కరోనా వైరస్ గురించి పెట్టుబడిదారులు ఎందుకు ఆందోళన చెందకూడదు?

Updated on November 25, 2025 , 1955 views

ప్రపంచవ్యాప్తంగా కరోనా ట్రెండ్ అవుతోంది. చైనాలో దాని భారీ వ్యాప్తితో, దేశం దాని ఆర్థిక మరియు ఆర్థిక వృద్ధిలో మందగమనాన్ని ఎదుర్కొంటోంది. యుఎస్, సింగపూర్, యుకె, మలేషియా, థాయ్‌లాండ్ మొదలైన ఇతర దేశాలు కూడా కొంత ఎదురుదెబ్బను అనుభవించాయి.

వివిధ ఫార్మా ఉత్పత్తుల ధరలు పెరిగాయి మరియు పెట్టుబడిదారులుసంత భయపడి చనిపోయారు. చైనీస్ ఉత్పత్తులను అత్యధికంగా దిగుమతి చేసుకునే దేశాల్లో భారతదేశం ఒకటి కాబట్టి, మార్కెట్ కరిగిపోతుందనే భయం భారతీయ పెట్టుబడిదారులలో ట్రెండ్‌లో ఉంది.

పెట్టుబడిదారులకు శుభవార్త!

పరిశ్రమ నిపుణులు మొత్తం పరిస్థితిని అధ్యయనం చేసి, ప్రతి పెట్టుబడిదారుల దిశలో పచ్చజెండా ఊపుతున్నారు.

ఇటీవలి నివేదిక ప్రకారం, ఆర్థిక వ్యవహారాల కార్యదర్శి అతాను చక్రవర్తి మాట్లాడుతూ, కరోనావైరస్ వ్యాప్తి భారత ఆర్థిక కార్యకలాపాలను దెబ్బతీయదని అన్నారు. అంతేకాకుండా, వాటిపై ప్రభావం చూపే ఏదీ ఇంకా చూడలేకపోయామని బ్యాంకర్లు చెప్పారని నివేదిక పేర్కొంది.ఆర్థిక వ్యవస్థ.

మీరు ఎందుకు చింతించకూడదు?

చారిత్రాత్మకంగా, అభివృద్ధి చెందుతున్న వ్యాధులకు మార్కెట్ ప్రతిచర్య స్వల్పకాలికంగా ఉంటుంది. మీరు చూస్తే, సివియర్ అక్యూట్ రెస్పిరేటరీ సిండ్రోమ్ (SARS) 2003, ఇది కరోనావైరస్ మాదిరిగానే ఉంటుంది. వాస్తవానికి, ఇది 8100 మందిని ప్రభావితం చేసింది మరియు 770 మంది మరణాలకు కారణమైంది, అయితే ఆ సమయంలో స్టాక్ తిరిగి బౌన్స్ అయినప్పుడు SARS మాత్రమే ఉంది.

ముఖ్యంగా, స్వైన్ ఫ్లూ సంక్షోభం తర్వాత అపారమైన లాభాలు వచ్చాయి మరియు తర్వాత గొప్ప పుంజుకుంది.మాంద్యం.

భారతదేశం ప్రపంచవ్యాప్తంగా వివిధ వ్యాప్తిని చూసింది, అవి భారత ఆర్థిక వ్యవస్థను కూడా దెబ్బతీశాయి. అయితే, ఆర్థిక వ్యవస్థ తిరిగి పుంజుకుంటుంది మరియు ఆర్థిక వ్యవస్థ తిరోగమనాన్ని ఎదుర్కొన్నప్పుడు పెట్టుబడిదారులు ఎల్లప్పుడూ ఎక్కువ పెట్టుబడి పెట్టమని ప్రోత్సహిస్తారు.

స్వల్పకాలిక మార్కెట్ హెచ్చుతగ్గులు దీర్ఘకాలిక పెట్టుబడిపై దృష్టి సారించే పెట్టుబడిదారుల రాబడిని ప్రభావితం చేయకపోవచ్చు, ఎందుకంటే దీర్ఘకాలంలో మార్కెట్ బౌన్స్ బ్యాక్ అవుతుంది.

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అందువల్ల, దీర్ఘకాలంపై దృష్టి పెట్టండి!

ఇన్వెస్టర్లు చల్లగా ఉండి, దీర్ఘకాలిక లాభాలపై దృష్టి పెట్టాలి. స్వల్పకాలిక మార్కెట్ హెచ్చుతగ్గులను నివారించండి, క్రమశిక్షణతో ఉండండి మరియు మీ ఆస్తికి కట్టుబడి ఉండండి.

మీ నిధులను వివిధ రంగాలలోకి విభజించండి మరియు మీ పోర్ట్‌ఫోలియోను వైవిధ్యపరచండి. మీ రిస్క్ మరియు రాబడిని సమతుల్యం చేయడానికి ఇది ఉత్తమ మార్గాలలో ఒకటి. ఈ విధంగా, ఒక ఫండ్ పనితీరులో విఫలమైతే, ఇతర ఫండ్స్ రాబడిని బ్యాలెన్స్ చేయగలవు.

మీరు ఉత్తమంగా ఎంచుకోవచ్చుSIP మోడ్ ద్వారామ్యూచువల్ ఫండ్స్, ఇక్కడ చిన్న మొత్తంలో పెట్టుబడి పెట్టబడుతుందిఈక్విటీ ఫండ్స్ క్రమ విరామం కంటే ఎక్కువ. ఒక SIP లాభాన్ని ఇస్తుందిసమ్మేళనం యొక్క శక్తి మరియు రూపాయి ధర సగటు, మార్కెట్ యొక్క స్వల్పకాలిక ఆపదలు మీ పోర్ట్‌ఫోలియోను పెద్దగా ప్రభావితం చేయవు. దీర్ఘకాలంలో రాబడులు సానుకూలంగా ఉన్నాయి.

FY 22 - 23లో పెట్టుబడి పెట్టడానికి ఉత్తమ పనితీరు కనబరుస్తున్న SIP ఫండ్‌లు

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
ICICI Prudential Infrastructure Fund Growth	₹198.59 ↑ 0.11	₹8,232	100	3.6	3	5.7	25.8	33.4	27.4
HDFC Infrastructure Fund Growth	₹48.214 ↓ -0.06	₹2,586	300	2.7	2	3	25.9	31.3	23
SBI PSU Fund Growth	₹33.767 ↓ -0.19	₹5,714	500	10.4	6.1	5.6	28	30.8	23.5
Franklin Build India Fund Growth	₹145.613 ↓ -0.22	₹3,088	500	4.4	5.5	2.6	26.1	29.4	27.8
DSP India T.I.G.E.R Fund Growth	₹317.672 ↓ -0.64	₹5,506	500	3	3.6	-2.9	24.9	29.3	32.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 27 Nov 25

Research Highlights & Commentary of 5 Funds showcased

Commentary	ICICI Prudential Infrastructure Fund	HDFC Infrastructure Fund	SBI PSU Fund	Franklin Build India Fund	DSP India T.I.G.E.R Fund
Point 1	Highest AUM (₹8,232 Cr).	Bottom quartile AUM (₹2,586 Cr).	Upper mid AUM (₹5,714 Cr).	Bottom quartile AUM (₹3,088 Cr).	Lower mid AUM (₹5,506 Cr).
Point 2	Established history (20+ yrs).	Established history (17+ yrs).	Established history (15+ yrs).	Established history (16+ yrs).	Oldest track record among peers (21 yrs).
Point 3	Rating: 3★ (lower mid).	Rating: 3★ (bottom quartile).	Rating: 2★ (bottom quartile).	Top rated.	Rating: 4★ (upper mid).
Point 4	Risk profile: High.	Risk profile: High.	Risk profile: High.	Risk profile: High.	Risk profile: High.
Point 5	5Y return: 33.40% (top quartile).	5Y return: 31.31% (upper mid).	5Y return: 30.78% (lower mid).	5Y return: 29.43% (bottom quartile).	5Y return: 29.27% (bottom quartile).
Point 6	3Y return: 25.76% (bottom quartile).	3Y return: 25.95% (lower mid).	3Y return: 28.00% (top quartile).	3Y return: 26.10% (upper mid).	3Y return: 24.90% (bottom quartile).
Point 7	1Y return: 5.68% (top quartile).	1Y return: 2.96% (lower mid).	1Y return: 5.60% (upper mid).	1Y return: 2.56% (bottom quartile).	1Y return: -2.85% (bottom quartile).
Point 8	Alpha: 0.00 (top quartile).	Alpha: 0.00 (upper mid).	Alpha: -0.58 (bottom quartile).	Alpha: 0.00 (lower mid).	Alpha: 0.00 (bottom quartile).
Point 9	Sharpe: 0.00 (upper mid).	Sharpe: -0.15 (bottom quartile).	Sharpe: 0.09 (top quartile).	Sharpe: -0.11 (lower mid).	Sharpe: -0.33 (bottom quartile).
Point 10	Information ratio: 0.00 (top quartile).	Information ratio: 0.00 (upper mid).	Information ratio: -0.57 (bottom quartile).	Information ratio: 0.00 (lower mid).	Information ratio: 0.00 (bottom quartile).

ICICI Prudential Infrastructure Fund

Highest AUM (₹8,232 Cr).
Established history (20+ yrs).
Rating: 3★ (lower mid).
Risk profile: High.
5Y return: 33.40% (top quartile).
3Y return: 25.76% (bottom quartile).
1Y return: 5.68% (top quartile).
Alpha: 0.00 (top quartile).
Sharpe: 0.00 (upper mid).
Information ratio: 0.00 (top quartile).

HDFC Infrastructure Fund

Bottom quartile AUM (₹2,586 Cr).
Established history (17+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: High.
5Y return: 31.31% (upper mid).
3Y return: 25.95% (lower mid).
1Y return: 2.96% (lower mid).
Alpha: 0.00 (upper mid).
Sharpe: -0.15 (bottom quartile).
Information ratio: 0.00 (upper mid).

SBI PSU Fund

Upper mid AUM (₹5,714 Cr).
Established history (15+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: High.
5Y return: 30.78% (lower mid).
3Y return: 28.00% (top quartile).
1Y return: 5.60% (upper mid).
Alpha: -0.58 (bottom quartile).
Sharpe: 0.09 (top quartile).
Information ratio: -0.57 (bottom quartile).

Franklin Build India Fund

Bottom quartile AUM (₹3,088 Cr).
Established history (16+ yrs).
Top rated.
Risk profile: High.
5Y return: 29.43% (bottom quartile).
3Y return: 26.10% (upper mid).
1Y return: 2.56% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: -0.11 (lower mid).
Information ratio: 0.00 (lower mid).

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

Lower mid AUM (₹5,506 Cr).
Oldest track record among peers (21 yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 29.27% (bottom quartile).
3Y return: 24.90% (bottom quartile).
1Y return: -2.85% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.33 (bottom quartile).
Information ratio: 0.00 (bottom quartile).

* జాబితాఉత్తమ మ్యూచువల్ ఫండ్స్ SIP నికర ఆస్తులు/ AUM కంటే ఎక్కువ కలిగి ఉంది200 కోట్లు మ్యూచువల్ ఫండ్స్ యొక్క ఈక్విటీ కేటగిరీలో 5 సంవత్సరాల ఆధారంగా ఆర్డర్ చేయబడిందిCAGR తిరిగి వస్తుంది.

1. 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 (₹8,232 Cr).
Established history (20+ yrs).
Rating: 3★ (lower mid).
Risk profile: High.
5Y return: 33.40% (top quartile).
3Y return: 25.76% (bottom quartile).
1Y return: 5.68% (top quartile).
Alpha: 0.00 (top quartile).
Sharpe: 0.00 (upper mid).
Information ratio: 0.00 (top quartile).

Below is the key information for ICICI Prudential Infrastructure Fund

ICICI Prudential Infrastructure Fund Growth
Launch Date	31 Aug 05
NAV (27 Nov 25)	₹198.59 ↑ 0.11 (0.06 %)
Net Assets (Cr)	₹8,232 on 31 Oct 25
Category	Equity - Sectoral
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆☆
Risk	High
Expense Ratio	1.89
Sharpe Ratio	0
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Oct 20	₹10,000
31 Oct 21	₹19,902
31 Oct 22	₹23,709
31 Oct 23	₹30,130
31 Oct 24	₹47,075
31 Oct 25	₹49,413

ICICI Prudential Infrastructure Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹689,048.
Net Profit of ₹389,048 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 27 Nov 25

Duration	Returns
1 Month	-1.4%
3 Month	3.6%
6 Month	3%
1 Year	5.7%
3 Year	25.8%
5 Year	33.4%
10 Year
15 Year
Since launch	15.9%

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2015	-3.4%

Fund Manager information for ICICI Prudential Infrastructure Fund

Name	Since	Tenure
Ihab Dalwai	3 Jun 17	8.42 Yr.
Sharmila D’mello	30 Jun 22	3.34 Yr.

Data below for ICICI Prudential Infrastructure Fund as on 31 Oct 25

Equity Sector Allocation

Sector	Value
Industrials	38.24%
Financial Services	14.97%
Basic Materials	12.93%
Energy	10.52%
Utility	10.49%
Real Estate	2.69%
Consumer Cyclical	1.96%
Communication Services	1.25%

Asset Allocation

Asset Class	Value
Cash	5.98%
Equity	93.94%
Debt	0.08%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Nov 09 \| LT	9%	₹743 Cr	1,843,204
NTPC Ltd (Utilities) Equity, Since 29 Feb 16 \| 532555	4%	₹370 Cr	10,976,448 ↑ 646,975
NCC Ltd (Industrials) Equity, Since 31 Aug 21 \| NCC	3%	₹277 Cr	13,053,905
Adani Ports & Special Economic Zone Ltd (Industrials) Equity, Since 31 May 24 \| ADANIPORTS	3%	₹269 Cr	1,854,934
Reliance Industries Ltd (Energy) Equity, Since 31 Jul 23 \| RELIANCE	3%	₹265 Cr	1,779,725 ↓ -250,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Dec 20 \| 532215	3%	₹246 Cr	1,996,057
Vedanta Ltd (Basic Materials) Equity, Since 31 Jul 24 \| 500295	3%	₹232 Cr	4,700,000 ↓ -1,579,591
AIA Engineering Ltd (Industrials) Equity, Since 28 Feb 21 \| AIAENG	3%	₹228 Cr	701,953 ↑ 41,183
Kalpataru Projects International Ltd (Industrials) Equity, Since 30 Sep 06 \| KPIL	3%	₹227 Cr	1,803,566
IndusInd Bank Ltd (Financial Services) Equity, Since 31 Oct 24 \| INDUSINDBK	2%	₹193 Cr	2,424,016 ↑ 450,000

2. 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

Bottom quartile AUM (₹2,586 Cr).
Established history (17+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: High.
5Y return: 31.31% (upper mid).
3Y return: 25.95% (lower mid).
1Y return: 2.96% (lower mid).
Alpha: 0.00 (upper mid).
Sharpe: -0.15 (bottom quartile).
Information ratio: 0.00 (upper mid).

Below is the key information for HDFC Infrastructure Fund

HDFC Infrastructure Fund Growth
Launch Date	10 Mar 08
NAV (27 Nov 25)	₹48.214 ↓ -0.06 (-0.12 %)
Net Assets (Cr)	₹2,586 on 31 Oct 25
Category	Equity - Sectoral
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆
Risk	High
Expense Ratio	2.06
Sharpe Ratio	-0.15
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
31 Oct 20	₹10,000
31 Oct 21	₹19,027
31 Oct 22	₹21,626
31 Oct 23	₹29,679
31 Oct 24	₹44,661
31 Oct 25	₹45,504

HDFC Infrastructure Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹657,502.
Net Profit of ₹357,502 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 27 Nov 25

Duration	Returns
1 Month	-0.6%
3 Month	2.7%
6 Month	2%
1 Year	3%
3 Year	25.9%
5 Year	31.3%
10 Year
15 Year
Since launch

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2015	-2.5%

Fund Manager information for HDFC Infrastructure Fund

Name	Since	Tenure
Dhruv Muchhal	22 Jun 23	2.36 Yr.
Ashish Shah	1 Nov 25	0 Yr.

Data below for HDFC Infrastructure Fund as on 31 Oct 25

Equity Sector Allocation

Sector	Value
Industrials	39.38%
Financial Services	19.46%
Basic Materials	10.52%
Utility	6.92%
Energy	6.63%
Communication Services	3.84%
Real Estate	2.42%
Health Care	1.78%
Technology	1.47%
Consumer Cyclical	0.55%

Asset Allocation

Asset Class	Value
Cash	7.03%
Equity	92.97%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Jun 12 \| LT	6%	₹153 Cr	380,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| ICICIBANK	6%	₹148 Cr	1,100,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Aug 23 \| HDFCBANK	5%	₹138 Cr	1,400,000
Kalpataru Projects International Ltd (Industrials) Equity, Since 31 Jan 23 \| KPIL	4%	₹95 Cr	758,285
J Kumar Infraprojects Ltd (Industrials) Equity, Since 31 Oct 15 \| JKIL	4%	₹92 Cr	1,400,000
InterGlobe Aviation Ltd (Industrials) Equity, Since 31 Dec 21 \| INDIGO	3%	₹84 Cr	150,000
Reliance Industries Ltd (Energy) Equity, Since 31 May 24 \| RELIANCE	3%	₹74 Cr	500,000
NTPC Ltd (Utilities) Equity, Since 31 Dec 17 \| 532555	3%	₹74 Cr	2,200,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Sep 20 \| BHARTIARTL	3%	₹72 Cr	350,000
State Bank of India (Financial Services) Equity, Since 31 Mar 08 \| SBIN	3%	₹66 Cr	704,361

3. 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 (₹5,714 Cr).
Established history (15+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: High.
5Y return: 30.78% (lower mid).
3Y return: 28.00% (top quartile).
1Y return: 5.60% (upper mid).
Alpha: -0.58 (bottom quartile).
Sharpe: 0.09 (top quartile).
Information ratio: -0.57 (bottom quartile).

Below is the key information for SBI PSU Fund

SBI PSU Fund Growth
Launch Date	7 Jul 10
NAV (27 Nov 25)	₹33.767 ↓ -0.19 (-0.55 %)
Net Assets (Cr)	₹5,714 on 31 Oct 25
Category	Equity - Sectoral
AMC	SBI Funds Management Private Limited
Rating	☆☆
Risk	High
Expense Ratio	1.89
Sharpe Ratio	0.09
Information Ratio	-0.57
Alpha Ratio	-0.58
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Oct 20	₹10,000
31 Oct 21	₹16,381
31 Oct 22	₹19,173
31 Oct 23	₹24,318
31 Oct 24	₹40,047
31 Oct 25	₹42,467

SBI PSU Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹642,208.
Net Profit of ₹342,208 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 27 Nov 25

Duration	Returns
1 Month	1.4%
3 Month	10.4%
6 Month	6.1%
1 Year	5.6%
3 Year	28%
5 Year	30.8%
10 Year
15 Year
Since launch	8.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	23.5%
2023	54%
2022	29%
2021	32.4%
2020	-10%
2019	6%
2018	-23.8%
2017	21.9%
2016	16.2%
2015	-11.1%

Fund Manager information for SBI PSU Fund

Name	Since	Tenure
Rohit Shimpi	1 Jun 24	1.42 Yr.

Data below for SBI PSU Fund as on 31 Oct 25

Equity Sector Allocation

Sector	Value
Financial Services	37.03%
Utility	29.3%
Energy	13.78%
Industrials	12.67%
Basic Materials	5.75%

Asset Allocation

Asset Class	Value
Cash	1.48%
Equity	98.52%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
State Bank of India (Financial Services) Equity, Since 31 Jul 10 \| SBIN	16%	₹930 Cr	9,927,500
Bharat Electronics Ltd (Industrials) Equity, Since 30 Jun 24 \| BEL	10%	₹553 Cr	12,975,000
NTPC Ltd (Utilities) Equity, Since 31 Jul 10 \| 532555	9%	₹490 Cr	14,543,244
Power Grid Corp Of India Ltd (Utilities) Equity, Since 31 Jul 10 \| 532898	8%	₹476 Cr	16,535,554
GAIL (India) Ltd (Utilities) Equity, Since 31 May 24 \| 532155	8%	₹471 Cr	25,750,000
Bharat Petroleum Corp Ltd (Energy) Equity, Since 31 Aug 24 \| 500547	6%	₹346 Cr	9,700,000
Bank of Baroda (Financial Services) Equity, Since 31 Aug 24 \| 532134	5%	₹306 Cr	11,000,000
NMDC Ltd (Basic Materials) Equity, Since 31 Oct 23 \| 526371	4%	₹211 Cr	27,900,000
Indian Bank (Financial Services) Equity, Since 30 Jun 21 \| 532814	4%	₹208 Cr	2,427,235
Oil India Ltd (Energy) Equity, Since 31 Mar 24 \| OIL	3%	₹167 Cr	3,850,000

4. Franklin Build India Fund

The Scheme seeks to achieve capital appreciation by investing in companies engaged directly or indirectly in infrastructure related activities.

Research Highlights for Franklin Build India Fund

Bottom quartile AUM (₹3,088 Cr).
Established history (16+ yrs).
Top rated.
Risk profile: High.
5Y return: 29.43% (bottom quartile).
3Y return: 26.10% (upper mid).
1Y return: 2.56% (bottom quartile).
Alpha: 0.00 (lower mid).
Sharpe: -0.11 (lower mid).
Information ratio: 0.00 (lower mid).

Below is the key information for Franklin Build India Fund

Franklin Build India Fund Growth
Launch Date	4 Sep 09
NAV (27 Nov 25)	₹145.613 ↓ -0.22 (-0.15 %)
Net Assets (Cr)	₹3,088 on 31 Oct 25
Category	Equity - Sectoral
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	2.01
Sharpe Ratio	-0.11
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Oct 20	₹10,000
31 Oct 21	₹18,842
31 Oct 22	₹20,613
31 Oct 23	₹26,259
31 Oct 24	₹41,161
31 Oct 25	₹42,290

Franklin Build India Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹627,226.
Net Profit of ₹327,226 Invest Now

Returns for Franklin Build India Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 27 Nov 25

Duration	Returns
1 Month	-0.3%
3 Month	4.4%
6 Month	5.5%
1 Year	2.6%
3 Year	26.1%
5 Year	29.4%
10 Year
15 Year
Since launch	17.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	27.8%
2023	51.1%
2022	11.2%
2021	45.9%
2020	5.4%
2019	6%
2018	-10.7%
2017	43.3%
2016	8.4%
2015	2.1%

Fund Manager information for Franklin Build India Fund

Name	Since	Tenure
Ajay Argal	18 Oct 21	4.04 Yr.
Kiran Sebastian	7 Feb 22	3.73 Yr.
Sandeep Manam	18 Oct 21	4.04 Yr.

Data below for Franklin Build India Fund as on 31 Oct 25

Equity Sector Allocation

Sector	Value
Industrials	34.4%
Utility	14.04%
Financial Services	13.76%
Energy	13.21%
Communication Services	7.83%
Basic Materials	5.11%
Real Estate	3.2%
Consumer Cyclical	2.32%
Technology	1.78%

Asset Allocation

Asset Class	Value
Cash	3.46%
Equity	96.54%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 20 \| LT	9%	₹268 Cr	665,000
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 21 \| RELIANCE	6%	₹178 Cr	1,200,000
InterGlobe Aviation Ltd (Industrials) Equity, Since 29 Feb 20 \| INDIGO	6%	₹177 Cr	315,000
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 30 Jun 19 \| 500312	6%	₹174 Cr	6,825,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 25 \| HDFCBANK	5%	₹148 Cr	1,500,000 ↑ 1,500,000
NTPC Ltd (Utilities) Equity, Since 30 Nov 16 \| 532555	5%	₹147 Cr	4,350,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Sep 09 \| BHARTIARTL	5%	₹146 Cr	710,000
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 12 \| 532215	4%	₹123 Cr	1,000,000
Power Grid Corp Of India Ltd (Utilities) Equity, Since 28 Feb 21 \| 532898	3%	₹104 Cr	3,600,000
GAIL (India) Ltd (Utilities) Equity, Since 31 Jan 25 \| 532155	3%	₹102 Cr	5,600,000 ↑ 400,000

5. 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

Lower mid AUM (₹5,506 Cr).
Oldest track record among peers (21 yrs).
Rating: 4★ (upper mid).
Risk profile: High.
5Y return: 29.27% (bottom quartile).
3Y return: 24.90% (bottom quartile).
1Y return: -2.85% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: -0.33 (bottom quartile).
Information ratio: 0.00 (bottom quartile).

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 (27 Nov 25)	₹317.672 ↓ -0.64 (-0.20 %)
Net Assets (Cr)	₹5,506 on 31 Oct 25
Category	Equity - Sectoral
AMC	DSP BlackRock Invmt Managers Pvt. Ltd.
Rating	☆☆☆☆
Risk	High
Expense Ratio	1.89
Sharpe Ratio	-0.33
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
31 Oct 20	₹10,000
31 Oct 21	₹18,690
31 Oct 22	₹20,934
31 Oct 23	₹26,634
31 Oct 24	₹43,153
31 Oct 25	₹41,884

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

Total investment amount is ₹300,000
expected amount after 5 Years is ₹627,226.
Net Profit of ₹327,226 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 27 Nov 25

Duration	Returns
1 Month	-0.4%
3 Month	3%
6 Month	3.6%
1 Year	-2.9%
3 Year	24.9%
5 Year	29.3%
10 Year
15 Year
Since launch	17.5%

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2015	0.7%

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

Name	Since	Tenure
Rohit Singhania	21 Jun 10	15.38 Yr.

Data below for DSP India T.I.G.E.R Fund as on 31 Oct 25

Equity Sector Allocation

Sector	Value
Industrials	29.81%
Basic Materials	14.24%
Utility	10.39%
Financial Services	10.27%
Consumer Cyclical	8.92%
Energy	7.04%
Health Care	5.63%
Communication Services	2.93%
Technology	2.07%
Real Estate	1.62%
Consumer Defensive	1.2%

Asset Allocation

Asset Class	Value
Cash	5.41%
Equity	94.59%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Jun 04 \| LT	5%	₹281 Cr	697,669
NTPC Ltd (Utilities) Equity, Since 30 Nov 17 \| 532555	4%	₹241 Cr	7,145,883
Apollo Hospitals Enterprise Ltd (Healthcare) Equity, Since 31 Dec 24 \| APOLLOHOSP	3%	₹189 Cr	245,928
Power Grid Corp Of India Ltd (Utilities) Equity, Since 31 Jan 25 \| 532898	3%	₹160 Cr	5,567,574
Amber Enterprises India Ltd Ordinary Shares (Consumer Cyclical) Equity, Since 31 Dec 24 \| AMBER	3%	₹159 Cr	197,265
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 18 \| BHARTIARTL	3%	₹155 Cr	756,154 ↑ 67,719
Kirloskar Oil Engines Ltd (Industrials) Equity, Since 31 Mar 23 \| KIRLOSENG	3%	₹141 Cr	1,412,412
Coal India Ltd (Energy) Equity, Since 31 Dec 23 \| COALINDIA	2%	₹129 Cr	3,321,453
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 31 May 25 \| MCX	2%	₹126 Cr	136,165 ↓ -28,039
Rainbow Childrens Medicare Ltd (Healthcare) Equity, Since 31 Jan 25 \| 543524	2%	₹121 Cr	885,167

ప్రశాంతంగా ఉండండి, దీర్ఘకాలిక రాబడులపై దృష్టి పెట్టండి మరియు మీ పెట్టుబడులు స్వల్పకాలిక ఒడిదుడుకుల నుండి తిరిగి పుంజుకునేలా చేయండి!

Disclaimer:
ఇక్కడ అందించిన సమాచారం ఖచ్చితమైనదని నిర్ధారించడానికి అన్ని ప్రయత్నాలు చేయబడ్డాయి. అయినప్పటికీ, డేటా యొక్క ఖచ్చితత్వానికి సంబంధించి ఎటువంటి హామీలు ఇవ్వబడవు. దయచేసి ఏదైనా పెట్టుబడి పెట్టే ముందు పథకం సమాచార పత్రంతో ధృవీకరించండి.