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2022 ರಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು 8 ಅತ್ಯುತ್ತಮ ಡೈನಾಮಿಕ್ ಆಸ್ತಿ ಹಂಚಿಕೆ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳು | Fincash.com

ಫಿನ್ಕಾಶ್ »ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು »ಅತ್ಯುತ್ತಮ ಡೈನಾಮಿಕ್ ಆಸ್ತಿ ಹಂಚಿಕೆ ನಿಧಿಗಳು

2022 ರಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು 8 ಅತ್ಯುತ್ತಮ ಡೈನಾಮಿಕ್ ಆಸ್ತಿ ಹಂಚಿಕೆ ನಿಧಿಗಳು

Updated on November 4, 2024 , 35372 views

ಸಾಲ ಅಥವಾ ಈಕ್ವಿಟಿಯಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಬೇಕೆ ಎಂಬ ಗೊಂದಲದಲ್ಲಿರುವ ಹೂಡಿಕೆದಾರರು, ಡೈನಾಮಿಕ್‌ನಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು ಸುಲಭವಾದ ಮಾರ್ಗವಾಗಿದೆಆಸ್ತಿ ಹಂಚಿಕೆ (DAA) ನಿಧಿ. ಈ ನಿಧಿಗಳು ಇಕ್ವಿಟಿ ಮತ್ತು ಸಾಲ ಸಾಧನಗಳಲ್ಲಿ ತಮ್ಮ ಹೂಡಿಕೆಗಳನ್ನು ಕ್ರಿಯಾತ್ಮಕವಾಗಿ ನಿರ್ವಹಿಸುತ್ತವೆ. ಈ ನಿಧಿಯು ಹೈಬ್ರಿಡ್ ವರ್ಗದ ಅಡಿಯಲ್ಲಿ ಬರುತ್ತದೆಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು. ಹೂಡಿಕೆದಾರರು ತಮ್ಮ ಅಪಾಯ-ಹಸಿವಿನ ಬಗ್ಗೆ ಗೊಂದಲಕ್ಕೊಳಗಾಗಿದ್ದಾರೆ ಅಥವಾ ಪೋರ್ಟ್‌ಫೋಲಿಯೊ ಹಂಚಿಕೆಯ ಬಗ್ಗೆ ಹೆಚ್ಚಿನದನ್ನು ಹೊಂದಿಲ್ಲದಿದ್ದರೆ ಡೈನಾಮಿಕ್ ಆಸ್ತಿ ಹಂಚಿಕೆ ನಿಧಿಗಳನ್ನು ಕಂಡುಹಿಡಿಯಬಹುದು.

ಡೈನಾಮಿಕ್ ಆಸ್ತಿ ಹಂಚಿಕೆ ನಿಧಿಗಳು ಯಾವುವು?

ಡೈನಾಮಿಕ್ ಆಸ್ತಿ ಹಂಚಿಕೆ ನಿಧಿಗಳು ಪೂರ್ವ-ನಿರ್ಧರಿತ ಆಧಾರದ ಮೇಲೆ ಸಾಲ ಮತ್ತು ಇಕ್ವಿಟಿ ಉಪಕರಣಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುತ್ತವೆಮಾರುಕಟ್ಟೆ PE ಅನುಪಾತದಂತಹ ಸೂಚಕಗಳು. ಪಿಇ ಅನುಪಾತವು ಬೆಲೆಯಾಗಿದೆಗಳಿಕೆ, ಇದು ಹೂಡಿಕೆದಾರರು ಬಳಸುವ ಅತ್ಯಂತ ಪ್ರಾಥಮಿಕ ಮೌಲ್ಯಮಾಪನ ಸಾಧನವಾಗಿದೆ. ಕ್ರಿಯಾತ್ಮಕ ಆಸ್ತಿ ಹಂಚಿಕೆಯಲ್ಲಿ, S&P BSE 100 ನಂತಹ ವಿಶಾಲವಾದ ಸೂಚ್ಯಂಕದ PE ಅನುಪಾತವು ಒಂದು ನಿರ್ದಿಷ್ಟ ಮಟ್ಟಕ್ಕಿಂತ ಹೆಚ್ಚಾದರೆ, ಯೋಜನೆಯು ತನ್ನ ಇಕ್ವಿಟಿ ಪೋರ್ಟ್‌ಫೋಲಿಯೊದ ಒಂದು ಭಾಗವನ್ನು ಮಾರಾಟ ಮಾಡುತ್ತದೆ ಮತ್ತು ಸಾಲ ಭದ್ರತೆಗಳಲ್ಲಿ ಅದರ ಹೂಡಿಕೆಯ ಭಾಗವನ್ನು ಹೆಚ್ಚಿಸುತ್ತದೆ.

ಅದೇ ರೀತಿ, ಈಕ್ವಿಟಿ ಮಾರುಕಟ್ಟೆ ಸುಧಾರಿಸಿದಾಗ ಮತ್ತು ಪಿಇ ಅನುಪಾತವು ಪೂರ್ವ-ನಿರ್ಧರಿತ ಮಟ್ಟಕ್ಕೆ ಬಂದಾಗ, ಡೈನಾಮಿಕ್ ಆಸ್ತಿ ಹಂಚಿಕೆಯು ಮತ್ತೆ ಇಕ್ವಿಟಿ ಉಪಕರಣಗಳಿಗೆ ಅದರ ಮಾನ್ಯತೆಯನ್ನು ಹೆಚ್ಚಿಸುತ್ತದೆ ಮತ್ತು ಸಾಲ ಹೂಡಿಕೆಗಳ ಭಾಗವನ್ನು ಕಡಿಮೆ ಮಾಡುತ್ತದೆ. ಈ ಕಾರ್ಯತಂತ್ರದ ಕಾರಣದಿಂದಾಗಿ, ಈ ಹಣವನ್ನು ಬಾಷ್ಪಶೀಲ ಸಮಯಗಳಿಗೆ ಅತ್ಯುತ್ತಮ ಹೂಡಿಕೆ ಎಂದು ಪರಿಗಣಿಸಲಾಗುತ್ತದೆ.

ಈ ನಿಧಿಗಳ ಪ್ರಮುಖ ಪ್ರಯೋಜನವೆಂದರೆ ಅವರು ಅಪಾಯವನ್ನು ಚೆನ್ನಾಗಿ ನಿರ್ವಹಿಸುತ್ತಾರೆ. ಅಪಾಯವನ್ನು ಕಡಿಮೆ ಮಾಡಲು, ಅವರು ಈಕ್ವಿಟಿ ಮತ್ತು ಸಾಲದಂತಹ ವಿವಿಧ ಸ್ವತ್ತುಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುತ್ತಾರೆ. ಡೈನಾಮಿಕ್ ಆಸ್ತಿ ಹಂಚಿಕೆ ನಿಧಿಗಳನ್ನು ಶುದ್ಧ ಸಾಲ ಅಥವಾ ಇಕ್ವಿಟಿ ಯೋಜನೆಗಳಿಂದ ಅನನ್ಯವಾಗಿಸುತ್ತದೆ ಎಂದರೆ ಅವುಗಳು ನಿರ್ದಿಷ್ಟ ಆಸ್ತಿ ವರ್ಗದಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವುದನ್ನು ಕಡ್ಡಾಯಗೊಳಿಸಲಾಗಿಲ್ಲ, ಅವರು ಮಾರುಕಟ್ಟೆ ಸನ್ನಿವೇಶದ ಪ್ರಕಾರ ತಮ್ಮ ಪೋರ್ಟ್‌ಫೋಲಿಯೊವನ್ನು ಸಕ್ರಿಯವಾಗಿ ಮರುಸಮತೋಲನ ಮಾಡಬಹುದು.

FY 22 - 23 ಹೂಡಿಕೆ ಮಾಡಲು ಟಾಪ್ 8 ಅತ್ಯುತ್ತಮ ಕಾರ್ಯಕ್ಷಮತೆಯ ಡೈನಾಮಿಕ್ ಆಸ್ತಿ ಹಂಚಿಕೆ ನಿಧಿಗಳು

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
HDFC Balanced Advantage Fund Growth ₹505.595
↑ 3.31
₹96,5361.58.531.821.220.231.3
ICICI Prudential Balanced Advantage Fund Growth ₹69.86
↑ 0.35
₹62,0511.77.720.312.213.216.5
Axis Dynamic Equity Fund Growth ₹20.45
↑ 0.16
₹2,5774.412.62912.212.620
Invesco India Dynamic Equity Fund Growth ₹52.79
↑ 0.40
₹8893.28.925.512.211.920.1
Nippon India Balanced Advantage Fund Growth ₹170.662
↑ 1.22
₹8,9501.57.723.111.712.917.5
Motilal Oswal Dynamic Fund Growth ₹21.8564
↑ 0.22
₹1,3162.412.318.311.410.924.1
Edelweiss Balanced Advantage Fund Growth ₹49.82
↑ 0.42
₹12,69026.723.911.315.118.8
Aditya Birla Sun Life Balanced Advantage Fund Growth ₹101.17
↑ 0.52
₹7,7012.38.922.21112.916.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Nov 24
*ಆಧಾರಿತ ನಿಧಿಗಳ ಪಟ್ಟಿಆಸ್ತಿ> = 200 ಕೋಟಿ & ವಿಂಗಡಿಸಲಾಗಿದೆ3 ವರ್ಷಸಿಎಜಿಆರ್ ಹಿಂತಿರುಗಿ.

1. HDFC Balanced Advantage Fund

(Erstwhile HDFC Growth Fund and HDFC Prudence Fund)

Aims to generate long term capital appreciation from a portfolio that is invested predominantly in equity and equity related instruments.

HDFC Balanced Advantage Fund is a Hybrid - Dynamic Allocation fund was launched on 11 Sep 00. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.5% since its launch.  Ranked 23 in Dynamic Allocation category.  Return for 2023 was 31.3% , 2022 was 18.8% and 2021 was 26.4% .

Below is the key information for HDFC Balanced Advantage Fund

HDFC Balanced Advantage Fund
Growth
Launch Date 11 Sep 00
NAV (06 Nov 24) ₹505.595 ↑ 3.31   (0.66 %)
Net Assets (Cr) ₹96,536 on 30 Sep 24
Category Hybrid - Dynamic Allocation
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.43
Sharpe Ratio 2.75
Information Ratio 0
Alpha Ratio 0
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.

DateValue
31 Oct 19₹10,000
31 Oct 20₹8,901
31 Oct 21₹14,022
31 Oct 22₹15,913
31 Oct 23₹18,913
31 Oct 24₹25,111

HDFC Balanced Advantage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644
Invest Now

Returns for HDFC Balanced Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Nov 24

DurationReturns
1 Month -0.4%
3 Month 1.5%
6 Month 8.5%
1 Year 31.8%
3 Year 21.2%
5 Year 20.2%
10 Year
15 Year
Since launch 18.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 31.3%
2022 18.8%
2021 26.4%
2020 7.6%
2019 6.9%
2018 -3.1%
2017 27.9%
2016 9.4%
2015 0.3%
2014 51.8%
Fund Manager information for HDFC Balanced Advantage Fund
NameSinceTenure
Anil Bamboli29 Jul 222.18 Yr.
Gopal Agrawal29 Jul 222.18 Yr.
Arun Agarwal6 Oct 221.99 Yr.
Srinivasan Ramamurthy29 Jul 222.18 Yr.
Nirman Morakhia15 Feb 231.63 Yr.
Dhruv Muchhal22 Jun 231.28 Yr.

Data below for HDFC Balanced Advantage Fund as on 30 Sep 24

Asset Allocation
Asset ClassValue
Cash19.39%
Equity50.78%
Debt29.83%
Equity Sector Allocation
SectorValue
Financial Services22.26%
Industrials9.44%
Energy7.88%
Utility5.23%
Technology4.45%
Health Care4.12%
Consumer Cyclical3.85%
Consumer Defensive2.96%
Communication Services2.57%
Basic Materials1.97%
Real Estate1.33%
Debt Sector Allocation
SectorValue
Cash Equivalent19.39%
Government17.27%
Corporate12.56%
Credit Quality
RatingValue
AA1.7%
AAA98.3%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 22 | HDFCBANK
6%₹6,160 Cr35,564,751
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
4%₹3,537 Cr27,787,724
NTPC Ltd (Utilities)
Equity, Since 31 Aug 16 | 532555
3%₹3,140 Cr70,855,915
↓ -1,000,000
State Bank of India (Financial Services)
Equity, Since 31 May 07 | SBIN
3%₹3,109 Cr39,455,000
↑ 722,250
Coal India Ltd (Energy)
Equity, Since 31 Jan 18 | COALINDIA
3%₹2,922 Cr57,282,114
7.38% Govt Stock 2027
Sovereign Bonds | -
3%₹2,773 Cr272,581,800
Infosys Ltd (Technology)
Equity, Since 31 Oct 09 | INFY
3%₹2,497 Cr13,314,298
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 12 | LT
2%₹2,379 Cr6,473,583
07.18 Goi 2033
Sovereign Bonds | -
2%₹2,348 Cr228,533,300
ITC Ltd (Consumer Defensive)
Equity, Since 30 Apr 18 | ITC
2%₹2,278 Cr43,955,326
↑ 1,171,200

2. ICICI Prudential Balanced Advantage Fund

The fund objective is to seek low volatility returns by using arbitrage and other derivative strategies in equity markets and investments in short-term debt portfolio.The fund invests in equity with usage of derivatives.

ICICI Prudential Balanced Advantage Fund is a Hybrid - Dynamic Allocation fund was launched on 30 Dec 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.5% since its launch.  Ranked 18 in Dynamic Allocation category.  Return for 2023 was 16.5% , 2022 was 7.9% and 2021 was 15.1% .

Below is the key information for ICICI Prudential Balanced Advantage Fund

ICICI Prudential Balanced Advantage Fund
Growth
Launch Date 30 Dec 06
NAV (06 Nov 24) ₹69.86 ↑ 0.35   (0.50 %)
Net Assets (Cr) ₹62,051 on 30 Sep 24
Category Hybrid - Dynamic Allocation
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.59
Sharpe Ratio 3.21
Information Ratio 0
Alpha Ratio 0
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.

DateValue
31 Oct 19₹10,000
31 Oct 20₹10,251
31 Oct 21₹13,106
31 Oct 22₹14,033
31 Oct 23₹15,332
31 Oct 24₹18,556

ICICI Prudential Balanced Advantage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for ICICI Prudential Balanced Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Nov 24

DurationReturns
1 Month -1%
3 Month 1.7%
6 Month 7.7%
1 Year 20.3%
3 Year 12.2%
5 Year 13.2%
10 Year
15 Year
Since launch 11.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023 16.5%
2022 7.9%
2021 15.1%
2020 11.7%
2019 10.8%
2018 2.4%
2017 19%
2016 7.3%
2015 6.7%
2014 29%
Fund Manager information for ICICI Prudential Balanced Advantage Fund
NameSinceTenure
Sankaran Naren14 Jul 177.22 Yr.
Rajat Chandak7 Sep 159.07 Yr.
Manish Banthia18 Nov 0914.88 Yr.
Ihab Dalwai29 Jan 186.68 Yr.
Akhil Kakkar22 Jan 240.69 Yr.
Sri Sharma30 Apr 213.42 Yr.
Sharmila D’mello31 Jul 222.17 Yr.

Data below for ICICI Prudential Balanced Advantage Fund as on 30 Sep 24

Asset Allocation
Asset ClassValue
Cash36.11%
Equity47.11%
Debt16.41%
Equity Sector Allocation
SectorValue
Financial Services17.84%
Consumer Cyclical14.33%
Consumer Defensive7%
Technology6.23%
Industrials5.75%
Basic Materials5.09%
Energy3.36%
Health Care3.08%
Utility2.51%
Communication Services1.88%
Real Estate0.37%
Debt Sector Allocation
SectorValue
Cash Equivalent34.43%
Corporate9.2%
Government6.67%
Securitized2.59%
Credit Quality
RatingValue
A3.98%
AA28.44%
AAA67.58%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Nifty 50 Index
Derivatives | -
8%-₹5,016 Cr1,930,000
↑ 1,930,000
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 16 | 532343
5%₹3,063 Cr10,787,443
↓ -50,239
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | ICICIBANK
4%₹2,645 Cr20,775,205
↓ -1,619,800
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Apr 16 | MARUTI
4%₹2,377 Cr1,795,308
↓ -342,721
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | HDFCBANK
4%₹2,320 Cr13,394,287
↓ -282,700
Infosys Ltd (Technology)
Equity, Since 31 Dec 08 | INFY
3%₹1,954 Cr10,419,568
ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 13 | ITC
3%₹1,677 Cr32,372,717
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
2%₹1,527 Cr4,153,549
↓ -379,500
8% Govt Stock 2034
Sovereign Bonds | -
2%₹1,509 Cr149,643,240
Embassy Office Parks Reit
Unlisted bonds | -
2%₹1,447 Cr37,107,913
↓ -1,000,000

3. Axis Dynamic Equity Fund

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 is a Hybrid - Dynamic Allocation fund was launched on 1 Aug 17. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.3% since its launch.  Return for 2023 was 20% , 2022 was -0.4% and 2021 was 15.7% .

Below is the key information for Axis Dynamic Equity Fund

Axis Dynamic Equity Fund
Growth
Launch Date 1 Aug 17
NAV (06 Nov 24) ₹20.45 ↑ 0.16   (0.79 %)
Net Assets (Cr) ₹2,577 on 30 Sep 24
Category Hybrid - Dynamic Allocation
AMC Axis Asset Management Company Limited
Rating Not Rated
Risk Moderately High
Expense Ratio 2.05
Sharpe Ratio 3.21
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.

DateValue
31 Oct 19₹10,000
31 Oct 20₹10,230
31 Oct 21₹12,732
31 Oct 22₹12,776
31 Oct 23₹13,828
31 Oct 24₹17,896

Axis Dynamic Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for Axis Dynamic Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Nov 24

DurationReturns
1 Month -0.1%
3 Month 4.4%
6 Month 12.6%
1 Year 29%
3 Year 12.2%
5 Year 12.6%
10 Year
15 Year
Since launch 10.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 20%
2022 -0.4%
2021 15.7%
2020 10.1%
2019 5.9%
2018 2.7%
2017
2016
2015
2014
Fund Manager information for Axis Dynamic Equity Fund
NameSinceTenure
Devang Shah5 Apr 240.49 Yr.
Ashish Naik1 Mar 231.59 Yr.
Hardik Shah31 Jan 222.67 Yr.
Jayesh Sundar28 Sep 231.01 Yr.

Data below for Axis Dynamic Equity Fund as on 30 Sep 24

Asset Allocation
Asset ClassValue
Cash18.15%
Equity59.65%
Debt22.2%
Equity Sector Allocation
SectorValue
Financial Services21.87%
Technology7.56%
Consumer Cyclical6.8%
Energy6.47%
Health Care6.43%
Industrials6.32%
Basic Materials5.07%
Consumer Defensive3.49%
Communication Services3.16%
Utility2.34%
Real Estate0.54%
Debt Sector Allocation
SectorValue
Cash Equivalent17.96%
Government14.18%
Corporate8.22%
Credit Quality
RatingValue
A3.17%
AA19.65%
AAA77.18%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
7.25% Govt Stock 2063
Sovereign Bonds | -
7%₹188 Cr18,000,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 17 | HDFCBANK
6%₹152 Cr877,072
↑ 42,350
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 17 | RELIANCE
4%₹113 Cr381,031
↑ 5,750
Infosys Ltd (Technology)
Equity, Since 31 Dec 17 | INFY
4%₹108 Cr576,724
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | ICICIBANK
4%₹98 Cr771,051
↓ -268,800
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jul 20 | M&M
3%₹85 Cr275,577
↑ 56,700
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 22 | BHARTIARTL
2%₹63 Cr371,040
↑ 9,040
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 31 Aug 21 | SUNPHARMA
2%₹63 Cr326,675
↓ -23,434
Bajaj Finance Ltd (Financial Services)
Equity, Since 31 Aug 17 | 500034
2%₹62 Cr80,944
NTPC Ltd (Utilities)
Equity, Since 30 Nov 23 | 532555
2%₹56 Cr1,264,000

4. Invesco India Dynamic Equity Fund

The investment objective of the Scheme is to generate long-term capital growth from a focused portfolio of predominantly equity and equity-related securities.

Invesco India Dynamic Equity Fund is a Hybrid - Dynamic Allocation fund was launched on 4 Oct 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.2% since its launch.  Ranked 55 in Dynamic Allocation category.  Return for 2023 was 20.1% , 2022 was 4.1% and 2021 was 13.1% .

Below is the key information for Invesco India Dynamic Equity Fund

Invesco India Dynamic Equity Fund
Growth
Launch Date 4 Oct 07
NAV (06 Nov 24) ₹52.79 ↑ 0.40   (0.76 %)
Net Assets (Cr) ₹889 on 30 Sep 24
Category Hybrid - Dynamic Allocation
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk Moderately High
Expense Ratio 2.29
Sharpe Ratio 2.72
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load NIL

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹10,027
31 Oct 21₹12,277
31 Oct 22₹12,633
31 Oct 23₹13,787
31 Oct 24₹17,394

Invesco India Dynamic Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for Invesco India Dynamic Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Nov 24

DurationReturns
1 Month -0.5%
3 Month 3.2%
6 Month 8.9%
1 Year 25.5%
3 Year 12.2%
5 Year 11.9%
10 Year
15 Year
Since launch 10.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 20.1%
2022 4.1%
2021 13.1%
2020 7.8%
2019 9.1%
2018 -4.6%
2017 30.5%
2016 2.7%
2015 5.5%
2014 25.4%
Fund Manager information for Invesco India Dynamic Equity Fund
NameSinceTenure
Amit Ganatra1 Sep 222.08 Yr.
Dhimant Kothari1 Sep 222.08 Yr.

Data below for Invesco India Dynamic Equity Fund as on 30 Sep 24

Asset Allocation
Asset ClassValue
Cash35.81%
Equity48.6%
Debt15.55%
Other0.04%
Equity Sector Allocation
SectorValue
Financial Services14.51%
Industrials12.22%
Technology10%
Health Care8.71%
Consumer Cyclical6.73%
Energy3.95%
Consumer Defensive2.54%
Communication Services2.13%
Utility1.96%
Basic Materials1.53%
Real Estate0.92%
Debt Sector Allocation
SectorValue
Cash Equivalent34.08%
Government9.94%
Corporate7.35%
Credit Quality
RatingValue
AAA100%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Future on Larsen & Toubro Ltd
Derivatives | -
7%-₹59 Cr158,250
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jul 21 | LT
7%₹58 Cr158,361
Invesco India Shrt DurDir Gr
Investment Fund | -
6%₹54 Cr145,449
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 22 | TCS
6%₹53 Cr125,079
↑ 18,940
Invesco India Money Market Dir Gr
Investment Fund | -
6%₹49 Cr164,551
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | HDFCBANK
5%₹46 Cr265,497
↑ 265,497
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
5%₹45 Cr350,771
↓ -80,254
Future on Reliance Industries Ltd
Derivatives | -
4%-₹35 Cr118,750
↑ 118,750
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 21 | RELIANCE
4%₹35 Cr118,866
Future on Tata Consultancy Services Ltd
Derivatives | -
3%-₹27 Cr63,875

5. Nippon India Balanced Advantage Fund

(Erstwhile Reliance NRI Equity Fund)

The investment objective of the Scheme is to generate optimal returns by investing in equity or equity related instruments primarily drawn from the Companies in the S&P BSE 200 Index. The Scheme may also invest in listed companies that are in the top 200 by market capitalization on the BSE. The Scheme may also invest in large IPO’s where the market capitalization of the Company making the IPO based on the Issue price would make such company to be a part of the top 200 companies listed on the BSE based on market capitalization. The fund will have the flexibility to invest in a broad range of companies with an objective to maximize the returns, at the same time trying to minimize the risk by reasonable diversification. The selection of the companies will be done so as to capture the growth in the Indian economy. The fund will be focusing on companies with relatively higher market capitalization and having good liquidity in the stock market.

Nippon India Balanced Advantage Fund is a Hybrid - Dynamic Allocation fund was launched on 15 Nov 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.3% since its launch.  Ranked 46 in Dynamic Allocation category.  Return for 2023 was 17.5% , 2022 was 5.1% and 2021 was 15.7% .

Below is the key information for Nippon India Balanced Advantage Fund

Nippon India Balanced Advantage Fund
Growth
Launch Date 15 Nov 04
NAV (06 Nov 24) ₹170.662 ↑ 1.22   (0.72 %)
Net Assets (Cr) ₹8,950 on 30 Sep 24
Category Hybrid - Dynamic Allocation
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.77
Sharpe Ratio 2.87
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹10,163
31 Oct 21₹13,174
31 Oct 22₹13,749
31 Oct 23₹14,840
31 Oct 24₹18,317

Nippon India Balanced Advantage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for Nippon India Balanced Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Nov 24

DurationReturns
1 Month -0.7%
3 Month 1.5%
6 Month 7.7%
1 Year 23.1%
3 Year 11.7%
5 Year 12.9%
10 Year
15 Year
Since launch 15.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 17.5%
2022 5.1%
2021 15.7%
2020 11.2%
2019 8.3%
2018 0.4%
2017 25.2%
2016 6.4%
2015 0.9%
2014 38.4%
Fund Manager information for Nippon India Balanced Advantage Fund
NameSinceTenure
Ashutosh Bhargava7 May 186.41 Yr.
Kinjal Desai25 May 186.36 Yr.
Amar Kalkundrikar20 Oct 203.95 Yr.
Sushil Budhia31 Mar 213.5 Yr.

Data below for Nippon India Balanced Advantage Fund as on 30 Sep 24

Asset Allocation
Asset ClassValue
Cash16.52%
Equity61.44%
Debt22.04%
Equity Sector Allocation
SectorValue
Financial Services21.24%
Consumer Defensive9.09%
Consumer Cyclical8.43%
Technology8.13%
Industrials7.95%
Communication Services4.62%
Utility3.58%
Energy3.08%
Health Care2.05%
Basic Materials1.97%
Real Estate1.28%
Debt Sector Allocation
SectorValue
Cash Equivalent16.52%
Corporate13.4%
Government7.42%
Securitized1.22%
Credit Quality
RatingValue
AA33.04%
AAA66.96%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | ICICIBANK
6%₹527 Cr4,140,426
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 11 | HDFCBANK
6%₹500 Cr2,884,813
Infosys Ltd (Technology)
Equity, Since 31 May 09 | INFY
4%₹389 Cr2,072,950
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 18 | BHARTIARTL
4%₹318 Cr1,862,468
NTPC Ltd (Utilities)
Equity, Since 31 Mar 21 | 532555
3%₹236 Cr5,319,300
↓ -1,000,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 18 | RELIANCE
2%₹209 Cr706,745
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 18 | ITC
2%₹203 Cr3,912,313
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Jan 21 | LT
2%₹177 Cr482,495
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
2%₹176 Cr1,429,434
↓ -150,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Oct 23 | TCS
2%₹154 Cr360,966
↑ 60,000

6. Motilal Oswal Dynamic Fund

(Erstwhile Motilal Oswal MOSt Focused Dynamic Equity Fund)

The investment objective is to generate long term capital appreciation by investing in equity and equity related instruments including equity derivatives, debt, money market instruments and units issued by REITs and InvITs. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Motilal Oswal Dynamic Fund is a Hybrid - Dynamic Allocation fund was launched on 27 Sep 16. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.1% since its launch.  Return for 2023 was 24.1% , 2022 was -1.1% and 2021 was 7.4% .

Below is the key information for Motilal Oswal Dynamic Fund

Motilal Oswal Dynamic Fund
Growth
Launch Date 27 Sep 16
NAV (06 Nov 24) ₹21.8564 ↑ 0.22   (1.04 %)
Net Assets (Cr) ₹1,316 on 30 Sep 24
Category Hybrid - Dynamic Allocation
AMC Motilal Oswal Asset Management Co. Ltd
Rating Not Rated
Risk Moderately High
Expense Ratio 1.03
Sharpe Ratio 1.54
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹10,301
31 Oct 21₹11,938
31 Oct 22₹11,829
31 Oct 23₹14,071
31 Oct 24₹16,505

Motilal Oswal Dynamic Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for Motilal Oswal Dynamic Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Nov 24

DurationReturns
1 Month -3.3%
3 Month 2.4%
6 Month 12.3%
1 Year 18.3%
3 Year 11.4%
5 Year 10.9%
10 Year
15 Year
Since launch 10.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 24.1%
2022 -1.1%
2021 7.4%
2020 8.8%
2019 10.9%
2018 -0.8%
2017 24.4%
2016
2015
2014
Fund Manager information for Motilal Oswal Dynamic Fund
NameSinceTenure
Ajay Khandelwal1 Oct 240 Yr.
Santosh Singh1 Jan 222.75 Yr.
Rakesh Shetty22 Nov 221.86 Yr.
Atul Mehra1 Oct 240 Yr.
Sunil Sawant1 Jul 240.25 Yr.

Data below for Motilal Oswal Dynamic Fund as on 30 Sep 24

Asset Allocation
Asset ClassValue
Cash30.24%
Equity56.49%
Debt13.27%
Equity Sector Allocation
SectorValue
Financial Services33.91%
Consumer Cyclical28.49%
Technology10.39%
Industrials6.75%
Consumer Defensive1.78%
Health Care1.02%
Communication Services1%
Debt Sector Allocation
SectorValue
Cash Equivalent30.24%
Corporate8.95%
Government4.33%
Credit Quality
RatingValue
AA33.91%
AAA66.09%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Nifty October 2024 Future
- | -
27%-₹353 Cr136,000
↑ 136,000
Religare Enterprises Ltd (Financial Services)
Equity, Since 31 Dec 21 | RELIGARE
10%₹133 Cr4,571,561
↓ -91,166
Star Health and Allied Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 22 | 543412
9%₹123 Cr2,033,825
Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | MOTHERSON
9%₹120 Cr5,666,478
↑ 187,841
ZF Commercial Vehicle Control Systems India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | ZFCVINDIA
9%₹114 Cr71,537
FSN E-Commerce Ventures Ltd (Consumer Cyclical)
Equity, Since 31 Jul 23 | 543384
8%₹103 Cr5,266,690
↓ -44,893
Fino Payments Bank Ltd (Financial Services)
Equity, Since 31 Oct 21 | 543386
7%₹86 Cr2,162,066
Piramal Enterprises Ltd (Financial Services)
Equity, Since 31 Aug 23 | 500302
5%₹65 Cr590,000
↓ -30,000
L&T Technology Services Ltd (Technology)
Equity, Since 30 Apr 23 | LTTS
5%₹61 Cr114,042
Dreamfolks Services Ltd (Industrials)
Equity, Since 30 Sep 23 | DREAMFOLKS
4%₹54 Cr1,185,919

7. Edelweiss Balanced Advantage Fund

(Erstwhile Edelweiss Dynamic Equity Advantage Fund)

The primary objective of the scheme will be to generate absolute returns with low volatility over a longer tenure of time. The scheme will invest in arbitrage opportunities, equity derivative strategies, pure equity investments and the balance in debt and money market instruments. The Scheme proposes to allocate assets to both equity and debt markets based upon the market view. However there is no assurance that the investment objective of the scheme will be realized.

Edelweiss Balanced Advantage Fund is a Hybrid - Dynamic Allocation fund was launched on 20 Aug 09. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 11.1% since its launch.  Ranked 26 in Dynamic Allocation category.  Return for 2023 was 18.8% , 2022 was 2.1% and 2021 was 18.8% .

Below is the key information for Edelweiss Balanced Advantage Fund

Edelweiss Balanced Advantage Fund
Growth
Launch Date 20 Aug 09
NAV (06 Nov 24) ₹49.82 ↑ 0.42   (0.85 %)
Net Assets (Cr) ₹12,690 on 30 Sep 24
Category Hybrid - Dynamic Allocation
AMC Edelweiss Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 1.72
Sharpe Ratio 2.95
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹10,948
31 Oct 21₹14,632
31 Oct 22₹14,912
31 Oct 23₹16,166
31 Oct 24₹20,126

Edelweiss Balanced Advantage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for Edelweiss Balanced Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Nov 24

DurationReturns
1 Month -1.6%
3 Month 2%
6 Month 6.7%
1 Year 23.9%
3 Year 11.3%
5 Year 15.1%
10 Year
15 Year
Since launch 11.1%
Historical performance (Yearly) on absolute basis
YearReturns
2023 18.8%
2022 2.1%
2021 18.8%
2020 22.6%
2019 7.8%
2018 1.9%
2017 23.9%
2016 -1.5%
2015 3.7%
2014 29%
Fund Manager information for Edelweiss Balanced Advantage Fund
NameSinceTenure
Bhavesh Jain7 Aug 1311.16 Yr.
Bharat Lahoti18 Sep 177.04 Yr.
Rahul Dedhia23 Nov 212.85 Yr.
Pranavi Kulkarni1 Aug 240.16 Yr.

Data below for Edelweiss Balanced Advantage Fund as on 30 Sep 24

Asset Allocation
Asset ClassValue
Cash21.32%
Equity66.51%
Debt11.76%
Other0.01%
Equity Sector Allocation
SectorValue
Financial Services18.94%
Consumer Cyclical9.41%
Technology8.43%
Consumer Defensive7.51%
Health Care6.75%
Industrials5.26%
Utility5.16%
Energy4.89%
Communication Services2.93%
Basic Materials2.14%
Real Estate1.67%
Debt Sector Allocation
SectorValue
Cash Equivalent19.89%
Corporate8.66%
Government4.7%
Securitized0.22%
Credit Quality
RatingValue
AAA92.85%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Nifty 31-Oct-2024
Derivatives | -
6%-₹780 Cr300,000
↑ 300,000
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | HDFCBANK
5%₹626 Cr3,612,504
↓ -233,562
Edelweiss Liquid Dir Gr
Investment Fund | -
4%₹501 Cr1,548,030
↑ 1,548,030
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 14 | ICICIBANK
3%₹369 Cr2,899,335
↓ -1,292,899
NTPC Ltd (Utilities)
Equity, Since 31 Mar 21 | 532555
3%₹346 Cr7,796,261
Infosys Ltd (Technology)
Equity, Since 30 Jun 20 | INFY
3%₹338 Cr1,802,056
↑ 99,870
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 21 | RELIANCE
3%₹326 Cr1,102,537
↑ 21,129
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Dec 19 | BHARTIARTL
2%₹288 Cr1,687,036
↓ -142,454
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 15 | MARUTI
2%₹238 Cr180,050
↓ -5,272
Axis Bank Ltd (Financial Services)
Equity, Since 30 Sep 18 | 532215
2%₹235 Cr1,907,306
↓ -369,215

8. Aditya Birla Sun Life Balanced Advantage Fund

The primary objective of the Scheme is to generate long term growth of capital and income distribution with relatively lower volatility by investing in a dynamically balanced portfolio of Equity & Equity linked investments and fixed-income securities.

Aditya Birla Sun Life Balanced Advantage Fund is a Hybrid - Dynamic Allocation fund was launched on 25 Apr 00. It is a fund with Moderately High risk and has given a CAGR/Annualized return of since its launch.  Ranked 19 in Dynamic Allocation category.  Return for 2023 was 16.5% , 2022 was 4.2% and 2021 was 13.4% .

Below is the key information for Aditya Birla Sun Life Balanced Advantage Fund

Aditya Birla Sun Life Balanced Advantage Fund
Growth
Launch Date 25 Apr 00
NAV (06 Nov 24) ₹101.17 ↑ 0.52   (0.52 %)
Net Assets (Cr) ₹7,701 on 30 Sep 24
Category Hybrid - Dynamic Allocation
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk Moderately High
Expense Ratio 1.77
Sharpe Ratio 2.67
Information Ratio 0
Alpha Ratio 0
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.

DateValue
31 Oct 19₹10,000
31 Oct 20₹10,225
31 Oct 21₹13,371
31 Oct 22₹13,694
31 Oct 23₹14,868
31 Oct 24₹18,277

Aditya Birla Sun Life Balanced Advantage Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for Aditya Birla Sun Life Balanced Advantage Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Nov 24

DurationReturns
1 Month -1.6%
3 Month 2.3%
6 Month 8.9%
1 Year 22.2%
3 Year 11%
5 Year 12.9%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
2023 16.5%
2022 4.2%
2021 13.4%
2020 15.4%
2019 8.1%
2018 0.7%
2017 15.2%
2016 16.3%
2015 3.6%
2014 27.7%
Fund Manager information for Aditya Birla Sun Life Balanced Advantage Fund
NameSinceTenure
Lovelish Solanki9 Oct 194.98 Yr.
Mohit Sharma1 Apr 177.51 Yr.
Vishal Gajwani1 Apr 222.5 Yr.

Data below for Aditya Birla Sun Life Balanced Advantage Fund as on 30 Sep 24

Asset Allocation
Asset ClassValue
Cash25.66%
Equity56.02%
Debt17.99%
Other0.34%
Equity Sector Allocation
SectorValue
Financial Services17.8%
Industrials8.75%
Consumer Cyclical8.56%
Energy7.19%
Technology7.17%
Consumer Defensive5.9%
Basic Materials5.82%
Health Care4.85%
Communication Services3.2%
Utility3.19%
Real Estate2.64%
Debt Sector Allocation
SectorValue
Cash Equivalent25.66%
Corporate12.44%
Government5.22%
Securitized0.33%
Credit Quality
RatingValue
AA19.29%
AAA80.71%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Mar 17 | HDFCBANK
5%₹417 Cr2,409,289
↑ 123,200
Reliance Industries Ltd (Energy)
Equity, Since 30 Sep 18 | RELIANCE
5%₹368 Cr1,244,594
↑ 47,000
Infosys Ltd (Technology)
Equity, Since 31 Dec 07 | INFY
4%₹293 Cr1,560,162
↑ 40,400
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
3%₹220 Cr1,728,837
↓ -870,600
Future on HDFC Bank Ltd
Derivatives | -
3%-₹202 Cr1,157,200
↑ 1,157,200
07.18 Goi 2028
Sovereign Bonds | -
2%₹186 Cr18,000,000
Nifty_(31/10/2024)
Derivatives | -
2%-₹182 Cr70,200
↑ 70,200
ITC Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | ITC
2%₹177 Cr3,419,380
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Dec 20 | LT
2%₹171 Cr465,485
Reliance_(31/10/2024)
Derivatives | -
2%-₹170 Cr571,250
↑ 571,250

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FAQ ಗಳು

1. ಡೈನಾಮಿಕ್ ಆಸ್ತಿ ಹಂಚಿಕೆ ನಿಧಿಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವ ಮೂಲಕ ನಾನು ಆರ್ಥಿಕತೆಗೆ ಹೇಗೆ ಕೊಡುಗೆ ನೀಡಬಹುದು?

ಉ: ಈ ನಿಧಿಗಳು ಕೇವಲ ಹೂಡಿಕೆ ಮಾಡುವುದಿಲ್ಲಈಕ್ವಿಟಿಗಳು, ಆದರೆ ತುಲನಾತ್ಮಕವಾಗಿ ಶಾಂತ ರಿಯಲ್ ಎಸ್ಟೇಟ್ ಮತ್ತುಕರಾರುಪತ್ರ ಮಾರುಕಟ್ಟೆಗಳು. ಆದ್ದರಿಂದ, ಹೂಡಿಕೆದಾರರಾಗಿ ನೀವು ಕೊಡುಗೆದಾರರಾಗುತ್ತೀರಿಆರ್ಥಿಕತೆ.

2. ನಾನು ದೀರ್ಘಕಾಲದವರೆಗೆ ಡೈನಾಮಿಕ್ ಆಸ್ತಿ ಹಂಚಿಕೆ ನಿಧಿಯಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಬೇಕೇ?

ಉ: ಕನಿಷ್ಠ ಮೂರು ವರ್ಷಗಳವರೆಗೆ ಡೈನಾಮಿಕ್ ಆಸ್ತಿ ಹಂಚಿಕೆ ನಿಧಿಗಳಲ್ಲಿ ನಿಮ್ಮ ಹೂಡಿಕೆಗಳನ್ನು ನೀವು ಹಿಡಿದಿಟ್ಟುಕೊಳ್ಳಬೇಕು. ಇದು ನಿಮ್ಮ ಹೂಡಿಕೆಯ ಮೇಲೆ ಉತ್ತಮ ಆದಾಯವನ್ನು ಖಚಿತಪಡಿಸುತ್ತದೆ.

3. ಈ ನಿಧಿಗಳಲ್ಲಿ ಯಾವುದೇ ಅಪಾಯಗಳಿವೆಯೇ?

ಉ: ಹಣವನ್ನು ಈಕ್ವಿಟಿಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲಾಗಿರುವುದರಿಂದ, ಸಂಬಂಧಿತ ಅಪಾಯಗಳು ಸಹ ತುಲನಾತ್ಮಕವಾಗಿ ಹೆಚ್ಚು ಎಂಬುದನ್ನು ಒಬ್ಬರು ಮರೆಯಬಾರದು.

4. ಆಸ್ತಿ ಹಂಚಿಕೆಯನ್ನು ಬದಲಾಯಿಸಲು ಯಾರು ಜವಾಬ್ದಾರರು?

ಉ: ಆಸ್ತಿ ಹಂಚಿಕೆಗಳನ್ನು ಬದಲಾಯಿಸಲು ನಿಧಿ ವ್ಯವಸ್ಥಾಪಕರು ಜವಾಬ್ದಾರರಾಗಿರುತ್ತಾರೆ. ಬದಲಾಗುತ್ತಿರುವ ಮಾರುಕಟ್ಟೆ ಸ್ಥಿತಿಯ ಆಧಾರದ ಮೇಲೆ, ಅವರು ನಿಮ್ಮ ಆಸ್ತಿ ಹಂಚಿಕೆಯನ್ನು ಬದಲಾಯಿಸುತ್ತಾರೆ ಇದರಿಂದ ನಿಮ್ಮ ಪೋರ್ಟ್‌ಫೋಲಿಯೊ ಸ್ಥಿರವಾದ ಆದಾಯವನ್ನು ನೀಡುತ್ತದೆ.

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PRADEEPTA KUMAR JENA, posted on 10 Jun 21 9:59 AM

Excellent insight for getting a detailed view about Hybrid Fund

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