2022 ಗಾಗಿ 11 ಅತ್ಯುತ್ತಮ ಪ್ರದರ್ಶನ SIP ಗಳು - ಫಿನ್‌ಕ್ಯಾಶ್

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ಟಾಪ್ 11 SIP ಫಂಡ್‌ಗಳಲ್ಲಿ ಏಕೆ ಹೂಡಿಕೆ ಮಾಡಿ?
SIP ನಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವುದು ಹೇಗೆ?
ಭಾರತದಲ್ಲಿ FY 22 - 23 ಟಾಪ್ 11 SIP ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳು
ಅತ್ಯುತ್ತಮ ವ್ಯವಸ್ಥಿತ ಹೂಡಿಕೆ ಯೋಜನೆಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವಾಗ ಪರಿಗಣಿಸಬೇಕಾದ ನಿಯತಾಂಕಗಳು
- ಟಾಪ್ SIP ನಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು ಪರಿಮಾಣಾತ್ಮಕ ಅಂಶಗಳು
- ಉನ್ನತ SIP ನಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು ಗುಣಾತ್ಮಕ ಅಂಶಗಳು
SIP MF ಆನ್‌ಲೈನ್‌ನಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವುದು ಹೇಗೆ?
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SIP 2022 ಗಾಗಿ 11 ಅತ್ಯುತ್ತಮ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳು

Updated on November 1, 2024 , 261423 views

SIP ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು (ಅಥವಾ ಟಾಪ್ 11 SIP ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳು) ಷೇರು ಮಾರುಕಟ್ಟೆಯ ಅನಿವಾರ್ಯ ಏರಿಳಿತದ ಸಮಯದಲ್ಲಿ ನರಗಳ ಮಾರಾಟವನ್ನು ತಪ್ಪಿಸಲು ಆವರ್ತಕ ಹೂಡಿಕೆಯ ಸರಳ ಸೂತ್ರಕ್ಕೆ ಬದ್ಧವಾಗಿರುವ ನಿಧಿಗಳಾಗಿವೆ.

ವಿಶಿಷ್ಟವಾಗಿ, SIP ಅಥವಾ ವ್ಯವಸ್ಥಿತಹೂಡಿಕೆ ಯೋಜನೆ ಮ್ಯೂಚುವಲ್ ಫಂಡ್‌ಗಳಲ್ಲಿ ಹಣವನ್ನು ಹೂಡಿಕೆ ಮಾಡುವ ವಿಧಾನವಾಗಿದೆ.ಹೂಡಿಕೆ ಟಾಪ್ 11 ರಲ್ಲಿ SIP ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳು ನಿಮ್ಮ ಹೂಡಿಕೆಗೆ ವ್ಯವಸ್ಥಿತ ಮತ್ತು ಶಿಸ್ತಿನ ವಿಧಾನವನ್ನು ತರುತ್ತವೆ. ಇದು ದೈನಂದಿನ ನಿಮ್ಮ ಹೂಡಿಕೆಯನ್ನು ನಿರ್ವಹಿಸುವ ನಿಮ್ಮ ಪ್ರಯತ್ನವನ್ನು ಕಡಿಮೆ ಮಾಡುತ್ತದೆಆಧಾರ. ಇದಲ್ಲದೆ, ಇದು ಹತೋಟಿ ನೀಡುತ್ತದೆಸಂಯೋಜನೆಯ ಶಕ್ತಿ ಕಾಲಾನಂತರದಲ್ಲಿ ಅಪೇಕ್ಷಿತ ಆದಾಯಕ್ಕೆ ಕಾರಣವಾಗುತ್ತದೆ.

ಬೇರೆ ಬೇರೆ ಇವೆಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳ ವಿಧಗಳು SIP ಗಾಗಿ ಈಕ್ವಿಟಿ, ಸಾಲ, ಸಮತೋಲಿತ, ಅಲ್ಟ್ರಾ-ಅಲ್ಪಾವಧಿ ನಿಧಿಗಳು, ಇತ್ಯಾದಿ. ಆದಾಗ್ಯೂ, ಈಕ್ವಿಟಿ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳು SIP ಮೂಲಕ ಹೂಡಿಕೆ ಮಾಡಿದಾಗ ಗರಿಷ್ಠ ಆದಾಯವನ್ನು ನೀಡುತ್ತವೆ. ಹೂಡಿಕೆದಾರರು ಹೂಡಿಕೆ ಮಾಡಬೇಕು ಎಂದು ಹಣಕಾಸು ಸಲಹೆಗಾರರು ಸೂಚಿಸುತ್ತಾರೆಅತ್ಯುತ್ತಮ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು SIP ಗಾಗಿ ಅವರ ಹೂಡಿಕೆಯ ಉದ್ದೇಶಗಳು ಮತ್ತು ಅವಧಿSIP ಹೂಡಿಕೆ.

ಟಾಪ್ 11 SIP ಫಂಡ್‌ಗಳಲ್ಲಿ ಏಕೆ ಹೂಡಿಕೆ ಮಾಡಿ?

ಮ್ಯೂಚುವಲ್ ಫಂಡ್‌ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು SIP ಗಳು ಶಿಸ್ತಿನ ವಿಧಾನವನ್ನು ನೀಡುತ್ತವೆ
ವ್ಯವಸ್ಥಿತ ಹೂಡಿಕೆಯು ಭವಿಷ್ಯದ ಕನಸು ಮತ್ತು ಪ್ರಮುಖ ಗುರಿಗಳಾದ ನಿವೃತ್ತಿ, ಮಗುವಿನ ವೃತ್ತಿಜೀವನ, ಮನೆ, ಕಾರು ಅಥವಾ ಯಾವುದೇ ಇತರ ಆಸ್ತಿಗಳನ್ನು ಖರೀದಿಸಲು ಸಹಾಯ ಮಾಡುತ್ತದೆ.
SIP ಗಳು ಹೆಚ್ಚಿನ ಸಂಯೋಜನೆಯನ್ನು ಮಾಡಲು ಸಹಾಯ ಮಾಡುತ್ತದೆ ಮತ್ತು ಯುವ ಹೂಡಿಕೆದಾರರಿಗೆ ಸೂಕ್ತವಾಗಿದೆ
ವ್ಯವಸ್ಥಿತ ಹೂಡಿಕೆ ಯೋಜನೆಗಳು ಈಕ್ವಿಟಿ ಏರಿಳಿತದ ಅಪಾಯವನ್ನು ಕಡಿಮೆ ಮಾಡುತ್ತದೆ

SIP ನಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವುದು ಹೇಗೆ?

ಹಣವನ್ನು ಹೂಡಿಕೆ ಮಾಡುವುದು ಒಂದು ಕಲೆ, ಅದನ್ನು ಸರಿಯಾಗಿ ಮಾಡಿದರೆ ಅದ್ಭುತಗಳನ್ನು ಮಾಡಬಹುದು. ಈಗ ನಿಮಗೆ ತಿಳಿದಿದೆಉನ್ನತ SIP ಯೋಜನೆಗಳನ್ನು ನೀವು ಅದರಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವುದು ಹೇಗೆ ಎಂದು ತಿಳಿದಿರಬೇಕು. SIP ನಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವ ಹಂತಗಳನ್ನು ನಾವು ಕೆಳಗೆ ಉಲ್ಲೇಖಿಸಿದ್ದೇವೆ.

1. ನಿಮ್ಮ ಹಣಕಾಸಿನ ಗುರಿಗಳನ್ನು ವಿಶ್ಲೇಷಿಸಿ

ನಿಮಗೆ ಸೂಕ್ತವಾದ SIP ಹೂಡಿಕೆಯನ್ನು ಆಯ್ಕೆಮಾಡಿಹಣಕಾಸಿನ ಗುರಿಗಳು. ಉದಾಹರಣೆಗೆ, ನಿಮ್ಮ ಗುರಿಯು ಅಲ್ಪಾವಧಿಯದ್ದಾಗಿದ್ದರೆ (ಮುಂದಿನ 2 ವರ್ಷಗಳಲ್ಲಿ ಕಾರು ಖರೀದಿಸಲು ಬಯಸಿದರೆ), ನೀವು ಡೆಟ್ ಮ್ಯೂಚುವಲ್ ಫಂಡ್‌ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಬೇಕು. ಮತ್ತು, ನಿಮ್ಮ ಗುರಿಯು ದೀರ್ಘಾವಧಿಯದ್ದಾಗಿದ್ದರೆ (ಹಾಗೆನಿವೃತ್ತಿ ಯೋಜನೆ) ನಂತರ ಈಕ್ವಿಟಿ ಮ್ಯೂಚುವಲ್ ಫಂಡ್‌ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು ಆದ್ಯತೆ ನೀಡಿ.

2. ಹೂಡಿಕೆಯ ಟೈಮ್‌ಲೈನ್ ಆಯ್ಕೆಮಾಡಿ

ನೀವು ಸರಿಯಾದ ಅವಧಿಗೆ ಸರಿಯಾದ ಪ್ರಮಾಣದ ಹಣವನ್ನು ಹೂಡಿಕೆ ಮಾಡುತ್ತೀರಿ ಎಂದು ಇದು ಖಚಿತಪಡಿಸುತ್ತದೆ.

3. ನೀವು ಮಾಸಿಕ ಹೂಡಿಕೆ ಮಾಡಲು ಬಯಸುವ ಮೊತ್ತವನ್ನು ನಿರ್ಧರಿಸಿ

SIP ಮಾಸಿಕ ಹೂಡಿಕೆಯಾಗಿರುವುದರಿಂದ, ನೀವು ಮಾಸಿಕ ಹೂಡಿಕೆ ಮಾಡದಿರುವ ಮೊತ್ತವನ್ನು ನೀವು ಆರಿಸಿಕೊಳ್ಳಬೇಕುಅನುತ್ತೀರ್ಣ. ಬಳಸಿಕೊಂಡು ನಿಮ್ಮ ಗುರಿಗೆ ಅನುಗುಣವಾಗಿ ನೀವು ಸೂಕ್ತವಾದ ಮೊತ್ತವನ್ನು ಲೆಕ್ಕ ಹಾಕಬಹುದುಸಿಪ್ ಕ್ಯಾಲ್ಕುಲೇಟರ್ ಅಥವಾ SIP ರಿಟರ್ನ್ ಕ್ಯಾಲ್ಕುಲೇಟರ್.

4. ಅತ್ಯುತ್ತಮ SIP ಯೋಜನೆಯನ್ನು ಆಯ್ಕೆಮಾಡಿ

ಸಮಾಲೋಚಿಸುವ ಮೂಲಕ ಬುದ್ಧಿವಂತ ಹೂಡಿಕೆಯ ಆಯ್ಕೆಯನ್ನು ಮಾಡಿ aಹಣಕಾಸು ಸಲಹೆಗಾರ ಅಥವಾ ಆಯ್ಕೆ ಮಾಡುವ ಮೂಲಕಅತ್ಯುತ್ತಮ SIP ಯೋಜನೆಗಳು ವಿವಿಧ ಆನ್‌ಲೈನ್ ಹೂಡಿಕೆ ವೇದಿಕೆಗಳಿಂದ ನೀಡಲಾಗುತ್ತದೆ.

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ಭಾರತದಲ್ಲಿ FY 22 - 23 ಟಾಪ್ 11 SIP ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳು

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2023 (%)
Motilal Oswal Midcap 30 Fund Growth	₹102.891 ↓ -0.08	₹18,604	500	2.6	24.2	66.1	33.6	31.3	41.7
Kotak Small Cap Fund Growth	₹276.757 ↑ 0.05	₹18,287	1,000	-0.2	18.8	43.9	19.6	31.1	34.8
ICICI Prudential Infrastructure Fund Growth	₹189.63 ↓ -1.92	₹6,424	100	-3.4	9.6	56.2	33.2	30.9	44.6
L&T Emerging Businesses Fund Growth	₹86.6962 ↓ -0.43	₹17,306	500	-0.4	14.7	42.6	26.5	30.5	46.1
DSP BlackRock Small Cap Fund Growth	₹196.983 ↓ -0.02	₹16,705	500	0.8	16.2	39.7	22.9	30.4	41.2
Invesco India Infrastructure Fund Growth	₹64.06 ↓ -0.31	₹1,666	500	-6.5	10.4	60.4	27.5	30	51.1
Nippon India Power and Infra Fund Growth	₹348.696 ↓ -4.13	₹7,863	100	-7.1	8	55.9	31.3	29.9	58
IDFC Infrastructure Fund Growth	₹51.97 ↓ -0.24	₹1,906	100	-9.2	11.7	64.9	29.1	29.8	50.3
BOI AXA Manufacturing and Infrastructure Fund Growth	₹55.93 ↓ -0.42	₹529	1,000	-4.2	9.7	50.1	26.5	29.7	44.7
SBI Healthcare Opportunities Fund Growth	₹423.835 ↑ 6.20	₹3,346	500	10.7	22.3	57.5	24.1	29.5	38.2
Edelweiss Mid Cap Fund Growth	₹97.141 ↓ -0.46	₹7,755	500	1.3	20.2	57.3	24.6	29.5	38.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Nov 24

*ಅತ್ಯುತ್ತಮ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳ ಪಟ್ಟಿ SIP ಗಳು ನಿವ್ವಳ ಸ್ವತ್ತುಗಳು/ AUM ಗಿಂತ ಹೆಚ್ಚು200 ಕೋಟಿ 5 ವರ್ಷಗಳ ಕ್ಯಾಲೆಂಡರ್ ವರ್ಷದ ಆದಾಯವನ್ನು ಆಧರಿಸಿ ಆದೇಶಿಸಿದ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳ ಇಕ್ವಿಟಿ ವರ್ಗದಲ್ಲಿ.

1. Motilal Oswal Midcap 30 Fund

(Erstwhile Motilal Oswal MOSt Focused Midcap 30 Fund)

The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Motilal Oswal Midcap 30 Fund is a Equity - Mid Cap fund was launched on 24 Feb 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 24.4% since its launch. Ranked 27 in Mid Cap category. Return for 2023 was 41.7% , 2022 was 10.7% and 2021 was 55.8% .

Below is the key information for Motilal Oswal Midcap 30 Fund

Motilal Oswal Midcap 30 Fund Growth
Launch Date	24 Feb 14
NAV (04 Nov 24)	₹102.891 ↓ -0.08 (-0.07 %)
Net Assets (Cr)	₹18,604 on 30 Sep 24
Category	Equity - Mid Cap
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	0.66
Sharpe Ratio	3.44
Information Ratio	1.23
Alpha Ratio	22.5
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 Oct 19	₹10,000
31 Oct 20	₹9,551
31 Oct 21	₹16,394
31 Oct 22	₹19,861
31 Oct 23	₹23,514
31 Oct 24	₹39,059

Motilal Oswal Midcap 30 Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹657,502.
Net Profit of ₹357,502 Invest Now

Returns for Motilal Oswal Midcap 30 Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Nov 24

Duration	Returns
1 Month	-4.3%
3 Month	2.6%
6 Month	24.2%
1 Year	66.1%
3 Year	33.6%
5 Year	31.3%
10 Year
15 Year
Since launch	24.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	41.7%
2022	10.7%
2021	55.8%
2020	9.3%
2019	9.7%
2018	-12.7%
2017	30.8%
2016	5.2%
2015	16.5%
2014

Fund Manager information for Motilal Oswal Midcap 30 Fund

Name	Since	Tenure
Ajay Khandelwal	1 Oct 24	0 Yr.
Niket Shah	1 Jul 20	4.25 Yr.
Santosh Singh	1 Oct 24	0 Yr.
Rakesh Shetty	22 Nov 22	1.86 Yr.
Sunil Sawant	1 Jul 24	0.25 Yr.

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

Equity Sector Allocation

Sector	Value
Industrials	22.85%
Technology	20.91%
Consumer Cyclical	17.5%
Financial Services	8.81%
Health Care	4.47%
Basic Materials	3.7%
Real Estate	2.73%

Asset Allocation

Asset Class	Value
Cash	19.02%
Equity	80.98%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 29 Feb 24 \| KALYANKJIL	10%	₹1,855 Cr	25,400,000 ↑ 400,000
Polycab India Ltd (Industrials) Equity, Since 30 Sep 23 \| POLYCAB	10%	₹1,774 Cr	2,550,000 ↑ 450,000
Jio Financial Services Ltd (Financial Services) Equity, Since 31 Aug 23 \| JIOFIN	9%	₹1,640 Cr	46,773,159 ↑ 13,873,159
Coforge Ltd (Technology) Equity, Since 31 Mar 23 \| COFORGE	8%	₹1,579 Cr	2,250,000 ↑ 650,000
Persistent Systems Ltd (Technology) Equity, Since 31 Jan 23 \| PERSISTENT	8%	₹1,472 Cr	2,700,000 ↓ -13,800
Tube Investments of India Ltd Ordinary Shares (Industrials) Equity, Since 31 Jul 20 \| TIINDIA	6%	₹1,070 Cr	2,467,811 ↑ 217,811
Voltas Ltd (Industrials) Equity, Since 31 Oct 17 \| VOLTAS	5%	₹923 Cr	5,000,000
Balkrishna Industries Ltd (Consumer Cyclical) Equity, Since 28 Feb 23 \| BALKRISIND	4%	₹717 Cr	2,350,000 ↑ 124,002
Zomato Ltd (Consumer Cyclical) Equity, Since 30 Apr 23 \| 543320	4%	₹683 Cr	25,000,000 ↓ -500,000
Max Healthcare Institute Ltd Ordinary Shares (Healthcare) Equity, Since 31 Mar 24 \| MAXHEALTH	3%	₹540 Cr	5,481,171 ↑ 981,171

2. Kotak Small Cap Fund

(Erstwhile Kotak Midcap Scheme)

The investment objective of the Scheme is to generate capital appreciation from a diversified portfolio of equity and equity related securities.

Kotak Small Cap Fund is a Equity - Small Cap fund was launched on 24 Feb 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.4% since its launch. Ranked 23 in Small Cap category. Return for 2023 was 34.8% , 2022 was -3.1% and 2021 was 70.9% .

Below is the key information for Kotak Small Cap Fund

Kotak Small Cap Fund Growth
Launch Date	24 Feb 05
NAV (04 Nov 24)	₹276.757 ↑ 0.05 (0.02 %)
Net Assets (Cr)	₹18,287 on 30 Sep 24
Category	Equity - Small Cap
AMC	Kotak Mahindra Asset Management Co Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	1.67
Sharpe Ratio	2.26
Information Ratio	-0.55
Alpha Ratio	7.28
Min Investment	5,000
Min SIP Investment	1,000
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Oct 19	₹10,000
31 Oct 20	₹11,349
31 Oct 21	₹22,656
31 Oct 22	₹23,119
31 Oct 23	₹26,953
31 Oct 24	₹38,783

Kotak Small Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹657,502.
Net Profit of ₹357,502 Invest Now

Returns for Kotak Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Nov 24

Duration	Returns
1 Month	-4.1%
3 Month	-0.2%
6 Month	18.8%
1 Year	43.9%
3 Year	19.6%
5 Year	31.1%
10 Year
15 Year
Since launch	18.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	34.8%
2022	-3.1%
2021	70.9%
2020	34.2%
2019	5%
2018	-17.3%
2017	44%
2016	8.9%
2015	7.4%
2014	74%

Fund Manager information for Kotak Small Cap Fund

Name	Since	Tenure
Harish Bihani	20 Oct 23	0.95 Yr.

Data below for Kotak Small Cap Fund as on 30 Sep 24

Equity Sector Allocation

Sector	Value
Industrials	33.42%
Consumer Cyclical	20.77%
Basic Materials	14.45%
Health Care	12.7%
Financial Services	3.67%
Real Estate	3.63%
Consumer Defensive	3.17%
Communication Services	2.54%
Technology	2.1%

Asset Allocation

Asset Class	Value
Cash	3.55%
Equity	96.45%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Cyient Ltd (Industrials) Equity, Since 31 Dec 19 \| CYIENT	3%	₹597 Cr	3,174,852
Techno Electric & Engineering Co Ltd (Industrials) Equity, Since 31 Dec 18 \| TECHNOE	3%	₹570 Cr	3,559,792
Century Plyboards (India) Ltd (Basic Materials) Equity, Since 31 Oct 18 \| 532548	3%	₹565 Cr	6,353,571
Blue Star Ltd (Industrials) Equity, Since 31 May 18 \| BLUESTARCO	3%	₹540 Cr	2,616,673 ↓ -240,679
Ratnamani Metals & Tubes Ltd (Basic Materials) Equity, Since 31 Jan 18 \| RATNAMANI	3%	₹487 Cr	1,328,764
Krishna Institute of Medical Sciences Ltd (Healthcare) Equity, Since 31 Dec 23 \| 543308	2%	₹451 Cr	8,096,930
Sansera Engineering Ltd (Consumer Cyclical) Equity, Since 30 Sep 21 \| 543358	2%	₹434 Cr	2,596,496
Vijaya Diagnostic Centre Ltd (Healthcare) Equity, Since 31 Mar 24 \| 543350	2%	₹422 Cr	4,397,621 ↑ 9,120
Alembic Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Jan 22 \| APLLTD	2%	₹413 Cr	3,427,766
Carborundum Universal Ltd (Industrials) Equity, Since 30 Jun 18 \| CARBORUNIV	2%	₹407 Cr	2,718,155

3. ICICI Prudential Infrastructure Fund

To generate capital appreciation and income distribution to unit holders by investing predominantly in equity/equity related securities of the companies belonging to the infrastructure development and balance in debt securities and money market instruments.

ICICI Prudential Infrastructure Fund is a Equity - Sectoral fund was launched on 31 Aug 05. It is a fund with High risk and has given a CAGR/Annualized return of 16.7% since its launch. Ranked 27 in Sectoral category. Return for 2023 was 44.6% , 2022 was 28.8% and 2021 was 50.1% .

Below is the key information for ICICI Prudential Infrastructure Fund

ICICI Prudential Infrastructure Fund Growth
Launch Date	31 Aug 05
NAV (04 Nov 24)	₹189.63 ↓ -1.92 (-1.00 %)
Net Assets (Cr)	₹6,424 on 30 Sep 24
Category	Equity - Sectoral
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆☆
Risk	High
Expense Ratio	2.22
Sharpe Ratio	3.44
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.

Date	Value
31 Oct 19	₹10,000
31 Oct 20	₹8,153
31 Oct 21	₹16,225
31 Oct 22	₹19,329
31 Oct 23	₹24,564
31 Oct 24	₹38,379

ICICI Prudential Infrastructure Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹642,208.
Net Profit of ₹342,208 Invest Now

Returns for ICICI Prudential Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Nov 24

Duration	Returns
1 Month	-5.4%
3 Month	-3.4%
6 Month	9.6%
1 Year	56.2%
3 Year	33.2%
5 Year	30.9%
10 Year
15 Year
Since launch	16.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	44.6%
2022	28.8%
2021	50.1%
2020	3.6%
2019	2.6%
2018	-14%
2017	40.8%
2016	2%
2015	-3.4%
2014	56.2%

Fund Manager information for ICICI Prudential Infrastructure Fund

Name	Since	Tenure
Ihab Dalwai	3 Jun 17	7.33 Yr.
Sharmila D’mello	30 Jun 22	2.26 Yr.

Data below for ICICI Prudential Infrastructure Fund as on 30 Sep 24

Equity Sector Allocation

Sector	Value
Industrials	31.81%
Basic Materials	19.74%
Financial Services	19.22%
Utility	11.96%
Energy	5.54%
Consumer Cyclical	1.41%
Real Estate	1.27%
Communication Services	0.82%

Asset Allocation

Asset Class	Value
Cash	7.51%
Equity	91.77%
Debt	0.72%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Nov 09 \| LT	7%	₹441 Cr	1,199,683 ↑ 83,564
NTPC Ltd (Utilities) Equity, Since 29 Feb 16 \| 532555	5%	₹293 Cr	6,615,698 ↓ -2,550,000
JM Financial Ltd (Financial Services) Equity, Since 31 Oct 21 \| JMFINANCIL	4%	₹262 Cr	17,363,241 ↑ 1,000,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Dec 16 \| ICICIBANK	4%	₹253 Cr	1,990,000 ↓ -210,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 22 \| HDFCBANK	4%	₹241 Cr	1,390,000 ↓ -220,000
Kalpataru Projects International Ltd (Industrials) Equity, Since 30 Sep 06 \| KPIL	4%	₹233 Cr	1,702,912 ↓ -55,364
NCC Ltd (Industrials) Equity, Since 31 Aug 21 \| NCC	3%	₹184 Cr	6,100,157
Bajaj Finserv Ltd (Financial Services) Equity, Since 30 Jun 24 \| 532978	3%	₹179 Cr	905,683 ↓ -8,000
Shree Cement Ltd (Basic Materials) Equity, Since 30 Apr 24 \| 500387	3%	₹178 Cr	67,622
Nuvoco Vista Corp Ltd (Basic Materials) Equity, Since 28 Feb 23 \| 543334	3%	₹176 Cr	4,887,713

4. L&T Emerging Businesses Fund

To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian markets with key theme focus being emerging companies (small cap stocks). The Scheme could also additionally invest in Foreign Securities.

L&T Emerging Businesses Fund is a Equity - Small Cap fund was launched on 12 May 14. It is a fund with High risk and has given a CAGR/Annualized return of 23% since its launch. Ranked 2 in Small Cap category. Return for 2023 was 46.1% , 2022 was 1% and 2021 was 77.4% .

Below is the key information for L&T Emerging Businesses Fund

L&T Emerging Businesses Fund Growth
Launch Date	12 May 14
NAV (04 Nov 24)	₹86.6962 ↓ -0.43 (-0.49 %)
Net Assets (Cr)	₹17,306 on 30 Sep 24
Category	Equity - Small Cap
AMC	L&T Investment Management Ltd
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	1.73
Sharpe Ratio	2
Information Ratio	0.27
Alpha Ratio	0.52
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 Oct 19	₹10,000
31 Oct 20	₹9,544
31 Oct 21	₹18,715
31 Oct 22	₹20,605
31 Oct 23	₹26,571
31 Oct 24	₹37,901

L&T Emerging Businesses Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹642,208.
Net Profit of ₹342,208 Invest Now

Returns for L&T Emerging Businesses Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Nov 24

Duration	Returns
1 Month	-2.6%
3 Month	-0.4%
6 Month	14.7%
1 Year	42.6%
3 Year	26.5%
5 Year	30.5%
10 Year
15 Year
Since launch	23%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	46.1%
2022	1%
2021	77.4%
2020	15.5%
2019	-8.1%
2018	-13.7%
2017	66.5%
2016	10.2%
2015	12.3%
2014

Fund Manager information for L&T Emerging Businesses Fund

Name	Since	Tenure
Venugopal Manghat	17 Dec 19	4.79 Yr.
Cheenu Gupta	1 Oct 23	1 Yr.
Sonal Gupta	1 Oct 23	1 Yr.

Data below for L&T Emerging Businesses Fund as on 30 Sep 24

Equity Sector Allocation

Sector	Value
Industrials	32.47%
Consumer Cyclical	15.46%
Basic Materials	13.32%
Financial Services	12.83%
Technology	8.01%
Real Estate	5.56%
Health Care	3.49%
Consumer Defensive	3.47%
Energy	1.41%

Asset Allocation

Asset Class	Value
Cash	1.98%
Equity	98.02%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Apar Industries Ltd (Industrials) Equity, Since 31 Mar 17 \| APARINDS	3%	₹482 Cr	505,400 ↓ -130,000
Aditya Birla Real Estate Ltd (Basic Materials) Equity, Since 30 Sep 22 \| 500040	3%	₹458 Cr	1,607,279
Trent Ltd (Consumer Cyclical) Equity, Since 31 Jan 17 \| 500251	3%	₹440 Cr	580,400
Brigade Enterprises Ltd (Real Estate) Equity, Since 31 Jul 19 \| 532929	2%	₹410 Cr	2,891,084 ↓ -138,011
Techno Electric & Engineering Co Ltd (Industrials) Equity, Since 31 Jan 19 \| TECHNOE	2%	₹396 Cr	2,473,042 ↓ -100,000
Neuland Laboratories Limited Equity, Since 31 Jan 24 \| -	2%	₹348 Cr	281,022 ↓ -20,000
NCC Ltd (Industrials) Equity, Since 28 Feb 21 \| NCC	2%	₹341 Cr	11,291,100
Dixon Technologies (India) Ltd (Technology) Equity, Since 31 Jul 20 \| DIXON	2%	₹329 Cr	238,273
K.P.R. Mill Ltd (Consumer Cyclical) Equity, Since 28 Feb 15 \| KPRMILL	2%	₹314 Cr	3,286,897
Supreme Petrochem Ltd (Basic Materials) Equity, Since 30 Sep 16 \| SPLPETRO	2%	₹309 Cr	3,565,768

5. DSP BlackRock Small Cap Fund

(Erstwhile DSP BlackRock Micro Cap Fund)

The primary investment objective is to seek to generate long term capital appreciation from a portfolio that is substantially constituted of equity and equity related securities of small cap companies. From time to time, the fund manager will also seek participation in other equity and equity related securities to achieve optimal portfolio construction. There is no assurance that the investment objective of the Scheme will be realized

DSP BlackRock Small Cap Fund is a Equity - Small Cap fund was launched on 14 Jun 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.7% since its launch. Ranked 7 in Small Cap category. Return for 2023 was 41.2% , 2022 was 0.5% and 2021 was 58.9% .

Below is the key information for DSP BlackRock Small Cap Fund

DSP BlackRock Small Cap Fund Growth
Launch Date	14 Jun 07
NAV (04 Nov 24)	₹196.983 ↓ -0.02 (-0.01 %)
Net Assets (Cr)	₹16,705 on 30 Sep 24
Category	Equity - Small Cap
AMC	DSP BlackRock Invmt Managers Pvt. Ltd.
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	1.86
Sharpe Ratio	1.69
Information Ratio	0
Alpha Ratio	0
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 Oct 19	₹10,000
31 Oct 20	₹11,638
31 Oct 21	₹20,307
31 Oct 22	₹21,585
31 Oct 23	₹27,015
31 Oct 24	₹37,727

DSP BlackRock Small Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹642,208.
Net Profit of ₹342,208 Invest Now

Returns for DSP BlackRock Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Nov 24

Duration	Returns
1 Month	-3.3%
3 Month	0.8%
6 Month	16.2%
1 Year	39.7%
3 Year	22.9%
5 Year	30.4%
10 Year
15 Year
Since launch	18.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	41.2%
2022	0.5%
2021	58.9%
2020	33.1%
2019	0.7%
2018	-25.5%
2017	42.8%
2016	12.7%
2015	20.4%
2014	101.8%

Fund Manager information for DSP BlackRock Small Cap Fund

Name	Since	Tenure
Vinit Sambre	21 Jun 10	14.29 Yr.
Resham Jain	16 Mar 18	6.55 Yr.

Data below for DSP BlackRock Small Cap Fund as on 30 Sep 24

Equity Sector Allocation

Sector	Value
Consumer Cyclical	32.87%
Basic Materials	18.91%
Industrials	17.95%
Health Care	8.38%
Consumer Defensive	7.45%
Financial Services	4.13%
Technology	3.14%
Communication Services	1.07%
Utility	0.21%

Asset Allocation

Asset Class	Value
Cash	5.89%
Equity	94.11%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Jubilant Ingrevia Ltd Ordinary Shares (Basic Materials) Equity, Since 31 Dec 22 \| JUBLINGREA	4%	₹616 Cr	7,937,996
eClerx Services Ltd (Technology) Equity, Since 28 Feb 18 \| ECLERX	3%	₹525 Cr	1,746,352
Welspun Corp Ltd (Basic Materials) Equity, Since 31 Mar 21 \| 532144	3%	₹483 Cr	6,296,696 ↓ -100,000
Suprajit Engineering Ltd (Consumer Cyclical) Equity, Since 30 Jun 14 \| SUPRAJIT	3%	₹480 Cr	9,260,495 ↓ -99,109
Triveni Engineering & Industries Ltd (Consumer Defensive) Equity, Since 31 Aug 17 \| 532356	3%	₹435 Cr	9,143,737
Dodla Dairy Ltd (Consumer Defensive) Equity, Since 30 Jun 21 \| 543306	2%	₹411 Cr	3,538,190
Techno Electric & Engineering Co Ltd (Industrials) Equity, Since 31 Jan 19 \| TECHNOE	2%	₹400 Cr	2,500,000 ↓ -335,306
LT Foods Ltd (Consumer Defensive) Equity, Since 31 Dec 17 \| 532783	2%	₹399 Cr	10,000,000 ↓ -1,568,344
Safari Industries (India) Ltd (Consumer Cyclical) Equity, Since 31 Dec 21 \| 523025	2%	₹383 Cr	1,629,601
Ipca Laboratories Ltd (Healthcare) Equity, Since 30 Nov 14 \| 524494	2%	₹351 Cr	2,341,299

6. Invesco India Infrastructure Fund

The Scheme seeks to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of infrastructure companies. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Invesco India Infrastructure Fund is a Equity - Sectoral fund was launched on 21 Nov 07. It is a fund with High risk and has given a CAGR/Annualized return of 11.6% since its launch. Ranked 24 in Sectoral category. Return for 2023 was 51.1% , 2022 was 2.3% and 2021 was 55.4% .

Below is the key information for Invesco India Infrastructure Fund

Invesco India Infrastructure Fund Growth
Launch Date	21 Nov 07
NAV (04 Nov 24)	₹64.06 ↓ -0.31 (-0.48 %)
Net Assets (Cr)	₹1,666 on 30 Sep 24
Category	Equity - Sectoral
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆☆
Risk	High
Expense Ratio	2.34
Sharpe Ratio	2.95
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.

Date	Value
31 Oct 19	₹10,000
31 Oct 20	₹9,711
31 Oct 21	₹17,938
31 Oct 22	₹18,879
31 Oct 23	₹23,183
31 Oct 24	₹37,187

Invesco India Infrastructure Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹642,208.
Net Profit of ₹342,208 Invest Now

Returns for Invesco India Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Nov 24

Duration	Returns
1 Month	-6.1%
3 Month	-6.5%
6 Month	10.4%
1 Year	60.4%
3 Year	27.5%
5 Year	30%
10 Year
15 Year
Since launch	11.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	51.1%
2022	2.3%
2021	55.4%
2020	16.2%
2019	6.1%
2018	-15.8%
2017	48.1%
2016	0.8%
2015	-2.6%
2014	83.6%

Fund Manager information for Invesco India Infrastructure Fund

Name	Since	Tenure
Amit Nigam	3 Sep 20	4.08 Yr.

Data below for Invesco India Infrastructure Fund as on 30 Sep 24

Equity Sector Allocation

Sector	Value
Industrials	54%
Utility	12.76%
Consumer Cyclical	9.08%
Basic Materials	7.62%
Health Care	4.53%
Technology	3.31%
Energy	3%
Financial Services	2.19%
Real Estate	1.08%
Communication Services	1.04%

Asset Allocation

Asset Class	Value
Cash	1.39%
Equity	98.61%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 12 \| LT	6%	₹93 Cr	252,200
Power Grid Corp Of India Ltd (Utilities) Equity, Since 30 Apr 22 \| 532898	5%	₹87 Cr	2,478,858 ↓ -464,922
Jyoti CNC Automation Ltd (Industrials) Equity, Since 31 Jan 24 \| JYOTICNC	4%	₹63 Cr	550,844
NTPC Ltd (Utilities) Equity, Since 31 Dec 23 \| 532555	3%	₹55 Cr	1,234,119
Tata Power Co Ltd (Utilities) Equity, Since 31 Jan 21 \| 500400	3%	₹54 Cr	1,114,602
Solar Industries India Ltd (Basic Materials) Equity, Since 31 Dec 23 \| SOLARINDS	3%	₹50 Cr	43,689
Bharat Petroleum Corp Ltd (Energy) Equity, Since 31 Jan 23 \| 500547	3%	₹50 Cr	1,351,085
Suzlon Energy Ltd (Industrials) Equity, Since 31 Aug 23 \| SUZLON	3%	₹49 Cr	6,152,057 ↓ -349,033
Bharat Electronics Ltd (Industrials) Equity, Since 30 Nov 17 \| BEL	3%	₹49 Cr	1,717,480 ↑ 322,266
Thermax Ltd (Industrials) Equity, Since 30 Jun 21 \| THERMAX	3%	₹49 Cr	95,821 ↓ -10,274

7. Nippon India Power and Infra Fund

(Erstwhile Reliance Diversified Power Sector Fund)

The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies in the power sector.

Nippon India Power and Infra Fund is a Equity - Sectoral fund was launched on 8 May 04. It is a fund with High risk and has given a CAGR/Annualized return of 19% since its launch. Ranked 13 in Sectoral category. Return for 2023 was 58% , 2022 was 10.9% and 2021 was 48.9% .

Below is the key information for Nippon India Power and Infra Fund

Nippon India Power and Infra Fund Growth
Launch Date	8 May 04
NAV (04 Nov 24)	₹348.696 ↓ -4.13 (-1.17 %)
Net Assets (Cr)	₹7,863 on 30 Sep 24
Category	Equity - Sectoral
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆☆☆
Risk	High
Expense Ratio	2.05
Sharpe Ratio	3.08
Information Ratio	1.62
Alpha Ratio	7.02
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 Oct 19	₹10,000
31 Oct 20	₹9,028
31 Oct 21	₹16,311
31 Oct 22	₹18,118
31 Oct 23	₹23,696
31 Oct 24	₹36,933

Nippon India Power and Infra Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹627,226.
Net Profit of ₹327,226 Invest Now

Returns for Nippon India Power and Infra Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Nov 24

Duration	Returns
1 Month	-7.3%
3 Month	-7.1%
6 Month	8%
1 Year	55.9%
3 Year	31.3%
5 Year	29.9%
10 Year
15 Year
Since launch	19%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	58%
2022	10.9%
2021	48.9%
2020	10.8%
2019	-2.9%
2018	-21.1%
2017	61.7%
2016	0.1%
2015	0.3%
2014	50.8%

Fund Manager information for Nippon India Power and Infra Fund

Name	Since	Tenure
Kinjal Desai	25 May 18	6.36 Yr.
Rahul Modi	19 Aug 24	0.12 Yr.

Data below for Nippon India Power and Infra Fund as on 30 Sep 24

Equity Sector Allocation

Sector	Value
Industrials	42.3%
Utility	17.06%
Basic Materials	10.26%
Communication Services	7.78%
Energy	7.14%
Real Estate	4.78%
Consumer Cyclical	3.83%
Technology	3.22%
Health Care	2.29%

Asset Allocation

Asset Class	Value
Cash	1.35%
Equity	98.65%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Nov 07 \| LT	9%	₹735 Cr	2,000,000
Reliance Industries Ltd (Energy) Equity, Since 30 Nov 18 \| RELIANCE	7%	₹561 Cr	1,900,000
NTPC Ltd (Utilities) Equity, Since 31 May 09 \| 532555	7%	₹554 Cr	12,500,000 ↑ 1,000,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 18 \| BHARTIARTL	6%	₹444 Cr	2,600,000 ↑ 100,000
Kaynes Technology India Ltd (Industrials) Equity, Since 30 Nov 22 \| KAYNES	5%	₹367 Cr	675,741 ↓ -253,946
UltraTech Cement Ltd (Basic Materials) Equity, Since 31 Oct 19 \| 532538	4%	₹319 Cr	270,000
Bosch Ltd (Consumer Cyclical) Equity, Since 31 Aug 21 \| 500530	4%	₹301 Cr	80,000 ↓ -20,000
Carborundum Universal Ltd (Industrials) Equity, Since 30 Sep 23 \| CARBORUNIV	3%	₹270 Cr	1,800,000
Siemens Ltd (Industrials) Equity, Since 31 May 21 \| 500550	3%	₹254 Cr	350,000
Container Corporation of India Ltd (Industrials) Equity, Since 31 Aug 22 \| CONCOR	3%	₹230 Cr	2,500,000

8. IDFC Infrastructure Fund

The investment objective of the scheme is to seek to generate long-term capital growth through an active diversified portfolio of predominantly equity and equity related instruments of companies that are participating in and benefiting from growth in Indian infrastructure and infrastructural related activities. However, there can be no assurance that the investment objective of the scheme will be realized.

IDFC Infrastructure Fund is a Equity - Sectoral fund was launched on 8 Mar 11. It is a fund with High risk and has given a CAGR/Annualized return of 12.9% since its launch. Ranked 1 in Sectoral category. Return for 2023 was 50.3% , 2022 was 1.7% and 2021 was 64.8% .

Below is the key information for IDFC Infrastructure Fund

IDFC Infrastructure Fund Growth
Launch Date	8 Mar 11
NAV (04 Nov 24)	₹51.97 ↓ -0.24 (-0.45 %)
Net Assets (Cr)	₹1,906 on 30 Sep 24
Category	Equity - Sectoral
AMC	IDFC Asset Management Company Limited
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	2.33
Sharpe Ratio	3.17
Information Ratio	0
Alpha Ratio	0
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 Oct 19	₹10,000
31 Oct 20	₹8,539
31 Oct 21	₹17,121
31 Oct 22	₹17,400
31 Oct 23	₹22,341
31 Oct 24	₹36,843

IDFC Infrastructure Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹627,226.
Net Profit of ₹327,226 Invest Now

Returns for IDFC Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Nov 24

Duration	Returns
1 Month	-7.1%
3 Month	-9.2%
6 Month	11.7%
1 Year	64.9%
3 Year	29.1%
5 Year	29.8%
10 Year
15 Year
Since launch	12.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	50.3%
2022	1.7%
2021	64.8%
2020	6.3%
2019	-5.3%
2018	-25.9%
2017	58.7%
2016	10.7%
2015	-0.2%
2014	43.2%

Fund Manager information for IDFC Infrastructure Fund

Name	Since	Tenure
Vishal Biraia	24 Jan 24	0.69 Yr.
Ritika Behera	7 Oct 23	0.99 Yr.
Gaurav Satra	7 Jun 24	0.32 Yr.

Data below for IDFC Infrastructure Fund as on 30 Sep 24

Equity Sector Allocation

Sector	Value
Industrials	52.47%
Utility	10.82%
Basic Materials	10.6%
Communication Services	6.43%
Energy	3.99%
Consumer Cyclical	3.87%
Financial Services	3.58%
Technology	2.29%
Health Care	1.41%

Asset Allocation

Asset Class	Value
Cash	4.54%
Equity	95.46%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Kirloskar Brothers Ltd (Industrials) Equity, Since 31 Dec 17 \| 500241	4%	₹80 Cr	443,385 ↑ 8,933
GPT Infraprojects Ltd (Industrials) Equity, Since 30 Nov 17 \| 533761	4%	₹77 Cr	4,384,900 ↑ 1,145,000
PTC India Financial Services Ltd (Financial Services) Equity, Since 31 Dec 23 \| PFS	4%	₹70 Cr	12,200,218 ↑ 1,724,925
Reliance Industries Ltd (Energy) Equity, Since 30 Jun 24 \| 500325	3%	₹68 Cr	226,353 ↑ 65,263
Adani Ports & Special Economic Zone Ltd (Industrials) Equity, Since 31 Dec 23 \| 532921	3%	₹64 Cr	434,979
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 12 \| 500510	3%	₹64 Cr	171,447
Ahluwalia Contracts (India) Ltd (Industrials) Equity, Since 30 Apr 15 \| AHLUCONT	3%	₹60 Cr	470,125 ↑ 38,887
Indus Towers Ltd Ordinary Shares (Communication Services) Equity, Since 31 Dec 23 \| 534816	3%	₹57 Cr	1,252,522 ↓ -58,513
H.G. Infra Engineering Ltd Ordinary Shares (Industrials) Equity, Since 28 Feb 18 \| HGINFRA	3%	₹50 Cr	321,984 ↑ 190,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 19 \| 532454	2%	₹46 Cr	289,163

9. BOI AXA Manufacturing and Infrastructure Fund

The Scheme seeks to generate long term capital appreciation through a portfolio of predominantly equity and equity related securities of companies engaged in manufacturing and infrastructure and related sectors. Further, there can be no assurance that the investment objectives of the scheme will be realized. The Scheme is not providing any assured or guaranteed returns

BOI AXA Manufacturing and Infrastructure Fund is a Equity - Sectoral fund was launched on 5 Mar 10. It is a fund with High risk and has given a CAGR/Annualized return of 12.5% since its launch. Return for 2023 was 44.7% , 2022 was 3.3% and 2021 was 52.5% .

Below is the key information for BOI AXA Manufacturing and Infrastructure Fund

BOI AXA Manufacturing and Infrastructure Fund Growth
Launch Date	5 Mar 10
NAV (04 Nov 24)	₹55.93 ↓ -0.42 (-0.75 %)
Net Assets (Cr)	₹529 on 30 Sep 24
Category	Equity - Sectoral
AMC	BOI AXA Investment Mngrs Private Ltd
Rating	Not Rated
Risk	High
Expense Ratio	2.57
Sharpe Ratio	3.1
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	1,000
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Oct 19	₹10,000
31 Oct 20	₹10,684
31 Oct 21	₹18,155
31 Oct 22	₹19,583
31 Oct 23	₹24,472
31 Oct 24	₹36,734

BOI AXA Manufacturing and Infrastructure Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹627,226.
Net Profit of ₹327,226 Invest Now

Returns for BOI AXA Manufacturing and Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Nov 24

Duration	Returns
1 Month	-6.2%
3 Month	-4.2%
6 Month	9.7%
1 Year	50.1%
3 Year	26.5%
5 Year	29.7%
10 Year
15 Year
Since launch	12.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	44.7%
2022	3.3%
2021	52.5%
2020	28.1%
2019	2.5%
2018	-22.8%
2017	56%
2016	1%
2015	0.3%
2014	54.1%

Fund Manager information for BOI AXA Manufacturing and Infrastructure Fund

Name	Since	Tenure
Nitin Gosar	27 Sep 22	2.01 Yr.

Data below for BOI AXA Manufacturing and Infrastructure Fund as on 30 Sep 24

Equity Sector Allocation

Sector	Value
Industrials	25.87%
Basic Materials	22.14%
Consumer Cyclical	11.9%
Energy	9.98%
Utility	7.12%
Health Care	4.43%
Consumer Defensive	4.27%
Technology	4.24%
Communication Services	3.68%
Real Estate	1.7%

Asset Allocation

Asset Class	Value
Cash	4.66%
Equity	95.32%
Debt	0.02%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
NTPC Ltd (Utilities) Equity, Since 31 May 21 \| 532555	6%	₹34 Cr	773,906 ↑ 120,610
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Mar 10 \| LT	5%	₹25 Cr	68,525
Vedanta Ltd (Basic Materials) Equity, Since 31 Mar 24 \| 500295	5%	₹24 Cr	477,680 ↑ 44,758
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 20 \| RELIANCE	3%	₹18 Cr	60,873 ↓ -25,244
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 31 Oct 22 \| 500312	3%	₹15 Cr	499,508
Indus Towers Ltd Ordinary Shares (Communication Services) Equity, Since 31 Jan 24 \| 534816	3%	₹15 Cr	375,411 ↓ -50,000
Hero MotoCorp Ltd (Consumer Cyclical) Equity, Since 30 Nov 23 \| HEROMOTOCO	2%	₹13 Cr	23,073
Senco Gold Ltd (Consumer Cyclical) Equity, Since 31 Aug 23 \| SENCO	2%	₹13 Cr	90,994 ↑ 19,140
Sterling and Wilson Renewable Energy Ltd (Technology) Equity, Since 31 Mar 24 \| SWSOLAR	2%	₹12 Cr	201,018 ↑ 45,000
PCBL Ltd (Basic Materials) Equity, Since 31 Jul 24 \| PCBL	2%	₹12 Cr	200,000 ↓ -85,965

10. SBI Healthcare Opportunities Fund

(Erstwhile SBI Pharma Fund)

To provide the investors maximum growth opportunity through equity investments in stocks of growth oriented sectors of the economy.

SBI Healthcare Opportunities Fund is a Equity - Sectoral fund was launched on 31 Dec 04. It is a fund with High risk and has given a CAGR/Annualized return of 16.1% since its launch. Ranked 34 in Sectoral category. Return for 2023 was 38.2% , 2022 was -6% and 2021 was 20.1% .

Below is the key information for SBI Healthcare Opportunities Fund

SBI Healthcare Opportunities Fund Growth
Launch Date	31 Dec 04
NAV (31 Oct 24)	₹423.835 ↑ 6.20 (1.48 %)
Net Assets (Cr)	₹3,346 on 30 Sep 24
Category	Equity - Sectoral
AMC	SBI Funds Management Private Limited
Rating	☆☆
Risk	High
Expense Ratio	2.09
Sharpe Ratio	2.5
Information Ratio	0.4
Alpha Ratio	1.15
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-15 Days (0.5%),15 Days and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Oct 19	₹10,000
31 Oct 20	₹15,024
31 Oct 21	₹19,094
31 Oct 22	₹19,411
31 Oct 23	₹23,158
31 Oct 24	₹36,478

SBI Healthcare Opportunities Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹627,226.
Net Profit of ₹327,226 Invest Now

Returns for SBI Healthcare Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Nov 24

Duration	Returns
1 Month	1%
3 Month	10.7%
6 Month	22.3%
1 Year	57.5%
3 Year	24.1%
5 Year	29.5%
10 Year
15 Year
Since launch	16.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	38.2%
2022	-6%
2021	20.1%
2020	65.8%
2019	-0.5%
2018	-9.9%
2017	2.1%
2016	-14%
2015	27.1%
2014	56.8%

Fund Manager information for SBI Healthcare Opportunities Fund

Name	Since	Tenure
Tanmaya Desai	1 Jun 11	13.35 Yr.
Pradeep Kesavan	31 Dec 23	0.75 Yr.

Data below for SBI Healthcare Opportunities Fund as on 30 Sep 24

Equity Sector Allocation

Sector	Value
Health Care	89.61%
Basic Materials	6.63%

Asset Allocation

Asset Class	Value
Cash	3.76%
Equity	96.24%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Sun Pharmaceuticals Industries Ltd (Healthcare) Equity, Since 31 Dec 17 \| SUNPHARMA	13%	₹424 Cr	2,200,000 ↑ 100,000
Max Healthcare Institute Ltd Ordinary Shares (Healthcare) Equity, Since 31 Mar 21 \| MAXHEALTH	6%	₹197 Cr	2,000,000 ↓ -21,773
Divi's Laboratories Ltd (Healthcare) Equity, Since 31 Mar 12 \| DIVISLAB	6%	₹196 Cr	360,000
Lupin Ltd (Healthcare) Equity, Since 31 Aug 23 \| 500257	5%	₹175 Cr	800,000
Cipla Ltd (Healthcare) Equity, Since 31 Aug 16 \| 500087	5%	₹165 Cr	1,000,000
Lonza Group Ltd ADR (Healthcare) Equity, Since 31 Jan 24 \| LZAGY	5%	₹159 Cr	300,000
Poly Medicure Ltd (Healthcare) Equity, Since 31 Aug 24 \| POLYMED	4%	₹148 Cr	640,000 ↑ 1,703
Krishna Institute of Medical Sciences Ltd (Healthcare) Equity, Since 30 Nov 22 \| 543308	4%	₹139 Cr	2,500,000
Aether Industries Ltd (Basic Materials) Equity, Since 31 May 22 \| 543534	4%	₹130 Cr	1,400,000
Jupiter Life Line Hospitals Ltd (Healthcare) Equity, Since 31 Aug 23 \| JLHL	4%	₹127 Cr	900,000

11. Edelweiss Mid Cap Fund

(Erstwhile Edelweiss Mid and Small Cap Fund )

The investment objective is to seek to generate long-term capital appreciation from a portfolio that predominantly invests in equity and equity-related securities of Mid Cap companies. However, there can be no assurance that the investment objective of the Scheme will be realised.

Edelweiss Mid Cap Fund is a Equity - Mid Cap fund was launched on 26 Dec 07. It is a fund with High risk and has given a CAGR/Annualized return of 14.5% since its launch. Ranked 22 in Mid Cap category. Return for 2023 was 38.4% , 2022 was 2.4% and 2021 was 50.3% .

Below is the key information for Edelweiss Mid Cap Fund

Edelweiss Mid Cap Fund Growth
Launch Date	26 Dec 07
NAV (04 Nov 24)	₹97.141 ↓ -0.46 (-0.47 %)
Net Assets (Cr)	₹7,755 on 30 Sep 24
Category	Equity - Mid Cap
AMC	Edelweiss Asset Management Limited
Rating	☆☆☆
Risk	High
Expense Ratio	1.86
Sharpe Ratio	3.18
Information Ratio	0.18
Alpha Ratio	11.59
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 Oct 19	₹10,000
31 Oct 20	₹10,678
31 Oct 21	₹18,868
31 Oct 22	₹20,000
31 Oct 23	₹23,186
31 Oct 24	₹36,476

Edelweiss Mid Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹627,226.
Net Profit of ₹327,226 Invest Now

Returns for Edelweiss Mid Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 4 Nov 24

Duration	Returns
1 Month	-4%
3 Month	1.3%
6 Month	20.2%
1 Year	57.3%
3 Year	24.6%
5 Year	29.5%
10 Year
15 Year
Since launch	14.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	38.4%
2022	2.4%
2021	50.3%
2020	26.4%
2019	5.2%
2018	-15.7%
2017	52.3%
2016	2.5%
2015	9.4%
2014	83.4%

Fund Manager information for Edelweiss Mid Cap Fund

Name	Since	Tenure
Dhruv Bhatia	14 Oct 24	0 Yr.
Trideep Bhattacharya	1 Oct 21	3 Yr.
Raj Koradia	1 Aug 24	0.17 Yr.

Data below for Edelweiss Mid Cap Fund as on 30 Sep 24

Equity Sector Allocation

Sector	Value
Financial Services	20.1%
Industrials	18.47%
Consumer Cyclical	16.02%
Technology	11.78%
Health Care	11.46%
Basic Materials	7.98%
Real Estate	3.36%
Consumer Defensive	2.53%
Communication Services	1.98%
Utility	1.77%
Energy	1.76%

Asset Allocation

Asset Class	Value
Cash	2.79%
Equity	97.2%
Other	0.01%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Persistent Systems Ltd (Technology) Equity, Since 31 Mar 21 \| PERSISTENT	5%	₹349 Cr	641,031
Dixon Technologies (India) Ltd (Technology) Equity, Since 31 Jan 20 \| DIXON	4%	₹332 Cr	240,705
Trent Ltd (Consumer Cyclical) Equity, Since 31 Jul 21 \| 500251	4%	₹322 Cr	424,534
Lupin Ltd (Healthcare) Equity, Since 31 Jul 24 \| 500257	3%	₹220 Cr	1,004,356 ↑ 319,125
Solar Industries India Ltd (Basic Materials) Equity, Since 30 Sep 12 \| SOLARINDS	3%	₹196 Cr	169,704
Bajaj Housing Finance Ltd (Financial Services) Equity, Since 30 Sep 24 \| BAJAJHFL	2%	₹184 Cr	11,974,362 ↑ 11,974,362
PB Fintech Ltd (Financial Services) Equity, Since 29 Feb 24 \| 543390	2%	₹176 Cr	1,084,888
CG Power & Industrial Solutions Ltd (Industrials) Equity, Since 31 May 24 \| 500093	2%	₹174 Cr	2,298,558 ↑ 314,333
Voltas Ltd (Industrials) Equity, Since 31 Dec 23 \| VOLTAS	2%	₹157 Cr	848,655
Indian Bank (Financial Services) Equity, Since 31 Jan 21 \| 532814	2%	₹156 Cr	2,974,073

ಹೂಡಿಕೆದಾರರು ತಮ್ಮ ಆಯ್ಕೆಯ SIP ಯೋಜನೆಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು ಸೂಚಿಸಲಾಗಿದೆ. ಮೇಲೆ ತಿಳಿಸಿದ ಟಾಪ್ 11 ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳು ಎಲ್ಲಾ ರೀತಿಯ ಹೂಡಿಕೆದಾರರಿಗೆ ಸೂಕ್ತವಾಗಿದೆ. ಆದ್ದರಿಂದ, ಒಂದೋ ನೀವು ಹೆಚ್ಚಿನ ಅಪಾಯವನ್ನು ಹೊಂದಿರುತ್ತೀರಿಹೂಡಿಕೆದಾರ ಅಥವಾ ತುಲನಾತ್ಮಕವಾಗಿ ಕಡಿಮೆ, ಈ SIP ನಿಧಿಗಳುಹೂಡಿಕೆ ಮಾಡಲು ಅತ್ಯುತ್ತಮ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳು. ಆದ್ದರಿಂದ, ನಿರೀಕ್ಷಿಸಬೇಡಿ, ಈಗ ಹೂಡಿಕೆ ಮಾಡಿ!

ಅತ್ಯುತ್ತಮ ವ್ಯವಸ್ಥಿತ ಹೂಡಿಕೆ ಯೋಜನೆಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವಾಗ ಪರಿಗಣಿಸಬೇಕಾದ ನಿಯತಾಂಕಗಳು

ಉತ್ತಮವಾಗಿ ಕಾರ್ಯನಿರ್ವಹಿಸುತ್ತಿರುವ SIP ಫಂಡ್‌ಗಳನ್ನು ಮೌಲ್ಯಮಾಪನ ಮಾಡಲು, ಹೂಡಿಕೆ ಮಾಡುವ ಮೊದಲು ಒಬ್ಬರು ಪರಿಗಣಿಸಬೇಕಾದ ಅಂಶಗಳನ್ನು ತಿಳಿದುಕೊಳ್ಳೋಣ.

ಟಾಪ್ SIP ನಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು ಪರಿಮಾಣಾತ್ಮಕ ಅಂಶಗಳು

SIP ಮೂಲಕ ಹೂಡಿಕೆ ಮಾಡುವ ಮೊದಲು ಒಬ್ಬರು ಪರಿಗಣಿಸಬೇಕಾದ ಪರಿಮಾಣಾತ್ಮಕ ಅಂಶಗಳೆಂದರೆ ಕಾರ್ಯಕ್ಷಮತೆಯ ರೇಟಿಂಗ್ (CRISIL, ಮೌಲ್ಯ ಸಂಶೋಧನೆ ಇತ್ಯಾದಿ), ನಿಧಿಯ ವಯಸ್ಸು, ಹಿಂದಿನ ಆದಾಯ ಮತ್ತು ನಿಧಿಯ ಚಂಚಲತೆ, ವೆಚ್ಚದ ಅನುಪಾತ ಮತ್ತು ನಿರ್ಗಮನ ಲೋಡ್.

ಉನ್ನತ SIP ನಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು ಗುಣಾತ್ಮಕ ಅಂಶಗಳು

ವಿಶ್ಲೇಷಿಸಲು ಗುಣಾತ್ಮಕ ಪ್ರಮುಖ ಅಂಕಿಅಂಶಗಳು ಫಂಡ್ ಮ್ಯಾನೇಜರ್‌ನ ಟ್ರ್ಯಾಕ್ ರೆಕಾರ್ಡ್, ಫಂಡ್ ಹೌಸ್‌ನ ಖ್ಯಾತಿ ಮತ್ತು SIP ಫಂಡ್‌ನ ಹೂಡಿಕೆ ಪ್ರಕ್ರಿಯೆಯನ್ನು ಒಳಗೊಂಡಿರುತ್ತದೆ.

SIP MF ಆನ್‌ಲೈನ್‌ನಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವುದು ಹೇಗೆ?

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ದಾಖಲೆಗಳನ್ನು ಅಪ್‌ಲೋಡ್ ಮಾಡಿ (PAN, ಆಧಾರ್, ಇತ್ಯಾದಿ).ಮತ್ತು, ನೀವು ಹೂಡಿಕೆ ಮಾಡಲು ಸಿದ್ಧರಿದ್ದೀರಿ!

ಪ್ರಾರಂಭಿಸಿ

ಇಂದೇ SIP ನೊಂದಿಗೆ ನಿಮ್ಮ ಹೂಡಿಕೆಯ ಪ್ರಯಾಣವನ್ನು ಪ್ರಾರಂಭಿಸಿ!

FAQ ಗಳು

1. ಮ್ಯೂಚುವಲ್ ಫಂಡ್ ಎಂದರೇನು?

ಉ: ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳು ವ್ಯವಸ್ಥಿತ ಹೂಡಿಕೆ ಯೋಜನೆ ಅಥವಾ SIP ಗಳ ಒಂದು ಭಾಗವಾಗಿದ್ದು ಅದು ಸಾಮಾನ್ಯವಾಗಿ ನಂತರ ಉತ್ತಮ ಆದಾಯವನ್ನು ನೀಡುತ್ತದೆ. ಯಾವಾಗ ನೀನುಮ್ಯೂಚುವಲ್ ಫಂಡ್‌ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಿ, ನಿಮ್ಮ ಹೂಡಿಕೆ ಬಂಡವಾಳವನ್ನು ನೀವು ವೈವಿಧ್ಯಗೊಳಿಸುತ್ತೀರಿ. ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಅನ್ನು ಹೂಡಿಕೆ ಸಾಧನವಾಗಿ ಪರಿಗಣಿಸಬಹುದುಆಸ್ತಿ ನಿರ್ವಹಣೆ ಕಂಪನಿ ಬಹು ಹೂಡಿಕೆದಾರರು ಮತ್ತು ಕಂಪನಿಗಳ ಹೂಡಿಕೆಗಳಲ್ಲಿ ಒಟ್ಟುಗೂಡಿಸುವ ಮೂಲಕ.

2. ವಿವಿಧ ರೀತಿಯ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳು ಯಾವುವು?

ಉ: ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳನ್ನು ಈ ಕೆಳಗಿನ ಪ್ರಕಾರಗಳಾಗಿ ವರ್ಗೀಕರಿಸಬಹುದು:

ಇಕ್ವಿಟಿ ಅಥವಾ ಬೆಳವಣಿಗೆ ನಿಧಿಗಳು
ಸ್ಥಿರ ಆದಾಯ ನಿಧಿಗಳು ಅಥವಾಸಾಲ ನಿಧಿ
ತೆರಿಗೆ ಉಳಿತಾಯ ನಿಧಿಗಳು
ದ್ರವ ನಿಧಿಗಳು
ಸಮತೋಲಿತ ನಿಧಿ
ಗಿಲ್ಟ್ ನಿಧಿಗಳು
ವಿನಿಮಯ-ವಹಿವಾಟು ನಿಧಿಗಳು ಅಥವಾಇಟಿಎಫ್‌ಗಳು

3. ಬೆಳವಣಿಗೆ ಇಕ್ವಿಟಿ ಫಂಡ್‌ಗಳು ಯಾವುವು?

ಉ: ಬೆಳವಣಿಗೆಇಕ್ವಿಟಿ ಫಂಡ್‌ಗಳು ಅತ್ಯಂತ ಸಾಮಾನ್ಯವಾದ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳಾಗಿವೆ. ಆದಾಗ್ಯೂ, ಈ ಪೋರ್ಟ್ಫೋಲಿಯೋ ಬಾಷ್ಪಶೀಲ ಹೂಡಿಕೆಗಳನ್ನು ಒಳಗೊಂಡಿರುತ್ತದೆ. ಅದೇನೇ ಇದ್ದರೂ, ಹೂಡಿಕೆದಾರರು ಹೆಚ್ಚಾಗಿ ಬೆಳವಣಿಗೆಯ ಇಕ್ವಿಟಿ ಫಂಡ್‌ಗಳಿಗೆ ಆದ್ಯತೆ ನೀಡುತ್ತಾರೆ ಏಕೆಂದರೆ ಇವುಗಳು ಹೆಚ್ಚಿನ ಆದಾಯವನ್ನು ಹೊಂದಿವೆ ಮತ್ತು ಕಡಿಮೆ ಅವಧಿಗೆ ಹೂಡಿಕೆ ಮಾಡಬಹುದು.

4. ನೀವು ಸಾಲ ನಿಧಿಯಲ್ಲಿ ಏಕೆ ಹೂಡಿಕೆ ಮಾಡಬೇಕು?

ಉ: ಹೂಡಿಕೆಯ ಮೇಲೆ ಸ್ಥಿರ ಆದಾಯವನ್ನು ಹುಡುಕುತ್ತಿರುವ ವ್ಯಕ್ತಿಗಳಿಗೆ ಈ ಹೂಡಿಕೆಗಳು ಸೂಕ್ತವಾಗಿವೆ. ಸ್ಥಿರ ಆದಾಯವನ್ನು ಡಿಬೆಂಚರುಗಳು, ಸಾಲ ಭದ್ರತೆಗಳು, ವಾಣಿಜ್ಯ ಪತ್ರಗಳು ಮತ್ತು ಸರ್ಕಾರಿ ಭದ್ರತೆಗಳಿಂದ ಗಳಿಸಬಹುದು. ಮ್ಯೂಚುವಲ್ ಫಂಡ್‌ಗಳು ವಿವಿಧ ರೀತಿಯ ಹೂಡಿಕೆಗಳ ಪೋರ್ಟ್‌ಫೋಲಿಯೊವನ್ನು ರಚಿಸುತ್ತವೆ ಮತ್ತು ಅಪಾಯವನ್ನು ಹೊರಹಾಕುತ್ತವೆ.

5. ನೀವು SIP ಗಳಲ್ಲಿ ಏಕೆ ಹೂಡಿಕೆ ಮಾಡಬೇಕು?

ಉ: SIP ಗಳು ಹೂಡಿಕೆದಾರರಿಗೆ ಖಚಿತವಾದ ಆದಾಯವನ್ನು ಒದಗಿಸಬಹುದು. ನಿಷ್ಕ್ರಿಯ ಆದಾಯವನ್ನು ಗಳಿಸಲು ನೀವು ಆಸಕ್ತಿ ಹೊಂದಿದ್ದರೆ ಮತ್ತು ನಿಮ್ಮ ಹೂಡಿಕೆಯು ನಿಯಮಿತ ಆದಾಯವನ್ನು ಉತ್ಪಾದಿಸುತ್ತದೆ ಎಂದು ಖಚಿತಪಡಿಸಿಕೊಳ್ಳಲು ಬಯಸಿದರೆ, ನೀವು SIP ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡುವುದನ್ನು ಪರಿಗಣಿಸಬಹುದು. .

6. ತೆರಿಗೆ ಉಳಿಸುವ ಮ್ಯೂಚುವಲ್ ಫಂಡ್‌ನಲ್ಲಿ ಏಕೆ ಹೂಡಿಕೆ ಮಾಡಬೇಕು?

ಉ: ನೀವು ಬೆಳೆಯಲು ಬಯಸಿದರೆ ನಿಮ್ಮಬಂಡವಾಳ ಮತ್ತು ಅದೇ ಸಮಯದಲ್ಲಿ ತೆರಿಗೆ ವಿನಾಯಿತಿಗಳನ್ನು ಆನಂದಿಸಲು ಬಯಸುತ್ತೀರಿ, ನಂತರ ನೀವು ತೆರಿಗೆ ಉಳಿಸುವ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ನಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಬಹುದು. ಅಡಿಯಲ್ಲಿವಿಭಾಗ 80 ಸಿ ಅದರಆದಾಯ ತೆರಿಗೆ 1861 ರ ಕಾಯಿದೆ, ನೀವು ಈಕ್ವಿಟಿ-ಲಿಂಕ್ಡ್ ಟ್ಯಾಕ್ಸ್ ಸೇವಿಂಗ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಿದರೆ, ನಿಮ್ಮ ಹೂಡಿಕೆಯ ಮೇಲೆ ನೀವು ತೆರಿಗೆ ವಿನಾಯಿತಿಗಳನ್ನು ಆನಂದಿಸಬಹುದು.

7. ಮ್ಯೂಚುವಲ್ ಫಂಡ್‌ಗಳಲ್ಲಿ ಹೂಡಿಕೆ ಮಾಡಲು ನನಗೆ ಬ್ರೋಕರ್ ಅಗತ್ಯವಿದೆಯೇ?

ಉ: ಹೂಡಿಕೆಯಲ್ಲಿ ನಿಮಗೆ ಸಹಾಯ ಮಾಡಲು ಬ್ರೋಕರ್ ಅಥವಾ ಹಣಕಾಸು ಸಂಸ್ಥೆಯ ಬೆಂಬಲ ನಿಮಗೆ ಬೇಕಾಗುತ್ತದೆ. ಸೂಕ್ತವಾದ SIP ಗಳನ್ನು ಗುರುತಿಸಲು ಮತ್ತು ಹೂಡಿಕೆಗಳನ್ನು ಸರಿಯಾಗಿ ಮಾಡಲಾಗಿದೆಯೆ ಎಂದು ಖಚಿತಪಡಿಸಿಕೊಳ್ಳಲು ನಿಮಗೆ ಬೆಂಬಲ ಬೇಕಾಗುತ್ತದೆ.

Disclaimer:
ಇಲ್ಲಿ ಒದಗಿಸಲಾದ ಮಾಹಿತಿಯು ನಿಖರವಾಗಿದೆ ಎಂದು ಖಚಿತಪಡಿಸಿಕೊಳ್ಳಲು ಎಲ್ಲಾ ಪ್ರಯತ್ನಗಳನ್ನು ಮಾಡಲಾಗಿದೆ. ಆದಾಗ್ಯೂ, ಡೇಟಾದ ನಿಖರತೆಯ ಬಗ್ಗೆ ಯಾವುದೇ ಗ್ಯಾರಂಟಿಗಳನ್ನು ನೀಡಲಾಗುವುದಿಲ್ಲ. ಯಾವುದೇ ಹೂಡಿಕೆ ಮಾಡುವ ಮೊದಲು ದಯವಿಟ್ಟು ಸ್ಕೀಮ್ ಮಾಹಿತಿ ದಾಖಲೆಯೊಂದಿಗೆ ಪರಿಶೀಲಿಸಿ.