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Fincash »म्युच्युअल फंड »सर्वोत्तम फ्लेक्सी कॅप इक्विटी फंड

2022 मध्ये गुंतवणूक करण्यासाठी सर्वोत्तम फ्लेक्सी कॅप इक्विटी म्युच्युअल फंड

Updated on November 1, 2024 , 57017 views

वैविध्यपूर्ण फ्लेक्सी कॅप फंड किंवा अधिक योग्यरित्या वैविध्यपूर्णइक्विटी फंड इक्विटी फंडांचा एक वर्ग आहे. उच्चांक असलेले गुंतवणूकदार-जोखीम भूक ज्यांना इक्विटीमध्ये एक्सपोजर घ्यायचे आहे ते सहसा त्याकडे झुकतातगुंतवणूक वैविध्यपूर्ण फ्लेक्सी कॅप फंडांमध्ये.

जसे, वैविध्यपूर्ण फ्लेक्सी कॅप फंड सर्वत्र गुंतवणूक करतातबाजार कॅप्स जसे की - मोठी टोपी,मिड-कॅप आणि स्मॉल कॅप, पोर्टफोलिओ संतुलित करण्यात ते महारत आहेत. सर्वोत्कृष्ट वैविध्यपूर्ण फ्लेक्सी कॅप इक्विटी फंडांमध्ये गुंतवणूक करून, गुंतवणूकदार किंचित अधिक स्थिर परतावा मिळवू शकतात, तथापि, बाजाराच्या अशांत स्थितीत इक्विटीच्या अस्थिरतेचा त्यांना परिणाम होईल.

चांगला वैविध्यपूर्ण फ्लेक्सी कॅप इक्विटी फंड निवडण्याची प्रक्रिया सुलभ करण्यासाठी, आम्ही सर्वोत्कृष्ट फ्लेक्सी-कॅप इक्विटी फंड सूचीबद्ध केले आहेत – जे गुंतवणूकदार त्यांच्या गुंतवणूक प्रवासादरम्यान विचारात घेऊ शकतात.

flexi-cap

टॉप 5 सर्वोत्कृष्ट परफॉर्मिंग डायव्हर्सिफाइड फ्लेक्सी कॅप इक्विटी म्युच्युअल फंड 2022

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
JM Multicap Fund Growth ₹104.36
↑ 0.70
₹4,531-3.313.154.826.424.640
IDFC Focused Equity Fund Growth ₹85.962
↑ 0.45
₹1,7946.717.146.916.318.131.3
Principal Multi Cap Growth Fund Growth ₹372.9
↑ 1.19
₹2,854-1.911.638.316.721.631.1
BNP Paribas Multi Cap Fund Growth ₹73.5154
↓ -0.01
₹588-4.6-2.619.317.313.6
L&T Equity Fund Growth ₹124.542
↑ 0.00
₹2,8843.315.62.214.39
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Oct 24
*वर 500 कोटींपेक्षा जास्त निव्वळ मालमत्ता असलेल्या फंडांची यादी आहे

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 15.7% 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 (31 Oct 24) ₹104.36 ↑ 0.70   (0.67 %)
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 31 Oct 24

DurationReturns
1 Month -4.2%
3 Month -3.3%
6 Month 13.1%
1 Year 54.8%
3 Year 26.4%
5 Year 24.6%
10 Year
15 Year
Since launch 15.7%
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. IDFC Focused Equity Fund

The investment objective of the scheme is to seek to generate capital appreciation and/or provide income distribution from a portfolio of predominantly equity and equity related instruments. There is no assurance or guarantee that the objectives of the scheme will be realized.

IDFC Focused Equity Fund is a Equity - Multi Cap fund was launched on 16 Mar 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.2% since its launch.  Ranked 13 in Multi Cap category.  Return for 2023 was 31.3% , 2022 was -5% and 2021 was 24.6% .

Below is the key information for IDFC Focused Equity Fund

IDFC Focused Equity Fund
Growth
Launch Date 16 Mar 06
NAV (31 Oct 24) ₹85.962 ↑ 0.45   (0.52 %)
Net Assets (Cr) ₹1,794 on 30 Sep 24
Category Equity - Multi Cap
AMC IDFC Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.13
Sharpe Ratio 2.42
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.

DateValue
31 Oct 19₹10,000
31 Oct 20₹10,621
31 Oct 21₹14,612
31 Oct 22₹14,308
31 Oct 23₹15,659
31 Oct 24₹23,009

IDFC Focused 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 ₹481,656.
Net Profit of ₹181,656
Invest Now

Returns for IDFC Focused 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 31 Oct 24

DurationReturns
1 Month -2.7%
3 Month 6.7%
6 Month 17.1%
1 Year 46.9%
3 Year 16.3%
5 Year 18.1%
10 Year
15 Year
Since launch 12.2%
Historical performance (Yearly) on absolute basis
YearReturns
2023 31.3%
2022 -5%
2021 24.6%
2020 14.9%
2019 8.9%
2018 -12.7%
2017 54.4%
2016 1.8%
2015 -4.8%
2014 32.2%
Fund Manager information for IDFC Focused Equity Fund
NameSinceTenure
Sumit Agrawal20 Oct 167.95 Yr.
Ritika Behera7 Oct 230.99 Yr.
Gaurav Satra7 Jun 240.32 Yr.

Data below for IDFC Focused Equity Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services28.66%
Consumer Cyclical21.22%
Industrials12.68%
Technology12.17%
Energy5.3%
Health Care5.04%
Real Estate4.84%
Utility4.15%
Consumer Defensive3.76%
Asset Allocation
Asset ClassValue
Cash2.18%
Equity97.82%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Sep 19 | 500180
9%₹149 Cr912,664
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532174
8%₹133 Cr1,078,678
↓ -141,500
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 22 | TRENT
6%₹101 Cr141,436
↓ -10,406
Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 23 | 500325
5%₹92 Cr305,924
Apar Industries Ltd (Industrials)
Equity, Since 31 Aug 23 | APARINDS
5%₹88 Cr95,629
↓ -18,531
Phoenix Mills Ltd (Real Estate)
Equity, Since 30 Nov 22 | PHOENIXLTD
5%₹84 Cr223,835
Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Jun 22 | 511243
4%₹77 Cr530,834
↓ -35,369
INOX Green Energy Services Ltd (Utilities)
Equity, Since 31 Aug 24 | INOXGREEN
4%₹72 Cr3,623,188
↑ 3,623,188
Infosys Ltd (Technology)
Equity, Since 31 Oct 19 | 500209
4%₹61 Cr314,307
FSN E-Commerce Ventures Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | 543384
3%₹58 Cr2,812,367

3. Principal Multi Cap Growth Fund

(Erstwhile Principal Growth Fund)

The primary investment objective of the scheme is to achieve long-term capital appreciation.

Principal Multi Cap Growth Fund is a Equity - Multi Cap fund was launched on 25 Oct 00. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.3% since its launch.  Ranked 12 in Multi Cap category.  Return for 2023 was 31.1% , 2022 was -1.6% and 2021 was 46.3% .

Below is the key information for Principal Multi Cap Growth Fund

Principal Multi Cap Growth Fund
Growth
Launch Date 25 Oct 00
NAV (31 Oct 24) ₹372.9 ↑ 1.19   (0.32 %)
Net Assets (Cr) ₹2,854 on 30 Sep 24
Category Equity - Multi Cap
AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating
Risk Moderately High
Expense Ratio 2.05
Sharpe Ratio 2.52
Information Ratio -0.45
Alpha Ratio 0.64
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.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,964
31 Oct 21₹16,741
31 Oct 22₹17,324
31 Oct 23₹19,239
31 Oct 24₹26,598

Principal Multi Cap Growth 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 Principal Multi Cap Growth Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Oct 24

DurationReturns
1 Month -5.8%
3 Month -1.9%
6 Month 11.6%
1 Year 38.3%
3 Year 16.7%
5 Year 21.6%
10 Year
15 Year
Since launch 16.3%
Historical performance (Yearly) on absolute basis
YearReturns
2023 31.1%
2022 -1.6%
2021 46.3%
2020 15%
2019 3.9%
2018 -8.7%
2017 48.7%
2016 6.4%
2015 2.8%
2014 49.4%
Fund Manager information for Principal Multi Cap Growth Fund
NameSinceTenure
Ratish Varier1 Jan 222.75 Yr.
Sudhir Kedia1 Jan 222.75 Yr.

Data below for Principal Multi Cap Growth Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services19.83%
Industrials16.44%
Consumer Cyclical15.29%
Technology8.64%
Energy8.36%
Health Care7.75%
Basic Materials5.52%
Communication Services4.99%
Consumer Defensive3.98%
Utility2.85%
Real Estate2.28%
Asset Allocation
Asset ClassValue
Cash4.06%
Equity95.94%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 05 | RELIANCE
6%₹168 Cr556,134
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK
4%₹122 Cr746,575
Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 23 | 532810
3%₹93 Cr1,689,887
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 23 | LT
3%₹85 Cr230,571
Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY
3%₹83 Cr425,850
NTPC Ltd (Utilities)
Equity, Since 31 Mar 23 | 532555
3%₹81 Cr1,955,077
Indian Bank (Financial Services)
Equity, Since 31 Dec 23 | 532814
3%₹76 Cr1,339,692
Lupin Ltd (Healthcare)
Equity, Since 30 Apr 24 | 500257
2%₹70 Cr311,373
KSB Ltd (Industrials)
Equity, Since 31 Jul 22 | KSB
2%₹70 Cr749,415
TVS Holdings Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 520056
2%₹68 Cr49,053

4. 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 31 Oct 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

5. L&T Equity Fund

To generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities.

L&T Equity Fund is a Equity - Multi Cap fund was launched on 16 May 05. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 15.5% since its launch.  Ranked 25 in Multi Cap category. .

Below is the key information for L&T Equity Fund

L&T Equity Fund
Growth
Launch Date 16 May 05
NAV (25 Nov 22) ₹124.542 ↑ 0.00   (0.00 %)
Net Assets (Cr) ₹2,884 on 31 Oct 22
Category Equity - Multi Cap
AMC L&T Investment Management Ltd
Rating
Risk Moderately High
Expense Ratio 2.07
Sharpe Ratio -0.16
Information Ratio -1.29
Alpha Ratio -2.7
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₹9,862
31 Oct 21₹14,611
31 Oct 22₹14,804

L&T 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 ₹376,357.
Net Profit of ₹76,357
Invest Now

Returns for L&T 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 31 Oct 24

DurationReturns
1 Month 2.7%
3 Month 3.3%
6 Month 15.6%
1 Year 2.2%
3 Year 14.3%
5 Year 9%
10 Year
15 Year
Since launch 15.5%
Historical performance (Yearly) on absolute basis
YearReturns
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
Fund Manager information for L&T Equity Fund
NameSinceTenure

Data below for L&T Equity Fund as on 31 Oct 22

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

फ्लेक्सी कॅप फंडामध्ये गुंतवणूक करण्याचे फायदे

काहीगुंतवणुकीचे फायदे फ्लेक्सी कॅप/मल्टी कॅप फंडांमध्ये खालीलप्रमाणे आहेत:

  • फ्लेक्सी-कॅप फंडांमध्ये गुंतवणूक करण्याचा सर्वात मोठा फायदा म्हणजे विविधता. हे फंड मार्केट कॅपमध्ये गुंतवणूक करतात, म्हणजे मोठ्या, मध्य आणिस्मॉल कॅप फंड, ते पोर्टफोलिओमध्ये विविधता आणतात. त्यामुळे, केवळ एका मार्केट कॅपमध्ये गुंतवणूक करण्याऐवजी, तुम्ही फ्लेक्सी-कॅप फंडांमध्ये गुंतवणूक करू शकता आणि सर्वांचा फायदा घेऊ शकता.

  • फ्लेक्सी-कॅप फंडांचे फंड व्यवस्थापक त्यांच्या दीर्घकालीन वाढीच्या क्षमतेवर आधारित सर्व आकारांच्या कंपन्यांमध्ये गुंतवणूक करतात. परिभाषित गुंतवणुकीच्या उद्दिष्टांमध्ये फंडाची कामगिरी वाढवण्यासाठी, व्यवस्थापक वेळोवेळी वेगवेगळ्या क्षेत्रांमधील पोर्टफोलिओ वाटप देखील बदलतात.

  • फ्लेक्सी-कॅप लार्ज, मिड आणि स्मॉल कॅप फंडांमध्ये गुंतवणूक करत असल्याने, त्यांच्याकडे दीर्घकालीन सातत्यपूर्ण परतावा देण्याची क्षमता असते.

  • हे फंड जोखीम आणि परतावा संतुलित करण्यासाठी ओळखले जातात. उदाहरणार्थ, बाजारातील काही परिस्थितींमध्ये, एखादा फंड कामगिरी करू शकला नाही, तर परतावा संतुलित करण्यासाठी इतर फंड असतात. त्यामुळे, गुंतवणूकदार या फंडातून जोखीम आणि परतावा यांचा समतोल साधण्याचा फायदा घेतात.

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वारंवार विचारले जाणारे प्रश्न

1. फ्लेक्सी-कॅप इक्विटी म्युच्युअल फंड चांगले परतावा देतात का?

अ: फ्लेक्सी-कॅप फंड उच्च परतावा देतात, परंतु हे सहसा उच्च-जोखीम फंड मानले जातात. याचे प्राथमिक कारण हे आहे की या इक्विटींवर बाजारातील परिस्थितीचा परिणाम होतो ज्यामुळे ROI फरक होतो. तथापि, जर तुम्हाला जोखीम घेण्याची भूक असेल, तर तुम्ही सर्वोत्तम कामगिरी करणाऱ्या फ्लेक्सी-कॅपमध्ये गुंतवणूक करू शकता.म्युच्युअल फंड, आणि हे उत्कृष्ट परतावा देण्यासाठी ओळखले जातात.

2. फ्लेक्सी-कॅपमधील इक्विटी गुंतवणुकीबाबत सेबीचा आदेश काय आहे?

अ: नुसारसेबी नियमानुसार, गुंतवणूक करणे आवश्यक आहे२५% मोठ्या, मध्य आणि लहान मधील मालमत्तेचेभांडवल साठा हे वैविध्य याची खात्री देते की तुमची गुंतवणूक सुरक्षित आहे आणि तुम्ही अधिक चांगले मिळवू शकतागुंतवणुकीवर परतावा.

3. फ्लेक्सी-कॅप गुंतवणुकीत फंड व्यवस्थापक तुम्हाला कशी मदत करू शकतो?

अ: फंड मॅनेजर तुम्हाला मार्केटच्या विशिष्ट विभागाचे मूल्यांकन करण्यात मदत करू शकतो. कालांतराने, त्याला असे वाटत असेल की हा विभाग अआकर्षक झाला आहे, तर तो विशिष्ट विभागातून गुंतवणूक काढून दुसर्‍या विभागात पुन्हा गुंतवणूक करू शकतो. हे तुमची गुंतवणूक सुरक्षित करते आणि तुम्हाला चांगले परतावा मिळण्याची खात्री करते.

4. मी फ्लेक्सी-कॅप म्युच्युअल फंडात गुंतवणूक केल्यास काही एक्झिट लोड आहे का?

अ: जर तुम्ही विशिष्ट दिवसांची संख्या पूर्ण होण्यापूर्वी विभाग सोडला तर सर्व फ्लेक्सी-कॅप फंड एक्झिट लोड करत नाहीत. उदाहरणार्थ, विशिष्ट फ्लेक्सी-कॅपचा एक्झिट लोड लागू करू शकतो२% जर तुम्ही तुमची गुंतवणूक 365 दिवसांपूर्वी स्विच केली किंवा रिडीम केली तर आणि1% तुम्ही 763 दिवसांपूर्वी बदलल्यास. तथापि, तुम्ही दोन वर्षांनी मालमत्ता बदलल्यास म्युच्युअल फंड कोणतेही एक्झिट लोड आकारत नाहीत.

5. ग्रीन फ्लेक्सी-कॅप फंड म्हणजे काय?

अ: ग्रीन लेव्ही कंपन्यांना पर्यावरणास अनुकूल तंत्रज्ञानामध्ये गुंतवणूक करण्यास प्रोत्साहित करते आणि सरकार अशा कंपन्यांना विविध कर लाभ देते. तुमच्या गुंतवणुकीच्या पोर्टफोलिओमध्ये Flexi-cap म्युच्युअल फंडांचा समावेश असेल जे पर्यावरणास अनुकूल तंत्रज्ञानाचे पालन करणाऱ्या कंपन्यांमध्ये गुंतवणूक करतात.

6. मी सर्वोत्तम कामगिरी करणारा फ्लेक्सी-कॅप फंड कसा ओळखू शकतो?

अ: सर्वोत्कृष्ट कामगिरी करणारा फंड ओळखण्याचा सर्वोत्तम मार्ग म्हणजे त्याचे मागील ४ वर्षांचे उत्पन्न तपासणे. उदाहरणार्थ, दबडोदा पायोनियर मल्टी-कॅप फंड, ज्यामध्ये एनाही रु.129.8 आणि 5 वर्षांचा परतावा19.5%, प्रिन्सिपल मल्टी कॅप ग्रोथ फंडापेक्षा चांगला आहे, ज्याची NAV रु. १७८.७८ आहे आणि ५ वर्षांचा परतावा आहे.१५%.

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