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ಹೈಬ್ರಿಡ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳಲ್ಲಿ ಅತ್ಯುತ್ತಮ ನೇರ ಯೋಜನೆಗಳು
ನೇರ ಯೋಜನೆಗಳು ಅದರ ವಿಶಿಷ್ಟ ಲಕ್ಷಣಗಳು ಮತ್ತು ಪ್ರಯೋಜನಗಳಿಂದಾಗಿ ಹೊಸ ಹೂಡಿಕೆದಾರರಲ್ಲಿ ಭಾರಿ ಜನಪ್ರಿಯತೆಯನ್ನು ಗಳಿಸುತ್ತಿವೆ. ನೇರ ಯೋಜನೆಗಳು ಮತ್ತು ನಿಯಮಿತ ಯೋಜನೆಗಳು ವಿಭಿನ್ನ ಯೋಜನೆಯಲ್ಲ, ವಾಸ್ತವವಾಗಿ, ಅವು ಮ್ಯೂಚುವಲ್ ಫಂಡ್ ಯೋಜನೆಯ ರೂಪಾಂತರವಾಗಿದೆ. ನಿಯಮಿತ ಯೋಜನೆಗಳು ಹಲವು ವರ್ಷಗಳಿಂದ ಆಯ್ಕೆಯಲ್ಲಿದ್ದರೆ, ಮೊದಲ ನೇರ ಯೋಜನೆಯನ್ನು 2013 ರಲ್ಲಿ ಪರಿಚಯಿಸಲಾಯಿತು.
ನೇರ ಯೋಜನೆಗಳನ್ನು ಆರಿಸುವ ಮೂಲಕ ಹೈಬ್ರಿಡ್ ನಿಧಿಯಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು ಬಯಸುವ ಹೂಡಿಕೆದಾರರು, ನೇರ ನಿಧಿಗಳು ಯಾವುವು, ಹೈಬ್ರಿಡ್ ನಿಧಿಗಳ ಸಂಕ್ಷಿಪ್ತ ತಿಳುವಳಿಕೆ ಮತ್ತು ಕೆಲವು ಅತ್ಯುತ್ತಮ ನೇರ ಪ್ಯಾನ್‌ಗಳ ಹೈಬ್ರಿಡ್ ನಿಧಿಗಳ ಒಂದು ನೋಟ ಇಲ್ಲಿದೆ.
ನೇರ ಯೋಜನೆಗಳು ಜನಪ್ರಿಯತೆಯನ್ನು ಏಕೆ ಪಡೆಯುತ್ತಿವೆ?
ಸಾಮಾನ್ಯ ನಿಧಿಗಳಿಗಿಂತ ಭಿನ್ನವಾಗಿ, ಮ್ಯೂಚುವಲ್ ಫಂಡ್ ಕಂಪನಿಯಂತಹ ಸೀಮಿತ ಚಾನೆಲ್‌ಗಳ ಮೂಲಕ ನೇರ ಹಣ ಲಭ್ಯವಿದೆ, ಕಾರ್ವಿ / ನಂತಹ ಆರ್‌ಟಿಎಗಳುCAMS, ಸೀಮಿತ ತೃತೀಯ ಸೆಕ್ಯುರಿಟೀಸ್ ಮಧ್ಯವರ್ತಿಗಳು ಮತ್ತು ಫಂಡ್ ಹೌಸ್ನ ಅಧಿಕೃತ ಸ್ಥಳೀಯ ಪ್ರತಿನಿಧಿಗಳು. ಸಲಹೆಗಾರ ಅಥವಾ ಮಧ್ಯವರ್ತಿಯ ಸಹಾಯವಿಲ್ಲದೆ ಸ್ವತಂತ್ರವಾಗಿ ಹೂಡಿಕೆ ಮತ್ತು ಹೂಡಿಕೆ ಮಾಡುವ ಹೂಡಿಕೆದಾರರು ಫಂಡ್ ಹೌಸ್‌ನಿಂದ ನೇರ ಯೋಜನೆಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಬಹುದು.
ನೇರ ನಿಧಿಗಳಲ್ಲಿ, ಸಾಮಾನ್ಯ ನಿಧಿಗಳಂತೆ ಯಾವುದೇ ಖರ್ಚು ಶುಲ್ಕಗಳಿಲ್ಲ. ಇಲ್ಲ ಎಂದುವಿತರಕ ಶುಲ್ಕಗಳು / ವಹಿವಾಟು ಚಾರ್ಜರ್‌ಗಳು, ಇತ್ಯಾದಿ, ನೇರ ಯೋಜನೆಗಳ ವೆಚ್ಚ ಅನುಪಾತ ಕಡಿಮೆ. ಆದಾಯದ ಮೇಲೂ ಈ ಪರಿಣಾಮ. ನೇರ ಮ್ಯೂಚುವಲ್ ಫಂಡ್‌ನ ವೆಚ್ಚ ಅನುಪಾತವು ಕಡಿಮೆಯಾಗಿರುವುದರಿಂದ, ಅದು ಸಾಮಾನ್ಯ ಯೋಜನೆಗಳಿಗಿಂತ ಸ್ವಲ್ಪ ಹೆಚ್ಚಾಗಬಹುದು- ಸುಮಾರು 0.5 ಪ್ರತಿಶತದಿಂದ 1.5 ಪ್ರತಿಶತದಷ್ಟು ಹೆಚ್ಚು. ಹೂಡಿಕೆದಾರರು ನೇರ ಹಣವನ್ನು ಆರಿಸಿಕೊಳ್ಳಲು ಇದು ಒಂದು ಕಾರಣವಾಗಿದೆ.
ತಾತ್ತ್ವಿಕವಾಗಿ, ಒಂದುಹೂಡಿಕೆದಾರ ಮ್ಯೂಚುವಲ್ ಫಂಡ್ ಹೂಡಿಕೆಯ ಅನುಭವ ಹೊಂದಿರುವವರು ಮತ್ತು ಮಾರುಕಟ್ಟೆ ಚಲನೆಗಳ ಬಗ್ಗೆ ನ್ಯಾಯಯುತ ಜ್ಞಾನವು ನೇರ ಯೋಜನೆಗಳಿಗೆ ಆದ್ಯತೆ ನೀಡಬೇಕು. ಇದಲ್ಲದೆ, ಹೂಡಿಕೆಯ ಬಗ್ಗೆ ಯಾವುದೇ ಸಲಹೆಯ ಅಗತ್ಯವಿಲ್ಲದ ಅಥವಾ ಅವರ ನೇರ ಮ್ಯೂಚುವಲ್ ಫಂಡ್ ಹೂಡಿಕೆಗಳನ್ನು ಮಾತ್ರ ನಿರ್ವಹಿಸಬಲ್ಲ ಅನುಭವಿಗಳು ಈ ಆಯ್ಕೆಯನ್ನು ಆರಿಸಿಕೊಳ್ಳಬಹುದು.
ಹೈಬ್ರಿಡ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳನ್ನು ಅರ್ಥೈಸಿಕೊಳ್ಳುವುದು
ಹೈಬ್ರಿಡ್ ಫಂಡ್‌ಗಳು ಎಂದೂ ಕರೆಯುತ್ತಾರೆಸಮತೋಲಿತ ನಿಧಿ, ಒಂದು ವಿಧಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳು ಅದು ಈಕ್ವಿಟಿಯ ಸಂಯೋಜನೆಯಾಗಿ ಕಾರ್ಯನಿರ್ವಹಿಸುತ್ತದೆ ಮತ್ತುಸಾಲ ನಿಧಿ. ಈ ನಿಧಿಗಳು ಹೂಡಿಕೆದಾರರಿಗೆ ಈಕ್ವಿಟಿ ಮತ್ತು ಸಾಲ ಮಾರುಕಟ್ಟೆಗಳಲ್ಲಿ ಕೆಲವು ಪ್ರಮಾಣದಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು ಅನುವು ಮಾಡಿಕೊಡುತ್ತದೆ. ಈ ನಿಧಿಗಳಲ್ಲಿನ ಮ್ಯೂಚುವಲ್ ಫಂಡ್ ಹೂಡಿಕೆಯ ಅನುಪಾತವು ಮೊದಲೇ ನಿರ್ಧರಿಸಲ್ಪಟ್ಟಿದೆ ಅಥವಾ ಒಂದು ನಿರ್ದಿಷ್ಟ ಅವಧಿಯಲ್ಲಿ ಬದಲಾಗಬಹುದು.
ಹೈಬ್ರಿಡ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳು ಒಂದುಅತ್ಯುತ್ತಮ ಹೂಡಿಕೆ ಯೋಜನೆ ಏಕೆಂದರೆ ಅವರು ಹೂಡಿಕೆದಾರರಿಗೆ ಬಂಡವಾಳದ ಬೆಳವಣಿಗೆಯನ್ನು ಆನಂದಿಸಲು ಅವಕಾಶ ನೀಡುವುದಿಲ್ಲ, ಆದರೆ ನಿಗದಿತ ಮಧ್ಯಂತರದಲ್ಲಿ ಸ್ಥಿರ ಆದಾಯವನ್ನು ಪಡೆಯುತ್ತಾರೆ.
ಸಮತೋಲಿತ ನಿಧಿಗಳು ಕಡಿಮೆ ಬಾಷ್ಪಶೀಲವಾಗಿವೆ. ಅವರು ಈಕ್ವಿಟಿ ಮತ್ತು ಸಾಲ ನಿಧಿಗಳೆರಡರಲ್ಲೂ ಉತ್ತಮವಾದದ್ದನ್ನು ಈಕ್ವಿಟಿ ಘಟಕದ ಮೂಲಕ ಹೆಚ್ಚಿನ ಲಾಭವನ್ನು ಮತ್ತು ಸಾಲ ಘಟಕದ ಮೂಲಕ ಸ್ಥಿರತೆಯನ್ನು ನೀಡುತ್ತಾರೆ.
ಈ ನಿಧಿಗಳು ಬಂಡವಾಳವನ್ನು ಸಮತೋಲನಗೊಳಿಸಲು ಸಹಾಯ ಮಾಡುತ್ತದೆ. ನಿಧಿ ಎರಡೂ ಷೇರುಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಿದಂತೆ ಮತ್ತುಬಾಂಡ್‌ಗಳು, ಹೂಡಿಕೆದಾರರು ಸುಲಭವಾಗಿ ಸಮತೋಲಿತ ಬಂಡವಾಳವನ್ನು ರಚಿಸಬಹುದುಹೂಡಿಕೆ ಸಮತೋಲಿತ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ನಲ್ಲಿ.
ಹೈಬ್ರಿಡ್ ನಿಧಿಗಳು ವೈವಿಧ್ಯೀಕರಣ ಪ್ರಯೋಜನಗಳನ್ನು ಸಹ ಒದಗಿಸುತ್ತದೆ. ವೈವಿಧ್ಯೀಕರಣವು ಸ್ಥಿರವಾದ ಆದಾಯವನ್ನು ಗಳಿಸಲು ಸಹಾಯ ಮಾಡುತ್ತದೆ; ಆದ್ದರಿಂದ ಒಂದು ನಿಧಿಯು ಕಾರ್ಯನಿರ್ವಹಿಸದಿದ್ದರೆ, ಇತರರು ಬಂಡವಾಳವನ್ನು ಸ್ಥಿರಗೊಳಿಸಬಹುದು. ಇದು ಪೋರ್ಟ್ಫೋಲಿಯೊದ ಒಟ್ಟಾರೆ ಅಪಾಯವನ್ನು ಕಡಿಮೆ ಮಾಡುತ್ತದೆ.
ತಾತ್ತ್ವಿಕವಾಗಿ, ಹೈಬ್ರಿಡ್ ಫಂಡ್‌ಗಳು ಹೂಡಿಕೆದಾರರಿಗೆ ಉತ್ತಮ ಹೂಡಿಕೆ ಆಯ್ಕೆಯಾಗಿರಬಹುದುಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಿ. ಈ ನಿಧಿಗಳು ಎರಡೂ ಜಗತ್ತಿನಲ್ಲಿ ಉತ್ತಮವಾದವುಗಳನ್ನು ಹೊಂದಿವೆ: ಇದರ ಅನುಕೂಲಗಳುಷೇರುಗಳು ಸ್ಥಿರ ಆದಾಯ ಹೂಡಿಕೆಯ ಲಾಭಗಳನ್ನು ಪಡೆಯುವಾಗ. ಹೀಗಾಗಿ, ಹೂಡಿಕೆದಾರರು ಮೇಲಿನ ಪಟ್ಟಿ ಮಾಡಲಾದ ಅತ್ಯುತ್ತಮ ಹೈಬ್ರಿಡ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳನ್ನು ಆಯ್ಕೆ ಮಾಡಬಹುದು ಮತ್ತು ಯೋಜನೆಯಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವ ಮೂಲಕ ಉತ್ತಮ ಲಾಭವನ್ನು ಗಳಿಸಬಹುದು.
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ಹೈಬ್ರಿಡ್ ಫಂಡ್‌ಗಳು ಅಥವಾ ಸಮತೋಲಿತ ನಿಧಿಗಳಲ್ಲಿ ಅತ್ಯುತ್ತಮ ನೇರ ಯೋಜನೆಗಳು
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) JM Balanced Fund - Direct Growth ₹145.06
↓ -0.31 ₹578 6 26.5 49.2 24.3 28.4 35.5 Edelweiss Prudent Advantage Fund - Direct Growth ₹71.5
↓ -0.08 ₹2,077 8.5 20.9 35.8 20.7 22.9 27.7 UTI Wealth Builder Fund - Direct Growth ₹80.4676
↓ -0.06 ₹3,460 7.3 17.6 39.6 19.4 18.4 30.2 UTI Balanced Fund - Direct Growth ₹434.639
↓ -0.48 ₹6,189 8.8 21.4 33.6 18.7 21.7 26.2 BNP Paribas Balanced Fund - Direct Growth ₹31.7941
↓ -0.07 ₹1,171 6.7 18 33.7 17 21.2 23 Franklin India Balanced Fund - Direct Growth ₹304.596
↓ -0.10 ₹2,030 6.7 17.5 30.5 16.1 19.7 23.9 Axis Dynamic Equity Fund - Direct Growth ₹22.74 ₹2,523 7.7 17.9 30.3 14.2 15.2 21.5 UTI SPREAD Fund - Direct Growth ₹35.1956
↓ -0.02 ₹6,025 1.7 4 8.2 6.5 5.9 7.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Sep 24
To provide steady current income as well as long term growth of capital. JM Balanced Fund - Direct is a Hybrid - Hybrid Equity fund was launched on 1 Jan 13. It is a fund with Moderately High risk and has given a Below is the key information for JM Balanced Fund - Direct Returns up to 1 year are on The objective of the Scheme is to generate returns through capital appreciation by investing in diversified portfolio of equity and equity-related securities, fixed income instruments and Gold Exchange Traded Funds.
However, there is no assurance that the investment objective of the Scheme will be realized. Edelweiss Prudent Advantage Fund - Direct is a Hybrid - Multi Asset fund was launched on 1 Jan 13. It is a fund with Moderately High risk and has given a Below is the key information for Edelweiss Prudent Advantage Fund - Direct Returns up to 1 year are on The objective of the Scheme is to achieve long term capital appreciation by investing predominantly in a diversified portfolio of equity and equity related instruments along with investments in Gold ETFs and Debt and Money Market Instruments. However, there can be no assurance that the investment objective of the Scheme will be achieved. UTI Wealth Builder Fund - Direct is a Hybrid - Multi Asset fund was launched on 1 Jan 13. It is a fund with Moderately High risk and has given a Below is the key information for UTI Wealth Builder Fund - Direct Returns up to 1 year are on The scheme aims to invest in a portfolio of equity/equity related securities and fixed income securities (debt and money market securities) with a view to generating regular income together with capital appreciation. UTI Balanced Fund - Direct is a Hybrid - Hybrid Equity fund was launched on 1 Jan 13. It is a fund with Moderately High risk and has given a Below is the key information for UTI Balanced Fund - Direct Returns up to 1 year are on The Scheme seeks to generate income and capital appreciation by investing in a diversified portfolio of equity and equity related instruments and fixed income instruments. However, there can be no assurance that the investment objectives of the Scheme will be realized. The Scheme does not guarantee/indicate any returns BNP Paribas Balanced Fund - Direct is a Hybrid - Hybrid Equity fund was launched on 7 Apr 17. It is a fund with Moderately High risk and has given a Below is the key information for BNP Paribas Balanced Fund - Direct Returns up to 1 year are on The fund aims to provide long term capital appreciation and current income by investing in equity and equity related securities and high quality fixed income instruments. Franklin India Balanced Fund - Direct is a Hybrid - Hybrid Equity fund was launched on 1 Jan 13. It is a fund with Moderately High risk and has given a Below is the key information for Franklin India Balanced Fund - Direct Returns up to 1 year are on To generate capital appreciation by investing in a portfolio of equity or equity linked securities while secondary objective is to generate income through investments in debt and money market instruments. It also aims to manage risk through active asset allocation. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns. Axis Dynamic Equity Fund - Direct is a Hybrid - Dynamic Allocation fund was launched on 1 Aug 17. It is a fund with Moderately High risk and has given a Below is the key information for Axis Dynamic Equity Fund - Direct Returns up to 1 year are on The investment objective of the scheme is to provide capital appreciation and dividend distribution through arbitrage opportunities arising out of price differences between the cash and derivative market by investing predominantly in equity and equity-related securities, derivatives and the balance portion in debt securities. However, there can be no assurance that the investment objective of the scheme will be realised. UTI SPREAD Fund - Direct is a Hybrid - Arbitrage fund was launched on 23 Jan 13. It is a fund with Moderately Low risk and has given a Below is the key information for UTI SPREAD Fund - Direct Returns up to 1 year are on 1. JM Balanced Fund - Direct
CAGR/Annualized return of 16.2% since its launch. Return for 2023 was 35.5% , 2022 was 9.1% and 2021 was 23.9% . JM Balanced Fund - Direct
Growth Launch Date 1 Jan 13 NAV (19 Sep 24) ₹145.06 ↓ -0.31 (-0.22 %) Net Assets (Cr) ₹578 on 31 Aug 24 Category Hybrid - Hybrid Equity AMC JM Financial Asset Management Limited Rating Risk Moderately High Expense Ratio 0.69 Sharpe Ratio 3.42 Information Ratio 1.81 Alpha Ratio 18.73 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 31 Aug 19 ₹10,000 31 Aug 20 ₹11,741 31 Aug 21 ₹17,524 31 Aug 22 ₹18,034 31 Aug 23 ₹22,860 31 Aug 24 ₹34,820 Returns for JM Balanced Fund - Direct
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Sep 24 Duration Returns 1 Month 1% 3 Month 6% 6 Month 26.5% 1 Year 49.2% 3 Year 24.3% 5 Year 28.4% 10 Year 15 Year Since launch 16.2% Historical performance (Yearly) on absolute basis
Year Returns 2023 35.5% 2022 9.1% 2021 23.9% 2020 31.5% 2019 -6.8% 2018 2.5% 2017 18.6% 2016 3.8% 2015 1.3% 2014 34.4% Fund Manager information for JM Balanced Fund - Direct
Name Since Tenure Asit Bhandarkar 31 Dec 21 2.58 Yr. Gurvinder Wasan 1 Dec 22 1.67 Yr. Chaitanya Choksi 20 Aug 21 2.95 Yr. Data below for JM Balanced Fund - Direct as on 31 Aug 24
Asset Allocation
Asset Class Value Cash 6.35% Equity 75.88% Debt 17.77% Equity Sector Allocation
Sector Value Consumer Cyclical 13.64% Financial Services 13.41% Industrials 12.33% Technology 12.01% Basic Materials 7.2% Consumer Defensive 6.89% Health Care 6.89% Energy 2.01% Real Estate 1.29% Debt Sector Allocation
Sector Value Government 9.58% Corporate 9.19% Cash Equivalent 5.35% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity 7.1% Govt Stock 2034
Sovereign Bonds | -5% ₹23 Cr 2,300,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | HDFCBANK3% ₹16 Cr 100,000 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 30 Apr 24 | VBL3% ₹14 Cr 90,000
↑ 30,000 7.18% Govt Stock 2037
Sovereign Bonds | -3% ₹14 Cr 1,350,000 REC Ltd (Financial Services)
Equity, Since 30 Nov 22 | 5329553% ₹14 Cr 210,500
↑ 75,000 Tata Motors Ltd Class A (Consumer Cyclical)
Equity, Since 31 Jul 23 | TATAMTRDVR3% ₹13 Cr 167,816
↑ 56,816 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 21 | LT2% ₹11 Cr 30,000
↑ 10,000 Infosys Ltd (Technology)
Equity, Since 30 Nov 20 | INFY2% ₹11 Cr 60,000
↓ -25,000 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5433202% ₹11 Cr 485,000
↑ 300,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | ICICIBANK2% ₹10 Cr 86,000 2. Edelweiss Prudent Advantage Fund - Direct
CAGR/Annualized return of 15.8% since its launch. Return for 2023 was 27.7% , 2022 was 7.4% and 2021 was 29.5% . Edelweiss Prudent Advantage Fund - Direct
Growth Launch Date 1 Jan 13 NAV (19 Sep 24) ₹71.5 ↓ -0.08 (-0.11 %) Net Assets (Cr) ₹2,077 on 31 Aug 24 Category Hybrid - Multi Asset AMC Edelweiss Asset Management Limited Rating Risk Moderately High Expense Ratio 0.38 Sharpe Ratio 3.42 Information Ratio 2.87 Alpha Ratio 7.55 Min Investment 5,000 Min SIP Investment 500 Exit Load NIL Growth of 10,000 investment over the years.
Date Value 31 Aug 19 ₹10,000 31 Aug 20 ₹10,552 31 Aug 21 ₹15,359 31 Aug 22 ₹16,737 31 Aug 23 ₹19,680 31 Aug 24 ₹27,494 Returns for Edelweiss Prudent Advantage Fund - Direct
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Sep 24 Duration Returns 1 Month 2.9% 3 Month 8.5% 6 Month 20.9% 1 Year 35.8% 3 Year 20.7% 5 Year 22.9% 10 Year 15 Year Since launch 15.8% Historical performance (Yearly) on absolute basis
Year Returns 2023 27.7% 2022 7.4% 2021 29.5% 2020 14.5% 2019 12.1% 2018 0.8% 2017 26.8% 2016 0.6% 2015 2.7% 2014 38.9% Fund Manager information for Edelweiss Prudent Advantage Fund - Direct
Name Since Tenure Bhavesh Jain 14 Oct 15 8.89 Yr. Bharat Lahoti 1 Oct 21 2.92 Yr. Rahul Dedhia 1 Jul 24 0.17 Yr. Pranavi Kulkarni 1 Aug 24 0.08 Yr. Data below for Edelweiss Prudent Advantage Fund - Direct as on 31 Aug 24
Asset Allocation
Asset Class Value Cash 11.54% Equity 73.03% Debt 15.43% Equity Sector Allocation
Sector Value Financial Services 19.9% Consumer Cyclical 12.42% Technology 8.37% Health Care 7.9% Industrials 6.35% Energy 4.62% Consumer Defensive 4.24% Utility 3.69% Communication Services 2.94% Basic Materials 2.66% Real Estate 0.62% Debt Sector Allocation
Sector Value Cash Equivalent 11.54% Government 8.49% Corporate 6.93% Securitized 0.01% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 15 | 5321745% ₹113 Cr 922,915 Hdb Financial Services Limited
Debentures | -4% ₹74 Cr 7,500,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 15 | 5001803% ₹72 Cr 441,172
↑ 26,113 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 19 | 5324543% ₹61 Cr 384,375
↑ 34,004 NTPC Ltd (Utilities)
Equity, Since 30 Nov 21 | 5325553% ₹57 Cr 1,371,225 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Oct 19 | SUNPHARMA3% ₹55 Cr 300,846 7.32% Govt Stock 2030
Sovereign Bonds | -2% ₹51 Cr 5,000,000
↑ 5,000,000 7.06% Govt Stock 2028
Sovereign Bonds | -2% ₹50 Cr 5,000,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 20 | 5003252% ₹50 Cr 166,486 Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | TATAMOTORS2% ₹49 Cr 441,450
↑ 441,450 3. UTI Wealth Builder Fund - Direct
CAGR/Annualized return of 11% since its launch. Return for 2023 was 30.2% , 2022 was 5.3% and 2021 was 12.7% . UTI Wealth Builder Fund - Direct
Growth Launch Date 1 Jan 13 NAV (19 Sep 24) ₹80.4676 ↓ -0.06 (-0.08 %) Net Assets (Cr) ₹3,460 on 31 Aug 24 Category Hybrid - Multi Asset AMC UTI Asset Management Company Ltd Rating Risk Moderately High Expense Ratio 0.81 Sharpe Ratio 4.36 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Aug 19 ₹10,000 31 Aug 20 ₹10,892 31 Aug 21 ₹13,276 31 Aug 22 ₹13,678 31 Aug 23 ₹15,996 31 Aug 24 ₹22,818 Returns for UTI Wealth Builder Fund - Direct
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Sep 24 Duration Returns 1 Month 2.2% 3 Month 7.3% 6 Month 17.6% 1 Year 39.6% 3 Year 19.4% 5 Year 18.4% 10 Year 15 Year Since launch 11% Historical performance (Yearly) on absolute basis
Year Returns 2023 30.2% 2022 5.3% 2021 12.7% 2020 14% 2019 4.8% 2018 0.5% 2017 18.2% 2016 8% 2015 -3.1% 2014 23.4% Fund Manager information for UTI Wealth Builder Fund - Direct
Name Since Tenure Sunil Patil 1 Sep 21 3 Yr. Sharwan Kumar Goyal 12 Nov 21 2.8 Yr. Data below for UTI Wealth Builder Fund - Direct as on 31 Aug 24
Asset Allocation
Asset Class Value Cash 21.41% Equity 47.97% Debt 17.92% Other 12.71% Equity Sector Allocation
Sector Value Financial Services 14.74% Consumer Cyclical 12.9% Industrials 7.95% Energy 6.26% Health Care 5.57% Technology 5.49% Consumer Defensive 4.66% Utility 2.97% Basic Materials 2.54% Communication Services 2.13% Real Estate 1.45% Debt Sector Allocation
Sector Value Cash Equivalent 21.41% Government 17.63% Corporate 0.29% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity UTI Gold ETF
- | -13% ₹443 Cr 72,378,955
↑ 17,743,050 7.32% Govt Stock 2030
Sovereign Bonds | -6% ₹205 Cr 2,000,000,000
↑ 200,000,000 7.1% Govt Stock 2034
Sovereign Bonds | -4% ₹152 Cr 1,500,000,000
↑ 350,000,000 Future on HDFC Bank Ltd
Derivatives | -3% -₹113 Cr 690,250
↑ 227,150 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 24 | 5001803% ₹113 Cr 690,250
↑ 227,150 7.23% Govt Stock 2039
Sovereign Bonds | -3% ₹103 Cr 1,000,000,000
↑ 500,000,000 Tata Motors Ltd (Consumer Cyclical)
Equity, Since 31 Jul 23 | TATAMOTORS3% ₹101 Cr 912,194
↑ 475,595 ICICI Bank Ltd (Financial Services)
Equity, Since 29 Feb 24 | 5321743% ₹99 Cr 806,670
↑ 149,980 Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 24 | 5003253% ₹90 Cr 297,044
↑ 97,278 Future on Axis Bank Ltd
Derivatives | -2% -₹80 Cr 680,000 4. UTI Balanced Fund - Direct
CAGR/Annualized return of 14.6% since its launch. Return for 2023 was 26.2% , 2022 was 6.3% and 2021 was 31.3% . UTI Balanced Fund - Direct
Growth Launch Date 1 Jan 13 NAV (19 Sep 24) ₹434.639 ↓ -0.48 (-0.11 %) Net Assets (Cr) ₹6,189 on 31 Aug 24 Category Hybrid - Hybrid Equity AMC UTI Asset Management Company Ltd Rating Risk Moderately High Expense Ratio 1.29 Sharpe Ratio 3.15 Information Ratio 1.97 Alpha Ratio 5.36 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Aug 19 ₹10,000 31 Aug 20 ₹10,363 31 Aug 21 ₹15,380 31 Aug 22 ₹16,492 31 Aug 23 ₹19,140 31 Aug 24 ₹26,224 Returns for UTI Balanced Fund - Direct
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Sep 24 Duration Returns 1 Month 3.1% 3 Month 8.8% 6 Month 21.4% 1 Year 33.6% 3 Year 18.7% 5 Year 21.7% 10 Year 15 Year Since launch 14.6% Historical performance (Yearly) on absolute basis
Year Returns 2023 26.2% 2022 6.3% 2021 31.3% 2020 14.1% 2019 3.1% 2018 -4.9% 2017 26.6% 2016 9.4% 2015 2.8% 2014 33.2% Fund Manager information for UTI Balanced Fund - Direct
Name Since Tenure V Srivatsa 24 Sep 09 14.95 Yr. Sunil Patil 5 Feb 18 6.57 Yr. Data below for UTI Balanced Fund - Direct as on 31 Aug 24
Asset Allocation
Asset Class Value Cash 3.05% Equity 70.61% Debt 26.34% Equity Sector Allocation
Sector Value Financial Services 22.92% Consumer Cyclical 8.22% Technology 8.01% Health Care 5.42% Basic Materials 5.29% Consumer Defensive 5.11% Industrials 4.63% Communication Services 4.07% Energy 3.16% Utility 2.25% Real Estate 1.1% Debt Sector Allocation
Sector Value Government 21.22% Corporate 5.12% Cash Equivalent 3.05% Credit Quality
Rating Value AA 2.35% AAA 97.65% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 29 Feb 20 | 5001806% ₹383 Cr 2,341,646
↑ 45,784 7.18% Govt Stock 2037
Sovereign Bonds | -5% ₹332 Cr 3,250,000,000
↑ 250,000,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 10 | 5321745% ₹299 Cr 2,433,077 Infosys Ltd (Technology)
Equity, Since 31 Mar 06 | 5002094% ₹238 Cr 1,222,682
↑ 22,556 7.23% Govt Stock 2039
Sovereign Bonds | -4% ₹231 Cr 2,250,000,000
↑ 300,600,000 ITC Ltd (Consumer Defensive)
Equity, Since 31 Aug 06 | 5008753% ₹213 Cr 4,242,150 7.1% Govt Stock 2034
Sovereign Bonds | -3% ₹208 Cr 2,050,000,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Dec 19 | 5003253% ₹195 Cr 646,756 7.41% Govt Stock 2036
Sovereign Bonds | -2% ₹130 Cr 1,250,000,000 7.32% Govt Stock 2030
Sovereign Bonds | -2% ₹123 Cr 1,200,000,000 5. BNP Paribas Balanced Fund - Direct
CAGR/Annualized return of 16.8% since its launch. Return for 2023 was 23% , 2022 was 6.1% and 2021 was 24.3% . BNP Paribas Balanced Fund - Direct
Growth Launch Date 7 Apr 17 NAV (19 Sep 24) ₹31.7941 ↓ -0.07 (-0.22 %) Net Assets (Cr) ₹1,171 on 31 Aug 24 Category Hybrid - Hybrid Equity AMC BNP Paribas Asset Mgmt India Pvt. Ltd Rating Risk Moderately High Expense Ratio 0.6 Sharpe Ratio 3.69 Information Ratio 1.39 Alpha Ratio 8.47 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 31 Aug 19 ₹10,000 31 Aug 20 ₹11,124 31 Aug 21 ₹15,859 31 Aug 22 ₹16,533 31 Aug 23 ₹18,754 31 Aug 24 ₹25,702 Returns for BNP Paribas Balanced Fund - Direct
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Sep 24 Duration Returns 1 Month 2.6% 3 Month 6.7% 6 Month 18% 1 Year 33.7% 3 Year 17% 5 Year 21.2% 10 Year 15 Year Since launch 16.8% Historical performance (Yearly) on absolute basis
Year Returns 2023 23% 2022 6.1% 2021 24.3% 2020 16.8% 2019 18% 2018 2% 2017 2016 2015 2014 Fund Manager information for BNP Paribas Balanced Fund - Direct
Name Since Tenure Prashant Pimple 10 Jul 24 0.14 Yr. Jitendra Sriram 16 Jun 22 2.21 Yr. Vikram Pamnani 10 Jul 24 0.14 Yr. Pratish Krishnan 14 Mar 22 2.47 Yr. Miten Vora 1 Dec 22 1.75 Yr. Data below for BNP Paribas Balanced Fund - Direct as on 31 Aug 24
Asset Allocation
Asset Class Value Cash 6.36% Equity 72.78% Debt 20.86% Equity Sector Allocation
Sector Value Financial Services 18.54% Consumer Cyclical 13.14% Industrials 12.38% Technology 9.67% Energy 8.61% Consumer Defensive 4.37% Communication Services 1.88% Health Care 1.4% Basic Materials 0.85% Utility 0.71% Debt Sector Allocation
Sector Value Government 10.46% Corporate 10.2% Cash Equivalent 6.1% Securitized 0.45% Credit Quality
Rating Value AA 22.53% AAA 77.47% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 17 | 5001805% ₹63 Cr 387,000 Reliance Industries Ltd (Energy)
Equity, Since 31 May 21 | 5003255% ₹62 Cr 207,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Apr 17 | 5321745% ₹62 Cr 504,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 21 | 5005104% ₹50 Cr 135,000
↓ -9,000 7.34% Govt Stock 2064
Sovereign Bonds | -4% ₹42 Cr 4,000,000
↑ 4,000,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Mar 20 | TCS4% ₹41 Cr 90,000 ITC Ltd (Consumer Defensive)
Equity, Since 30 Sep 21 | 5008753% ₹36 Cr 727,000 Trent Ltd (Consumer Cyclical)
Equity, Since 28 Feb 21 | TRENT3% ₹35 Cr 49,050
↓ -450 Tata Motors Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | TATAMOTORS3% ₹30 Cr 270,000 Infosys Ltd (Technology)
Equity, Since 30 Apr 17 | 5002092% ₹28 Cr 144,000 6. Franklin India Balanced Fund - Direct
CAGR/Annualized return of 15.7% since its launch. Return for 2023 was 23.9% , 2022 was 5.8% and 2021 was 25% . Franklin India Balanced Fund - Direct
Growth Launch Date 1 Jan 13 NAV (19 Sep 24) ₹304.596 ↓ -0.10 (-0.03 %) Net Assets (Cr) ₹2,030 on 31 Aug 24 Category Hybrid - Hybrid Equity AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating Risk Moderately High Expense Ratio 1.05 Sharpe Ratio 2.95 Information Ratio 1.07 Alpha Ratio 3.37 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Aug 19 ₹10,000 31 Aug 20 ₹10,478 31 Aug 21 ₹15,370 31 Aug 22 ₹15,921 31 Aug 23 ₹18,211 31 Aug 24 ₹24,437 Returns for Franklin India Balanced Fund - Direct
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Sep 24 Duration Returns 1 Month 2.3% 3 Month 6.7% 6 Month 17.5% 1 Year 30.5% 3 Year 16.1% 5 Year 19.7% 10 Year 15 Year Since launch 15.7% Historical performance (Yearly) on absolute basis
Year Returns 2023 23.9% 2022 5.8% 2021 25% 2020 14.8% 2019 9.1% 2018 -0.4% 2017 22.8% 2016 9.2% 2015 6.1% 2014 47.9% Fund Manager information for Franklin India Balanced Fund - Direct
Name Since Tenure Anuj Tagra 7 Mar 24 0.49 Yr. Chandni Gupta 7 Mar 24 0.49 Yr. Varun Sharma 1 Sep 23 1 Yr. Sandeep Manam 18 Oct 21 2.87 Yr. Rajasa Kakulavarapu 6 Sep 21 2.99 Yr. Data below for Franklin India Balanced Fund - Direct as on 31 Aug 24
Asset Allocation
Asset Class Value Cash 2.11% Equity 68.32% Debt 28.53% Equity Sector Allocation
Sector Value Financial Services 19.86% Consumer Cyclical 11.17% Industrials 8.3% Technology 6.67% Health Care 4.63% Communication Services 4.44% Energy 3.48% Basic Materials 3.22% Utility 2.81% Consumer Defensive 2.62% Real Estate 0.67% Debt Sector Allocation
Sector Value Corporate 22.46% Government 7.11% Cash Equivalent 2.11% Credit Quality
Rating Value AA 9.76% AAA 90.24% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 07 | 5001806% ₹116 Cr 710,000
↑ 35,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 5321745% ₹98 Cr 794,000 National Bank For Agriculture And Rural Development
Debentures | -4% ₹75 Cr 7,500 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | 5002094% ₹72 Cr 370,600
↓ -7,400 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 19 | 5005103% ₹64 Cr 174,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 05 | 5324543% ₹56 Cr 353,000 Bajaj Finance Limited
Debentures | -3% ₹52 Cr 5,000 ICICI Home Finance Company Limited
Debentures | -3% ₹52 Cr 5,000 LIC Housing Finance Ltd. 7.835%
Debentures | -3% ₹51 Cr 5,000 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | 5003252% ₹49 Cr 162,400 7. Axis Dynamic Equity Fund - Direct
CAGR/Annualized return of 12.2% since its launch. Return for 2023 was 21.5% , 2022 was 0.9% and 2021 was 17.2% . Axis Dynamic Equity Fund - Direct
Growth Launch Date 1 Aug 17 NAV (19 Sep 24) ₹22.74 Net Assets (Cr) ₹2,523 on 31 Aug 24 Category Hybrid - Dynamic Allocation AMC Axis Asset Management Company Limited Rating Risk Moderately High Expense Ratio 0.81 Sharpe Ratio 3.22 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Aug 19 ₹10,000 31 Aug 20 ₹10,388 31 Aug 21 ₹13,319 31 Aug 22 ₹13,672 31 Aug 23 ₹15,031 31 Aug 24 ₹19,859 Returns for Axis Dynamic Equity Fund - Direct
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Sep 24 Duration Returns 1 Month 3.5% 3 Month 7.7% 6 Month 17.9% 1 Year 30.3% 3 Year 14.2% 5 Year 15.2% 10 Year 15 Year Since launch 12.2% Historical performance (Yearly) on absolute basis
Year Returns 2023 21.5% 2022 0.9% 2021 17.2% 2020 11.4% 2019 7.5% 2018 4.5% 2017 2016 2015 2014 Fund Manager information for Axis Dynamic Equity Fund - Direct
Name Since Tenure Devang Shah 5 Apr 24 0.41 Yr. Ashish Naik 1 Mar 23 1.5 Yr. Hardik Shah 31 Jan 22 2.58 Yr. Jayesh Sundar 28 Sep 23 0.93 Yr. Data below for Axis Dynamic Equity Fund - Direct as on 31 Aug 24
Asset Allocation
Asset Class Value Cash 16.54% Equity 61.02% Debt 22.44% Equity Sector Allocation
Sector Value Financial Services 23.08% Technology 7.5% Energy 6.69% Health Care 6.43% Industrials 6.37% Consumer Cyclical 5.45% Basic Materials 4.72% Consumer Defensive 4.17% Communication Services 2.96% Utility 2.27% Real Estate 0.47% Debt Sector Allocation
Sector Value Cash Equivalent 16.35% Government 14.25% Corporate 8.38% Credit Quality
Rating Value A 3.17% AA 19.65% AAA 77.18% Top Securities Holdings / Portfolio
Name Holding Value Quantity 7.25% Govt Stock 2063
Sovereign Bonds | -7% ₹185 Cr 18,000,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 17 | 5001805% ₹137 Cr 834,722 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 5321745% ₹128 Cr 1,039,851 Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 17 | 5003254% ₹113 Cr 375,281 Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | 5002094% ₹112 Cr 576,724 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Aug 21 | SUNPHARMA3% ₹64 Cr 350,109 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jul 20 | M&M2% ₹61 Cr 218,877 Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Aug 17 | 5000342% ₹58 Cr 80,944 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 22 | 5324542% ₹58 Cr 362,000 7.18% Govt Stock 2037
Sovereign Bonds | -2% ₹54 Cr 5,300,000
↓ -1,500,000 8. UTI SPREAD Fund - Direct
CAGR/Annualized return of 6.7% since its launch. Return for 2023 was 7.8% , 2022 was 4.6% and 2021 was 4.5% . UTI SPREAD Fund - Direct
Growth Launch Date 23 Jan 13 NAV (19 Sep 24) ₹35.1956 ↓ -0.02 (-0.06 %) Net Assets (Cr) ₹6,025 on 31 Aug 24 Category Hybrid - Arbitrage AMC UTI Asset Management Company Ltd Rating Risk Moderately Low Expense Ratio 0.3 Sharpe Ratio 3.24 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-30 Days (0.5%),30 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Aug 19 ₹10,000 31 Aug 20 ₹10,533 31 Aug 21 ₹11,030 31 Aug 22 ₹11,450 31 Aug 23 ₹12,276 31 Aug 24 ₹13,290 Returns for UTI SPREAD Fund - Direct
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Sep 24 Duration Returns 1 Month 0.6% 3 Month 1.7% 6 Month 4% 1 Year 8.2% 3 Year 6.5% 5 Year 5.9% 10 Year 15 Year Since launch 6.7% Historical performance (Yearly) on absolute basis
Year Returns 2023 7.8% 2022 4.6% 2021 4.5% 2020 5% 2019 6.7% 2018 6.7% 2017 6.2% 2016 7% 2015 8.2% 2014 8.5% Fund Manager information for UTI SPREAD Fund - Direct
Name Since Tenure Amit Sharma 2 Jul 18 6.17 Yr. Sharwan Kumar Goyal 1 Jan 21 3.67 Yr. Data below for UTI SPREAD Fund - Direct as on 31 Aug 24
Asset Allocation
Asset Class Value Cash 95.3% Debt 5.03% Other 0.04% Equity Sector Allocation
Sector Value Financial Services 22.28% Industrials 10.01% Basic Materials 7.35% Health Care 5.37% Technology 4.29% Energy 4.27% Consumer Defensive 4.16% Communication Services 3.99% Consumer Cyclical 3.11% Real Estate 2.18% Utility 1.59% Debt Sector Allocation
Sector Value Cash Equivalent 89.4% Corporate 9.81% Government 1.13% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity UTI Money Market Dir Gr
Investment Fund | -15% ₹929 Cr 3,173,930
↑ 343,052 Future on HDFC Bank Ltd
Derivatives | -6% -₹348 Cr 2,116,950
↓ -85,250 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | 5001806% ₹347 Cr 2,116,950
↓ -85,250 Future on Vedanta Ltd
Derivatives | -3% -₹182 Cr 3,861,700
↓ -16,100 Vedanta Ltd (Basic Materials)
Equity, Since 30 Sep 23 | VEDL3% ₹181 Cr 3,861,700
↓ -16,100 Future on Bank of Baroda
Derivatives | -3% -₹154 Cr 6,107,400
↑ 564,525 Bank of Baroda (Financial Services)
Equity, Since 31 May 23 | 5321343% ₹153 Cr 6,107,400
↑ 564,525 Future on ITC Ltd
Derivatives | -3% -₹152 Cr 3,016,000
↑ 179,200 ITC Ltd (Consumer Defensive)
Equity, Since 30 Nov 23 | 5008753% ₹151 Cr 3,016,000
↑ 179,200 Future on Bajaj Finance Ltd
Derivatives | -2% -₹134 Cr 185,125
↑ 15,625
ಇಲ್ಲಿ ಒದಗಿಸಲಾದ ಮಾಹಿತಿಯು ನಿಖರವಾಗಿದೆ ಎಂದು ಖಚಿತಪಡಿಸಿಕೊಳ್ಳಲು ಎಲ್ಲಾ ಪ್ರಯತ್ನಗಳನ್ನು ಮಾಡಲಾಗಿದೆ. ಆದಾಗ್ಯೂ, ಡೇಟಾದ ಸರಿಯಾದ ಬಗ್ಗೆ ಯಾವುದೇ ಭರವಸೆಗಳನ್ನು ನೀಡಲಾಗುವುದಿಲ್ಲ. ಯಾವುದೇ ಹೂಡಿಕೆ ಮಾಡುವ ಮೊದಲು ದಯವಿಟ್ಟು ಸ್ಕೀಮ್ ಮಾಹಿತಿ ದಾಖಲೆಯೊಂದಿಗೆ ಪರಿಶೀಲಿಸಿ.
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