financial Services	10.2%
Basic Materials	10.04%
Utility	9.84%
Real Estate	9.04%
Energy	6.55%
Consumer Cyclical	2.19%
Communication Services	0.09%

Asset Allocation

Asset Class	Value
Cash	4.96%
Equity	95.04%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
InterGlobe Aviation Ltd (Industrials) Equity, Since 28 Feb 23 \| INDIGO	9%	₹655 Cr	1,661,985 ↑ 270,536
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Nov 09 \| LT	7%	₹528 Cr	1,505,704 ↑ 100,000
Oberoi Realty Ltd (Real Estate) Equity, Since 31 May 23 \| OBEROIRLTY	5%	₹374 Cr	2,636,802 ↑ 603,969
NTPC Ltd (Utilities) Equity, Since 29 Feb 16 \| 532555	5%	₹346 Cr	9,326,448
Shree Cement Ltd (Basic Materials) Equity, Since 30 Apr 24 \| 500387	3%	₹226 Cr	98,292 ↑ 33,738
Brigade Enterprises Ltd (Real Estate) Equity, Since 30 Nov 25 \| 532929	3%	₹219 Cr	3,363,877 ↑ 462,828
Container Corporation of India Ltd (Industrials) Equity, Since 31 Jan 16 \| CONCOR	3%	₹219 Cr	5,142,440 ↑ 2,109,364
Kalpataru Projects International Ltd (Industrials) Equity, Since 30 Sep 06 \| KPIL	3%	₹212 Cr	2,005,608 ↑ 73,641
AIA Engineering Ltd (Industrials) Equity, Since 28 Feb 21 \| AIAENG	3%	₹209 Cr	574,561
Reliance Industries Ltd (Energy) Equity, Since 31 Jul 23 \| RELIANCE	3%	₹192 Cr	1,429,725 ↓ -100,000

3. DSP India T.I.G.E.R Fund

To generate capital appreciation, from a portfolio that is substantially constituted of equity securities and equity related securities of corporates, which could benefit from structural changes brought about by continuing liberalization in economic policies by the government and/or continuing investments in infrastructure, both by the public and private sector.

Research Highlights for DSP India T.I.G.E.R Fund

Upper mid AUM (₹4,979 Cr).
Established history (21+ yrs).
Top rated.
Risk profile: High.
5Y return: 24.86% (upper mid).
3Y return: 26.65% (lower mid).
1Y return: 23.15% (top quartile).
Alpha: 0.00 (upper mid).
Sharpe: -0.01 (lower mid).
Information ratio: 0.00 (upper mid).
Top sector: Industrials.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
Largest holding NTPC Ltd (~5.3%).

Below is the key information for DSP India T.I.G.E.R Fund

DSP India T.I.G.E.R Fund Growth
Launch Date	11 Jun 04
NAV (12 May 26)	₹342.851 ↓ -6.44 (-1.84 %)
Net Assets (Cr)	₹4,979 on 31 Mar 26
Category	Equity - Sectoral
AMC	DSP BlackRock Invmt Managers Pvt. Ltd.
Rating	☆☆☆☆
Risk	High
Expense Ratio	1.89
Sharpe Ratio	-0.01
Information Ratio	0
Alpha Ratio	0
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 Apr 21	₹10,000
30 Apr 22	₹13,155
30 Apr 23	₹15,074
30 Apr 24	₹26,536
30 Apr 25	₹25,993
30 Apr 26	₹31,048

DSP India T.I.G.E.R Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833 Invest Now

Returns for DSP India T.I.G.E.R Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 May 26

Duration	Returns
1 Month	7.7%
3 Month	7.1%
6 Month	10.7%
1 Year	23.1%
3 Year	26.7%
5 Year	24.9%
10 Year
15 Year
Since launch	17.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	-2.5%
2024	32.4%
2023	49%
2022	13.9%
2021	51.6%
2020	2.7%
2019	6.7%
2018	-17.2%
2017	47%
2016	4.1%

Fund Manager information for DSP India T.I.G.E.R Fund

Name	Since	Tenure
Rohit Singhania	21 Jun 10	15.87 Yr.

Data below for DSP India T.I.G.E.R Fund as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Industrials	27.68%
Basic Materials	13.33%
Financial Services	13%
Utility	11.64%
Consumer Cyclical	8.63%
Energy	7.37%
Health Care	6.56%
Communication Services	3.04%
Real Estate	1.51%
Technology	1.43%
Consumer Defensive	0.96%

Asset Allocation

Asset Class	Value
Cash	4.85%
Equity	95.15%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
NTPC Ltd (Utilities) Equity, Since 30 Nov 17 \| 532555	5%	₹262 Cr	7,063,207
Apollo Hospitals Enterprise Ltd (Healthcare) Equity, Since 31 Dec 24 \| APOLLOHOSP	4%	₹224 Cr	301,630
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Jun 04 \| LT	4%	₹206 Cr	588,665 ↓ -89,980
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 31 May 25 \| MCX	3%	₹163 Cr	680,825
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 18 \| BHARTIARTL	3%	₹151 Cr	849,969 ↑ 37,224
Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical) Equity, Since 31 Dec 24 \| AMBER	3%	₹144 Cr	219,234
Power Grid Corp Of India Ltd (Utilities) Equity, Since 31 Jan 25 \| 532898	3%	₹139 Cr	4,694,365 ↓ -873,209
Coal India Ltd (Energy) Equity, Since 31 Dec 23 \| COALINDIA	2%	₹122 Cr	2,705,180
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 31 Mar 24 \| 500312	2%	₹119 Cr	4,196,344
Kirloskar Oil Engines Ltd (Industrials) Equity, Since 31 Mar 23 \| KIRLOSENG	2%	₹111 Cr	834,973 ↓ -195,952

4. Nippon India Power and Infra Fund

(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

Top quartile AUM (₹6,534 Cr).
Oldest track record among peers (22 yrs).
Rating: 4★ (top quartile).
Risk profile: High.
5Y return: 24.70% (upper mid).
3Y return: 26.42% (lower mid).
1Y return: 19.65% (upper mid).
Alpha: -0.88 (bottom quartile).
Sharpe: -0.19 (bottom quartile).
Information ratio: 0.38 (top quartile).
Top sector: Industrials.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~99%).
Largest holding Reliance Industries Ltd (~8.7%).

Below is the key information for Nippon India Power and Infra Fund

Nippon India Power and Infra Fund Growth
Launch Date	8 May 04
NAV (12 May 26)	₹372.075 ↓ -9.47 (-2.48 %)
Net Assets (Cr)	₹6,534 on 31 Mar 26
Category	Equity - Sectoral
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆☆☆
Risk	High
Expense Ratio	1.85
Sharpe Ratio	-0.19
Information Ratio	0.38
Alpha Ratio	-0.88
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 Apr 21	₹10,000
30 Apr 22	₹12,756
30 Apr 23	₹15,368
30 Apr 24	₹27,201
30 Apr 25	₹27,073
30 Apr 26	₹31,533

Nippon India Power and Infra Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833 Invest Now

Returns for Nippon India Power and Infra Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 May 26

Duration	Returns
1 Month	8.5%
3 Month	8.1%
6 Month	8.2%
1 Year	19.6%
3 Year	26.4%
5 Year	24.7%
10 Year
15 Year
Since launch	18%

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	7.94 Yr.
Rahul Modi	19 Aug 24	1.7 Yr.
Amber Singhania	11 Mar 26	0.14 Yr.

Data below for Nippon India Power and Infra Fund as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Industrials	35.15%
Utility	22.71%
Consumer Cyclical	10.87%
Energy	10.01%
Basic Materials	6.11%
Technology	4.98%
Financial Services	3.58%
Health Care	2.11%
Communication Services	2.08%
Real Estate	1.65%

Asset Allocation

Asset Class	Value
Cash	0.74%
Equity	99.26%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Reliance Industries Ltd (Energy) Equity, Since 30 Nov 18 \| RELIANCE	9%	₹667 Cr	4,660,000
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Nov 07 \| LT	7%	₹541 Cr	1,346,958 ↑ 182,621
NTPC Ltd (Utilities) Equity, Since 31 May 09 \| 532555	7%	₹525 Cr	13,154,060 ↓ -645,940
NTPC Green Energy Ltd (Utilities) Equity, Since 30 Nov 24 \| NTPCGREEN	4%	₹288 Cr	26,191,079 ↑ 1,700,000
Tata Power Co Ltd (Utilities) Equity, Since 30 Apr 23 \| 500400	3%	₹265 Cr	5,950,789 ↓ -1,650,000
Bharat Heavy Electricals Ltd (Industrials) Equity, Since 30 Sep 24 \| 500103	3%	₹245 Cr	6,948,468 ↑ 100,000
CG Power & Industrial Solutions Ltd (Industrials) Equity, Since 30 Sep 24 \| 500093	2%	₹176 Cr	2,170,014 ↓ -550,000
Triveni Turbine Ltd (Industrials) Equity, Since 30 Jun 25 \| 533655	2%	₹176 Cr	3,073,288 ↑ 60,249
Power Finance Corp Ltd (Financial Services) Equity, Since 31 Oct 24 \| 532810	2%	₹175 Cr	3,900,000 ↑ 300,000
UltraTech Cement Ltd (Basic Materials) Equity, Since 31 Oct 19 \| 532538	2%	₹174 Cr	150,000

5. LIC MF Infrastructure Fund

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

Bottom quartile AUM (₹905 Cr).
Established history (18+ yrs).
Not Rated.
Risk profile: High.
5Y return: 24.58% (lower mid).
3Y return: 28.11% (upper mid).
1Y return: 21.99% (upper mid).
Alpha: 2.02 (top quartile).
Sharpe: -0.01 (lower mid).
Information ratio: 0.34 (top quartile).
Top sector: Industrials.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~93%).
Largest holding Bharti Airtel Ltd (~5.1%).

Below is the key information for LIC MF Infrastructure Fund

LIC MF Infrastructure Fund Growth
Launch Date	29 Feb 08
NAV (12 May 26)	₹51.2653 ↓ -1.31 (-2.49 %)
Net Assets (Cr)	₹905 on 31 Mar 26
Category	Equity - Sectoral
AMC	LIC Mutual Fund Asset Mgmt Co Ltd
Rating	Not Rated
Risk	High
Expense Ratio	2.21
Sharpe Ratio	-0.01
Information Ratio	0.34
Alpha Ratio	2.02
Min Investment	5,000
Min SIP Investment	1,000
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Apr 21	₹10,000
30 Apr 22	₹13,207
30 Apr 23	₹14,269
30 Apr 24	₹24,631
30 Apr 25	₹25,613
30 Apr 26	₹30,460

LIC MF Infrastructure Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833 Invest Now

Returns for LIC MF Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 May 26

Duration	Returns
1 Month	6.2%
3 Month	3.9%
6 Month	5.4%
1 Year	22%
3 Year	28.1%
5 Year	24.6%
10 Year
15 Year
Since launch	9.5%

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	0.07 Yr.
Mahesh Bendre	1 Jul 24	1.83 Yr.

Data below for LIC MF Infrastructure Fund as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Industrials	32.59%
Consumer Cyclical	24.07%
Utility	9.79%
Basic Materials	9.21%
Communication Services	7.33%
Financial Services	4.31%
Health Care	3.19%
Real Estate	2.12%
Technology	0.79%

Asset Allocation

Asset Class	Value
Cash	6.6%
Equity	93.4%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 09 \| BHARTIARTL	5%	₹53 Cr	281,826 ↑ 118,739
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Apr 09 \| LT	5%	₹47 Cr	117,852 ↑ 2,505
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 30 Sep 25 \| MARUTI	4%	₹45 Cr	33,850 ↑ 22,497
Tata Motors Passenger Vehicles Ltd (Consumer Cyclical) Equity, Since 28 Feb 26 \| TMPV	4%	₹45 Cr	1,315,651 ↑ 461,129
Tata Motors Ltd (Consumer Cyclical) Equity, Since 31 Oct 25 \| TMCV	4%	₹41 Cr	988,950 ↑ 422,131
Apollo Hospitals Enterprise Ltd (Healthcare) Equity, Since 30 Jun 25 \| APOLLOHOSP	3%	₹33 Cr	43,676 ↑ 928
NTPC Ltd (Utilities) Equity, Since 31 Mar 23 \| 532555	3%	₹33 Cr	821,696 ↑ 17,465
Carraro India Ltd (Consumer Cyclical) Equity, Since 31 Dec 24 \| CARRARO	3%	₹32 Cr	572,991 ↑ 155,777
Garware Hi-Tech Films Ltd (Basic Materials) Equity, Since 31 Aug 23 \| 500655	3%	₹29 Cr	73,009 ↑ 1,551
Bharat Bijlee Ltd (Industrials) Equity, Since 31 Jul 22 \| BBL	3%	₹29 Cr	92,628 ↑ 1,968

6. SBI PSU Fund

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

Upper mid AUM (₹5,891 Cr).
Established history (15+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: High.
5Y return: 24.07% (lower mid).
3Y return: 29.80% (top quartile).
1Y return: 17.09% (lower mid).
Alpha: -1.15 (bottom quartile).
Sharpe: 0.27 (top quartile).
Information ratio: -0.31 (bottom quartile).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
High-quality debt (AAA/AA ~100%).
Largest holding State Bank of India (~16.9%).
Top-3 holdings concentration ~35.7%.

Below is the key information for SBI PSU Fund

SBI PSU Fund Growth
Launch Date	7 Jul 10
NAV (12 May 26)	₹34.7877 ↓ -0.29 (-0.84 %)
Net Assets (Cr)	₹5,891 on 31 Mar 26
Category	Equity - Sectoral
AMC	SBI Funds Management Private Limited
Rating	☆☆
Risk	High
Expense Ratio	1.89
Sharpe Ratio	0.27
Information Ratio	-0.31
Alpha Ratio	-1.15
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Apr 21	₹10,000
30 Apr 22	₹12,442
30 Apr 23	₹14,701
30 Apr 24	₹28,843
30 Apr 25	₹28,304
30 Apr 26	₹32,952

SBI PSU Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833 Invest Now

Returns for SBI PSU Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 May 26

Duration	Returns
1 Month	-0.3%
3 Month	-3.5%
6 Month	3.6%
1 Year	17.1%
3 Year	29.8%
5 Year	24.1%
10 Year
15 Year
Since launch	8.2%

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	1.91 Yr.

Data below for SBI PSU Fund as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Financial Services	31.44%
Utility	31.28%
Industrials	13.3%
Energy	12.65%
Basic Materials	6.77%

Asset Allocation

Asset Class	Value
Cash	4.48%
Equity	95.45%
Debt	0.07%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
State Bank of India (Financial Services) Equity, Since 31 Jul 10 \| SBIN	17%	₹1,125 Cr	10,527,500 ↑ 600,000
Power Grid Corp Of India Ltd (Utilities) Equity, Since 31 Jul 10 \| 532898	10%	₹635 Cr	19,935,554
GAIL (India) Ltd (Utilities) Equity, Since 31 May 24 \| 532155	9%	₹623 Cr	38,150,000
NTPC Ltd (Utilities) Equity, Since 31 Jul 10 \| 532555	9%	₹616 Cr	15,443,244
Bharat Electronics Ltd (Industrials) Equity, Since 30 Jun 24 \| BEL	9%	₹577 Cr	13,385,000
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 31 May 20 \| 500312	7%	₹439 Cr	14,655,000 ↑ 1,100,000
Bank of Baroda (Financial Services) Equity, Since 31 Aug 24 \| 532134	5%	₹345 Cr	13,100,000
Bharat Petroleum Corp Ltd (Energy) Equity, Since 31 Aug 24 \| 500547	4%	₹291 Cr	9,700,000
NMDC Ltd (Basic Materials) Equity, Since 31 Oct 23 \| 526371	4%	₹252 Cr	27,900,000
Bharat Heavy Electricals Ltd (Industrials) Equity, Since 30 Jun 25 \| 500103	3%	₹229 Cr	6,500,000

7. Canara Robeco Infrastructure

T o g e n e r a t e income/capital appreciation by investing in equities and equity related instruments of companies in the infrastructure sector. However, there can be no assurance that the investment objective of the scheme will be realized.

Research Highlights for Canara Robeco Infrastructure

Bottom quartile AUM (₹864 Cr).
Established history (20+ yrs).
Not Rated.
Risk profile: High.
5Y return: 23.84% (bottom quartile).
3Y return: 24.68% (bottom quartile).
1Y return: 16.13% (lower mid).
Alpha: 0.00 (lower mid).
Sharpe: 0.01 (upper mid).
Information ratio: 0.00 (lower mid).
Higher exposure to Industrials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding Larsen & Toubro Ltd (~9.5%).

Below is the key information for Canara Robeco Infrastructure

Canara Robeco Infrastructure Growth
Launch Date	2 Dec 05
NAV (12 May 26)	₹165.84 ↓ -3.61 (-2.13 %)
Net Assets (Cr)	₹864 on 31 Mar 26
Category	Equity - Sectoral
AMC	Canara Robeco Asset Management Co. Ltd.
Rating	Not Rated
Risk	High
Expense Ratio	2.32
Sharpe Ratio	0.01
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	1,000
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Apr 21	₹10,000
30 Apr 22	₹13,181
30 Apr 23	₹14,959
30 Apr 24	₹24,460
30 Apr 25	₹26,002
30 Apr 26	₹30,191

Canara Robeco Infrastructure SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623 Invest Now

Returns for Canara Robeco Infrastructure

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 May 26

Duration	Returns
1 Month	3.3%
3 Month	3.2%
6 Month	3.8%
1 Year	16.1%
3 Year	24.7%
5 Year	23.8%
10 Year
15 Year
Since launch	14.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	0.1%
2024	35.3%
2023	41.2%
2022	9%
2021	56.1%
2020	9%
2019	2.3%
2018	-19.1%
2017	40.2%
2016	2.1%

Fund Manager information for Canara Robeco Infrastructure

Name	Since	Tenure
Vishal Mishra	26 Jun 21	4.85 Yr.
Shridatta Bhandwaldar	29 Sep 18	7.59 Yr.

Data below for Canara Robeco Infrastructure as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Industrials	46.61%
Utility	13.19%
Basic Materials	10.47%
Energy	7.67%
Financial Services	7.17%
Technology	3.55%
Communication Services	3.08%
Consumer Cyclical	2.91%
Real Estate	1.1%

Asset Allocation

Asset Class	Value
Cash	4.24%
Equity	95.76%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 28 Feb 11 \| LT	9%	₹93 Cr	232,901 ↑ 15,000
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 22 \| RELIANCE	5%	₹45 Cr	313,750 ↑ 19,500
CG Power & Industrial Solutions Ltd (Industrials) Equity, Since 31 Oct 23 \| 500093	4%	₹43 Cr	525,650 ↑ 50,000
NTPC Ltd (Utilities) Equity, Since 30 Nov 18 \| 532555	4%	₹43 Cr	1,066,480 ↓ -40,000
State Bank of India (Financial Services) Equity, Since 31 Jul 24 \| SBIN	4%	₹41 Cr	386,500 ↑ 62,500
Tata Power Co Ltd (Utilities) Equity, Since 30 Sep 24 \| 500400	4%	₹39 Cr	870,000
Bharat Electronics Ltd (Industrials) Equity, Since 31 Jul 19 \| BEL	4%	₹37 Cr	869,000
Cummins India Ltd (Industrials) Equity, Since 31 Jul 24 \| 500480	3%	₹31 Cr	58,500
Bharti Airtel Ltd (Communication Services) Equity, Since 31 May 24 \| BHARTIARTL	3%	₹30 Cr	161,600 ↑ 15,000
Power Grid Corp Of India Ltd (Utilities) Equity, Since 31 Oct 09 \| 532898	3%	₹30 Cr	932,546 ↓ -75,000

8. HDFC Infrastructure Fund

To seek long-term capital appreciation by investing predominantly in equity and equity related securities of companies engaged in or expected to benefit from growth and development of infrastructure.

Research Highlights for HDFC Infrastructure Fund

Lower mid AUM (₹2,132 Cr).
Established history (18+ yrs).
Rating: 3★ (lower mid).
Risk profile: High.
5Y return: 23.27% (bottom quartile).
3Y return: 24.08% (bottom quartile).
1Y return: 7.32% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: -0.48 (bottom quartile).
Information ratio: 0.00 (lower mid).
Higher exposure to Industrials vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
Largest holding Larsen & Toubro Ltd (~7.1%).

Below is the key information for HDFC Infrastructure Fund

HDFC Infrastructure Fund Growth
Launch Date	10 Mar 08
NAV (12 May 26)	₹46.214 ↓ -0.87 (-1.85 %)
Net Assets (Cr)	₹2,132 on 31 Mar 26
Category	Equity - Sectoral
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆
Risk	High
Expense Ratio	2.06
Sharpe Ratio	-0.48
Information Ratio	0
Alpha Ratio	0
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 Apr 21	₹10,000
30 Apr 22	₹13,193
30 Apr 23	₹15,432
30 Apr 24	₹28,143
30 Apr 25	₹28,206
30 Apr 26	₹30,023

HDFC Infrastructure Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623 Invest Now

Returns for HDFC Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 May 26

Duration	Returns
1 Month	3.3%
3 Month	-2.4%
6 Month	-2.7%
1 Year	7.3%
3 Year	24.1%
5 Year	23.3%
10 Year
15 Year
Since launch

Historical performance (Yearly) on absolute basis

Year	Returns
2025	2.2%
2024	23%
2023	55.4%
2022	19.3%
2021	43.2%
2020	-7.5%
2019	-3.4%
2018	-29%
2017	43.3%
2016	-1.9%

Fund Manager information for HDFC Infrastructure Fund

Name	Since	Tenure
Dhruv Muchhal	22 Jun 23	2.86 Yr.
Ashish Shah	1 Nov 25	0.5 Yr.

Data below for HDFC Infrastructure Fund as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Industrials	40%
Financial Services	16.54%
Utility	10.14%
Basic Materials	9.57%
Energy	9.09%
Communication Services	4.4%
Real Estate	3.32%
Health Care	2.59%
Technology	1.4%
Consumer Cyclical	0.76%

Asset Allocation

Asset Class	Value
Cash	2.2%
Equity	97.8%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Jun 12 \| LT	7%	₹151 Cr	431,000 ↑ 27,500
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| ICICIBANK	6%	₹133 Cr	1,100,000
NTPC Ltd (Utilities) Equity, Since 31 Dec 17 \| 532555	4%	₹83 Cr	2,250,000 ↑ 50,000
Kalpataru Projects International Ltd (Industrials) Equity, Since 31 Jan 23 \| KPIL	4%	₹82 Cr	778,285
Reliance Industries Ltd (Energy) Equity, Since 31 May 24 \| RELIANCE	3%	₹71 Cr	530,000 ↑ 30,000
Power Grid Corp Of India Ltd (Utilities) Equity, Since 30 Apr 24 \| 532898	3%	₹71 Cr	2,400,000 ↑ 800,000
Coal India Ltd (Energy) Equity, Since 31 Oct 18 \| COALINDIA	3%	₹63 Cr	1,400,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Sep 20 \| BHARTIARTL	3%	₹62 Cr	350,000
J Kumar Infraprojects Ltd (Industrials) Equity, Since 31 Oct 15 \| JKIL	3%	₹60 Cr	1,400,000
InterGlobe Aviation Ltd (Industrials) Equity, Since 31 Dec 21 \| INDIGO	3%	₹54 Cr	137,000 ↓ -13,000

9. Invesco India PSU Equity Fund

To generate capital appreciation by investing in Equity and Equity Related Instruments of companies where the Central / State Government(s) has majority shareholding or management control or has powers to appoint majority of directors. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Research Highlights for Invesco India PSU Equity Fund

Bottom quartile AUM (₹1,335 Cr).
Established history (16+ yrs).
Rating: 3★ (lower mid).
Risk profile: High.
5Y return: 23.24% (bottom quartile).
3Y return: 27.53% (upper mid).
1Y return: 14.65% (bottom quartile).
Alpha: -6.00 (bottom quartile).
Sharpe: 0.01 (upper mid).
Information ratio: -0.79 (bottom quartile).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding State Bank of India (~8.6%).

Below is the key information for Invesco India PSU Equity Fund

Invesco India PSU Equity Fund Growth
Launch Date	18 Nov 09
NAV (12 May 26)	₹65.38 ↓ -1.45 (-2.17 %)
Net Assets (Cr)	₹1,335 on 31 Mar 26
Category	Equity - Sectoral
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆☆
Risk	High
Expense Ratio	2.14
Sharpe Ratio	0.01
Information Ratio	-0.79
Alpha Ratio	-6
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
30 Apr 21	₹10,000
30 Apr 22	₹12,101
30 Apr 23	₹14,364
30 Apr 24	₹26,853
30 Apr 25	₹26,997
30 Apr 26	₹30,338

Invesco India PSU Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623 Invest Now

Returns for Invesco India PSU 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 11 May 26

Duration	Returns
1 Month	1.2%
3 Month	-2%
6 Month	0%
1 Year	14.7%
3 Year	27.5%
5 Year	23.2%
10 Year
15 Year
Since launch	12.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	10.3%
2024	25.6%
2023	54.5%
2022	20.5%
2021	31.1%
2020	6.1%
2019	10.1%
2018	-16.9%
2017	24.3%
2016	17.9%

Fund Manager information for Invesco India PSU Equity Fund

Name	Since	Tenure
Hiten Jain	1 Jul 25	0.83 Yr.
Sagar Gandhi	1 Jul 25	0.83 Yr.

Data below for Invesco India PSU Equity Fund as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Financial Services	30.35%
Industrials	28.06%
Utility	19.53%
Energy	13.58%
Basic Materials	3.6%
Consumer Cyclical	1.41%

Asset Allocation

Asset Class	Value
Cash	3.47%
Equity	96.53%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
State Bank of India (Financial Services) Equity, Since 28 Feb 21 \| SBIN	9%	₹115 Cr	1,171,232
Indian Bank (Financial Services) Equity, Since 30 Jun 21 \| 532814	7%	₹98 Cr	1,157,444
Hindustan Aeronautics Ltd Ordinary Shares (Industrials) Equity, Since 31 May 22 \| HAL	7%	₹91 Cr	261,137
Bharat Petroleum Corp Ltd (Energy) Equity, Since 30 Sep 18 \| 500547	6%	₹86 Cr	3,076,024 ↑ 359,015
Bharat Electronics Ltd (Industrials) Equity, Since 31 Mar 17 \| BEL	6%	₹83 Cr	2,078,629 ↓ -237,890
NTPC Ltd (Utilities) Equity, Since 31 May 19 \| 532555	5%	₹67 Cr	1,801,543
Bank of Baroda (Financial Services) Equity, Since 30 Jun 21 \| 532134	5%	₹65 Cr	2,611,219 ↑ 133,663
NTPC Green Energy Ltd (Utilities) Equity, Since 30 Nov 24 \| NTPCGREEN	5%	₹63 Cr	6,852,914 ↓ -2,276,906
REC Ltd (Financial Services) Equity, Since 31 Aug 23 \| 532955	4%	₹52 Cr	1,703,577
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 31 Aug 24 \| 500312	4%	₹52 Cr	1,821,612

ਯਾਦ ਰੱਖਣ ਵਾਲੀਆਂ ਗੱਲਾਂ

ਲਈ ਨਿਵੇਸ਼ ਤੋਂ ਰਿਟਰਨ ਲਈ ਸਿਰਫ ਨਾ ਦੌੜੋਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨਾ. ਫੰਡ ਚੁਣਨ ਤੋਂ ਪਹਿਲਾਂ ਤੁਹਾਨੂੰ ਬਹੁਤ ਸਾਰੀਆਂ ਚੀਜ਼ਾਂ 'ਤੇ ਧਿਆਨ ਦੇਣਾ ਚਾਹੀਦਾ ਹੈ ਜੋ ਤੁਹਾਡੇ ਨਿਵੇਸ਼ ਟੀਚਿਆਂ ਨਾਲ ਮੇਲ ਖਾਂਦਾ ਹੈ। ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਤੋਂ ਪਹਿਲਾਂ ਤੁਹਾਨੂੰ 3 ਗੱਲਾਂ ਦਾ ਪਾਲਣ ਕਰਨਾ ਹਮੇਸ਼ਾ ਯਾਦ ਰੱਖਣਾ ਚਾਹੀਦਾ ਹੈ।

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ਸਭ ਤੋਂ ਵੱਧ ਰਿਟਰਨ ਵਾਲੇ ਫੰਡ ਵਿੱਚ ਅੰਨ੍ਹੇਵਾਹ ਨਿਵੇਸ਼ ਨਾ ਕਰੋ। ਉਸ ਮਿਆਦ ਦੇ ਆਧਾਰ 'ਤੇ ਨਿਵੇਸ਼ ਕਰੋ ਜਿਸ ਲਈ ਤੁਸੀਂ ਨਿਵੇਸ਼ ਕਰਨਾ ਚਾਹੁੰਦੇ ਹੋ। ਹਰ ਵਿਅਕਤੀ ਦੀ ਵਿੱਤੀ ਸਥਿਤੀ ਵੱਖਰੀ ਹੁੰਦੀ ਹੈ ਕਿਉਂਕਿ ਜਿਸ ਚੀਜ਼ ਨੇ ਅਤੀਤ ਵਿੱਚ ਚੰਗਾ ਰਿਟਰਨ ਦਿੱਤਾ ਹੈ, ਇਸਦੀ ਕੋਈ ਗਰੰਟੀ ਨਹੀਂ ਹੈ ਕਿ ਇਹ ਭਵਿੱਖ ਵਿੱਚ ਬਰਾਬਰ ਰਿਟਰਨ ਦੇਵੇਗਾ।

ਫੰਡਾਂ ਦਾ ਮੁਲਾਂਕਣ ਕਰੋ

ਉਹਨਾਂ ਫੰਡਾਂ ਦਾ ਮੁਲਾਂਕਣ ਕਰੋ ਜੋ ਤੁਸੀਂ ਆਪਣੇ ਆਪ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਦੇ ਹੋ - ਕਿਸੇ ਫੰਡ ਵਿੱਚ ਇਸਦੀ ਪ੍ਰਸਿੱਧੀ ਦੇ ਕਾਰਨ ਨਿਵੇਸ਼ ਨਾ ਕਰੋ।

ਆਪਣੇ ਨਿਵੇਸ਼ ਦੀ ਸਮੀਖਿਆ ਕਰੋ

ਸਮੇਂ-ਸਮੇਂ 'ਤੇ ਆਪਣੇ ਨਿਵੇਸ਼ਾਂ ਦੀ ਸਮੀਖਿਆ ਕਰੋ ਪਰ ਅਕਸਰ ਨਹੀਂ। ਇੱਕ ਵਾਰ ਕੁਝ ਮਹੀਨਿਆਂ ਲਈ ਕਾਫ਼ੀ ਚੰਗਾ ਹੈ.

ਜੇਕਰ ਤੁਸੀਂ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਦੀ ਸ਼ੁਰੂਆਤ ਕਰਦੇ ਹੋ, ਖਾਸ ਕਰਕੇ ਇਕੁਇਟੀ ਮਿਉਚੁਅਲ ਫੰਡ ਵਿੱਚ, ਤਾਂ ਸਮਾਲ/ਮਿਡ ਕੈਪ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਬਾਰੇ ਸੋਚਣਾ ਤੁਹਾਡੇ ਲਈ ਸਭ ਤੋਂ ਵਧੀਆ ਵਿਚਾਰ ਨਹੀਂ ਹੋ ਸਕਦਾ। ਇਹ ਉਹਨਾਂ ਨਿਵੇਸ਼ਕਾਂ ਲਈ ਸਭ ਤੋਂ ਵਧੀਆ ਹਨ ਜਿਨ੍ਹਾਂ ਕੋਲ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਬਾਰੇ ਬਹੁਤ ਵਧੀਆ ਵਿਚਾਰ ਹਨ ਅਤੇ ਉਹਨਾਂ ਨਾਲ ਜੁੜੇ ਜੋਖਮ ਹਨ।

ਇਹ ਸੁਨਿਸ਼ਚਿਤ ਕਰਨ ਲਈ ਕਿ ਫੰਡ ਚੰਗੇ ਹੱਥਾਂ ਵਿੱਚ ਹੈ, ਇੱਕ ਫੰਡ ਹਾਉਸ ਚੁਣੋ ਜਿਸ ਵਿੱਚ ਫੰਡ ਮੈਨੇਜਰ ਹੋਵੇ ਜਿਸ ਵਿੱਚ ਛੋਟੇ/ਮਿਡ ਕੈਪ ਫੰਡ ਅਤੇ ਇਹਨਾਂ ਫੰਡਾਂ ਨਾਲ ਕੁਝ ਚੰਗੀ ਸੰਖਿਆ ਸਾਲਾਂ ਲਈ ਜੁੜੇ ਹੋਏ ਹਨ।

ਦੇ ਕੁਝ 'ਤੇ ਵੇਖਣ ਲਈਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੇ ਮਿਉਚੁਅਲ ਫੰਡ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਦੀ ਹਰ ਸ਼੍ਰੇਣੀ ਤੋਂ ਫੰਡ, ਚੈੱਕ ਆਊਟ ਕਰੋ। ਧੰਨ ਨਿਵੇਸ਼!

Disclaimer:
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।