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ಹೂಡಿಕೆದಾರರಿಗೆ ಶುಭ ಸುದ್ದಿ!
ನೀವು ಯಾಕೆ ಚಿಂತಿಸಬಾರದು?
ಆದ್ದರಿಂದ, ದೀರ್ಘಾವಧಿಯ ಮೇಲೆ ಕೇಂದ್ರೀಕರಿಸಿ!
FY 22 - 23 ಹೂಡಿಕೆ ಮಾಡಲು SIP ಫಂಡ್‌ಗಳು ಉತ್ತಮವಾಗಿ ಕಾರ್ಯನಿರ್ವಹಿಸುತ್ತಿವೆ
Top 5 Funds

ಕೊರೊನಾವೈರಸ್ ಬಗ್ಗೆ ಹೂಡಿಕೆದಾರರು ಏಕೆ ಚಿಂತಿಸಬಾರದು?

Updated on March 30, 2025 , 1720 views

ಕೊರೊನಾವೈರಸ್ ಜಾಗತಿಕವಾಗಿ ಟ್ರೆಂಡ್ ಆಗುತ್ತಿದೆ. ಚೀನಾದಲ್ಲಿ ಅದರ ಬೃಹತ್ ಏಕಾಏಕಿ, ದೇಶವು ತನ್ನ ಆರ್ಥಿಕ ಮತ್ತು ಹಣಕಾಸಿನ ಬೆಳವಣಿಗೆಯಲ್ಲಿ ನಿಧಾನಗತಿಯನ್ನು ಅನುಭವಿಸುತ್ತಿದೆ. ಯುಎಸ್, ಸಿಂಗಾಪುರ್, ಯುಕೆ, ಮಲೇಷ್ಯಾ, ಥೈಲ್ಯಾಂಡ್ ಮುಂತಾದ ಇತರ ದೇಶಗಳು ಸಹ ಕೆಲವು ಹಿನ್ನಡೆ ಅನುಭವಿಸಿವೆ.

ವಿವಿಧ ಫಾರ್ಮಾ ಉತ್ಪನ್ನಗಳ ಬೆಲೆಗಳು ಏರಿಕೆಯಾಗಿವೆ ಮತ್ತು ಹೂಡಿಕೆದಾರರುಮಾರುಕಟ್ಟೆ ಭಯಭೀತರಾಗಿದ್ದಾರೆ. ಮತ್ತು ಭಾರತವು ಚೀನಾದ ಉತ್ಪನ್ನಗಳ ಅತಿ ದೊಡ್ಡ ಆಮದುದಾರರಲ್ಲಿ ಒಂದಾಗಿರುವುದರಿಂದ, ಮಾರುಕಟ್ಟೆಯ ಕುಸಿತದ ಭಯವು ಭಾರತೀಯ ಹೂಡಿಕೆದಾರರಲ್ಲಿ ಪ್ರವೃತ್ತಿಯಲ್ಲಿದೆ.

ಹೂಡಿಕೆದಾರರಿಗೆ ಶುಭ ಸುದ್ದಿ!

ಉದ್ಯಮ ತಜ್ಞರು ಸಂಪೂರ್ಣ ಪರಿಸ್ಥಿತಿಯನ್ನು ಅಧ್ಯಯನ ಮಾಡಿದ್ದಾರೆ ಮತ್ತು ಪ್ರತಿ ಹೂಡಿಕೆದಾರರ ದಿಕ್ಕಿನಲ್ಲಿ ಹಸಿರು ಬಾವುಟವನ್ನು ಬೀಸುತ್ತಿದ್ದಾರೆ.

ಇತ್ತೀಚಿನ ವರದಿಯ ಪ್ರಕಾರ, ಕರೋನವೈರಸ್ ಏಕಾಏಕಿ ಭಾರತೀಯ ಆರ್ಥಿಕ ಚಟುವಟಿಕೆಯನ್ನು ಹೊಡೆಯುವುದಿಲ್ಲ ಎಂದು ಆರ್ಥಿಕ ವ್ಯವಹಾರಗಳ ಕಾರ್ಯದರ್ಶಿ ಅತಾನು ಚಕ್ರವರ್ತಿ ಹೇಳಿದ್ದಾರೆ. ಇದಲ್ಲದೆ, ಬ್ಯಾಂಕರ್‌ಗಳು ಇದರ ಮೇಲೆ ಪರಿಣಾಮ ಬೀರುವ ಯಾವುದನ್ನೂ ನೋಡಲು ಸಾಧ್ಯವಾಗಿಲ್ಲ ಎಂದು ವರದಿ ತಿಳಿಸಿದೆ.ಆರ್ಥಿಕತೆ.

ನೀವು ಯಾಕೆ ಚಿಂತಿಸಬಾರದು?

ಐತಿಹಾಸಿಕವಾಗಿ, ಉದಯೋನ್ಮುಖ ರೋಗಗಳಿಗೆ ಮಾರುಕಟ್ಟೆಯ ಪ್ರತಿಕ್ರಿಯೆಯು ಅಲ್ಪಕಾಲಿಕವಾಗಿದೆ. ನೀವು ನೋಡಿದರೆ, ಸಿವಿಯರ್ ಅಕ್ಯೂಟ್ ರೆಸ್ಪಿರೇಟರಿ ಸಿಂಡ್ರೋಮ್ (SARS) 2003, ಇದು ಕರೋನವೈರಸ್ ಅನ್ನು ಹೋಲುತ್ತದೆ. ವಾಸ್ತವವಾಗಿ, ಇದು 8100 ಜನರಿಗೆ ಪರಿಣಾಮ ಬೀರಿದೆ ಮತ್ತು 770 ಸಾವುಗಳಿಗೆ ಕಾರಣವಾಯಿತು, ಆದರೆ ಆ ಸಮಯದಲ್ಲಿ ಸ್ಟಾಕ್ ಮತ್ತೆ ಬೌನ್ಸ್ ಮಾಡಿದಾಗ SARS ಮಾತ್ರ.

ಹೆಚ್ಚು ಗಮನಾರ್ಹವಾಗಿ, ಹಂದಿ ಜ್ವರ ಬಿಕ್ಕಟ್ಟಿನ ನಂತರ ಅಪಾರ ಲಾಭಗಳನ್ನು ಅನುಸರಿಸಲಾಯಿತು ಮತ್ತು ನಂತರ ದೊಡ್ಡ ಮರುಕಳಿಸುವಿಕೆಯು ಸಂಭವಿಸಿತುಹಿಂಜರಿತ.

ಭಾರತವು ಜಾಗತಿಕವಾಗಿ ವಿವಿಧ ಏಕಾಏಕಿಗಳಿಗೆ ಸಾಕ್ಷಿಯಾಗಿದೆ ಅದು ಭಾರತದ ಆರ್ಥಿಕತೆಯ ಮೇಲೂ ಪರಿಣಾಮ ಬೀರಿದೆ. ಆದಾಗ್ಯೂ, ಆರ್ಥಿಕತೆಯು ಮತ್ತೆ ಪುಟಿದೇಳುತ್ತದೆ ಮತ್ತು ಆರ್ಥಿಕತೆಯು ಹಿನ್ನಡೆಯನ್ನು ಎದುರಿಸುತ್ತಿರುವಾಗ ಹೂಡಿಕೆದಾರರನ್ನು ಯಾವಾಗಲೂ ಹೆಚ್ಚು ಹೂಡಿಕೆ ಮಾಡಲು ಪ್ರೋತ್ಸಾಹಿಸಲಾಗುತ್ತದೆ.

ಅಲ್ಪಾವಧಿಯ ಮಾರುಕಟ್ಟೆ ಏರಿಳಿತಗಳು ದೀರ್ಘಕಾಲೀನ ಹೂಡಿಕೆಯ ಮೇಲೆ ಕೇಂದ್ರೀಕರಿಸುವ ಹೂಡಿಕೆದಾರರ ಆದಾಯದ ಮೇಲೆ ಪರಿಣಾಮ ಬೀರುವುದಿಲ್ಲ ಏಕೆಂದರೆ ಮಾರುಕಟ್ಟೆಯು ದೀರ್ಘಾವಧಿಯಲ್ಲಿ ಪುಟಿದೇಳುತ್ತದೆ.

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ಆದ್ದರಿಂದ, ದೀರ್ಘಾವಧಿಯ ಮೇಲೆ ಕೇಂದ್ರೀಕರಿಸಿ!

ಹೂಡಿಕೆದಾರರು ಶಾಂತವಾಗಿರಬೇಕು ಮತ್ತು ದೀರ್ಘಾವಧಿಯ ಲಾಭಗಳ ಮೇಲೆ ತಮ್ಮ ಗಮನವನ್ನು ಇಟ್ಟುಕೊಳ್ಳಬೇಕು. ಅಲ್ಪಾವಧಿಯ ಮಾರುಕಟ್ಟೆ ಏರಿಳಿತಗಳನ್ನು ತಪ್ಪಿಸಿ, ಶಿಸ್ತುಬದ್ಧವಾಗಿರಿ ಮತ್ತು ನಿಮ್ಮ ಆಸ್ತಿಗೆ ಅಂಟಿಕೊಳ್ಳಿ.

ನಿಮ್ಮ ಹಣವನ್ನು ವಿವಿಧ ವಲಯಗಳಾಗಿ ವಿಂಗಡಿಸಿ ಮತ್ತು ನಿಮ್ಮ ಪೋರ್ಟ್‌ಫೋಲಿಯೊವನ್ನು ವೈವಿಧ್ಯಗೊಳಿಸಿ. ನಿಮ್ಮ ಅಪಾಯ ಮತ್ತು ಆದಾಯವನ್ನು ಸಮತೋಲನಗೊಳಿಸಲು ಇದು ಅತ್ಯುತ್ತಮ ಮಾರ್ಗಗಳಲ್ಲಿ ಒಂದಾಗಿದೆ. ಈ ರೀತಿಯಾಗಿ, ಒಂದು ನಿಧಿಯು ಕಾರ್ಯನಿರ್ವಹಿಸಲು ವಿಫಲವಾದರೆ, ಇತರ ನಿಧಿಗಳು ಆದಾಯವನ್ನು ಸಮತೋಲನಗೊಳಿಸಬಹುದು.

ನೀವು ಅತ್ಯುತ್ತಮವಾಗಿ ಆಯ್ಕೆ ಮಾಡಬಹುದುSIP ಮೋಡ್ ಮೂಲಕಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು, ಅಲ್ಲಿ ಸಣ್ಣ ಮೊತ್ತವನ್ನು ಹೂಡಿಕೆ ಮಾಡಲಾಗುತ್ತದೆಇಕ್ವಿಟಿ ಫಂಡ್‌ಗಳು ನಿಯಮಿತ ಮಧ್ಯಂತರದಲ್ಲಿ. SIP ಯ ಲಾಭವನ್ನು ನೀಡುತ್ತದೆಸಂಯೋಜನೆಯ ಶಕ್ತಿ ಮತ್ತು ರೂಪಾಯಿ ವೆಚ್ಚದ ಸರಾಸರಿ, ಮಾರುಕಟ್ಟೆಯ ಅಲ್ಪಾವಧಿಯ ಅಪಾಯಗಳು ನಿಮ್ಮ ಬಂಡವಾಳದ ಮೇಲೆ ಹೆಚ್ಚು ಪರಿಣಾಮ ಬೀರುವುದಿಲ್ಲ. ದೀರ್ಘಾವಧಿಯ ಆದಾಯವು ಧನಾತ್ಮಕವಾಗಿರುತ್ತದೆ.

FY 22 - 23 ಹೂಡಿಕೆ ಮಾಡಲು SIP ಫಂಡ್‌ಗಳು ಉತ್ತಮವಾಗಿ ಕಾರ್ಯನಿರ್ವಹಿಸುತ್ತಿವೆ

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
ICICI Prudential Infrastructure Fund Growth	₹177.43 ↓ -0.97	₹6,886	100	-4.7	-12.5	5.7	28	41.1	27.4
IDFC Infrastructure Fund Growth	₹45.875 ↓ -0.06	₹1,400	100	-12.2	-18.6	3.9	25.7	38.5	39.3
Nippon India Power and Infra Fund Growth	₹315.337 ↓ -2.69	₹6,125	100	-9.6	-17.2	0.6	27.2	37.9	26.9
HDFC Infrastructure Fund Growth	₹43.239 ↓ -0.03	₹2,105	300	-7.6	-13.7	2.5	28.7	37.5	23
L&T Emerging Businesses Fund Growth	₹72.186 ↓ -0.38	₹13,334	500	-19.3	-19.9	1.5	16.6	36.9	28.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Apr 25

*ಪಟ್ಟಿಅತ್ಯುತ್ತಮ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ಗಳು SIP ನಿವ್ವಳ ಸ್ವತ್ತುಗಳನ್ನು ಹೊಂದಿದೆ/ AUM ಗಿಂತ ಹೆಚ್ಚು200 ಕೋಟಿ 5 ವರ್ಷಗಳ ಆಧಾರದ ಮೇಲೆ ಆದೇಶಿಸಿದ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್‌ಗಳ ಇಕ್ವಿಟಿ ವರ್ಗದಲ್ಲಿಸಿಎಜಿಆರ್ ಹಿಂದಿರುಗಿಸುತ್ತದೆ.

1. 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 15.8% since its launch. Ranked 27 in Sectoral category. Return for 2024 was 27.4% , 2023 was 44.6% and 2022 was 28.8% .

Below is the key information for ICICI Prudential Infrastructure Fund

ICICI Prudential Infrastructure Fund Growth
Launch Date	31 Aug 05
NAV (01 Apr 25)	₹177.43 ↓ -0.97 (-0.54 %)
Net Assets (Cr)	₹6,886 on 28 Feb 25
Category	Equity - Sectoral
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆☆
Risk	High
Expense Ratio	2.22
Sharpe Ratio	-0.25
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 Mar 20	₹10,000
31 Mar 21	₹18,670
31 Mar 22	₹25,304
31 Mar 23	₹30,899
31 Mar 24	₹50,465
31 Mar 25	₹54,540

ICICI Prudential Infrastructure Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹828,779.
Net Profit of ₹528,779 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 1 Apr 25

Duration	Returns
1 Month	8.5%
3 Month	-4.7%
6 Month	-12.5%
1 Year	5.7%
3 Year	28%
5 Year	41.1%
10 Year
15 Year
Since launch	15.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	27.4%
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%

Fund Manager information for ICICI Prudential Infrastructure Fund

Name	Since	Tenure
Ihab Dalwai	3 Jun 17	7.75 Yr.
Sharmila D’mello	30 Jun 22	2.67 Yr.

Data below for ICICI Prudential Infrastructure Fund as on 28 Feb 25

Equity Sector Allocation

Sector	Value
Industrials	36.49%
Basic Materials	21.39%
Financial Services	16.91%
Utility	8.65%
Energy	7.09%
Communication Services	1.63%
Consumer Cyclical	0.89%
Real Estate	0.35%

Asset Allocation

Asset Class	Value
Cash	5.98%
Equity	93.39%
Debt	0.62%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Nov 09 \| LT	9%	₹649 Cr	2,052,790 ↑ 126,940
Adani Ports & Special Economic Zone Ltd (Industrials) Equity, Since 31 May 24 \| ADANIPORTS	4%	₹288 Cr	2,695,324
Shree Cement Ltd (Basic Materials) Equity, Since 30 Apr 24 \| 500387	4%	₹268 Cr	98,408 ↓ -10,339
ICICI Bank Ltd (Financial Services) Equity, Since 31 Dec 16 \| ICICIBANK	3%	₹240 Cr	1,990,000
NTPC Ltd (Utilities) Equity, Since 29 Feb 16 \| 532555	3%	₹226 Cr	7,260,775
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 22 \| HDFCBANK	3%	₹212 Cr	1,225,000
NCC Ltd (Industrials) Equity, Since 31 Aug 21 \| NCC	3%	₹210 Cr	12,006,117 ↑ 1,500,000
Reliance Industries Ltd (Energy) Equity, Since 31 Jul 23 \| RELIANCE	3%	₹205 Cr	1,709,486 ↑ 100,000
Vedanta Ltd (Basic Materials) Equity, Since 31 Jul 24 \| 500295	3%	₹194 Cr	4,923,662 ↑ 100,000
Cummins India Ltd (Industrials) Equity, Since 31 May 17 \| 500480	3%	₹173 Cr	635,000

2. 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 11.4% since its launch. Ranked 1 in Sectoral category. Return for 2024 was 39.3% , 2023 was 50.3% and 2022 was 1.7% .

Below is the key information for IDFC Infrastructure Fund

IDFC Infrastructure Fund Growth
Launch Date	8 Mar 11
NAV (01 Apr 25)	₹45.875 ↓ -0.06 (-0.13 %)
Net Assets (Cr)	₹1,400 on 28 Feb 25
Category	Equity - Sectoral
AMC	IDFC Asset Management Company Limited
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	2.33
Sharpe Ratio	-0.3
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 Mar 20	₹10,000
31 Mar 21	₹20,153
31 Mar 22	₹24,848
31 Mar 23	₹27,324
31 Mar 24	₹47,064
31 Mar 25	₹50,038

IDFC Infrastructure Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹773,746.
Net Profit of ₹473,746 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 1 Apr 25

Duration	Returns
1 Month	12.5%
3 Month	-12.2%
6 Month	-18.6%
1 Year	3.9%
3 Year	25.7%
5 Year	38.5%
10 Year
15 Year
Since launch	11.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	39.3%
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%

Fund Manager information for IDFC Infrastructure Fund

Name	Since	Tenure
Vishal Biraia	24 Jan 24	1.1 Yr.
Ritika Behera	7 Oct 23	1.4 Yr.
Gaurav Satra	7 Jun 24	0.73 Yr.

Data below for IDFC Infrastructure Fund as on 28 Feb 25

Equity Sector Allocation

Sector	Value
Industrials	54.7%
Utility	13.22%
Basic Materials	10.84%
Communication Services	4.49%
Energy	3.88%
Consumer Cyclical	3.46%
Financial Services	2.99%
Technology	2.07%
Health Care	1.9%

Asset Allocation

Asset Class	Value
Cash	2.43%
Equity	97.57%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Kirloskar Brothers Ltd (Industrials) Equity, Since 31 Dec 17 \| KIRLOSBROS	5%	₹71 Cr	443,385
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 12 \| LT	4%	₹58 Cr	183,173 ↑ 11,726
Reliance Industries Ltd (Energy) Equity, Since 30 Jun 24 \| RELIANCE	4%	₹54 Cr	452,706
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 19 \| BHARTIARTL	4%	₹52 Cr	330,018 ↑ 40,855
UltraTech Cement Ltd (Basic Materials) Equity, Since 31 Mar 14 \| 532538	4%	₹51 Cr	50,452 ↑ 3,476
GPT Infraprojects Ltd (Industrials) Equity, Since 30 Nov 17 \| GPTINFRA	3%	₹45 Cr	4,797,143
Adani Ports & Special Economic Zone Ltd (Industrials) Equity, Since 31 Dec 23 \| ADANIPORTS	3%	₹39 Cr	365,137 ↓ -69,842
PTC India Financial Services Ltd (Financial Services) Equity, Since 31 Dec 23 \| PFS	3%	₹39 Cr	12,400,122
Bharat Electronics Ltd (Industrials) Equity, Since 31 Oct 19 \| BEL	3%	₹35 Cr	1,431,700
KEC International Ltd (Industrials) Equity, Since 30 Jun 24 \| 532714	3%	₹35 Cr	512,915

3. 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 18% since its launch. Ranked 13 in Sectoral category. Return for 2024 was 26.9% , 2023 was 58% and 2022 was 10.9% .

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 (01 Apr 25)	₹315.337 ↓ -2.69 (-0.85 %)
Net Assets (Cr)	₹6,125 on 28 Feb 25
Category	Equity - Sectoral
AMC	Nippon Life Asset Management Ltd.
Rating	☆☆☆☆
Risk	High
Expense Ratio	2.05
Sharpe Ratio	-0.55
Information Ratio	1.03
Alpha Ratio	1.38
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 Mar 20	₹10,000
31 Mar 21	₹18,563
31 Mar 22	₹23,186
31 Mar 23	₹26,891
31 Mar 24	₹47,550
31 Mar 25	₹48,861

Nippon India Power and Infra Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹756,118.
Net Profit of ₹456,118 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 1 Apr 25

Duration	Returns
1 Month	11%
3 Month	-9.6%
6 Month	-17.2%
1 Year	0.6%
3 Year	27.2%
5 Year	37.9%
10 Year
15 Year
Since launch	18%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	26.9%
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%

Fund Manager information for Nippon India Power and Infra Fund

Name	Since	Tenure
Kinjal Desai	25 May 18	6.77 Yr.
Rahul Modi	19 Aug 24	0.53 Yr.

Data below for Nippon India Power and Infra Fund as on 28 Feb 25

Equity Sector Allocation

Sector	Value
Industrials	40.77%
Utility	19.49%
Energy	9.09%
Basic Materials	9.08%
Communication Services	8.44%
Real Estate	3.99%
Technology	2.14%
Health Care	2.08%
Consumer Cyclical	1.96%
Financial Services	1.78%

Asset Allocation

Asset Class	Value
Cash	1.18%
Equity	98.82%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Reliance Industries Ltd (Energy) Equity, Since 30 Nov 18 \| RELIANCE	8%	₹480 Cr	4,000,000 ↑ 250,000
NTPC Ltd (Utilities) Equity, Since 31 May 09 \| 532555	8%	₹480 Cr	15,400,000
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Nov 07 \| LT	8%	₹472 Cr	1,492,001
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 18 \| BHARTIARTL	7%	₹408 Cr	2,600,000
UltraTech Cement Ltd (Basic Materials) Equity, Since 31 Oct 19 \| 532538	4%	₹243 Cr	240,038
Tata Power Co Ltd (Utilities) Equity, Since 30 Apr 23 \| 500400	4%	₹237 Cr	6,975,789 ↑ 500,000
Kaynes Technology India Ltd (Industrials) Equity, Since 30 Nov 22 \| KAYNES	3%	₹176 Cr	423,938
Siemens Ltd (Industrials) Equity, Since 31 May 21 \| 500550	3%	₹162 Cr	350,000
CG Power & Industrial Solutions Ltd (Industrials) Equity, Since 30 Sep 24 \| 500093	2%	₹151 Cr	2,632,923 ↑ 80,000
Carborundum Universal Ltd (Industrials) Equity, Since 30 Sep 23 \| CARBORUNIV	2%	₹150 Cr	1,800,000

4. HDFC Infrastructure Fund

To seek long-term capital appreciation by investing predominantly in equity and equity related securities of companies engaged in or expected to benefit from growth and development of infrastructure.

HDFC Infrastructure Fund is a Equity - Sectoral fund was launched on 10 Mar 08. It is a fund with High risk and has given a CAGR/Annualized return of since its launch. Ranked 26 in Sectoral category. Return for 2024 was 23% , 2023 was 55.4% and 2022 was 19.3% .

Below is the key information for HDFC Infrastructure Fund

HDFC Infrastructure Fund Growth
Launch Date	10 Mar 08
NAV (01 Apr 25)	₹43.239 ↓ -0.03 (-0.07 %)
Net Assets (Cr)	₹2,105 on 28 Feb 25
Category	Equity - Sectoral
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆
Risk	High
Expense Ratio	2.31
Sharpe Ratio	-0.55
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.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹17,356
31 Mar 22	₹21,727
31 Mar 23	₹25,279
31 Mar 24	₹45,346
31 Mar 25	₹47,548

HDFC Infrastructure Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹756,118.
Net Profit of ₹456,118 Invest Now

Returns for HDFC 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 1 Apr 25

Duration	Returns
1 Month	9.2%
3 Month	-7.6%
6 Month	-13.7%
1 Year	2.5%
3 Year	28.7%
5 Year	37.5%
10 Year
15 Year
Since launch

Historical performance (Yearly) on absolute basis

Year	Returns
2024	23%
2023	55.4%
2022	19.3%
2021	43.2%
2020	-7.5%
2019	-3.4%
2018	-29%
2017	43.3%
2016	-1.9%
2015	-2.5%

Fund Manager information for HDFC Infrastructure Fund

Name	Since	Tenure
Srinivasan Ramamurthy	12 Jan 24	1.13 Yr.
Dhruv Muchhal	22 Jun 23	1.69 Yr.

Data below for HDFC Infrastructure Fund as on 28 Feb 25

Equity Sector Allocation

Sector	Value
Industrials	38.42%
Financial Services	20.62%
Basic Materials	10.93%
Utility	7.4%
Energy	6.96%
Communication Services	3.76%
Health Care	1.73%
Technology	0.98%
Real Estate	0.94%
Consumer Cyclical	0.58%

Asset Allocation

Asset Class	Value
Cash	6.48%
Equity	92.31%
Debt	1.21%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| ICICIBANK	7%	₹157 Cr	1,300,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Aug 23 \| HDFCBANK	6%	₹121 Cr	700,000
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Jun 12 \| LT	6%	₹120 Cr	380,000 ↑ 30,000
J Kumar Infraprojects Ltd (Industrials) Equity, Since 31 Oct 15 \| JKIL	5%	₹98 Cr	1,450,000 ↓ -50,000
NTPC Ltd (Utilities) Equity, Since 31 Dec 17 \| 532555	3%	₹69 Cr	2,200,000
InterGlobe Aviation Ltd (Industrials) Equity, Since 31 Dec 21 \| INDIGO	3%	₹67 Cr	150,000
Kalpataru Projects International Ltd (Industrials) Equity, Since 31 Jan 23 \| KPIL	3%	₹67 Cr	758,285
Coal India Ltd (Energy) Equity, Since 31 Oct 18 \| COALINDIA	3%	₹63 Cr	1,700,000
Reliance Industries Ltd (Energy) Equity, Since 31 May 24 \| RELIANCE	3%	₹60 Cr	500,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Sep 20 \| BHARTIARTL	3%	₹55 Cr	350,000 ↓ -50,000

5. 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 19.9% since its launch. Ranked 2 in Small Cap category. Return for 2024 was 28.5% , 2023 was 46.1% and 2022 was 1% .

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

L&T Emerging Businesses Fund Growth
Launch Date	12 May 14
NAV (01 Apr 25)	₹72.186 ↓ -0.38 (-0.53 %)
Net Assets (Cr)	₹13,334 on 28 Feb 25
Category	Equity - Small Cap
AMC	L&T Investment Management Ltd
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	1.73
Sharpe Ratio	-0.4
Information Ratio	-0.11
Alpha Ratio	1.44
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 Mar 20	₹10,000
31 Mar 21	₹20,010
31 Mar 22	₹29,870
31 Mar 23	₹31,289
31 Mar 24	₹46,026
31 Mar 25	₹48,026

L&T Emerging Businesses Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹738,840.
Net Profit of ₹438,840 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 1 Apr 25

Duration	Returns
1 Month	7.6%
3 Month	-19.3%
6 Month	-19.9%
1 Year	1.5%
3 Year	16.6%
5 Year	36.9%
10 Year
15 Year
Since launch	19.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	28.5%
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%

Fund Manager information for L&T Emerging Businesses Fund

Name	Since	Tenure
Venugopal Manghat	17 Dec 19	5.21 Yr.
Cheenu Gupta	1 Oct 23	1.42 Yr.
Sonal Gupta	1 Oct 23	1.42 Yr.

Data below for L&T Emerging Businesses Fund as on 28 Feb 25

Equity Sector Allocation

Sector	Value
Industrials	24.78%
Consumer Cyclical	15.58%
Financial Services	14.01%
Basic Materials	10.75%
Technology	9.78%
Health Care	5.55%
Real Estate	4.98%
Consumer Defensive	4.06%
Energy	1.26%

Asset Allocation

Asset Class	Value
Cash	6.91%
Equity	93.09%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Neuland Laboratories Limited Equity, Since 31 Jan 24 \| -	2%	₹310 Cr	292,479 ↓ -6,521
Aditya Birla Real Estate Ltd (Basic Materials) Equity, Since 30 Sep 22 \| 500040	2%	₹297 Cr	1,595,574
Suven Pharmaceuticals Ltd (Healthcare) Equity, Since 31 Mar 20 \| SUVENPHAR	2%	₹279 Cr	2,298,085
K.P.R. Mill Ltd (Consumer Cyclical) Equity, Since 28 Feb 15 \| KPRMILL	2%	₹263 Cr	3,286,897
BSE Ltd (Financial Services) Equity, Since 29 Feb 24 \| BSE	2%	₹257 Cr	555,021 ↓ -297,579
Time Technoplast Ltd (Consumer Cyclical) Equity, Since 31 Jan 24 \| TIMETECHNO	2%	₹243 Cr	6,810,500
Karur Vysya Bank Ltd (Financial Services) Equity, Since 31 Oct 22 \| 590003	2%	₹240 Cr	11,912,400
Brigade Enterprises Ltd (Real Estate) Equity, Since 31 Jul 19 \| 532929	2%	₹237 Cr	2,499,622
The Federal Bank Ltd (Financial Services) Equity, Since 30 Sep 22 \| FEDERALBNK	2%	₹236 Cr	13,286,579
Sumitomo Chemical India Ltd Ordinary Shares (Basic Materials) Equity, Since 31 Oct 20 \| SUMICHEM	2%	₹215 Cr	4,672,221

ಶಾಂತವಾಗಿರಿ, ದೀರ್ಘಾವಧಿಯ ಆದಾಯದ ಮೇಲೆ ಕೇಂದ್ರೀಕರಿಸಿ ಮತ್ತು ನಿಮ್ಮ ಹೂಡಿಕೆಗಳು ಅಲ್ಪಾವಧಿಯ ಏರಿಳಿತಗಳಿಂದ ಹಿಂತಿರುಗಲು ಅವಕಾಶ ಮಾಡಿಕೊಡಿ!

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.