+91-22-489139092022-ലെ മികച്ച 10 മ്യൂച്വൽ ഫണ്ടുകൾ
2022-ൽ നിക്ഷേപിക്കാൻ ഏറ്റവും മികച്ച മ്യൂച്വൽ ഫണ്ടിനായി തിരയുകയാണോ? അതേസമയംനിക്ഷേപിക്കുന്നു ഇൻമ്യൂച്വൽ ഫണ്ടുകൾ, സ്ഥിരമായ വരുമാനം നൽകുന്ന ഒരു ഫണ്ട് തിരഞ്ഞെടുക്കുന്നതിൽ നിക്ഷേപകർക്ക് പലപ്പോഴും ബുദ്ധിമുട്ട് അനുഭവപ്പെടുന്നു.
എല്ലാ പ്രശ്നങ്ങളും പരിഹരിക്കുന്നതിന്, നിങ്ങൾക്ക് നിക്ഷേപിക്കാൻ താൽപ്പര്യമുള്ള മികച്ച 10 മ്യൂച്വൽ ഫണ്ട് സ്കീമുകളുടെ ലിസ്റ്റ് ഞങ്ങൾ തയ്യാറാക്കിയിട്ടുണ്ട്. AUM പോലുള്ള ചില പാരാമീറ്ററുകൾ ഏറ്റെടുത്ത് ഈ ഫണ്ടുകൾ ഷോർട്ട്ലിസ്റ്റ് ചെയ്തിട്ടുണ്ട്,അല്ല, മുൻകാല പ്രകടനങ്ങൾ, ശരാശരി വരുമാനം മുതലായവ. നിങ്ങൾക്ക് ഈ സ്കീമുകളിൽ രണ്ട് തരത്തിൽ നിക്ഷേപിക്കാം- ഒന്നുകിൽഎസ്.ഐ.പി റൂട്ട് അല്ലെങ്കിൽ ഒരു മൊത്തത്തിലുള്ള വഴി.
ഒരു ഒറ്റത്തവണ ഡൗൺ പേയ്മെന്റായി നിക്ഷേപകർക്ക് ഗണ്യമായ തുക നിക്ഷേപിക്കാനാകും, അതേസമയം ഒരു എസ്ഐപി മോഡിൽ, നിക്ഷേപകർക്ക് പ്രതിമാസം, ത്രൈമാസിക, വാർഷികം എന്നിങ്ങനെ കൃത്യമായ ഇടവേളകളിൽ നിക്ഷേപിക്കാം. ഒരു മൊത്തത്തിലുള്ള ഏറ്റവും കുറഞ്ഞ നിക്ഷേപ തുകപരിധി 1000-5000 രൂപ മുതൽ, ഒരു എസ്ഐപിയിൽ നിങ്ങൾക്ക് വെറും 500 രൂപ ഉപയോഗിച്ച് നിക്ഷേപം ആരംഭിക്കാം.
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നിങ്ങൾ എന്തിന് മ്യൂച്വൽ ഫണ്ടുകളിൽ നിക്ഷേപിക്കണം?
നിങ്ങൾക്ക് കഴിയുംമ്യൂച്വൽ ഫണ്ടുകളിൽ നിക്ഷേപിക്കുക നിങ്ങളുടെ പ്രകാരംറിസ്ക് വിശപ്പ്. എല്ലാത്തരം അപകടസാധ്യതയുള്ളവർക്കുമായി ഒരു കൂട്ടം സ്കീമുകൾ ഉണ്ട്. യാഥാസ്ഥിതിക നിക്ഷേപകർ മുതൽ ഉയർന്ന അപകടസാധ്യതയുള്ള നിക്ഷേപകർ വരെ, എല്ലാവർക്കും മ്യൂച്വൽ ഫണ്ട് സ്കീമുകളിൽ നിക്ഷേപിക്കാം
മ്യൂച്വൽ ഫണ്ടുകൾ നിങ്ങൾക്ക് ധാരാളം നികുതി ആനുകൂല്യങ്ങൾ നൽകുന്നു
മ്യൂച്വൽ ഫണ്ടുകൾക്ക് നിങ്ങൾക്ക് മികച്ച റിട്ടേൺ നൽകാനും കഴിയുംപണമൊഴുക്ക് FD-കൾ പോലെയുള്ള മറ്റേതൊരു പരമ്പരാഗത നിക്ഷേപ ഓപ്ഷനുകളേക്കാളും.
മ്യൂച്വൽ ഫണ്ടുകളിൽ നിക്ഷേപിക്കുന്നതിലൂടെ നിങ്ങൾക്ക് ശരിയായ അളവിൽ വൈവിധ്യവൽക്കരണം നേടാനാകും. നിങ്ങളുടെ പോർട്ട്ഫോളിയോയിൽ നിങ്ങൾക്ക് വിവിധ സ്കീമുകളുടെ എണ്ണം സൂക്ഷിക്കാം
മ്യൂച്വൽ ഫണ്ടുകൾ താങ്ങാനാവുന്നവയാണ്. ഒരു എസ്ഐപി വഴി 500 രൂപയിൽ താഴെയുള്ള തുകയിൽ ഒരാൾക്ക് അവരുടെ നിക്ഷേപം ആരംഭിക്കാം
നിങ്ങൾ നിക്ഷേപിക്കുന്ന പണം ഒരു വിദഗ്ദ്ധ സംഘമാണ് കൈകാര്യം ചെയ്യുന്നത്. അവർക്ക് തത്സമയ ആക്സസ് ഉണ്ട്വിപണി ഏറ്റവും ചെലവ് കുറഞ്ഞ സ്കെയിലിൽ ട്രേഡുകൾ നടത്താനും അവർക്ക് കഴിയും
നിങ്ങളുടെ മ്യൂച്വൽ ഫണ്ട് നിക്ഷേപങ്ങൾ സുരക്ഷിതമായ കൈകളിലാണ്. എല്ലാ മ്യൂച്വൽ ഫണ്ടുകളും നിയന്ത്രിക്കുന്നത്സെബി (സെക്യൂരിറ്റീസ് ആൻഡ് എക്സ്ചേഞ്ച് ബോർഡ് ഓഫ് ഇന്ത്യ), അതിനാൽ നിങ്ങൾ നിക്ഷേപിക്കുന്ന എല്ലാ ഫണ്ടുകളും സുതാര്യമായ രീതിയിൽ പ്രവർത്തിക്കുകയും സുരക്ഷിതമാക്കുകയും ചെയ്യുന്നു.
2022-ൽ നിക്ഷേപിക്കാനുള്ള മികച്ച 10 മ്യൂച്വൽ ഫണ്ടുകൾ
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) DSP US Flexible Equity Fund Growth ₹78.4541
↓ -0.18 ₹1,080 4.4 10.6 44.2 24.8 16.2 33.8 Franklin Asian Equity Fund Growth ₹37.2108
↓ -1.12 ₹427 7.4 10.8 27.9 14.5 3 23.7 DSP Natural Resources and New Energy Fund Growth ₹104.144
↓ -1.66 ₹1,990 8.1 12.4 24.2 22.8 20.2 17.5 PGIM India Credit Risk Fund Growth ₹15.5876
↑ 0.00 ₹39 0.6 4.4 8.4 3 4.2 Axis Credit Risk Fund Growth ₹22.5008
↓ 0.00 ₹367 1.4 3.3 8.2 7.8 6.8 8.7 Franklin Build India Fund Growth ₹136.521
↑ 0.29 ₹3,174 -3.7 -4.9 7.5 25.1 22.2 3.7 UTI Banking & PSU Debt Fund Growth ₹22.8044
↓ 0.00 ₹1,099 1.1 2.5 7 7.3 7.2 7.8 Aditya Birla Sun Life Savings Fund Growth ₹572.626
↑ 0.20 ₹21,467 1.4 2.9 7 7.4 6.3 7.4 Aditya Birla Sun Life Money Manager Fund Growth ₹386.222
↓ -0.01 ₹30,778 1.3 2.8 6.9 7.4 6.3 7.4 HDFC Banking and PSU Debt Fund Growth ₹23.7608
↓ -0.02 ₹5,599 0.7 2.2 6.3 7.1 6 7.5 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 18 Mar 26 Research Highlights & Commentary of 10 Funds showcased
Commentary DSP US Flexible Equity Fund Franklin Asian Equity Fund DSP Natural Resources and New Energy Fund PGIM India Credit Risk Fund Axis Credit Risk Fund Franklin Build India Fund UTI Banking & PSU Debt Fund Aditya Birla Sun Life Savings Fund Aditya Birla Sun Life Money Manager Fund HDFC Banking and PSU Debt Fund Point 1 Lower mid AUM (₹1,080 Cr). Bottom quartile AUM (₹427 Cr). Upper mid AUM (₹1,990 Cr). Bottom quartile AUM (₹39 Cr). Bottom quartile AUM (₹367 Cr). Upper mid AUM (₹3,174 Cr). Lower mid AUM (₹1,099 Cr). Top quartile AUM (₹21,467 Cr). Highest AUM (₹30,778 Cr). Upper mid AUM (₹5,599 Cr). Point 2 Established history (13+ yrs). Established history (18+ yrs). Established history (17+ yrs). Established history (11+ yrs). Established history (11+ yrs). Established history (16+ yrs). Established history (12+ yrs). Oldest track record among peers (22 yrs). Established history (20+ yrs). Established history (11+ yrs). Point 3 Top rated. Rating: 5★ (top quartile). Rating: 5★ (upper mid). Rating: 5★ (upper mid). Rating: 5★ (upper mid). Rating: 5★ (lower mid). Rating: 5★ (lower mid). Rating: 5★ (bottom quartile). Rating: 5★ (bottom quartile). Rating: 5★ (bottom quartile). Point 4 Risk profile: High. Risk profile: High. Risk profile: High. Risk profile: Moderate. Risk profile: Moderate. Risk profile: High. Risk profile: Moderate. Risk profile: Moderately Low. Risk profile: Low. Risk profile: Moderately Low. Point 5 5Y return: 16.24% (upper mid). 5Y return: 2.99% (bottom quartile). 5Y return: 20.24% (top quartile). 1Y return: 8.43% (upper mid). 1Y return: 8.21% (upper mid). 5Y return: 22.17% (top quartile). 1Y return: 7.03% (lower mid). 1Y return: 7.01% (bottom quartile). 1Y return: 6.86% (bottom quartile). 1Y return: 6.32% (bottom quartile). Point 6 3Y return: 24.76% (top quartile). 3Y return: 14.53% (upper mid). 3Y return: 22.85% (upper mid). 1M return: 0.27% (upper mid). 1M return: 0.18% (lower mid). 3Y return: 25.13% (top quartile). 1M return: 0.23% (upper mid). 1M return: 0.38% (top quartile). 1M return: 0.36% (upper mid). 1M return: 0.00% (lower mid). Point 7 1Y return: 44.20% (top quartile). 1Y return: 27.94% (top quartile). 1Y return: 24.22% (upper mid). Sharpe: 1.73 (lower mid). Sharpe: 2.62 (top quartile). 1Y return: 7.54% (lower mid). Sharpe: 1.24 (bottom quartile). Sharpe: 2.39 (upper mid). Sharpe: 2.09 (upper mid). Sharpe: 0.66 (bottom quartile). Point 8 Alpha: 4.93 (top quartile). Alpha: 0.00 (top quartile). Alpha: 0.00 (upper mid). Information ratio: 0.00 (upper mid). Information ratio: 0.00 (upper mid). Alpha: 0.00 (lower mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (lower mid). Information ratio: 0.00 (bottom quartile). Information ratio: 0.00 (bottom quartile). Point 9 Sharpe: 1.23 (bottom quartile). Sharpe: 2.74 (top quartile). Sharpe: 2.40 (upper mid). Yield to maturity (debt): 5.01% (lower mid). Yield to maturity (debt): 8.35% (top quartile). Sharpe: 1.51 (lower mid). Yield to maturity (debt): 6.87% (upper mid). Yield to maturity (debt): 7.14% (top quartile). Yield to maturity (debt): 7.02% (upper mid). Yield to maturity (debt): 7.14% (upper mid). Point 10 Information ratio: -0.34 (bottom quartile). Information ratio: 0.00 (top quartile). Information ratio: 0.00 (top quartile). Modified duration: 0.54 yrs (lower mid). Modified duration: 2.95 yrs (bottom quartile). Information ratio: 0.00 (upper mid). Modified duration: 1.05 yrs (bottom quartile). Modified duration: 0.48 yrs (upper mid). Modified duration: 0.63 yrs (lower mid). Modified duration: 3.10 yrs (bottom quartile). DSP US Flexible Equity Fund
Franklin Asian Equity Fund
DSP Natural Resources and New Energy Fund
PGIM India Credit Risk Fund
Axis Credit Risk Fund
Franklin Build India Fund
UTI Banking & PSU Debt Fund
Aditya Birla Sun Life Savings Fund
Aditya Birla Sun Life Money Manager Fund
HDFC Banking and PSU Debt Fund
The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of BGF – USFEF. The Scheme may, at the discretion of the Investment Manager also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or money market/liquid schemes of DSP BlackRock Mutual Fund, in order to meet liquidity requirements from time to time. However, there is no assurance that the investment objective of the Scheme will be realized. It shall be noted ‘similar overseas mutual fund schemes’ shall have investment objective, investment strategy and risk profile/consideration similar to those of BGF – USFEF. Research Highlights for DSP US Flexible Equity Fund Below is the key information for DSP US Flexible Equity Fund Returns up to 1 year are on An open-end diversified equity fund that seeks to provide medium to long term appreciation through investments primarily in Asian Companies / sectors (excluding Japan) with long term potential across market capitalisation. Research Highlights for Franklin Asian Equity Fund Below is the key information for Franklin Asian Equity Fund Returns up to 1 year are on To seek to generate capital appreciation and provide long term growth opportunities by investing in equity and equity related securities of companies domiciled in India whose predominant economic activity is in the (a) discovery, development, production, or distribution of natural resources, viz., energy, mining etc; (b) alternative energy and energy technology sectors, with emphasis given to renewable energy, automotive and on-site power generation, energy storage and enabling energy technologies. also invest a certain portion of its corpus in the equity and equity related securities of companies domiciled overseas, which are principally engaged in the discovery, development, production or distribution of natural resources and alternative energy and/or the units shares of Merrill Lynch international Investment Funds New Energy Fund, Merrill Lynch International Investment Funds World Energy Fund and similar other overseas mutual fund schemes. Research Highlights for DSP Natural Resources and New Energy Fund Below is the key information for DSP Natural Resources and New Energy Fund Returns up to 1 year are on (Erstwhile DHFL Pramerica Credit Opportunities Fund) The investment objective of the Scheme is to generate income and capital appreciation by investing predominantly in corporate debt. There can be no assurance that the investment objective of the Scheme will be realized. Research Highlights for PGIM India Credit Risk Fund Below is the key information for PGIM India Credit Risk Fund Returns up to 1 year are on (Erstwhile Axis Fixed Income Opportunities Fund) To generate stable returns by investing in debt & money market instruments across the yield curve & credit spectrum. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns Research Highlights for Axis Credit Risk Fund Below is the key information for Axis Credit Risk Fund Returns up to 1 year are on The Scheme seeks to achieve capital appreciation by investing in companies engaged directly or indirectly in infrastructure related activities. Research Highlights for Franklin Build India Fund Below is the key information for Franklin Build India Fund Returns up to 1 year are on The investment objective of the scheme is to generate steady and reasonable income, with low risk and high level of liquidity from a portfolio of predominantly debt & money market securities by Banks and Public Sector Undertakings (PSUs). Research Highlights for UTI Banking & PSU Debt Fund Below is the key information for UTI Banking & PSU Debt Fund Returns up to 1 year are on The primary objective of the schemes is to generate regular income through investments in debt and money market instruments. Income maybe generated through the receipt of coupon payments or the purchase and sale of securities in the underlying portfolio. The schemes will under normal market conditions, invest its net assets in fixed income securities, money market instruments, cash and cash equivalents. Research Highlights for Aditya Birla Sun Life Savings Fund Below is the key information for Aditya Birla Sun Life Savings Fund Returns up to 1 year are on (Erstwhile Aditya Birla Sun Life Floating Rate Fund - Short Term) The primary objective of the schemes is to generate regular income through investment in a portfolio comprising substantially of floating rate debt / money market instruments. The schemes may invest a portion of its net assets in fixed rate debt securities and money market instruments. Research Highlights for Aditya Birla Sun Life Money Manager Fund Below is the key information for Aditya Birla Sun Life Money Manager Fund Returns up to 1 year are on To generate regular income through investments in debt and money market instruments consisting predominantly of securities issued by entities such as Scheduled Commercial Banks and Public Sector undertakings. There is no assurance that the investment objective of the Scheme will be realized. Research Highlights for HDFC Banking and PSU Debt Fund Below is the key information for HDFC Banking and PSU Debt Fund Returns up to 1 year are on 1. DSP US Flexible Equity Fund
DSP US Flexible Equity Fund
Growth Launch Date 3 Aug 12 NAV (18 Mar 26) ₹78.4541 ↓ -0.18 (-0.23 %) Net Assets (Cr) ₹1,080 on 28 Feb 26 Category Equity - Global AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆☆ Risk High Expense Ratio 1.55 Sharpe Ratio 1.23 Information Ratio -0.34 Alpha Ratio 4.93 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Sub Cat. Global Growth of 10,000 investment over the years.
Date Value 28 Feb 21 ₹10,000 28 Feb 22 ₹11,278 28 Feb 23 ₹11,792 29 Feb 24 ₹14,474 28 Feb 25 ₹16,363 28 Feb 26 ₹21,901 Returns for DSP US Flexible Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Mar 26 Duration Returns 1 Month 0.8% 3 Month 4.4% 6 Month 10.6% 1 Year 44.2% 3 Year 24.8% 5 Year 16.2% 10 Year 15 Year Since launch 16.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 33.8% 2023 17.8% 2022 22% 2021 -5.9% 2020 24.2% 2019 22.6% 2018 27.5% 2017 -1.1% 2016 15.5% 2015 9.8% Fund Manager information for DSP US Flexible Equity Fund
Name Since Tenure Jay Kothari 1 Mar 13 13.01 Yr. Data below for DSP US Flexible Equity Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Technology 32.69% Financial Services 13.47% Communication Services 12.33% Industrials 10.34% Health Care 9.95% Consumer Cyclical 9.53% Basic Materials 2.42% Energy 2.41% Asset Allocation
Asset Class Value Cash 6.84% Equity 93.14% Debt 0.02% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF US Flexible Equity I2
Investment Fund | -96% ₹1,034 Cr 1,817,053
↓ -64,696 Treps / Reverse Repo Investments
CBLO/Reverse Repo | -5% ₹49 Cr Net Receivables/Payables
Net Current Assets | -0% -₹4 Cr 2. Franklin Asian Equity Fund
Franklin Asian Equity Fund
Growth Launch Date 16 Jan 08 NAV (19 Mar 26) ₹37.2108 ↓ -1.12 (-2.93 %) Net Assets (Cr) ₹427 on 28 Feb 26 Category Equity - Global AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 2.54 Sharpe Ratio 2.74 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-3 Years (1%),3 Years and above(NIL) Sub Cat. Global Growth of 10,000 investment over the years.
Date Value 28 Feb 21 ₹10,000 28 Feb 22 ₹8,504 28 Feb 23 ₹7,614 29 Feb 24 ₹7,584 28 Feb 25 ₹8,556 28 Feb 26 ₹12,188 Returns for Franklin Asian Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Mar 26 Duration Returns 1 Month -4.6% 3 Month 7.4% 6 Month 10.8% 1 Year 27.9% 3 Year 14.5% 5 Year 3% 10 Year 15 Year Since launch 7.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 23.7% 2023 14.4% 2022 0.7% 2021 -14.5% 2020 -5.9% 2019 25.8% 2018 28.2% 2017 -13.6% 2016 35.5% 2015 7.2% Fund Manager information for Franklin Asian Equity Fund
Name Since Tenure Sandeep Manam 18 Oct 21 4.37 Yr. Shyam Sriram 26 Sep 24 1.42 Yr. Data below for Franklin Asian Equity Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Technology 27.67% Consumer Cyclical 22.22% Financial Services 16.78% Industrials 8.6% Health Care 5.42% Communication Services 4.6% Real Estate 3.06% Basic Materials 2.68% Utility 1.81% Energy 1.38% Asset Allocation
Asset Class Value Cash 5.8% Equity 94.2% Top Securities Holdings / Portfolio
Name Holding Value Quantity Taiwan Semiconductor Manufacturing Co Ltd (Technology)
Equity, Since 31 Mar 09 | 233010% ₹41 Cr 70,000 Samsung Electronics Co Ltd (Technology)
Equity, Since 31 Mar 08 | 0059306% ₹25 Cr 18,255
↓ -2,656 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 25 | HDFCBANK5% ₹20 Cr 229,214
↑ 41,772 SK Hynix Inc (Technology)
Equity, Since 30 Jun 20 | 0006604% ₹17 Cr 2,567
↓ -1,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 25 | ICICIBANK4% ₹17 Cr 124,273
↑ 30,718 Tencent Holdings Ltd (Communication Services)
Equity, Since 31 Jul 14 | 007004% ₹16 Cr 26,500
↑ 1,300 Hyundai Motor Co (Consumer Cyclical)
Equity, Since 31 Aug 22 | 0053803% ₹14 Cr 3,275 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 24 | LT3% ₹14 Cr 31,555
↑ 7,084 MediaTek Inc (Technology)
Equity, Since 31 Aug 20 | 24543% ₹11 Cr 19,000 Torrent Pharmaceuticals Ltd (Healthcare)
Equity, Since 31 Mar 24 | TORNTPHARM2% ₹10 Cr 23,997
↑ 9,570 3. DSP Natural Resources and New Energy Fund
DSP Natural Resources and New Energy Fund
Growth Launch Date 25 Apr 08 NAV (19 Mar 26) ₹104.144 ↓ -1.66 (-1.57 %) Net Assets (Cr) ₹1,990 on 28 Feb 26 Category Equity - Sectoral AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆☆ Risk High Expense Ratio 1.99 Sharpe Ratio 2.4 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) Sub Cat. Sectoral Growth of 10,000 investment over the years.
Date Value 28 Feb 21 ₹10,000 28 Feb 22 ₹12,942 28 Feb 23 ₹13,335 29 Feb 24 ₹19,096 28 Feb 25 ₹18,712 28 Feb 26 ₹26,378 Returns for DSP Natural Resources and New Energy Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Mar 26 Duration Returns 1 Month -3.2% 3 Month 8.1% 6 Month 12.4% 1 Year 24.2% 3 Year 22.8% 5 Year 20.2% 10 Year 15 Year Since launch 14% Historical performance (Yearly) on absolute basis
Year Returns 2024 17.5% 2023 13.9% 2022 31.2% 2021 9.8% 2020 42.8% 2019 11.5% 2018 4.4% 2017 -15.3% 2016 43.1% 2015 43.1% Fund Manager information for DSP Natural Resources and New Energy Fund
Name Since Tenure Rohit Singhania 1 Jul 12 13.67 Yr. Data below for DSP Natural Resources and New Energy Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Energy 42.75% Basic Materials 34.63% Utility 7.31% Industrials 1.48% Technology 1.04% Consumer Cyclical 0.09% Asset Allocation
Asset Class Value Cash 11.69% Equity 88.31% Debt 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity BGF World Energy I2
Investment Fund | -10% ₹208 Cr 602,478 Jindal Steel Ltd (Basic Materials)
Equity, Since 31 Mar 20 | JINDALSTEL9% ₹188 Cr 1,511,761
↑ 155,095 Tata Steel Ltd (Basic Materials)
Equity, Since 31 Aug 16 | TATASTEEL9% ₹187 Cr 8,808,711
↑ 912,125 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 20 | ONGC8% ₹165 Cr 5,905,732 Petronet LNG Ltd (Energy)
Equity, Since 31 Jan 18 | PETRONET6% ₹112 Cr 3,461,007
↑ 1,280,641 Oil India Ltd (Energy)
Equity, Since 29 Feb 24 | OIL4% ₹87 Cr 1,801,812
↓ -152,617 Indian Oil Corp Ltd (Energy)
Equity, Since 31 May 25 | IOC4% ₹82 Cr 4,371,802
↑ 1,061,923 BGF Sustainable Energy I2
Investment Fund | -4% ₹82 Cr 330,203 National Aluminium Co Ltd (Basic Materials)
Equity, Since 28 Feb 22 | NATIONALUM3% ₹68 Cr 1,928,199
↓ -510,856 Coal India Ltd (Energy)
Equity, Since 31 Mar 22 | COALINDIA3% ₹66 Cr 1,533,115 4. PGIM India Credit Risk Fund
PGIM India Credit Risk Fund
Growth Launch Date 29 Sep 14 NAV (21 Jan 22) ₹15.5876 ↑ 0.00 (0.01 %) Net Assets (Cr) ₹39 on 31 Dec 21 Category Debt - Credit Risk AMC Pramerica Asset Managers Private Limited Rating ☆☆☆☆☆ Risk Moderate Expense Ratio 1.85 Sharpe Ratio 1.73 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) Yield to Maturity 5.01% Effective Maturity 7 Months 2 Days Modified Duration 6 Months 14 Days Sub Cat. Credit Risk Growth of 10,000 investment over the years.
Date Value 28 Feb 21 ₹10,000 Returns for PGIM India Credit Risk Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Mar 26 Duration Returns 1 Month 0.3% 3 Month 0.6% 6 Month 4.4% 1 Year 8.4% 3 Year 3% 5 Year 4.2% 10 Year 15 Year Since launch 6.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for PGIM India Credit Risk Fund
Name Since Tenure Data below for PGIM India Credit Risk Fund as on 31 Dec 21
Asset Allocation
Asset Class Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. Axis Credit Risk Fund
Axis Credit Risk Fund
Growth Launch Date 15 Jul 14 NAV (20 Mar 26) ₹22.5008 ↓ 0.00 (-0.02 %) Net Assets (Cr) ₹367 on 28 Feb 26 Category Debt - Credit Risk AMC Axis Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderate Expense Ratio 1.57 Sharpe Ratio 2.62 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-12 Months (1%),12 Months and above(NIL) Yield to Maturity 8.35% Effective Maturity 4 Years 3 Months 25 Days Modified Duration 2 Years 11 Months 12 Days Sub Cat. Credit Risk Growth of 10,000 investment over the years.
Date Value 28 Feb 21 ₹10,000 28 Feb 22 ₹10,610 28 Feb 23 ₹11,056 29 Feb 24 ₹11,870 28 Feb 25 ₹12,802 28 Feb 26 ₹13,945 Returns for Axis Credit Risk Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Mar 26 Duration Returns 1 Month 0.2% 3 Month 1.4% 6 Month 3.3% 1 Year 8.2% 3 Year 7.8% 5 Year 6.8% 10 Year 15 Year Since launch 7.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 8.7% 2023 8% 2022 7% 2021 4% 2020 6% 2019 8.2% 2018 4.4% 2017 5.9% 2016 6.4% 2015 9.8% Fund Manager information for Axis Credit Risk Fund
Name Since Tenure Devang Shah 15 Jul 14 11.63 Yr. Akhil Thakker 9 Nov 21 4.31 Yr. Data below for Axis Credit Risk Fund as on 28 Feb 26
Asset Allocation
Asset Class Value Cash 2.8% Equity 5.37% Debt 91.33% Other 0.49% Debt Sector Allocation
Sector Value Corporate 76.48% Government 14.85% Cash Equivalent 2.8% Credit Quality
Rating Value A 19.02% AA 61.51% AAA 19.47% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bihar (Government of) 7.72%
- | -6% ₹20 Cr 2,000,000
↑ 2,000,000 Jubilant Bevco Limited
Debentures | -4% ₹16 Cr 1,500 Jtpm Metal TRaders Limited
Debentures | -4% ₹16 Cr 1,500 Narayana Hrudayalaya Limited
Debentures | -4% ₹15 Cr 1,500 Aditya Birla Renewables Limited
Debentures | -4% ₹15 Cr 1,500 Altius Telecom Infrastructure Trust
Debentures | -4% ₹15 Cr 1,500 Infopark Properties Limited
Debentures | -4% ₹15 Cr 1,500 Aditya Birla Digital Fashion Ventures Limited
Debentures | -4% ₹15 Cr 1,500 7.24% Gs 2055
Sovereign Bonds | -4% ₹15 Cr 1,500,000
↑ 1,500,000 Vedanta Limited
Debentures | -3% ₹12 Cr 1,200 6. Franklin Build India Fund
Franklin Build India Fund
Growth Launch Date 4 Sep 09 NAV (20 Mar 26) ₹136.521 ↑ 0.29 (0.21 %) Net Assets (Cr) ₹3,174 on 28 Feb 26 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 2.01 Sharpe Ratio 1.51 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) Sub Cat. Sectoral Growth of 10,000 investment over the years.
Date Value 28 Feb 21 ₹10,000 28 Feb 22 ₹12,098 28 Feb 23 ₹13,800 29 Feb 24 ₹23,698 28 Feb 25 ₹23,292 28 Feb 26 ₹29,368 Returns for Franklin Build India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Mar 26 Duration Returns 1 Month -8.7% 3 Month -3.7% 6 Month -4.9% 1 Year 7.5% 3 Year 25.1% 5 Year 22.2% 10 Year 15 Year Since launch 17.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 3.7% 2023 27.8% 2022 51.1% 2021 11.2% 2020 45.9% 2019 5.4% 2018 6% 2017 -10.7% 2016 43.3% 2015 8.4% Fund Manager information for Franklin Build India Fund
Name Since Tenure Ajay Argal 18 Oct 21 4.37 Yr. Kiran Sebastian 7 Feb 22 4.06 Yr. Sandeep Manam 18 Oct 21 4.37 Yr. Data below for Franklin Build India Fund as on 28 Feb 26
Equity Sector Allocation
Sector Value Industrials 35.45% Financial Services 15.13% Utility 13.58% Energy 13.01% Basic Materials 7.31% Communication Services 7.17% Real Estate 2.41% Consumer Cyclical 1.51% Technology 1% Asset Allocation
Asset Class Value Cash 3.44% Equity 96.56% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT9% ₹285 Cr 665,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 29 Feb 20 | INDIGO6% ₹203 Cr 420,000
↑ 70,000 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | ONGC6% ₹191 Cr 6,825,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE6% ₹176 Cr 1,260,000 NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | NTPC5% ₹152 Cr 3,978,727 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | AXISBANK4% ₹138 Cr 1,000,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL4% ₹133 Cr 710,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Oct 25 | HDFCBANK4% ₹133 Cr 1,500,000 State Bank of India (Financial Services)
Equity, Since 31 Jul 14 | SBIN4% ₹114 Cr 950,000
↓ -50,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | POWERGRID3% ₹108 Cr 3,600,000 7. UTI Banking & PSU Debt Fund
UTI Banking & PSU Debt Fund
Growth Launch Date 3 Feb 14 NAV (20 Mar 26) ₹22.8044 ↓ 0.00 (-0.01 %) Net Assets (Cr) ₹1,099 on 28 Feb 26 Category Debt - Banking & PSU Debt AMC UTI Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderate Expense Ratio 0.54 Sharpe Ratio 1.24 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load NIL Yield to Maturity 6.87% Effective Maturity 1 Year 1 Month 20 Days Modified Duration 1 Year 18 Days Sub Cat. Banking & PSU Debt Growth of 10,000 investment over the years.
Date Value 28 Feb 21 ₹10,000 28 Feb 22 ₹10,389 28 Feb 23 ₹11,440 29 Feb 24 ₹12,307 28 Feb 25 ₹13,219 28 Feb 26 ₹14,200 Returns for UTI Banking & PSU Debt Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Mar 26 Duration Returns 1 Month 0.2% 3 Month 1.1% 6 Month 2.5% 1 Year 7% 3 Year 7.3% 5 Year 7.2% 10 Year 15 Year Since launch 7% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.8% 2023 7.6% 2022 6.7% 2021 10.3% 2020 2.8% 2019 8.9% 2018 -1% 2017 6.8% 2016 6.4% 2015 11.7% Fund Manager information for UTI Banking & PSU Debt Fund
Name Since Tenure Anurag Mittal 1 Dec 21 4.25 Yr. Data below for UTI Banking & PSU Debt Fund as on 28 Feb 26
Asset Allocation
Asset Class Value Cash 25.29% Debt 74.44% Other 0.27% Debt Sector Allocation
Sector Value Corporate 62.4% Government 27.89% Cash Equivalent 9.44% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity Kotak Mahindra Bank Ltd.
Debentures | -6% ₹71 Cr 750,000,000 National Housing Bank
Debentures | -6% ₹61 Cr 6,000 Axis Bank Limited
Debentures | -5% ₹55 Cr 550 7.38% Gs 2027
Sovereign Bonds | -5% ₹51 Cr 500,000,000 Export Import Bank Of India
Debentures | -5% ₹51 Cr 5,000 Small Industries Development Bank Of India
Debentures | -5% ₹50 Cr 5,000 Power Finance Corporation Limited
Debentures | -4% ₹40 Cr 400 National Bank For Agriculture And Rural Development
Debentures | -4% ₹40 Cr 4,000 HDFC Bank Limited
Debentures | -3% ₹35 Cr 350 Indian Railway Finance Corporation Limited
Debentures | -3% ₹30 Cr 300 8. Aditya Birla Sun Life Savings Fund
Aditya Birla Sun Life Savings Fund
Growth Launch Date 16 Apr 03 NAV (20 Mar 26) ₹572.626 ↑ 0.20 (0.03 %) Net Assets (Cr) ₹21,467 on 28 Feb 26 Category Debt - Ultrashort Bond AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆☆ Risk Moderately Low Expense Ratio 0.55 Sharpe Ratio 2.39 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 1,000 Exit Load NIL Yield to Maturity 7.14% Effective Maturity 6 Months 18 Days Modified Duration 5 Months 23 Days Sub Cat. Ultrashort Bond Growth of 10,000 investment over the years.
Date Value 28 Feb 21 ₹10,000 28 Feb 22 ₹10,424 28 Feb 23 ₹10,957 29 Feb 24 ₹11,766 28 Feb 25 ₹12,673 28 Feb 26 ₹13,576 Returns for Aditya Birla Sun Life Savings Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Mar 26 Duration Returns 1 Month 0.4% 3 Month 1.4% 6 Month 2.9% 1 Year 7% 3 Year 7.4% 5 Year 6.3% 10 Year 15 Year Since launch 7.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.4% 2023 7.9% 2022 7.2% 2021 4.8% 2020 3.9% 2019 7% 2018 8.5% 2017 7.6% 2016 7.2% 2015 9.2% Fund Manager information for Aditya Birla Sun Life Savings Fund
Name Since Tenure Sunaina Cunha 20 Jun 14 11.7 Yr. Kaustubh Gupta 15 Jul 11 14.64 Yr. Monika Gandhi 22 Mar 21 4.94 Yr. Data below for Aditya Birla Sun Life Savings Fund as on 28 Feb 26
Asset Allocation
Asset Class Value Cash 42.74% Debt 56.94% Other 0.32% Debt Sector Allocation
Sector Value Corporate 57.02% Cash Equivalent 26.95% Government 15.71% Credit Quality
Rating Value AA 30.53% AAA 69.47% Top Securities Holdings / Portfolio
Name Holding Value Quantity Aditya BSL Money Mgr Dir Gr
Investment Fund | -5% ₹1,101 Cr 28,181,297
↑ 28,181,297 Shriram Finance Limited
Debentures | -3% ₹612 Cr 60,000 National Bank For Agriculture And Rural Development
Debentures | -3% ₹545 Cr 54,000 Bharti Telecom Limited
Debentures | -2% ₹399 Cr 40,000 Muthoot Finance Limited
Debentures | -2% ₹351 Cr 35,000 Mankind Pharma Limited
Debentures | -1% ₹321 Cr 32,000 National Bank For Agriculture And Rural Development
Debentures | -1% ₹303 Cr 30,000 Avanse Financial Services Limited
Debentures | -1% ₹300 Cr 30,000 Power Finance Corporation Limited
Debentures | -1% ₹297 Cr 30,000 Piramal Finance Limited
Debentures | -1% ₹286 Cr 28,500
↑ 3,500 9. Aditya Birla Sun Life Money Manager Fund
Aditya Birla Sun Life Money Manager Fund
Growth Launch Date 13 Oct 05 NAV (20 Mar 26) ₹386.222 ↓ -0.01 (0.00 %) Net Assets (Cr) ₹30,778 on 28 Feb 26 Category Debt - Money Market AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆☆ Risk Low Expense Ratio 0.35 Sharpe Ratio 2.09 Information Ratio 0 Alpha Ratio 0 Min Investment 1,000 Min SIP Investment 1,000 Exit Load NIL Yield to Maturity 7.02% Effective Maturity 7 Months 20 Days Modified Duration 7 Months 17 Days Sub Cat. Money Market Growth of 10,000 investment over the years.
Date Value 28 Feb 21 ₹10,000 28 Feb 22 ₹10,400 28 Feb 23 ₹10,944 29 Feb 24 ₹11,784 28 Feb 25 ₹12,686 28 Feb 26 ₹13,580 Returns for Aditya Birla Sun Life Money Manager Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Mar 26 Duration Returns 1 Month 0.4% 3 Month 1.3% 6 Month 2.8% 1 Year 6.9% 3 Year 7.4% 5 Year 6.3% 10 Year 15 Year Since launch 6.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.4% 2023 7.8% 2022 7.4% 2021 4.8% 2020 3.8% 2019 6.6% 2018 8% 2017 7.9% 2016 6.8% 2015 7.7% Fund Manager information for Aditya Birla Sun Life Money Manager Fund
Name Since Tenure Kaustubh Gupta 15 Jul 11 14.64 Yr. Anuj Jain 22 Mar 21 4.94 Yr. Mohit Sharma 1 Apr 17 8.92 Yr. Data below for Aditya Birla Sun Life Money Manager Fund as on 28 Feb 26
Asset Allocation
Asset Class Value Cash 58.14% Debt 41.6% Other 0.26% Debt Sector Allocation
Sector Value Corporate 50.61% Cash Equivalent 36.34% Government 12.79% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity Indusind Bank Ltd.
Debentures | -5% ₹1,405 Cr 30,000 Axis Bank Ltd.
Debentures | -3% ₹947 Cr 20,000
↑ 10,000 Federal Bank Ltd.
Debentures | -3% ₹937 Cr 20,000
↑ 20,000 National Bank for Agriculture and Rural Development
Domestic Bonds | -2% ₹562 Cr 12,000
↑ 12,000 5.63% Gs 2026
Sovereign Bonds | -2% ₹470 Cr 47,000,000 Federal Bank Ltd.
Debentures | -2% ₹470 Cr 10,000
↑ 10,000 Punjab National Bank
Domestic Bonds | -2% ₹469 Cr 10,000 HDFC Bank Ltd.
Debentures | -2% ₹468 Cr 10,000
↑ 10,000 Karur Vysya Bank Ltd.
Debentures | -2% ₹467 Cr 10,000
↑ 10,000 02/10/2026 Maturing 364 DTB
Sovereign Bonds | -1% ₹388 Cr 40,000,000 10. HDFC Banking and PSU Debt Fund
HDFC Banking and PSU Debt Fund
Growth Launch Date 26 Mar 14 NAV (20 Mar 26) ₹23.7608 ↓ -0.02 (-0.07 %) Net Assets (Cr) ₹5,599 on 28 Feb 26 Category Debt - Banking & PSU Debt AMC HDFC Asset Management Company Limited Rating ☆☆☆☆☆ Risk Moderately Low Expense Ratio 0.78 Sharpe Ratio 0.66 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 300 Exit Load NIL Yield to Maturity 7.14% Effective Maturity 4 Years 4 Months 2 Days Modified Duration 3 Years 1 Month 6 Days Sub Cat. Banking & PSU Debt Growth of 10,000 investment over the years.
Date Value 28 Feb 21 ₹10,000 28 Feb 22 ₹10,484 28 Feb 23 ₹10,857 29 Feb 24 ₹11,674 28 Feb 25 ₹12,532 28 Feb 26 ₹13,430 Returns for HDFC Banking and PSU Debt Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 18 Mar 26 Duration Returns 1 Month 0% 3 Month 0.7% 6 Month 2.2% 1 Year 6.3% 3 Year 7.1% 5 Year 6% 10 Year 15 Year Since launch 7.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.5% 2023 7.9% 2022 6.8% 2021 3.3% 2020 3.7% 2019 10.6% 2018 10.2% 2017 5.9% 2016 6.3% 2015 10.8% Fund Manager information for HDFC Banking and PSU Debt Fund
Name Since Tenure Anil Bamboli 26 Mar 14 11.94 Yr. Dhruv Muchhal 22 Jun 23 2.69 Yr. Data below for HDFC Banking and PSU Debt Fund as on 28 Feb 26
Asset Allocation
Asset Class Value Cash 7.06% Debt 92.62% Other 0.32% Debt Sector Allocation
Sector Value Corporate 57.64% Government 37.53% Cash Equivalent 4.51% Credit Quality
Rating Value AAA 100% Top Securities Holdings / Portfolio
Name Holding Value Quantity Indian Railway Finance Corporation Limited
Debentures | -5% ₹279 Cr 27,500 Indian Railway Finance Corporation Limited
Debentures | -4% ₹203 Cr 20,000 7.18% Gs 2033
Sovereign Bonds | -3% ₹170 Cr 16,500,000 Bajaj Housing Finance Limited
Debentures | -3% ₹152 Cr 15,000 Rec Limited
Debentures | -3% ₹152 Cr 1,500 7.26% Gs 2033
Sovereign Bonds | -3% ₹150 Cr 14,500,000 Housing And Urban Development Corporation Limited
Debentures | -2% ₹130 Cr 1,250 HDFC Bank Limited
Debentures | -2% ₹129 Cr 12,500 National Bank For Agriculture And Rural Development
Debentures | -2% ₹126 Cr 12,500 Power Finance Corporation Limited
Debentures | -2% ₹125 Cr 12,500
മികച്ച പ്രകടനം നടത്തുന്ന മ്യൂച്വൽ ഫണ്ട് എങ്ങനെ തിരഞ്ഞെടുക്കാം?
ഒരു നല്ല ഫണ്ട് സ്വയം കണ്ടെത്താനുള്ള ഏറ്റവും നല്ല മാർഗം അതിന്റെ ഗുണപരവും അളവുപരവുമായ അളവുകൾ നോക്കുക എന്നതാണ്-
ഫണ്ട് പ്രകടനം
ഒരു നിശ്ചിത കാലയളവിൽ ഫണ്ടുകളുടെ പ്രകടനത്തെക്കുറിച്ച് നിക്ഷേപകർ ന്യായമായ വിലയിരുത്തൽ നടത്തണം. 4-5 വർഷത്തിലേറെയായി അതിന്റെ മാനദണ്ഡം തുടർച്ചയായി മറികടക്കുന്ന ഒരു ഫണ്ട് തിരഞ്ഞെടുക്കാൻ നിർദ്ദേശിക്കുന്നു.
AUM
മാനേജ്മെന്റിന് കീഴിലുള്ള അസറ്റാണ് AUM. വളരെ വലുതോ ചെറുതോ അല്ലാത്ത ഒരു ഫണ്ടിലേക്കാണ് ഒരാൾ എപ്പോഴും പോകേണ്ടത്. ഫണ്ടിന്റെ വലുപ്പം തമ്മിൽ കൃത്യമായ നിർവചനവും ബന്ധവും ഇല്ലെങ്കിലും, വളരെ ചെറുതും വലുതും ഒരു ഫണ്ടിന്റെ പ്രകടനത്തെ തടസ്സപ്പെടുത്തുമെന്ന് പറയപ്പെടുന്നു.
ഫണ്ട് മാനേജർ
തന്റെ കരിയറിൽ സ്ഥിരത പുലർത്തുന്ന ഒരു ഫണ്ട് മാനേജരെ സമീപിക്കുന്നത് നല്ലതാണ്. ഫണ്ടിന്റെ പോർട്ട്ഫോളിയോയ്ക്കായി നിക്ഷേപ തീരുമാനങ്ങൾ എടുക്കുന്നതിന് ഒരു ഫണ്ട് മാനേജർ ഉത്തരവാദിയാണ്, പരിചയസമ്പന്നനായ ഒരു ഫണ്ട് മാനേജർ കൈകാര്യം ചെയ്യുന്ന ഒരു ഫണ്ട് പരിഗണിക്കുന്നത് പ്രധാനമാണ്.
ഫണ്ട് ഹൗസ് പ്രശസ്തി
ഫണ്ട് ഹൗസിന്റെ ഗുണനിലവാരവും പ്രശസ്തിയും എപ്പോഴും നോക്കേണ്ടത് പ്രധാനമാണ്. ശക്തമായ സ്ഥിരതയുള്ള ട്രാക്ക് റെക്കോർഡ്, സ്റ്റാർട്ട് ഫണ്ടുകൾ/നല്ല പെർഫോമിംഗ് ഫണ്ടുകൾ മുതലായവ ഉള്ള ഒരു ഫണ്ട് ഹൗസാണ് നിക്ഷേപിക്കേണ്ടത്.
മ്യൂച്വൽ ഫണ്ട് ഓൺലൈനിൽ എങ്ങനെ നിക്ഷേപിക്കാം?
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നിങ്ങളുടെ രജിസ്ട്രേഷനും KYC പ്രക്രിയയും പൂർത്തിയാക്കുക
രേഖകൾ അപ്ലോഡ് ചെയ്യുക (പാൻ, ആധാർ മുതലായവ).കൂടാതെ, നിങ്ങൾ നിക്ഷേപിക്കാൻ തയ്യാറാണ്!
ഇവിടെ നൽകിയിരിക്കുന്ന വിവരങ്ങൾ കൃത്യമാണെന്ന് ഉറപ്പാക്കാൻ എല്ലാ ശ്രമങ്ങളും നടത്തിയിട്ടുണ്ട്. എന്നിരുന്നാലും, ഡാറ്റയുടെ കൃത്യത സംബന്ധിച്ച് യാതൊരു ഉറപ്പും നൽകുന്നില്ല. എന്തെങ്കിലും നിക്ഷേപം നടത്തുന്നതിന് മുമ്പ് സ്കീം വിവര രേഖ ഉപയോഗിച്ച് പരിശോധിക്കുക.
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