پچھلے 5 سالوں میں بہترین منافع کے ساتھ 9 میوچل فنڈز

Updated on September 7, 2026 , 50260 views

بہت سارے لوگ اسٹاک مارکیٹوں کی پیروی کرتے ہیں اور مختلف کمپنیوں کی طرف سے پیش کردہ حصص میں سرمایہ کاری کرنا چاہتے ہیں، لیکن وہ ڈرتے ہیں کہ ان کے پاس کافی علم نہیں ہے یا ان کے پاس کافی وقت نہیں ہے کہ وہ اس پر نظر رکھنے اور متحرک کے بارے میں تازہ ترین بز پر عمل کریں۔مارکیٹ.

ایک میوچل فنڈ ان کے لیے ایک بہترین حل ہے۔سرمایہ کاری ایکویٹی مارکیٹ میں براہ راست ایک خطرہ ہے، ہر کوئی اس کو لینے کے لیے تیار نہیں ہے کیونکہ سرمایہ کاروں کے لیے فنڈ کا انتظام کرنے والا ایک ڈیڈیکیٹڈ فنڈ مینیجر ہوگا جو ماہر فنڈ مینیجر کی حیثیت سے ایسی چیزیں خریدیں جو سستی لگ رہی ہوں۔

گزشتہ 5 سالوں میں بہترین منافع کے ساتھ میوچل فنڈز

واپسی ہمیشہ سے بنیادی معیارات رہے ہیں۔سرمایہ کار کسی بھی سرمایہ کاری کے لیے جاتے وقت۔ یہ بتاتے ہیں کہ مخصوص سرمایہ کاری کی مدت کے دوران فنڈ نے کتنا کھویا یا حاصل کیا ہے۔

ذیل میں 9 کی فہرست ہے۔باہمی چندہ جنہوں نے پچھلے 5 سالوں میں سرمایہ کاری پر بہترین منافع (سالانہ مرکب) دیا ہے۔

1. DSP World Gold Fund

"The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of MLIIF - WGF. The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or units of money market/liquid schemes of DSP Merrill Lynch Mutual Fund, in order to meet liquidity requirements from time to time. However, there is no assurance that the investment objective of the Scheme will be realized."

Research Highlights for DSP World Gold Fund

Bottom quartile AUM (₹1,441 Cr).
Established history (19+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 30.61% (top quartile).
3Y return: 59.21% (top quartile).
1Y return: 62.78% (top quartile).
Alpha: 2.59 (upper mid).
Sharpe: 1.14 (top quartile).
Information ratio: -0.56 (bottom quartile).

Below is the key information for DSP World Gold Fund

DSP World Gold Fund Growth
Launch Date	14 Sep 07
NAV (09 Sep 26)	₹64.5956 ↑ 0.65 (1.02 %)
Net Assets (Cr)	₹1,441 on 31 Jul 26
Category	Equity - Global
AMC	DSP BlackRock Invmt Managers Pvt. Ltd.
Rating	☆☆☆
Risk	High
Expense Ratio	1.41
Sharpe Ratio	1.14
Information Ratio	-0.56
Alpha Ratio	2.59
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

DSP World Gold 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 DSP World Gold Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Sep 26

Duration	Returns
1 Month	9.9%
3 Month	23.4%
6 Month	2.9%
1 Year	62.8%
3 Year	59.2%
5 Year	30.6%
10 Year
15 Year
Since launch	10.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	167.1%
2023	15.9%
2022	7%
2021	-7.7%
2020	-9%
2019	31.4%
2018	35.1%
2017	-10.7%
2016	-4%
2015	52.7%

Fund Manager information for DSP World Gold Fund

Name	Since	Tenure

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

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

2. 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 (₹6,678 Cr).
Established history (16+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: High.
5Y return: 22.49% (top quartile).
3Y return: 18.65% (lower mid).
1Y return: 10.12% (lower mid).
Alpha: -0.89 (bottom quartile).
Sharpe: 0.28 (lower mid).
Information ratio: -0.34 (bottom quartile).

Below is the key information for SBI PSU Fund

SBI PSU Fund Growth
Launch Date	7 Jul 10
NAV (10 Sep 26)	₹34.0593 ↑ 0.10 (0.30 %)
Net Assets (Cr)	₹6,678 on 31 Jul 26
Category	Equity - Sectoral
AMC	SBI Funds Management Private Limited
Rating	☆☆
Risk	High
Expense Ratio	1.89
Sharpe Ratio	0.28
Information Ratio	-0.34
Alpha Ratio	-0.89
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

SBI PSU Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691 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 9 Sep 26

Duration	Returns
1 Month	-2%
3 Month	-2.1%
6 Month	-3%
1 Year	10.1%
3 Year	18.6%
5 Year	22.5%
10 Year
15 Year
Since launch	7.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	11.3%
2023	23.5%
2022	54%
2021	29%
2020	32.4%
2019	-10%
2018	6%
2017	-23.8%
2016	21.9%
2015	16.2%

Fund Manager information for SBI PSU Fund

Name	Since	Tenure

Data below for SBI PSU Fund as on 31 Jul 26

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

3. 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

Top quartile AUM (₹8,523 Cr).
Established history (21+ yrs).
Rating: 3★ (upper mid).
Risk profile: High.
5Y return: 21.52% (upper mid).
3Y return: 17.01% (bottom quartile).
1Y return: 5.68% (bottom quartile).
Alpha: 0.00 (upper mid).
Sharpe: 0.04 (bottom quartile).
Information ratio: 0.00 (upper mid).

Below is the key information for ICICI Prudential Infrastructure Fund

ICICI Prudential Infrastructure Fund Growth
Launch Date	31 Aug 05
NAV (10 Sep 26)	₹202.43 ↓ -0.59 (-0.29 %)
Net Assets (Cr)	₹8,523 on 31 Jul 26
Category	Equity - Sectoral
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆☆
Risk	High
Expense Ratio	1.89
Sharpe Ratio	0.04
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

ICICI Prudential Infrastructure Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033 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 9 Sep 26

Duration	Returns
1 Month	-1%
3 Month	3.6%
6 Month	9.9%
1 Year	5.7%
3 Year	17%
5 Year	21.5%
10 Year
15 Year
Since launch	15.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	6.7%
2023	27.4%
2022	44.6%
2021	28.8%
2020	50.1%
2019	3.6%
2018	2.6%
2017	-14%
2016	40.8%
2015	2%

Fund Manager information for ICICI Prudential Infrastructure Fund

Name	Since	Tenure

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

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

4. DSP World Mining Fund

The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in the units of BlackRock Global Funds – World Mining Fund. The Scheme may, at the discretion of the Investment Manager, also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or money market/liquid schemes of DSP BlackRock Mutual Fund, in order to meet liquidity requirements from time to time.

Research Highlights for DSP World Mining Fund

Bottom quartile AUM (₹168 Cr).
Established history (16+ yrs).
Rating: 3★ (lower mid).
Risk profile: High.
5Y return: 20.89% (upper mid).
3Y return: 32.76% (top quartile).
1Y return: 71.07% (top quartile).
Alpha: 0.00 (lower mid).
Sharpe: 1.67 (top quartile).
Information ratio: 0.00 (lower mid).

Below is the key information for DSP World Mining Fund

DSP World Mining Fund Growth
Launch Date	29 Dec 09
NAV (09 Sep 26)	₹35.7585 ↑ 0.12 (0.34 %)
Net Assets (Cr)	₹168 on 31 Jul 26
Category	Equity - Global
AMC	DSP BlackRock Invmt Managers Pvt. Ltd.
Rating	☆☆☆
Risk	High
Expense Ratio	1.14
Sharpe Ratio	1.67
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

DSP World Mining Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644 Invest Now

Returns for DSP World Mining Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Sep 26

Duration	Returns
1 Month	6.5%
3 Month	10.8%
6 Month	16.3%
1 Year	71.1%
3 Year	32.8%
5 Year	20.9%
10 Year
15 Year
Since launch	7.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	79%
2023	-8.1%
2022	0%
2021	12.2%
2020	18%
2019	34.9%
2018	21.5%
2017	-9.4%
2016	21.1%
2015	49.7%

Fund Manager information for DSP World Mining Fund

Name	Since	Tenure

Data below for DSP World Mining Fund as on 31 Jul 26

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

5. Motilal Oswal Midcap 30 Fund

(Erstwhile Motilal Oswal MOSt Focused Midcap 30 Fund)

The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Research Highlights for Motilal Oswal Midcap 30 Fund

Highest AUM (₹40,036 Cr).
Established history (12+ yrs).
Rating: 3★ (lower mid).
Risk profile: Moderately High.
5Y return: 20.75% (lower mid).
3Y return: 17.26% (bottom quartile).
1Y return: 0.74% (bottom quartile).
Alpha: -9.71 (bottom quartile).
Sharpe: -0.24 (bottom quartile).
Information ratio: 0.06 (upper mid).

Below is the key information for Motilal Oswal Midcap 30 Fund

Motilal Oswal Midcap 30 Fund Growth
Launch Date	24 Feb 14
NAV (10 Sep 26)	₹104.407 ↓ -0.14 (-0.13 %)
Net Assets (Cr)	₹40,036 on 31 Jul 26
Category	Equity - Mid Cap
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.56
Sharpe Ratio	-0.24
Information Ratio	0.06
Alpha Ratio	-9.71
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

Motilal Oswal Midcap 30 Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644 Invest Now

Returns for Motilal Oswal Midcap 30 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Sep 26

Duration	Returns
1 Month	2.1%
3 Month	15.5%
6 Month	22.1%
1 Year	0.7%
3 Year	17.3%
5 Year	20.7%
10 Year
15 Year
Since launch	20.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	-12.1%
2023	57.1%
2022	41.7%
2021	10.7%
2020	55.8%
2019	9.3%
2018	9.7%
2017	-12.7%
2016	30.8%
2015	5.2%

Fund Manager information for Motilal Oswal Midcap 30 Fund

Name	Since	Tenure

Data below for Motilal Oswal Midcap 30 Fund as on 31 Jul 26

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

6. 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 (₹6,325 Cr).
Oldest track record among peers (22 yrs).
Top rated.
Risk profile: High.
5Y return: 20.51% (lower mid).
3Y return: 18.67% (upper mid).
1Y return: 15.39% (upper mid).
Alpha: 0.00 (lower mid).
Sharpe: 0.52 (upper mid).
Information ratio: 0.00 (lower mid).

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 (10 Sep 26)	₹361.544 ↑ 0.68 (0.19 %)
Net Assets (Cr)	₹6,325 on 31 Jul 26
Category	Equity - Sectoral
AMC	DSP BlackRock Invmt Managers Pvt. Ltd.
Rating	☆☆☆☆
Risk	High
Expense Ratio	1.89
Sharpe Ratio	0.52
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

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

Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644 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 9 Sep 26

Duration	Returns
1 Month	-1.1%
3 Month	3.1%
6 Month	14.8%
1 Year	15.4%
3 Year	18.7%
5 Year	20.5%
10 Year
15 Year
Since launch	17.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	-2.5%
2023	32.4%
2022	49%
2021	13.9%
2020	51.6%
2019	2.7%
2018	6.7%
2017	-17.2%
2016	47%
2015	4.1%

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

Name	Since	Tenure

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

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

7. LIC MF Infrastructure Fund

The investment objective of the scheme is to provide long term growth from a portfolio of equity / equity related instruments of companies engaged either directly or indirectly in the infrastructure sector.

Research Highlights for LIC MF Infrastructure Fund

Bottom quartile AUM (₹1,145 Cr).
Established history (18+ yrs).
Not Rated.
Risk profile: High.
5Y return: 20.31% (bottom quartile).
3Y return: 21.48% (upper mid).
1Y return: 11.85% (upper mid).
Alpha: 5.37 (top quartile).
Sharpe: 0.28 (bottom quartile).
Information ratio: 0.56 (top quartile).

Below is the key information for LIC MF Infrastructure Fund

LIC MF Infrastructure Fund Growth
Launch Date	29 Feb 08
NAV (10 Sep 26)	₹54.5659 ↓ -0.03 (-0.06 %)
Net Assets (Cr)	₹1,145 on 31 Jul 26
Category	Equity - Sectoral
AMC	LIC Mutual Fund Asset Mgmt Co Ltd
Rating	Not Rated
Risk	High
Expense Ratio	2.21
Sharpe Ratio	0.28
Information Ratio	0.56
Alpha Ratio	5.37
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

LIC MF Infrastructure Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644 Invest Now

Returns for LIC MF Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Sep 26

Duration	Returns
1 Month	-1.6%
3 Month	3.6%
6 Month	13.6%
1 Year	11.8%
3 Year	21.5%
5 Year	20.3%
10 Year
15 Year
Since launch	9.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	-3.7%
2023	47.8%
2022	44.4%
2021	7.9%
2020	46.6%
2019	-0.1%
2018	13.3%
2017	-14.6%
2016	42.2%
2015	-2.2%

Fund Manager information for LIC MF Infrastructure Fund

Name	Since	Tenure

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

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

8. Nippon India Power and Infra Fund

(Erstwhile Reliance Diversified Power Sector Fund)

The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies in the power sector.

Research Highlights for Nippon India Power and Infra Fund

Upper mid AUM (₹8,042 Cr).
Established history (22+ yrs).
Rating: 4★ (top quartile).
Risk profile: High.
5Y return: 20.27% (bottom quartile).
3Y return: 17.47% (bottom quartile).
1Y return: 11.39% (lower mid).
Alpha: 6.69 (top quartile).
Sharpe: 0.34 (lower mid).
Information ratio: 0.40 (top quartile).

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

Nippon India Power and Infra Fund Growth
Launch Date	8 May 04
NAV (10 Sep 26)	₹379.154 ↓ -1.59 (-0.42 %)
Net Assets (Cr)	₹8,042 on 31 Jul 26
Category	Equity - Sectoral
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆☆☆
Risk	High
Expense Ratio	1.85
Sharpe Ratio	0.34
Information Ratio	0.4
Alpha Ratio	6.69
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

Nippon India Power and Infra Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644 Invest Now

Returns for Nippon India Power and Infra Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Sep 26

Duration	Returns
1 Month	-2.1%
3 Month	1.6%
6 Month	12.4%
1 Year	11.4%
3 Year	17.5%
5 Year	20.3%
10 Year
15 Year
Since launch	17.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	-0.5%
2023	26.9%
2022	58%
2021	10.9%
2020	48.9%
2019	10.8%
2018	-2.9%
2017	-21.1%
2016	61.7%
2015	0.1%

Fund Manager information for Nippon India Power and Infra Fund

Name	Since	Tenure

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

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

9. UTI Transportation & Logistics Fund

Investment Objective is “capital appreciation” through investments in stocks of the companies engaged in the transportation and logistics sector.

Research Highlights for UTI Transportation & Logistics Fund

Lower mid AUM (₹4,263 Cr).
Established history (22+ yrs).
Rating: 3★ (bottom quartile).
Risk profile: High.
5Y return: 19.73% (bottom quartile).
3Y return: 17.53% (lower mid).
1Y return: 0.90% (bottom quartile).
Alpha: 0.00 (bottom quartile).
Sharpe: 0.47 (upper mid).
Information ratio: 0.00 (bottom quartile).

Below is the key information for UTI Transportation & Logistics Fund

UTI Transportation & Logistics Fund Growth
Launch Date	11 Apr 04
NAV (10 Sep 26)	₹296.577 ↓ -0.71 (-0.24 %)
Net Assets (Cr)	₹4,263 on 31 Jul 26
Category	Equity - Sectoral
AMC	UTI Asset Management Company Ltd
Rating	☆☆☆
Risk	High
Expense Ratio	1.93
Sharpe Ratio	0.47
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

UTI Transportation & Logistics Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520 Invest Now

Returns for UTI Transportation & Logistics Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Sep 26

Duration	Returns
1 Month	-3.5%
3 Month	9.6%
6 Month	10%
1 Year	0.9%
3 Year	17.5%
5 Year	19.7%
10 Year
15 Year
Since launch	16.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	19.5%
2023	18.7%
2022	40.1%
2021	14.7%
2020	24.3%
2019	11%
2018	-8.7%
2017	-19.5%
2016	39.6%
2015	4.8%

Fund Manager information for UTI Transportation & Logistics Fund

Name	Since	Tenure

Data below for UTI Transportation & Logistics Fund as on 31 Jul 26

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

یاد رکھنے والی چیزیں

صرف سرمایہ کاری سے واپسی کے لیے مت بھاگومیوچل فنڈز میں سرمایہ کاری. فنڈ کو منتخب کرنے سے پہلے آپ کو بہت سی چیزوں پر غور کرنا چاہیے جو آپ کے سرمایہ کاری کے اہداف سے میل کھاتا ہے۔ Mutual Funds میں سرمایہ کاری کرنے سے پہلے آپ کو 3 چیزوں کو ہمیشہ یاد رکھنا چاہیے۔

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واپسی کی زیادہ شرح

سب سے زیادہ منافع والے فنڈ میں آنکھیں بند کرکے سرمایہ کاری نہ کریں۔ جس مدت کے لیے آپ سرمایہ کاری کرنا چاہتے ہیں اس کی بنیاد پر سرمایہ کاری کریں۔ ہر شخص کی مالی حالت مختلف ہوتی ہے کیونکہ ماضی میں جس چیز نے اچھا منافع دیا ہے اس کی کوئی ضمانت نہیں ہے کہ وہ مستقبل میں برابر منافع دے گا۔

فنڈز کا اندازہ لگائیں۔

ان فنڈز کا اندازہ لگائیں جو آپ خود لگاتے ہیں – کسی فنڈ میں اس کی مقبولیت کی وجہ سے سرمایہ کاری نہ کریں۔

اپنی سرمایہ کاری کا جائزہ لیں۔

اپنی سرمایہ کاری کا وقتاً فوقتاً جائزہ لیں لیکن اکثر نہیں۔ ایک بار چند ماہ کافی اچھا ہے.

اگر آپ میوچل فنڈز میں سرمایہ کاری کرنے والے ہیں، خاص طور پر ایکویٹی میوچل فنڈ میں، چھوٹے/مڈ کیپ میوچل فنڈز کے بارے میں سوچنا آپ کے لیے بہترین خیال نہیں ہو سکتا۔ یہ ان سرمایہ کاروں کے لیے بہترین ہیں جن کے میوچل فنڈز کے بارے میں بہت اچھے خیالات ہیں اور ان سے وابستہ خطرات۔

اس بات کو یقینی بنانے کے لیے کہ فنڈ اچھے ہاتھوں میں ہے، ایک ایسے فنڈ ہاؤس کا انتخاب کریں جس میں فنڈ مینیجر ہو جس میں چھوٹے/منظم کرنے کا اچھا تجربہ ہو۔مڈ کیپ فنڈز اور ان فنڈز کے ساتھ کچھ اچھی تعداد میں سالوں سے وابستہ ہیں۔

میں سے کچھ کو دیکھنے کے لئےبہترین کارکردگی کا مظاہرہ کرنے والے میوچل فنڈز میوچل فنڈز کے ہر زمرے سے فنڈز، چیک آؤٹ کریں۔ خوش سرمایہ کاری!

Disclaimer:
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۔