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2022 मध्ये गुंतवणूक करण्यासाठी 9 सर्वोत्तम वैविध्यपूर्ण मल्टीकॅप म्युच्युअल फंड

Fincash »म्युच्युअल फंड »सर्वोत्तम वैविध्यपूर्ण निधी

2022 मध्ये गुंतवणुकीसाठी सर्वोत्तम वैविध्यपूर्ण म्युच्युअल फंड

Updated on November 2, 2024 , 47650 views

वैविध्यपूर्ण निधी, ज्याला मल्टी कॅप फंड म्हणून देखील ओळखले जाते हा एक वर्ग आहेइक्विटी फंड. उच्च-जोखीम भूक असलेले गुंतवणूकदार ज्यांना इक्विटीमध्ये एक्सपोजर घ्यायचे आहे ते सहसा याकडे झुकतातगुंतवणूक वैविध्यपूर्ण निधीमध्ये. जसे, वैविध्यपूर्ण फंड सर्वत्र गुंतवणूक करतातबाजार कॅप्स जसे - लार्ज कॅप, मिड कॅप आणिलहान टोपी.

Diversified-funds

मल्टी कॅप, फ्लेक्सी कॅप किंवा डायव्हर्सिफाइड स्कीम्स फंड मॅनेजरच्या दृष्टिकोनावर आधारित वेगवेगळ्या मार्केट कॅपिटलायझेशनमध्ये समभागांमध्ये गुंतवणूक करणे अपेक्षित आहे. प्रत्येक मार्केट कॅपचे वाटप एका योजनेनुसार बदलते. काही योजनांचे प्रमाण निश्चित असते आणि काही बाजाराच्या परिस्थितीनुसार गतिशीलपणे बदलतात.

याम्युच्युअल फंड दत्तक aमूल्य गुंतवणूक धोरण जेथे ते कंपन्यांचे स्टॉक खरेदी करतात जे त्यांच्या मागील कामगिरीच्या तुलनेत तुलनेने कमी आहेत,पुस्तक मूल्य,कमाई, आणि इतर मूल्य पॅरामीटर्स.

मध्ये गुंतवणूक करूनसर्वोत्तम वैविध्यपूर्ण इक्विटी फंड, गुंतवणूकदार किंचित अधिक स्थिर परतावा मिळवू शकतात, तथापि, बाजाराच्या अशांत स्थितीत इक्विटीच्या अस्थिरतेमुळे त्यांना प्रभावित होईल. डायव्हर्सिफाइड फंड अशा गुंतवणूकदारांसाठी चांगले आहेत जे गुंतवणूक करण्यासाठी जास्त जोखीम पत्करण्यास तयार नाहीतलहान साठा, परंतु असे असले तरी उदयोन्मुख समभागांकडून अतिरिक्त उच्च परताव्याची किक हवी आहे. एखाद्या व्यक्तीने कमी ते मध्यम असल्यास वैविध्यपूर्ण इक्विटी फंडांमध्ये गुंतवणूक करावीजोखीम प्रोफाइल.

चांगला वैविध्यपूर्ण इक्विटी फंड निवडण्याची प्रक्रिया सुलभ करण्यासाठी, आम्ही काही पूर्व-निवडलेले टॉप आणि सर्वोत्कृष्ट वैविध्यपूर्ण इक्विटी फंडांसह आवश्यक पॅरामीटर्स सूचीबद्ध केले आहेत – जे गुंतवणूकदार त्यांच्या गुंतवणूक प्रवासादरम्यान विचारात घेऊ शकतात.

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9 सर्वोत्तम कामगिरी करणारे वैविध्यपूर्ण फंड FY 22 - 23

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
JM Multicap Fund Growth ₹103.614
↓ -0.75
₹4,531-2.511.751.525.224.440
Nippon India Multi Cap Fund Growth ₹289.967
↓ -2.08
₹39,622-1.810.140.324.724.538.1
HDFC Equity Fund Growth ₹1,869.31
↓ -8.10
₹66,2251.11341.722.722.730.6
ICICI Prudential Multicap Fund Growth ₹780.43
↓ -6.47
₹14,691-1.111.940.919.221.335.4
Motilal Oswal Multicap 35 Fund Growth ₹59.3795
↓ -0.13
₹12,5644.318.450.118.717.131
Baroda Pioneer Multi Cap Fund Growth ₹288.085
↓ -1.10
₹2,8111.311.345.417.923.530.8
Aditya Birla Sun Life Manufacturing Equity Fund Growth ₹32.83
↓ -0.14
₹1,2550.913.146.617.720.232.5
Mahindra Badhat Yojana Growth ₹34.3735
↓ -0.18
₹4,869-2.68.738.617.424.634.2
BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01
₹588-4.6-2.619.317.313.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Nov 24
*वरील शीर्ष वैविध्यपूर्ण यादी आहे/मल्टीकॅप एयूएम/निव्वळ मालमत्तेसह म्युच्युअल फंड >500 कोटी, वर क्रमवारी लावली3 वर्षCAGR परतावा.

1. JM Multicap Fund

(Erstwhile JM Multi Strategy Fund)

The investment objective of the Scheme is to provide capital appreciation by investing in equity and equity related securities using a combination of strategies.

JM Multicap Fund is a Equity - Multi Cap fund was launched on 23 Sep 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.6% since its launch.  Ranked 16 in Multi Cap category.  Return for 2023 was 40% , 2022 was 7.8% and 2021 was 32.9% .

Below is the key information for JM Multicap Fund

JM Multicap Fund
Growth
Launch Date 23 Sep 08
NAV (04 Nov 24) ₹103.614 ↓ -0.75   (-0.72 %)
Net Assets (Cr) ₹4,531 on 30 Sep 24
Category Equity - Multi Cap
AMC JM Financial Asset Management Limited
Rating
Risk Moderately High
Expense Ratio 2.17
Sharpe Ratio 3.21
Information Ratio 1.8
Alpha Ratio 13.45
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-60 Days (1%),60 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹8,949
31 Oct 21₹14,858
31 Oct 22₹15,724
31 Oct 23₹19,376
31 Oct 24₹30,001

JM Multicap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833
Invest Now

Returns for JM Multicap 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

DurationReturns
1 Month -2.7%
3 Month -2.5%
6 Month 11.7%
1 Year 51.5%
3 Year 25.2%
5 Year 24.4%
10 Year
15 Year
Since launch 15.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 40%
2022 7.8%
2021 32.9%
2020 11.4%
2019 16.6%
2018 -5.4%
2017 39.5%
2016 10.5%
2015 -2.8%
2014 56%
Fund Manager information for JM Multicap Fund
NameSinceTenure
Satish Ramanathan20 Aug 213.12 Yr.
Asit Bhandarkar1 Oct 240 Yr.
Chaitanya Choksi31 Dec 212.75 Yr.
Ruchi Fozdar4 Oct 240 Yr.

Data below for JM Multicap Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services23.63%
Basic Materials14.83%
Industrials14.15%
Consumer Cyclical13.39%
Technology9.68%
Health Care9.21%
Consumer Defensive5.28%
Utility4.63%
Energy1.68%
Communication Services1.51%
Real Estate1.03%
Asset Allocation
Asset ClassValue
Cash0.97%
Equity99.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | HDFCBANK
6%₹293 Cr1,690,500
↑ 910,000
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | ICICIBANK
4%₹200 Cr1,570,800
↑ 690,000
Infosys Ltd (Technology)
Equity, Since 30 Nov 20 | INFY
4%₹168 Cr897,750
↑ 225,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT
3%₹138 Cr375,231
State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN
3%₹136 Cr1,725,000
↑ 725,000
Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 24 | DRREDDY
3%₹132 Cr195,522
Asian Paints Ltd (Basic Materials)
Equity, Since 31 Jul 24 | 500820
3%₹117 Cr350,500
↑ 170,500
CESC Ltd (Utilities)
Equity, Since 30 Nov 23 | CESC
3%₹115 Cr5,711,774
↓ -200,000
KEC International Ltd (Industrials)
Equity, Since 31 Mar 24 | 532714
2%₹106 Cr1,023,531
↑ 90,325
Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | MOTHERSON
2%₹106 Cr5,026,315
↑ 526,315

2. Nippon India Multi Cap Fund

(Erstwhile Reliance Equity Opportunities Fund)

The primary investment objective of the scheme is to seek to generate capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity securities & equity related securities and the secondary objective is to generate consistent returns by investing in debt and money market securities.

Nippon India Multi Cap Fund is a Equity - Multi Cap fund was launched on 28 Mar 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.7% since its launch.  Ranked 63 in Multi Cap category.  Return for 2023 was 38.1% , 2022 was 14.1% and 2021 was 48.9% .

Below is the key information for Nippon India Multi Cap Fund

Nippon India Multi Cap Fund
Growth
Launch Date 28 Mar 05
NAV (04 Nov 24) ₹289.967 ↓ -2.08   (-0.71 %)
Net Assets (Cr) ₹39,622 on 30 Sep 24
Category Equity - Multi Cap
AMC Nippon Life Asset Management Ltd.
Rating
Risk Moderately High
Expense Ratio 1.68
Sharpe Ratio 3.21
Information Ratio 1.38
Alpha Ratio 8.77
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹8,272
31 Oct 21₹15,015
31 Oct 22₹17,341
31 Oct 23₹21,201
31 Oct 24₹30,265

Nippon India Multi Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833
Invest Now

Returns for Nippon India Multi 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

DurationReturns
1 Month -2.8%
3 Month -1.8%
6 Month 10.1%
1 Year 40.3%
3 Year 24.7%
5 Year 24.5%
10 Year
15 Year
Since launch 18.7%
Historical performance (Yearly) on absolute basis
YearReturns
2023 38.1%
2022 14.1%
2021 48.9%
2020 0%
2019 2.2%
2018 -2.2%
2017 40.9%
2016 -6.7%
2015 0.5%
2014 59.7%
Fund Manager information for Nippon India Multi Cap Fund
NameSinceTenure
Sailesh Raj Bhan31 Mar 0519.52 Yr.
Ashutosh Bhargava1 Sep 213.08 Yr.
Kinjal Desai25 May 186.36 Yr.

Data below for Nippon India Multi Cap Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services27.1%
Industrials18.88%
Consumer Cyclical18.27%
Health Care7.18%
Technology6.06%
Basic Materials5.62%
Utility5.23%
Consumer Defensive3.88%
Communication Services3.02%
Energy2.76%
Real Estate0.09%
Asset Allocation
Asset ClassValue
Cash1.91%
Equity98.09%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK
6%₹2,425 Cr14,000,448
↑ 500,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
4%₹1,428 Cr11,217,355
↑ 1,017,040
Linde India Ltd (Basic Materials)
Equity, Since 31 May 13 | 523457
3%₹1,294 Cr1,524,539
Infosys Ltd (Technology)
Equity, Since 30 Apr 09 | INFY
3%₹1,182 Cr6,300,504
Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 15 | 532215
3%₹1,121 Cr9,100,121
↑ 800,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE
3%₹1,093 Cr3,700,000
NTPC Ltd (Utilities)
Equity, Since 30 Jun 23 | 532555
3%₹1,019 Cr23,000,000
GE T&D India Ltd (Industrials)
Equity, Since 31 May 12 | 522275
2%₹961 Cr5,716,917
↓ -39,175
EIH Ltd (Consumer Cyclical)
Equity, Since 31 Jul 14 | 500840
2%₹953 Cr25,187,817
↑ 371,510
Max Financial Services Ltd (Financial Services)
Equity, Since 31 Mar 12 | 500271
2%₹893 Cr7,500,000

3. HDFC Equity Fund

Aims at providing capital appreciation through investments predominantly in equity oriented securities

HDFC Equity Fund is a Equity - Multi Cap fund was launched on 1 Jan 95. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 19.2% since its launch.  Ranked 34 in Multi Cap category.  Return for 2023 was 30.6% , 2022 was 18.3% and 2021 was 36.2% .

Below is the key information for HDFC Equity Fund

HDFC Equity Fund
Growth
Launch Date 1 Jan 95
NAV (04 Nov 24) ₹1,869.31 ↓ -8.10   (-0.43 %)
Net Assets (Cr) ₹66,225 on 30 Sep 24
Category Equity - Multi Cap
AMC HDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.56
Sharpe Ratio 3.29
Information Ratio 1.74
Alpha Ratio 7.18
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹8,558
31 Oct 21₹14,948
31 Oct 22₹17,043
31 Oct 23₹19,559
31 Oct 24₹28,166

HDFC Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for HDFC Equity Fund

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

DurationReturns
1 Month -1.8%
3 Month 1.1%
6 Month 13%
1 Year 41.7%
3 Year 22.7%
5 Year 22.7%
10 Year
15 Year
Since launch 19.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 30.6%
2022 18.3%
2021 36.2%
2020 6.4%
2019 6.8%
2018 -3.5%
2017 36.9%
2016 7.3%
2015 -5.1%
2014 53.8%
Fund Manager information for HDFC Equity Fund
NameSinceTenure
Roshi Jain29 Jul 222.18 Yr.
Dhruv Muchhal22 Jun 231.28 Yr.

Data below for HDFC Equity Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services38.8%
Health Care12.54%
Consumer Cyclical12.39%
Technology9.03%
Communication Services5.06%
Industrials3.75%
Real Estate3.57%
Consumer Defensive1.55%
Utility1.33%
Basic Materials1.03%
Energy0.22%
Asset Allocation
Asset ClassValue
Cash9.17%
Equity89.27%
Debt1.56%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | HDFCBANK
9%₹6,235 Cr36,000,000
↑ 500,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
9%₹6,110 Cr48,000,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 17 | 532215
9%₹5,668 Cr46,000,000
↑ 1,000,000
HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH
5%₹3,202 Cr17,825,000
Cipla Ltd (Healthcare)
Equity, Since 30 Sep 12 | 500087
5%₹3,176 Cr19,200,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 20 | BHARTIARTL
5%₹3,077 Cr18,000,000
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 23 | KOTAKBANK
5%₹3,059 Cr16,500,000
↑ 1,500,000
SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Mar 21 | SBILIFE
4%₹2,950 Cr16,000,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | MARUTI
4%₹2,780 Cr2,100,000
↑ 400,000
Piramal Pharma Ltd (Healthcare)
Equity, Since 31 Dec 23 | PPLPHARMA
2%₹1,636 Cr71,431,733
↑ 137,688

4. ICICI Prudential Multicap Fund

To generate capital appreciation through investments in equity and equity related securities in core sectors and associated feeder industries.

ICICI Prudential Multicap Fund is a Equity - Multi Cap fund was launched on 1 Oct 94. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.6% since its launch.  Ranked 49 in Multi Cap category.  Return for 2023 was 35.4% , 2022 was 4.7% and 2021 was 36.4% .

Below is the key information for ICICI Prudential Multicap Fund

ICICI Prudential Multicap Fund
Growth
Launch Date 1 Oct 94
NAV (04 Nov 24) ₹780.43 ↓ -6.47   (-0.82 %)
Net Assets (Cr) ₹14,691 on 30 Sep 24
Category Equity - Multi Cap
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.95
Sharpe Ratio 3.05
Information Ratio 0.57
Alpha Ratio 6.3
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-18 Months (1%),18 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,093
31 Oct 21₹15,354
31 Oct 22₹15,802
31 Oct 23₹18,524
31 Oct 24₹26,711

ICICI Prudential Multicap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033
Invest Now

Returns for ICICI Prudential Multicap 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

DurationReturns
1 Month -3.3%
3 Month -1.1%
6 Month 11.9%
1 Year 40.9%
3 Year 19.2%
5 Year 21.3%
10 Year
15 Year
Since launch 15.6%
Historical performance (Yearly) on absolute basis
YearReturns
2023 35.4%
2022 4.7%
2021 36.4%
2020 9.2%
2019 6%
2018 0.2%
2017 28%
2016 10.1%
2015 3.1%
2014 49.8%
Fund Manager information for ICICI Prudential Multicap Fund
NameSinceTenure
Sankaran Naren1 Jul 222.25 Yr.
Anand Sharma1 Jul 222.25 Yr.
Sharmila D’mello31 Jul 222.17 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services25.76%
Consumer Cyclical11.54%
Industrials10.32%
Basic Materials9.83%
Energy6.85%
Health Care6.84%
Communication Services5.43%
Technology5.06%
Consumer Defensive3.19%
Utility2.65%
Real Estate2.18%
Asset Allocation
Asset ClassValue
Cash10.35%
Equity89.65%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK
5%₹764 Cr6,001,508
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | HDFCBANK
5%₹735 Cr4,241,215
↓ -550,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE
4%₹582 Cr1,970,658
↑ 439,278
Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | 532215
3%₹410 Cr3,329,075
↑ 311,597
Infosys Ltd (Technology)
Equity, Since 31 Oct 18 | INFY
3%₹381 Cr2,031,006
↑ 530,292
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Apr 17 | SUNPHARMA
2%₹312 Cr1,620,647
↓ -227,500
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 22 | MARUTI
2%₹300 Cr226,512
↓ -4,491
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 19 | LT
2%₹261 Cr710,770
↑ 76,682
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | BHARTIARTL
2%₹227 Cr1,328,669
↓ -237,500
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 22 | HINDPETRO
1%₹218 Cr4,959,040
↓ -965,824

5. Motilal Oswal Multicap 35 Fund

(Erstwhile Motilal Oswal MOSt Focused Multicap 35 Fund)

The investment objective of the Scheme is to achieve long term capital appreciation by primarily investing in a maximum of 35 equity & equity related instruments across sectors and market-capitalization levels.However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Motilal Oswal Multicap 35 Fund is a Equity - Multi Cap fund was launched on 28 Apr 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 18.4% since its launch.  Ranked 5 in Multi Cap category.  Return for 2023 was 31% , 2022 was -3% and 2021 was 15.3% .

Below is the key information for Motilal Oswal Multicap 35 Fund

Motilal Oswal Multicap 35 Fund
Growth
Launch Date 28 Apr 14
NAV (04 Nov 24) ₹59.3795 ↓ -0.13   (-0.22 %)
Net Assets (Cr) ₹12,564 on 30 Sep 24
Category Equity - Multi Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 0.94
Sharpe Ratio 4.26
Information Ratio 0.33
Alpha Ratio 22.06
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,454
31 Oct 21₹12,879
31 Oct 22₹12,784
31 Oct 23₹14,304
31 Oct 24₹21,891

Motilal Oswal Multicap 35 Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for Motilal Oswal Multicap 35 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

DurationReturns
1 Month -4.1%
3 Month 4.3%
6 Month 18.4%
1 Year 50.1%
3 Year 18.7%
5 Year 17.1%
10 Year
15 Year
Since launch 18.4%
Historical performance (Yearly) on absolute basis
YearReturns
2023 31%
2022 -3%
2021 15.3%
2020 10.3%
2019 7.9%
2018 -7.8%
2017 43.1%
2016 8.5%
2015 14.6%
2014
Fund Manager information for Motilal Oswal Multicap 35 Fund
NameSinceTenure
Ajay Khandelwal1 Oct 240 Yr.
Niket Shah1 Jul 222.25 Yr.
Santosh Singh1 Aug 231.17 Yr.
Rakesh Shetty22 Nov 221.86 Yr.
Atul Mehra1 Oct 240 Yr.
Sunil Sawant1 Jul 240.25 Yr.

Data below for Motilal Oswal Multicap 35 Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Consumer Cyclical18.64%
Technology16.55%
Financial Services16.45%
Industrials16.34%
Communication Services9.29%
Asset Allocation
Asset ClassValue
Cash22.75%
Equity77.25%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | KALYANKJIL
10%₹1,268 Cr17,363,181
↓ -1,136,819
Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Jul 23 | JIOFIN
9%₹1,121 Cr31,971,347
↓ -528,653
Persistent Systems Ltd (Technology)
Equity, Since 31 Mar 23 | PERSISTENT
8%₹1,022 Cr1,875,000
↓ -44,829
Polycab India Ltd (Industrials)
Equity, Since 31 Jan 24 | POLYCAB
8%₹974 Cr1,400,000
↑ 84,270
Coforge Ltd (Technology)
Equity, Since 31 May 23 | COFORGE
7%₹912 Cr1,300,000
↑ 50,000
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services)
Equity, Since 30 Apr 24 | 890157
5%₹654 Cr5,000,000
↑ 175,000
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Mar 23 | CHOLAFIN
5%₹627 Cr3,900,000
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Jan 23 | 500251
5%₹568 Cr750,000
↓ -850,000
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | TIINDIA
4%₹542 Cr1,250,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIARTL
4%₹513 Cr3,000,000

6. Baroda Pioneer Multi Cap Fund

(Erstwhile Baroda Pioneer Growth Fund)

To generate long term capital appreciation from an actively managed portfolio of equity & equity related instruments.

Baroda Pioneer Multi Cap Fund is a Equity - Multi Cap fund was launched on 12 Sep 03. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.2% since its launch.  Ranked 37 in Multi Cap category.  Return for 2023 was 30.8% , 2022 was -3% and 2021 was 47.9% .

Below is the key information for Baroda Pioneer Multi Cap Fund

Baroda Pioneer Multi Cap Fund
Growth
Launch Date 12 Sep 03
NAV (04 Nov 24) ₹288.085 ↓ -1.10   (-0.38 %)
Net Assets (Cr) ₹2,811 on 30 Sep 24
Category Equity - Multi Cap
AMC Baroda Pioneer Asset Management Co. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.09
Sharpe Ratio 3.18
Information Ratio -0.1
Alpha Ratio 8.56
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,932
31 Oct 21₹17,459
31 Oct 22₹17,318
31 Oct 23₹19,446
31 Oct 24₹28,967

Baroda Pioneer Multi Cap Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for Baroda Pioneer Multi 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

DurationReturns
1 Month -0.9%
3 Month 1.3%
6 Month 11.3%
1 Year 45.4%
3 Year 17.9%
5 Year 23.5%
10 Year
15 Year
Since launch 17.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 30.8%
2022 -3%
2021 47.9%
2020 19.5%
2019 8.9%
2018 -11.9%
2017 36.8%
2016 2.3%
2015 -1.6%
2014 46.5%
Fund Manager information for Baroda Pioneer Multi Cap Fund
NameSinceTenure
Sanjay Chawla1 Nov 158.92 Yr.
Sandeep Jain14 Mar 222.55 Yr.

Data below for Baroda Pioneer Multi Cap Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services22.5%
Technology15.61%
Industrials12.38%
Consumer Cyclical9.89%
Health Care8.26%
Basic Materials7.96%
Consumer Defensive7.5%
Utility3.62%
Energy3.46%
Communication Services2.9%
Real Estate1.5%
Asset Allocation
Asset ClassValue
Cash3.22%
Equity96.43%
Debt0.35%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK
4%₹102 Cr799,815
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | HDFCBANK
3%₹87 Cr499,736
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
3%₹78 Cr262,500
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 May 23 | 543320
3%₹74 Cr2,723,000
Mrs Bectors Food Specialities Ltd Ordinary Shares (Consumer Defensive)
Equity, Since 30 Apr 23 | BECTORFOOD
3%₹72 Cr379,226
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | 500251
2%₹68 Cr90,000
Jyoti CNC Automation Ltd (Industrials)
Equity, Since 31 Mar 24 | JYOTICNC
2%₹66 Cr579,492
Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Nov 20 | SUNPHARMA
2%₹66 Cr340,000
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 532343
2%₹62 Cr218,000
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | 540611
2%₹61 Cr825,000
↑ 825,000

7. Aditya Birla Sun Life Manufacturing Equity Fund

The primary investment objective of the Schemes is to generate long-term capital appreciation to unit holders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in Manufacturing activity. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.

Aditya Birla Sun Life Manufacturing Equity Fund is a Equity - Multi Cap fund was launched on 31 Jan 15. It is a fund with High risk and has given a CAGR/Annualized return of 13% since its launch.  Return for 2023 was 32.5% , 2022 was -1.4% and 2021 was 22.1% .

Below is the key information for Aditya Birla Sun Life Manufacturing Equity Fund

Aditya Birla Sun Life Manufacturing Equity Fund
Growth
Launch Date 31 Jan 15
NAV (04 Nov 24) ₹32.83 ↓ -0.14   (-0.42 %)
Net Assets (Cr) ₹1,255 on 30 Sep 24
Category Equity - Multi Cap
AMC Birla Sun Life Asset Management Co Ltd
Rating Not Rated
Risk High
Expense Ratio 2.43
Sharpe Ratio 2.9
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Min SIP Investment 1,000
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹10,389
31 Oct 21₹15,202
31 Oct 22₹15,088
31 Oct 23₹16,842
31 Oct 24₹25,149

Aditya Birla Sun Life Manufacturing Equity Fund SIP Returns

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

Returns for Aditya Birla Sun Life Manufacturing Equity Fund

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

DurationReturns
1 Month -3.4%
3 Month 0.9%
6 Month 13.1%
1 Year 46.6%
3 Year 17.7%
5 Year 20.2%
10 Year
15 Year
Since launch 13%
Historical performance (Yearly) on absolute basis
YearReturns
2023 32.5%
2022 -1.4%
2021 22.1%
2020 26.3%
2019 -4%
2018 -12.9%
2017 41.7%
2016 9.2%
2015
2014
Fund Manager information for Aditya Birla Sun Life Manufacturing Equity Fund
NameSinceTenure
Harish Krishnan3 Nov 230.91 Yr.

Data below for Aditya Birla Sun Life Manufacturing Equity Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Industrials32.82%
Consumer Cyclical23.39%
Basic Materials18.04%
Consumer Defensive9.57%
Health Care8.98%
Energy4.31%
Technology2.33%
Asset Allocation
Asset ClassValue
Cash0.56%
Equity99.44%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 23 | LT
6%₹70 Cr189,832
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 19 | RELIANCE
4%₹54 Cr183,333
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | M&M
4%₹50 Cr160,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 28 Feb 15 | MARUTI
4%₹46 Cr35,000
Voltas Ltd (Industrials)
Equity, Since 28 Feb 15 | VOLTAS
4%₹44 Cr240,180
United Breweries Ltd (Consumer Defensive)
Equity, Since 31 May 16 | UBL
3%₹42 Cr194,958
Cummins India Ltd (Industrials)
Equity, Since 28 Feb 15 | 500480
3%₹41 Cr107,954
↓ -5,190
Aditya Birla Real Estate Ltd (Basic Materials)
Equity, Since 28 Feb 15 | 500040
3%₹35 Cr121,881
↓ -17,830
Tata Steel Ltd (Basic Materials)
Equity, Since 30 Jun 16 | TATASTEEL
3%₹35 Cr2,056,800
Strides Pharma Science Ltd (Healthcare)
Equity, Since 31 May 18 | STAR
3%₹34 Cr241,617
↓ -10,341

8. Mahindra Badhat Yojana

The investment objective of the Scheme is to provide medium to long term capital appreciation through appropriate diversification and taking low risk on business quality. The diversified portfolio would predominantly consist of equity and equity related securities including derivatives. However, there can be no assurance that the investment objective of the Scheme will be achieved.

Mahindra Badhat Yojana is a Equity - Multi Cap fund was launched on 11 May 17. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.9% since its launch.  Return for 2023 was 34.2% , 2022 was 1.6% and 2021 was 50.8% .

Below is the key information for Mahindra Badhat Yojana

Mahindra Badhat Yojana
Growth
Launch Date 11 May 17
NAV (04 Nov 24) ₹34.3735 ↓ -0.18   (-0.51 %)
Net Assets (Cr) ₹4,869 on 30 Sep 24
Category Equity - Multi Cap
AMC Mahindra Asset Management Company Pvt. Ltd.
Rating Not Rated
Risk Moderately High
Expense Ratio 1.96
Sharpe Ratio 2.58
Information Ratio 0.18
Alpha Ratio 2.58
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹10,090
31 Oct 21₹18,215
31 Oct 22₹18,430
31 Oct 23₹21,446
31 Oct 24₹30,103

Mahindra Badhat Yojana SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833
Invest Now

Returns for Mahindra Badhat Yojana

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

DurationReturns
1 Month -4.2%
3 Month -2.6%
6 Month 8.7%
1 Year 38.6%
3 Year 17.4%
5 Year 24.6%
10 Year
15 Year
Since launch 17.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023 34.2%
2022 1.6%
2021 50.8%
2020 16.6%
2019 13.8%
2018 -9.9%
2017
2016
2015
2014
Fund Manager information for Mahindra Badhat Yojana
NameSinceTenure
Manish Lodha21 Dec 203.78 Yr.
Fatema Pacha16 Oct 203.96 Yr.

Data below for Mahindra Badhat Yojana as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services20.28%
Consumer Cyclical15.08%
Industrials14.94%
Technology11.27%
Basic Materials10.2%
Consumer Defensive9.06%
Energy7.96%
Health Care4.44%
Utility2.85%
Communication Services1.13%
Real Estate0.52%
Asset Allocation
Asset ClassValue
Cash2.27%
Equity97.73%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | HDFCBANK
6%₹273 Cr1,575,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 24 | RELIANCE
4%₹199 Cr675,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Sep 23 | TCS
3%₹154 Cr361,800
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Jun 24 | HINDUNILVR
3%₹149 Cr504,000
↑ 76,500
Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | 500251
3%₹126 Cr166,500
↑ 13,500
PI Industries Ltd (Basic Materials)
Equity, Since 30 Jun 24 | PIIND
3%₹126 Cr270,000
↑ 45,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Dec 23 | PERSISTENT
3%₹123 Cr225,000
↑ 18,000
PCBL Ltd (Basic Materials)
Equity, Since 31 Jul 24 | PCBL
2%₹116 Cr2,007,000
↓ -135,000
Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | MOTHERSON
2%₹110 Cr5,220,000
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 30 Jun 24 | AUROPHARMA
2%₹109 Cr747,000
↓ -270,000

9. BNP Paribas Multi Cap Fund

(Erstwhile BNP Paribas Dividend Yield Fund)

The investment objective of the scheme is to generate long term capital growth from an actively managed portfolio of equity and equity related securities, primarily being high dividend yield stocks. High dividend yield stocks are defined as stocks of companies that have a dividend yield in excess of 0.5%, at the time of investment. However, there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns.

BNP Paribas Multi Cap Fund is a Equity - Multi Cap fund was launched on 15 Sep 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.9% since its launch.  Ranked 18 in Multi Cap category. .

Below is the key information for BNP Paribas Multi Cap Fund

BNP Paribas Multi Cap Fund
Growth
Launch Date 15 Sep 05
NAV (13 Mar 22) ₹73.5154 ↓ -0.01   (-0.01 %)
Net Assets (Cr) ₹588 on 31 Jan 22
Category Equity - Multi Cap
AMC BNP Paribas Asset Mgmt India Pvt. Ltd
Rating
Risk Moderately High
Expense Ratio 2.44
Sharpe Ratio 2.86
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,603
31 Oct 21₹15,926

BNP Paribas Multi Cap Fund SIP Returns

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

Returns for BNP Paribas Multi 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

DurationReturns
1 Month -4.4%
3 Month -4.6%
6 Month -2.6%
1 Year 19.3%
3 Year 17.3%
5 Year 13.6%
10 Year
15 Year
Since launch 12.9%
Historical performance (Yearly) on absolute basis
YearReturns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Fund Manager information for BNP Paribas Multi Cap Fund
NameSinceTenure

Data below for BNP Paribas Multi Cap Fund as on 31 Jan 22

Equity Sector Allocation
SectorValue
Asset Allocation
Asset ClassValue
Top Securities Holdings / Portfolio
NameHoldingValueQuantity

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सर्वोत्तम वैविध्यपूर्ण म्युच्युअल फंड निवडण्यासाठी स्मार्ट टिपा

एक आदर्श वैविध्यपूर्ण फंड खाली नमूद केलेल्या पॅरामीटर्समधून उत्तीर्ण झाला पाहिजे:

1. एकाच श्रेणीतील विविध फंडांमधील परताव्यांची तुलना करा

बेंचमार्किंगच्या सर्वात मूलभूत प्रकारांपैकी एक म्हणजे समान श्रेणीतील फंडाची तुलना करणे. मूल्यमापन करताना अलार्ज कॅप फंड, तुम्ही त्याच्या परताव्यांची तुलना इतर जुळणाऱ्या लार्ज कॅप डायव्हर्सिफाइड इक्विटी फंडांशी करावी. मिड-कॅप डायव्हर्सिफाइड इक्विटी फंडाशी त्याची तुलना केल्यास अचूक परिणाम मिळणार नाही कारण लार्ज कॅप आणि दोन्हीमधील जोखीम आणि बक्षीस संबंधमिड कॅप फंड तुलना करता येत नाहीत. डायव्हर्सिफाइड फंड, जसे की ते सर्व मार्केट कॅपमध्ये गुंतवणूक करतात आणि म्हणून एखाद्याने त्यांची तुलना समान आदेश असलेल्या फंडांशी केली पाहिजे.

अतिरिक्तघटक डायव्हर्सिफाइड फंडाचे मूल्यमापन करणे ही कालमर्यादा आहे. इक्विटी दीर्घ कालावधीसाठी (५ वर्षांपेक्षा जास्त) परतावा देण्यासाठी सुसज्ज असल्याने, वैविध्यपूर्ण फंडांमध्ये दीर्घकालीन कालावधीसाठी गुंतवणूक केली पाहिजे. दीर्घ कालावधीत वैविध्यपूर्ण फंडाचे मूल्यांकन केल्याने तुम्हाला बूम-अँड-बस्ट सायकल दरम्यान त्याची कामगिरी मोजण्यात मदत होईल. श्रेणी सरासरीसह विविध बाजार टप्प्यांमध्ये त्याच्या कामगिरीचा आढावा घेऊन गुंतवणूकदार वैविध्यपूर्ण फंडाच्या परताव्याच्या सातत्यांचे विश्लेषण करू शकतात. असे म्हटल्यावर, योग्य समवयस्क गटाची स्थापना करणे महत्त्वाचे आहे, हे तयार करतेआधार परतावा, अस्थिरता आणि अशा प्रकारे अंतिम निधी निवडीसाठी मदत करते.

2. बेंचमार्क इंडेक्सच्या विरूद्ध डायव्हर्सिफाइड फंड रिटर्न्स तपासा

प्रत्येक वैविध्यपूर्ण फंडासाठी त्याच्या ऑफर दस्तऐवजात बेंचमार्क निर्देशांक नमूद करणे अनिवार्य आहे. हा बेंचमार्क निर्देशांक वैविध्यपूर्ण फंडाने चांगली कामगिरी केली आहे की नाही हे ठरवण्यासाठी एक सूचक आहे. वैविध्यपूर्ण फंडाच्या कामगिरीचे मूल्यमापन करताना, गुंतवणूकदारांनी 3 वर्षे, 5 वर्षे किंवा 10 वर्षे यापेक्षा जास्त कालावधीचे चक्र विचारात घेतले पाहिजे. जे फंड त्यांच्या बेंचमार्क निर्देशांकांना सतत मागे टाकतात, त्यांचा गुंतवणुकीसाठी विचार केला पाहिजे.

3. निधीच्या सुसंगततेचे वजन करा

बेंचमार्क इंडेक्स मूल्यांकनाव्यतिरिक्त, गुंतवणूकदारांनी फंडाच्या ऐतिहासिक कामगिरीचे देखील मूल्यांकन केले पाहिजे. दीर्घकालीन, अनेक वैविध्यपूर्ण फंड बाजारातील मंदीच्या काळात आणि त्यांच्या बेंचमार्क निर्देशांक आणि श्रेणी सरासरीपेक्षाही खाली बुडतात. केवळ काही लोक सर्व बाजार परिस्थितींमध्ये त्यांची कामगिरी टिकवून ठेवतात. उतार-चढाव आणि मंदीमध्ये चांगली कामगिरी करणारा फंड निवडणे महत्त्वाचे आहे, नाहीतर तुमच्याकडे असा फंड असेल जो चांगली कामगिरी करू शकेल, परंतु नंतर हे पाहायचे आहे की मंदीमध्ये सर्व परतावे नष्ट होतात. अशा प्रकारे, एकगुंतवणूकदार त्यांनी त्यांच्या पोर्टफोलिओमध्ये सर्वात सुसंगत कलाकारांचा समावेश केला आहे याची खात्री करावी.

4. फंडातील जोखमींबद्दल जागरूक रहा

गुंतवणूक करण्यापूर्वी, एखाद्याने वैविध्यपूर्ण फंडाचे जोखीम-परताव्याचे विश्लेषण केले पाहिजे. असे करण्यासाठी, एखाद्याने काही महत्त्वपूर्ण गुणोत्तरांकडे लक्ष दिले पाहिजे, जसे की:

a अल्फा

अल्फा जोखीम-समायोजित आधारावर वैविध्यपूर्ण फंडाच्या कामगिरीचे मोजमाप आहे. जोखीम समायोजित आधारावर फंड किंवा स्टॉकने सामान्य बाजारात किती कामगिरी केली आहे यावर ते मोजते. 1 चा पॉझिटिव्ह अल्फा म्हणजे फंडाने त्याच्या बेंचमार्क इंडेक्सला 1% ने मागे टाकले आहे, तर -1 चा नकारात्मक अल्फा हे सूचित करेल की फंडाने त्याच्या मार्केट बेंचमार्कपेक्षा 1% कमी परतावा दिला आहे. त्यामुळे, मुळात, गुंतवणूकदाराची रणनीती सकारात्मक अल्फासह सिक्युरिटीज किंवा म्युच्युअल फंड खरेदी करण्याची असावी.

b बीटा

बीटा बेंचमार्क निर्देशांकाच्या तुलनेत वैविध्यपूर्ण फंडाची अस्थिरता मोजते. बीटा सकारात्मक किंवा नकारात्मक आकृत्यांमध्ये दर्शविला जातो. 1 चा बीटा सूचित करतो की स्टॉकची किंमत किंवा म्युच्युअल फंडनाही बाजाराच्या अनुषंगाने चालते. 1 पेक्षा जास्त बीटा दर्शवितो की स्टॉक मार्केटपेक्षा जास्त जोखीमपूर्ण आहे आणि 1 पेक्षा कमी बीटा म्हणजे स्टॉक मार्केटपेक्षा कमी जोखमीचा आहे. त्यामुळे, घसरलेल्या मार्केटमध्ये लोअर बीटा चांगला आहे. वाढत्या बाजारपेठेत, उच्च-बीटा अधिक चांगले आहे.

c मानक विचलन (SD)

SD हा फंडातील अस्थिरता किंवा जोखीम दर्शविणारा सांख्यिकीय उपाय आहे. SD जितका जास्त असेल तितके परताव्यात चढ-उतार जास्त असतील. तद्वतच, गुंतवणूकदार कमी असलेल्या निधीचा शोध घेतातप्रमाणित विचलन.

d शार्प रेशो (SR)

तीव्र प्रमाण घेतलेल्या जोखमीच्या संदर्भात परतावा (नकारात्मक आणि सकारात्मक दोन्ही) मोजतो. येथे जोखीम मानक विचलनाद्वारे परिभाषित केली आहे. उच्च शार्प गुणोत्तर म्हणजे, जास्त जोखीम न घेता उच्च परतावा. अशा प्रकारे, गुंतवणूक करताना, गुंतवणूकदारांनी उच्च शार्प रेशो दर्शविणारा वैविध्यपूर्ण फंड निवडावा. पुन्हा एकदा, गुंतवणूकदाराने वैविध्यपूर्ण फंडाच्या SD आणि SR चे ऐतिहासिक आधारावर मूल्यमापन करणे उचित आहे जेणेकरून सर्वात सातत्यपूर्ण कामगिरी करणार्‍यांची निवड करता येईल.

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Unknown, posted on 6 May 19 12:47 PM

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