Table of Contents
2022 ರಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು ಉತ್ತಮ ಮಲ್ಟಿಕ್ಯಾಪ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು
ವೈವಿಧ್ಯಮಯ ಮಲ್ಟಿಕ್ಯಾಪ್ ನಿಧಿಗಳು ಅಥವಾ ಹೆಚ್ಚು ಸರಿಯಾಗಿ ವೈವಿಧ್ಯಗೊಳಿಸಲಾಗಿದೆಇಕ್ವಿಟಿ ಫಂಡ್ಗಳು ಈಕ್ವಿಟಿ ಫಂಡ್‌ಗಳ ವರ್ಗವಾಗಿದೆ. ಹೆಚ್ಚಿನ ಹೂಡಿಕೆದಾರರು-ಅಪಾಯದ ಹಸಿವು ಈಕ್ವಿಟಿಗಳಲ್ಲಿ ಮಾನ್ಯತೆ ಪಡೆಯಲು ಬಯಸುವವರು ಸಾಮಾನ್ಯವಾಗಿ ಕಡೆಗೆ ಒಲವು ತೋರುತ್ತಾರೆಹೂಡಿಕೆ ವೈವಿಧ್ಯಮಯ ಮಲ್ಟಿಕ್ಯಾಪ್ ಫಂಡ್‌ಗಳಲ್ಲಿ.
ವೈವಿಧ್ಯಮಯ ಮಲ್ಟಿಕ್ಯಾಪ್ ಫಂಡ್‌ಗಳಾದ್ಯಂತ ಹೂಡಿಕೆ ಮಾಡಿದಂತೆಮಾರುಕಟ್ಟೆ ಟೋಪಿಗಳು - ದೊಡ್ಡ ಕ್ಯಾಪ್,ಮಿಡ್ ಕ್ಯಾಪ್ &ಸಣ್ಣ ಕ್ಯಾಪ್, ಅವರು ಪೋರ್ಟ್ಫೋಲಿಯೊವನ್ನು ಸಮತೋಲನಗೊಳಿಸುವುದರಲ್ಲಿ ನಿಪುಣರಾಗಿದ್ದಾರೆ. ಅತ್ಯುತ್ತಮ ವೈವಿಧ್ಯಮಯ ಮಲ್ಟಿಕ್ಯಾಪ್ ಇಕ್ವಿಟಿ ಫಂಡ್‌ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವ ಮೂಲಕ, ಹೂಡಿಕೆದಾರರು ಸ್ವಲ್ಪ ಹೆಚ್ಚು ಸ್ಥಿರವಾದ ಆದಾಯವನ್ನು ಗಳಿಸಬಹುದು, ಆದಾಗ್ಯೂ, ಪ್ರಕ್ಷುಬ್ಧ ಮಾರುಕಟ್ಟೆಯ ಪರಿಸ್ಥಿತಿಯಲ್ಲಿ ಅವರು ಷೇರುಗಳ ಚಂಚಲತೆಯಿಂದ ಪ್ರಭಾವಿತರಾಗುತ್ತಾರೆ.
ಉತ್ತಮ ವೈವಿಧ್ಯಮಯ ಮಲ್ಟಿಕ್ಯಾಪ್ ಇಕ್ವಿಟಿ ಫಂಡ್ ಅನ್ನು ಆಯ್ಕೆ ಮಾಡುವ ಪ್ರಕ್ರಿಯೆಯನ್ನು ಸುಲಭಗೊಳಿಸಲು, ನಾವು ಟಾಪ್ 10 ಅತ್ಯುತ್ತಮ ಮಲ್ಟಿ-ಕ್ಯಾಪ್ ಇಕ್ವಿಟಿ ಫಂಡ್‌ಗಳನ್ನು ಪಟ್ಟಿ ಮಾಡಿದ್ದೇವೆ - ಹೂಡಿಕೆದಾರರು ತಮ್ಮ ಹೂಡಿಕೆಯ ಪ್ರಯಾಣದ ಸಮಯದಲ್ಲಿ ಗಣನೆಗೆ ತೆಗೆದುಕೊಳ್ಳಬಹುದು.
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ಟಾಪ್ 10 ಅತ್ಯುತ್ತಮ ಕಾರ್ಯಕ್ಷಮತೆಯ ವೈವಿಧ್ಯಮಯ ಮಲ್ಟಿಕ್ಯಾಪ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು 2022
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Mahindra Badhat Yojana Growth ₹36.8398
↓ -0.01 ₹4,417 9.3 25.7 43.6 22.1 29.1 34.2 Nippon India Multi Cap Fund Growth ₹303.575
↓ -0.55 ₹37,151 6.5 27.6 42.4 28.5 28.4 38.1 JM Multicap Fund Growth ₹107.929
↓ -0.15 ₹3,855 7.3 30.5 56.5 28.1 28.4 40 Baroda Pioneer Multi Cap Fund Growth ₹297.856
↑ 0.35 ₹2,690 8.4 28 47.2 21 26.5 30.8 Parag Parikh Long Term Equity Fund Growth ₹80.3193
↑ 0.32 ₹75,956 7.6 17.8 35.5 17.1 26.1 36.6 Invesco India Multicap Fund Growth ₹138.89
↑ 0.07 ₹3,736 13.4 33 48 20.1 25.8 31.8 Franklin India Equity Fund Growth ₹1,682.7
↑ 4.18 ₹17,417 10.4 22.9 40.7 21.6 25.6 30.8 HDFC Equity Fund Growth ₹1,927.73
↑ 4.94 ₹61,572 9.2 22 40.9 26 25.5 30.6 Principal Multi Cap Growth Fund Growth ₹391.475
↑ 0.87 ₹2,831 9.1 25.8 39.3 19.1 24.9 31.1 ICICI Prudential Multicap Fund Growth ₹821.76
↓ -0.92 ₹13,921 10.9 24.8 45.1 22.6 24.6 35.4 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Sep 24 ವೈವಿಧ್ಯಮಯ ಮಲ್ಟಿಕ್ಯಾಪ್ ಮೇಲಿನ AUM/Net ಸ್ವತ್ತುಗಳನ್ನು ಹೊಂದಿರುವ ನಿಧಿಗಳು500 ಕೋಟಿ. ವಿಂಗಡಿಸಲಾಗಿದೆಕಳೆದ 5 ವರ್ಷಗಳ ರಿಟರ್ನ್.
The investment objective of the Scheme is to provide medium to long term capital appreciation through appropriate diversification and taking low risk on business quality. The diversified portfolio would predominantly consist of equity and equity related securities including derivatives. However, there can be no assurance that the investment objective of the Scheme will be achieved. Mahindra Badhat Yojana is a Equity - Multi Cap fund was launched on 11 May 17. It is a fund with Moderately High risk and has given a Below is the key information for Mahindra Badhat Yojana Returns up to 1 year are on (Erstwhile Reliance Equity Opportunities Fund) The primary investment objective of the scheme is to seek to generate capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity securities & equity related securities and the secondary objective is to generate consistent returns by investing in debt and money market securities. Nippon India Multi Cap Fund is a Equity - Multi Cap fund was launched on 28 Mar 05. It is a fund with Moderately High risk and has given a Below is the key information for Nippon India Multi Cap Fund Returns up to 1 year are on (Erstwhile JM Multi Strategy Fund) The investment objective of the Scheme is to provide capital appreciation by investing in equity and equity related securities using a combination of strategies. JM Multicap Fund is a Equity - Multi Cap fund was launched on 23 Sep 08. It is a fund with Moderately High risk and has given a Below is the key information for JM Multicap Fund Returns up to 1 year are on (Erstwhile Baroda Pioneer Growth Fund) To generate long term capital appreciation from an actively managed portfolio of equity & equity related instruments. Baroda Pioneer Multi Cap Fund is a Equity - Multi Cap fund was launched on 12 Sep 03. It is a fund with Moderately High risk and has given a Below is the key information for Baroda Pioneer Multi Cap Fund Returns up to 1 year are on (Erstwhile Parag Parikh Long Term Value Fund) The investment objective of the scheme is to seek to generate long-term capital growth from an actively managed portfolio primarily of equity and equity related securities. Parag Parikh Long Term Equity Fund is a Equity - Multi Cap fund was launched on 24 May 13. It is a fund with Moderately High risk and has given a Below is the key information for Parag Parikh Long Term Equity Fund Returns up to 1 year are on (Erstwhile Invesco India Mid N Small Cap Fund) The investment objective of the Scheme is to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of mid and small cap companies. Invesco India Multicap Fund is a Equity - Multi Cap fund was launched on 17 Mar 08. It is a fund with Moderately High risk and has given a Below is the key information for Invesco India Multicap Fund Returns up to 1 year are on (Erstwhile Franklin India Prima Plus) The investment objective of Prima Plus is to provide growth of capital plus regular dividend through a diversified portfolio of equities, fixed income securities and money market instruments. Franklin India Equity Fund is a Equity - Multi Cap fund was launched on 29 Sep 94. It is a fund with Moderately High risk and has given a Below is the key information for Franklin India Equity Fund Returns up to 1 year are on Aims at providing capital appreciation through investments predominantly in equity oriented securities HDFC Equity Fund is a Equity - Multi Cap fund was launched on 1 Jan 95. It is a fund with Moderately High risk and has given a Below is the key information for HDFC Equity Fund Returns up to 1 year are on (Erstwhile Principal Growth Fund) The primary investment objective of the scheme is to achieve long-term capital appreciation. Principal Multi Cap Growth Fund is a Equity - Multi Cap fund was launched on 25 Oct 00. It is a fund with Moderately High risk and has given a Below is the key information for Principal Multi Cap Growth Fund Returns up to 1 year are on To generate capital appreciation through investments in equity and equity related securities in core sectors and associated feeder industries. ICICI Prudential Multicap Fund is a Equity - Multi Cap fund was launched on 1 Oct 94. It is a fund with Moderately High risk and has given a Below is the key information for ICICI Prudential Multicap Fund Returns up to 1 year are on 1. Mahindra Badhat Yojana
CAGR/Annualized return of 19.4% since its launch. Return for 2023 was 34.2% , 2022 was 1.6% and 2021 was 50.8% . Mahindra Badhat Yojana
Growth Launch Date 11 May 17 NAV (17 Sep 24) ₹36.8398 ↓ -0.01 (-0.04 %) Net Assets (Cr) ₹4,417 on 31 Jul 24 Category Equity - Multi Cap AMC Mahindra Asset Management Company Pvt. Ltd. Rating Risk Moderately High Expense Ratio 1.96 Sharpe Ratio 2.69 Information Ratio 0.09 Alpha Ratio 3.58 Min Investment 1,000 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 ₹11,062 31 Aug 21 ₹18,807 31 Aug 22 ₹19,934 31 Aug 23 ₹24,142 31 Aug 24 ₹35,220 Returns for Mahindra Badhat Yojana
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Sep 24 Duration Returns 1 Month 4.5% 3 Month 9.3% 6 Month 25.7% 1 Year 43.6% 3 Year 22.1% 5 Year 29.1% 10 Year 15 Year Since launch 19.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 34.2% 2022 1.6% 2021 50.8% 2020 16.6% 2019 13.8% 2018 -9.9% 2017 2016 2015 2014 Fund Manager information for Mahindra Badhat Yojana
Name Since Tenure Manish Lodha 21 Dec 20 3.7 Yr. Fatema Pacha 16 Oct 20 3.88 Yr. Data below for Mahindra Badhat Yojana as on 31 Jul 24
Equity Sector Allocation
Sector Value Financial Services 17.61% Industrials 15.66% Consumer Cyclical 11.58% Technology 11.38% Energy 10.2% Basic Materials 9.93% Consumer Defensive 7.94% Health Care 6.12% Utility 3.29% Communication Services 3.15% Real Estate 0.95% Asset Allocation
Asset Class Value Cash 2.18% Equity 97.82% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | 5001806% ₹258 Cr 1,575,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 24 | 5003254% ₹204 Cr 675,000 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 23 | TCS4% ₹165 Cr 361,800 Aurobindo Pharma Ltd (Healthcare)
Equity, Since 30 Jun 24 | AUROPHARMA3% ₹160 Cr 1,017,000
↑ 225,000 Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 31 Jul 24 | 5348163% ₹147 Cr 3,199,055
↓ -130,945 Grasim Industries Ltd (Basic Materials)
Equity, Since 31 May 24 | 5003003% ₹121 Cr 450,000 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Jun 24 | HINDUNILVR3% ₹119 Cr 427,500 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | TRENT2% ₹110 Cr 153,000
↑ 153,000 Wipro Ltd (Technology)
Equity, Since 31 Dec 23 | WIPRO2% ₹109 Cr 2,016,000
↓ -270,000 NTPC Ltd (Utilities)
Equity, Since 28 Feb 23 | 5325552% ₹108 Cr 2,592,000
↓ -378,000 2. Nippon India Multi Cap Fund
CAGR/Annualized return of 19.2% since its launch. Ranked 63 in Multi Cap category. Return for 2023 was 38.1% , 2022 was 14.1% and 2021 was 48.9% . Nippon India Multi Cap Fund
Growth Launch Date 28 Mar 05 NAV (17 Sep 24) ₹303.575 ↓ -0.55 (-0.18 %) Net Assets (Cr) ₹37,151 on 31 Jul 24 Category Equity - Multi Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 1.68 Sharpe Ratio 3.28 Information Ratio 1.6 Alpha Ratio 9.51 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Aug 19 ₹10,000 31 Aug 20 ₹9,451 31 Aug 21 ₹15,703 31 Aug 22 ₹18,291 31 Aug 23 ₹23,742 31 Aug 24 ₹34,036 Returns for Nippon India Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Sep 24 Duration Returns 1 Month 4.6% 3 Month 6.5% 6 Month 27.6% 1 Year 42.4% 3 Year 28.5% 5 Year 28.4% 10 Year 15 Year Since launch 19.2% Historical performance (Yearly) on absolute basis
Year Returns 2023 38.1% 2022 14.1% 2021 48.9% 2020 0% 2019 2.2% 2018 -2.2% 2017 40.9% 2016 -6.7% 2015 0.5% 2014 59.7% Fund Manager information for Nippon India Multi Cap Fund
Name Since Tenure Sailesh Raj Bhan 31 Mar 05 19.44 Yr. Ashutosh Bhargava 1 Sep 21 3 Yr. Kinjal Desai 25 May 18 6.28 Yr. Data below for Nippon India Multi Cap Fund as on 31 Jul 24
Equity Sector Allocation
Sector Value Financial Services 26.23% Industrials 19.38% Consumer Cyclical 18.98% Health Care 7.23% Technology 6.16% Utility 5.03% Basic Materials 4.83% Consumer Defensive 4% Communication Services 3.06% Energy 2.93% Asset Allocation
Asset Class Value Cash 2.02% Equity 97.98% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | 5001806% ₹2,210 Cr 13,500,448 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | 5321743% ₹1,254 Cr 10,200,315 Infosys Ltd (Technology)
Equity, Since 30 Apr 09 | 5002093% ₹1,225 Cr 6,300,504
↑ 500,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | 5003253% ₹1,117 Cr 3,700,000 Linde India Ltd (Basic Materials)
Equity, Since 31 May 13 | 5234573% ₹1,102 Cr 1,524,539 GE T&D India Ltd (Industrials)
Equity, Since 31 May 12 | GET&D3% ₹986 Cr 5,756,092
↓ -572,511 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 15 | 5322153% ₹975 Cr 8,300,121 NTPC Ltd (Utilities)
Equity, Since 30 Jun 23 | 5325553% ₹957 Cr 23,000,000 EIH Ltd (Consumer Cyclical)
Equity, Since 31 Jul 14 | 5008402% ₹949 Cr 24,816,307
↑ 234,497 Vesuvius India Ltd (Industrials)
Equity, Since 30 Sep 17 | 5201132% ₹853 Cr 1,576,028
↓ -2,960 3. JM Multicap Fund
CAGR/Annualized return of 16% since its launch. Ranked 16 in Multi Cap category. Return for 2023 was 40% , 2022 was 7.8% and 2021 was 32.9% . JM Multicap Fund
Growth Launch Date 23 Sep 08 NAV (17 Sep 24) ₹107.929 ↓ -0.15 (-0.13 %) Net Assets (Cr) ₹3,855 on 31 Jul 24 Category Equity - Multi Cap AMC JM Financial Asset Management Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.17 Sharpe Ratio 3.66 Information Ratio 2.2 Alpha Ratio 19.72 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 ₹9,986 31 Aug 21 ₹15,945 31 Aug 22 ₹17,123 31 Aug 23 ₹21,382 31 Aug 24 ₹34,657 Returns for JM Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Sep 24 Duration Returns 1 Month 2.4% 3 Month 7.3% 6 Month 30.5% 1 Year 56.5% 3 Year 28.1% 5 Year 28.4% 10 Year 15 Year Since launch 16% Historical performance (Yearly) on absolute basis
Year Returns 2023 40% 2022 7.8% 2021 32.9% 2020 11.4% 2019 16.6% 2018 -5.4% 2017 39.5% 2016 10.5% 2015 -2.8% 2014 56% Fund Manager information for JM Multicap Fund
Name Since Tenure Satish Ramanathan 20 Aug 21 3.04 Yr. Gurvinder Wasan 1 Dec 22 1.75 Yr. Chaitanya Choksi 31 Dec 21 2.67 Yr. Data below for JM Multicap Fund as on 31 Jul 24
Equity Sector Allocation
Sector Value Industrials 18.2% Financial Services 17.04% Basic Materials 16.49% Consumer Cyclical 13.34% Technology 9.18% Health Care 9.04% Consumer Defensive 4.42% Energy 4.41% Utility 3.86% Communication Services 1.5% Real Estate 1.04% Asset Allocation
Asset Class Value Cash 1.47% Equity 98.53% Top Securities Holdings / Portfolio
Name Holding Value Quantity REC Ltd (Financial Services)
Equity, Since 30 Nov 22 | RECLTD3% ₹140 Cr 2,258,063
↑ 100,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | 5005103% ₹139 Cr 375,231
↑ 50,000 Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 24 | DRREDDY3% ₹137 Cr 195,522
↑ 86,000 Infosys Ltd (Technology)
Equity, Since 30 Nov 20 | 5002093% ₹131 Cr 672,750 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5001803% ₹128 Cr 780,500
↓ -60,000 CESC Ltd (Utilities)
Equity, Since 30 Nov 23 | CESC3% ₹115 Cr 5,911,774
↑ 3,971,774 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | 5321743% ₹108 Cr 880,800 Tech Mahindra Ltd (Technology)
Equity, Since 31 Jul 24 | TECHM2% ₹90 Cr 550,000
↑ 50,000 KEC International Ltd (Industrials)
Equity, Since 31 Mar 24 | 5327142% ₹88 Cr 933,206
↑ 518,551 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | MOTHERSON2% ₹88 Cr 4,500,000
↑ 4,500,000 4. Baroda Pioneer Multi Cap Fund
CAGR/Annualized return of 17.5% since its launch. Ranked 37 in Multi Cap category. Return for 2023 was 30.8% , 2022 was -3% and 2021 was 47.9% . Baroda Pioneer Multi Cap Fund
Growth Launch Date 12 Sep 03 NAV (17 Sep 24) ₹297.856 ↑ 0.35 (0.12 %) Net Assets (Cr) ₹2,690 on 31 Jul 24 Category Equity - Multi Cap AMC Baroda Pioneer Asset Management Co. Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 2.09 Sharpe Ratio 2.79 Information Ratio -0.08 Alpha Ratio 4.01 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Aug 19 ₹10,000 31 Aug 20 ₹10,444 31 Aug 21 ₹17,266 31 Aug 22 ₹18,189 31 Aug 23 ₹21,251 31 Aug 24 ₹31,485 Returns for Baroda Pioneer Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Sep 24 Duration Returns 1 Month 5.8% 3 Month 8.4% 6 Month 28% 1 Year 47.2% 3 Year 21% 5 Year 26.5% 10 Year 15 Year Since launch 17.5% Historical performance (Yearly) on absolute basis
Year Returns 2023 30.8% 2022 -3% 2021 47.9% 2020 19.5% 2019 8.9% 2018 -11.9% 2017 36.8% 2016 2.3% 2015 -1.6% 2014 46.5% Fund Manager information for Baroda Pioneer Multi Cap Fund
Name Since Tenure Sanjay Chawla 1 Nov 15 8.84 Yr. Sandeep Jain 14 Mar 22 2.47 Yr. Data below for Baroda Pioneer Multi Cap Fund as on 31 Jul 24
Equity Sector Allocation
Sector Value Financial Services 22.3% Technology 15.06% Industrials 14.23% Consumer Cyclical 9.87% Basic Materials 7.93% Health Care 7.82% Consumer Defensive 7.07% Energy 4.63% Communication Services 3% Utility 2.7% Real Estate 1.8% Asset Allocation
Asset Class Value Cash 3.23% Equity 96.77% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | 5321744% ₹98 Cr 799,815 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | 5001803% ₹82 Cr 499,736 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | 5003253% ₹79 Cr 262,500 Jyoti CNC Automation Ltd (Industrials)
Equity, Since 31 Mar 24 | JYOTICNC3% ₹72 Cr 579,492 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 May 23 | 5433202% ₹68 Cr 2,723,000 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | TRENT2% ₹64 Cr 90,000 Infosys Ltd (Technology)
Equity, Since 29 Feb 24 | 5002092% ₹62 Cr 320,000 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Nov 20 | SUNPHARMA2% ₹62 Cr 340,000 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 5323432% ₹61 Cr 218,000 Mrs Bectors Food Specialities Ltd Ordinary Shares (Consumer Defensive)
Equity, Since 30 Apr 23 | 5432532% ₹61 Cr 379,226 5. Parag Parikh Long Term Equity Fund
CAGR/Annualized return of 20.2% since its launch. Ranked 34 in Multi Cap category. Return for 2023 was 36.6% , 2022 was -7.2% and 2021 was 45.5% . Parag Parikh Long Term Equity Fund
Growth Launch Date 24 May 13 NAV (16 Sep 24) ₹80.3193 ↑ 0.32 (0.39 %) Net Assets (Cr) ₹75,956 on 31 Jul 24 Category Equity - Multi Cap AMC PPFAS Asset Management Pvt. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.4 Sharpe Ratio 3.18 Information Ratio -0.24 Alpha Ratio 8.23 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (2%),365-730 Days (1%),730 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Aug 19 ₹10,000 31 Aug 20 ₹12,605 31 Aug 21 ₹19,437 31 Aug 22 ₹19,574 31 Aug 23 ₹23,190 31 Aug 24 ₹32,242 Returns for Parag Parikh Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Sep 24 Duration Returns 1 Month 3.1% 3 Month 7.6% 6 Month 17.8% 1 Year 35.5% 3 Year 17.1% 5 Year 26.1% 10 Year 15 Year Since launch 20.2% Historical performance (Yearly) on absolute basis
Year Returns 2023 36.6% 2022 -7.2% 2021 45.5% 2020 32.3% 2019 14.4% 2018 -0.4% 2017 29.4% 2016 3.3% 2015 8.9% 2014 44.8% Fund Manager information for Parag Parikh Long Term Equity Fund
Name Since Tenure Raj Mehta 27 Jan 16 8.6 Yr. Rajeev Thakkar 24 May 13 11.28 Yr. Raunak Onkar 24 May 13 11.28 Yr. Rukun Tarachandani 16 May 22 2.3 Yr. Mansi Kariya 22 Dec 23 0.7 Yr. Data below for Parag Parikh Long Term Equity Fund as on 31 Jul 24
Equity Sector Allocation
Sector Value Financial Services 33.57% Technology 9.66% Consumer Cyclical 9.12% Utility 7.69% Communication Services 6.6% Consumer Defensive 5.66% Energy 5.61% Health Care 3.68% Basic Materials 1.45% Industrials 0.05% Real Estate 0.01% Asset Allocation
Asset Class Value Cash 16.15% Equity 82.41% Debt 1.44% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | 5001808% ₹6,262 Cr 38,252,754
↑ 525,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Sep 21 | POWERGRID7% ₹5,290 Cr 156,779,686
↑ 7,099,237 Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | BAJAJHLDNG7% ₹5,208 Cr 5,178,144
↑ 41,970 ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 20 | 5008756% ₹4,432 Cr 88,311,955 Coal India Ltd (Energy)
Equity, Since 31 May 22 | COALINDIA6% ₹4,387 Cr 83,575,380 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 14 | 5321745% ₹4,068 Cr 33,093,059
↑ 1,400,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 22 | 5325005% ₹3,774 Cr 3,043,078 HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 21 | HCLTECH4% ₹3,280 Cr 18,706,973 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | 5322154% ₹2,779 Cr 23,645,558 Meta Platforms Inc Class A (Communication Services)
Equity, Since 31 Jul 17 | FB2A3% ₹2,584 Cr 591,056 6. Invesco India Multicap Fund
CAGR/Annualized return of 17.3% since its launch. Ranked 37 in Multi Cap category. Return for 2023 was 31.8% , 2022 was -2.2% and 2021 was 40.7% . Invesco India Multicap Fund
Growth Launch Date 17 Mar 08 NAV (17 Sep 24) ₹138.89 ↑ 0.07 (0.05 %) Net Assets (Cr) ₹3,736 on 31 Jul 24 Category Equity - Multi Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.95 Sharpe Ratio 2.59 Information Ratio -1.14 Alpha Ratio 0.11 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 ₹10,618 31 Aug 21 ₹17,511 31 Aug 22 ₹17,653 31 Aug 23 ₹20,607 31 Aug 24 ₹30,480 Returns for Invesco India Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Sep 24 Duration Returns 1 Month 7.4% 3 Month 13.4% 6 Month 33% 1 Year 48% 3 Year 20.1% 5 Year 25.8% 10 Year 15 Year Since launch 17.3% Historical performance (Yearly) on absolute basis
Year Returns 2023 31.8% 2022 -2.2% 2021 40.7% 2020 18.8% 2019 4.6% 2018 -12.5% 2017 46.2% 2016 0.7% 2015 6.7% 2014 72.1% Fund Manager information for Invesco India Multicap Fund
Name Since Tenure Amit Nigam 3 Sep 20 4 Yr. Dhimant Kothari 1 Dec 23 0.75 Yr. Data below for Invesco India Multicap Fund as on 31 Jul 24
Equity Sector Allocation
Sector Value Financial Services 23.71% Industrials 17.26% Consumer Cyclical 13.42% Technology 12.39% Health Care 9.61% Basic Materials 9.02% Consumer Defensive 7.72% Real Estate 2.6% Communication Services 1.84% Asset Allocation
Asset Class Value Cash 2.44% Equity 97.56% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 5321745% ₹183 Cr 1,488,755
↓ -118,518 Infosys Ltd (Technology)
Equity, Since 30 Jun 24 | 5002094% ₹136 Cr 697,969
↑ 159,581 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | TRENT3% ₹112 Cr 156,894
↑ 23,476 Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 30 Jun 24 | TATACONSUM3% ₹100 Cr 832,367
↑ 69,442 PB Fintech Ltd (Financial Services)
Equity, Since 30 Jun 24 | 5433902% ₹93 Cr 525,607
↑ 143,150 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 24 | TCS2% ₹91 Cr 200,725
↓ -22,203 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 23 | 5230252% ₹87 Cr 352,797 J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Sep 20 | JBCHEPHARM2% ₹84 Cr 430,966 Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Jul 23 | 5439402% ₹83 Cr 2,588,309 KPIT Technologies Ltd (Technology)
Equity, Since 30 Jun 24 | KPITTECH2% ₹81 Cr 445,103
↑ 76,214 7. Franklin India Equity Fund
CAGR/Annualized return of 18.7% since its launch. Ranked 50 in Multi Cap category. Return for 2023 was 30.8% , 2022 was 5.3% and 2021 was 40.3% . Franklin India Equity Fund
Growth Launch Date 29 Sep 94 NAV (17 Sep 24) ₹1,682.7 ↑ 4.18 (0.25 %) Net Assets (Cr) ₹17,417 on 31 Jul 24 Category Equity - Multi Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio 2.96 Information Ratio 0.7 Alpha Ratio 6.09 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 ₹10,321 31 Aug 21 ₹16,700 31 Aug 22 ₹18,127 31 Aug 23 ₹21,174 31 Aug 24 ₹30,730 Returns for Franklin India Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Sep 24 Duration Returns 1 Month 4.3% 3 Month 10.4% 6 Month 22.9% 1 Year 40.7% 3 Year 21.6% 5 Year 25.6% 10 Year 15 Year Since launch 18.7% Historical performance (Yearly) on absolute basis
Year Returns 2023 30.8% 2022 5.3% 2021 40.3% 2020 16% 2019 3.3% 2018 -4.4% 2017 30.6% 2016 5% 2015 4.4% 2014 56.8% Fund Manager information for Franklin India Equity Fund
Name Since Tenure R. Janakiraman 1 Feb 11 13.59 Yr. Sandeep Manam 18 Oct 21 2.87 Yr. Rajasa Kakulavarapu 1 Dec 23 0.75 Yr. Data below for Franklin India Equity Fund as on 31 Jul 24
Equity Sector Allocation
Sector Value Financial Services 26.78% Industrials 13.11% Consumer Cyclical 12.9% Technology 10.07% Communication Services 6.17% Consumer Defensive 6.04% Basic Materials 5.61% Health Care 5.31% Energy 4.18% Utility 4% Real Estate 1.16% Asset Allocation
Asset Class Value Cash 3.89% Equity 96.11% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | 5321748% ₹1,341 Cr 10,908,206 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | 5001807% ₹1,299 Cr 7,934,642
↑ 628,580 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | 5002095% ₹899 Cr 4,627,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | 5324545% ₹899 Cr 5,658,607 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | 5005104% ₹790 Cr 2,131,779 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 5322153% ₹624 Cr 5,311,448 HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 13 | HCLTECH3% ₹623 Cr 3,555,589 State Bank of India (Financial Services)
Equity, Since 31 Aug 15 | 5001123% ₹571 Cr 7,005,389 Tata Motors Ltd (Consumer Cyclical)
Equity, Since 30 Jun 14 | TATAMOTORS3% ₹557 Cr 5,015,220
↑ 2,735,467 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | 5003253% ₹534 Cr 1,767,013 8. HDFC Equity Fund
CAGR/Annualized return of 19.4% since its launch. Ranked 34 in Multi Cap category. Return for 2023 was 30.6% , 2022 was 18.3% and 2021 was 36.2% . HDFC Equity Fund
Growth Launch Date 1 Jan 95 NAV (17 Sep 24) ₹1,927.73 ↑ 4.94 (0.26 %) Net Assets (Cr) ₹61,572 on 31 Jul 24 Category Equity - Multi Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.56 Sharpe Ratio 2.86 Information Ratio 1.28 Alpha Ratio 5.55 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 ₹9,469 31 Aug 21 ₹14,888 31 Aug 22 ₹17,612 31 Aug 23 ₹21,063 31 Aug 24 ₹30,456 Returns for HDFC Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Sep 24 Duration Returns 1 Month 4.5% 3 Month 9.2% 6 Month 22% 1 Year 40.9% 3 Year 26% 5 Year 25.5% 10 Year 15 Year Since launch 19.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 30.6% 2022 18.3% 2021 36.2% 2020 6.4% 2019 6.8% 2018 -3.5% 2017 36.9% 2016 7.3% 2015 -5.1% 2014 53.8% Fund Manager information for HDFC Equity Fund
Name Since Tenure Roshi Jain 29 Jul 22 2.1 Yr. Dhruv Muchhal 22 Jun 23 1.2 Yr. Data below for HDFC Equity Fund as on 31 Jul 24
Equity Sector Allocation
Sector Value Financial Services 38.39% Health Care 12.93% Consumer Cyclical 11.59% Technology 9.79% Communication Services 4.94% Industrials 4.03% Real Estate 3.71% Consumer Defensive 1.51% Utility 1.33% Energy 0.24% Basic Materials 0.14% Asset Allocation
Asset Class Value Cash 9.09% Equity 88.61% Debt 2.31% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | 5321749% ₹5,900 Cr 48,000,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | 5001809% ₹5,811 Cr 35,500,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 17 | 5322158% ₹5,289 Cr 45,000,000 Cipla Ltd (Healthcare)
Equity, Since 30 Sep 12 | 5000875% ₹3,177 Cr 19,200,000 HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH5% ₹3,125 Cr 17,825,000
↓ -175,000 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Mar 21 | 5407195% ₹2,960 Cr 16,000,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 20 | 5324545% ₹2,860 Cr 18,000,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 23 | 5002474% ₹2,671 Cr 15,000,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | 5325003% ₹2,109 Cr 1,700,000
↑ 450,000 Infosys Ltd (Technology)
Equity, Since 31 Oct 08 | 5002093% ₹1,749 Cr 9,000,000
↓ -1,000,000 9. Principal Multi Cap Growth Fund
CAGR/Annualized return of 16.6% since its launch. Ranked 12 in Multi Cap category. Return for 2023 was 31.1% , 2022 was -1.6% and 2021 was 46.3% . Principal Multi Cap Growth Fund
Growth Launch Date 25 Oct 00 NAV (17 Sep 24) ₹391.475 ↑ 0.87 (0.22 %) Net Assets (Cr) ₹2,831 on 31 Jul 24 Category Equity - Multi Cap AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.05 Sharpe Ratio 2.51 Information Ratio -0.54 Alpha Ratio -0.36 Min Investment 5,000 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 31 Aug 19 ₹10,000 31 Aug 20 ₹10,393 31 Aug 21 ₹17,157 31 Aug 22 ₹18,531 31 Aug 23 ₹20,765 31 Aug 24 ₹29,341 Returns for Principal Multi Cap Growth Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Sep 24 Duration Returns 1 Month 4.9% 3 Month 9.1% 6 Month 25.8% 1 Year 39.3% 3 Year 19.1% 5 Year 24.9% 10 Year 15 Year Since launch 16.6% Historical performance (Yearly) on absolute basis
Year Returns 2023 31.1% 2022 -1.6% 2021 46.3% 2020 15% 2019 3.9% 2018 -8.7% 2017 48.7% 2016 6.4% 2015 2.8% 2014 49.4% Fund Manager information for Principal Multi Cap Growth Fund
Name Since Tenure Ratish Varier 1 Jan 22 2.67 Yr. Sudhir Kedia 1 Jan 22 2.67 Yr. Data below for Principal Multi Cap Growth Fund as on 31 Jul 24
Equity Sector Allocation
Sector Value Financial Services 19.83% Industrials 16.44% Consumer Cyclical 15.29% Technology 8.64% Energy 8.36% Health Care 7.75% Basic Materials 5.52% Communication Services 4.99% Consumer Defensive 3.98% Utility 2.85% Real Estate 2.28% Asset Allocation
Asset Class Value Cash 4.06% Equity 95.94% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 05 | 5003256% ₹168 Cr 556,134 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | 5001804% ₹122 Cr 746,575 Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 23 | PFC3% ₹93 Cr 1,689,887 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 23 | 5005103% ₹85 Cr 230,571 Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | 5002093% ₹83 Cr 425,850
↓ -38,911 NTPC Ltd (Utilities)
Equity, Since 31 Mar 23 | 5325553% ₹81 Cr 1,955,077 Indian Bank (Financial Services)
Equity, Since 31 Dec 23 | INDIANB3% ₹76 Cr 1,339,692 Lupin Ltd (Healthcare)
Equity, Since 30 Apr 24 | 5002572% ₹70 Cr 311,373 KSB Ltd (Industrials)
Equity, Since 31 Jul 22 | 5002492% ₹70 Cr 749,415
↓ -46,765 TVS Holdings Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | TVSHLTD2% ₹68 Cr 49,053
↓ -6,772 10. ICICI Prudential Multicap Fund
CAGR/Annualized return of 15.9% since its launch. Ranked 49 in Multi Cap category. Return for 2023 was 35.4% , 2022 was 4.7% and 2021 was 36.4% . ICICI Prudential Multicap Fund
Growth Launch Date 1 Oct 94 NAV (17 Sep 24) ₹821.76 ↓ -0.92 (-0.11 %) Net Assets (Cr) ₹13,921 on 31 Jul 24 Category Equity - Multi Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.95 Sharpe Ratio 2.91 Information Ratio 0.11 Alpha Ratio 4.19 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-18 Months (1%),18 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Aug 19 ₹10,000 31 Aug 20 ₹9,888 31 Aug 21 ₹15,753 31 Aug 22 ₹16,677 31 Aug 23 ₹19,932 31 Aug 24 ₹29,625 Returns for ICICI Prudential Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Sep 24 Duration Returns 1 Month 4.8% 3 Month 10.9% 6 Month 24.8% 1 Year 45.1% 3 Year 22.6% 5 Year 24.6% 10 Year 15 Year Since launch 15.9% Historical performance (Yearly) on absolute basis
Year Returns 2023 35.4% 2022 4.7% 2021 36.4% 2020 9.2% 2019 6% 2018 0.2% 2017 28% 2016 10.1% 2015 3.1% 2014 49.8% Fund Manager information for ICICI Prudential Multicap Fund
Name Since Tenure Sankaran Naren 1 Jul 22 2.17 Yr. Anand Sharma 1 Jul 22 2.17 Yr. Sharmila D’mello 31 Jul 22 2.09 Yr. Data below for ICICI Prudential Multicap Fund as on 31 Jul 24
Equity Sector Allocation
Sector Value Financial Services 25.78% Consumer Cyclical 12.37% Industrials 10.14% Basic Materials 8.57% Health Care 7.39% Energy 5.9% Communication Services 5.86% Technology 4.25% Consumer Defensive 3.54% Utility 3.46% Real Estate 2.09% Asset Allocation
Asset Class Value Cash 10.65% Equity 89.35% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | 5001805% ₹784 Cr 4,791,215
↑ 834,654 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 5321745% ₹738 Cr 6,001,508 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | 5003253% ₹462 Cr 1,531,380
↑ 239,616 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | 5322152% ₹355 Cr 3,017,478
↑ 1,002,825 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Apr 17 | SUNPHARMA2% ₹337 Cr 1,848,147
↓ -350,000 Infosys Ltd (Technology)
Equity, Since 31 Oct 18 | 5002092% ₹292 Cr 1,500,714
↓ -280,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 22 | 5325002% ₹287 Cr 231,003
↑ 58,828 Syngene International Ltd (Healthcare)
Equity, Since 31 Aug 23 | 5392682% ₹269 Cr 3,100,262
↓ -104,230 NTPC Ltd (Utilities)
Equity, Since 31 Oct 22 | 5325552% ₹249 Cr 5,994,531 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | 5324542% ₹249 Cr 1,566,169
ಮಲ್ಟಿಕ್ಯಾಪ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳಲ್ಲಿ ಆನ್‌ಲೈನ್‌ನಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವುದು ಹೇಗೆ?
Fincash.com ನಲ್ಲಿ ಜೀವಮಾನಕ್ಕಾಗಿ ಉಚಿತ ಹೂಡಿಕೆ ಖಾತೆಯನ್ನು ತೆರೆಯಿರಿ.
ನಿಮ್ಮ ನೋಂದಣಿ ಮತ್ತು KYC ಪ್ರಕ್ರಿಯೆಯನ್ನು ಪೂರ್ಣಗೊಳಿಸಿ
ದಾಖಲೆಗಳನ್ನು ಅಪ್‌ಲೋಡ್ ಮಾಡಿ (PAN, ಆಧಾರ್, ಇತ್ಯಾದಿ).ಮತ್ತು, ನೀವು ಹೂಡಿಕೆ ಮಾಡಲು ಸಿದ್ಧರಿದ್ದೀರಿ!
FAQ ಗಳು
1. ಮ್ಯೂಚುವಲ್ ಫಂಡ್‌ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವುದರಿಂದ ಆಗುವ ಪ್ರಯೋಜನಗಳೇನು?
ಉ: ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು ನಿಮ್ಮ ಹೂಡಿಕೆ ಬಂಡವಾಳವನ್ನು ವೈವಿಧ್ಯಗೊಳಿಸಲು ಸಹಾಯ ಮಾಡಬಹುದು ಮತ್ತು ನೀವು ನಿಷ್ಕ್ರಿಯ ಗಳಿಕೆಯ ಬಹು ಅಂಕಗಳನ್ನು ಹೊಂದಿರುವಿರಿ ಎಂದು ನೀವು ಖಚಿತಪಡಿಸಿಕೊಳ್ಳಬಹುದುಆದಾಯ. ಇದು ಹೂಡಿಕೆಯ ಅಪಾಯವನ್ನು ಕಡಿಮೆ ಮಾಡುತ್ತದೆ ಮತ್ತು ನೀವು ಒಂದೇ ಫಂಡ್‌ನೊಂದಿಗೆ ಬಹು ಷೇರುಗಳು ಮತ್ತು ಷೇರುಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಬಹುದು. ಆದ್ದರಿಂದ, ಒಂದು ಸ್ಟಾಕ್ ಕಾರ್ಯನಿರ್ವಹಿಸದಿದ್ದರೆ, ಅಪಾಯವು ಇರುತ್ತದೆಆಫ್ಸೆಟ್ ಇತರ ಉತ್ತಮವಾಗಿ ಕಾರ್ಯನಿರ್ವಹಿಸುವ ಸ್ಟಾಕ್‌ನೊಂದಿಗೆ.
2. ನಿಧಿಯು ಪ್ರಬುದ್ಧವಾಗಲು ನೀವು ಎಷ್ಟು ಸಮಯ ಕಾಯಬೇಕು?
ಉ: ನಿಮ್ಮ ಫಂಡ್ಗಳು ಪ್ರಬುದ್ಧವಾಗಲು ನೀವು 5-7 ವರ್ಷಗಳವರೆಗೆ ಕಾಯಬೇಕು. ನಿಮ್ಮ ಹೂಡಿಕೆಯಿಂದ ಗರಿಷ್ಠ ಲಾಭವನ್ನು ಗಳಿಸಲು ಇದು ನಿಮಗೆ ಸಹಾಯ ಮಾಡುತ್ತದೆ.
3. ಇತರ ಮ್ಯೂಚುವಲ್ ಫಂಡ್‌ಗಳಿಗಿಂತ ಮಲ್ಟಿ-ಕ್ಯಾಪ್ ಫಂಡ್‌ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವುದು ಪ್ರಯೋಜನಕಾರಿಯೇ?
ಉ: ಹೂಡಿಕೆ ಬಂಡವಾಳದ ಅಪಾಯಗಳನ್ನು ಕಡಿಮೆ ಮಾಡಲು ನೀವು ಬಯಸಿದರೆ ಮಲ್ಟಿ-ಕ್ಯಾಪ್ ಫಂಡ್ಗಳು ಸೂಕ್ತವಾಗಿವೆ. ಈ ನಿಧಿಗಳು ಕಡಿಮೆ ಅಪಾಯಗಳನ್ನು ಹೊಂದಿವೆ.
ಇಲ್ಲಿ ಒದಗಿಸಲಾದ ಮಾಹಿತಿಯು ನಿಖರವಾಗಿದೆ ಎಂದು ಖಚಿತಪಡಿಸಿಕೊಳ್ಳಲು ಎಲ್ಲಾ ಪ್ರಯತ್ನಗಳನ್ನು ಮಾಡಲಾಗಿದೆ. ಆದಾಗ್ಯೂ, ಡೇಟಾದ ನಿಖರತೆಯ ಬಗ್ಗೆ ಯಾವುದೇ ಖಾತರಿಗಳನ್ನು ನೀಡಲಾಗುವುದಿಲ್ಲ. ಯಾವುದೇ ಹೂಡಿಕೆ ಮಾಡುವ ಮೊದಲು ದಯವಿಟ್ಟು ಸ್ಕೀಮ್ ಮಾಹಿತಿ ದಾಖಲೆಯೊಂದಿಗೆ ಪರಿಶೀಲಿಸಿ.
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