+91-22-48913909ٹاپ 10 بہترین کارکردگی کا مظاہرہ کرنے والے سیکٹرل میوچل فنڈز 2022
کی دنیا میںسرمایہ کاری، ایسے سرمایہ کار ہیں جو 'ہائی رسک ہائی ریٹرن' سرمایہ کاری پر پختہ یقین رکھتے ہیں۔ اور ایسے ہائی رسک لینے والوں کے لیے،باہمی چندہ کچھ ہولڈ پر ہے - سیکٹر فنڈز! سیکٹر میوچل فنڈز کسی خاص شعبے میں سرمایہ کاری کرتے ہیں جیسا کہ ان کے سرمایہ کاری کے مقصد سے بیان کیا گیا ہے۔ انفرا، فارما، بینکنگ جیسے کچھ شعبے مسلسل ترقی کر رہے ہیں اور مستقبل کے لیے مثبت نقطہ نظر رکھتے ہیں۔ اگرچہ اس طرح کے میوچل فنڈز آپ کے پیسے کو دوگنا یا پریشان کر سکتے ہیں، لیکن سرمایہ کارخطرے کی بھوک سیکٹر فنڈز میں سرمایہ کاری کر سکتے ہیں۔ اس آرٹیکل میں، آپ کو 2022 میں سرمایہ کاری کے لیے بہترین سیکٹر میوچل فنڈز کے ساتھ سیکٹر فنڈز کے بارے میں کچھ تفصیلی بصیرت ملے گی۔
سیکٹر میوچل فنڈز میں سرمایہ کاری کیوں کی جائے؟
سیکٹر فنڈ میوچل فنڈ کی ایک قسم ہے جو مخصوص سیکٹرز کی سیکیورٹیز میں سرمایہ کاری کرتا ہے۔معیشتجیسا کہ بینکنگ، ٹیلی کام، FMCG، فارماسیوٹیکل، انفارمیشن ٹیکنالوجی (IT) اور انفراسٹرکچر۔ دوسرے الفاظ میں، سیکٹر فنڈز آپ کی سرمایہ کاری کی دولت کو صرف مخصوص صنعت یا شعبے تک محدود کرتے ہیں۔ مثال کے طور پر، ایک بینکنگ سیکٹر فنڈ بینکوں میں سرمایہ کاری کرسکتا ہے اور فارما فنڈ صرف فارما کمپنیوں کے اسٹاک میں سرمایہ کاری کرسکتا ہے۔ ان فنڈز کے فنڈ مینیجر ان کمپنیوں کے حصص میں پیسہ لگاتے ہیں جو کہ میں اچھی کارکردگی کا مظاہرہ کر رہی ہیں۔مارکیٹ. اس طرح کی سرمایہ کاری کا مجموعی مقصد ان شعبوں میں سرمایہ کاری کرنا ہے جن میں مستقبل قریب میں ترقی کی اعلیٰ صلاحیت ہے۔
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اگر سرمایہ کاری کا وقت درست ہو تو یہ فنڈ واقعی بہت زیادہ منافع کما سکتے ہیں۔ کسی کو معلوم ہونا چاہیے کہ فنڈ میں کب داخل ہونا اور باہر نکلنا ہے۔ سرمایہ کاروں کو مارکیٹ کے ان علاقوں میں سرمایہ کاری کرنی چاہیے جہاں وہ پراعتماد ہوں یا مستقبل میں ترقی دیکھ سکیں۔ مرکزی خیال کسی خاص صنعت اور شعبے کی ترقی پر ٹیپ ان کرنا ہے۔ سیکٹر فنڈز کا دوسرا فائدہ یہ ہے کہ آپ کو انفرادی فرم کے مخصوص خطرے سے بچانے کی صلاحیت ہے۔ انفرادی اسٹاک خریدنے کے بجائے، سیکٹر فنڈز میں سرمایہ کاری اس بات کو یقینی بنائے گی کہ کمپنی کی خراب کارکردگی آپ کے پورٹ فولیو کو متاثر نہیں کرے گی۔
لیکن، اس سے پہلے کہ آپ کسی سیکٹر میوچل فنڈ میں سرمایہ کاری کریں، آپ کو اس بات پر اعتماد ہونا چاہیے کہ آپ کیوں سمجھتے ہیں کہ مستقبل قریب میں اس شعبے کی اچھی کارکردگی کا امکان ہے۔
مالی سال 22 - 23 میں سرمایہ کاری کے لیے سرفہرست اور بہترین شعبے کے میوچل فنڈز
(Erstwhile Sundaram Rural India Fund) The primary investment objective of the scheme is to generate consistent long-term returns by investing predominantly in equity & equity related instruments of companies that are focusing on Rural India. Research Highlights for Sundaram Rural and Consumption Fund Below is the key information for Sundaram Rural and Consumption Fund Returns up to 1 year are on 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 Below is the key information for Franklin Build India Fund Returns up to 1 year are on To seek to generate capital appreciation and provide long term growth opportunities by investing in equity and equity related securities of companies domiciled in India whose predominant economic activity is in the (a) discovery, development, production, or distribution of natural resources, viz., energy, mining etc; (b) alternative energy and energy technology sectors, with emphasis given to renewable energy, automotive and on-site power generation, energy storage and enabling energy technologies. also invest a certain portion of its corpus in the equity and equity related securities of companies domiciled overseas, which are principally engaged in the discovery, development, production or distribution of natural resources and alternative energy and/or the units shares of Merrill Lynch international Investment Funds New Energy Fund, Merrill Lynch International Investment Funds World Energy Fund and similar other overseas mutual fund schemes. Research Highlights for DSP Natural Resources and New Energy Fund Below is the key information for DSP Natural Resources and New Energy Fund Returns up to 1 year are on The investment objective of the scheme is to seek to generate long-term capital growth through an active diversified portfolio of predominantly equity and equity related instruments of companies that are participating in and benefiting from growth in Indian infrastructure and infrastructural related activities. However, there can be no assurance that the investment objective of the scheme will be realized. Research Highlights for Bandhan Infrastructure Fund Below is the key information for Bandhan Infrastructure Fund Returns up to 1 year are on The primary investment objective of the Scheme 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 banking and financial services. 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 Banking And Financial Services Fund Below is the key information for Aditya Birla Sun Life Banking And Financial Services Fund Returns up to 1 year are on The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly (at least 65%) equity and equity-related securities of companies involved in economic development of India as a result of potential investments in infrastructure and unfolding economic reforms. Research Highlights for Kotak Infrastructure & Economic Reform Fund Below is the key information for Kotak Infrastructure & Economic Reform Fund Returns up to 1 year are on To generate opportunities for growth along with possibility of consistent
returns by investing predominantly in a portfolio of stocks of companies engaged
in the commodity business within the following sectors - Oil & Gas, Metals,
Materials & Agriculture and in debt & money market instruments. Research Highlights for SBI Magnum COMMA Fund Below is the key information for SBI Magnum COMMA Fund Returns up to 1 year are on (Erstwhile SBI FMCG Fund) To provide the investors maximum growth opportunity through equity
investments in stocks of growth oriented sectors of the economy. Research Highlights for SBI Consumption Opportunities Fund Below is the key information for SBI Consumption Opportunities Fund Returns up to 1 year are on The investment objective of the scheme is to generate long term capital appreciation by investing in a portfolio of companies/funds that are likely to benefit either directly or indirectly from consumption led demand in India. The Scheme does not guarantee or assure any returns Research Highlights for Mirae Asset Great Consumer Fund Below is the key information for Mirae Asset Great Consumer Fund Returns up to 1 year are on (Erstwhile Reliance Diversified Power Sector Fund) The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies in the power sector. Research Highlights for Nippon India Power and Infra Fund Below is the key information for Nippon India Power and Infra Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Sundaram Rural and Consumption Fund Growth ₹97.9433
↓ -0.12 ₹1,599 -0.5 10.7 -8.2 15.6 19.9 20.1 Franklin Build India Fund Growth ₹140.601
↑ 0.22 ₹2,884 -1.4 9.7 -5.3 28.4 34.1 27.8 DSP Natural Resources and New Energy Fund Growth ₹91.714
↓ -0.96 ₹1,292 2.2 8.8 -5 23.2 27.5 13.9 Bandhan Infrastructure Fund Growth ₹49.038
↓ -0.03 ₹1,613 -4.3 8.1 -12.3 27.3 33.5 39.3 Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹59.69
↑ 0.11 ₹3,374 -4.1 7.6 -1.1 16 22.4 8.7 Kotak Infrastructure & Economic Reform Fund Growth ₹64.153
↓ -0.23 ₹2,313 -2.5 11.6 -11 22.3 30.7 32.4 SBI Magnum COMMA Fund Growth ₹104.351
↑ 0.07 ₹702 0 10.2 -5.9 16.5 21.1 10.5 SBI Consumption Opportunities Fund Growth ₹306.167
↓ -0.37 ₹3,175 -1.8 5 -13.8 14.6 24.8 22.8 Mirae Asset Great Consumer Fund Growth ₹94.88
↓ -0.09 ₹4,552 2.5 14.3 -8.9 17.1 22.3 17.2 Nippon India Power and Infra Fund Growth ₹344.956
↑ 0.30 ₹7,175 -1.7 9.2 -9.5 29.1 32.1 26.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Sep 25 Research Highlights & Commentary of 10 Funds showcased
Commentary Sundaram Rural and Consumption Fund Franklin Build India Fund DSP Natural Resources and New Energy Fund Bandhan Infrastructure Fund Aditya Birla Sun Life Banking And Financial Services Fund Kotak Infrastructure & Economic Reform Fund SBI Magnum COMMA Fund SBI Consumption Opportunities Fund Mirae Asset Great Consumer Fund Nippon India Power and Infra Fund Point 1 Bottom quartile AUM (₹1,599 Cr). Upper mid AUM (₹2,884 Cr). Bottom quartile AUM (₹1,292 Cr). Lower mid AUM (₹1,613 Cr). Upper mid AUM (₹3,374 Cr). Lower mid AUM (₹2,313 Cr). Bottom quartile AUM (₹702 Cr). Upper mid AUM (₹3,175 Cr). Top quartile AUM (₹4,552 Cr). Highest AUM (₹7,175 Cr). Point 2 Established history (19+ yrs). Established history (16+ yrs). Established history (17+ yrs). Established history (14+ yrs). Established history (11+ yrs). Established history (17+ yrs). Established history (20+ yrs). Established history (12+ yrs). Established history (14+ yrs). Oldest track record among peers (21 yrs). Point 3 Top rated. Rating: 5★ (top quartile). Rating: 5★ (upper mid). Rating: 5★ (upper mid). Rating: 5★ (upper mid). Rating: 4★ (lower mid). Rating: 4★ (lower mid). Rating: 4★ (bottom quartile). Rating: 4★ (bottom quartile). Rating: 4★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: High. Point 5 5Y return: 19.91% (bottom quartile). 5Y return: 34.10% (top quartile). 5Y return: 27.49% (upper mid). 5Y return: 33.50% (top quartile). 5Y return: 22.41% (lower mid). 5Y return: 30.72% (upper mid). 5Y return: 21.06% (bottom quartile). 5Y return: 24.77% (lower mid). 5Y return: 22.30% (bottom quartile). 5Y return: 32.07% (upper mid). Point 6 3Y return: 15.62% (bottom quartile). 3Y return: 28.43% (top quartile). 3Y return: 23.24% (upper mid). 3Y return: 27.34% (upper mid). 3Y return: 16.02% (bottom quartile). 3Y return: 22.33% (upper mid). 3Y return: 16.47% (lower mid). 3Y return: 14.59% (bottom quartile). 3Y return: 17.13% (lower mid). 3Y return: 29.13% (top quartile). Point 7 1Y return: -8.17% (upper mid). 1Y return: -5.33% (upper mid). 1Y return: -4.99% (top quartile). 1Y return: -12.33% (bottom quartile). 1Y return: -1.11% (top quartile). 1Y return: -10.99% (bottom quartile). 1Y return: -5.91% (upper mid). 1Y return: -13.84% (bottom quartile). 1Y return: -8.89% (lower mid). 1Y return: -9.52% (lower mid). Point 8 Alpha: -2.82 (lower mid). Alpha: 0.00 (top quartile). Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Alpha: -6.06 (bottom quartile). Alpha: -1.88 (upper mid). Alpha: -0.41 (upper mid). Alpha: -10.05 (bottom quartile). Alpha: -4.71 (bottom quartile). Alpha: -3.51 (lower mid). Point 9 Sharpe: -0.36 (top quartile). Sharpe: -0.64 (upper mid). Sharpe: -0.96 (bottom quartile). Sharpe: -0.71 (bottom quartile). Sharpe: -0.18 (top quartile). Sharpe: -0.52 (upper mid). Sharpe: -0.67 (lower mid). Sharpe: -0.78 (bottom quartile). Sharpe: -0.46 (upper mid). Sharpe: -0.66 (lower mid). Point 10 Information ratio: -0.05 (bottom quartile). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.14 (upper mid). Information ratio: -0.04 (bottom quartile). Information ratio: -0.04 (bottom quartile). Information ratio: -0.02 (lower mid). Information ratio: 0.29 (top quartile). Information ratio: 0.79 (top quartile). Sundaram Rural and Consumption Fund
Franklin Build India Fund
DSP Natural Resources and New Energy Fund
Bandhan Infrastructure Fund
Aditya Birla Sun Life Banking And Financial Services Fund
Kotak Infrastructure & Economic Reform Fund
SBI Magnum COMMA Fund
SBI Consumption Opportunities Fund
Mirae Asset Great Consumer Fund
Nippon India Power and Infra Fund
100 کروڑ.1. Sundaram Rural and Consumption Fund
Sundaram Rural and Consumption Fund
Growth Launch Date 12 May 06 NAV (29 Sep 25) ₹97.9433 ↓ -0.12 (-0.12 %) Net Assets (Cr) ₹1,599 on 31 Aug 25 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.18 Sharpe Ratio -0.36 Information Ratio -0.05 Alpha Ratio -2.82 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Aug 20 ₹10,000 31 Aug 21 ₹13,919 31 Aug 22 ₹15,651 31 Aug 23 ₹17,889 31 Aug 24 ₹24,595 31 Aug 25 ₹24,259 Returns for Sundaram Rural and Consumption Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 25 Duration Returns 1 Month -1.3% 3 Month -0.5% 6 Month 10.7% 1 Year -8.2% 3 Year 15.6% 5 Year 19.9% 10 Year 15 Year Since launch 12.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 20.1% 2023 30.2% 2022 9.3% 2021 19.3% 2020 13.5% 2019 2.7% 2018 -7.8% 2017 38.7% 2016 21.1% 2015 6.3% Fund Manager information for Sundaram Rural and Consumption Fund
Name Since Tenure Ratish Varier 1 Jan 22 3.67 Yr. Data below for Sundaram Rural and Consumption Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Consumer Cyclical 41.9% Consumer Defensive 30.76% Communication Services 11.5% Health Care 3.76% Financial Services 3.07% Real Estate 2.05% Basic Materials 1.46% Asset Allocation
Asset Class Value Cash 5.49% Equity 94.51% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL10% ₹151 Cr 789,519 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC8% ₹127 Cr 3,085,016
↑ 93,765 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M8% ₹125 Cr 390,720 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR7% ₹111 Cr 440,212 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | 5433206% ₹89 Cr 2,892,836
↓ -108,126 Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN5% ₹71 Cr 212,692 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI4% ₹64 Cr 50,511
↓ -8,000 Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Jul 22 | APOLLOHOSP4% ₹59 Cr 79,027 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL3% ₹50 Cr 837,090 Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 30 Sep 23 | BAJAJHLDNG3% ₹48 Cr 34,697 2. Franklin Build India Fund
Franklin Build India Fund
Growth Launch Date 4 Sep 09 NAV (29 Sep 25) ₹140.601 ↑ 0.22 (0.16 %) Net Assets (Cr) ₹2,884 on 31 Aug 25 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 2.01 Sharpe Ratio -0.64 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 Aug 20 ₹10,000 31 Aug 21 ₹17,164 31 Aug 22 ₹19,308 31 Aug 23 ₹25,108 31 Aug 24 ₹41,493 31 Aug 25 ₹38,961 Returns for Franklin Build India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 25 Duration Returns 1 Month 0.6% 3 Month -1.4% 6 Month 9.7% 1 Year -5.3% 3 Year 28.4% 5 Year 34.1% 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 3.87 Yr. Kiran Sebastian 7 Feb 22 3.57 Yr. Sandeep Manam 18 Oct 21 3.87 Yr. Data below for Franklin Build India Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Industrials 35.65% Utility 13.57% Energy 12.61% Financial Services 11.6% Communication Services 7.94% Basic Materials 5.39% Real Estate 3.3% Consumer Cyclical 3.01% Technology 2.56% Asset Allocation
Asset Class Value Cash 4.35% Equity 95.65% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT8% ₹242 Cr 665,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK6% ₹178 Cr 1,200,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 29 Feb 20 | INDIGO6% ₹177 Cr 300,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE6% ₹167 Cr 1,200,000 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | 5003125% ₹154 Cr 6,400,000
↑ 400,000 NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 5325555% ₹138 Cr 4,125,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL5% ₹136 Cr 710,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 5322154% ₹107 Cr 1,000,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | 5328984% ₹105 Cr 3,600,000 Sobha Ltd (Real Estate)
Equity, Since 31 Aug 17 | SOBHA3% ₹88 Cr 547,553 3. DSP Natural Resources and New Energy Fund
DSP Natural Resources and New Energy Fund
Growth Launch Date 25 Apr 08 NAV (26 Sep 25) ₹91.714 ↓ -0.96 (-1.04 %) Net Assets (Cr) ₹1,292 on 31 Aug 25 Category Equity - Sectoral AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆☆ Risk High Expense Ratio 1.99 Sharpe Ratio -0.96 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 Aug 20 ₹10,000 31 Aug 21 ₹17,515 31 Aug 22 ₹17,667 31 Aug 23 ₹20,921 31 Aug 24 ₹32,345 31 Aug 25 ₹29,171 Returns for DSP Natural Resources and New Energy Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 25 Duration Returns 1 Month 4.1% 3 Month 2.2% 6 Month 8.8% 1 Year -5% 3 Year 23.2% 5 Year 27.5% 10 Year 15 Year Since launch 13.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 13.9% 2023 31.2% 2022 9.8% 2021 42.8% 2020 11.5% 2019 4.4% 2018 -15.3% 2017 43.1% 2016 43.1% 2015 -1.7% Fund Manager information for DSP Natural Resources and New Energy Fund
Name Since Tenure Rohit Singhania 1 Jul 12 13.18 Yr. Data below for DSP Natural Resources and New Energy Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Energy 45.08% Basic Materials 35.32% Utility 9.7% Industrials 2.08% Technology 1.97% Asset Allocation
Asset Class Value Cash 5.84% Equity 94.16% Debt 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 20 | 5003128% ₹107 Cr 4,459,369 Jindal Steel Ltd (Basic Materials)
Equity, Since 31 Mar 20 | 5322868% ₹105 Cr 1,092,337 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 08 | 5005477% ₹88 Cr 2,679,561
↑ 112,345 Tata Steel Ltd (Basic Materials)
Equity, Since 31 Aug 16 | TATASTEEL7% ₹86 Cr 5,435,373 Hindalco Industries Ltd (Basic Materials)
Equity, Since 31 Oct 15 | HINDALCO6% ₹85 Cr 1,243,824 Coal India Ltd (Energy)
Equity, Since 31 Mar 22 | COALINDIA6% ₹84 Cr 2,245,167 BGF Sustainable Energy I2
Investment Fund | -6% ₹82 Cr 443,474 BGF World Energy I2
Investment Fund | -6% ₹74 Cr 282,831 NMDC Ltd (Basic Materials)
Equity, Since 30 Sep 18 | 5263715% ₹68 Cr 9,669,436 Oil India Ltd (Energy)
Equity, Since 29 Feb 24 | OIL4% ₹54 Cr 1,233,586 4. Bandhan Infrastructure Fund
Bandhan Infrastructure Fund
Growth Launch Date 8 Mar 11 NAV (29 Sep 25) ₹49.038 ↓ -0.03 (-0.06 %) Net Assets (Cr) ₹1,613 on 31 Aug 25 Category Equity - Sectoral AMC IDFC Asset Management Company Limited Rating ☆☆☆☆☆ Risk High Expense Ratio 2.1 Sharpe Ratio -0.71 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Aug 20 ₹10,000 31 Aug 21 ₹19,221 31 Aug 22 ₹20,185 31 Aug 23 ₹26,032 31 Aug 24 ₹45,976 31 Aug 25 ₹39,818 Returns for Bandhan Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 25 Duration Returns 1 Month -0.1% 3 Month -4.3% 6 Month 8.1% 1 Year -12.3% 3 Year 27.3% 5 Year 33.5% 10 Year 15 Year Since launch 11.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 39.3% 2023 50.3% 2022 1.7% 2021 64.8% 2020 6.3% 2019 -5.3% 2018 -25.9% 2017 58.7% 2016 10.7% 2015 -0.2% Fund Manager information for Bandhan Infrastructure Fund
Name Since Tenure Vishal Biraia 24 Jan 24 1.6 Yr. Ritika Behera 7 Oct 23 1.9 Yr. Gaurav Satra 7 Jun 24 1.24 Yr. Data below for Bandhan Infrastructure Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Industrials 52.91% Utility 12.23% Basic Materials 7.2% Communication Services 4.75% Energy 3.76% Financial Services 3.28% Health Care 2.19% Technology 1.74% Consumer Cyclical 1.38% Real Estate 1.08% Asset Allocation
Asset Class Value Cash 9.47% Equity 90.53% Top Securities Holdings / Portfolio
Name Holding Value Quantity Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Dec 17 | KIRLOSBROS5% ₹87 Cr 443,385 Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT4% ₹75 Cr 206,262 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL4% ₹63 Cr 330,018 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 24 | RELIANCE4% ₹63 Cr 452,706 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | 5325384% ₹61 Cr 49,772
↓ -680 GPT Infraprojects Ltd (Industrials)
Equity, Since 30 Nov 17 | GPTINFRA4% ₹61 Cr 4,733,244
↓ -49,289 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Oct 19 | BEL3% ₹55 Cr 1,431,700 PTC India Financial Services Ltd (Financial Services)
Equity, Since 31 Dec 23 | PFS3% ₹52 Cr 12,400,122 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 Dec 23 | ADANIPORTS3% ₹50 Cr 365,137 Ahluwalia Contracts (India) Ltd (Industrials)
Equity, Since 30 Apr 15 | AHLUCONT3% ₹47 Cr 462,606 5. Aditya Birla Sun Life Banking And Financial Services Fund
Aditya Birla Sun Life Banking And Financial Services Fund
Growth Launch Date 14 Dec 13 NAV (29 Sep 25) ₹59.69 ↑ 0.11 (0.18 %) Net Assets (Cr) ₹3,374 on 31 Aug 25 Category Equity - Sectoral AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 1.99 Sharpe Ratio -0.18 Information Ratio 0.14 Alpha Ratio -6.06 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 31 Aug 20 ₹10,000 31 Aug 21 ₹16,336 31 Aug 22 ₹16,541 31 Aug 23 ₹19,493 31 Aug 24 ₹23,702 31 Aug 25 ₹24,393 Returns for Aditya Birla Sun Life Banking And Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 25 Duration Returns 1 Month 0.7% 3 Month -4.1% 6 Month 7.6% 1 Year -1.1% 3 Year 16% 5 Year 22.4% 10 Year 15 Year Since launch 16.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 8.7% 2023 21.7% 2022 11.5% 2021 16.8% 2020 1.1% 2019 14.9% 2018 -2.4% 2017 47.6% 2016 15.7% 2015 -0.5% Fund Manager information for Aditya Birla Sun Life Banking And Financial Services Fund
Name Since Tenure Dhaval Gala 26 Aug 15 10.02 Yr. Dhaval Joshi 21 Nov 22 2.78 Yr. Data below for Aditya Birla Sun Life Banking And Financial Services Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 96.87% Technology 1.12% Asset Allocation
Asset Class Value Cash 2.01% Equity 97.99% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | ICICIBANK21% ₹730 Cr 4,927,929
↓ -65,200 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | HDFCBANK19% ₹664 Cr 3,291,748
↓ -45,200 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 5322157% ₹246 Cr 2,302,100 State Bank of India (Financial Services)
Equity, Since 31 Oct 17 | SBIN6% ₹217 Cr 2,718,689
↑ 367,197 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000345% ₹188 Cr 2,137,250 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG3% ₹118 Cr 623,906
↓ -44,066 ICICI Lombard General Insurance Co Ltd (Financial Services)
Equity, Since 30 Sep 19 | ICICIGI3% ₹109 Cr 565,076 HDB Financial Services Ltd (Financial Services)
Equity, Since 30 Jun 25 | HDBFS3% ₹108 Cr 1,429,781
↑ 153,301 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5406113% ₹107 Cr 1,446,861 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | KOTAKBANK3% ₹93 Cr 469,972 6. Kotak Infrastructure & Economic Reform Fund
Kotak Infrastructure & Economic Reform Fund
Growth Launch Date 25 Feb 08 NAV (29 Sep 25) ₹64.153 ↓ -0.23 (-0.36 %) Net Assets (Cr) ₹2,313 on 31 Aug 25 Category Equity - Sectoral AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆☆ Risk High Expense Ratio 2.01 Sharpe Ratio -0.52 Information Ratio -0.04 Alpha Ratio -1.88 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Aug 20 ₹10,000 31 Aug 21 ₹17,231 31 Aug 22 ₹20,526 31 Aug 23 ₹25,737 31 Aug 24 ₹39,858 31 Aug 25 ₹35,926 Returns for Kotak Infrastructure & Economic Reform Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 25 Duration Returns 1 Month 0.2% 3 Month -2.5% 6 Month 11.6% 1 Year -11% 3 Year 22.3% 5 Year 30.7% 10 Year 15 Year Since launch 11.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 32.4% 2023 37.3% 2022 15.6% 2021 57.3% 2020 3.4% 2019 3.6% 2018 -19.6% 2017 45.3% 2016 9.2% 2015 -0.2% Fund Manager information for Kotak Infrastructure & Economic Reform Fund
Name Since Tenure Nalin Bhatt 1 Oct 23 1.92 Yr. Data below for Kotak Infrastructure & Economic Reform Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Industrials 44.55% Basic Materials 14.91% Communication Services 10.97% Consumer Cyclical 10.29% Energy 8.35% Utility 4.88% Real Estate 2.05% Financial Services 1.72% Technology 1.21% Asset Allocation
Asset Class Value Cash 0.97% Equity 99.03% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTL7% ₹177 Cr 927,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 25 | RELIANCE5% ₹125 Cr 900,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 15 | LT5% ₹113 Cr 310,000 Shree Cement Ltd (Basic Materials)
Equity, Since 31 Dec 11 | 5003875% ₹108 Cr 35,000 Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Oct 15 | SOLARINDS3% ₹77 Cr 54,000
↓ -18,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 15 | 5325383% ₹73 Cr 60,000 Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Aug 17 | KPIL3% ₹73 Cr 639,927 Bosch Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | 5005303% ₹71 Cr 17,500 Kajaria Ceramics Ltd (Industrials)
Equity, Since 31 Oct 16 | 5002333% ₹60 Cr 510,000
↓ -90,000 VST Tillers Tractors Ltd (Industrials)
Equity, Since 30 Apr 24 | VSTTILLERS3% ₹60 Cr 130,659 7. SBI Magnum COMMA Fund
SBI Magnum COMMA Fund
Growth Launch Date 8 Aug 05 NAV (29 Sep 25) ₹104.351 ↑ 0.07 (0.06 %) Net Assets (Cr) ₹702 on 31 Aug 25 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.58 Sharpe Ratio -0.67 Information Ratio -0.04 Alpha Ratio -0.41 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 Aug 20 ₹10,000 31 Aug 21 ₹17,078 31 Aug 22 ₹16,780 31 Aug 23 ₹18,204 31 Aug 24 ₹26,695 31 Aug 25 ₹24,872 Returns for SBI Magnum COMMA Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 25 Duration Returns 1 Month 1.3% 3 Month 0% 6 Month 10.2% 1 Year -5.9% 3 Year 16.5% 5 Year 21.1% 10 Year 15 Year Since launch 12.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 10.5% 2023 32.3% 2022 -6.6% 2021 52% 2020 23.9% 2019 11.8% 2018 -18.7% 2017 39.2% 2016 32.3% 2015 -6.1% Fund Manager information for SBI Magnum COMMA Fund
Name Since Tenure Dinesh Balachandran 1 Jun 24 1.25 Yr. Data below for SBI Magnum COMMA Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Basic Materials 48.82% Energy 26.35% Utility 8.78% Consumer Defensive 6.56% Consumer Cyclical 3.39% Financial Services 2.1% Asset Allocation
Asset Class Value Cash 3.57% Equity 96.01% Debt 0.42% Top Securities Holdings / Portfolio
Name Holding Value Quantity Tata Steel Ltd (Basic Materials)
Equity, Since 30 Apr 11 | TATASTEEL8% ₹60 Cr 3,776,000 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 07 | RELIANCE8% ₹59 Cr 424,732 UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Jun 18 | 5325386% ₹42 Cr 34,000 CESC Ltd (Utilities)
Equity, Since 30 Sep 24 | CESC5% ₹35 Cr 2,070,000 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 20 | 5003125% ₹34 Cr 1,400,000 Vedanta Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 5002954% ₹29 Cr 675,000 Indian Oil Corp Ltd (Energy)
Equity, Since 29 Feb 24 | IOC4% ₹28 Cr 1,900,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Sep 24 | 5328984% ₹27 Cr 930,000 Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 31 Jul 24 | BALRAMCHIN4% ₹26 Cr 450,000 Nuvoco Vista Corp Ltd (Basic Materials)
Equity, Since 30 Sep 24 | 5433344% ₹26 Cr 600,000 8. SBI Consumption Opportunities Fund
SBI Consumption Opportunities Fund
Growth Launch Date 2 Jan 13 NAV (29 Sep 25) ₹306.167 ↓ -0.37 (-0.12 %) Net Assets (Cr) ₹3,175 on 31 Aug 25 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk High Expense Ratio 2 Sharpe Ratio -0.78 Information Ratio -0.02 Alpha Ratio -10.05 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-15 Days (0.5%),15 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Aug 20 ₹10,000 31 Aug 21 ₹15,401 31 Aug 22 ₹19,169 31 Aug 23 ₹23,028 31 Aug 24 ₹32,448 31 Aug 25 ₹29,800 Returns for SBI Consumption Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 25 Duration Returns 1 Month -1.8% 3 Month -1.8% 6 Month 5% 1 Year -13.8% 3 Year 14.6% 5 Year 24.8% 10 Year 15 Year Since launch 15.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 22.8% 2023 29.9% 2022 13.9% 2021 35.6% 2020 13.9% 2019 0.1% 2018 -2% 2017 53.1% 2016 2.4% 2015 5.3% Fund Manager information for SBI Consumption Opportunities Fund
Name Since Tenure Pradeep Kesavan 1 Apr 24 1.42 Yr. Ashit Desai 1 Apr 24 1.42 Yr. Data below for SBI Consumption Opportunities Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Consumer Cyclical 46.75% Consumer Defensive 31.14% Basic Materials 8.13% Communication Services 6.05% Industrials 5.67% Asset Allocation
Asset Class Value Cash 1.7% Equity 98.2% Debt 0.09% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTL6% ₹190 Cr 990,000
↑ 160,000 ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC5% ₹163 Cr 3,960,660 Britannia Industries Ltd (Consumer Defensive)
Equity, Since 30 Sep 20 | 5008254% ₹141 Cr 244,000 Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | JUBLFOOD4% ₹140 Cr 2,136,850 Ganesha Ecosphere Ltd (Consumer Cyclical)
Equity, Since 31 May 18 | 5141674% ₹135 Cr 906,423 Berger Paints India Ltd (Basic Materials)
Equity, Since 30 Jun 24 | 5094804% ₹133 Cr 2,350,172 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | M&M4% ₹127 Cr 395,000 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 22 | HINDUNILVR4% ₹126 Cr 500,000
↑ 125,000 Asian Paints Ltd (Basic Materials)
Equity, Since 30 Jun 25 | 5008204% ₹122 Cr 509,000
↑ 100,000 United Breweries Ltd (Consumer Defensive)
Equity, Since 31 May 21 | UBL4% ₹114 Cr 588,029 9. Mirae Asset Great Consumer Fund
Mirae Asset Great Consumer Fund
Growth Launch Date 29 Mar 11 NAV (29 Sep 25) ₹94.88 ↓ -0.09 (-0.09 %) Net Assets (Cr) ₹4,552 on 31 Aug 25 Category Equity - Sectoral AMC Mirae Asset Global Inv (India) Pvt. Ltd Rating ☆☆☆☆ Risk High Expense Ratio 1.16 Sharpe Ratio -0.46 Information Ratio 0.29 Alpha Ratio -4.71 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Aug 20 ₹10,000 31 Aug 21 ₹14,987 31 Aug 22 ₹16,581 31 Aug 23 ₹19,443 31 Aug 24 ₹27,752 31 Aug 25 ₹26,734 Returns for Mirae Asset Great Consumer Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 25 Duration Returns 1 Month -0.7% 3 Month 2.5% 6 Month 14.3% 1 Year -8.9% 3 Year 17.1% 5 Year 22.3% 10 Year 15 Year Since launch 16.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 17.2% 2023 32.9% 2022 7.2% 2021 33% 2020 11.2% 2019 8.6% 2018 1.9% 2017 51% 2016 2% 2015 3.8% Fund Manager information for Mirae Asset Great Consumer Fund
Name Since Tenure Siddhant Chhabria 21 Jun 21 4.2 Yr. Data below for Mirae Asset Great Consumer Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Consumer Cyclical 51.13% Consumer Defensive 24.63% Basic Materials 7.03% Communication Services 7% Industrials 5.58% Health Care 2.38% Asset Allocation
Asset Class Value Cash 2.23% Equity 97.77% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC7% ₹318 Cr 7,725,000
↑ 200,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL7% ₹308 Cr 1,611,265
↓ -30,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | M&M6% ₹282 Cr 880,648 Eternal Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | 5433206% ₹277 Cr 9,000,000
↓ -700,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | MARUTI5% ₹240 Cr 190,000 Trent Ltd (Consumer Cyclical)
Equity, Since 31 May 23 | 5002514% ₹190 Cr 378,000 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 23 | 5403764% ₹166 Cr 390,000 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 24 | VBL3% ₹144 Cr 2,746,887 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 15 | HINDUNILVR3% ₹135 Cr 536,972
↓ -75,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Aug 23 | INDIGO3% ₹134 Cr 226,123
↓ -17,000 10. Nippon India Power and Infra Fund
Nippon India Power and Infra Fund
Growth Launch Date 8 May 04 NAV (29 Sep 25) ₹344.956 ↑ 0.30 (0.09 %) Net Assets (Cr) ₹7,175 on 31 Aug 25 Category Equity - Sectoral AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 1.85 Sharpe Ratio -0.66 Information Ratio 0.79 Alpha Ratio -3.51 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 Aug 20 ₹10,000 31 Aug 21 ₹16,203 31 Aug 22 ₹17,964 31 Aug 23 ₹24,415 31 Aug 24 ₹40,684 31 Aug 25 ₹36,526 Returns for Nippon India Power and Infra Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 29 Sep 25 Duration Returns 1 Month 2.3% 3 Month -1.7% 6 Month 9.2% 1 Year -9.5% 3 Year 29.1% 5 Year 32.1% 10 Year 15 Year Since launch 18% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 0.3% Fund Manager information for Nippon India Power and Infra Fund
Name Since Tenure Kinjal Desai 25 May 18 7.28 Yr. Rahul Modi 19 Aug 24 1.04 Yr. Data below for Nippon India Power and Infra Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Industrials 36.81% Utility 23.31% Energy 9.39% Basic Materials 7.62% Communication Services 6.62% Consumer Cyclical 5.95% Real Estate 2.85% Financial Services 2.21% Health Care 2.13% Technology 1.83% Asset Allocation
Asset Class Value Cash 1.28% Equity 98.72% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE8% ₹594 Cr 4,275,000
↑ 75,000 NTPC Ltd (Utilities)
Equity, Since 31 May 09 | 5325558% ₹558 Cr 16,699,999 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 18 | BHARTIARTL7% ₹488 Cr 2,550,000
↓ -50,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 07 | LT6% ₹442 Cr 1,214,337
↓ -100,000 Tata Power Co Ltd (Utilities)
Equity, Since 30 Apr 23 | 5004004% ₹314 Cr 7,900,789 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 30 Sep 24 | 5000933% ₹239 Cr 3,617,014
↑ 509,091 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | 5325383% ₹214 Cr 175,000 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 30 Sep 24 | 5001033% ₹208 Cr 8,713,730 Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Nov 22 | KAYNES3% ₹208 Cr 336,227 Carborundum Universal Ltd (Industrials)
Equity, Since 30 Sep 23 | CARBORUNIV2% ₹168 Cr 1,800,000
بہترین سیکٹر میوچل فنڈز میں سرمایہ کاری کرتے وقت غور کرنے کے لیے اسمارٹ ٹپس
سیکٹر فنڈز میں سرمایہ کاری کرنے سے پہلے آپ کو کچھ چیزیں جاننے کی ضرورت ہے:
1. میوچل فنڈ کا مقصد
کسی کو ہمیشہ میوچل فنڈ اسکیم کے مقصد کو مناسب طریقے سے سمجھنا چاہیے۔ مثال کے طور پر، کچھ سیکٹر میوچل فنڈز بیان کردہ سیکٹر میں پورٹ فولیو کا صرف 65 فیصد تک سرمایہ کاری کرتے ہیں۔ یہ کسی شعبے میں آپ کی نمائش کو کم کر سکتا ہے اور آپ کی توقع کے مطابق پیداوار فراہم نہیں کرے گا۔
2. مارکیٹ کا ٹائمنگ
جیسا کہ وہ کہتے ہیں، اسٹاک مارکیٹ میں دولت بڑھانے کے لیے، "مارکیٹ میں وقت مارکیٹ کے وقت سے زیادہ اہم ہے۔" لیکن، جب سیکٹر میوچل فنڈز میں پیسہ کمانے کی بات آتی ہے، تو کسی کو مارکیٹ کو وقت کے ساتھ سیکھنے کی ضرورت ہوتی ہے، خاص طور پر، سیمنٹ جیسے چکراتی شعبوں میں،بینک، اسٹیل، وغیرہ۔ مثال کے طور پر، جب شرح سود کم ہوتی ہے یا ان کے گرنے کی توقع ہوتی ہے تو بینکنگ اسٹاک اچھی کارکردگی دکھاتے ہیں۔ اور وہکم کارکردگی دکھانا جب شرح سود بڑھ رہی ہے۔ لہذا، بینکنگ فنڈ میں اچھا منافع حاصل کرنے کے لیے، کسی کو شرح سود کے چکر کے صحیح موڑ پر آنے کی ضرورت ہے۔
مثالی طور پر، ایکسرمایہ کار لینا چاہئےگھونٹ اس طرح کے فنڈز کو ایکسپوز کرنے کا راستہ، لیکن جب سیکٹر کے بنیادی اصول ختم یا ڈوبنے لگیں تو کسی کو SIPs اور سیکٹر میوچل فنڈز میں ایگزٹ پوزیشن کو بند کرنا چاہیے۔
کے برعکسمتنوع فنڈز, سیکٹر میوچل فنڈز کم متنوع ہیں، اس طرح خطرے کی نمائش نسبتاً زیادہ ہے۔ سیکٹر فنڈز کا نقصان اتار چڑھاؤ کی بلند شرح ہے۔ یہ اس کی سرمایہ کاری کی نوعیت کی وجہ سے ہے۔ ایک سرمایہ کار اس وقت ضرورت سے زیادہ منافع حاصل کرے گا جب مارکیٹ اوپر کی سمت بڑھ رہی ہو اور جب اس مخصوص شعبے کی مارکیٹ خراب ہو رہی ہو تو اسے زبردست نقصان پہنچے گا۔
3. جانیں کہ کب باہر نکلنا ہے۔
متنوع میوچل فنڈز کے مقابلے میں، ایک سیکٹر میوچل فنڈ کو زیادہ دیر تک پورٹ فولیو میں نہیں رکھا جانا چاہیے۔ مثالی طور پر، جب کسی شعبے کی اچھی کارکردگی کی توقع کی جاتی ہے، تو ایسے فنڈ کو خریدنا چاہیے اور جب اس کے حق میں جانا شروع ہو جائے تو فنڈ سے نکل جانا چاہیے۔ چونکہ یہ فنڈز زیادہ تر چکراتی ہیں، ان کی مدت عام طور پر 3-5 سال ہوتی ہے۔ اس طرح، سرمایہ کاروں کو یہ جاننے کے لیے کچھ اچھا وقت گزارنا چاہیے کہ اس طرح کے فنڈز سے کب نکلنا ہے۔
4. محدود نمائش
سیکٹر فنڈز میں سرمایہ کاری کرنے والے سرمایہ کاروں کو یہ سمجھنا چاہیے کہ فنڈ مینیجر اپنے سرمایہ کاری کے اختیارات میں محدود ہے اور اسے کسی خاص شعبے میں سرمایہ کاری جاری رکھنی ہوگی چاہے وہ شعبہ مارکیٹ میں اچھی کارکردگی کا مظاہرہ نہ کر رہا ہو۔ جبکہ، ایکویٹی ڈائیورسیفائیڈ فنڈز میں، ایک فنڈ مینیجر ایسی کسی پابندی کا پابند نہیں ہے۔
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دستاویزات اپ لوڈ کریں (PAN، آدھار، وغیرہ)۔اور، آپ سرمایہ کاری کے لیے تیار ہیں!
نتیجہ
سیکٹر فنڈز آپ کے پورٹ فولیو کو مرتکز خطرے سے دوچار کرتے ہیں، درحقیقت، اس سے آپ کو بہت بڑا نقصان ہو سکتا ہے، اگر آپ اپنے آپ کو کاروباری چکروں کے قریب نہیں رکھتے ہیں۔ دوسری طرف، اگر آپ سیکٹر کے بنیادی اصولوں سے بخوبی واقف ہیں اور اس طرح کے فنڈز کے ساتھ جڑے اتار چڑھاؤ کا اندازہ لگانے کی صلاحیت رکھتے ہیں، تو آپ اچھا منافع کما سکتے ہیں۔ تاہم، سیکٹر فنڈز میں سرمایہ کاری کرتے وقت ہمیشہ بہت محتاط رہیں اور صرف ایک محدود حصہ کی سرمایہ کاری کریں۔سرمایہ!
یہاں فراہم کردہ معلومات کے درست ہونے کو یقینی بنانے کے لیے تمام کوششیں کی گئی ہیں۔ تاہم، ڈیٹا کی درستگی کے حوالے سے کوئی ضمانت نہیں دی جاتی ہے۔ براہ کرم کوئی بھی سرمایہ کاری کرنے سے پہلے اسکیم کی معلومات کے دستاویز کے ساتھ تصدیق کریں۔
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