टॉप 10 म्युच्युअल फंड 2022 | टॉप परफॉर्मिंग म्युच्युअल फंड

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तुम्ही म्युच्युअल फंडात गुंतवणूक का करावी?
2022 मध्ये गुंतवणूक करण्यासाठी शीर्ष 10 म्युच्युअल फंड
सर्वोत्तम कामगिरी करणारा म्युच्युअल फंड कसा निवडावा?
म्युच्युअल फंडात ऑनलाइन गुंतवणूक कशी करावी?
Top 10 Funds

2022 साठी टॉप 10 म्युच्युअल फंड

Updated on April 21, 2025 , 42822 views

2022 मध्ये गुंतवणूक करण्यासाठी सर्वोत्तम म्युच्युअल फंड शोधत आहात? असतानागुंतवणूक मध्येम्युच्युअल फंड, गुंतवणूकदारांना सतत परतावा देणारा फंड निवडण्यात अनेकदा अडचण येते.

सर्व अडचणी सोडवण्यासाठी, आम्ही शीर्ष 10 म्युच्युअल फंड योजनांची यादी घेऊन आलो आहोत ज्यामध्ये तुम्ही गुंतवणूक करण्यास प्राधान्य देऊ शकता. हे फंड AUM सारख्या विशिष्ट पॅरामीटर्सद्वारे शॉर्टलिस्ट केले गेले आहेत,नाही, मागील कामगिरी, समवयस्क सरासरी परतावा इ. तुम्ही या योजनांमध्ये दोन प्रकारे गुंतवणूक करू शकता- एकतरSIP मार्ग किंवा एकरकमी मार्ग.

गुंतवणुकीच्या एकरकमी पद्धतीने, गुंतवणूकदार योजनेमध्ये एक-वेळ डाउन पेमेंट म्हणून लक्षणीय रक्कम गुंतवू शकतात, तर SIP मोडमध्ये, गुंतवणूकदार मासिक, त्रैमासिक आणि वार्षिक अशा नियमित अंतराने गुंतवणूक करू शकतात. एकरकमी गुंतवणुकीची किमान रक्कमश्रेणी INR 1000-5000 पासून, तर SIP मध्ये तुम्ही फक्त INR 500 ने गुंतवणूक सुरू करू शकता.

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तुम्ही म्युच्युअल फंडात गुंतवणूक का करावी?

आपण करू शकताम्युच्युअल फंडात गुंतवणूक करा तुमच्या नुसारजोखीम भूक. सर्व प्रकारच्या जोखीम घेणाऱ्यांसाठी अनेक योजना आहेत. पुराणमतवादी गुंतवणूकदारांपासून ते उच्च जोखमीच्या गुंतवणूकदारांपर्यंत प्रत्येकजण म्युच्युअल फंड योजनांमध्ये गुंतवणूक करू शकतो
म्युच्युअल फंड तुम्हाला भरपूर कर लाभ देतात
म्युच्युअल फंड तुम्हाला चांगले परतावा देऊ शकतात आणिरोख प्रवाह इतर पारंपारिक गुंतवणूक पर्याय जसे की एफडी इ.
म्युच्युअल फंडात गुंतवणूक करून तुम्ही योग्य प्रमाणात वैविध्य मिळवू शकता. तुम्ही तुमच्या पोर्टफोलिओमध्ये विविध योजनांची संख्या ठेवू शकता
म्युच्युअल फंड परवडणारे आहेत. एसआयपीद्वारे INR 500 इतक्या कमी रकमेने त्यांची गुंतवणूक सुरू करता येते
तुम्ही गुंतवलेले पैसे तज्ञांच्या टीमद्वारे व्यवस्थापित केले जातात. त्यांच्याकडे रिअल-टाइम ऍक्सेस आहेबाजार आणि ते सर्वात किफायतशीर प्रमाणात व्यवहार करण्यास सक्षम आहेत
तुमची म्युच्युअल फंड गुंतवणूक सुरक्षित हातात आहे. प्रत्येक म्युच्युअल फंड द्वारे नियंत्रित केला जातोसेबी (भारतीय सिक्युरिटीज अँड एक्स्चेंज बोर्ड), त्यामुळे तुम्ही गुंतवलेला सर्व निधी पारदर्शक पद्धतीने चालतो आणि सुरक्षित असतो.

2022 मध्ये गुंतवणूक करण्यासाठी शीर्ष 10 म्युच्युअल फंड

Fund	NAV	Net Assets (Cr)	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2024 (%)
Principal Emerging Bluechip Fund Growth	₹183.316 ↑ 2.03	₹3,124	2.9	13.6	38.9	21.9	19.2
Invesco India Growth Opportunities Fund Growth	₹92.57 ↑ 0.57	₹6,432	4	-0.6	19.9	22	26.1	37.5
ICICI Prudential Banking and Financial Services Fund Growth	₹129.8 ↓ -0.36	₹9,008	11.6	5.2	18.5	16.8	24.3	11.6
Motilal Oswal Multicap 35 Fund Growth	₹58.1072 ↑ 0.96	₹12,267	1.3	-5.2	16.8	21.5	22.7	45.7
DSP BlackRock Equity Opportunities Fund Growth	₹602.289 ↑ 3.62	₹13,784	4.6	-1.3	15.6	20.6	26.7	23.9
Aditya Birla Sun Life Banking And Financial Services Fund Growth	₹59.75 ↓ -0.02	₹3,248	14.2	6.1	15	17.4	25.3	8.7
Sundaram Rural and Consumption Fund Growth	₹95.7364 ↑ 0.91	₹1,445	3.2	-3	15	18.9	22.6	20.1
SBI Magnum Children's Benefit Plan Growth	₹108.424 ↑ 0.05	₹123	2.7	2.3	14	12.4	14.8	17.4
Aditya Birla Sun Life Regular Savings Fund Growth	₹65.6325 ↑ 0.15	₹1,377	3.7	3.4	11	8.6	12.3	10.5
Tata Retirement Savings Fund-Moderate Growth	₹61.8383 ↑ 0.24	₹2,008	0.7	-2.4	11	14.1	17.9	19.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 31 Dec 21

1. Principal Emerging Bluechip Fund

The primary objective of the Scheme is to achieve long-term capital appreciation by investing in equity & equity related instruments of mid cap & small cap companies.

Principal Emerging Bluechip Fund is a Equity - Large & Mid Cap fund was launched on 12 Nov 08. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 24.8% since its launch. Ranked 1 in Large & Mid Cap category. .

Below is the key information for Principal Emerging Bluechip Fund

Principal Emerging Bluechip Fund Growth
Launch Date	12 Nov 08
NAV (31 Dec 21)	₹183.316 ↑ 2.03 (1.12 %)
Net Assets (Cr)	₹3,124 on 30 Nov 21
Category	Equity - Large & Mid Cap
AMC	Principal Pnb Asset Mgmt. Co. Priv. Ltd.
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	2.08
Sharpe Ratio	2.74
Information Ratio	0.22
Alpha Ratio	2.18
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-1 Years (1%),1 Years and above(NIL)
Sub Cat.	Large & Mid Cap

Growth of 10,000 investment over the years.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹17,552

Principal Emerging Bluechip Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520 Invest Now

Returns for Principal Emerging Bluechip 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 Dec 21

Duration	Returns
1 Month	2.9%
3 Month	2.9%
6 Month	13.6%
1 Year	38.9%
3 Year	21.9%
5 Year	19.2%
10 Year
15 Year
Since launch	24.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015

Fund Manager information for Principal Emerging Bluechip Fund

Name	Since	Tenure

Data below for Principal Emerging Bluechip Fund as on 30 Nov 21

Equity Sector Allocation

Sector	Value

Asset Allocation

Asset Class	Value

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity

2. Invesco India Growth Opportunities Fund

(Erstwhile Invesco India Growth Fund)

The investment objective of the Scheme is to generate long-term capital growth from a diversified portfolio of predominantly equity and equity-related securities. However, there can be no assurance that the objectives of the scheme will be achieved.

Invesco India Growth Opportunities Fund is a Equity - Large & Mid Cap fund was launched on 9 Aug 07. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.4% since its launch. Ranked 6 in Large & Mid Cap category. Return for 2024 was 37.5% , 2023 was 31.6% and 2022 was -0.4% .

Below is the key information for Invesco India Growth Opportunities Fund

Invesco India Growth Opportunities Fund Growth
Launch Date	9 Aug 07
NAV (23 Apr 25)	₹92.57 ↑ 0.57 (0.62 %)
Net Assets (Cr)	₹6,432 on 31 Mar 25
Category	Equity - Large & Mid Cap
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.88
Sharpe Ratio	0.44
Information Ratio	0.6
Alpha Ratio	7.06
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-1 Years (1%),1 Years and above(NIL)
Sub Cat.	Large & Mid Cap

Growth of 10,000 investment over the years.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹16,107
31 Mar 22	₹18,853
31 Mar 23	₹18,682
31 Mar 24	₹28,076
31 Mar 25	₹32,206

Invesco India Growth Opportunities Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107 Invest Now

Returns for Invesco India Growth Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21

Duration	Returns
1 Month	6.2%
3 Month	4%
6 Month	-0.6%
1 Year	19.9%
3 Year	22%
5 Year	26.1%
10 Year
15 Year
Since launch	13.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	37.5%
2023	31.6%
2022	-0.4%
2021	29.7%
2020	13.3%
2019	10.7%
2018	-0.2%
2017	39.6%
2016	3.3%
2015	3.8%

Fund Manager information for Invesco India Growth Opportunities Fund

Name	Since	Tenure
Aditya Khemani	9 Nov 23	1.31 Yr.
Amit Ganatra	21 Jan 22	3.11 Yr.

Data below for Invesco India Growth Opportunities Fund as on 31 Mar 25

Equity Sector Allocation

Sector	Value
Financial Services	27.11%
Consumer Cyclical	23.58%
Health Care	14.39%
Industrials	10.18%
Technology	7.63%
Real Estate	6.51%
Basic Materials	4.56%
Consumer Defensive	2.23%
Communication Services	1.79%

Asset Allocation

Asset Class	Value
Cash	2.01%
Equity	97.99%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
InterGlobe Aviation Ltd (Industrials) Equity, Since 31 Mar 24 \| INDIGO	5%	₹274 Cr	612,171
Cholamandalam Investment and Finance Co Ltd (Financial Services) Equity, Since 28 Feb 23 \| CHOLAFIN	5%	₹269 Cr	1,921,954 ↑ 84,346
Trent Ltd (Consumer Cyclical) Equity, Since 28 Feb 22 \| 500251	4%	₹263 Cr	542,689 ↑ 59,081
Swiggy Ltd (Consumer Cyclical) Equity, Since 30 Nov 24 \| SWIGGY	4%	₹223 Cr	6,673,912 ↑ 1,381,517
ICICI Bank Ltd (Financial Services) Equity, Since 31 Dec 15 \| ICICIBANK	4%	₹210 Cr	1,741,069 ↓ -336,652
Zomato Ltd (Consumer Cyclical) Equity, Since 30 Jun 23 \| 543320	3%	₹203 Cr	9,152,597
Max Healthcare Institute Ltd Ordinary Shares (Healthcare) Equity, Since 30 Nov 22 \| MAXHEALTH	3%	₹195 Cr	1,993,259
Dixon Technologies (India) Ltd (Technology) Equity, Since 30 Sep 22 \| DIXON	3%	₹182 Cr	130,340
L&T Finance Ltd (Financial Services) Equity, Since 30 Apr 24 \| LTF	3%	₹181 Cr	13,404,597
The Federal Bank Ltd (Financial Services) Equity, Since 30 Nov 22 \| FEDERALBNK	3%	₹178 Cr	10,039,804

3. ICICI Prudential Banking and Financial Services Fund

ICICI Prudential Banking and Financial Services Fund is an Open-ended equity scheme that seeks to generate long-term capital appreciation to unitholders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services. However, there can be no assurance that the investment objective of the Scheme will be realized.

ICICI Prudential Banking and Financial Services Fund is a Equity - Sectoral fund was launched on 22 Aug 08. It is a fund with High risk and has given a CAGR/Annualized return of 16.6% since its launch. Return for 2024 was 11.6% , 2023 was 17.9% and 2022 was 11.9% .

Below is the key information for ICICI Prudential Banking and Financial Services Fund

ICICI Prudential Banking and Financial Services Fund Growth
Launch Date	22 Aug 08
NAV (23 Apr 25)	₹129.8 ↓ -0.36 (-0.28 %)
Net Assets (Cr)	₹9,008 on 31 Mar 25
Category	Equity - Sectoral
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	1.98
Sharpe Ratio	0.59
Information Ratio	0.07
Alpha Ratio	-4.45
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-1 Years (1%),1 Years and above(NIL)
Sub Cat.	Sectoral

Growth of 10,000 investment over the years.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹17,701
31 Mar 22	₹19,901
31 Mar 23	₹21,205
31 Mar 24	₹26,444
31 Mar 25	₹30,205

ICICI Prudential Banking and Financial Services Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹556,833.
Net Profit of ₹256,833 Invest Now

Returns for ICICI Prudential Banking and Financial Services 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 Dec 21

Duration	Returns
1 Month	7.3%
3 Month	11.6%
6 Month	5.2%
1 Year	18.5%
3 Year	16.8%
5 Year	24.3%
10 Year
15 Year
Since launch	16.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	11.6%
2023	17.9%
2022	11.9%
2021	23.5%
2020	-5.5%
2019	14.5%
2018	-0.4%
2017	45.1%
2016	21.1%
2015	-7.2%

Fund Manager information for ICICI Prudential Banking and Financial Services Fund

Name	Since	Tenure
Roshan Chutkey	29 Jan 18	7.09 Yr.
Sharmila D’mello	30 Jun 22	2.67 Yr.

Data below for ICICI Prudential Banking and Financial Services Fund as on 31 Mar 25

Equity Sector Allocation

Sector	Value
Financial Services	92.1%
Industrials	0.18%
Technology	0.07%

Asset Allocation

Asset Class	Value
Cash	7.65%
Equity	92.35%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 08 \| HDFCBANK	21%	₹1,887 Cr	10,891,127
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 08 \| ICICIBANK	18%	₹1,619 Cr	13,445,003
Axis Bank Ltd (Financial Services) Equity, Since 28 Feb 19 \| 532215	8%	₹730 Cr	7,188,596 ↑ 173,125
State Bank of India (Financial Services) Equity, Since 31 Oct 08 \| SBIN	6%	₹568 Cr	8,244,914 ↑ 1,706,850
SBI Life Insurance Co Ltd (Financial Services) Equity, Since 30 Sep 17 \| SBILIFE	5%	₹477 Cr	3,332,802 ↑ 255,647
IndusInd Bank Ltd (Financial Services) Equity, Since 30 Apr 24 \| INDUSINDBK	5%	₹433 Cr	4,371,007
HDFC Life Insurance Co Ltd (Financial Services) Equity, Since 30 Sep 23 \| HDFCLIFE	4%	₹330 Cr	5,423,546 ↑ 984,400
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Jan 23 \| KOTAKBANK	3%	₹284 Cr	1,491,184 ↓ -480,000
ICICI Lombard General Insurance Co Ltd (Financial Services) Equity, Since 30 Sep 19 \| ICICIGI	3%	₹236 Cr	1,396,761 ↑ 311,863
Max Financial Services Ltd (Financial Services) Equity, Since 31 Aug 19 \| 500271	2%	₹169 Cr	1,697,397 ↑ 34,116

4. 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 17.4% since its launch. Ranked 5 in Multi Cap category. Return for 2024 was 45.7% , 2023 was 31% and 2022 was -3% .

Below is the key information for Motilal Oswal Multicap 35 Fund

Motilal Oswal Multicap 35 Fund Growth
Launch Date	28 Apr 14
NAV (23 Apr 25)	₹58.1072 ↑ 0.96 (1.68 %)
Net Assets (Cr)	₹12,267 on 31 Mar 25
Category	Equity - Multi Cap
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	0.94
Sharpe Ratio	0.56
Information Ratio	0.79
Alpha Ratio	11.84
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)
Sub Cat.	Multi Cap

Growth of 10,000 investment over the years.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹16,169
31 Mar 22	₹16,552
31 Mar 23	₹16,009
31 Mar 24	₹24,719
31 Mar 25	₹29,279

Motilal Oswal Multicap 35 Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691 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 31 Dec 21

Duration	Returns
1 Month	2.9%
3 Month	1.3%
6 Month	-5.2%
1 Year	16.8%
3 Year	21.5%
5 Year	22.7%
10 Year
15 Year
Since launch	17.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	45.7%
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%

Fund Manager information for Motilal Oswal Multicap 35 Fund

Name	Since	Tenure
Ajay Khandelwal	1 Oct 24	0.41 Yr.
Niket Shah	1 Jul 22	2.67 Yr.
Rakesh Shetty	22 Nov 22	2.27 Yr.
Atul Mehra	1 Oct 24	0.41 Yr.
Sunil Sawant	1 Jul 24	0.67 Yr.

Data below for Motilal Oswal Multicap 35 Fund as on 31 Mar 25

Equity Sector Allocation

Sector	Value
Technology	20.44%
Industrials	18.3%
Consumer Cyclical	17.23%
Financial Services	9.73%
Communication Services	9.21%
Health Care	1.75%

Asset Allocation

Asset Class	Value
Cash	23.82%
Equity	76.18%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Coforge Ltd (Technology) Equity, Since 31 May 23 \| COFORGE	10%	₹1,104 Cr	1,500,000 ↑ 137,475
Polycab India Ltd (Industrials) Equity, Since 31 Jan 24 \| POLYCAB	8%	₹845 Cr	1,793,750 ↑ 6,917
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 30 Sep 23 \| KALYANKJIL	7%	₹809 Cr	17,500,000 ↑ 250,000
Persistent Systems Ltd (Technology) Equity, Since 31 Mar 23 \| PERSISTENT	7%	₹782 Cr	1,475,000 ↓ -321,350
Trent Ltd (Consumer Cyclical) Equity, Since 31 Jan 23 \| 500251	7%	₹728 Cr	1,500,000 ↓ -335,546
Cholamandalam Investment and Finance Co Ltd (Financial Services) Equity, Since 31 Mar 23 \| CHOLAFIN	6%	₹630 Cr	4,500,000
CG Power & Industrial Solutions Ltd (Industrials) Equity, Since 31 Jan 25 \| 500093	5%	₹601 Cr	10,500,000 ↑ 4,000,000
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services) Equity, Since 30 Apr 24 \| 890157	5%	₹558 Cr	5,000,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 24 \| BHARTIARTL	4%	₹471 Cr	3,000,000
PG Electroplast Ltd (Technology) Equity, Since 31 Dec 24 \| PGEL	4%	₹397 Cr	5,000,000

5. DSP BlackRock Equity Opportunities Fund

(Erstwhile DSP BlackRock Opportunities Fund)

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

DSP BlackRock Equity Opportunities Fund is a Equity - Large & Mid Cap fund was launched on 16 May 00. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 17.9% since its launch. Ranked 4 in Large & Mid Cap category. Return for 2024 was 23.9% , 2023 was 32.5% and 2022 was 4.4% .

Below is the key information for DSP BlackRock Equity Opportunities Fund

DSP BlackRock Equity Opportunities Fund Growth
Launch Date	16 May 00
NAV (23 Apr 25)	₹602.289 ↑ 3.62 (0.60 %)
Net Assets (Cr)	₹13,784 on 31 Mar 25
Category	Equity - Large & Mid Cap
AMC	DSP BlackRock Invmt Managers Pvt. Ltd.
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.88
Sharpe Ratio	0.53
Information Ratio	0.84
Alpha Ratio	7.88
Min Investment	1,000
Min SIP Investment	500
Exit Load	0-12 Months (1%),12 Months and above(NIL)
Sub Cat.	Large & Mid Cap

Growth of 10,000 investment over the years.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹17,497
31 Mar 22	₹20,305
31 Mar 23	₹20,911
31 Mar 24	₹29,746
31 Mar 25	₹34,500

DSP BlackRock Equity Opportunities Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹584,107.
Net Profit of ₹284,107 Invest Now

Returns for DSP BlackRock Equity Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21

Duration	Returns
1 Month	4.2%
3 Month	4.6%
6 Month	-1.3%
1 Year	15.6%
3 Year	20.6%
5 Year	26.7%
10 Year
15 Year
Since launch	17.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	23.9%
2023	32.5%
2022	4.4%
2021	31.2%
2020	14.2%
2019	11.4%
2018	-9.2%
2017	40.1%
2016	11.2%
2015	6.1%

Fund Manager information for DSP BlackRock Equity Opportunities Fund

Name	Since	Tenure
Rohit Singhania	1 Jun 15	9.76 Yr.

Data below for DSP BlackRock Equity Opportunities Fund as on 31 Mar 25

Equity Sector Allocation

Sector	Value
Financial Services	32.34%
Health Care	10.95%
Basic Materials	10.94%
Consumer Cyclical	10.36%
Industrials	6.42%
Technology	6.32%
Energy	5.64%
Utility	4.3%
Consumer Defensive	4.15%
Communication Services	3.31%
Real Estate	1.14%

Asset Allocation

Asset Class	Value
Cash	4.12%
Equity	95.88%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 08 \| HDFCBANK	5%	₹632 Cr	3,647,782
Axis Bank Ltd (Financial Services) Equity, Since 30 Sep 20 \| 532215	5%	₹582 Cr	5,730,393 ↑ 457,702
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 16 \| ICICIBANK	5%	₹580 Cr	4,818,712 ↓ -268,542
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Oct 22 \| KOTAKBANK	3%	₹413 Cr	2,168,587
State Bank of India (Financial Services) Equity, Since 30 Jun 20 \| SBIN	3%	₹369 Cr	5,356,659
Cipla Ltd (Healthcare) Equity, Since 30 Apr 23 \| 500087	2%	₹270 Cr	1,919,149
Ipca Laboratories Ltd (Healthcare) Equity, Since 30 Sep 18 \| 524494	2%	₹258 Cr	1,901,164
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Jun 24 \| LT	2%	₹257 Cr	813,304
Hindustan Petroleum Corp Ltd (Energy) Equity, Since 30 Jun 22 \| HINDPETRO	2%	₹252 Cr	8,565,183 ↑ 724,941
Tata Motors Ltd (Consumer Cyclical) Equity, Since 30 Nov 22 \| TATAMOTORS	2%	₹237 Cr	3,814,004 ↑ 765,913

6. Aditya Birla Sun Life Banking And Financial Services Fund

The primary investment objective of the Scheme 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 banking and financial services. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved.

Aditya Birla Sun Life Banking And Financial Services Fund is a Equity - Sectoral fund was launched on 14 Dec 13. It is a fund with High risk and has given a CAGR/Annualized return of 17% since its launch. Ranked 3 in Sectoral category. Return for 2024 was 8.7% , 2023 was 21.7% and 2022 was 11.5% .

Below is the key information for Aditya Birla Sun Life Banking And Financial Services Fund

Aditya Birla Sun Life Banking And Financial Services Fund Growth
Launch Date	14 Dec 13
NAV (23 Apr 25)	₹59.75 ↓ -0.02 (-0.03 %)
Net Assets (Cr)	₹3,248 on 31 Mar 25
Category	Equity - Sectoral
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	1.99
Sharpe Ratio	0.33
Information Ratio	0.03
Alpha Ratio	-9.7
Min Investment	1,000
Min SIP Investment	1,000
Exit Load	0-365 Days (1%),365 Days and above(NIL)
Sub Cat.	Sectoral

Growth of 10,000 investment over the years.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹17,760
31 Mar 22	₹19,860
31 Mar 23	₹20,711
31 Mar 24	₹27,001
31 Mar 25	₹30,038

Aditya Birla Sun Life Banking And Financial Services Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326 Invest Now

Returns for Aditya Birla Sun Life Banking And Financial Services 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 Dec 21

Duration	Returns
1 Month	8.4%
3 Month	14.2%
6 Month	6.1%
1 Year	15%
3 Year	17.4%
5 Year	25.3%
10 Year
15 Year
Since launch	17%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	8.7%
2023	21.7%
2022	11.5%
2021	16.8%
2020	1.1%
2019	14.9%
2018	-2.4%
2017	47.6%
2016	15.7%
2015	-0.5%

Fund Manager information for Aditya Birla Sun Life Banking And Financial Services Fund

Name	Since	Tenure
Dhaval Gala	26 Aug 15	9.52 Yr.
Dhaval Joshi	21 Nov 22	2.28 Yr.

Data below for Aditya Birla Sun Life Banking And Financial Services Fund as on 31 Mar 25

Equity Sector Allocation

Sector	Value
Financial Services	97.02%
Technology	1.09%

Asset Allocation

Asset Class	Value
Cash	1.89%
Equity	98.11%
Other	0%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Dec 13 \| ICICIBANK	20%	₹601 Cr	4,993,129
HDFC Bank Ltd (Financial Services) Equity, Since 31 Dec 13 \| HDFCBANK	19%	₹578 Cr	3,336,948
Bajaj Finance Ltd (Financial Services) Equity, Since 30 Sep 16 \| 500034	7%	₹199 Cr	233,725
Axis Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| 532215	7%	₹196 Cr	1,927,100
State Bank of India (Financial Services) Equity, Since 31 Oct 17 \| SBIN	5%	₹162 Cr	2,351,492
Cholamandalam Financial Holdings Ltd (Financial Services) Equity, Since 31 Jan 20 \| CHOLAHLDNG	4%	₹110 Cr	667,972
Shriram Finance Ltd (Financial Services) Equity, Since 30 Jun 23 \| SHRIRAMFIN	3%	₹97 Cr	1,577,700
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Jan 19 \| KOTAKBANK	3%	₹89 Cr	469,972
AU Small Finance Bank Ltd (Financial Services) Equity, Since 30 Nov 23 \| 540611	2%	₹74 Cr	1,308,861
Repco Home Finance Ltd (Financial Services) Equity, Since 31 Dec 13 \| 535322	2%	₹58 Cr	1,751,838 ↓ -180,986

7. Sundaram Rural and Consumption Fund

(Erstwhile Sundaram Rural India Fund)

The primary investment objective of the scheme is to generate consistent long-term returns by investing predominantly in equity & equity related instruments of companies that are focusing on Rural India.

Sundaram Rural and Consumption Fund is a Equity - Sectoral fund was launched on 12 May 06. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.7% since its launch. Ranked 2 in Sectoral category. Return for 2024 was 20.1% , 2023 was 30.2% and 2022 was 9.3% .

Below is the key information for Sundaram Rural and Consumption Fund

Sundaram Rural and Consumption Fund Growth
Launch Date	12 May 06
NAV (23 Apr 25)	₹95.7364 ↑ 0.91 (0.96 %)
Net Assets (Cr)	₹1,445 on 31 Mar 25
Category	Equity - Sectoral
AMC	Sundaram Asset Management Company Ltd
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	2.23
Sharpe Ratio	0.2
Information Ratio	-0.12
Alpha Ratio	2.24
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-12 Months (1%),12 Months and above(NIL)
Sub Cat.	Sectoral

Growth of 10,000 investment over the years.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹15,527
31 Mar 22	₹17,531
31 Mar 23	₹18,574
31 Mar 24	₹25,538
31 Mar 25	₹27,904

Sundaram Rural and Consumption Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691 Invest Now

Returns for Sundaram Rural and Consumption 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 Dec 21

Duration	Returns
1 Month	7.1%
3 Month	3.2%
6 Month	-3%
1 Year	15%
3 Year	18.9%
5 Year	22.6%
10 Year
15 Year
Since launch	12.7%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	20.1%
2023	30.2%
2022	9.3%
2021	19.3%
2020	13.5%
2019	2.7%
2018	-7.8%
2017	38.7%
2016	21.1%
2015	6.3%

Fund Manager information for Sundaram Rural and Consumption Fund

Name	Since	Tenure
Ratish Varier	1 Jan 22	3.16 Yr.

Data below for Sundaram Rural and Consumption Fund as on 31 Mar 25

Equity Sector Allocation

Sector	Value
Consumer Cyclical	41.18%
Consumer Defensive	30.28%
Communication Services	12.72%
Financial Services	2.87%
Health Care	2.71%
Basic Materials	1.5%
Real Estate	1.44%

Asset Allocation

Asset Class	Value
Cash	7.29%
Equity	92.71%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Bharti Airtel Ltd (Communication Services) Equity, Since 31 Oct 22 \| BHARTIARTL	11%	₹148 Cr	939,519
ITC Ltd (Consumer Defensive) Equity, Since 31 Jul 13 \| ITC	8%	₹118 Cr	2,991,251
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Apr 22 \| M&M	7%	₹100 Cr	385,492 ↑ 35,000
Hindustan Unilever Ltd (Consumer Defensive) Equity, Since 30 Apr 16 \| HINDUNILVR	5%	₹77 Cr	350,212
Titan Co Ltd (Consumer Cyclical) Equity, Since 29 Feb 20 \| TITAN	5%	₹72 Cr	235,289 ↓ -67,974
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 31 Jul 12 \| MARUTI	5%	₹70 Cr	58,511 ↓ -8,795
Zomato Ltd (Consumer Cyclical) Equity, Since 31 May 24 \| 543320	5%	₹67 Cr	3,000,962
United Spirits Ltd (Consumer Defensive) Equity, Since 31 Dec 18 \| UNITDSPR	4%	₹58 Cr	453,496
Safari Industries (India) Ltd (Consumer Cyclical) Equity, Since 28 Feb 22 \| 523025	4%	₹52 Cr	245,560
Trent Ltd (Consumer Cyclical) Equity, Since 29 Feb 24 \| 500251	3%	₹42 Cr	86,291

8. SBI Magnum Children's Benefit Plan

To provide attractive returns to the Magnum holders / Unit holders by means of capital appreciation through an actively managed portfolio of debt, equity and money market instruments. Income generated through the receipt of coupon payments, the amortization of the discount on the debt instruments, receipt of dividends or purchase and sale of securities in the underlying portfolio, will be reinvested.

SBI Magnum Children's Benefit Plan is a Solutions - Childrens Fund fund was launched on 21 Feb 02. It is a fund with Moderately High risk and has given a CAGR/Annualized return of since its launch. Ranked 1 in Childrens Fund category. Return for 2024 was 17.4% , 2023 was 16.9% and 2022 was 1.9% .

Below is the key information for SBI Magnum Children's Benefit Plan

SBI Magnum Children's Benefit Plan Growth
Launch Date	21 Feb 02
NAV (23 Apr 25)	₹108.424 ↑ 0.05 (0.05 %)
Net Assets (Cr)	₹123 on 31 Mar 25
Category	Solutions - Childrens Fund
AMC	SBI Funds Management Private Limited
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.2
Sharpe Ratio	1.06
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (3%),1-2 Years (2%),2-3 Years (1%),3 Years and above(NIL)
Sub Cat.	Childrens Fund

Growth of 10,000 investment over the years.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹12,590
31 Mar 22	₹14,563
31 Mar 23	₹14,976
31 Mar 24	₹17,850
31 Mar 25	₹20,283

SBI Magnum Children's Benefit Plan SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹436,710.
Net Profit of ₹136,710 Invest Now

Purchase not allowed

Returns for SBI Magnum Children's Benefit Plan

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21

Duration	Returns
1 Month	2.6%
3 Month	2.7%
6 Month	2.3%
1 Year	14%
3 Year	12.4%
5 Year	14.8%
10 Year
15 Year
Since launch

Historical performance (Yearly) on absolute basis

Year	Returns
2024	17.4%
2023	16.9%
2022	1.9%
2021	18.3%
2020	14.8%
2019	2.6%
2018	0.1%
2017	24.3%
2016	16.1%
2015	7%

Fund Manager information for SBI Magnum Children's Benefit Plan

Name	Since	Tenure
R. Srinivasan	13 Jan 21	4.13 Yr.
Rajeev Radhakrishnan	9 Jun 08	16.74 Yr.

Data below for SBI Magnum Children's Benefit Plan as on 31 Mar 25

Asset Allocation

Asset Class	Value
Cash	18.41%
Equity	19.93%
Debt	61.65%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
7.38% State Government Of Uttar Pradesh 2036 Sovereign Bonds \| -	13%	₹15 Cr	1,500,000
7.18% Govt Stock 2033 Sovereign Bonds \| -	9%	₹10 Cr	1,000,000
6.79% Government Of India (07/10/2034) Sovereign Bonds \| -	8%	₹10 Cr	1,000,000
Sundaram Finance Limited Debentures \| -	4%	₹5 Cr	500
Rajasthan (Government of ) 7.49% - \| -	4%	₹5 Cr	500,000
Nexus Select Trust Debentures \| -	4%	₹5 Cr	500
Mahindra & Mahindra Financial Services Ltd Debentures \| -	4%	₹5 Cr	500
Gs CG 16/12/2026 - (Strips) Tb Sovereign Bonds \| -	3%	₹3 Cr	375,000
Muthoot Finance Limited Debentures \| -	3%	₹3 Cr	300
Avanse Financial Services Ltd. Debentures \| -	2%	₹3 Cr	300

9. Aditya Birla Sun Life Regular Savings Fund

(Erstwhile Aditya Birla Sun Life MIP II - Wealth 25 Plan)

An Open-ended income scheme with the objective to generate regular income so as to make monthly payment or distribution to unit holders with the secondary objective being growth of capital. Monthly Income is not assured and is subject to availability of distributable surplus.

Aditya Birla Sun Life Regular Savings Fund is a Hybrid - Hybrid Debt fund was launched on 22 May 04. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 9.4% since its launch. Ranked 4 in Hybrid Debt category. Return for 2024 was 10.5% , 2023 was 9.6% and 2022 was 5.3% .

Below is the key information for Aditya Birla Sun Life Regular Savings Fund

Aditya Birla Sun Life Regular Savings Fund Growth
Launch Date	22 May 04
NAV (23 Apr 25)	₹65.6325 ↑ 0.15 (0.22 %)
Net Assets (Cr)	₹1,377 on 31 Mar 25
Category	Hybrid - Hybrid Debt
AMC	Birla Sun Life Asset Management Co Ltd
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.89
Sharpe Ratio	0.67
Information Ratio	-0.12
Alpha Ratio	0.91
Min Investment	1,000
Min SIP Investment	500
Exit Load	0-365 Days (1%),365 Days and above(NIL)
Sub Cat.	Hybrid Debt

Growth of 10,000 investment over the years.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹12,856
31 Mar 22	₹14,310
31 Mar 23	₹14,672
31 Mar 24	₹16,387
31 Mar 25	₹17,944

Aditya Birla Sun Life Regular Savings Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684 Invest Now

Returns for Aditya Birla Sun Life Regular Savings 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 Dec 21

Duration	Returns
1 Month	2.6%
3 Month	3.7%
6 Month	3.4%
1 Year	11%
3 Year	8.6%
5 Year	12.3%
10 Year
15 Year
Since launch	9.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	10.5%
2023	9.6%
2022	5.3%
2021	13.4%
2020	9.2%
2019	5.8%
2018	-2.2%
2017	15.5%
2016	13.1%
2015	5.4%

Fund Manager information for Aditya Birla Sun Life Regular Savings Fund

Name	Since	Tenure
Mohit Sharma	31 Oct 24	0.33 Yr.
Harshil Suvarnkar	22 Mar 21	3.95 Yr.

Data below for Aditya Birla Sun Life Regular Savings Fund as on 31 Mar 25

Asset Allocation

Asset Class	Value
Cash	2.87%
Equity	23.86%
Debt	72.93%
Other	0.34%

Equity Sector Allocation

Sector	Value
Financial Services	8.15%
Technology	3.07%
Energy	2.02%
Basic Materials	1.93%
Industrials	1.81%
Consumer Cyclical	1.69%
Health Care	1.61%
Real Estate	1.27%
Communication Services	1.07%
Consumer Defensive	0.92%
Utility	0.32%

Debt Sector Allocation

Sector	Value
Corporate	44.02%
Government	28.91%
Cash Equivalent	2.87%

Credit Quality

Rating	Value
AA	15.13%
AAA	84.87%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Cholamandalam Investment And Fin. Co. Ltd Debentures \| -	4%	₹60 Cr	6,000
07.49 Tn SDL 2034 Sovereign Bonds \| -	2%	₹31 Cr	3,000,000
Bajaj Housing Finance Limited Debentures \| -	2%	₹30 Cr	300
LIC Housing Finance Limited Debentures \| -	2%	₹30 Cr	3,000
Nuvama Wealth Finance Ltd Debentures \| -	2%	₹30 Cr	3,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 18 \| ICICIBANK	2%	₹29 Cr	232,335
HDFC Bank Ltd (Financial Services) Equity, Since 30 Sep 17 \| HDFCBANK	2%	₹29 Cr	169,353
Rural Electrification Corporation Limited Debentures \| -	2%	₹26 Cr	250
Bharti Telecom Limited Debentures \| -	2%	₹25 Cr	2,500
Tata Capital Housing Finance Limited Debentures \| -	2%	₹25 Cr	2,500

10. Tata Retirement Savings Fund-Moderate

To provide a financial planning tool for long term financial security for investors based on their retirement planning goals. However, there can be no assurance that the investment objective of the fund will be realized, as actual market movements may be at variance with anticipated trends.

Tata Retirement Savings Fund-Moderate is a Solutions - Retirement Fund fund was launched on 1 Nov 11. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 14.5% since its launch. Ranked 2 in Retirement Fund category. Return for 2024 was 19.5% , 2023 was 25.3% and 2022 was -1.9% .

Below is the key information for Tata Retirement Savings Fund-Moderate

Tata Retirement Savings Fund-Moderate Growth
Launch Date	1 Nov 11
NAV (23 Apr 25)	₹61.8383 ↑ 0.24 (0.40 %)
Net Assets (Cr)	₹2,008 on 31 Mar 25
Category	Solutions - Retirement Fund
AMC	Tata Asset Management Limited
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	0
Sharpe Ratio	0.19
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	150
Exit Load	0-60 Years (1%),60 Years and above(NIL)
Sub Cat.	Retirement Fund

Growth of 10,000 investment over the years.

Date	Value
31 Mar 20	₹10,000
31 Mar 21	₹14,768
31 Mar 22	₹16,480
31 Mar 23	₹16,466
31 Mar 24	₹21,518
31 Mar 25	₹23,417

Tata Retirement Savings Fund-Moderate SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 Invest Now

Returns for Tata Retirement Savings Fund-Moderate

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 31 Dec 21

Duration	Returns
1 Month	4.9%
3 Month	0.7%
6 Month	-2.4%
1 Year	11%
3 Year	14.1%
5 Year	17.9%
10 Year
15 Year
Since launch	14.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	19.5%
2023	25.3%
2022	-1.9%
2021	20.5%
2020	15.1%
2019	8.6%
2018	-3.6%
2017	38.8%
2016	6.7%
2015	7.7%

Fund Manager information for Tata Retirement Savings Fund-Moderate

Name	Since	Tenure
Murthy Nagarajan	1 Apr 17	7.92 Yr.
Sonam Udasi	1 Apr 16	8.92 Yr.

Data below for Tata Retirement Savings Fund-Moderate as on 31 Mar 25

Asset Allocation

Asset Class	Value
Cash	11.03%
Equity	74.04%
Debt	14.94%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
6.79% Government Of India (07/10/2034) Sovereign Bonds \| -	7%	₹126 Cr	12,500,000 ↑ 12,500,000
HDFC Bank Ltd (Financial Services) Equity, Since 30 Nov 11 \| HDFCBANK	6%	₹119 Cr	687,500
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Aug 20 \| TCS	4%	₹74 Cr	211,500
ITC Ltd (Consumer Defensive) Equity, Since 30 Apr 18 \| ITC	3%	₹64 Cr	1,613,000
Radico Khaitan Ltd (Consumer Defensive) Equity, Since 30 Nov 17 \| RADICO	3%	₹55 Cr	266,500
Zomato Ltd (Consumer Cyclical) Equity, Since 31 Mar 24 \| 543320	3%	₹54 Cr	2,412,000 ↑ 45,000
BSE Ltd (Financial Services) Equity, Since 31 May 24 \| BSE	3%	₹50 Cr	108,000
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 18 \| RELIANCE	3%	₹50 Cr	414,000
Solar Industries India Ltd (Basic Materials) Equity, Since 31 Oct 22 \| SOLARINDS	3%	₹48 Cr	54,855 ↑ 315
Mahanagar Gas Ltd (Utilities) Equity, Since 29 Feb 24 \| MGL	2%	₹39 Cr	315,000

सर्वोत्तम कामगिरी करणारा म्युच्युअल फंड कसा निवडावा?

स्वतःहून चांगला फंड शोधण्याचा सर्वोत्तम मार्ग म्हणजे त्याचे गुणात्मक आणि परिमाणात्मक दोन्ही उपाय पाहणे-

निधी कामगिरी

गुंतवणूकदारांनी ठराविक कालावधीसाठी निधीच्या कामगिरीचे योग्य मूल्यांकन केले पाहिजे. 4-5 वर्षांहून अधिक काळ सातत्याने त्याच्या बेंचमार्कला मागे टाकणारा फंड निवडण्याचा सल्ला दिला जातो.

एयूएम

AUM ही मालमत्ता व्यवस्थापनाखाली आहे. एखाद्याने नेहमी खूप मोठा किंवा खूप लहान नसलेल्या फंडासाठी जावे. फंडाच्या आकारामध्ये कोणतीही परिपूर्ण व्याख्या आणि संबंध नसताना, असे म्हटले जाते की खूप लहान आणि खूप मोठे दोन्ही, फंडाच्या कामगिरीमध्ये अडथळा आणू शकतात.

निधी व्यवस्थापक

आपल्या करिअरमध्ये सातत्य राखणाऱ्या फंड मॅनेजरकडे जाण्याचा सल्ला दिला जातो. फंडाच्या पोर्टफोलिओसाठी गुंतवणुकीचे निर्णय घेण्यासाठी फंड मॅनेजर जबाबदार असतो म्हणून अनुभवी फंड मॅनेजरद्वारे व्यवस्थापित केलेल्या फंडाचा विचार करणे महत्त्वाचे ठरते.

फंड हाऊसची प्रतिष्ठा

फंड हाउसची गुणवत्ता आणि प्रतिष्ठा नेहमी पाहणे महत्त्वाचे आहे. मजबूत-सातत्यपूर्ण ट्रॅक रेकॉर्ड, स्टार्ट फंड्स/चांगली कामगिरी करणारे फंड इत्यादी असलेले फंड हाऊस, ज्यामध्ये गुंतवणूक करावी लागते.

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