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बीएसई सेंसेक्स में वर्षों से वृद्धि
लंबी अवधि के लिए इक्विटी अच्छे क्यों हैं?
जब भी हम इक्विटी निवेश के बारे में सुनते हैं, तो सबसे पहले हम यही सुनते हैं कि लंबी अवधि के निवेश के लिए इक्विटी अच्छे हैं। हालांकि, विभिन्न लोग इक्विटी निवेश के संबंध में नकारात्मक विचार रखते हैं। तो, आइए समझते हैं कि लंबी अवधि के लिए इक्विटी एक अच्छा निवेश क्यों और कैसे है, इक्विटी निवेश के पीछे के मिथक, और मापदंडों की जाँच करते समय जाँच की जानी चाहिएनिवेश इक्विटी और की अवधारणा मेंइक्विटी फ़ंड.
सेंसेक्स के पिछले प्रदर्शन को समझना
आइए अब नीचे दिए गए ग्राफ की मदद से सेंसेक्स की स्थापना के बाद से उसके प्रदर्शन पर ध्यान दें।
(3 जनवरी, 2018 की स्थिति के अनुसार स्रोत- बीएसई लिमिटेड)
सेंसेक्स के दिए गए ग्राफ से पता चलता है कि 1979 में इसकी स्थापना के बाद से इसमें समग्र वृद्धि हुई है। जिस तारीख को डेटा लिया गया है वह 03 जनवरी, 2018 तक है। 1979 से अब तक,चक्रवृद्धि वार्षिक वृद्धि दर (सीएजीआर) लगभग 16.39% है. हालांकि, इसका मतलब यह नहीं है कि सेंसेक्स में केवल ऊपर की ओर गति देखी गई है।हालांकि, सेंसेक्स में सबसे बड़ी वृद्धि 1979-1994 की अवधि के बीच हुई है, जब बाजार 100 से बढ़कर 3,927 अंक हो गया था।. जिन लोगों ने इस दौरान निवेश किया था, उन्हें काफी मुनाफा हुआ होगा। इसके अलावा, इन निवेशकों को भी अन्य की तरह अधिक नकारात्मक रिटर्न का सामना नहीं करना पड़ा। नतीजतन, इन लोगों ने निश्चित रूप से अर्जित किया होगा।दूसरा सबसे अच्छा चरण जिसमें निवेशकों ने रिटर्न अर्जित किया था वह 2003-2007 के दौरान था, लेकिन इस अवधि के दौरान वृद्धि पहले चरण की तरह प्रभावी नहीं थी।
तो, क्या आपको लगता है किमंडी हमेशा एक अच्छी गति देखी है?इसमें भी गिरावट देखी गई है। सितंबर 1994 - 1999, 2000 - 2003 और 2008 - 2010 के दौरान सेंसेक्स में गिरावट के कुछ सबसे खराब दौर थे. कोई भी व्यक्ति जिसने इस अवधि के दौरान निवेश किया होगा वह निश्चित रूप से नकारात्मक रहा होगा। हालांकि, फिर से, अगर इन निवेशकों ने अपने निवेश को लंबे समय तक रखा होता, तो उन्हें निश्चित रूप से मुनाफा होता। जैसा कि हम नक्शे में देख सकते हैं, मंदी की अवधि ज्यादा दिखाई नहीं दे रही है।
तो, इक्विटी के बारे में मिथकों को समझने के बाद, आइए अब देखें कि शेयरों का चयन कैसे करें।
इक्विटी निवेश के पीछे आम मिथक
जैसा कि पहले उल्लेख किया गया है, इक्विटी निवेश से जुड़े कई मिथक हैं। तो, आइए इक्विटी निवेश के पीछे कुछ प्रचलित मिथकों को देखें।
1. यदि किसी स्टॉक ने अतीत में अच्छा प्रदर्शन किया है, तो वह भविष्य में भी अच्छा करेगा
शेयरों में निवेश करते समय लोगों का मानना है कि पहला मिथक है; अगर किसी कंपनी ने अतीत में अच्छा प्रदर्शन किया है, तो वह भविष्य में भी अच्छा करेगी। हालांकि यह विचार अभी भी कुछ आराम का स्तर दे सकता है; यह पूरी तरह से सच नहीं है। ये इसलिए; एक कंपनी की सफलता हमेशा उस वातावरण पर निर्भर करती है जिसमें वह प्रदर्शन करती है और क्या वह खुद को बदलती व्यावसायिक परिस्थितियों के अनुकूल बनाने में सक्षम है। अगर ऐसा करने में सक्षम नहीं है तो; कंपनी भविष्य में प्रदर्शन करने की स्थिति में नहीं होगी।
इसलिए लोगों को किसी भी कंपनी के शेयरों में निवेश करने से पहले सेल्फ एनालिसिस कर लेना चाहिए। उन्हें कंपनी के पिछले प्रदर्शन, उसकी भविष्य की संभावनाओं, जिस उद्योग में यह प्रदर्शन करता है, और अन्य संबंधित मापदंडों की जांच करनी चाहिए।
2. मैं इक्विटी के माध्यम से तेजी से रिटर्न अर्जित करने में सक्षम नहीं हूं क्योंकि यह सरासर किस्मत है
दूसरा अनुमान लोगों को लगता है कि वे इक्विटी निवेश से नहीं कमा सकते क्योंकि यह सरासर किस्मत पर आधारित है। हालांकि, जैसा कि पहले पैराग्राफ में बताया गया है, लोगों को यह समझने की जरूरत है कि होल्डिंग अवधि में वृद्धि के साथ औसत रिटर्न की भिन्नता कम हो जाती है। ऐसा इसलिए है, क्योंकि लंबी अवधि में, अल्पकालिक अस्थिरता का उतार-चढ़ाव कम हो जाता है और नुकसान होने की संभावना भी कम हो जाती है। नतीजतन, में बदलावआय कार्यकाल में वृद्धि के साथ घटने लगते हैं। इस अवधारणा को नीचे दी गई तालिका की सहायता से समझाया गया है।
| निवेश अवधि | औसत रिटर्न (%) | औसत से रिटर्न का विचलन (%) |
|---|---|---|
| 1 साल | 18 | ± 34 |
| 3 साल | 13 | ± 16% |
| 5 वर्ष | 13 | ± 13% |
| 7 वर्ष | 13 | ± 10% |
| 10 वर्ष | 13 | ± 9% |
| 12 वर्ष | 13 | ± 8% |
| 14 वर्ष | 12 | ± 7% |
3. शेयर बाजारों में केवल कुछ ही कमाई कर रहे हैं क्योंकि इक्विटी बाजार अस्थिर हैं
यह व्यक्तियों के बीच प्रचलित मिथकों में से एक है। बहुत सारे लोगों को लगता है कि वे शेयरों में निवेश करके कमाई नहीं कर सकते। कई मामलों में व्यक्ति महसूस करते हैं; हालांकि शेयर बाजार में तेजी दिख रही है; फिर भी मैं अपना भाग्य नहीं बना पा रहा हूँ। हालाँकि, यह सच नहीं है।
*किसी को यह समझना होगा कि इक्विटी निवेश एक शून्य-राशि का खेल है। इसलिए, एक व्यक्ति का लाभ दूसरे व्यक्ति का नुकसान है। हालाँकि, आपने लाभ कमाया या नुकसान में समाप्त हुआ, इसका परिणाम उस समय पर तय किया जाता है जब आप बाजार में प्रवेश करते हैं और बाहर निकलते हैं। *
यह फिर से दोहराया जाएगा कि, इक्विटी निवेश में सफलता की कुंजी इसकी दीर्घकालिक होल्डिंग है। दुनिया के प्रसिद्ध में से एकइन्वेस्टर वॉरेन बफे ने सिर्फ निवेश से नहीं बल्कि अपने साम्राज्य का निर्माण किया। इसके बजाय, उन्होंने लंबी अवधि के लिए निवेश रखने के कारण धन अर्जित किया है। लंबी अवधि के निवेश के मामले में, निवेश की गई छोटी राशि भी बड़ा रिटर्न देती है। जो लोग बहुत लंबे समय तक निवेशित रहते हैं, वे एक छोटे से निवेश से भी अच्छी खासी कमाई कर सकते हैं। निम्नलिखित ग्राफ दिखाता है कि निवेश अवधि में वृद्धि के साथ नुकसान की संभावना कैसे कम हो जाती है।
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इक्विटी में निवेश कैसे करें
यह सबसे महत्वपूर्ण कदम है। लोगों को इक्विटी में निवेश करते समय कुछ बुनियादी नियमों का पालन करना चाहिए। इनमें से कुछ नियम नीचे सूचीबद्ध हैं।
स्टॉक्स में निवेश इसके पूर्ण विश्लेषण के बाद और झुंड के व्यवहार का पालन न करें
निवेश का प्राथमिक नियम है; उन वित्तीय साधनों में निवेश करें जिन्हें आप समझते हैं और न कि जिन्हें आप नहीं समझते हैं। इसलिए लोगों को उन शेयरों का पूरा विश्लेषण करना चाहिए जिनमें वे निवेश करना चाहते हैं। उन्हें इसकी वार्षिक रिपोर्टों को देखना चाहिए, इसकी भविष्य की संभावनाओं की जांच करनी चाहिए, इत्यादि। इसके अतिरिक्त, किसी को अपनी स्टॉक चयन प्रक्रिया में पक्षपात नहीं करना चाहिए। साथ ही, निवेश के मामले में बहुत से लोग झुंड के व्यवहार का पालन करते हैं, जो कि ऐसा नहीं होना चाहिए। यह एक अच्छा विचार नहीं है। झुंड का हिस्सा बनने वाले लोग, जब बाजार अपने चरम पर होते हैं तब प्रवेश करते हैं और जब यह नीचे होता है तो बेचते हैं। इसलिए, सावधान रहें कि जब सभी खरीद में प्रवेश कर रहे हों तो आप शेयर न खरीदेंबुलाना और जब हर कोई बेचने की होड़ में चले तो न बेचें।
विविधीकरण सफलता की कुंजी है
निवेश के मामले में महत्वपूर्ण भूमिका विविधीकरण है, जो सफलता की कुंजी है क्योंकि यह जोखिम के स्तर को कम करने में मदद करता है। जैसा कि ठीक ही उद्धृत किया गया है कि"अपने सभी अंडे एक टोकरी में न रखें;" इसी तरह आपके निवेश को कई शेयरों में एक पूर्वनिर्धारित अनुपात में वितरित किया जाना चाहिए। इस संदर्भ में विविधीकरण का अर्थ है कि लोग पूंजीकरण, क्षेत्रों और अन्य मापदंडों के संबंध में विभिन्न कंपनियों के विभिन्न शेयरों में कोष का निवेश करते हैं। ऐसा इसलिए है क्योंकि ऐसी स्थितियां हैं जहांमध्यम दर्जे की कंपनियों के शेयर शेयर लार्ज-कैप शेयरों से बेहतर प्रदर्शन करते हैं। इसलिए, किसी को लगातार इस पर नजर रखने की जरूरत है कि कोई शेयर कैसा प्रदर्शन कर रहा है।
अपने पोर्टफोलियो को समय पर पुनर्संतुलित करें
यह ठीक ही कहा गया है कि गलती करना इंसान है। इसी तरह शेयर बाजार में निवेश करते समय कई लोग गलतियां करते हैं। इस संदर्भ में गलती उन शेयरों में निवेश करना है जहां आपके पास खराब सौदे हैं। हालांकि, सबसे महत्वपूर्ण हिस्सा अपने पोर्टफोलियो को पुनर्संतुलित करके गलत निवेश को सुधारना है। समय-समय पर अपने इक्विटी निवेश की निगरानी करना महत्वपूर्ण है। इससे यह पहचानने में मदद मिलेगी कि किन शेयरों को बेचना है और किन शेयरों को बरकरार रखना है। पोर्टफोलियो का पुनर्संतुलन हमेशा खराब स्टॉक से छुटकारा पाने में मदद करता है और इससे लोग अधिक कमा सकते हैंआय.
इस प्रकार, उपरोक्त बिंदुओं से, यह कहा जा सकता है कि जब भी आप इक्विटी में निवेश करना चुनते हैं, तो आपको बाजार के समय के बजाय शेयर बाजारों में बहुत समय बिताने की आवश्यकता होती है। साथ ही, लोगों को हमेशा कंपनी के शेयरों में निवेश करने से पहले समझना चाहिए ताकि उनके निवेश का पैसा सुरक्षित रहे और धन सृजन का मार्ग प्रशस्त हो।
लंबी अवधि के निवेश के लिए शीर्ष 10 इक्विटी म्युचुअल फंड
*इनके लिए संपत्तियों का प्रबंधन करने वाले शीर्ष फंडों की सूची5 साल ऊपर का और सर्वश्रेष्ठ वार्षिक रिटर्न (CAGR) लौटाया है।
(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 Below is the key information for Motilal Oswal Midcap 30 Fund Returns up to 1 year are on The primary objective of the Scheme is to achieve long-term capital appreciation by investing in equity & equity related instruments of mid cap & small cap companies. Principal Emerging Bluechip Fund is a Equity - Large & Mid Cap fund was launched on 12 Nov 08. It is a fund with Moderately High risk and has given a Below is the key information for Principal Emerging Bluechip Fund Returns up to 1 year are on (Erstwhile Sundaram Select Midcap Fund) To achieve capital appreciation by investing
in diversified stocks that are generally termed
as mid-caps. Sundaram Mid Cap Fund is a Equity - Mid Cap fund was launched on 30 Jul 02. It is a fund with Moderately High risk and has given a Below is the key information for Sundaram Mid Cap Fund Returns up to 1 year are on 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 Below is the key information for L&T Emerging Businesses Fund Returns up to 1 year are on 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 Below is the key information for Nippon India Small Cap Fund Returns up to 1 year are on An Open ended Growth Scheme with the objective to achieve long term growth of capital at controlled level of risk by investing primarily in ‘Mid-Cap’ Stocks. The level of risk is somewhat higher than a fund focused on large and liquid stocks. Concomitantly, the aim is to generate higher returns than a fund focused on large and liquid stocks. Aditya Birla Sun Life Midcap Fund is a Equity - Mid Cap fund was launched on 3 Oct 02. It is a fund with Moderately High risk and has given a Below is the key information for Aditya Birla Sun Life Midcap Fund Returns up to 1 year are on An Open-ended growth scheme with the objective of long term growth of capital, through a portfolio with a target allocation of 90% equity and 10% debt and money market securities. Aditya Birla Sun Life Equity Fund is a Equity - Multi Cap fund was launched on 27 Aug 98. It is a fund with Moderately High risk and has given a Below is the key information for Aditya Birla Sun Life Equity Fund Returns up to 1 year are on To generate long term capital appreciation from a portfolio that is predominantly in equity and equity related instruments HDFC Long Term Advantage Fund is a Equity - ELSS fund was launched on 2 Jan 01. It is a fund with Moderately High risk and has given a Below is the key information for HDFC Long Term Advantage Fund Returns up to 1 year are on The primary objective for Franklin IndiaTaxshield is to provide medium to long term growth of capital along with income tax rebate Franklin India Taxshield is a Equity - ELSS fund was launched on 10 Apr 99. It is a fund with Moderately High risk and has given a Below is the key information for Franklin India Taxshield Returns up to 1 year are on (Erstwhile SBI IT Fund) To provide the investors maximum growth opportunity through equity
investments in stocks of growth oriented sectors of the economy. SBI Technology Opportunities Fund is a Equity - Sectoral fund was launched on 9 Jan 13. It is a fund with High risk and has given a Below is the key information for SBI Technology Opportunities Fund Returns up to 1 year are on 1. Motilal Oswal Midcap 30 Fund
CAGR/Annualized return of 24.8% since its launch. Ranked 27 in Mid Cap category. Return for 2023 was 41.7% , 2022 was 10.7% and 2021 was 55.8% . Motilal Oswal Midcap 30 Fund
Growth Launch Date 24 Feb 14 NAV (20 Dec 24) ₹110.263 ↓ -3.47 (-3.05 %) Net Assets (Cr) ₹22,898 on 30 Nov 24 Category Equity - Mid Cap AMC Motilal Oswal Asset Management Co. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 0.66 Sharpe Ratio 2.78 Information Ratio 1.28 Alpha Ratio 24.05 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 30 Nov 19 ₹10,000 30 Nov 20 ₹10,587 30 Nov 21 ₹16,512 30 Nov 22 ₹19,659 30 Nov 23 ₹25,566 30 Nov 24 ₹40,921 Returns for Motilal Oswal Midcap 30 Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Dec 24 Duration Returns 1 Month 5.8% 3 Month 2.7% 6 Month 18.1% 1 Year 58.4% 3 Year 36.7% 5 Year 33.1% 10 Year 15 Year Since launch 24.8% 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 Ajay Khandelwal 1 Oct 24 0.17 Yr. Niket Shah 1 Jul 20 4.42 Yr. Santosh Singh 1 Oct 24 0.17 Yr. Rakesh Shetty 22 Nov 22 2.03 Yr. Sunil Sawant 1 Jul 24 0.42 Yr. Data below for Motilal Oswal Midcap 30 Fund as on 30 Nov 24
Equity Sector Allocation
Sector Value Consumer Cyclical 37.33% Technology 24.3% Industrials 20.33% Financial Services 6.71% Health Care 3.21% Basic Materials 3.07% Communication Services 2.24% Real Estate 2.2% Asset Allocation
Asset Class Value Cash 0.61% Equity 99.39% Top Securities Holdings / Portfolio
Name Holding Value Quantity Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB10% ₹2,281 Cr 3,125,018
↑ 250,018 Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE10% ₹2,258 Cr 2,600,000 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL10% ₹2,210 Cr 30,500,000
↑ 1,516,281 Zomato Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 5433209% ₹2,168 Cr 77,500,000
↑ 45,000,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT8% ₹1,772 Cr 3,000,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | M&M6% ₹1,409 Cr 4,750,000
↑ 944,245 Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Aug 23 | JIOFIN6% ₹1,395 Cr 42,500,000
↓ -7,500,000 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | TRENT5% ₹1,189 Cr 1,749,600
↑ 1,749,600 Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 31 Oct 24 | BAJAJ-AUTO4% ₹1,016 Cr 1,125,000
↓ -242,958 Voltas Ltd (Industrials)
Equity, Since 31 Oct 17 | VOLTAS4% ₹829 Cr 4,999,745
↓ -255 2. Principal Emerging Bluechip Fund
CAGR/Annualized return of 24.8% since its launch. Ranked 1 in Large & Mid Cap category. . Principal Emerging Bluechip Fund
Growth Launch Date 12 Nov 08 NAV (31 Dec 21) ₹183.316 ↑ 2.03 (1.12 %) Net Assets (Cr) ₹3,124 on 30 Nov 21 Category Equity - Large & Mid Cap AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd. Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.08 Sharpe Ratio 2.74 Information Ratio 0.22 Alpha Ratio 2.18 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 30 Nov 19 ₹10,000 30 Nov 20 ₹11,618 30 Nov 21 ₹16,703 Returns for Principal Emerging Bluechip Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Dec 24 Duration Returns 1 Month 2.9% 3 Month 2.9% 6 Month 13.6% 1 Year 38.9% 3 Year 21.9% 5 Year 19.2% 10 Year 15 Year Since launch 24.8% Historical performance (Yearly) on absolute basis
Year Returns 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 Fund Manager information for Principal Emerging Bluechip Fund
Name Since Tenure Data below for Principal Emerging Bluechip Fund as on 30 Nov 21
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. Sundaram Mid Cap Fund
CAGR/Annualized return of 24.6% since its launch. Ranked 13 in Mid Cap category. Return for 2023 was 40.4% , 2022 was 4.8% and 2021 was 37.5% . Sundaram Mid Cap Fund
Growth Launch Date 30 Jul 02 NAV (20 Dec 24) ₹1,365.24 ↓ -28.63 (-2.05 %) Net Assets (Cr) ₹12,425 on 30 Nov 24 Category Equity - Mid Cap AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.8 Sharpe Ratio 2.26 Information Ratio 0.34 Alpha Ratio 9.23 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 30 Nov 19 ₹10,000 30 Nov 20 ₹10,686 30 Nov 21 ₹15,103 30 Nov 22 ₹16,491 30 Nov 23 ₹21,320 30 Nov 24 ₹29,647 Returns for Sundaram Mid Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Dec 24 Duration Returns 1 Month 3.5% 3 Month -4.2% 6 Month 7.6% 1 Year 35.6% 3 Year 26.7% 5 Year 24.6% 10 Year 15 Year Since launch 24.6% Historical performance (Yearly) on absolute basis
Year Returns 2023 40.4% 2022 4.8% 2021 37.5% 2020 11.8% 2019 -0.3% 2018 -15.4% 2017 40.8% 2016 11.3% 2015 11.2% 2014 75% Fund Manager information for Sundaram Mid Cap Fund
Name Since Tenure S. Bharath 24 Feb 21 3.77 Yr. Ratish Varier 24 Feb 21 3.77 Yr. Data below for Sundaram Mid Cap Fund as on 30 Nov 24
Equity Sector Allocation
Sector Value Financial Services 19.87% Consumer Cyclical 18.59% Industrials 17.55% Health Care 11.26% Basic Materials 8.5% Technology 5.91% Consumer Defensive 3.29% Real Estate 3.05% Utility 2.6% Communication Services 2.41% Energy 1.42% Asset Allocation
Asset Class Value Cash 5.55% Equity 94.45% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL4% ₹463 Cr 7,044,972
↓ -566,695 Cummins India Ltd (Industrials)
Equity, Since 31 Dec 17 | 5004803% ₹412 Cr 1,177,160 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Dec 18 | FEDERALBNK3% ₹408 Cr 20,011,397 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 06 | 5002513% ₹369 Cr 517,776
↓ -7,851 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 21 | TIINDIA3% ₹311 Cr 694,463
↓ -243,869 Lupin Ltd (Healthcare)
Equity, Since 31 Jan 23 | 5002572% ₹304 Cr 1,388,200 Coromandel International Ltd (Basic Materials)
Equity, Since 30 Nov 10 | 5063952% ₹292 Cr 1,747,182 Indian Bank (Financial Services)
Equity, Since 31 Jul 23 | 5328142% ₹285 Cr 4,812,470
↑ 198,037 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 Dec 21 | 5328432% ₹284 Cr 4,543,631 Oberoi Realty Ltd (Real Estate)
Equity, Since 31 Jan 22 | OBEROIRLTY2% ₹273 Cr 1,389,543 4. L&T Emerging Businesses Fund
CAGR/Annualized return of 22.9% since its launch. Ranked 2 in Small Cap category. Return for 2023 was 46.1% , 2022 was 1% and 2021 was 77.4% . L&T Emerging Businesses Fund
Growth Launch Date 12 May 14 NAV (20 Dec 24) ₹89.2118 ↓ -1.79 (-1.96 %) Net Assets (Cr) ₹16,920 on 31 Oct 24 Category Equity - Small Cap AMC L&T Investment Management Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 1.73 Sharpe Ratio 1.51 Information Ratio 0.26 Alpha Ratio 2.49 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 30 Nov 19 ₹10,000 30 Nov 20 ₹10,894 30 Nov 21 ₹19,240 30 Nov 22 ₹21,023 30 Nov 23 ₹29,366 30 Nov 24 ₹38,725 Returns for L&T Emerging Businesses Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Dec 24 Duration Returns 1 Month 6.5% 3 Month -0.3% 6 Month 6.4% 1 Year 32.8% 3 Year 27.3% 5 Year 31.8% 10 Year 15 Year Since launch 22.9% 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 4.96 Yr. Cheenu Gupta 1 Oct 23 1.17 Yr. Sonal Gupta 1 Oct 23 1.17 Yr. Data below for L&T Emerging Businesses Fund as on 31 Oct 24
Equity Sector Allocation
Sector Value Industrials 31.33% Consumer Cyclical 15.35% Financial Services 14.41% Basic Materials 12.12% Technology 8.54% Real Estate 5.16% Health Care 3.86% Consumer Defensive 3.52% Energy 1.51% Asset Allocation
Asset Class Value Cash 1.78% Equity 98.22% Top Securities Holdings / Portfolio
Name Holding Value Quantity Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS3% ₹458 Cr 455,400
↓ -50,000 Aditya Birla Real Estate Ltd (Basic Materials)
Equity, Since 30 Sep 22 | 5000403% ₹441 Cr 1,607,279 Neuland Laboratories Limited
Equity, Since 31 Jan 24 | -2% ₹410 Cr 281,022 Kirloskar Pneumatic Co Ltd (Industrials)
Equity, Since 31 Aug 22 | 5052832% ₹406 Cr 2,444,924
↑ 127,474 BSE Ltd (Financial Services)
Equity, Since 29 Feb 24 | BSE2% ₹395 Cr 884,500
↑ 108,253 Techno Electric & Engineering Co Ltd (Industrials)
Equity, Since 31 Jan 19 | TECHNOE2% ₹387 Cr 2,473,042 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 17 | 5002512% ₹383 Cr 537,550
↓ -42,850 Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Jul 19 | 5329292% ₹341 Cr 2,891,084 NCC Ltd (Industrials)
Equity, Since 28 Feb 21 | NCC2% ₹337 Cr 11,291,100 Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Jul 20 | DIXON2% ₹335 Cr 238,273 5. Nippon India Small Cap Fund
CAGR/Annualized return of 22.2% since its launch. Ranked 6 in Small Cap category. Return for 2023 was 48.9% , 2022 was 6.5% and 2021 was 74.3% . Nippon India Small Cap Fund
Growth Launch Date 16 Sep 10 NAV (20 Dec 24) ₹175.149 ↓ -3.89 (-2.18 %) Net Assets (Cr) ₹61,646 on 30 Nov 24 Category Equity - Small Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.55 Sharpe Ratio 1.72 Information Ratio 0.79 Alpha Ratio 5.3 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 30 Nov 19 ₹10,000 30 Nov 20 ₹12,157 30 Nov 21 ₹21,339 30 Nov 22 ₹24,664 30 Nov 23 ₹34,135 30 Nov 24 ₹45,838 Returns for Nippon India Small Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Dec 24 Duration Returns 1 Month 3.6% 3 Month -3.5% 6 Month 3.6% 1 Year 31.1% 3 Year 29.3% 5 Year 35.8% 10 Year 15 Year Since launch 22.2% 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 Samir Rachh 2 Jan 17 7.92 Yr. Kinjal Desai 25 May 18 6.53 Yr. Data below for Nippon India Small Cap Fund as on 30 Nov 24
Equity Sector Allocation
Sector Value Industrials 26.18% Financial Services 13.18% Basic Materials 12.06% Consumer Cyclical 11.88% Technology 9.71% Consumer Defensive 8.09% Health Care 7.17% Communication Services 1.9% Utility 1.79% Energy 1.7% Real Estate 0.59% Asset Allocation
Asset Class Value Cash 4.95% Equity 95.05% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK2% ₹1,194 Cr 6,650,000 Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 28 Feb 21 | MCX2% ₹1,145 Cr 1,851,010 Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Oct 12 | KIRLOSBROS2% ₹1,020 Cr 4,472,130 Apar Industries Ltd (Industrials)
Equity, Since 31 Mar 17 | APARINDS1% ₹908 Cr 899,271 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Apr 18 | TIINDIA1% ₹897 Cr 2,499,222 Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Nov 18 | DIXON1% ₹810 Cr 512,355 ELANTAS Beck India Ltd (Basic Materials)
Equity, Since 28 Feb 13 | 5001231% ₹794 Cr 614,625 State Bank of India (Financial Services)
Equity, Since 31 Oct 19 | SBIN1% ₹763 Cr 9,100,000 Tejas Networks Ltd (Technology)
Equity, Since 30 Jun 17 | TEJASNET1% ₹761 Cr 5,763,697 Karur Vysya Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | KARURVYSYA1% ₹752 Cr 31,784,062 6. Aditya Birla Sun Life Midcap Fund
CAGR/Annualized return of 21.6% since its launch. Ranked 16 in Mid Cap category. Return for 2023 was 39.9% , 2022 was -5.3% and 2021 was 50.4% . Aditya Birla Sun Life Midcap Fund
Growth Launch Date 3 Oct 02 NAV (20 Dec 24) ₹770.14 ↓ -15.30 (-1.95 %) Net Assets (Cr) ₹5,930 on 30 Nov 24 Category Equity - Mid Cap AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.94 Sharpe Ratio 1.41 Information Ratio -1.08 Alpha Ratio -0.53 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 30 Nov 19 ₹10,000 30 Nov 20 ₹10,900 30 Nov 21 ₹16,894 30 Nov 22 ₹17,052 30 Nov 23 ₹21,476 30 Nov 24 ₹28,237 Returns for Aditya Birla Sun Life Midcap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Dec 24 Duration Returns 1 Month 2.1% 3 Month -7.3% 6 Month 1.7% 1 Year 27.5% 3 Year 19.5% 5 Year 23.1% 10 Year 15 Year Since launch 21.6% Historical performance (Yearly) on absolute basis
Year Returns 2023 39.9% 2022 -5.3% 2021 50.4% 2020 15.5% 2019 -3.7% 2018 -16% 2017 44.8% 2016 5.7% 2015 10.4% 2014 72.6% Fund Manager information for Aditya Birla Sun Life Midcap Fund
Name Since Tenure Vishal Gajwani 31 Oct 24 0.08 Yr. Dhaval Joshi 21 Nov 22 2.03 Yr. Data below for Aditya Birla Sun Life Midcap Fund as on 30 Nov 24
Equity Sector Allocation
Sector Value Financial Services 18.23% Consumer Cyclical 17.72% Basic Materials 16.17% Industrials 16.02% Health Care 11.77% Utility 4.86% Technology 4.63% Consumer Defensive 4.23% Communication Services 2.7% Real Estate 2.16% Energy 0.78% Asset Allocation
Asset Class Value Cash 0.72% Equity 99.28% Top Securities Holdings / Portfolio
Name Holding Value Quantity Torrent Power Ltd (Utilities)
Equity, Since 31 Oct 19 | 5327793% ₹200 Cr 1,100,000 Fortis Healthcare Ltd (Healthcare)
Equity, Since 31 May 17 | 5328433% ₹194 Cr 3,100,000 Coromandel International Ltd (Basic Materials)
Equity, Since 31 Aug 18 | 5063953% ₹190 Cr 1,137,269
↓ -30,469 Glenmark Pharmaceuticals Ltd (Healthcare)
Equity, Since 28 Feb 21 | 5322963% ₹169 Cr 1,000,000
↓ -21,197 Gujarat Fluorochemicals Ltd Ordinary Shares (Basic Materials)
Equity, Since 30 Sep 19 | FLUOROCHEM3% ₹166 Cr 384,431
↓ -146 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Dec 14 | CHOLAHLDNG3% ₹165 Cr 964,000
↓ -36,000 Max Financial Services Ltd (Financial Services)
Equity, Since 28 Feb 17 | 5002713% ₹157 Cr 1,225,565 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 19 | 5406112% ₹147 Cr 2,407,000 Mphasis Ltd (Technology)
Equity, Since 31 Mar 20 | 5262992% ₹144 Cr 498,427 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 23 | SHRIRAMFIN2% ₹141 Cr 448,814 7. Aditya Birla Sun Life Equity Fund
CAGR/Annualized return of 21.5% since its launch. Ranked 16 in Multi Cap category. Return for 2023 was 26% , 2022 was -1.1% and 2021 was 30.3% . Aditya Birla Sun Life Equity Fund
Growth Launch Date 27 Aug 98 NAV (20 Dec 24) ₹1,697.47 ↓ -27.44 (-1.59 %) Net Assets (Cr) ₹22,440 on 30 Nov 24 Category Equity - Multi Cap AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.69 Sharpe Ratio 1.55 Information Ratio -0.6 Alpha Ratio 1.61 Min Investment 1,000 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 30 Nov 19 ₹10,000 30 Nov 20 ₹10,933 30 Nov 21 ₹14,823 30 Nov 22 ₹15,601 30 Nov 23 ₹17,653 30 Nov 24 ₹22,718 Returns for Aditya Birla Sun Life Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Dec 24 Duration Returns 1 Month 1.1% 3 Month -7.1% 6 Month 3.1% 1 Year 22.5% 3 Year 16% 5 Year 17.3% 10 Year 15 Year Since launch 21.5% Historical performance (Yearly) on absolute basis
Year Returns 2023 26% 2022 -1.1% 2021 30.3% 2020 16.1% 2019 8.5% 2018 -4.1% 2017 33.5% 2016 15.2% 2015 2.9% 2014 56.6% Fund Manager information for Aditya Birla Sun Life Equity Fund
Name Since Tenure Harish Krishnan 3 Nov 23 1.08 Yr. Dhaval Joshi 21 Nov 22 2.03 Yr. Data below for Aditya Birla Sun Life Equity Fund as on 30 Nov 24
Equity Sector Allocation
Sector Value Financial Services 29.56% Consumer Cyclical 12.03% Industrials 11.33% Technology 10.74% Basic Materials 9.21% Health Care 8.91% Consumer Defensive 7.52% Energy 5.03% Communication Services 3.68% Real Estate 0.59% Asset Allocation
Asset Class Value Cash 1.41% Equity 98.59% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 16 | ICICIBANK8% ₹1,717 Cr 13,287,988 Infosys Ltd (Technology)
Equity, Since 30 Apr 05 | INFY5% ₹1,142 Cr 6,500,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 08 | HDFCBANK4% ₹873 Cr 5,031,369 Reliance Industries Ltd (Energy)
Equity, Since 31 May 19 | RELIANCE4% ₹801 Cr 6,016,500 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Dec 18 | SUNPHARMA4% ₹793 Cr 4,287,166
↓ -208,674 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 28 Feb 19 | KOTAKBANK3% ₹736 Cr 4,250,000
↑ 164,563 HCL Technologies Ltd (Technology)
Equity, Since 30 Nov 11 | HCLTECH3% ₹678 Cr 3,836,668
↓ -332,205 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 17 | BHARTIARTL3% ₹626 Cr 3,881,685
↓ -1,338,130 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 23 | LT3% ₹621 Cr 1,713,497 Radico Khaitan Ltd (Consumer Defensive)
Equity, Since 30 Apr 14 | RADICO3% ₹583 Cr 2,448,632
↓ -201,368 8. HDFC Long Term Advantage Fund
CAGR/Annualized return of 21.4% since its launch. Ranked 23 in ELSS category. . HDFC Long Term Advantage Fund
Growth Launch Date 2 Jan 01 NAV (14 Jan 22) ₹595.168 ↑ 0.28 (0.05 %) Net Assets (Cr) ₹1,318 on 30 Nov 21 Category Equity - ELSS AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 2.25 Sharpe Ratio 2.27 Information Ratio -0.15 Alpha Ratio 1.75 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Nov 19 ₹10,000 30 Nov 20 ₹10,440 30 Nov 21 ₹14,977
Purchase not allowed Returns for HDFC Long Term Advantage Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Dec 24 Duration Returns 1 Month 4.4% 3 Month 1.2% 6 Month 15.4% 1 Year 35.5% 3 Year 20.6% 5 Year 17.4% 10 Year 15 Year Since launch 21.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 2022 2021 2020 2019 2018 2017 2016 2015 2014 Fund Manager information for HDFC Long Term Advantage Fund
Name Since Tenure Data below for HDFC Long Term Advantage Fund as on 30 Nov 21
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 9. Franklin India Taxshield
CAGR/Annualized return of 21.4% since its launch. Ranked 28 in ELSS category. Return for 2023 was 31.2% , 2022 was 5.4% and 2021 was 36.7% . Franklin India Taxshield
Growth Launch Date 10 Apr 99 NAV (20 Dec 24) ₹1,455.92 ↓ -24.61 (-1.66 %) Net Assets (Cr) ₹6,890 on 30 Nov 24 Category Equity - ELSS AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.83 Sharpe Ratio 1.88 Information Ratio 1.1 Alpha Ratio 5.24 Min Investment 500 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 30 Nov 19 ₹10,000 30 Nov 20 ₹10,421 30 Nov 21 ₹14,790 30 Nov 22 ₹16,419 30 Nov 23 ₹19,355 30 Nov 24 ₹25,622 Returns for Franklin India Taxshield
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Dec 24 Duration Returns 1 Month 2.3% 3 Month -5.8% 6 Month 4.7% 1 Year 25.8% 3 Year 20.6% 5 Year 20.4% 10 Year 15 Year Since launch 21.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 31.2% 2022 5.4% 2021 36.7% 2020 9.8% 2019 5.1% 2018 -3% 2017 29.1% 2016 4.7% 2015 4% 2014 56.9% Fund Manager information for Franklin India Taxshield
Name Since Tenure R. Janakiraman 2 May 16 8.59 Yr. Rajasa Kakulavarapu 1 Dec 23 1 Yr. Data below for Franklin India Taxshield as on 30 Nov 24
Equity Sector Allocation
Sector Value Financial Services 28.37% Consumer Cyclical 13.11% Industrials 12.76% Technology 10.31% Basic Materials 6.62% Consumer Defensive 6.29% Communication Services 5.75% Health Care 5.73% Utility 3.77% Energy 3.71% Real Estate 0.69% Asset Allocation
Asset Class Value Cash 2.24% Equity 97.76% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK9% ₹588 Cr 4,546,914 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | HDFCBANK8% ₹566 Cr 3,260,417 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 07 | BHARTIARTL5% ₹365 Cr 2,263,637
↓ -93,165 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY5% ₹338 Cr 1,922,741 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | LT5% ₹320 Cr 883,853 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 5322154% ₹261 Cr 2,252,948 HCL Technologies Ltd (Technology)
Equity, Since 31 Oct 21 | HCLTECH4% ₹258 Cr 1,462,587 United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Oct 18 | UNITDSPR3% ₹235 Cr 1,625,000
↓ -25,000 NTPC Ltd (Utilities)
Equity, Since 31 Oct 16 | 5325553% ₹187 Cr 4,581,067
↓ -505,782 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE3% ₹182 Cr 1,364,806 10. SBI Technology Opportunities Fund
CAGR/Annualized return of 21.3% since its launch. Ranked 42 in Sectoral category. Return for 2023 was 24.8% , 2022 was -15.5% and 2021 was 66.4% . SBI Technology Opportunities Fund
Growth Launch Date 9 Jan 13 NAV (19 Dec 24) ₹230.824 ↓ -0.60 (-0.26 %) Net Assets (Cr) ₹4,586 on 30 Nov 24 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆ Risk High Expense Ratio 1.99 Sharpe Ratio 1.42 Information Ratio 0.39 Alpha Ratio 2.51 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 30 Nov 19 ₹10,000 30 Nov 20 ₹13,591 30 Nov 21 ₹23,898 30 Nov 22 ₹22,115 30 Nov 23 ₹25,178 30 Nov 24 ₹33,705 Returns for SBI Technology Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Dec 24 Duration Returns 1 Month 8.8% 3 Month 6.1% 6 Month 26.6% 1 Year 33.3% 3 Year 13.5% 5 Year 27.9% 10 Year 15 Year Since launch 21.3% Historical performance (Yearly) on absolute basis
Year Returns 2023 24.8% 2022 -15.5% 2021 66.4% 2020 47.3% 2019 12.2% 2018 17.1% 2017 13% 2016 -3.3% 2015 2.4% 2014 29.2% Fund Manager information for SBI Technology Opportunities Fund
Name Since Tenure Pradeep Kesavan 1 Apr 24 0.67 Yr. Vivek Gedda 1 Apr 24 0.67 Yr. Data below for SBI Technology Opportunities Fund as on 30 Nov 24
Equity Sector Allocation
Sector Value Technology 57.69% Communication Services 24.5% Consumer Cyclical 6.56% Financial Services 2.89% Industrials 2.12% Consumer Defensive 1.12% Health Care 0.71% Asset Allocation
Asset Class Value Cash 1.65% Equity 98.35% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 Jan 03 | INFY24% ₹1,115 Cr 6,000,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 May 18 | BHARTIARTL10% ₹472 Cr 2,900,000 Firstsource Solutions Ltd (Technology)
Equity, Since 31 Mar 23 | FSL6% ₹280 Cr 7,645,887 Coforge Ltd (Technology)
Equity, Since 31 Aug 23 | COFORGE6% ₹264 Cr 304,454 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 06 | TCS5% ₹214 Cr 500,000
↓ -200,000 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | 5433204% ₹184 Cr 6,583,400
↑ 1,583,400 Cognizant Technology Solutions Corp Class A (Technology)
Equity, Since 31 Jul 23 | CTSH4% ₹173 Cr 254,000 Netflix Inc (Communication Services)
Equity, Since 31 Aug 21 | NFLX3% ₹150 Cr 20,000 Microsoft Corp (Technology)
Equity, Since 31 Aug 20 | MSFT3% ₹136 Cr 38,000 PB Fintech Ltd (Financial Services)
Equity, Since 30 Apr 24 | 5433903% ₹133 Cr 700,000
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