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ਵਿਵਿਧ ਮਲਟੀਕੈਪ ਫੰਡ ਜਾਂ ਹੋਰ ਸਹੀ ਢੰਗ ਨਾਲ ਵਿਭਿੰਨਤਾਇਕੁਇਟੀ ਫੰਡ ਇਕੁਇਟੀ ਫੰਡਾਂ ਦੀ ਇੱਕ ਸ਼੍ਰੇਣੀ ਹੈ। ਨਿਵੇਸ਼ਕ ਉੱਚ-ਜੋਖਮ ਦੀ ਭੁੱਖ ਜੋ ਇਕੁਇਟੀ ਵਿਚ ਐਕਸਪੋਜ਼ਰ ਲੈਣਾ ਚਾਹੁੰਦੇ ਹਨ ਉਹ ਆਮ ਤੌਰ 'ਤੇ ਇਸ ਵੱਲ ਝੁਕਦੇ ਹਨਨਿਵੇਸ਼ ਵਿਭਿੰਨ ਮਲਟੀਕੈਪ ਫੰਡਾਂ ਵਿੱਚ।
ਜਿਵੇਂ ਕਿ, ਵਿਭਿੰਨ ਮਲਟੀਕੈਪ ਫੰਡ ਨਿਵੇਸ਼ ਕਰਦੇ ਹਨਬਜ਼ਾਰ ਕੈਪਸ ਜਿਵੇਂ ਕਿ - ਵੱਡੀ ਕੈਪ,ਮਿਡ-ਕੈਪ &ਛੋਟੀ ਕੈਪ, ਉਹ ਪੋਰਟਫੋਲੀਓ ਨੂੰ ਸੰਤੁਲਿਤ ਕਰਨ ਵਿੱਚ ਮਾਹਰ ਹਨ। ਸਭ ਤੋਂ ਵਧੀਆ ਵਿਭਿੰਨ ਮਲਟੀਕੈਪ ਇਕੁਇਟੀ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਕੇ, ਨਿਵੇਸ਼ਕ ਥੋੜ੍ਹਾ ਹੋਰ ਸਥਿਰ ਰਿਟਰਨ ਕਮਾ ਸਕਦੇ ਹਨ, ਹਾਲਾਂਕਿ, ਉਹ ਅਜੇ ਵੀ ਇੱਕ ਗੜਬੜ ਵਾਲੀ ਮਾਰਕੀਟ ਸਥਿਤੀ ਦੇ ਦੌਰਾਨ ਇਕੁਇਟੀ ਦੀ ਅਸਥਿਰਤਾ ਦੁਆਰਾ ਪ੍ਰਭਾਵਿਤ ਹੋਣਗੇ।
ਇੱਕ ਚੰਗੇ ਵਿਭਿੰਨਤਾ ਵਾਲੇ ਮਲਟੀਕੈਪ ਇਕੁਇਟੀ ਫੰਡ ਦੀ ਚੋਣ ਕਰਨ ਦੀ ਪ੍ਰਕਿਰਿਆ ਨੂੰ ਆਸਾਨ ਬਣਾਉਣ ਲਈ, ਅਸੀਂ ਚੋਟੀ ਦੇ 10 ਸਭ ਤੋਂ ਵਧੀਆ ਮਲਟੀ-ਕੈਪ ਇਕੁਇਟੀ ਫੰਡਾਂ ਨੂੰ ਸੂਚੀਬੱਧ ਕੀਤਾ ਹੈ - ਜੋ ਨਿਵੇਸ਼ਕ ਆਪਣੀ ਨਿਵੇਸ਼ ਯਾਤਰਾ ਦੌਰਾਨ ਧਿਆਨ ਵਿੱਚ ਰੱਖ ਸਕਦੇ ਹਨ।
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ਸਿਖਰ ਦੇ 10 ਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੇ ਵਿਭਿੰਨਤਾ ਵਾਲੇ ਮਲਟੀਕੈਪ ਮਿਉਚੁਅਲ ਫੰਡ 2022
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2025 (%) Nippon India Multi Cap Fund Growth ₹303.905
↑ 3.10 ₹53,411 5.6 3.5 0.7 16.7 19.1 4.1 HDFC Equity Fund Growth ₹2,036.46
↑ 20.15 ₹101,822 3.4 -1.4 2.4 17.3 18.2 11.4 JM Multicap Fund Growth ₹97.9133
↑ 1.07 ₹5,069 8.4 3.5 -0.7 16 16.6 -6.8 Mahindra Badhat Yojana Growth ₹38.2508
↑ 0.49 ₹6,643 9 6.7 6.2 18.3 16.1 3.4 ICICI Prudential Multicap Fund Growth ₹852.27
↑ 8.91 ₹17,676 8.1 7.8 6.1 17.8 16.1 5.7 Baroda Pioneer Multi Cap Fund Growth ₹296.06
↑ 4.31 ₹3,282 8 4.7 3.1 15.9 14.9 -2.8 Aditya Birla Sun Life Manufacturing Equity Fund Growth ₹37.41
↑ 0.39 ₹1,198 11.1 14 16.3 20.6 14 3.5 Franklin India Equity Fund Growth ₹1,611.75
↑ 17.61 ₹18,797 3.3 -2 -2.7 14.1 13.8 3.3 BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01 ₹588 -4.6 -2.6 19.3 17.3 13.6 Parag Parikh Long Term Equity Fund Growth ₹82.3858
↑ 0.28 ₹141,447 0.1 -4.3 -3.2 13.8 13.5 7.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Jul 26 Research Highlights & Commentary of 10 Funds showcased
Commentary Nippon India Multi Cap Fund HDFC Equity Fund JM Multicap Fund Mahindra Badhat Yojana ICICI Prudential Multicap Fund Baroda Pioneer Multi Cap Fund Aditya Birla Sun Life Manufacturing Equity Fund Franklin India Equity Fund BNP Paribas Multi Cap Fund Parag Parikh Long Term Equity Fund Point 1 Upper mid AUM (₹53,411 Cr). Top quartile AUM (₹101,822 Cr). Lower mid AUM (₹5,069 Cr). Lower mid AUM (₹6,643 Cr). Upper mid AUM (₹17,676 Cr). Bottom quartile AUM (₹3,282 Cr). Bottom quartile AUM (₹1,198 Cr). Upper mid AUM (₹18,797 Cr). Bottom quartile AUM (₹588 Cr). Highest AUM (₹141,447 Cr). Point 2 Established history (21+ yrs). Oldest track record among peers (31 yrs). Established history (17+ yrs). Established history (9+ yrs). Established history (31+ yrs). Established history (22+ yrs). Established history (11+ yrs). Established history (31+ yrs). Established history (20+ yrs). Established history (13+ yrs). Point 3 Rating: 2★ (bottom quartile). Rating: 3★ (upper mid). Top rated. Not Rated. Rating: 3★ (upper mid). Rating: 3★ (upper mid). Not Rated. Rating: 3★ (lower mid). Rating: 4★ (top quartile). Rating: 3★ (lower mid). 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: High. Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: Moderately High. Point 5 5Y return: 19.10% (top quartile). 5Y return: 18.16% (top quartile). 5Y return: 16.60% (upper mid). 5Y return: 16.14% (upper mid). 5Y return: 16.07% (upper mid). 5Y return: 14.86% (lower mid). 5Y return: 14.02% (lower mid). 5Y return: 13.82% (bottom quartile). 5Y return: 13.57% (bottom quartile). 5Y return: 13.50% (bottom quartile). Point 6 3Y return: 16.73% (lower mid). 3Y return: 17.29% (upper mid). 3Y return: 16.02% (lower mid). 3Y return: 18.33% (top quartile). 3Y return: 17.81% (upper mid). 3Y return: 15.93% (bottom quartile). 3Y return: 20.56% (top quartile). 3Y return: 14.10% (bottom quartile). 3Y return: 17.28% (upper mid). 3Y return: 13.79% (bottom quartile). Point 7 1Y return: 0.71% (lower mid). 1Y return: 2.38% (lower mid). 1Y return: -0.73% (bottom quartile). 1Y return: 6.22% (upper mid). 1Y return: 6.14% (upper mid). 1Y return: 3.05% (upper mid). 1Y return: 16.32% (top quartile). 1Y return: -2.74% (bottom quartile). 1Y return: 19.34% (top quartile). 1Y return: -3.21% (bottom quartile). Point 8 Alpha: -1.22 (lower mid). Alpha: -1.71 (lower mid). Alpha: -2.68 (bottom quartile). Alpha: 4.99 (top quartile). Alpha: 5.38 (top quartile). Alpha: 0.54 (upper mid). Alpha: 0.00 (upper mid). Alpha: -5.60 (bottom quartile). Alpha: 0.00 (upper mid). Alpha: -2.96 (bottom quartile). Point 9 Sharpe: -0.19 (lower mid). Sharpe: -0.31 (lower mid). Sharpe: -0.37 (bottom quartile). Sharpe: 0.15 (upper mid). Sharpe: 0.15 (upper mid). Sharpe: -0.09 (upper mid). Sharpe: 0.59 (top quartile). Sharpe: -0.55 (bottom quartile). Sharpe: 2.86 (top quartile). Sharpe: -0.46 (bottom quartile). Point 10 Information ratio: 0.39 (upper mid). Information ratio: 0.80 (top quartile). Information ratio: 0.53 (upper mid). Information ratio: 0.65 (upper mid). Information ratio: 0.79 (top quartile). Information ratio: 0.01 (bottom quartile). Information ratio: 0.00 (bottom quartile). Information ratio: 0.18 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.12 (lower mid). Nippon India Multi Cap Fund
HDFC Equity Fund
JM Multicap Fund
Mahindra Badhat Yojana
ICICI Prudential Multicap Fund
Baroda Pioneer Multi Cap Fund
Aditya Birla Sun Life Manufacturing Equity Fund
Franklin India Equity Fund
BNP Paribas Multi Cap Fund
Parag Parikh Long Term Equity Fund
ਵਿਵਿਧ ਮਲਟੀਕੈਪ ਉਪਰੋਕਤ AUM/ਨੈੱਟ ਸੰਪਤੀਆਂ ਵਾਲੇ ਫੰਡ500 ਕਰੋੜ. 'ਤੇ ਛਾਂਟੀ ਕੀਤੀਪਿਛਲੇ 5 ਸਾਲਾਂ ਦੀ ਵਾਪਸੀ.
(Erstwhile Reliance Equity Opportunities Fund) The primary investment objective of the scheme is to seek to generate capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity securities & equity related securities and the secondary objective is to generate consistent returns by investing in debt and money market securities. Below is the key information for Nippon India Multi Cap Fund Returns up to 1 year are on Aims at providing capital appreciation through investments predominantly in equity oriented securities Research Highlights for HDFC Equity Fund Below is the key information for HDFC Equity Fund Returns up to 1 year are on (Erstwhile JM Multi Strategy Fund) The investment objective of the Scheme is to provide capital appreciation by investing in equity and equity related securities using a combination of strategies. Research Highlights for JM Multicap Fund Below is the key information for JM Multicap Fund Returns up to 1 year are on The investment objective of the Scheme is to provide medium to long term capital appreciation through appropriate diversification and taking low risk on business quality. The diversified portfolio would predominantly consist of equity and equity related securities including derivatives. However, there can be no assurance that the investment objective of the Scheme will be achieved. Research Highlights for Mahindra Badhat Yojana Below is the key information for Mahindra Badhat Yojana Returns up to 1 year are on To generate capital appreciation through investments in equity and equity related securities in core sectors and associated feeder industries. Research Highlights for ICICI Prudential Multicap Fund Below is the key information for ICICI Prudential Multicap Fund Returns up to 1 year are on (Erstwhile Baroda Pioneer Growth Fund) To generate long term capital appreciation from an actively managed portfolio of equity & equity related instruments. Research Highlights for Baroda Pioneer Multi Cap Fund Below is the key information for Baroda Pioneer Multi Cap Fund Returns up to 1 year are on The primary investment objective of the Schemes is to generate long-term capital appreciation to unit holders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in Manufacturing activity. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved. Research Highlights for Aditya Birla Sun Life Manufacturing Equity Fund Below is the key information for Aditya Birla Sun Life Manufacturing Equity Fund Returns up to 1 year are on (Erstwhile Franklin India Prima Plus) The investment objective of Prima Plus is to provide growth of capital plus regular dividend through a diversified portfolio of equities, fixed income securities and money market instruments. Research Highlights for Franklin India Equity Fund Below is the key information for Franklin India Equity Fund Returns up to 1 year are on (Erstwhile BNP Paribas Dividend Yield Fund) The investment objective of the scheme is to generate long term capital growth from an actively managed portfolio of equity and equity related securities, primarily being high dividend yield stocks. High dividend yield stocks are
defined as stocks of companies that have a dividend yield in excess of 0.5%, at the time of investment. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns. Research Highlights for BNP Paribas Multi Cap Fund Below is the key information for BNP Paribas Multi Cap Fund Returns up to 1 year are on (Erstwhile Parag Parikh Long Term Value Fund) The investment objective of the scheme is to seek to generate long-term capital growth from an actively managed portfolio primarily of equity and equity related securities. Research Highlights for Parag Parikh Long Term Equity Fund Below is the key information for Parag Parikh Long Term Equity Fund Returns up to 1 year are on 1. Nippon India Multi Cap Fund
Nippon India Multi Cap Fund
Growth Launch Date 28 Mar 05 NAV (10 Jul 26) ₹303.905 ↑ 3.10 (1.03 %) Net Assets (Cr) ₹53,411 on 31 May 26 Category Equity - Multi Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 1.57 Sharpe Ratio -0.19 Information Ratio 0.39 Alpha Ratio -1.22 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 Jun 21 ₹10,000 30 Jun 22 ₹11,061 30 Jun 23 ₹15,219 30 Jun 24 ₹22,890 30 Jun 25 ₹24,244 30 Jun 26 ₹24,130 Returns for Nippon India Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jul 26 Duration Returns 1 Month 4.9% 3 Month 5.6% 6 Month 3.5% 1 Year 0.7% 3 Year 16.7% 5 Year 19.1% 10 Year 15 Year Since launch 17.4% Historical performance (Yearly) on absolute basis
Year Returns 2025 4.1% 2024 25.8% 2023 38.1% 2022 14.1% 2021 48.9% 2020 0% 2019 2.2% 2018 -2.2% 2017 40.9% 2016 -6.7% Fund Manager information for Nippon India Multi Cap Fund
Name Since Tenure Sailesh Raj Bhan 31 Mar 05 21.26 Yr. Kinjal Desai 25 May 18 8.11 Yr. Amber Singhania 11 Mar 26 0.31 Yr. Data below for Nippon India Multi Cap Fund as on 31 May 26
Equity Sector Allocation
Sector Value Financial Services 23.7% Consumer Cyclical 22.47% Industrials 17.43% Health Care 10.33% Utility 6.8% Consumer Defensive 5.76% Basic Materials 5.48% Technology 4.53% Energy 1.87% Communication Services 1.19% Asset Allocation
Asset Class Value Cash 0.44% Equity 99.56% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK6% ₹3,203 Cr 43,024,725
↑ 1,000,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK4% ₹2,248 Cr 17,893,364
↑ 800,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 15 | AXISBANK4% ₹1,884 Cr 14,640,351
↑ 500,000 GE Vernova T&D India Ltd (Industrials)
Equity, Since 31 May 12 | GVT&D3% ₹1,534 Cr 2,979,864
↓ -54,518 Infosys Ltd (Technology)
Equity, Since 30 Apr 09 | INFY2% ₹1,328 Cr 11,439,713 NTPC Ltd (Utilities)
Equity, Since 30 Jun 23 | NTPC2% ₹1,152 Cr 29,762,573 Max Financial Services Ltd (Financial Services)
Equity, Since 31 Mar 12 | MFSL2% ₹1,114 Cr 6,653,107 Linde India Ltd (Basic Materials)
Equity, Since 31 May 13 | LINDEINDIA2% ₹1,098 Cr 1,524,539 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 10 | LT2% ₹1,017 Cr 2,494,471 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE2% ₹1,000 Cr 7,568,975 2. HDFC Equity Fund
HDFC Equity Fund
Growth Launch Date 1 Jan 95 NAV (10 Jul 26) ₹2,036.46 ↑ 20.15 (1.00 %) Net Assets (Cr) ₹101,822 on 31 May 26 Category Equity - Multi Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.44 Sharpe Ratio -0.31 Information Ratio 0.8 Alpha Ratio -1.71 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 Jun 21 ₹10,000 30 Jun 22 ₹10,813 30 Jun 23 ₹14,147 30 Jun 24 ₹20,336 30 Jun 25 ₹22,540 30 Jun 26 ₹22,569 Returns for HDFC Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jul 26 Duration Returns 1 Month 5.7% 3 Month 3.4% 6 Month -1.4% 1 Year 2.4% 3 Year 17.3% 5 Year 18.2% 10 Year 15 Year Since launch 18.4% Historical performance (Yearly) on absolute basis
Year Returns 2025 11.4% 2024 23.5% 2023 30.6% 2022 18.3% 2021 36.2% 2020 6.4% 2019 6.8% 2018 -3.5% 2017 36.9% 2016 7.3% Fund Manager information for HDFC Equity Fund
Name Since Tenure Amit Ganatra 1 Feb 26 0.41 Yr. Dhruv Muchhal 22 Jun 23 3.03 Yr. Data below for HDFC Equity Fund as on 31 May 26
Equity Sector Allocation
Sector Value Financial Services 36.04% Consumer Cyclical 16.74% Health Care 11.15% Industrials 8.68% Technology 5.57% Basic Materials 4.25% Communication Services 2.96% Energy 2.84% Real Estate 2.67% Utility 2.51% Consumer Defensive 1.49% Asset Allocation
Asset Class Value Cash 4.6% Equity 94.9% Debt 0.5% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK9% ₹8,987 Cr 71,531,574
↑ 2,400,440 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 17 | AXISBANK7% ₹6,961 Cr 54,105,435 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | HDFCBANK6% ₹6,599 Cr 88,634,120 State Bank of India (Financial Services)
Equity, Since 31 Jan 03 | SBIN4% ₹4,299 Cr 44,579,608 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Mar 21 | SBILIFE4% ₹3,830 Cr 20,930,184 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 12 | LT4% ₹3,619 Cr 8,878,007
↑ 503,103 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 23 | KOTAKBANK3% ₹3,496 Cr 91,000,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 20 | BHARTIARTL3% ₹3,017 Cr 16,495,885 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | MARUTI3% ₹2,958 Cr 2,253,697
↑ 152,699 Cipla Ltd (Healthcare)
Equity, Since 30 Sep 12 | CIPLA3% ₹2,942 Cr 21,000,000 3. JM Multicap Fund
JM Multicap Fund
Growth Launch Date 23 Sep 08 NAV (10 Jul 26) ₹97.9133 ↑ 1.07 (1.10 %) Net Assets (Cr) ₹5,069 on 31 May 26 Category Equity - Multi Cap AMC JM Financial Asset Management Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.84 Sharpe Ratio -0.37 Information Ratio 0.53 Alpha Ratio -2.68 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-60 Days (1%),60 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 21 ₹10,000 30 Jun 22 ₹10,440 30 Jun 23 ₹13,802 30 Jun 24 ₹22,664 30 Jun 25 ₹21,943 30 Jun 26 ₹21,442 Returns for JM Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jul 26 Duration Returns 1 Month 5.5% 3 Month 8.4% 6 Month 3.5% 1 Year -0.7% 3 Year 16% 5 Year 16.6% 10 Year 15 Year Since launch 13.7% Historical performance (Yearly) on absolute basis
Year Returns 2025 -6.8% 2024 33.3% 2023 40% 2022 7.8% 2021 32.9% 2020 11.4% 2019 16.6% 2018 -5.4% 2017 39.5% 2016 10.5% Fund Manager information for JM Multicap Fund
Name Since Tenure Satish Ramanathan 20 Aug 21 4.86 Yr. Asit Bhandarkar 1 Oct 24 1.75 Yr. Ruchi Fozdar 4 Oct 24 1.74 Yr. Deepak Gupta 11 Apr 25 1.22 Yr. Data below for JM Multicap Fund as on 31 May 26
Equity Sector Allocation
Sector Value Financial Services 29.54% Consumer Cyclical 19.5% Industrials 9.6% Basic Materials 8.84% Technology 8.67% Health Care 6.63% Energy 6.28% Consumer Defensive 3.91% Utility 3.04% Communication Services 2.09% Asset Allocation
Asset Class Value Cash 1.88% Equity 98.1% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | HDFCBANK5% ₹257 Cr 3,450,000
↑ 1,200,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | ICICIBANK4% ₹222 Cr 1,770,062
↑ 350,000 Godfrey Phillips India Ltd (Consumer Defensive)
Equity, Since 28 Feb 25 | GODFRYPHLP3% ₹155 Cr 680,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT3% ₹142 Cr 347,357
↑ 36,689 Arvind Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | ARVIND3% ₹132 Cr 2,781,193 One97 Communications Ltd (Technology)
Equity, Since 31 May 25 | PAYTM2% ₹111 Cr 989,776 NTPC Ltd (Utilities)
Equity, Since 31 Jan 26 | NTPC2% ₹110 Cr 2,854,299
↓ -500,000 Garware Hi-Tech Films Ltd (Basic Materials)
Equity, Since 28 Feb 25 | 5006552% ₹108 Cr 175,925 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL2% ₹106 Cr 578,700
↑ 51,500 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN2% ₹105 Cr 1,090,196 4. Mahindra Badhat Yojana
Mahindra Badhat Yojana
Growth Launch Date 11 May 17 NAV (10 Jul 26) ₹38.2508 ↑ 0.49 (1.30 %) Net Assets (Cr) ₹6,643 on 31 May 26 Category Equity - Multi Cap AMC Mahindra Asset Management Company Pvt. Ltd. Rating Risk Moderately High Expense Ratio 1.83 Sharpe Ratio 0.15 Information Ratio 0.65 Alpha Ratio 4.99 Min Investment 1,000 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 Jun 21 ₹10,000 30 Jun 22 ₹10,046 30 Jun 23 ₹12,767 30 Jun 24 ₹19,053 30 Jun 25 ₹20,071 30 Jun 26 ₹20,952 Returns for Mahindra Badhat Yojana
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jul 26 Duration Returns 1 Month 6.2% 3 Month 9% 6 Month 6.7% 1 Year 6.2% 3 Year 18.3% 5 Year 16.1% 10 Year 15 Year Since launch 15.8% Historical performance (Yearly) on absolute basis
Year Returns 2025 3.4% 2024 23.4% 2023 34.2% 2022 1.6% 2021 50.8% 2020 16.6% 2019 13.8% 2018 -9.9% 2017 2016 Fund Manager information for Mahindra Badhat Yojana
Name Since Tenure Fatema Pacha 16 Oct 20 5.71 Yr. Vishal Jajoo 3 Nov 25 0.66 Yr. Data below for Mahindra Badhat Yojana as on 31 May 26
Equity Sector Allocation
Sector Value Financial Services 25.73% Industrials 16.66% Basic Materials 12.89% Health Care 11.59% Consumer Cyclical 10.28% Technology 5.97% Energy 4.98% Consumer Defensive 2.92% Communication Services 2.42% Utility 1.05% Asset Allocation
Asset Class Value Cash 4.52% Equity 95.48% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 25 | LT3% ₹215 Cr 526,466 Adani Enterprises Ltd (Energy)
Equity, Since 30 Apr 26 | ADANIENT3% ₹210 Cr 715,000
↑ 75,000 Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Apr 23 | DIVISLAB3% ₹190 Cr 285,000 BSE Ltd (Financial Services)
Equity, Since 31 Mar 26 | BSE2% ₹166 Cr 400,000 Neuland Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 25 | NEULANDLAB2% ₹160 Cr 93,734 Laurus Labs Ltd (Healthcare)
Equity, Since 31 Dec 24 | LAURUSLABS2% ₹150 Cr 1,100,000 Polycab India Ltd (Industrials)
Equity, Since 31 Jul 25 | POLYCAB2% ₹145 Cr 153,500
↓ -39,500 UltraTech Cement Ltd (Basic Materials)
Equity, Since 28 Feb 25 | ULTRACEMCO2% ₹144 Cr 125,000 Nippon Life India Asset Management Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Mar 26 | NAM-INDIA2% ₹142 Cr 1,294,861
↑ 30,212 Aditya Birla Capital Ltd (Financial Services)
Equity, Since 30 Apr 26 | ABCAPITAL2% ₹142 Cr 3,914,874 5. ICICI Prudential Multicap Fund
ICICI Prudential Multicap Fund
Growth Launch Date 1 Oct 94 NAV (10 Jul 26) ₹852.27 ↑ 8.91 (1.06 %) Net Assets (Cr) ₹17,676 on 31 May 26 Category Equity - Multi Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.75 Sharpe Ratio 0.15 Information Ratio 0.79 Alpha Ratio 5.38 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-18 Months (1%),18 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 21 ₹10,000 30 Jun 22 ₹10,092 30 Jun 23 ₹12,939 30 Jun 24 ₹18,753 30 Jun 25 ₹20,015 30 Jun 26 ₹21,162 Returns for ICICI Prudential Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jul 26 Duration Returns 1 Month 5% 3 Month 8.1% 6 Month 7.8% 1 Year 6.1% 3 Year 17.8% 5 Year 16.1% 10 Year 15 Year Since launch 15% Historical performance (Yearly) on absolute basis
Year Returns 2025 5.7% 2024 20.7% 2023 35.4% 2022 4.7% 2021 36.4% 2020 9.2% 2019 6% 2018 0.2% 2017 28% 2016 10.1% Fund Manager information for ICICI Prudential Multicap Fund
Name Since Tenure Lalit Kumar 29 Sep 25 0.75 Yr. Sharmila D’mello 31 Jul 22 3.92 Yr. Data below for ICICI Prudential Multicap Fund as on 31 May 26
Equity Sector Allocation
Sector Value Basic Materials 26.66% Industrials 22.78% Financial Services 17.61% Consumer Cyclical 15.95% Real Estate 3.81% Health Care 3.27% Energy 2.35% Technology 1.8% Communication Services 1.12% Utility 0.15% Asset Allocation
Asset Class Value Cash 2.17% Equity 97.83% Top Securities Holdings / Portfolio
Name Holding Value Quantity BSE Ltd (Financial Services)
Equity, Since 31 Aug 25 | BSE4% ₹640 Cr 1,543,998 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Aug 25 | ULTRACEMCO3% ₹480 Cr 418,008 Jindal Steel Ltd (Basic Materials)
Equity, Since 31 Aug 25 | JINDALSTEL3% ₹459 Cr 3,800,436 Vedanta Ltd (Basic Materials)
Equity, Since 31 Aug 25 | VEDL2% ₹400 Cr 11,352,245 ABB India Ltd (Industrials)
Equity, Since 31 Aug 25 | ABB2% ₹388 Cr 534,711
↑ 50,000 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | MOTHERSON2% ₹363 Cr 24,891,842 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Aug 25 | INDIGO2% ₹358 Cr 813,428 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 30 Sep 25 | MCX2% ₹356 Cr 1,204,496 Apar Industries Ltd (Industrials)
Equity, Since 31 Aug 25 | APARINDS2% ₹329 Cr 250,451 Bharat Forge Ltd (Consumer Cyclical)
Equity, Since 31 Jul 23 | BHARATFORG2% ₹308 Cr 1,575,011 6. Baroda Pioneer Multi Cap Fund
Baroda Pioneer Multi Cap Fund
Growth Launch Date 12 Sep 03 NAV (10 Jul 26) ₹296.06 ↑ 4.31 (1.48 %) Net Assets (Cr) ₹3,282 on 31 May 26 Category Equity - Multi Cap AMC Baroda Pioneer Asset Management Co. Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 2 Sharpe Ratio -0.09 Information Ratio 0.01 Alpha Ratio 0.54 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 21 ₹10,000 30 Jun 22 ₹10,354 30 Jun 23 ₹13,035 30 Jun 24 ₹19,145 30 Jun 25 ₹19,798 30 Jun 26 ₹19,949 Returns for Baroda Pioneer Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jul 26 Duration Returns 1 Month 5.9% 3 Month 8% 6 Month 4.7% 1 Year 3.1% 3 Year 15.9% 5 Year 14.9% 10 Year 15 Year Since launch 16% Historical performance (Yearly) on absolute basis
Year Returns 2025 -2.8% 2024 31.7% 2023 30.8% 2022 -3% 2021 47.9% 2020 19.5% 2019 8.9% 2018 -11.9% 2017 36.8% 2016 2.3% Fund Manager information for Baroda Pioneer Multi Cap Fund
Name Since Tenure Sanjay Chawla 1 Nov 15 10.67 Yr. Kirtan Mehta 29 Nov 25 0.59 Yr. Data below for Baroda Pioneer Multi Cap Fund as on 31 May 26
Equity Sector Allocation
Sector Value Financial Services 29.03% Industrials 14.95% Basic Materials 12.14% Consumer Cyclical 11.19% Technology 8.86% Health Care 7.35% Energy 4.01% Consumer Defensive 3.78% Communication Services 2.93% Utility 1.25% Real Estate 0.77% Asset Allocation
Asset Class Value Cash 2.66% Equity 96.26% Debt 1.05% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL3% ₹96 Cr 525,000 IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Nov 25 | INDUSINDBK3% ₹94 Cr 1,025,000 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Nov 25 | BHEL3% ₹93 Cr 2,224,254
↓ -475,746 Persistent Systems Ltd (Technology)
Equity, Since 31 Dec 24 | PERSISTENT3% ₹88 Cr 170,000
↑ 10,000 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 24 | NAVINFLUOR3% ₹87 Cr 122,500
↓ -7,500 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 25 | SBILIFE2% ₹73 Cr 400,000
↑ 50,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE2% ₹73 Cr 550,000 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | KARURVYSYA2% ₹72 Cr 2,500,000 Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 30 Sep 20 | RADICO2% ₹72 Cr 205,000
↓ -13,076 Hitachi Energy India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Aug 22 | POWERINDIA2% ₹71 Cr 18,500
↓ -1,500 7. Aditya Birla Sun Life Manufacturing Equity Fund
Aditya Birla Sun Life Manufacturing Equity Fund
Growth Launch Date 31 Jan 15 NAV (10 Jul 26) ₹37.41 ↑ 0.39 (1.05 %) Net Assets (Cr) ₹1,198 on 31 May 26 Category Equity - Multi Cap AMC Birla Sun Life Asset Management Co Ltd Rating Risk High Expense Ratio 2.26 Sharpe Ratio 0.59 Information Ratio 0 Alpha Ratio 0 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 Jun 21 ₹10,000 30 Jun 22 ₹9,041 30 Jun 23 ₹10,990 30 Jun 24 ₹16,389 30 Jun 25 ₹16,663 30 Jun 26 ₹19,176 Returns for Aditya Birla Sun Life Manufacturing Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jul 26 Duration Returns 1 Month 5.2% 3 Month 11.1% 6 Month 14% 1 Year 16.3% 3 Year 20.6% 5 Year 14% 10 Year 15 Year Since launch 12.2% Historical performance (Yearly) on absolute basis
Year Returns 2025 3.5% 2024 25% 2023 32.5% 2022 -1.4% 2021 22.1% 2020 26.3% 2019 -4% 2018 -12.9% 2017 41.7% 2016 9.2% Fund Manager information for Aditya Birla Sun Life Manufacturing Equity Fund
Name Since Tenure Dhaval Joshi 13 May 26 0.13 Yr. Data below for Aditya Birla Sun Life Manufacturing Equity Fund as on 31 May 26
Equity Sector Allocation
Sector Value Consumer Cyclical 27.93% Industrials 26.34% Basic Materials 19.65% Health Care 11.14% Consumer Defensive 4.47% Energy 4.04% Technology 1.61% Utility 1.07% Asset Allocation
Asset Class Value Cash 1.8% Equity 98.2% Top Securities Holdings / Portfolio
Name Holding Value Quantity Hindalco Industries Ltd (Basic Materials)
Equity, Since 31 Mar 17 | HINDALCO6% ₹68 Cr 600,000 Cummins India Ltd (Industrials)
Equity, Since 28 Feb 15 | CUMMINSIND4% ₹50 Cr 85,582 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 19 | RELIANCE4% ₹48 Cr 366,616 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | M&M4% ₹44 Cr 144,570 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | MARUTI3% ₹40 Cr 30,843 Tata Steel Ltd (Basic Materials)
Equity, Since 30 Jun 16 | TATASTEEL3% ₹37 Cr 1,795,574 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Nov 22 | SUNPHARMA3% ₹34 Cr 190,238 Jindal Steel Ltd (Basic Materials)
Equity, Since 31 Jul 24 | JINDALSTEL3% ₹31 Cr 256,435 Sansera Engineering Ltd (Consumer Cyclical)
Equity, Since 31 Jan 24 | SANSERA2% ₹29 Cr 100,000 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | MOTHERSON2% ₹28 Cr 1,926,526 8. Franklin India Equity Fund
Franklin India Equity Fund
Growth Launch Date 29 Sep 94 NAV (10 Jul 26) ₹1,611.75 ↑ 17.61 (1.10 %) Net Assets (Cr) ₹18,797 on 31 May 26 Category Equity - Multi Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.72 Sharpe Ratio -0.55 Information Ratio 0.18 Alpha Ratio -5.6 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 Jun 21 ₹10,000 30 Jun 22 ₹10,203 30 Jun 23 ₹12,784 30 Jun 24 ₹18,525 30 Jun 25 ₹19,803 30 Jun 26 ₹18,785 Returns for Franklin India Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jul 26 Duration Returns 1 Month 5.7% 3 Month 3.3% 6 Month -2% 1 Year -2.7% 3 Year 14.1% 5 Year 13.8% 10 Year 15 Year Since launch 17.3% Historical performance (Yearly) on absolute basis
Year Returns 2025 3.3% 2024 21.8% 2023 30.8% 2022 5.3% 2021 40.3% 2020 16% 2019 3.3% 2018 -4.4% 2017 30.6% 2016 5% Fund Manager information for Franklin India Equity Fund
Name Since Tenure R. Janakiraman 1 Feb 11 15.42 Yr. Sandeep Manam 18 Oct 21 4.7 Yr. Rajasa Kakulavarapu 1 Dec 23 2.58 Yr. Data below for Franklin India Equity Fund as on 31 May 26
Equity Sector Allocation
Sector Value Financial Services 29.78% Industrials 14.81% Consumer Cyclical 9.2% Basic Materials 9.04% Technology 6.96% Health Care 6.14% Consumer Defensive 5.15% Utility 4.89% Energy 4.46% Communication Services 3.29% Real Estate 1.48% Asset Allocation
Asset Class Value Cash 4.79% Equity 95.21% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK7% ₹1,390 Cr 18,669,284 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK6% ₹1,117 Cr 8,891,035 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | AXISBANK5% ₹1,025 Cr 7,968,423 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | LT4% ₹754 Cr 1,849,010 State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | SBIN3% ₹627 Cr 6,506,362 Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | BHARTIARTL3% ₹619 Cr 3,383,167
↓ -247,739 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE3% ₹594 Cr 4,493,052 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 21 | KOTAKBANK3% ₹571 Cr 14,862,470 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY3% ₹539 Cr 4,646,580 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | M&M3% ₹520 Cr 1,707,271 9. BNP Paribas Multi Cap Fund
BNP Paribas Multi Cap Fund
Growth Launch Date 15 Sep 05 NAV (13 Mar 22) ₹73.5154 ↓ -0.01 (-0.01 %) Net Assets (Cr) ₹588 on 31 Jan 22 Category Equity - Multi Cap AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.44 Sharpe Ratio 2.86 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 21 ₹10,000 Returns for BNP Paribas Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jul 26 Duration Returns 1 Month -4.4% 3 Month -4.6% 6 Month -2.6% 1 Year 19.3% 3 Year 17.3% 5 Year 13.6% 10 Year 15 Year Since launch 12.9% Historical performance (Yearly) on absolute basis
Year Returns 2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 Fund Manager information for BNP Paribas Multi Cap Fund
Name Since Tenure Data below for BNP Paribas Multi Cap Fund as on 31 Jan 22
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 10. Parag Parikh Long Term Equity Fund
Parag Parikh Long Term Equity Fund
Growth Launch Date 24 May 13 NAV (09 Jul 26) ₹82.3858 ↑ 0.28 (0.34 %) Net Assets (Cr) ₹141,447 on 31 May 26 Category Equity - Multi Cap AMC PPFAS Asset Management Pvt. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.33 Sharpe Ratio -0.46 Information Ratio 0.12 Alpha Ratio -2.96 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (2%),365-730 Days (1%),730 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 21 ₹10,000 30 Jun 22 ₹10,225 30 Jun 23 ₹12,905 30 Jun 24 ₹17,601 30 Jun 25 ₹19,820 30 Jun 26 ₹19,046 Returns for Parag Parikh Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Jul 26 Duration Returns 1 Month 1.6% 3 Month 0.1% 6 Month -4.3% 1 Year -3.2% 3 Year 13.8% 5 Year 13.5% 10 Year 15 Year Since launch 17.4% Historical performance (Yearly) on absolute basis
Year Returns 2025 7.8% 2024 23.9% 2023 36.6% 2022 -7.2% 2021 45.5% 2020 32.3% 2019 14.4% 2018 -0.4% 2017 29.4% 2016 3.3% Fund Manager information for Parag Parikh Long Term Equity Fund
Name Since Tenure Raj Mehta 27 Jan 16 10.43 Yr. Rajeev Thakkar 24 May 13 13.11 Yr. Raunak Onkar 24 May 13 13.11 Yr. Rukun Tarachandani 16 May 22 4.13 Yr. Tejas Soman 1 Sep 25 0.83 Yr. Mansi Kariya 22 Dec 23 2.53 Yr. Aishwarya Dhar 1 Sep 25 0.83 Yr. Data below for Parag Parikh Long Term Equity Fund as on 31 May 26
Equity Sector Allocation
Sector Value Financial Services 25.88% Technology 11.41% Communication Services 10.1% Consumer Cyclical 8.95% Utility 7.48% Consumer Defensive 6.63% Energy 5.88% Health Care 4.53% Real Estate 4.11% Basic Materials 0.55% Industrials 0.44% Asset Allocation
Asset Class Value Cash 14.03% Equity 85.23% Debt 0.74% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK8% ₹11,148 Cr 149,727,224
↑ 4,720,021 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Sep 21 | POWERGRID6% ₹9,066 Cr 312,022,782
↑ 2,588,518 ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 20 | ITC6% ₹8,259 Cr 287,864,469
↑ 44,663,580 Coal India Ltd (Energy)
Equity, Since 31 May 22 | COALINDIA6% ₹8,005 Cr 174,816,417
↑ 674,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 14 | ICICIBANK5% ₹7,226 Cr 57,517,280
↑ 2,671,097 Alphabet Inc Class A (Communication Services)
Equity, Since 31 May 21 | GOOGL5% ₹6,829 Cr 1,889,757 Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | BAJAJHLDNG4% ₹6,337 Cr 6,115,824
↑ 61,078 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | KOTAKBANK4% ₹5,834 Cr 151,839,325
↑ 3,500,000 HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 21 | HCLTECH4% ₹5,087 Cr 42,972,063
↑ 2,672,088 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Mar 24 | M&M3% ₹4,885 Cr 16,039,400
↑ 13,400
ਮਲਟੀਕੈਪ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ ਔਨਲਾਈਨ ਕਿਵੇਂ ਨਿਵੇਸ਼ ਕਰੋ?
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. ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਦੇ ਕੀ ਫਾਇਦੇ ਹਨ?
A: ਮਿਉਚੁਅਲ ਫੰਡ ਤੁਹਾਡੇ ਨਿਵੇਸ਼ ਪੋਰਟਫੋਲੀਓ ਨੂੰ ਵਿਭਿੰਨ ਬਣਾਉਣ ਵਿੱਚ ਮਦਦ ਕਰ ਸਕਦਾ ਹੈ, ਅਤੇ ਤੁਸੀਂ ਇਹ ਯਕੀਨੀ ਬਣਾ ਸਕਦੇ ਹੋ ਕਿ ਤੁਹਾਡੇ ਕੋਲ ਪੈਸਿਵ ਕਮਾਈ ਦੇ ਕਈ ਪੁਆਇੰਟ ਹਨਆਮਦਨ. ਇਹ ਨਿਵੇਸ਼ ਦੇ ਜੋਖਮ ਨੂੰ ਵੀ ਘਟਾਉਂਦਾ ਹੈ, ਅਤੇ ਤੁਸੀਂ ਇੱਕੋ ਫੰਡ ਦੇ ਨਾਲ ਕਈ ਸਟਾਕਾਂ ਅਤੇ ਸ਼ੇਅਰਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰ ਸਕਦੇ ਹੋ। ਇਸ ਲਈ, ਜੇਕਰ ਇੱਕ ਸਟਾਕ ਪ੍ਰਦਰਸ਼ਨ ਨਹੀਂ ਕਰਦਾ ਹੈ, ਤਾਂ ਜੋਖਮ ਹੋਵੇਗਾਆਫਸੈੱਟ ਹੋਰ ਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੇ ਸਟਾਕ ਦੇ ਨਾਲ.
2. ਤੁਹਾਨੂੰ ਫੰਡ ਦੇ ਪਰਿਪੱਕ ਹੋਣ ਲਈ ਕਿੰਨਾ ਸਮਾਂ ਉਡੀਕ ਕਰਨੀ ਚਾਹੀਦੀ ਹੈ?
A: ਤੁਹਾਨੂੰ ਆਪਣੇ ਫੰਡਾਂ ਦੇ ਪਰਿਪੱਕ ਹੋਣ ਲਈ 5-7 ਸਾਲ ਉਡੀਕ ਕਰਨੀ ਚਾਹੀਦੀ ਹੈ। ਇਹ ਤੁਹਾਡੇ ਨਿਵੇਸ਼ ਤੋਂ ਵੱਧ ਤੋਂ ਵੱਧ ਲਾਭ ਕਮਾਉਣ ਵਿੱਚ ਤੁਹਾਡੀ ਮਦਦ ਕਰੇਗਾ।
3. ਕੀ ਹੋਰ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਨਾਲੋਂ ਮਲਟੀ-ਕੈਪ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨਾ ਲਾਭਦਾਇਕ ਹੈ?
A: ਮਲਟੀ-ਕੈਪ ਫੰਡ ਆਦਰਸ਼ ਹਨ ਜੇਕਰ ਤੁਸੀਂ ਕਿਸੇ ਨਿਵੇਸ਼ ਪੋਰਟਫੋਲੀਓ ਦੇ ਜੋਖਮਾਂ ਨੂੰ ਘਟਾਉਣਾ ਚਾਹੁੰਦੇ ਹੋ। ਇਹਨਾਂ ਫੰਡਾਂ ਵਿੱਚ ਘੱਟ ਜੋਖਮ ਹੁੰਦੇ ਹਨ।
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 Nippon India Multi Cap Fund