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 January 19, 2025 , 42608 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 (%)	2023 (%)
Principal Emerging Bluechip Fund Growth	₹183.316 ↑ 2.03	₹3,124	2.9	13.6	38.9	21.9	19.2
Motilal Oswal Multicap 35 Fund Growth	₹56.7857 ↓ -2.05	₹13,162	-7.3	1.6	24.7	18	16.1	45.7
IDFC Infrastructure Fund Growth	₹48.516 ↓ -1.02	₹1,791	-9.2	-11.8	23.7	24.8	27	39.3
DSP BlackRock US Flexible Equity Fund Growth	₹59.4597 ↑ 0.57	₹867	6.1	7	23.6	12.2	15.9	17.8
Invesco India Growth Opportunities Fund Growth	₹88.2 ↓ -2.54	₹6,712	-7	-0.3	23	18.3	19	37.5
Franklin Asian Equity Fund Growth	₹28.4543 ↑ 0.18	₹250	-4.3	2.4	21	-1.5	2.2	14.4
DSP BlackRock Equity Opportunities Fund Growth	₹574.828 ↓ -7.94	₹13,983	-7.3	-4.9	17.6	17.5	19.1	23.9
Franklin Build India Fund Growth	₹131.164 ↓ -2.95	₹2,784	-8.8	-7.6	16.4	25.4	25.3	27.8
Tata Retirement Savings Fund - Progressive Growth	₹62.7224 ↓ -1.42	₹2,122	-5.5	-2.1	15.8	13.1	14.7	21.7
ICICI Prudential Nifty Next 50 Index Fund Growth	₹55.6167 ↓ -1.49	₹6,894	-13.7	-11.4	15.7	14.5	17	27.2
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 Dec 19	₹10,000
31 Dec 20	₹12,230

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
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014

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. 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 17.6% 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 (21 Jan 25)	₹56.7857 ↓ -2.05 (-3.49 %)
Net Assets (Cr)	₹13,162 on 31 Dec 24
Category	Equity - Multi Cap
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	0.94
Sharpe Ratio	2.41
Information Ratio	0.92
Alpha Ratio	22.94
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 Dec 19	₹10,000
31 Dec 20	₹11,030
31 Dec 21	₹12,718
31 Dec 22	₹12,339
31 Dec 23	₹16,163
31 Dec 24	₹23,548

Motilal Oswal Multicap 35 Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689 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	-9.5%
3 Month	-7.3%
6 Month	1.6%
1 Year	24.7%
3 Year	18%
5 Year	16.1%
10 Year
15 Year
Since launch	17.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	45.7%
2022	31%
2021	-3%
2020	15.3%
2019	10.3%
2018	7.9%
2017	-7.8%
2016	43.1%
2015	8.5%
2014	14.6%

Fund Manager information for Motilal Oswal Multicap 35 Fund

Name	Since	Tenure
Ajay Khandelwal	1 Oct 24	0.25 Yr.
Niket Shah	1 Jul 22	2.51 Yr.
Santosh Singh	1 Aug 23	1.42 Yr.
Rakesh Shetty	22 Nov 22	2.11 Yr.
Atul Mehra	1 Oct 24	0.25 Yr.
Sunil Sawant	1 Jul 24	0.5 Yr.

Data below for Motilal Oswal Multicap 35 Fund as on 31 Dec 24

Equity Sector Allocation

Sector	Value
Consumer Cyclical	36.65%
Technology	19.23%
Industrials	16.8%
Financial Services	15.46%
Communication Services	8.7%
Health Care	1.56%

Asset Allocation

Asset Class	Value
Cash	1.6%
Equity	98.4%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Polycab India Ltd (Industrials) Equity, Since 31 Jan 24 \| POLYCAB	10%	₹1,314 Cr	1,800,000
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 30 Sep 23 \| KALYANKJIL	10%	₹1,250 Cr	17,250,000 ↓ -250,000
Coforge Ltd (Technology) Equity, Since 31 May 23 \| COFORGE	10%	₹1,242 Cr	1,430,000 ↑ 30,000
Trent Ltd (Consumer Cyclical) Equity, Since 31 Jan 23 \| TRENT	10%	₹1,226 Cr	1,803,916 ↑ 178,916
Persistent Systems Ltd (Technology) Equity, Since 31 Mar 23 \| PERSISTENT	9%	₹1,181 Cr	2,000,000 ↑ 50,000
Zomato Ltd (Consumer Cyclical) Equity, Since 30 Apr 23 \| 543320	9%	₹1,119 Cr	40,000,000 ↑ 13,821,974
Jio Financial Services Ltd (Financial Services) Equity, Since 31 Jul 23 \| JIOFIN	8%	₹1,067 Cr	32,500,000 ↓ -2,500,000
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 Oct 24 \| M&M	8%	₹1,023 Cr	3,450,000 ↑ 850,000
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services) Equity, Since 30 Apr 24 \| 890157	5%	₹608 Cr	5,000,000
Cholamandalam Investment and Finance Co Ltd (Financial Services) Equity, Since 31 Mar 23 \| CHOLAFIN	4%	₹555 Cr	4,500,000

3. IDFC Infrastructure Fund

The investment objective of the scheme is to seek to generate long-term capital growth through an active diversified portfolio of predominantly equity and equity related instruments of companies that are participating in and benefiting from growth in Indian infrastructure and infrastructural related activities. However, there can be no assurance that the investment objective of the scheme will be realized.

IDFC Infrastructure Fund is a Equity - Sectoral fund was launched on 8 Mar 11. It is a fund with High risk and has given a CAGR/Annualized return of 12.1% since its launch. Ranked 1 in Sectoral category. Return for 2024 was 39.3% , 2023 was 50.3% and 2022 was 1.7% .

Below is the key information for IDFC Infrastructure Fund

IDFC Infrastructure Fund Growth
Launch Date	8 Mar 11
NAV (21 Jan 25)	₹48.516 ↓ -1.02 (-2.05 %)
Net Assets (Cr)	₹1,791 on 31 Dec 24
Category	Equity - Sectoral
AMC	IDFC Asset Management Company Limited
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	2.33
Sharpe Ratio	1.59
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)
Sub Cat.	Sectoral

Growth of 10,000 investment over the years.

Date	Value
31 Dec 19	₹10,000
31 Dec 20	₹10,626
31 Dec 21	₹17,516
31 Dec 22	₹17,808
31 Dec 23	₹26,766
31 Dec 24	₹37,291

IDFC Infrastructure Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹598,181.
Net Profit of ₹298,181 Invest Now

Returns for IDFC Infrastructure Fund

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

Duration	Returns
1 Month	-5.8%
3 Month	-9.2%
6 Month	-11.8%
1 Year	23.7%
3 Year	24.8%
5 Year	27%
10 Year
15 Year
Since launch	12.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	39.3%
2022	50.3%
2021	1.7%
2020	64.8%
2019	6.3%
2018	-5.3%
2017	-25.9%
2016	58.7%
2015	10.7%
2014	-0.2%

Fund Manager information for IDFC Infrastructure Fund

Name	Since	Tenure
Vishal Biraia	24 Jan 24	0.94 Yr.
Ritika Behera	7 Oct 23	1.24 Yr.
Gaurav Satra	7 Jun 24	0.57 Yr.

Data below for IDFC Infrastructure Fund as on 31 Dec 24

Equity Sector Allocation

Sector	Value
Industrials	58.52%
Utility	10.07%
Basic Materials	8.67%
Communication Services	4.01%
Technology	3.81%
Financial Services	3.27%
Energy	3.25%
Consumer Cyclical	2.7%
Health Care	1.65%

Asset Allocation

Asset Class	Value
Cash	2.61%
Equity	97.39%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Kirloskar Brothers Ltd (Industrials) Equity, Since 31 Dec 17 \| KIRLOSBROS	6%	₹101 Cr	443,385
GPT Infraprojects Ltd (Industrials) Equity, Since 30 Nov 17 \| GPTINFRA	4%	₹71 Cr	4,797,143
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 12 \| LT	4%	₹64 Cr	171,447
Reliance Industries Ltd (Energy) Equity, Since 30 Jun 24 \| RELIANCE	3%	₹58 Cr	452,706
PTC India Financial Services Ltd (Financial Services) Equity, Since 31 Dec 23 \| PFS	3%	₹54 Cr	12,400,122
UltraTech Cement Ltd (Basic Materials) Equity, Since 31 Mar 14 \| ULTRACEMCO	3%	₹53 Cr	46,976 ↑ 8,011
Adani Ports & Special Economic Zone Ltd (Industrials) Equity, Since 31 Dec 23 \| ADANIPORTS	3%	₹52 Cr	434,979
KEC International Ltd (Industrials) Equity, Since 30 Jun 24 \| KEC	3%	₹50 Cr	475,362
Ahluwalia Contracts (India) Ltd (Industrials) Equity, Since 30 Apr 15 \| AHLUCONT	3%	₹47 Cr	470,125
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 19 \| BHARTIARTL	3%	₹47 Cr	289,163

4. DSP BlackRock US Flexible Equity Fund

The primary investment objective of the Scheme is to seek capital appreciation by investing predominantly in units of BGF – USFEF. The Scheme may, at the discretion of the Investment Manager also invest in the units of other similar overseas mutual fund schemes, which may constitute a significant part of its corpus. The Scheme may also invest a certain portion of its corpus in money market securities and/or money market/liquid schemes of DSP BlackRock Mutual Fund, in order to meet liquidity requirements from time to time. However, there is no assurance that the investment objective of the Scheme will be realized. It shall be noted ‘similar overseas mutual fund schemes’ shall have investment objective, investment strategy and risk profile/consideration similar to those of BGF – USFEF.

DSP BlackRock US Flexible Equity Fund is a Equity - Global fund was launched on 3 Aug 12. It is a fund with High risk and has given a CAGR/Annualized return of 15.4% since its launch. Ranked 3 in Global category. Return for 2024 was 17.8% , 2023 was 22% and 2022 was -5.9% .

Below is the key information for DSP BlackRock US Flexible Equity Fund

DSP BlackRock US Flexible Equity Fund Growth
Launch Date	3 Aug 12
NAV (17 Jan 25)	₹59.4597 ↑ 0.57 (0.97 %)
Net Assets (Cr)	₹867 on 31 Dec 24
Category	Equity - Global
AMC	DSP BlackRock Invmt Managers Pvt. Ltd.
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	1.54
Sharpe Ratio	1.32
Information Ratio	-0.5
Alpha Ratio	-0.77
Min Investment	1,000
Min SIP Investment	500
Exit Load	0-12 Months (1%),12 Months and above(NIL)
Sub Cat.	Global

Growth of 10,000 investment over the years.

Date	Value
31 Dec 19	₹10,000
31 Dec 20	₹12,255
31 Dec 21	₹15,224
31 Dec 22	₹14,320
31 Dec 23	₹17,474
31 Dec 24	₹20,576

DSP BlackRock US Flexible Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579 Invest Now

Returns for DSP BlackRock US Flexible 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 Dec 21

Duration	Returns
1 Month	2.1%
3 Month	6.1%
6 Month	7%
1 Year	23.6%
3 Year	12.2%
5 Year	15.9%
10 Year
15 Year
Since launch	15.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	17.8%
2022	22%
2021	-5.9%
2020	24.2%
2019	22.6%
2018	27.5%
2017	-1.1%
2016	15.5%
2015	9.8%
2014	2.5%

Fund Manager information for DSP BlackRock US Flexible Equity Fund

Name	Since	Tenure
Jay Kothari	1 Mar 13	11.85 Yr.

Data below for DSP BlackRock US Flexible Equity Fund as on 31 Dec 24

Equity Sector Allocation

Sector	Value
Technology	33.34%
Health Care	14.46%
Financial Services	13.4%
Communication Services	11.74%
Consumer Cyclical	7.76%
Industrials	5.53%
Basic Materials	4.15%
Energy	3.31%
Consumer Defensive	2.14%
Real Estate	1.79%

Asset Allocation

Asset Class	Value
Cash	2.35%
Equity	97.63%
Debt	0.02%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
BGF US Flexible Equity I2 Investment Fund \| -	99%	₹841 Cr	2,085,707 ↓ -96,219
Treps / Reverse Repo Investments CBLO/Reverse Repo \| -	2%	₹14 Cr
Net Receivables/Payables Net Current Assets \| -	0%	-₹2 Cr

5. 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 13.3% 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 (21 Jan 25)	₹88.2 ↓ -2.54 (-2.80 %)
Net Assets (Cr)	₹6,712 on 31 Dec 24
Category	Equity - Large & Mid Cap
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.88
Sharpe Ratio	2.09
Information Ratio	0.79
Alpha Ratio	15.14
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 Dec 19	₹10,000
31 Dec 20	₹11,327
31 Dec 21	₹14,687
31 Dec 22	₹14,632
31 Dec 23	₹19,251
31 Dec 24	₹26,467

Invesco India Growth Opportunities 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 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	-8.5%
3 Month	-7%
6 Month	-0.3%
1 Year	23%
3 Year	18.3%
5 Year	19%
10 Year
15 Year
Since launch	13.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	37.5%
2022	31.6%
2021	-0.4%
2020	29.7%
2019	13.3%
2018	10.7%
2017	-0.2%
2016	39.6%
2015	3.3%
2014	3.8%

Fund Manager information for Invesco India Growth Opportunities Fund

Name	Since	Tenure
Aditya Khemani	9 Nov 23	1.15 Yr.
Amit Ganatra	21 Jan 22	2.95 Yr.

Data below for Invesco India Growth Opportunities Fund as on 31 Dec 24

Equity Sector Allocation

Sector	Value
Financial Services	26.72%
Consumer Cyclical	22.13%
Health Care	11.53%
Industrials	10.5%
Technology	10.03%
Real Estate	7.49%
Basic Materials	4.51%
Communication Services	1.96%
Consumer Defensive	1.31%

Asset Allocation

Asset Class	Value
Cash	1.47%
Equity	98.53%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Trent Ltd (Consumer Cyclical) Equity, Since 28 Feb 22 \| TRENT	5%	₹286 Cr	420,950 ↑ 74,717
InterGlobe Aviation Ltd (Industrials) Equity, Since 31 Mar 24 \| INDIGO	4%	₹227 Cr	517,883 ↑ 117,866
ICICI Bank Ltd (Financial Services) Equity, Since 31 Dec 15 \| ICICIBANK	3%	₹218 Cr	1,678,403 ↓ -302,011
Prestige Estates Projects Ltd (Real Estate) Equity, Since 31 Dec 23 \| PRESTIGE	3%	₹215 Cr	1,303,411
The Federal Bank Ltd (Financial Services) Equity, Since 30 Nov 22 \| FEDERALBNK	3%	₹212 Cr	10,039,804
Dixon Technologies (India) Ltd (Technology) Equity, Since 30 Sep 22 \| DIXON	3%	₹206 Cr	130,340
Cholamandalam Investment and Finance Co Ltd (Financial Services) Equity, Since 28 Feb 23 \| CHOLAFIN	3%	₹200 Cr	1,619,818
Max Healthcare Institute Ltd Ordinary Shares (Healthcare) Equity, Since 30 Nov 22 \| MAXHEALTH	3%	₹195 Cr	1,993,259
Coforge Ltd (Technology) Equity, Since 31 Mar 22 \| COFORGE	3%	₹195 Cr	224,767 ↓ -33,286
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 24 \| HDFCBANK	3%	₹191 Cr	1,063,368

6. Franklin Asian Equity Fund

An open-end diversified equity fund that seeks to provide medium to long term appreciation through investments primarily in Asian Companies / sectors (excluding Japan) with long term potential across market capitalisation.

Franklin Asian Equity Fund is a Equity - Global fund was launched on 16 Jan 08. It is a fund with High risk and has given a CAGR/Annualized return of 6.3% since its launch. Ranked 1 in Global category. Return for 2024 was 14.4% , 2023 was 0.7% and 2022 was -14.5% .

Below is the key information for Franklin Asian Equity Fund

Franklin Asian Equity Fund Growth
Launch Date	16 Jan 08
NAV (20 Jan 25)	₹28.4543 ↑ 0.18 (0.64 %)
Net Assets (Cr)	₹250 on 31 Dec 24
Category	Equity - Global
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	2.5
Sharpe Ratio	0.55
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-3 Years (1%),3 Years and above(NIL)
Sub Cat.	Global

Growth of 10,000 investment over the years.

Date	Value
31 Dec 19	₹10,000
31 Dec 20	₹12,584
31 Dec 21	₹11,847
31 Dec 22	₹10,132
31 Dec 23	₹10,199
31 Dec 24	₹11,672

Franklin Asian Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹323,701.
Net Profit of ₹23,701 Invest Now

Returns for Franklin Asian 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 Dec 21

Duration	Returns
1 Month	0.2%
3 Month	-4.3%
6 Month	2.4%
1 Year	21%
3 Year	-1.5%
5 Year	2.2%
10 Year
15 Year
Since launch	6.3%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	14.4%
2022	0.7%
2021	-14.5%
2020	-5.9%
2019	25.8%
2018	28.2%
2017	-13.6%
2016	35.5%
2015	7.2%
2014	-4.6%

Fund Manager information for Franklin Asian Equity Fund

Name	Since	Tenure
Sandeep Manam	18 Oct 21	3.21 Yr.
Shyam Sriram	26 Sep 24	0.26 Yr.

Data below for Franklin Asian Equity Fund as on 31 Dec 24

Equity Sector Allocation

Sector	Value
Technology	23.54%
Financial Services	22.72%
Consumer Cyclical	21.97%
Industrials	8.58%
Consumer Defensive	7.85%
Communication Services	4.91%
Health Care	4.25%
Real Estate	3.21%
Basic Materials	1.09%

Asset Allocation

Asset Class	Value
Cash	1.9%
Equity	98.1%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Taiwan Semiconductor Manufacturing Co Ltd (Technology) Equity, Since 31 Mar 09 \| 2330	13%	₹32 Cr	122,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Mar 24 \| ICICIBANK	6%	₹14 Cr	103,868
Tencent Holdings Ltd (Communication Services) Equity, Since 31 Jul 14 \| NNN	5%	₹12 Cr	27,900
HDFC Bank Ltd (Financial Services) Equity, Since 31 Mar 24 \| HDFCBANK	4%	₹9 Cr	52,213
Zomato Ltd (Consumer Cyclical) Equity, Since 31 Jul 21 \| 543320	3%	₹8 Cr	296,717
Samsung Electronics Co Ltd (Technology) Equity, Since 31 Mar 08 \| 005930	3%	₹8 Cr	23,765
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Mar 24 \| LT	3%	₹7 Cr	19,650
Alibaba Group Holding Ltd Ordinary Shares (Consumer Cyclical) Equity, Since 31 Dec 20 \| 09988	3%	₹7 Cr	79,604 ↓ -7,100
AIA Group Ltd (Financial Services) Equity, Since 31 Mar 12 \| 01299	3%	₹7 Cr	111,800
Indian Hotels Co Ltd (Consumer Cyclical) Equity, Since 30 Apr 23 \| INDHOTEL	3%	₹7 Cr	85,863

7. 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 17.8% 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 (21 Jan 25)	₹574.828 ↓ -7.94 (-1.36 %)
Net Assets (Cr)	₹13,983 on 31 Dec 24
Category	Equity - Large & Mid Cap
AMC	DSP BlackRock Invmt Managers Pvt. Ltd.
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	1.88
Sharpe Ratio	1.17
Information Ratio	0.42
Alpha Ratio	3.59
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 Dec 19	₹10,000
31 Dec 20	₹11,424
31 Dec 21	₹14,988
31 Dec 22	₹15,643
31 Dec 23	₹20,722
31 Dec 24	₹25,665

DSP BlackRock Equity Opportunities 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 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	-3.6%
3 Month	-7.3%
6 Month	-4.9%
1 Year	17.6%
3 Year	17.5%
5 Year	19.1%
10 Year
15 Year
Since launch	17.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	23.9%
2022	32.5%
2021	4.4%
2020	31.2%
2019	14.2%
2018	11.4%
2017	-9.2%
2016	40.1%
2015	11.2%
2014	6.1%

Fund Manager information for DSP BlackRock Equity Opportunities Fund

Name	Since	Tenure
Rohit Singhania	1 Jun 15	9.59 Yr.

Data below for DSP BlackRock Equity Opportunities Fund as on 31 Dec 24

Equity Sector Allocation

Sector	Value
Financial Services	32.96%
Consumer Cyclical	10.81%
Basic Materials	10.23%
Health Care	9.54%
Technology	7.52%
Industrials	7.13%
Energy	5.71%
Consumer Defensive	4.16%
Utility	3.85%
Communication Services	2.87%
Real Estate	1.1%

Asset Allocation

Asset Class	Value
Cash	3.61%
Equity	96.39%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Oct 08 \| HDFCBANK	6%	₹843 Cr	4,696,289 ↓ -321,817
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 16 \| ICICIBANK	6%	₹772 Cr	5,938,963 ↓ -435,808
Axis Bank Ltd (Financial Services) Equity, Since 30 Sep 20 \| AXISBANK	3%	₹439 Cr	3,866,121 ↑ 88,784
State Bank of India (Financial Services) Equity, Since 30 Jun 20 \| SBIN	3%	₹437 Cr	5,203,695 ↓ -406,245
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Oct 22 \| KOTAKBANK	3%	₹392 Cr	2,222,473 ↑ 193,523
Infosys Ltd (Technology) Equity, Since 28 Feb 18 \| INFY	2%	₹318 Cr	1,714,083
Power Finance Corp Ltd (Financial Services) Equity, Since 30 Nov 22 \| PFC	2%	₹301 Cr	6,080,301 ↓ -253,844
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Nov 21 \| M&M	2%	₹296 Cr	999,521 ↑ 33,380
Coforge Ltd (Technology) Equity, Since 31 Mar 22 \| COFORGE	2%	₹288 Cr	332,024 ↓ -50,058
Hindustan Petroleum Corp Ltd (Energy) Equity, Since 30 Jun 22 \| HINDPETRO	2%	₹281 Cr	7,325,891

8. Franklin Build India Fund

The Scheme seeks to achieve capital appreciation by investing in companies engaged directly or indirectly in infrastructure related activities.

Franklin Build India Fund is a Equity - Sectoral fund was launched on 4 Sep 09. It is a fund with High risk and has given a CAGR/Annualized return of 18.2% since its launch. Ranked 4 in Sectoral category. Return for 2024 was 27.8% , 2023 was 51.1% and 2022 was 11.2% .

Below is the key information for Franklin Build India Fund

Franklin Build India Fund Growth
Launch Date	4 Sep 09
NAV (21 Jan 25)	₹131.164 ↓ -2.95 (-2.20 %)
Net Assets (Cr)	₹2,784 on 31 Dec 24
Category	Equity - Sectoral
AMC	Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	2.13
Sharpe Ratio	1.45
Information Ratio	0
Alpha Ratio	0
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)
Sub Cat.	Sectoral

Growth of 10,000 investment over the years.

Date	Value
31 Dec 19	₹10,000
31 Dec 20	₹10,535
31 Dec 21	₹15,371
31 Dec 22	₹17,099
31 Dec 23	₹25,838
31 Dec 24	₹33,025

Franklin Build India 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 Franklin Build India 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	-5%
3 Month	-8.8%
6 Month	-7.6%
1 Year	16.4%
3 Year	25.4%
5 Year	25.3%
10 Year
15 Year
Since launch	18.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	27.8%
2022	51.1%
2021	11.2%
2020	45.9%
2019	5.4%
2018	6%
2017	-10.7%
2016	43.3%
2015	8.4%
2014	2.1%

Fund Manager information for Franklin Build India Fund

Name	Since	Tenure
Ajay Argal	18 Oct 21	3.21 Yr.
Kiran Sebastian	7 Feb 22	2.9 Yr.
Sandeep Manam	18 Oct 21	3.21 Yr.

Data below for Franklin Build India Fund as on 31 Dec 24

Equity Sector Allocation

Sector	Value
Industrials	37.86%
Financial Services	14.24%
Energy	9.41%
Utility	8.91%
Communication Services	7.04%
Basic Materials	6.64%
Consumer Cyclical	3.7%
Real Estate	3.43%
Technology	2.79%

Asset Allocation

Asset Class	Value
Cash	5.99%
Equity	94.01%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 29 Feb 20 \| LT	9%	₹268 Cr	720,000
ICICI Bank Ltd (Financial Services) Equity, Since 31 Mar 12 \| ICICIBANK	5%	₹156 Cr	1,200,000
NTPC Ltd (Utilities) Equity, Since 30 Nov 16 \| NTPC	5%	₹143 Cr	3,930,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Sep 09 \| BHARTIARTL	4%	₹116 Cr	710,000
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 30 Jun 19 \| ONGC	4%	₹116 Cr	4,500,000
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 21 \| RELIANCE	4%	₹114 Cr	880,000
Power Grid Corp Of India Ltd (Utilities) Equity, Since 28 Feb 21 \| POWERGRID	4%	₹111 Cr	3,365,000
Kirloskar Pneumatic Co Ltd (Industrials) Equity, Since 31 Aug 22 \| 505283	4%	₹106 Cr	600,000 ↓ -63,983
Axis Bank Ltd (Financial Services) Equity, Since 31 Mar 12 \| AXISBANK	4%	₹102 Cr	900,000 ↑ 75,000
Multi Commodity Exchange of India Ltd (Financial Services) Equity, Since 31 Mar 22 \| MCX	3%	₹99 Cr	160,000 ↓ -20,000

9. Tata Retirement Savings Fund - Progressive

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 - Progressive 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 14.9% since its launch. Ranked 6 in Retirement Fund category. Return for 2024 was 21.7% , 2023 was 29% and 2022 was -3.9% .

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

Tata Retirement Savings Fund - Progressive Growth
Launch Date	1 Nov 11
NAV (21 Jan 25)	₹62.7224 ↓ -1.42 (-2.21 %)
Net Assets (Cr)	₹2,122 on 31 Dec 24
Category	Solutions - Retirement Fund
AMC	Tata Asset Management Limited
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	0
Sharpe Ratio	1.31
Information Ratio	-0.15
Alpha Ratio	5.85
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 Dec 19	₹10,000
31 Dec 20	₹11,443
31 Dec 21	₹14,106
31 Dec 22	₹13,550
31 Dec 23	₹17,475
31 Dec 24	₹21,265

Tata Retirement Savings Fund - Progressive SIP Returns

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

Returns for Tata Retirement Savings Fund - Progressive

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	-5.5%
3 Month	-5.5%
6 Month	-2.1%
1 Year	15.8%
3 Year	13.1%
5 Year	14.7%
10 Year
15 Year
Since launch	14.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	21.7%
2022	29%
2021	-3.9%
2020	23.3%
2019	14.4%
2018	11.5%
2017	-6.1%
2016	49.1%
2015	3.1%
2014	7.8%

Fund Manager information for Tata Retirement Savings Fund - Progressive

Name	Since	Tenure
Murthy Nagarajan	1 Apr 17	7.76 Yr.
Sonam Udasi	1 Apr 16	8.76 Yr.

Data below for Tata Retirement Savings Fund - Progressive as on 31 Dec 24

Asset Allocation

Asset Class	Value
Cash	5.62%
Equity	94.38%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Nov 11 \| HDFCBANK	6%	₹135 Cr	754,000
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Aug 20 \| TCS	5%	₹96 Cr	225,000 ↑ 81,000
ITC Ltd (Consumer Defensive) Equity, Since 30 Apr 18 \| ITC	4%	₹82 Cr	1,728,000
Zomato Ltd (Consumer Cyclical) Equity, Since 31 Mar 24 \| 543320	4%	₹76 Cr	2,718,000
Solar Industries India Ltd (Basic Materials) Equity, Since 31 Oct 22 \| SOLARINDS	3%	₹67 Cr	62,440 ↑ 8,685
Radico Khaitan Ltd (Consumer Defensive) Equity, Since 30 Nov 17 \| RADICO	3%	₹61 Cr	249,600
BSE Ltd (Financial Services) Equity, Since 31 May 24 \| BSE	3%	₹61 Cr	130,000 ↓ -16,000
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 18 \| RELIANCE	3%	₹56 Cr	436,000
Sonata Software Ltd (Technology) Equity, Since 30 Apr 24 \| SONATSOFTW	2%	₹50 Cr	796,530 ↑ 49,530
DOMS Industries Ltd (Industrials) Equity, Since 31 Dec 23 \| DOMS	2%	₹50 Cr	165,996

10. ICICI Prudential Nifty Next 50 Index Fund

The fund's objective is to invest in companies whose securities are included in Nifty Junior Index and to endeavor to achieve the returns of the above index as closely as possible, though subject to tracking error. The fund intends to track only 90-95% of the Index i.e. it will always keep cash balance between 5-10% of the Net Asset to meet the redemption and other liquidity requirements. However, as and when the liquidity in the Index improves the fund intends to track up to 100% of the Index. The fund will not seek to outperform the CNX Nifty Junior. The objective is that the performance of the NAV of the fund should closely track the performance of the CNX Nifty Junior over the same period subject to tracking error.

ICICI Prudential Nifty Next 50 Index Fund is a Others - Index Fund fund was launched on 25 Jun 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12.5% since its launch. Ranked 5 in Index Fund category. Return for 2024 was 27.2% , 2023 was 26.3% and 2022 was 0.1% .

Below is the key information for ICICI Prudential Nifty Next 50 Index Fund

ICICI Prudential Nifty Next 50 Index Fund Growth
Launch Date	25 Jun 10
NAV (21 Jan 25)	₹55.6167 ↓ -1.49 (-2.61 %)
Net Assets (Cr)	₹6,894 on 31 Dec 24
Category	Others - Index Fund
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆☆☆☆
Risk	Moderately High
Expense Ratio	0.7
Sharpe Ratio	1.15
Information Ratio	-7.29
Alpha Ratio	-1.03
Min Investment	5,000
Min SIP Investment	100
Exit Load	0-7 Days (0.25%),7 Days and above(NIL)
Sub Cat.	Index Fund

Growth of 10,000 investment over the years.

Date	Value
31 Dec 19	₹10,000
31 Dec 20	₹11,425
31 Dec 21	₹14,796
31 Dec 22	₹14,808
31 Dec 23	₹18,706
31 Dec 24	₹23,790

ICICI Prudential Nifty Next 50 Index Fund 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 ICICI Prudential Nifty Next 50 Index 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	-7.9%
3 Month	-13.7%
6 Month	-11.4%
1 Year	15.7%
3 Year	14.5%
5 Year	17%
10 Year
15 Year
Since launch	12.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	27.2%
2022	26.3%
2021	0.1%
2020	29.5%
2019	14.3%
2018	0.6%
2017	-8.8%
2016	45.7%
2015	7.6%
2014	6.2%

Fund Manager information for ICICI Prudential Nifty Next 50 Index Fund

Name	Since	Tenure
Nishit Patel	18 Jan 21	3.96 Yr.
Ajaykumar Solanki	1 Feb 24	0.92 Yr.
Ashwini Shinde	18 Dec 24	0.04 Yr.

Data below for ICICI Prudential Nifty Next 50 Index Fund as on 31 Dec 24

Asset Allocation

Asset Class	Value
Cash	0.1%
Equity	99.9%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Hindustan Aeronautics Ltd Ordinary Shares (Industrials) Equity, Since 30 Sep 22 \| HAL	5%	₹316 Cr	705,951 ↑ 17,147
Divi's Laboratories Ltd (Healthcare) Equity, Since 30 Sep 24 \| DIVISLAB	4%	₹291 Cr	471,830 ↑ 11,460
Vedanta Ltd (Basic Materials) Equity, Since 31 Mar 21 \| 500295	4%	₹286 Cr	6,300,416 ↑ 153,088
InterGlobe Aviation Ltd (Industrials) Equity, Since 30 Sep 16 \| INDIGO	4%	₹281 Cr	642,611 ↑ 15,607
Power Finance Corp Ltd (Financial Services) Equity, Since 31 Mar 24 \| PFC	4%	₹268 Cr	5,404,635 ↑ 131,322
Tata Power Co Ltd (Utilities) Equity, Since 31 Aug 22 \| TATAPOWER	4%	₹260 Cr	6,274,707 ↑ 152,463
Siemens Ltd (Industrials) Equity, Since 30 Apr 13 \| SIEMENS	4%	₹248 Cr	328,193 ↑ 7,965
REC Ltd (Financial Services) Equity, Since 31 Mar 24 \| RECLTD	4%	₹247 Cr	4,636,340 ↑ 112,651
Info Edge (India) Ltd (Communication Services) Equity, Since 30 Jun 20 \| NAUKRI	3%	₹239 Cr	289,737 ↑ 7,031
TVS Motor Co Ltd (Consumer Cyclical) Equity, Since 30 Sep 23 \| TVSMOTOR	3%	₹213 Cr	873,076 ↑ 21,208

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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