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ઉચ્ચ જોખમ રોકાણ શું છે?
શ્રેષ્ઠ ઉચ્ચ જોખમ મ્યુચ્યુઅલ ફંડ્સ
ઉચ્ચ જોખમવાળા રોકાણમાં SIP રૂટ લેવો એ શા માટે સ્માર્ટ ચોઇસ છે?
હાઈ રિસ્ક મ્યુચ્યુઅલ ફંડમાં કેવી રીતે રોકાણ કરવું?
Top 5 Funds

ભારતમાં ટોચના 5 શ્રેષ્ઠ ઉચ્ચ જોખમ મ્યુચ્યુઅલ ફંડ્સ

Updated on November 19, 2024 , 20380 views

ઉચ્ચ જોખમમ્યુચ્યુઅલ ફંડ એવા ભંડોળનો સંદર્ભ લો કે જેમાં ભવિષ્યમાં ઉચ્ચ વળતર આપવાની સંભાવના હોય.

આ એવા ફંડ્સ છે જે આદર્શ રીતે એવા રોકાણકારો માટે છે જે રોકાણમાં ઉચ્ચ સ્તરનું જોખમ લેવા તૈયાર છે. પરંતુ, આ ભંડોળ પ્રકૃતિમાં અત્યંત અસ્થિર છે. તેથી જ પોર્ટફોલિયોમાં આવા ઉચ્ચ જોખમવાળા ફંડને સમયાંતરે સક્રિય રીતે સંચાલિત કરવાની જરૂર છે. ઉચ્ચ જોખમ ધરાવતા મ્યુચ્યુઅલ ફંડ સામાન્ય રીતે રોકાણકારોને મહાન ડિવિડન્ડ આપે છે. તેથી, જો તમે સારું વળતર મેળવવા માટે ઉચ્ચ જોખમ લેવા તૈયાર છો, તો તમે પસંદ કરી શકો છોરોકાણ આ લિસ્ટેડ ફંડ્સમાં.

ઉચ્ચ જોખમ રોકાણ શું છે?

ઉચ્ચ જોખમ ભંડોળ લાંબા ગાળાની સંપત્તિ નિર્માણમાં મદદ કરે છે. વ્યક્તિ તેમની લાંબા ગાળાની યોજના પણ બનાવી શકે છેનાણાકીય લક્ષ્યો જેમ કેનિવૃત્તિઆ ભંડોળમાં રોકાણ કરીને વિશ્વ પ્રવાસ, સ્વપ્ન ઘરની ખરીદી, લગ્ન વગેરે. ઉચ્ચ જોખમ ભંડોળ એ લાંબા ગાળાના રોકાણો છે જે 5 વર્ષથી વધુની લાંબી મુદત માટે રોકાણ કરવા માટે હોય છે.

આવા રોકાણો માટે સલાહ આપવામાં આવે છે તે મ્યુચ્યુઅલ ફંડ્સ છેઇક્વિટી ફંડ્સ. ઇક્વિટી ફંડને ઉચ્ચ જોખમ ધરાવતું, ઉચ્ચ વળતરનું ફંડ ગણવામાં આવે છે. ઈક્વિટી ફંડ્સ કંપનીઓના શેરો/શેરમાં રોકાણ કરે છે. ફર્મમાં સીધું જ રોકાણ શરૂ કર્યા વિના કે રોકાણ કર્યા વિના (નાના ભાગમાં) ધંધો ધરાવવાનો તે શ્રેષ્ઠ માર્ગ છે. ઇક્વિટી ફંડના વિવિધ પ્રકારો છે જેમ કેલાર્જ કેપ ફંડ્સ, મધ્ય અનેસ્મોલ કેપ ફંડ્સ,વૈવિધ્યસભર ભંડોળ,ક્ષેત્ર ભંડોળ અનેELSS (ઇક્વિટી લિંક્ડ સેવિંગ્સ સ્કીમ્સ).

શ્રેષ્ઠ ઉચ્ચ જોખમ મ્યુચ્યુઅલ ફંડ્સ

મિડ અને સ્મોલ કેપ ફંડ્સ

મિડ અને સ્મોલ કેપ ફંડ્સ અનુક્રમે મિડ અને સ્મોલ (અથવા સ્ટાર્ટઅપ) કંપનીઓમાં રોકાણ કરે છે. આ ભંડોળમાં ઊભરતી કંપનીઓનો સ્ટોક હોવાથી, તે સ્વભાવે ખૂબ જોખમી છે. તેથી, જે રોકાણકારો લગભગ 7-10 વર્ષ અને તેથી વધુ સમય માટે રોકાણ કરી શકે છે, તેઓએ ફક્ત આ ફંડ્સમાં રોકાણ કરવાનું પસંદ કરવું જોઈએ. જો કંપનીઓ લાંબા ગાળે સારો દેખાવ કરે તો રોકાણકારો સારું વળતર મેળવી શકે છે.

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2023 (%)
Motilal Oswal Midcap 30 Fund Growth	₹105.104 ↑ 1.06	₹20,056	3.8	23.6	58.4	31.9	31.6	41.7
HDFC Mid-Cap Opportunities Fund Growth	₹183.025 ↑ 1.70	₹75,037	-2.7	8	33.7	26.6	28.2	44.5
Nippon India Small Cap Fund Growth	₹169.075 ↑ 1.25	₹61,027	-5.8	6.1	30.7	25.7	34.4	48.9
Franklin India Smaller Companies Fund Growth	₹172.339 ↑ 1.43	₹13,944	-6.9	4.8	26.8	24.1	28.7	52.1
L&T Emerging Businesses Fund Growth	₹84.3483 ↑ 0.70	₹17,306	-3.3	8.3	26.7	23	30	46.1
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Nov 24

સેક્ટર ફંડ

આ એવા ફંડ્સ છે જે સેક્ટર સ્પેસિફિક છે, એટલે કે તેઓ ઈન્ફ્રા, ફાર્મા, બેન્કિંગ જેવા ચોક્કસ સેક્ટરમાં રોકાણ કરે છે. આ ઉચ્ચ જોખમ ધરાવતા ફંડ્સ છે, તે તમારા પૈસાને બમણા કરી શકે છે અથવા મુશ્કેલીમાં મુકી શકે છે. તેથી, રોકાણકારો કે જેઓ સેક્ટરની ભાવિ વૃદ્ધિ વિશે જાણતા હોય કે તેઓ રોકાણ કરવા ઈચ્છે છે તેમણે માત્ર આ ફંડ્સમાં રોકાણ કરવાનું પસંદ કરવું જોઈએ.

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2023 (%)
LIC MF Infrastructure Fund Growth	₹49.1846 ↑ 0.49	₹786	-5.2	7.4	56.8	30.9	27.2	44.4
SBI PSU Fund Growth	₹31.1055 ↑ 0.73	₹4,471	-8.8	-4.9	52.3	35	24.2	54
Canara Robeco Infrastructure Growth	₹155.46 ↑ 3.17	₹848	-4.8	2.5	50.7	27.9	28.6	41.2
Franklin India Opportunities Fund Growth	₹241.879 ↑ 3.31	₹5,623	-4.6	5.4	48.8	25.3	27.2	53.6
Invesco India PSU Equity Fund Growth	₹60.43 ↑ 1.24	₹1,331	-12.6	-8.1	45.8	29.9	26.1	54.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Nov 24

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ડાઇવર્સિફાઇડ ફંડ્સ અથવા મલ્ટી કેપ ફંડ્સ

આ ફંડ તમામમાં રોકાણ કરે છેબજાર કેપ- લાર્જ કેપ, મિડ અને સ્મોલ કેપ ફંડ્સ. તેની રોકાણ તકનીકને કારણે, તેઓ પોર્ટફોલિયોને સંતુલિત કરવામાં માસ્ટર છે. જેના કારણે જોખમ મધ્યમ છે. જો એક ફંડ સારું પ્રદર્શન કરવામાં નિષ્ફળ જાય, તો અન્ય ફંડ પોર્ટફોલિયોને સંતુલિત કરવા માટે હોય છે. રોકાણકારોએ આદર્શ રીતે ઓછામાં ઓછા 5 વર્ષ અને તેથી વધુ સમય માટે રોકાણ કરવું જોઈએ.

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2023 (%)
JM Multicap Fund Growth	₹100.815 ↑ 1.52	₹4,722	-6.4	5.3	41.5	25	24	40
HDFC Equity Fund Growth	₹1,861.56 ↑ 26.84	₹64,929	0	10.2	36.1	24.1	22.8	30.6
Nippon India Multi Cap Fund Growth	₹287.06 ↑ 4.62	₹38,678	-4.2	4.2	32	23.4	24	38.1
Motilal Oswal Multicap 35 Fund Growth	₹60.0631 ↑ 0.80	₹12,024	3	15.6	45.7	18.7	17.1	31
Baroda Pioneer Multi Cap Fund Growth	₹283.63 ↑ 3.28	₹2,739	-1.6	8.8	35.6	18.1	23.5	30.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Nov 24

લાર્જ કેપ ફંડ્સ

આ એવા ફંડ છે જે ભારતમાં મોટા કદની કંપનીઓમાં રોકાણ કરે છે. આ એવી કંપનીઓ છે જે ઉદ્યોગમાં અગ્રણી છે અને તેના સ્થિર વળતર માટે જાણીતી છે. જેમ કે, લાર્જ-કેપ ફંડ્સ મોટી કંપનીઓમાં રોકાણ કરે છે તે મિડ અને સ્મોલ કેપ કરતાં ઓછા જોખમી હોય છે. પરંતુ, ઇક્વિટી ફંડ હોવાને કારણે તેનું જોખમ હંમેશા રહે છે. રોકાણકારો જે મધ્યમથી ઉચ્ચ સ્તરનું જોખમ સહન કરી શકે છે અને 5 વર્ષ અને તેથી વધુ સમય સુધી રોકાણ કરી શકે છે તેઓ આ યોજનાઓમાં રોકાણ કરી શકે છે.

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2023 (%)
Nippon India Large Cap Fund Growth	₹86.0312 ↑ 1.72	₹34,105	-4.6	4	27.5	18.2	19.1	32.1
ICICI Prudential Bluechip Fund Growth	₹104.79 ↑ 1.91	₹63,670	-4.5	4.8	27.1	15.6	18.8	27.4
Canara Robeco Bluechip Equity Fund Growth	₹60.33 ↑ 1.22	₹14,581	-1.8	8.5	28.4	13.2	17.9	22.2
BNP Paribas Large Cap Fund Growth	₹216.043 ↑ 3.95	₹2,349	-5.2	4.9	30.9	15.6	17.7	24.8
Invesco India Largecap Fund Growth	₹66.71 ↑ 1.11	₹1,255	-4.6	6.2	30.1	12.3	17.4	27.8
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Nov 24

1. Nippon India Small Cap Fund

The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies and the secondary objective is to generate consistent returns by investing in debt and money market securities.

Nippon India Small Cap Fund is a Equity - Small Cap fund was launched on 16 Sep 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 22% since its launch. Ranked 6 in Small Cap category. Return for 2023 was 48.9% , 2022 was 6.5% and 2021 was 74.3% .

Below is the key information for Nippon India Small Cap Fund

Nippon India Small Cap Fund Growth
Launch Date	16 Sep 10
NAV (22 Nov 24)	₹169.075 ↑ 1.25 (0.75 %)
Net Assets (Cr)	₹61,027 on 31 Oct 24
Category	Equity - Small Cap
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.55
Sharpe Ratio	2.23
Information Ratio	0.95
Alpha Ratio	6.45
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 19	₹10,000
31 Oct 20	₹10,780
31 Oct 21	₹21,000
31 Oct 22	₹24,010
31 Oct 23	₹31,500
31 Oct 24	₹46,003

Nippon India Small Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹705,310.
Net Profit of ₹405,310 Invest Now

Returns for Nippon India Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Nov 24

Duration	Returns
1 Month	-6.2%
3 Month	-5.8%
6 Month	6.1%
1 Year	30.7%
3 Year	25.7%
5 Year	34.4%
10 Year
15 Year
Since launch	22%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	48.9%
2022	6.5%
2021	74.3%
2020	29.2%
2019	-2.5%
2018	-16.7%
2017	63%
2016	5.6%
2015	15.1%
2014	97.6%

Fund Manager information for Nippon India Small Cap Fund

Name	Since	Tenure

Data below for Nippon India Small Cap Fund as on 31 Oct 24

Equity Sector Allocation

Sector	Value
Industrials	26.53%
Financial Services	13.41%
Basic Materials	12.59%
Consumer Cyclical	12.01%
Technology	9.17%
Consumer Defensive	8.08%
Health Care	7.17%
Communication Services	1.91%
Utility	1.83%
Energy	0.83%
Real Estate	0.59%

Asset Allocation

Asset Class	Value
Cash	5.18%
Equity	94.82%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 28 Feb 21 \| MCX	2%	₹1,206 Cr	1,851,010
HDFC Bank Ltd (Financial Services) Equity, Since 30 Apr 22 \| HDFCBANK	2%	₹1,154 Cr	6,650,000
Tube Investments of India Ltd Ordinary Shares (Industrials) Equity, Since 30 Apr 18 \| TIINDIA	2%	₹1,120 Cr	2,499,222
Apar Industries Ltd (Industrials) Equity, Since 31 Mar 17 \| APARINDS	1%	₹905 Cr	899,271
Kirloskar Brothers Ltd (Industrials) Equity, Since 31 Oct 12 \| KIRLOSBROS	1%	₹864 Cr	4,472,130
ELANTAS Beck India Ltd (Basic Materials) Equity, Since 28 Feb 13 \| 500123	1%	₹827 Cr	614,625
Tejas Networks Ltd (Technology) Equity, Since 30 Jun 17 \| TEJASNET	1%	₹773 Cr	5,763,697
State Bank of India (Financial Services) Equity, Since 31 Oct 19 \| SBIN	1%	₹746 Cr	9,100,000
Voltamp Transformers Ltd (Industrials) Equity, Since 30 Sep 16 \| VOLTAMP	1%	₹745 Cr	642,476 ↓ -7,968
Dixon Technologies (India) Ltd (Technology) Equity, Since 30 Nov 18 \| DIXON	1%	₹720 Cr	512,355

2. 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.

Motilal Oswal Midcap 30 Fund is a Equity - Mid Cap fund was launched on 24 Feb 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 24.4% since its launch. Ranked 27 in Mid Cap category. Return for 2023 was 41.7% , 2022 was 10.7% and 2021 was 55.8% .

Below is the key information for Motilal Oswal Midcap 30 Fund

Motilal Oswal Midcap 30 Fund Growth
Launch Date	24 Feb 14
NAV (22 Nov 24)	₹105.104 ↑ 1.06 (1.02 %)
Net Assets (Cr)	₹20,056 on 31 Oct 24
Category	Equity - Mid Cap
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	0.66
Sharpe Ratio	2.88
Information Ratio	1.19
Alpha Ratio	19.69
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 ₹657,502.
Net Profit of ₹357,502 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 22 Nov 24

Duration	Returns
1 Month	-1.4%
3 Month	3.8%
6 Month	23.6%
1 Year	58.4%
3 Year	31.9%
5 Year	31.6%
10 Year
15 Year
Since launch	24.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	41.7%
2022	10.7%
2021	55.8%
2020	9.3%
2019	9.7%
2018	-12.7%
2017	30.8%
2016	5.2%
2015	16.5%
2014

Fund Manager information for Motilal Oswal Midcap 30 Fund

Name	Since	Tenure

Data below for Motilal Oswal Midcap 30 Fund as on 31 Oct 24

Equity Sector Allocation

Sector	Value
Consumer Cyclical	28.84%
Technology	25.23%
Industrials	22.07%
Financial Services	9.82%
Health Care	5.2%
Basic Materials	3.46%
Real Estate	2.4%
Communication Services	0.59%

Asset Allocation

Asset Class	Value
Cash	2.4%
Equity	97.6%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Coforge Ltd (Technology) Equity, Since 31 Mar 23 \| COFORGE	10%	₹1,982 Cr	2,600,000 ↑ 350,000
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 29 Feb 24 \| KALYANKJIL	9%	₹1,905 Cr	28,983,719 ↑ 3,583,719
Polycab India Ltd (Industrials) Equity, Since 30 Sep 23 \| POLYCAB	9%	₹1,863 Cr	2,875,000 ↑ 325,000
Persistent Systems Ltd (Technology) Equity, Since 31 Jan 23 \| PERSISTENT	8%	₹1,612 Cr	3,000,000 ↑ 300,000
Jio Financial Services Ltd (Financial Services) Equity, Since 31 Aug 23 \| JIOFIN	8%	₹1,612 Cr	50,000,000 ↑ 3,226,841
Bajaj Auto Ltd (Consumer Cyclical) Equity, Since 31 Oct 24 \| 532977	7%	₹1,346 Cr	1,367,958 ↑ 1,367,958
Tube Investments of India Ltd Ordinary Shares (Industrials) Equity, Since 31 Jul 20 \| TIINDIA	6%	₹1,210 Cr	2,700,000 ↑ 232,189
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 Oct 24 \| M&M	5%	₹1,038 Cr	3,805,755 ↑ 3,805,755
Voltas Ltd (Industrials) Equity, Since 31 Oct 17 \| VOLTAS	4%	₹825 Cr	5,000,000
Zomato Ltd (Consumer Cyclical) Equity, Since 30 Apr 23 \| 543320	4%	₹786 Cr	32,500,000 ↑ 7,500,000

3. Kotak Small Cap Fund

(Erstwhile Kotak Midcap Scheme)

The investment objective of the Scheme is to generate capital appreciation from a diversified portfolio of equity and equity related securities.

Kotak Small Cap Fund is a Equity - Small Cap fund was launched on 24 Feb 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.1% since its launch. Ranked 23 in Small Cap category. Return for 2023 was 34.8% , 2022 was -3.1% and 2021 was 70.9% .

Below is the key information for Kotak Small Cap Fund

Kotak Small Cap Fund Growth
Launch Date	24 Feb 05
NAV (22 Nov 24)	₹267.629 ↑ 1.57 (0.59 %)
Net Assets (Cr)	₹17,593 on 31 Oct 24
Category	Equity - Small Cap
AMC	Kotak Mahindra Asset Management Co Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.67
Sharpe Ratio	2.12
Information Ratio	-0.62
Alpha Ratio	7.3
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 Oct 19	₹10,000
31 Oct 20	₹11,349
31 Oct 21	₹22,656
31 Oct 22	₹23,119
31 Oct 23	₹26,953
31 Oct 24	₹38,783

Kotak Small Cap 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 Kotak Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Nov 24

Duration	Returns
1 Month	-2%
3 Month	-3.6%
6 Month	10.1%
1 Year	30.6%
3 Year	17.2%
5 Year	30.4%
10 Year
15 Year
Since launch	18.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	34.8%
2022	-3.1%
2021	70.9%
2020	34.2%
2019	5%
2018	-17.3%
2017	44%
2016	8.9%
2015	7.4%
2014	74%

Fund Manager information for Kotak Small Cap Fund

Name	Since	Tenure
Harish Bihani	20 Oct 23	1.04 Yr.

Data below for Kotak Small Cap Fund as on 31 Oct 24

Equity Sector Allocation

Sector	Value
Industrials	33.42%
Consumer Cyclical	20.77%
Basic Materials	14.45%
Health Care	12.7%
Financial Services	3.67%
Real Estate	3.63%
Consumer Defensive	3.17%
Communication Services	2.54%
Technology	2.1%

Asset Allocation

Asset Class	Value
Cash	3.55%
Equity	96.45%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Cyient Ltd (Industrials) Equity, Since 31 Dec 19 \| CYIENT	3%	₹597 Cr	3,174,852
Techno Electric & Engineering Co Ltd (Industrials) Equity, Since 31 Dec 18 \| TECHNOE	3%	₹570 Cr	3,559,792
Century Plyboards (India) Ltd (Basic Materials) Equity, Since 31 Oct 18 \| 532548	3%	₹565 Cr	6,353,571
Blue Star Ltd (Industrials) Equity, Since 31 May 18 \| BLUESTARCO	3%	₹540 Cr	2,616,673 ↓ -240,679
Ratnamani Metals & Tubes Ltd (Basic Materials) Equity, Since 31 Jan 18 \| RATNAMANI	3%	₹487 Cr	1,328,764
Krishna Institute of Medical Sciences Ltd (Healthcare) Equity, Since 31 Dec 23 \| 543308	2%	₹451 Cr	8,096,930
Sansera Engineering Ltd (Consumer Cyclical) Equity, Since 30 Sep 21 \| 543358	2%	₹434 Cr	2,596,496
Vijaya Diagnostic Centre Ltd (Healthcare) Equity, Since 31 Mar 24 \| 543350	2%	₹422 Cr	4,397,621 ↑ 9,120
Alembic Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Jan 22 \| APLLTD	2%	₹413 Cr	3,427,766
Carborundum Universal Ltd (Industrials) Equity, Since 30 Jun 18 \| CARBORUNIV	2%	₹407 Cr	2,718,155

4. L&T Emerging Businesses Fund

To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian markets with key theme focus being emerging companies (small cap stocks). The Scheme could also additionally invest in Foreign Securities.

L&T Emerging Businesses Fund is a Equity - Small Cap fund was launched on 12 May 14. It is a fund with High risk and has given a CAGR/Annualized return of 22.3% since its launch. Ranked 2 in Small Cap category. Return for 2023 was 46.1% , 2022 was 1% and 2021 was 77.4% .

Below is the key information for L&T Emerging Businesses Fund

L&T Emerging Businesses Fund Growth
Launch Date	12 May 14
NAV (22 Nov 24)	₹84.3483 ↑ 0.70 (0.84 %)
Net Assets (Cr)	₹17,306 on 30 Sep 24
Category	Equity - Small Cap
AMC	L&T Investment Management Ltd
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	1.73
Sharpe Ratio	2
Information Ratio	0.27
Alpha Ratio	0.52
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 19	₹10,000
31 Oct 20	₹9,544
31 Oct 21	₹18,715
31 Oct 22	₹20,605
31 Oct 23	₹26,571
31 Oct 24	₹37,901

L&T Emerging Businesses 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 L&T Emerging Businesses Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 22 Nov 24

Duration	Returns
1 Month	-5.7%
3 Month	-3.3%
6 Month	8.3%
1 Year	26.7%
3 Year	23%
5 Year	30%
10 Year
15 Year
Since launch	22.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	46.1%
2022	1%
2021	77.4%
2020	15.5%
2019	-8.1%
2018	-13.7%
2017	66.5%
2016	10.2%
2015	12.3%
2014

Fund Manager information for L&T Emerging Businesses Fund

Name	Since	Tenure
Venugopal Manghat	17 Dec 19	4.88 Yr.
Cheenu Gupta	1 Oct 23	1.09 Yr.
Sonal Gupta	1 Oct 23	1.09 Yr.

Data below for L&T Emerging Businesses Fund as on 30 Sep 24

Equity Sector Allocation

Sector	Value
Industrials	32.47%
Consumer Cyclical	15.46%
Basic Materials	13.32%
Financial Services	12.83%
Technology	8.01%
Real Estate	5.56%
Health Care	3.49%
Consumer Defensive	3.47%
Energy	1.41%

Asset Allocation

Asset Class	Value
Cash	1.98%
Equity	98.02%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Apar Industries Ltd (Industrials) Equity, Since 31 Mar 17 \| APARINDS	3%	₹482 Cr	505,400 ↓ -130,000
Aditya Birla Real Estate Ltd (Basic Materials) Equity, Since 30 Sep 22 \| 500040	3%	₹458 Cr	1,607,279
Trent Ltd (Consumer Cyclical) Equity, Since 31 Jan 17 \| 500251	3%	₹440 Cr	580,400
Brigade Enterprises Ltd (Real Estate) Equity, Since 31 Jul 19 \| 532929	2%	₹410 Cr	2,891,084 ↓ -138,011
Techno Electric & Engineering Co Ltd (Industrials) Equity, Since 31 Jan 19 \| TECHNOE	2%	₹396 Cr	2,473,042 ↓ -100,000
Neuland Laboratories Limited Equity, Since 31 Jan 24 \| -	2%	₹348 Cr	281,022 ↓ -20,000
NCC Ltd (Industrials) Equity, Since 28 Feb 21 \| NCC	2%	₹341 Cr	11,291,100
Dixon Technologies (India) Ltd (Technology) Equity, Since 31 Jul 20 \| DIXON	2%	₹329 Cr	238,273
K.P.R. Mill Ltd (Consumer Cyclical) Equity, Since 28 Feb 15 \| KPRMILL	2%	₹314 Cr	3,286,897
Supreme Petrochem Ltd (Basic Materials) Equity, Since 30 Sep 16 \| SPLPETRO	2%	₹309 Cr	3,565,768

5. 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.

ICICI Prudential Infrastructure Fund is a Equity - Sectoral fund was launched on 31 Aug 05. It is a fund with High risk and has given a CAGR/Annualized return of 16.2% since its launch. Ranked 27 in Sectoral category. Return for 2023 was 44.6% , 2022 was 28.8% and 2021 was 50.1% .

Below is the key information for ICICI Prudential Infrastructure Fund

ICICI Prudential Infrastructure Fund Growth
Launch Date	31 Aug 05
NAV (22 Nov 24)	₹183.46 ↑ 2.90 (1.61 %)
Net Assets (Cr)	₹6,779 on 31 Oct 24
Category	Equity - Sectoral
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆☆
Risk	High
Expense Ratio	2.22
Sharpe Ratio	2.79
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 19	₹10,000
31 Oct 20	₹8,153
31 Oct 21	₹16,225
31 Oct 22	₹19,329
31 Oct 23	₹24,564
31 Oct 24	₹38,379

ICICI Prudential Infrastructure 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 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 22 Nov 24

Duration	Returns
1 Month	-7.2%
3 Month	-5.6%
6 Month	0.4%
1 Year	38.8%
3 Year	30.4%
5 Year	29.6%
10 Year
15 Year
Since launch	16.2%

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2014	56.2%

Fund Manager information for ICICI Prudential Infrastructure Fund

Name	Since	Tenure
Ihab Dalwai	3 Jun 17	7.42 Yr.
Sharmila D’mello	30 Jun 22	2.34 Yr.

Data below for ICICI Prudential Infrastructure Fund as on 31 Oct 24

Equity Sector Allocation

Sector	Value
Industrials	31.81%
Basic Materials	19.74%
Financial Services	19.22%
Utility	11.96%
Energy	5.54%
Consumer Cyclical	1.41%
Real Estate	1.27%
Communication Services	0.82%

Asset Allocation

Asset Class	Value
Cash	7.51%
Equity	91.77%
Debt	0.72%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Nov 09 \| LT	7%	₹441 Cr	1,199,683 ↑ 83,564
NTPC Ltd (Utilities) Equity, Since 29 Feb 16 \| 532555	5%	₹293 Cr	6,615,698 ↓ -2,550,000
JM Financial Ltd (Financial Services) Equity, Since 31 Oct 21 \| JMFINANCIL	4%	₹262 Cr	17,363,241 ↑ 1,000,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Dec 16 \| ICICIBANK	4%	₹253 Cr	1,990,000 ↓ -210,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 22 \| HDFCBANK	4%	₹241 Cr	1,390,000 ↓ -220,000
Kalpataru Projects International Ltd (Industrials) Equity, Since 30 Sep 06 \| KPIL	4%	₹233 Cr	1,702,912 ↓ -55,364
NCC Ltd (Industrials) Equity, Since 31 Aug 21 \| NCC	3%	₹184 Cr	6,100,157
Bajaj Finserv Ltd (Financial Services) Equity, Since 30 Jun 24 \| 532978	3%	₹179 Cr	905,683 ↓ -8,000
Shree Cement Ltd (Basic Materials) Equity, Since 30 Apr 24 \| 500387	3%	₹178 Cr	67,622
Nuvoco Vista Corp Ltd (Basic Materials) Equity, Since 28 Feb 23 \| 543334	3%	₹176 Cr	4,887,713

ઉચ્ચ જોખમવાળા રોકાણમાં SIP રૂટ લેવો એ શા માટે સ્માર્ટ ચોઇસ છે?

એક વ્યવસ્થિતરોકાણ યોજના (SIP) એ મ્યુચ્યુઅલ ફંડ્સમાં, ખાસ કરીને ઇક્વિટી ફંડ્સમાં રોકાણનું કાર્યક્ષમ મોડ છે. SIP પરવાનગી આપે છેરોકાણકાર સ્કીમમાં નિયમિતપણે નિશ્ચિત રકમનું રોકાણ કરવું. SIPનો એક મહત્વનો ફાયદો એ છે કે તે રૂપિયાની સરેરાશ કિંમતમાં મદદ કરે છે. જ્યારે તમે બજારની સ્થિતિને ધ્યાનમાં લીધા વિના, સમયાંતરે નિયમિતપણે રોકાણ કરો છો, ત્યારે જ્યારે બજાર ઓછું હોય ત્યારે તમને વધુ એકમો અને જ્યારે બજાર ઊંચું હોય ત્યારે ઓછા એકમો મળશે. આ તમારા મ્યુચ્યુઅલ ફંડ એકમોની ખરીદીની કિંમતને સરેરાશ બનાવે છે.

બીજો ફાયદો છેસંયોજન શક્તિ. જ્યારે તમે લાંબા સમય સુધી રોકાણ કરો છો ત્યારે તમારા પૈસા ચક્રવૃદ્ધિ થવા લાગે છે. સંચિત કોર્પસનું બજારમાં ફરીથી રોકાણ કરવામાં આવે છે અને તમે તમારા રોકાણ દ્વારા મેળવેલા વળતર પર વળતર મેળવો છો. આ એક વિશાળ ભંડોળ બનાવવામાં મદદ કરે છે જે તમને નિયમિત નાના રોકાણો સાથે તમારા લાંબા ગાળાના લક્ષ્યોને પ્રાપ્ત કરવામાં મદદ કરી શકે છે.

SIP ના કેટલાક અન્ય ફાયદાઓ છે:

ન્યૂનતમ રોકાણ INR 500 થી શરૂ થાય છે
લાંબા ગાળાની બચતની આદત બનાવે છે
લાંબા ગાળાના જોખમને ઘટાડે છે
લક્ષ્ય મુજબના રોકાણમાં મદદ કરે છે

હાઈ રિસ્ક મ્યુચ્યુઅલ ફંડમાં કેવી રીતે રોકાણ કરવું?

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Disclaimer:
અહીં આપેલી માહિતી સચોટ છે તેની ખાતરી કરવા માટેના તમામ પ્રયાસો કરવામાં આવ્યા છે. જો કે, ડેટાની શુદ્ધતા અંગે કોઈ ગેરંટી આપવામાં આવતી નથી. કોઈપણ રોકાણ કરતા પહેલા કૃપા કરીને સ્કીમ માહિતી દસ્તાવેજ સાથે ચકાસો.