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2022 में निवेश करने के लिए सर्वश्रेष्ठ विविध म्युचुअल फंड
विविध निधि, जिसे मल्टी कैप फंड के रूप में भी जाना जाता है, एक वर्ग हैइक्विटी फ़ंड. उच्च जोखिम लेने वाले निवेशक जो इक्विटी में एक्सपोजर लेना चाहते हैं, आमतौर पर इसका झुकाव होता हैनिवेश विविध निधियों में। जैसा कि, डायवर्सिफाइड फंड्स में निवेश होता हैमंडी कैप जैसे - लार्ज कैप, मिड कैप औरछोटी टोपी.
फंड मैनेजर के विचार के आधार पर मल्टी कैप, फ्लेक्सी कैप या डायवर्सिफाइड स्कीमों को अलग-अलग मार्केट कैपिटलाइज़ेशन में स्टॉक में निवेश करना चाहिए। प्रत्येक मार्केट कैप के लिए आवंटन योजना से योजना में भिन्न होता है। कुछ योजनाओं का एक निश्चित अनुपात होता है और कुछ इसे बाजार की स्थितियों के आधार पर गतिशील रूप से बदलते हैं।
इनम्यूचुअल फंड्स अपनानामूल्य निवेश रणनीति जहां वे उन कंपनियों के शेयरों को खरीदते हैं जो उनके पिछले प्रदर्शन की तुलना में अपेक्षाकृत कम हैं,पुस्तक मूल्य,आय, और अन्य मान पैरामीटर।
में निवेश करकेबेस्ट डायवर्सिफाइड इक्विटी फंड, निवेशक थोड़ा अधिक स्थिर रिटर्न अर्जित कर सकते हैं, हालांकि, वे अभी भी एक अशांत बाजार की स्थिति के दौरान इक्विटी की अस्थिरता से प्रभावित होंगे। डायवर्सिफाइड फंड उन निवेशकों के लिए अच्छे हैं जो इसमें निवेश करने के लिए ज्यादा जोखिम लेने को तैयार नहीं हैंछोटे स्टॉक, लेकिन फिर भी उभरते शेयरों से अतिरिक्त उच्च रिटर्न की एक किक चाहता है। व्यक्ति को कम से मध्यम होने की स्थिति में डायवर्सिफाइड इक्विटी फंड में निवेश करना चाहिएजोखिम प्रोफाइल.
एक अच्छे डायवर्सिफाइड इक्विटी फंड के चयन की प्रक्रिया को आसान बनाने के लिए, हमने कुछ पूर्व-चयनित शीर्ष और सर्वश्रेष्ठ डायवर्सिफाइड इक्विटी फंडों के साथ आवश्यक मानदंड सूचीबद्ध किए हैं - जिन्हें निवेशक अपनी निवेश यात्रा के दौरान ध्यान में रख सकते हैं।
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9 बेस्ट परफॉर्मिंग डायवर्सिफाइड फंड्स FY 22 - 23
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) Nippon India Multi Cap Fund Growth ₹258.88
↑ 0.12 ₹37,594 -13.6 -13 5.8 24.5 23.8 25.8 JM Multicap Fund Growth ₹88.515
↓ -0.31 ₹5,255 -17.5 -17.5 1.5 24.2 21.3 33.3 HDFC Equity Fund Growth ₹1,764.37
↓ -2.46 ₹65,967 -7.9 -6.3 9 23.8 24.6 23.5 Motilal Oswal Multicap 35 Fund Growth ₹54.5616
↓ -0.15 ₹11,855 -14.6 -8.5 15.4 22.7 16.2 45.7 ICICI Prudential Multicap Fund Growth ₹708.28
↑ 0.15 ₹13,850 -11 -12.6 4.7 20.9 21.2 20.7 Franklin India Equity Fund Growth ₹1,454.74
↓ -6.00 ₹17,203 -12.3 -11.2 3 18.7 21.8 21.8 Invesco India Multicap Fund Growth ₹116.3
↓ -0.40 ₹3,728 -16.2 -13.6 6.6 18.5 19.3 29.8 Parag Parikh Long Term Equity Fund Growth ₹77.1432
↑ 0.12 ₹89,703 -5.6 -1.8 10.6 18.3 24.5 23.9 Baroda Pioneer Multi Cap Fund Growth ₹253.985
↓ -0.63 ₹2,650 -16.1 -12.4 5.3 17.5 21.3 31.7 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Mar 25 मल्टीकैप एयूएम/नेट एसेट्स वाले म्युचुअल फंड >500 करोड़, पर क्रमबद्ध3 सालसीएजीआर रिटर्न.
(Erstwhile Reliance Equity Opportunities Fund) The primary investment objective of the scheme is to seek to generate capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity securities & equity related securities and the secondary objective is to generate consistent returns by investing in debt and money market securities. Nippon India Multi Cap Fund is a Equity - Multi Cap fund was launched on 28 Mar 05. It is a fund with Moderately High risk and has given a Below is the key information for Nippon India Multi Cap Fund Returns up to 1 year are on (Erstwhile JM Multi Strategy Fund) The investment objective of the Scheme is to provide capital appreciation by investing in equity and equity related securities using a combination of strategies. JM Multicap Fund is a Equity - Multi Cap fund was launched on 23 Sep 08. It is a fund with Moderately High risk and has given a Below is the key information for JM Multicap Fund Returns up to 1 year are on Aims at providing capital appreciation through investments predominantly in equity oriented securities HDFC Equity Fund is a Equity - Multi Cap fund was launched on 1 Jan 95. It is a fund with Moderately High risk and has given a Below is the key information for HDFC Equity Fund Returns up to 1 year are on (Erstwhile Motilal Oswal MOSt Focused Multicap 35 Fund) The investment objective of the Scheme is to achieve long term capital appreciation by primarily investing in a maximum of 35 equity & equity related instruments across sectors and market-capitalization levels.However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved. Motilal Oswal Multicap 35 Fund is a Equity - Multi Cap fund was launched on 28 Apr 14. It is a fund with Moderately High risk and has given a Below is the key information for Motilal Oswal Multicap 35 Fund Returns up to 1 year are on To generate capital appreciation through investments in equity and equity related securities in core sectors and associated feeder industries. ICICI Prudential Multicap Fund is a Equity - Multi Cap fund was launched on 1 Oct 94. It is a fund with Moderately High risk and has given a Below is the key information for ICICI Prudential Multicap Fund Returns up to 1 year are on (Erstwhile Franklin India Prima Plus) The investment objective of Prima Plus is to provide growth of capital plus regular dividend through a diversified portfolio of equities, fixed income securities and money market instruments. Franklin India Equity Fund is a Equity - Multi Cap fund was launched on 29 Sep 94. It is a fund with Moderately High risk and has given a Below is the key information for Franklin India Equity Fund Returns up to 1 year are on (Erstwhile Invesco India Mid N Small Cap Fund) The investment objective of the Scheme is to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of mid and small cap companies. Invesco India Multicap Fund is a Equity - Multi Cap fund was launched on 17 Mar 08. It is a fund with Moderately High risk and has given a Below is the key information for Invesco India Multicap Fund Returns up to 1 year are on (Erstwhile Parag Parikh Long Term Value Fund) The investment objective of the scheme is to seek to generate long-term capital growth from an actively managed portfolio primarily of equity and equity related securities. Parag Parikh Long Term Equity Fund is a Equity - Multi Cap fund was launched on 24 May 13. It is a fund with Moderately High risk and has given a Below is the key information for Parag Parikh Long Term Equity Fund Returns up to 1 year are on (Erstwhile Baroda Pioneer Growth Fund) To generate long term capital appreciation from an actively managed portfolio of equity & equity related instruments. Baroda Pioneer Multi Cap Fund is a Equity - Multi Cap fund was launched on 12 Sep 03. It is a fund with Moderately High risk and has given a Below is the key information for Baroda Pioneer Multi Cap Fund Returns up to 1 year are on 1. Nippon India Multi Cap Fund
CAGR/Annualized return of 17.7% since its launch. Ranked 63 in Multi Cap category. Return for 2024 was 25.8% , 2023 was 38.1% and 2022 was 14.1% . Nippon India Multi Cap Fund
Growth Launch Date 28 Mar 05 NAV (07 Mar 25) ₹258.88 ↑ 0.12 (0.05 %) Net Assets (Cr) ₹37,594 on 31 Jan 25 Category Equity - Multi Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 1.68 Sharpe Ratio 0.6 Information Ratio 1.22 Alpha Ratio 5.08 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 29 Feb 20 ₹10,000 28 Feb 21 ₹12,217 28 Feb 22 ₹15,173 28 Feb 23 ₹17,487 29 Feb 24 ₹25,924 28 Feb 25 ₹27,069 Returns for Nippon India Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Mar 25 Duration Returns 1 Month -4.8% 3 Month -13.6% 6 Month -13% 1 Year 5.8% 3 Year 24.5% 5 Year 23.8% 10 Year 15 Year Since launch 17.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 25.8% 2023 38.1% 2022 14.1% 2021 48.9% 2020 0% 2019 2.2% 2018 -2.2% 2017 40.9% 2016 -6.7% 2015 0.5% Fund Manager information for Nippon India Multi Cap Fund
Name Since Tenure Sailesh Raj Bhan 31 Mar 05 19.93 Yr. Ashutosh Bhargava 1 Sep 21 3.5 Yr. Kinjal Desai 25 May 18 6.77 Yr. Data below for Nippon India Multi Cap Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 30.16% Consumer Cyclical 18.15% Industrials 17.72% Health Care 7.01% Technology 6.03% Utility 5.61% Basic Materials 5.17% Energy 3.15% Consumer Defensive 2.39% Communication Services 1.82% Real Estate 0.2% Asset Allocation
Asset Class Value Cash 2.58% Equity 97.42% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK6% ₹2,259 Cr 13,300,448 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK4% ₹1,501 Cr 11,981,360 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 15 | 5322154% ₹1,390 Cr 14,099,895
↑ 3,599,774 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE3% ₹1,185 Cr 9,368,975
↑ 368,975 GE Vernova T&D India Ltd (Industrials)
Equity, Since 31 May 12 | 5222753% ₹1,157 Cr 6,471,917
↑ 130,000 Infosys Ltd (Technology)
Equity, Since 30 Apr 09 | INFY3% ₹1,090 Cr 5,800,504
↓ -500,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 May 22 | 5000343% ₹1,080 Cr 1,369,397 Linde India Ltd (Basic Materials)
Equity, Since 31 May 13 | 5234573% ₹956 Cr 1,524,539 NTPC Ltd (Utilities)
Equity, Since 30 Jun 23 | 5325552% ₹933 Cr 28,791,467
↑ 5,791,467 EIH Ltd (Consumer Cyclical)
Equity, Since 31 Jul 14 | 5008402% ₹907 Cr 24,478,983
↓ -693,671 2. JM Multicap Fund
CAGR/Annualized return of 14.2% since its launch. Ranked 16 in Multi Cap category. Return for 2024 was 33.3% , 2023 was 40% and 2022 was 7.8% . JM Multicap Fund
Growth Launch Date 23 Sep 08 NAV (07 Mar 25) ₹88.515 ↓ -0.31 (-0.35 %) Net Assets (Cr) ₹5,255 on 31 Jan 25 Category Equity - Multi Cap AMC JM Financial Asset Management Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.17 Sharpe Ratio 0.67 Information Ratio 1.42 Alpha Ratio 7.28 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-60 Days (1%),60 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹12,336 28 Feb 22 ₹14,716 28 Feb 23 ₹15,934 29 Feb 24 ₹25,188 28 Feb 25 ₹25,537 Returns for JM Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Mar 25 Duration Returns 1 Month -9.3% 3 Month -17.5% 6 Month -17.5% 1 Year 1.5% 3 Year 24.2% 5 Year 21.3% 10 Year 15 Year Since launch 14.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 33.3% 2023 40% 2022 7.8% 2021 32.9% 2020 11.4% 2019 16.6% 2018 -5.4% 2017 39.5% 2016 10.5% 2015 -2.8% Fund Manager information for JM Multicap Fund
Name Since Tenure Satish Ramanathan 20 Aug 21 3.53 Yr. Asit Bhandarkar 1 Oct 24 0.41 Yr. Chaitanya Choksi 31 Dec 21 3.17 Yr. Ruchi Fozdar 4 Oct 24 0.41 Yr. Data below for JM Multicap Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 27.15% Consumer Cyclical 17.58% Health Care 12.66% Industrials 10.89% Technology 10.54% Basic Materials 7.96% Consumer Defensive 5.24% Utility 2.9% Communication Services 2.57% Asset Allocation
Asset Class Value Cash 1.39% Equity 98.61% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | HDFCBANK6% ₹322 Cr 1,895,500
↑ 150,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | ICICIBANK5% ₹260 Cr 2,075,800
↑ 350,000 Infosys Ltd (Technology)
Equity, Since 30 Nov 20 | INFY5% ₹249 Cr 1,322,750 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN4% ₹209 Cr 2,700,000
↑ 175,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | MARUTI3% ₹182 Cr 147,679
↑ 147,679 Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 24 | DRREDDY3% ₹161 Cr 1,320,801 Biocon Ltd (Healthcare)
Equity, Since 29 Feb 24 | BIOCON3% ₹160 Cr 4,420,318
↑ 400,000 Tech Mahindra Ltd (Technology)
Equity, Since 31 Jul 24 | 5327553% ₹154 Cr 919,300
↑ 50,000 Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | 5329773% ₹149 Cr 168,165
↑ 80,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL3% ₹135 Cr 830,000
↓ -170,000 3. HDFC Equity Fund
CAGR/Annualized return of 18.7% since its launch. Ranked 34 in Multi Cap category. Return for 2024 was 23.5% , 2023 was 30.6% and 2022 was 18.3% . HDFC Equity Fund
Growth Launch Date 1 Jan 95 NAV (07 Mar 25) ₹1,764.37 ↓ -2.46 (-0.14 %) Net Assets (Cr) ₹65,967 on 31 Jan 25 Category Equity - Multi Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.56 Sharpe Ratio 1.03 Information Ratio 2.14 Alpha Ratio 7.41 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 29 Feb 20 ₹10,000 28 Feb 21 ₹13,350 28 Feb 22 ₹15,965 28 Feb 23 ₹18,358 29 Feb 24 ₹26,134 28 Feb 25 ₹28,569 Returns for HDFC Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Mar 25 Duration Returns 1 Month -3.9% 3 Month -7.9% 6 Month -6.3% 1 Year 9% 3 Year 23.8% 5 Year 24.6% 10 Year 15 Year Since launch 18.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 23.5% 2023 30.6% 2022 18.3% 2021 36.2% 2020 6.4% 2019 6.8% 2018 -3.5% 2017 36.9% 2016 7.3% 2015 -5.1% Fund Manager information for HDFC Equity Fund
Name Since Tenure Roshi Jain 29 Jul 22 2.59 Yr. Dhruv Muchhal 22 Jun 23 1.69 Yr. Data below for HDFC Equity Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 38.64% Consumer Cyclical 15.43% Health Care 10.33% Technology 5.99% Industrials 4.87% Basic Materials 4.67% Communication Services 4.33% Real Estate 2.97% Consumer Defensive 1.33% Utility 1.14% Energy 0.19% Asset Allocation
Asset Class Value Cash 8.54% Equity 89.9% Debt 1.56% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK9% ₹6,201 Cr 49,500,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | HDFCBANK9% ₹6,116 Cr 36,000,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 17 | 5322158% ₹5,522 Cr 56,000,000
↑ 5,507,213 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 23 | KOTAKBANK5% ₹3,137 Cr 16,500,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | MARUTI5% ₹3,078 Cr 2,500,000 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Mar 21 | SBILIFE4% ₹2,893 Cr 19,500,000
↑ 131,918 Cipla Ltd (Healthcare)
Equity, Since 30 Sep 12 | 5000874% ₹2,840 Cr 19,200,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 20 | BHARTIARTL4% ₹2,635 Cr 16,200,000
↓ -152,700 HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH3% ₹2,071 Cr 12,000,000
↓ -700,000 Piramal Pharma Ltd (Healthcare)
Equity, Since 31 Dec 23 | 5436353% ₹1,761 Cr 75,597,677
↑ 3,181,988 4. Motilal Oswal Multicap 35 Fund
CAGR/Annualized return of 16.9% since its launch. Ranked 5 in Multi Cap category. Return for 2024 was 45.7% , 2023 was 31% and 2022 was -3% . Motilal Oswal Multicap 35 Fund
Growth Launch Date 28 Apr 14 NAV (07 Mar 25) ₹54.5616 ↓ -0.15 (-0.28 %) Net Assets (Cr) ₹11,855 on 31 Jan 25 Category Equity - Multi Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 0.94 Sharpe Ratio 0.9 Information Ratio 0.49 Alpha Ratio 13.01 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 29 Feb 20 ₹10,000 28 Feb 21 ₹11,931 28 Feb 22 ₹12,199 28 Feb 23 ₹12,226 29 Feb 24 ₹18,009 28 Feb 25 ₹20,280 Returns for Motilal Oswal Multicap 35 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Mar 25 Duration Returns 1 Month -4.9% 3 Month -14.6% 6 Month -8.5% 1 Year 15.4% 3 Year 22.7% 5 Year 16.2% 10 Year 15 Year Since launch 16.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 45.7% 2023 31% 2022 -3% 2021 15.3% 2020 10.3% 2019 7.9% 2018 -7.8% 2017 43.1% 2016 8.5% 2015 14.6% Fund Manager information for Motilal Oswal Multicap 35 Fund
Name Since Tenure Ajay Khandelwal 1 Oct 24 0.41 Yr. Niket Shah 1 Jul 22 2.67 Yr. Santosh Singh 1 Aug 23 1.58 Yr. Rakesh Shetty 22 Nov 22 2.27 Yr. Atul Mehra 1 Oct 24 0.41 Yr. Sunil Sawant 1 Jul 24 0.67 Yr. Data below for Motilal Oswal Multicap 35 Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Consumer Cyclical 22.53% Technology 21.94% Industrials 18.17% Financial Services 9.9% Communication Services 9.17% Health Care 1.79% Asset Allocation
Asset Class Value Cash 20.96% Equity 79.04% Top Securities Holdings / Portfolio
Name Holding Value Quantity Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE9% ₹1,126 Cr 1,362,525
↓ -77,475 Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 23 | PERSISTENT9% ₹1,084 Cr 1,796,350
↓ -203,650 Polycab India Ltd (Industrials)
Equity, Since 31 Jan 24 | POLYCAB9% ₹1,079 Cr 1,786,833
↓ -13,167 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 23 | 5002519% ₹1,056 Cr 1,835,546
↑ 10,546 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | KALYANKJIL7% ₹868 Cr 17,250,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | M&M6% ₹747 Cr 2,500,000
↓ -750,000 Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Apr 24 | 8901575% ₹600 Cr 5,000,000 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | CHOLAFIN5% ₹579 Cr 4,500,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIARTL4% ₹488 Cr 3,000,000 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 31 Jan 25 | 5000933% ₹413 Cr 6,500,000
↑ 6,500,000 5. ICICI Prudential Multicap Fund
CAGR/Annualized return of 15% since its launch. Ranked 49 in Multi Cap category. Return for 2024 was 20.7% , 2023 was 35.4% and 2022 was 4.7% . ICICI Prudential Multicap Fund
Growth Launch Date 1 Oct 94 NAV (07 Mar 25) ₹708.28 ↑ 0.15 (0.02 %) Net Assets (Cr) ₹13,850 on 31 Jan 25 Category Equity - Multi Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.95 Sharpe Ratio 0.6 Information Ratio 0.66 Alpha Ratio 4.5 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-18 Months (1%),18 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹13,055 28 Feb 22 ₹15,290 28 Feb 23 ₹16,409 29 Feb 24 ₹24,105 28 Feb 25 ₹24,800 Returns for ICICI Prudential Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Mar 25 Duration Returns 1 Month -5.4% 3 Month -11% 6 Month -12.6% 1 Year 4.7% 3 Year 20.9% 5 Year 21.2% 10 Year 15 Year Since launch 15% Historical performance (Yearly) on absolute basis
Year Returns 2024 20.7% 2023 35.4% 2022 4.7% 2021 36.4% 2020 9.2% 2019 6% 2018 0.2% 2017 28% 2016 10.1% 2015 3.1% Fund Manager information for ICICI Prudential Multicap Fund
Name Since Tenure Sankaran Naren 1 Jul 22 2.67 Yr. Anand Sharma 1 Jul 22 2.67 Yr. Sharmila D’mello 31 Jul 22 2.59 Yr. Data below for ICICI Prudential Multicap Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 26.72% Basic Materials 12.85% Industrials 12.35% Consumer Cyclical 10.76% Consumer Defensive 6.98% Energy 5.9% Communication Services 5.35% Health Care 5.26% Technology 4.56% Utility 2.39% Real Estate 1.09% Asset Allocation
Asset Class Value Cash 5.81% Equity 94.19% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK5% ₹752 Cr 6,001,508 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | HDFCBANK4% ₹566 Cr 3,330,828
↑ 250,964 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE3% ₹457 Cr 3,615,337
↓ -500,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | 5322153% ₹414 Cr 4,201,052
↑ 276,179 Infosys Ltd (Technology)
Equity, Since 31 Oct 18 | INFY3% ₹369 Cr 1,963,452
↑ 300,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | BHARTIARTL2% ₹275 Cr 1,691,248 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 19 | LT2% ₹252 Cr 706,010
↑ 58,807 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 22 | MARUTI2% ₹251 Cr 204,282
↓ -30,000 State Bank of India (Financial Services)
Equity, Since 30 Sep 24 | SBIN2% ₹240 Cr 3,110,277 Adani Wilmar Ltd (Consumer Defensive)
Equity, Since 31 Jan 25 | 5434582% ₹240 Cr 9,000,000
↑ 9,000,000 6. Franklin India Equity Fund
CAGR/Annualized return of 17.8% since its launch. Ranked 50 in Multi Cap category. Return for 2024 was 21.8% , 2023 was 30.8% and 2022 was 5.3% . Franklin India Equity Fund
Growth Launch Date 29 Sep 94 NAV (07 Mar 25) ₹1,454.74 ↓ -6.00 (-0.41 %) Net Assets (Cr) ₹17,203 on 31 Jan 25 Category Equity - Multi Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio 0.5 Information Ratio 0.65 Alpha Ratio 2.74 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 29 Feb 20 ₹10,000 28 Feb 21 ₹13,850 28 Feb 22 ₹16,698 28 Feb 23 ₹17,327 29 Feb 24 ₹24,960 28 Feb 25 ₹25,727 Returns for Franklin India Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Mar 25 Duration Returns 1 Month -5.6% 3 Month -12.3% 6 Month -11.2% 1 Year 3% 3 Year 18.7% 5 Year 21.8% 10 Year 15 Year Since launch 17.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 21.8% 2023 30.8% 2022 5.3% 2021 40.3% 2020 16% 2019 3.3% 2018 -4.4% 2017 30.6% 2016 5% 2015 4.4% Fund Manager information for Franklin India Equity Fund
Name Since Tenure R. Janakiraman 1 Feb 11 14.09 Yr. Sandeep Manam 18 Oct 21 3.37 Yr. Rajasa Kakulavarapu 1 Dec 23 1.25 Yr. Data below for Franklin India Equity Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 28.3% Industrials 12.46% Consumer Cyclical 11.82% Technology 10.25% Health Care 7.12% Communication Services 6.22% Consumer Defensive 5.53% Basic Materials 4.6% Utility 3.95% Energy 2.93% Real Estate 2.22% Asset Allocation
Asset Class Value Cash 3.62% Equity 96.38% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK8% ₹1,433 Cr 8,434,642 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK8% ₹1,367 Cr 10,908,206 Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | BHARTIARTL5% ₹904 Cr 5,558,607 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY5% ₹870 Cr 4,627,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | LT4% ₹760 Cr 2,131,779 HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 13 | HCLTECH4% ₹613 Cr 3,555,589 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 5322153% ₹524 Cr 5,311,448 United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Aug 19 | UNITDSPR3% ₹513 Cr 3,600,000 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE2% ₹428 Cr 3,384,026 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | 5433202% ₹424 Cr 19,250,000
↑ 2,250,000 7. Invesco India Multicap Fund
CAGR/Annualized return of 15.6% since its launch. Ranked 37 in Multi Cap category. Return for 2024 was 29.8% , 2023 was 31.8% and 2022 was -2.2% . Invesco India Multicap Fund
Growth Launch Date 17 Mar 08 NAV (07 Mar 25) ₹116.3 ↓ -0.40 (-0.34 %) Net Assets (Cr) ₹3,728 on 31 Jan 25 Category Equity - Multi Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.95 Sharpe Ratio 0.66 Information Ratio 0.02 Alpha Ratio 6.39 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 29 Feb 20 ₹10,000 28 Feb 21 ₹12,638 28 Feb 22 ₹14,957 28 Feb 23 ₹15,479 29 Feb 24 ₹21,890 28 Feb 25 ₹22,703 Returns for Invesco India Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Mar 25 Duration Returns 1 Month -7.6% 3 Month -16.1% 6 Month -13.6% 1 Year 6.6% 3 Year 18.5% 5 Year 19.3% 10 Year 15 Year Since launch 15.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 29.8% 2023 31.8% 2022 -2.2% 2021 40.7% 2020 18.8% 2019 4.6% 2018 -12.5% 2017 46.2% 2016 0.7% 2015 6.7% Fund Manager information for Invesco India Multicap Fund
Name Since Tenure Amit Nigam 3 Sep 20 4.49 Yr. Dhimant Kothari 1 Dec 23 1.25 Yr. Data below for Invesco India Multicap Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 17.59% Industrials 16.09% Technology 14.25% Consumer Cyclical 13.88% Health Care 12.43% Basic Materials 8.77% Consumer Defensive 6.67% Real Estate 3.17% Utility 2.58% Communication Services 2.25% Asset Allocation
Asset Class Value Cash 2.33% Equity 97.67% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 30 Jun 24 | INFY6% ₹210 Cr 1,117,999
↓ -188,824 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK4% ₹154 Cr 1,231,144
↓ -293,630 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | 5002513% ₹120 Cr 209,077
↑ 42,453 Hitachi Energy India Ltd Ordinary Shares (Technology)
Equity, Since 31 Aug 24 | POWERINDIA3% ₹110 Cr 85,290
↑ 17,575 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 25 | HDFCBANK2% ₹92 Cr 540,399
↑ 540,399 Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Apr 24 | 8901572% ₹84 Cr 700,390
↑ 27,521 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Apr 21 | CHOLAFIN2% ₹83 Cr 644,407 Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 30 Jun 24 | 5008002% ₹79 Cr 772,652 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Sep 24 | VBL2% ₹74 Cr 1,379,496
↑ 163,114 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 May 23 | MCX2% ₹65 Cr 113,063
↓ -2,196 8. Parag Parikh Long Term Equity Fund
CAGR/Annualized return of 18.9% since its launch. Ranked 34 in Multi Cap category. Return for 2024 was 23.9% , 2023 was 36.6% and 2022 was -7.2% . Parag Parikh Long Term Equity Fund
Growth Launch Date 24 May 13 NAV (06 Mar 25) ₹77.1432 ↑ 0.12 (0.16 %) Net Assets (Cr) ₹89,703 on 31 Jan 25 Category Equity - Multi Cap AMC PPFAS Asset Management Pvt. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.4 Sharpe Ratio 1.59 Information Ratio 0.5 Alpha Ratio 10.31 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (2%),365-730 Days (1%),730 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹14,117 28 Feb 22 ₹18,140 28 Feb 23 ₹18,557 29 Feb 24 ₹26,494 28 Feb 25 ₹29,368 Returns for Parag Parikh Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Mar 25 Duration Returns 1 Month -4.5% 3 Month -5.6% 6 Month -1.8% 1 Year 10.6% 3 Year 18.3% 5 Year 24.5% 10 Year 15 Year Since launch 18.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 23.9% 2023 36.6% 2022 -7.2% 2021 45.5% 2020 32.3% 2019 14.4% 2018 -0.4% 2017 29.4% 2016 3.3% 2015 8.9% Fund Manager information for Parag Parikh Long Term Equity Fund
Name Since Tenure Raj Mehta 27 Jan 16 9.1 Yr. Rajeev Thakkar 24 May 13 11.78 Yr. Raunak Onkar 24 May 13 11.78 Yr. Rukun Tarachandani 16 May 22 2.79 Yr. Mansi Kariya 22 Dec 23 1.19 Yr. Data below for Parag Parikh Long Term Equity Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 30.2% Consumer Cyclical 12% Technology 8.49% Communication Services 7.68% Energy 7.01% Utility 6.25% Consumer Defensive 4.94% Health Care 3.67% Basic Materials 0.24% Industrials 0.07% Real Estate 0.01% Asset Allocation
Asset Class Value Cash 20.27% Equity 79.13% Debt 0.59% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK8% ₹7,273 Cr 42,813,069
↑ 3,128,960 Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | BAJAJHLDNG7% ₹6,149 Cr 5,318,918 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Sep 21 | 5328986% ₹5,598 Cr 185,577,147 Coal India Ltd (Energy)
Equity, Since 31 May 22 | COALINDIA6% ₹5,516 Cr 139,335,199
↑ 8,129,384 ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 20 | ITC5% ₹4,430 Cr 98,994,120 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 14 | ICICIBANK5% ₹4,383 Cr 34,986,740
↑ 1,293,681 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | KOTAKBANK4% ₹3,756 Cr 19,753,232
↑ 3,036,681 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 22 | MARUTI4% ₹3,715 Cr 3,018,078
↓ -25,000 Meta Platforms Inc Class A (Communication Services)
Equity, Since 31 Jul 17 | META4% ₹3,528 Cr 591,056 Alphabet Inc Class A (Communication Services)
Equity, Since 31 May 21 | GOOGL4% ₹3,325 Cr 1,881,947
↑ 590 9. Baroda Pioneer Multi Cap Fund
CAGR/Annualized return of 16.2% since its launch. Ranked 37 in Multi Cap category. Return for 2024 was 31.7% , 2023 was 30.8% and 2022 was -3% . Baroda Pioneer Multi Cap Fund
Growth Launch Date 12 Sep 03 NAV (07 Mar 25) ₹253.985 ↓ -0.63 (-0.25 %) Net Assets (Cr) ₹2,650 on 31 Jan 25 Category Equity - Multi Cap AMC Baroda Pioneer Asset Management Co. Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 2.09 Sharpe Ratio 0.77 Information Ratio 0.05 Alpha Ratio 7.28 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 29 Feb 20 ₹10,000 28 Feb 21 ₹13,230 28 Feb 22 ₹16,706 28 Feb 23 ₹17,174 29 Feb 24 ₹24,360 28 Feb 25 ₹25,057 Returns for Baroda Pioneer Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Mar 25 Duration Returns 1 Month -7.8% 3 Month -16.1% 6 Month -12.4% 1 Year 5.3% 3 Year 17.5% 5 Year 21.3% 10 Year 15 Year Since launch 16.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 31.7% 2023 30.8% 2022 -3% 2021 47.9% 2020 19.5% 2019 8.9% 2018 -11.9% 2017 36.8% 2016 2.3% 2015 -1.6% Fund Manager information for Baroda Pioneer Multi Cap Fund
Name Since Tenure Sanjay Chawla 1 Nov 15 9.34 Yr. Sandeep Jain 14 Mar 22 2.97 Yr. Data below for Baroda Pioneer Multi Cap Fund as on 31 Jan 25
Equity Sector Allocation
Sector Value Financial Services 23.45% Technology 13.5% Health Care 13.23% Industrials 12.3% Consumer Cyclical 10.68% Consumer Defensive 9.03% Basic Materials 5.17% Energy 3.58% Utility 2% Communication Services 1.84% Real Estate 1.42% Asset Allocation
Asset Class Value Cash 2.92% Equity 97.08% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK4% ₹100 Cr 799,815 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE4% ₹95 Cr 750,000
↑ 125,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | HDFCBANK3% ₹85 Cr 499,736 Infosys Ltd (Technology)
Equity, Since 29 Feb 24 | INFY2% ₹60 Cr 320,000 Sagility India Ltd (Healthcare)
Equity, Since 30 Nov 24 | SAGILITY2% ₹60 Cr 12,031,677 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Nov 20 | SUNPHARMA2% ₹59 Cr 340,000 Navin Fluorine International Ltd (Basic Materials)
Equity, Since 30 Jun 24 | NAVINFLUOR2% ₹58 Cr 140,000
↑ 30,000 Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Jun 24 | DIVISLAB2% ₹56 Cr 100,000 Mrs Bectors Food Specialities Ltd Ordinary Shares (Consumer Defensive)
Equity, Since 30 Apr 23 | BECTORFOOD2% ₹56 Cr 379,226 Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 30 Sep 20 | RADICO2% ₹54 Cr 249,003
↑ 42,000
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बेस्ट डायवर्सिफाइड म्यूचुअल फंड चुनने के लिए स्मार्ट टिप्स
एक आदर्श डायवर्सिफाइड फंड को नीचे दिए गए मापदंडों से गुजरना चाहिए:
1. एक ही श्रेणी के भीतर विविध निधियों में रिटर्न की तुलना करें
बेंचमार्किंग के सबसे बुनियादी रूपों में से एक में समान श्रेणी के भीतर एक फंड की तुलना करना शामिल है। ए का मूल्यांकन करते समयलार्ज कैप फंड, आपको इसके रिटर्न की तुलना अन्य मैचिंग लार्ज कैप डायवर्सिफाइड इक्विटी फंड्स से करनी चाहिए। मिड-कैप डायवर्सिफाइड इक्विटी फंड के साथ इसकी तुलना करने से सटीक परिणाम नहीं मिलेगा क्योंकि लार्ज कैप और दोनों के बीच जोखिम और इनाम का संबंध है।मिड कैप फंड तुलनीय नहीं हैं। डायवर्सिफाइड फंड, जैसा कि मार्केट कैप में निवेश किया जाता है और इसलिए किसी को उनकी तुलना समान जनादेश वाले फंडों से करनी चाहिए।
अतिरिक्तफ़ैक्टर डायवर्सिफाइड फंड का मूल्यांकन करने की समय सीमा होती है। चूंकि इक्विटी लंबी अवधि (5 साल से ऊपर) में रिटर्न देने के लिए सुसज्जित हैं, इसलिए डायवर्सिफाइड फंड में लंबी अवधि के लिए निवेश किया जाना चाहिए। लंबी अवधि में डायवर्सिफाइड फंड का मूल्यांकन करने से आपको बूम-एंड-बस्ट चक्र के दौरान इसके प्रदर्शन का आकलन करने में मदद मिलेगी। निवेशक विभिन्न बाजार चरणों के दौरान श्रेणी औसत के साथ-साथ अपने प्रदर्शन की समीक्षा करके एक विविध फंड के रिटर्न की स्थिरता का विश्लेषण कर सकते हैं। यह कहने के बाद, सही सहकर्मी समूह की स्थापना करना महत्वपूर्ण है, इससे यह बनता हैआधार रिटर्न, अस्थिरता की तुलना के लिए और इस प्रकार अंतिम फंड चयन में मदद करता है।
2. बेंचमार्क इंडेक्स के खिलाफ डायवर्सिफाइड फंड रिटर्न की जांच करें
हर डायवर्सिफाइड फंड के लिए अपने ऑफर डॉक्यूमेंट में बेंचमार्क इंडेक्स का उल्लेख करना अनिवार्य है। यह बेंचमार्क इंडेक्स इस बात का संकेतक है कि डायवर्सिफाइड फंड ने अच्छा प्रदर्शन किया है या नहीं। डायवर्सिफाइड फंड के प्रदर्शन का मूल्यांकन करते समय, निवेशकों को 3 साल, 5 साल या 10 साल के लंबे समय के चक्रों को भी ध्यान में रखना चाहिए। वे फंड जो अपने बेंचमार्क इंडेक्स से लगातार बेहतर प्रदर्शन करते हैं, उन्हें निवेश के लिए विचार किया जाना चाहिए।
3. फंड की संगति को तौलें
बेंचमार्क इंडेक्स मूल्यांकन के अलावा, निवेशकों को फंड के ऐतिहासिक प्रदर्शन का भी मूल्यांकन करना चाहिए। लंबी अवधि में, कई डायवर्सिफाइड फंड बाजार में गिरावट के दौरान और अपने बेंचमार्क इंडेक्स और कैटेगरी एवरेज से भी नीचे गिर जाते हैं। केवल कुछ ही बाजार की सभी स्थितियों में अपने प्रदर्शन को बनाए रखने के लिए प्रवृत्त होते हैं। एक ऐसा फंड चुनना जो उतार-चढ़ाव में अच्छा प्रदर्शन करता हो, महत्वपूर्ण है, अन्यथा आपके पास एक ऐसा फंड होगा जो अच्छा प्रदर्शन कर सकता है, लेकिन बाद में केवल यह देखने के लिए कि मंदी में सभी रिटर्न खत्म हो जाते हैं। इस प्रकार, एकइन्वेस्टर यह सुनिश्चित करना चाहिए कि वे अपने पोर्टफोलियो में सबसे लगातार प्रदर्शन करने वालों को शामिल करें।
4. फंड में जोखिमों से अवगत रहें
निवेश करने से पहले, किसी को डायवर्सिफाइड फंड का रिस्क-रिटर्न विश्लेषण करना चाहिए। ऐसा करने के लिए, किसी को कुछ महत्वपूर्ण अनुपातों को देखना चाहिए, जैसे:
ए। अल्फा
अल्फा जोखिम-समायोजित आधार पर डायवर्सिफाइड फंड के प्रदर्शन का एक पैमाना है। यह मापता है कि जोखिम समायोजित आधार पर फंड या स्टॉक ने सामान्य बाजार में कितना प्रदर्शन किया है। 1 के सकारात्मक अल्फा का मतलब है कि फंड ने अपने बेंचमार्क इंडेक्स को 1% से बेहतर प्रदर्शन किया है, जबकि -1 का नकारात्मक अल्फा यह दर्शाता है कि फंड ने अपने बाजार बेंचमार्क की तुलना में 1% कम रिटर्न दिया है। इसलिए, मूल रूप से, एक निवेशक की रणनीति सकारात्मक अल्फा के साथ प्रतिभूतियां या म्यूचुअल फंड खरीदने की होनी चाहिए।
बी। बीटा
बीटा अपने बेंचमार्क इंडेक्स की तुलना में डायवर्सिफाइड फंड की अस्थिरता को मापता है। बीटा को सकारात्मक या नकारात्मक अंकों में दर्शाया गया है। 1 का बीटा दर्शाता है कि स्टॉक की कीमत या म्यूचुअल फंडनहीं हैं बाजार के अनुरूप चलता है। 1 से अधिक का बीटा इंगित करता है कि स्टॉक बाजार की तुलना में जोखिम भरा है, और 1 से कम के बीटा का मतलब है कि स्टॉक बाजार की तुलना में कम जोखिम भरा है। इसलिए, गिरते बाजार में निचला बीटा बेहतर है। बढ़ते बाजार में, हाई-बीटा बेहतर है।
सी। मानक विचलन (एसडी)
एसडी एक सांख्यिकीय उपाय है जो किसी फंड में अस्थिरता या जोखिम का प्रतिनिधित्व करता है। एसडी जितना अधिक होगा, रिटर्न में उतार-चढ़ाव उतना ही अधिक होगा। आदर्श रूप से, निवेशक कम वाले फंड की तलाश करते हैंमानक विचलन.
डी। शार्प अनुपात (एसआर)
शार्प भाग लिए गए जोखिम के संबंध में रिटर्न (नकारात्मक और सकारात्मक दोनों) को मापता है। यहां जोखिम को मानक विचलन द्वारा परिभाषित किया गया है। ज्यादा शार्प रेशियो का मतलब है ज्यादा जोखिम के बिना ज्यादा रिटर्न। इस प्रकार, निवेश करते समय, निवेशकों को एक विविध फंड चुनना चाहिए जो उच्च शार्प अनुपात दिखाता है। फिर से, एक निवेशक के लिए यह सलाह दी जाती है कि एक विविध फंड के एसडी और एसआर का ऐतिहासिक आधार पर मूल्यांकन करें ताकि सबसे सुसंगत प्रदर्शन करने वालों का चयन किया जा सके।
यहां प्रदान की गई जानकारी सटीक है, यह सुनिश्चित करने के लिए सभी प्रयास किए गए हैं। हालांकि, डेटा की शुद्धता के संबंध में कोई गारंटी नहीं दी जाती है। कृपया कोई भी निवेश करने से पहले योजना सूचना दस्तावेज के साथ सत्यापित करें।
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