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ਸਰਬੋਤਮ ਇਕੁਇਟੀ ਮਿਉਚੁਅਲ ਫੰਡ ਕਿਵੇਂ ਚੁਣੀਏ- ਫੰਡ ਉਮਰ, ਫੰਡ ਮੈਨੇਜਰ

ਫਿਨਕੈਸ਼ »ਮਿਉਚੁਅਲ ਫੰਡ »ਸਰਬੋਤਮ ਇਕੁਇਟੀ ਫੰਡਾਂ ਦੀ ਚੋਣ ਕਿਵੇਂ ਕਰੀਏ

ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਸਰਬੋਤਮ ਇਕੁਇਟੀ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਦੀ ਚੋਣ ਕਿਵੇਂ ਕਰੀਏ

Updated on March 31, 2025 , 2804 views

ਇਕੁਇਟੀਮਿਉਚੁਅਲ ਫੰਡ ਲਈ ਪ੍ਰਸਿੱਧ ਯੰਤਰਾਂ ਵਿੱਚੋਂ ਇੱਕ ਹਨਨਿਵੇਸ਼. ਇਹ ਮੁੱਖ ਤੌਰ 'ਤੇ ਵੱਖ-ਵੱਖ ਕੰਪਨੀਆਂ ਦੇ ਸ਼ੇਅਰਾਂ/ਸਟਾਕਾਂ ਵਿੱਚ ਤੁਹਾਡੇ ਪੈਸੇ ਦਾ ਨਿਵੇਸ਼ ਕਰਦਾ ਹੈ। ਫੰਡ ਮੈਨੇਜਰ ਫੰਡ ਦੇ ਨਿਵੇਸ਼ ਉਦੇਸ਼ ਦੇ ਆਧਾਰ 'ਤੇ ਇਹਨਾਂ ਕੰਪਨੀਆਂ ਵਿੱਚ ਫੰਡ ਅਲਾਟ ਕਰਦਾ ਹੈ। ਇਹ ਫੰਡ ਉਨ੍ਹਾਂ ਨਿਵੇਸ਼ਕਾਂ ਲਈ ਆਦਰਸ਼ਕ ਤੌਰ 'ਤੇ ਅਨੁਕੂਲ ਹਨ ਜਿਨ੍ਹਾਂ ਕੋਲ ਮੱਧਮ ਤੋਂ ਉੱਚਾ ਹੈਜੋਖਮ ਦੀ ਭੁੱਖ ਅਤੇ ਲੰਬੇ ਸਮੇਂ ਦੀ ਤਲਾਸ਼ ਕਰ ਰਹੇ ਹਨਨਿਵੇਸ਼ ਯੋਜਨਾ. ਪਰ, ਜਦੋਂ ਇੱਕ ਆਦਰਸ਼ ਇਕੁਇਟੀ ਫੰਡ ਦੀ ਚੋਣ ਕਰਨ ਦੀ ਗੱਲ ਆਉਂਦੀ ਹੈ ਤਾਂ ਇਹ ਇੱਕ ਮੁਸ਼ਕਲ ਕੰਮ ਹੋ ਸਕਦਾ ਹੈ। ਸੈਂਕੜੇ ਇਕੁਇਟੀ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਦੇ ਨਾਲ ਅਤੇ ਹਰ ਇੱਕ ਸਭ ਤੋਂ ਵਧੀਆ ਰਿਟਰਨ ਦਾ ਦਾਅਵਾ ਕਰਦਾ ਹੈ, ਇਹ ਇੱਕ 'ਤੇ ਜ਼ੀਰੋ ਕਰਨ ਲਈ ਕਾਫ਼ੀ ਉਲਝਣ ਵਾਲਾ ਹੈ। ਅਤੇ ਕੰਮ ਮੁਸ਼ਕਲ ਹੋ ਜਾਂਦੇ ਹਨ ਜਦੋਂ ਤੁਹਾਨੂੰ ਆਪਣੇ ਆਪ ਫੰਡ ਚੁਣਨਾ ਪੈਂਦਾ ਹੈ। ਤੁਹਾਡੇ ਲਈ ਪ੍ਰਕਿਰਿਆ ਨੂੰ ਆਸਾਨ ਅਤੇ ਕਾਫ਼ੀ ਸਰਲ ਬਣਾਉਣ ਲਈ, ਅਸੀਂ ਮਹੱਤਵਪੂਰਨ ਮਾਪਦੰਡਾਂ ਨੂੰ ਸੂਚੀਬੱਧ ਕੀਤਾ ਹੈ ਜੋ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਚੰਗੇ ਫੰਡਾਂ ਨੂੰ ਸੂਚੀਬੱਧ ਕਰਨ ਵਿੱਚ ਤੁਹਾਡੀ ਮਦਦ ਕਰਨਗੇ।

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ਵਧੀਆ ਇਕੁਇਟੀ ਫੰਡ ਚੁਣਨ ਲਈ ਮਾਪਦੰਡ

ਆਦਰਸ਼ ਨੂੰ ਚੁਣਨ ਲਈ ਹੇਠਾਂ ਦਿੱਤੇ ਗੁਣਾਤਮਕ ਅਤੇ ਮਾਤਰਾਤਮਕ ਉਪਾਅ ਹਨਇਕੁਇਟੀ ਫੰਡ.

ਗੁਣਾਤਮਕ ਉਪਾਅ

ਆਪਣੇ ਫੰਡ ਮੈਨੇਜਰ ਨੂੰ ਜਾਣੋ

ਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮ ਦੀ ਕਾਰਗੁਜ਼ਾਰੀ ਦਾ ਸਿਹਰਾ ਫੰਡ ਮੈਨੇਜਰ ਕੋਲ ਹੁੰਦਾ ਹੈ। ਇੱਕ ਫੰਡ ਮੈਨੇਜਰ ਫੰਡ ਦੇ ਪੋਰਟਫੋਲੀਓ ਲਈ ਨਿਵੇਸ਼ ਫੈਸਲੇ ਲੈਣ ਲਈ ਜ਼ਿੰਮੇਵਾਰ ਹੁੰਦਾ ਹੈ। ਇਸ ਲਈ, ਨਿਵੇਸ਼ਕਾਂ ਨੂੰ ਖਾਸ ਫੰਡ ਮੈਨੇਜਰ ਦੁਆਰਾ ਪ੍ਰਬੰਧਿਤ ਫੰਡਾਂ ਦੇ ਪ੍ਰਦਰਸ਼ਨ ਵਿੱਚੋਂ ਲੰਘਣਾ ਚਾਹੀਦਾ ਹੈ, ਖਾਸ ਤੌਰ 'ਤੇ ਸਖ਼ਤ ਦੌਰਾਨਬਜ਼ਾਰ ਪੜਾਅ ਨਾਲ ਹੀ, ਨਿਵੇਸ਼ਕਾਂ ਨੂੰ ਇੱਕ ਫੰਡ ਮੈਨੇਜਰ ਨੂੰ ਵਧੇਰੇ ਤਰਜੀਹ ਦੇਣੀ ਚਾਹੀਦੀ ਹੈ ਜਿਸ ਕੋਲ ਇੱਕ ਸਮਾਨ ਕਿਸਮ ਦੇ ਫੰਡਾਂ ਦੇ ਪ੍ਰਬੰਧਨ ਦਾ ਤਜਰਬਾ ਹੈ, ਉਦਾਹਰਨ ਲਈ- ਛੋਟੇ ਅਤੇਮੱਧ ਕੈਪ. ਇੱਕ ਫੰਡ ਮੈਨੇਜਰ ਲਈ ਜਾਣਾ ਜੋ ਆਪਣੇ ਕੈਰੀਅਰ ਵਿੱਚ ਇਕਸਾਰ ਰਿਹਾ ਹੈ ਇੱਕ ਤਰਜੀਹੀ ਵਿਕਲਪ ਹੈ।

ਫੰਡ ਹਾਊਸ ਦੀ ਸਾਖ

ਦੀ ਚੋਣ ਕਰਦੇ ਸਮੇਂਸਰਬੋਤਮ ਇਕੁਇਟੀ ਮਿਉਚੁਅਲ ਫੰਡ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ, ਹਮੇਸ਼ਾ ਫੰਡ ਹਾਊਸ ਦੀ ਗੁਣਵੱਤਾ ਅਤੇ ਸਾਖ ਨੂੰ ਦੇਖੋ। ਇੱਕ ਫੰਡ ਹਾਉਸ ਜਿਸਦਾ ਲੰਬੇ ਸਮੇਂ ਦਾ ਰਿਕਾਰਡ ਹੈ, ਪ੍ਰਬੰਧਨ ਅਧੀਨ ਵੱਡੀ ਸੰਪੱਤੀ, ਸਟਾਰ ਫੰਡ ਜਾਂ ਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੇ ਫੰਡ ਆਦਿ, ਉਹ ਹੈ ਜਿਸ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨਾ ਹੈ। ਇਸ ਲਈ ਇੱਕ ਨਿਰੰਤਰ ਟਰੈਕ ਰਿਕਾਰਡ ਦੇ ਨਾਲ ਵਿੱਤੀ ਉਦਯੋਗ ਵਿੱਚ ਮਜ਼ਬੂਤ ਮੌਜੂਦਗੀ ਵਾਲਾ ਫੰਡ ਹਾਊਸ ਹੋਣਾ ਚਾਹੀਦਾ ਹੈ। ਆਦਰਸ਼ਕ ਤੌਰ 'ਤੇ ਤਰਜੀਹ ਦਿੱਤੀ ਜਾਂਦੀ ਹੈ।

ਮਾਤਰਾਤਮਕ ਉਪਾਅ

ਫੰਡ ਪ੍ਰਦਰਸ਼ਨ

ਇੱਕਨਿਵੇਸ਼ਕ ਸਮੇਂ ਦੀ ਇੱਕ ਮਿਆਦ ਲਈ ਫੰਡਾਂ ਦੇ ਪ੍ਰਦਰਸ਼ਨ ਦਾ ਨਿਰਪੱਖ ਮੁਲਾਂਕਣ ਕਰਨਾ ਚਾਹੀਦਾ ਹੈ। ਨਾਲ ਹੀ, ਇੱਕ ਅਜਿਹੇ ਫੰਡ ਲਈ ਜਾਣ ਦਾ ਸੁਝਾਅ ਦਿੱਤਾ ਜਾਂਦਾ ਹੈ ਜੋ ਲਗਾਤਾਰ 4-5 ਸਾਲਾਂ ਵਿੱਚ ਇਸਦੇ ਬੈਂਚਮਾਰਕ ਨੂੰ ਹਰਾਉਂਦਾ ਹੈ, ਇਸ ਤੋਂ ਇਲਾਵਾ, ਇੱਕ ਨੂੰ ਹਰੇਕ ਮਿਆਦ ਨੂੰ ਵੇਖਣਾ ਚਾਹੀਦਾ ਹੈ ਅਤੇ ਇਹ ਦੇਖਣਾ ਚਾਹੀਦਾ ਹੈ ਕਿ ਫੰਡ ਬੈਂਚਮਾਰਕ ਨੂੰ ਹਰਾਉਣ ਦੇ ਯੋਗ ਹੈ ਜਾਂ ਨਹੀਂ।

ਫੰਡ ਦਾ ਆਕਾਰ

ਨਿਵੇਸ਼ਕਾਂ ਨੂੰ ਹਮੇਸ਼ਾ ਅਜਿਹੇ ਫੰਡ ਲਈ ਜਾਣਾ ਚਾਹੀਦਾ ਹੈ ਜੋ ਨਾ ਤਾਂ ਬਹੁਤ ਵੱਡਾ ਹੋਵੇ ਅਤੇ ਨਾ ਹੀ ਆਕਾਰ ਵਿੱਚ ਬਹੁਤ ਛੋਟਾ ਹੋਵੇ। ਹਾਲਾਂਕਿ ਫੰਡ ਦੇ ਆਕਾਰ ਦੇ ਵਿਚਕਾਰ ਕੋਈ ਸੰਪੂਰਨ ਪਰਿਭਾਸ਼ਾ ਅਤੇ ਸਬੰਧ ਨਹੀਂ ਹੈ, ਇਹ ਕਿਹਾ ਜਾਂਦਾ ਹੈ ਕਿ ਦੋਵੇਂ ਬਹੁਤ ਛੋਟੇ ਅਤੇ ਬਹੁਤ ਵੱਡੇ, ਫੰਡ ਦੇ ਪ੍ਰਦਰਸ਼ਨ ਨੂੰ ਰੋਕ ਸਕਦੇ ਹਨ। ਇਸ ਤਰ੍ਹਾਂ, ਫੰਡ ਦੀ ਚੋਣ ਕਰਦੇ ਸਮੇਂ, ਉਸ ਲਈ ਜਾਣ ਦੀ ਸਲਾਹ ਦਿੱਤੀ ਜਾਂਦੀ ਹੈ ਜਿਸਦੀ ਏਯੂਐਮ (ਸੰਪੱਤੀ ਅਧੀਨ ਪ੍ਰਬੰਧਨ) ਲਗਭਗ ਸ਼੍ਰੇਣੀ ਦੇ ਸਮਾਨ ਹੈ।

ਖਰਚ ਅਨੁਪਾਤ

ਮਿਉਚੁਅਲ ਫੰਡ ਨਿਵੇਸ਼ ਕਰਨ ਵਾਲੇ ਨਿਵੇਸ਼ਕਾਂ ਨੂੰ ਸੰਪੱਤੀ ਪ੍ਰਬੰਧਨ ਕੰਪਨੀ (ਏ.ਐਮ.ਸੀ). ਆਮ ਤੌਰ 'ਤੇ, ਉਹਨਾਂ ਸਕੀਮਾਂ ਲਈ ਖਰਚਾ ਅਨੁਪਾਤ ਵੱਧ ਹੁੰਦਾ ਹੈ ਜੋ ਕਿਰਿਆਸ਼ੀਲ ਤੌਰ 'ਤੇ ਪ੍ਰਬੰਧਿਤ ਕੀਤੀਆਂ ਜਾਂਦੀਆਂ ਹਨ (ਜਿਵੇਂ ਕਿ ਇਹ ਨਿਸ਼ਕਿਰਿਆ ਢੰਗ ਨਾਲ ਪ੍ਰਬੰਧਿਤ ਸਕੀਮਾਂ ਨਾਲੋਂ)ਸੂਚਕਾਂਕ ਫੰਡ ਜਾਂਈ.ਟੀ.ਐੱਫ). ਦੇ ਅਨੁਸਾਰਸੇਬੀ ਨਿਯਮਾਂ ਅਨੁਸਾਰ, ਇਕੁਇਟੀ ਫੰਡਾਂ ਲਈ ਖਰਚਾ ਅਨੁਪਾਤ ਘੱਟੋ-ਘੱਟ 2.5% ਹੈ। ਹਾਲਾਂਕਿ, ਖਰਚਾ ਅਨੁਪਾਤ ਅਜਿਹੀ ਚੀਜ਼ ਹੈ ਜਿਸ ਨੂੰ ਹੋਰ ਮਹੱਤਵਪੂਰਨ ਕਾਰਕਾਂ ਜਿਵੇਂ ਕਿ ਫੰਡ ਦੀ ਕਾਰਗੁਜ਼ਾਰੀ ਆਦਿ ਨੂੰ ਛੱਡਣਾ ਨਹੀਂ ਚਾਹੀਦਾ ਹੈ। ਇਹ ਜਾਣਦੇ ਹੋਏ ਕਿ ਫੰਡ ਵਿੱਚ ਉੱਚ ਖਰਚੇ ਅਨੁਪਾਤ ਦਾ ਭੁਗਤਾਨ ਕਰਨਾ ਬਿਹਤਰ ਹੈ। ਇਸ ਦੇ ਪ੍ਰਤੀਯੋਗੀਆਂ ਨੂੰ ਚੰਗੇ ਫਰਕ ਨਾਲ ਹਰਾਇਆ ਜਾਵੇਗਾ।

ਅਨੁਪਾਤ ਵਿਸ਼ਲੇਸ਼ਣ

ਫੰਡ ਦੀ ਕਾਰਗੁਜ਼ਾਰੀ ਨੂੰ ਮਾਪਣ ਲਈ ਕੁਝ ਮਹੱਤਵਪੂਰਨ ਅਨੁਪਾਤ ਹਨ:

  • ਅਲਫ਼ਾ-ਅਲਫ਼ਾ ਤੁਹਾਡੇ ਨਿਵੇਸ਼ ਦੀ ਸਫਲਤਾ ਜਾਂ ਬੈਂਚਮਾਰਕ ਦੇ ਮੁਕਾਬਲੇ ਬਿਹਤਰ ਪ੍ਰਦਰਸ਼ਨ ਦਾ ਮਾਪ ਹੈ। ਇਹ ਮਾਪਦਾ ਹੈ ਕਿ ਫੰਡ ਜਾਂ ਸਟਾਕ ਨੇ ਆਮ ਬਾਜ਼ਾਰ ਵਿੱਚ ਕਿੰਨਾ ਪ੍ਰਦਰਸ਼ਨ ਕੀਤਾ ਹੈ। 1 ਦੇ ਸਕਾਰਾਤਮਕ ਅਲਫ਼ਾ ਦਾ ਮਤਲਬ ਹੈ ਕਿ ਫੰਡ ਨੇ ਆਪਣੇ ਬੈਂਚਮਾਰਕ ਸੂਚਕਾਂਕ ਨੂੰ 1% ਤੋਂ ਵੱਧ ਪ੍ਰਦਰਸ਼ਨ ਕੀਤਾ ਹੈ, ਜਦੋਂ ਕਿ -1 ਦਾ ਨਕਾਰਾਤਮਕ ਅਲਫ਼ਾ ਇਹ ਦਰਸਾਏਗਾ ਕਿ ਫੰਡ ਨੇ ਆਪਣੇ ਮਾਰਕੀਟ ਬੈਂਚਮਾਰਕ ਨਾਲੋਂ 1% ਘੱਟ ਰਿਟਰਨ ਪੈਦਾ ਕੀਤਾ ਹੈ। ਇਸ ਲਈ, ਅਸਲ ਵਿੱਚ, ਇੱਕ ਨਿਵੇਸ਼ਕ ਦੀ ਰਣਨੀਤੀ ਸਕਾਰਾਤਮਕ ਅਲਫ਼ਾ ਨਾਲ ਪ੍ਰਤੀਭੂਤੀਆਂ ਨੂੰ ਖਰੀਦਣ ਦੀ ਹੋਣੀ ਚਾਹੀਦੀ ਹੈ।

  • ਬੀਟਾ- ਇਹ ਇੱਕ ਬੈਂਚਮਾਰਕ ਦੇ ਸਬੰਧ ਵਿੱਚ ਇੱਕ ਸਟਾਕ ਦੀ ਕੀਮਤ ਜਾਂ ਫੰਡ ਵਿੱਚ ਅਸਥਿਰਤਾ ਨੂੰ ਮਾਪਦਾ ਹੈ ਅਤੇ ਸਕਾਰਾਤਮਕ ਜਾਂ ਨਕਾਰਾਤਮਕ ਅੰਕੜਿਆਂ ਵਿੱਚ ਦਰਸਾਇਆ ਗਿਆ ਹੈ। ਏਬੀਟਾ ਦਾ 1 ਦਰਸਾਉਂਦਾ ਹੈ ਕਿ ਸਟਾਕ ਦੀ ਕੀਮਤ ਮਾਰਕੀਟ ਦੇ ਅਨੁਸਾਰ ਚਲਦੀ ਹੈ, 1 ਤੋਂ ਵੱਧ ਦਾ ਬੀਟਾ ਇਹ ਦਰਸਾਉਂਦਾ ਹੈ ਕਿ ਸਟਾਕ ਮਾਰਕੀਟ ਨਾਲੋਂ ਜੋਖਮ ਭਰਪੂਰ ਹੈ, ਅਤੇ 1 ਤੋਂ ਘੱਟ ਬੀਟਾ ਦਾ ਮਤਲਬ ਹੈ ਕਿ ਸਟਾਕ ਮਾਰਕੀਟ ਨਾਲੋਂ ਘੱਟ ਜੋਖਮ ਵਾਲਾ ਹੈ। ਇਸ ਲਈ, ਘੱਟ ਬੀਟਾ ਇੱਕ ਡਿੱਗਦੇ ਬਾਜ਼ਾਰ ਵਿੱਚ ਬਿਹਤਰ ਹੈ. ਵਧ ਰਹੇ ਬਾਜ਼ਾਰ ਵਿੱਚ, ਉੱਚ-ਬੀਟਾ ਬਿਹਤਰ ਹੈ।

  • ਮਿਆਰੀ ਭਟਕਣ (SD- ਸਧਾਰਨ ਸ਼ਬਦਾਂ ਵਿੱਚ, SD ਇੱਕ ਅੰਕੜਾ ਮਾਪ ਹੈ ਜੋ ਕਿਸੇ ਸਾਧਨ ਵਿੱਚ ਅਸਥਿਰਤਾ ਜਾਂ ਜੋਖਮ ਨੂੰ ਦਰਸਾਉਂਦਾ ਹੈ। SD ਜਿੰਨਾ ਉੱਚਾ ਹੋਵੇਗਾ, ਰਿਟਰਨ ਵਿੱਚ ਉਤਰਾਅ-ਚੜ੍ਹਾਅ ਵੱਧ ਹੋਣਗੇ।

  • ਤਿੱਖਾ ਅਨੁਪਾਤ-ਤਿੱਖਾ ਅਨੁਪਾਤ ਲਏ ਗਏ ਜੋਖਮ ਦੇ ਸਬੰਧ ਵਿੱਚ ਵਾਪਸੀ (ਨਕਾਰਾਤਮਕ ਅਤੇ ਸਕਾਰਾਤਮਕ ਦੋਵੇਂ) ਨੂੰ ਮਾਪਦਾ ਹੈ। ਇੱਥੇ ਖਤਰੇ ਨੂੰ ਸਟੈਂਡਰਡ ਡਿਵੀਏਸ਼ਨ ਦੁਆਰਾ ਪਰਿਭਾਸ਼ਿਤ ਕੀਤਾ ਗਿਆ ਹੈ। ਇੱਕ ਉੱਚ ਸ਼ਾਰਪ ਅਨੁਪਾਤ ਦਾ ਮਤਲਬ ਹੈ, ਬਹੁਤ ਜ਼ਿਆਦਾ ਜੋਖਮ ਤੋਂ ਬਿਨਾਂ ਇੱਕ ਉੱਚ ਵਾਪਸੀ। ਇਸ ਤਰ੍ਹਾਂ, ਨਿਵੇਸ਼ ਕਰਦੇ ਸਮੇਂ, ਨਿਵੇਸ਼ਕਾਂ ਨੂੰ ਇੱਕ ਫੰਡ ਚੁਣਨਾ ਚਾਹੀਦਾ ਹੈ ਜੋ ਉੱਚ ਸ਼ਾਰਪ ਅਨੁਪਾਤ ਦਿਖਾਉਂਦਾ ਹੈ।

  • ਸੌਰਟੀਨੋ ਅਨੁਪਾਤ- ਦਸੌਰਟੀਨੋ ਅਨੁਪਾਤ ਸ਼ਾਰਪ ਅਨੁਪਾਤ ਦੀ ਇੱਕ ਪਰਿਵਰਤਨ ਹੈ। ਪਰ, ਸ਼ਾਰਪ ਅਨੁਪਾਤ ਦੇ ਉਲਟ, ਸੋਰਟੀਨੋ ਅਨੁਪਾਤ ਸਿਰਫ਼ ਨਨੁਕਸਾਨ ਜਾਂ ਨਕਾਰਾਤਮਕ ਵਾਪਸੀ ਨੂੰ ਮੰਨਦਾ ਹੈ। ਅਜਿਹਾ ਅਨੁਪਾਤ ਨਿਵੇਸ਼ਕਾਂ ਲਈ ਕੁੱਲ ਅਸਥਿਰਤਾ ਦੇ ਰਿਟਰਨ ਨੂੰ ਦੇਖਣ ਦੀ ਬਜਾਏ ਬਿਹਤਰ ਢੰਗ ਨਾਲ ਜੋਖਮ ਦਾ ਮੁਲਾਂਕਣ ਕਰਨ ਲਈ ਮਦਦਗਾਰ ਹੁੰਦਾ ਹੈ। ਅੱਪਸਾਈਡ ਕੈਪਚਰ ਰੇਸ਼ੋ ਅਤੇ ਡਾਊਨਸਾਈਡ ਕੈਪਚਰ ਰੇਸ਼ੋ- ਉੱਪਰ/ਡਾਊਨਸਾਈਡ ਕੈਪਚਰ ਅਨੁਪਾਤ ਇੱਕ ਨਿਵੇਸ਼ਕ ਦਾ ਮਾਰਗਦਰਸ਼ਨ ਕਰਦਾ ਹੈ- ਭਾਵੇਂ ਕੋਈ ਫੰਡ ਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਕੀਤਾ ਗਿਆ ਹੋਵੇ ਭਾਵ ਇੱਕ ਵਿਆਪਕ ਮਾਰਕੀਟ ਬੈਂਚਮਾਰਕ ਤੋਂ ਵੱਧ ਪ੍ਰਾਪਤ ਕੀਤਾ ਜਾਂ ਘੱਟ ਗਵਾਇਆ ਗਿਆ ਹੈ- ਮਾਰਕੀਟ ਦੇ ਉਲਟ (ਮਜ਼ਬੂਤ) ਜਾਂ ਨਨੁਕਸਾਨ (ਕਮਜ਼ੋਰ) ਦੇ ਪੜਾਅ ਦੌਰਾਨ। ਅਤੇ ਹੋਰ ਵੀ ਮਹੱਤਵਪੂਰਨ ਤੌਰ 'ਤੇ ਕਿੰਨਾ। ਖੈਰ, 100 ਤੋਂ ਵੱਧ ਦੇ ਉੱਪਰਲੇ ਅਨੁਪਾਤ ਦਾ ਮਤਲਬ ਹੈ ਕਿ ਇੱਕ ਦਿੱਤੇ ਫੰਡ ਨੇ ਸਕਾਰਾਤਮਕ ਰਿਟਰਨ ਦੀ ਮਿਆਦ ਦੇ ਦੌਰਾਨ ਬੈਂਚਮਾਰਕ ਨੂੰ ਹਰਾਇਆ ਹੈ। ਅਤੇ 100 ਤੋਂ ਘੱਟ ਦਾ ਇੱਕ ਨਨੁਕਸਾਨ ਅਨੁਪਾਤ ਦਰਸਾਉਂਦਾ ਹੈ ਕਿ ਇੱਕ ਦਿੱਤੇ ਫੰਡ ਨੇ ਸੁਸਤ ਰਿਟਰਨ ਦੇ ਪੜਾਅ ਦੌਰਾਨ ਆਪਣੇ ਬੈਂਚਮਾਰਕ ਤੋਂ ਘੱਟ ਗੁਆ ਦਿੱਤਾ ਹੈ। ਇਸ ਲਈ, ਆਮ ਤੌਰ 'ਤੇ, ਨਿਵੇਸ਼ਕਾਂ ਨੂੰ ਇੱਕ ਅਜਿਹੇ ਫੰਡ ਲਈ ਜਾਣਾ ਚਾਹੀਦਾ ਹੈ ਜਿਸ ਵਿੱਚ ਘੱਟ ਨਨੁਕਸਾਨ ਕੈਪਚਰ ਅਨੁਪਾਤ ਅਤੇ ਉੱਚ ਅੱਪਸਾਈਡ ਕੈਪਚਰ ਅਨੁਪਾਤ ਹੋਵੇ।

ਸਰਬੋਤਮ ਇਕੁਇਟੀ ਮਿਉਚੁਅਲ ਫੰਡ 2022

ਉਪਰੋਕਤ ਮਾਪਦੰਡਾਂ ਨੂੰ ਧਿਆਨ ਵਿੱਚ ਰੱਖਦੇ ਹੋਏ, ਅਸੀਂ 2022 ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਕੁਝ ਵਧੀਆ ਇਕੁਇਟੀ ਫੰਡਾਂ ਨੂੰ ਸ਼ਾਰਟਲਿਸਟ ਕੀਤਾ ਹੈ।

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2024 (%)
SBI PSU Fund Growth ₹29.8331
↓ -0.02
₹4,149-3.4-12.11.829.932.123.5
HDFC Infrastructure Fund Growth ₹43.488
↑ 0.25
₹2,105-7.4-13.22.728.937.623
Invesco India PSU Equity Fund Growth ₹57.27
↑ 0.03
₹1,047-5.7-14.7128.23125.6
ICICI Prudential Infrastructure Fund Growth ₹177.92
↑ 0.49
₹6,886-5.5-12.25.128.141.227.4
Nippon India Power and Infra Fund Growth ₹317.396
↑ 2.06
₹6,125-9.9-16.60.527.538.126.9
Motilal Oswal Midcap 30 Fund  Growth ₹92.8778
↑ 1.53
₹23,704-18.6-14.615.227.537.857.1
Franklin Build India Fund Growth ₹128.991
↑ 0.70
₹2,406-8-12.34.326.536.827.8
Franklin India Opportunities Fund Growth ₹227.72
↑ 2.21
₹5,517-10.8-11.912.726.434.937.3
IDFC Infrastructure Fund Growth ₹46.073
↑ 0.20
₹1,400-12.1-18.23.225.838.639.3
DSP BlackRock India T.I.G.E.R Fund Growth ₹284.954
↑ 1.63
₹4,465-12.8-18.64.425.436.932.4
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Apr 25

1. SBI PSU Fund

The objective of the scheme would be to provide investors with opportunities for long-term growth in capital along with the liquidity of an open-ended scheme through an active management of investments in a diversified basket of equity stocks of domestic Public Sector Undertakings and in debt and money market instruments issued by PSUs AND others.

SBI PSU Fund is a Equity - Sectoral fund was launched on 7 Jul 10. It is a fund with High risk and has given a CAGR/Annualized return of 7.7% since its launch.  Ranked 31 in Sectoral category.  Return for 2024 was 23.5% , 2023 was 54% and 2022 was 29% .

Below is the key information for SBI PSU Fund

SBI PSU Fund
Growth
Launch Date 7 Jul 10
NAV (02 Apr 25) ₹29.8331 ↓ -0.02   (-0.06 %)
Net Assets (Cr) ₹4,149 on 28 Feb 25
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.3
Sharpe Ratio -0.57
Information Ratio -0.1
Alpha Ratio 3.02
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 Mar 20₹10,000
31 Mar 21₹13,883
31 Mar 22₹17,382
31 Mar 23₹19,831
31 Mar 24₹37,078
31 Mar 25₹39,285

SBI PSU Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹673,113.
Net Profit of ₹373,113
Invest Now

Returns for SBI PSU Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Apr 25

DurationReturns
1 Month 12.6%
3 Month -3.4%
6 Month -12.1%
1 Year 1.8%
3 Year 29.9%
5 Year 32.1%
10 Year
15 Year
Since launch 7.7%
Historical performance (Yearly) on absolute basis
YearReturns
2024 23.5%
2023 54%
2022 29%
2021 32.4%
2020 -10%
2019 6%
2018 -23.8%
2017 21.9%
2016 16.2%
2015 -11.1%
Fund Manager information for SBI PSU Fund
NameSinceTenure
Rohit Shimpi1 Jun 240.75 Yr.

Data below for SBI PSU Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services35.9%
Utility24.13%
Energy17.02%
Industrials10.67%
Basic Materials6.34%
Asset Allocation
Asset ClassValue
Cash5.81%
Equity94.07%
Debt0.12%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
State Bank of India (Financial Services)
Equity, Since 31 Jul 10 | SBIN
14%₹591 Cr8,577,500
GAIL (India) Ltd (Utilities)
Equity, Since 31 May 24 | 532155
9%₹380 Cr24,350,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Jul 10 | 532898
9%₹380 Cr15,135,554
↑ 950,000
Bharat Electronics Ltd (Industrials)
Equity, Since 30 Jun 24 | BEL
8%₹334 Cr13,575,000
↑ 800,000
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 24 | 500547
6%₹230 Cr9,700,000
NMDC Ltd (Basic Materials)
Equity, Since 31 Oct 23 | 526371
4%₹174 Cr27,900,000
NTPC Ltd (Utilities)
Equity, Since 31 Jul 10 | 532555
4%₹170 Cr5,443,244
Bank of Baroda (Financial Services)
Equity, Since 31 Aug 24 | 532134
4%₹154 Cr7,800,000
General Insurance Corp of India (Financial Services)
Equity, Since 31 May 24 | GICRE
4%₹153 Cr4,150,000
↑ 550,000
SBI Cards and Payment Services Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Oct 24 | SBICARD
3%₹138 Cr1,650,000

2. HDFC Infrastructure Fund

To seek long-term capital appreciation by investing predominantly in equity and equity related securities of companies engaged in or expected to benefit from growth and development of infrastructure.

HDFC Infrastructure Fund is a Equity - Sectoral fund was launched on 10 Mar 08. It is a fund with High risk and has given a CAGR/Annualized return of since its launch.  Ranked 26 in Sectoral category.  Return for 2024 was 23% , 2023 was 55.4% and 2022 was 19.3% .

Below is the key information for HDFC Infrastructure Fund

HDFC Infrastructure Fund
Growth
Launch Date 10 Mar 08
NAV (02 Apr 25) ₹43.488 ↑ 0.25   (0.58 %)
Net Assets (Cr) ₹2,105 on 28 Feb 25
Category Equity - Sectoral
AMC HDFC Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.31
Sharpe Ratio -0.55
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 300
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹17,356
31 Mar 22₹21,727
31 Mar 23₹25,279
31 Mar 24₹45,346
31 Mar 25₹47,548

HDFC Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹756,118.
Net Profit of ₹456,118
Invest Now

Returns for HDFC 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 2 Apr 25

DurationReturns
1 Month 9.8%
3 Month -7.4%
6 Month -13.2%
1 Year 2.7%
3 Year 28.9%
5 Year 37.6%
10 Year
15 Year
Since launch
Historical performance (Yearly) on absolute basis
YearReturns
2024 23%
2023 55.4%
2022 19.3%
2021 43.2%
2020 -7.5%
2019 -3.4%
2018 -29%
2017 43.3%
2016 -1.9%
2015 -2.5%
Fund Manager information for HDFC Infrastructure Fund
NameSinceTenure
Srinivasan Ramamurthy12 Jan 241.13 Yr.
Dhruv Muchhal22 Jun 231.69 Yr.

Data below for HDFC Infrastructure Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Industrials38.42%
Financial Services20.62%
Basic Materials10.93%
Utility7.4%
Energy6.96%
Communication Services3.76%
Health Care1.73%
Technology0.98%
Real Estate0.94%
Consumer Cyclical0.58%
Asset Allocation
Asset ClassValue
Cash6.48%
Equity92.31%
Debt1.21%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK
7%₹157 Cr1,300,000
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 23 | HDFCBANK
6%₹121 Cr700,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 12 | LT
6%₹120 Cr380,000
↑ 30,000
J Kumar Infraprojects Ltd (Industrials)
Equity, Since 31 Oct 15 | JKIL
5%₹98 Cr1,450,000
↓ -50,000
NTPC Ltd (Utilities)
Equity, Since 31 Dec 17 | 532555
3%₹69 Cr2,200,000
InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Dec 21 | INDIGO
3%₹67 Cr150,000
Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Jan 23 | KPIL
3%₹67 Cr758,285
Coal India Ltd (Energy)
Equity, Since 31 Oct 18 | COALINDIA
3%₹63 Cr1,700,000
Reliance Industries Ltd (Energy)
Equity, Since 31 May 24 | RELIANCE
3%₹60 Cr500,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 20 | BHARTIARTL
3%₹55 Cr350,000
↓ -50,000

3. Invesco India PSU Equity Fund

To generate capital appreciation by investing in Equity and Equity Related Instruments of companies where the Central / State Government(s) has majority shareholding or management control or has powers to appoint majority of directors. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Invesco India PSU Equity Fund is a Equity - Sectoral fund was launched on 18 Nov 09. It is a fund with High risk and has given a CAGR/Annualized return of 12% since its launch.  Ranked 33 in Sectoral category.  Return for 2024 was 25.6% , 2023 was 54.5% and 2022 was 20.5% .

Below is the key information for Invesco India PSU Equity Fund

Invesco India PSU Equity Fund
Growth
Launch Date 18 Nov 09
NAV (02 Apr 25) ₹57.27 ↑ 0.03   (0.05 %)
Net Assets (Cr) ₹1,047 on 28 Feb 25
Category Equity - Sectoral
AMC Invesco Asset Management (India) Private Ltd
Rating
Risk High
Expense Ratio 2.39
Sharpe Ratio -0.67
Information Ratio -0.53
Alpha Ratio 0.52
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 Mar 20₹10,000
31 Mar 21₹14,149
31 Mar 22₹17,370
31 Mar 23₹19,711
31 Mar 24₹36,141
31 Mar 25₹37,811

Invesco India PSU 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 ₹642,208.
Net Profit of ₹342,208
Invest Now

Returns for Invesco India PSU 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 2 Apr 25

DurationReturns
1 Month 16%
3 Month -5.7%
6 Month -14.7%
1 Year 1%
3 Year 28.2%
5 Year 31%
10 Year
15 Year
Since launch 12%
Historical performance (Yearly) on absolute basis
YearReturns
2024 25.6%
2023 54.5%
2022 20.5%
2021 31.1%
2020 6.1%
2019 10.1%
2018 -16.9%
2017 24.3%
2016 17.9%
2015 2.5%
Fund Manager information for Invesco India PSU Equity Fund
NameSinceTenure
Dhimant Kothari19 May 204.79 Yr.

Data below for Invesco India PSU Equity Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Industrials27.81%
Utility24.59%
Financial Services21.69%
Energy18.38%
Basic Materials6.48%
Asset Allocation
Asset ClassValue
Cash1.06%
Equity98.94%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Mar 17 | BEL
9%₹96 Cr3,894,619
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 22 | 532898
9%₹90 Cr3,599,413
State Bank of India (Financial Services)
Equity, Since 28 Feb 21 | SBIN
8%₹86 Cr1,251,543
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 18 | 500547
8%₹82 Cr3,445,961
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Aug 24 | 500312
6%₹65 Cr2,868,783
Hindustan Aeronautics Ltd Ordinary Shares (Industrials)
Equity, Since 31 May 22 | HAL
5%₹54 Cr175,355
↑ 22,180
NTPC Green Energy Ltd (Utilities)
Equity, Since 30 Nov 24 | NTPCGREEN
5%₹52 Cr5,911,723
NTPC Ltd (Utilities)
Equity, Since 31 May 19 | 532555
5%₹49 Cr1,570,631
National Aluminium Co Ltd (Basic Materials)
Equity, Since 31 Aug 24 | 532234
4%₹46 Cr2,604,332
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Nov 23 | HINDPETRO
4%₹46 Cr1,564,169

4. ICICI Prudential Infrastructure Fund

To generate capital appreciation and income distribution to unit holders by investing predominantly in equity/equity related securities of the companies belonging to the infrastructure development and balance in debt securities and money market instruments.

ICICI Prudential Infrastructure Fund is a Equity - Sectoral fund was launched on 31 Aug 05. It is a fund with High risk and has given a CAGR/Annualized return of 15.8% since its launch.  Ranked 27 in Sectoral category.  Return for 2024 was 27.4% , 2023 was 44.6% and 2022 was 28.8% .

Below is the key information for ICICI Prudential Infrastructure Fund

ICICI Prudential Infrastructure Fund
Growth
Launch Date 31 Aug 05
NAV (02 Apr 25) ₹177.92 ↑ 0.49   (0.28 %)
Net Assets (Cr) ₹6,886 on 28 Feb 25
Category Equity - Sectoral
AMC ICICI Prudential Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.22
Sharpe Ratio -0.25
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹18,670
31 Mar 22₹25,304
31 Mar 23₹30,899
31 Mar 24₹50,465
31 Mar 25₹54,540

ICICI Prudential Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹828,779.
Net Profit of ₹528,779
Invest Now

Returns for ICICI Prudential 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 2 Apr 25

DurationReturns
1 Month 8.8%
3 Month -5.5%
6 Month -12.2%
1 Year 5.1%
3 Year 28.1%
5 Year 41.2%
10 Year
15 Year
Since launch 15.8%
Historical performance (Yearly) on absolute basis
YearReturns
2024 27.4%
2023 44.6%
2022 28.8%
2021 50.1%
2020 3.6%
2019 2.6%
2018 -14%
2017 40.8%
2016 2%
2015 -3.4%
Fund Manager information for ICICI Prudential Infrastructure Fund
NameSinceTenure
Ihab Dalwai3 Jun 177.75 Yr.
Sharmila D’mello30 Jun 222.67 Yr.

Data below for ICICI Prudential Infrastructure Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Industrials36.49%
Basic Materials21.39%
Financial Services16.91%
Utility8.65%
Energy7.09%
Communication Services1.63%
Consumer Cyclical0.89%
Real Estate0.35%
Asset Allocation
Asset ClassValue
Cash5.98%
Equity93.39%
Debt0.62%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 09 | LT
9%₹649 Cr2,052,790
↑ 126,940
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 May 24 | ADANIPORTS
4%₹288 Cr2,695,324
Shree Cement Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 500387
4%₹268 Cr98,408
↓ -10,339
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 16 | ICICIBANK
3%₹240 Cr1,990,000
NTPC Ltd (Utilities)
Equity, Since 29 Feb 16 | 532555
3%₹226 Cr7,260,775
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 22 | HDFCBANK
3%₹212 Cr1,225,000
NCC Ltd (Industrials)
Equity, Since 31 Aug 21 | NCC
3%₹210 Cr12,006,117
↑ 1,500,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Jul 23 | RELIANCE
3%₹205 Cr1,709,486
↑ 100,000
Vedanta Ltd (Basic Materials)
Equity, Since 31 Jul 24 | 500295
3%₹194 Cr4,923,662
↑ 100,000
Cummins India Ltd (Industrials)
Equity, Since 31 May 17 | 500480
3%₹173 Cr635,000

5. Nippon India Power and Infra Fund

(Erstwhile Reliance Diversified Power Sector Fund)

The primary investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of companies in the power sector.

Nippon India Power and Infra Fund is a Equity - Sectoral fund was launched on 8 May 04. It is a fund with High risk and has given a CAGR/Annualized return of 18% since its launch.  Ranked 13 in Sectoral category.  Return for 2024 was 26.9% , 2023 was 58% and 2022 was 10.9% .

Below is the key information for Nippon India Power and Infra Fund

Nippon India Power and Infra Fund
Growth
Launch Date 8 May 04
NAV (02 Apr 25) ₹317.396 ↑ 2.06   (0.65 %)
Net Assets (Cr) ₹6,125 on 28 Feb 25
Category Equity - Sectoral
AMC Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 2.05
Sharpe Ratio -0.55
Information Ratio 1.03
Alpha Ratio 1.38
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹18,563
31 Mar 22₹23,186
31 Mar 23₹26,891
31 Mar 24₹47,550
31 Mar 25₹48,861

Nippon India Power and Infra Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹773,746.
Net Profit of ₹473,746
Invest Now

Returns for Nippon India Power and Infra Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Apr 25

DurationReturns
1 Month 11.7%
3 Month -9.9%
6 Month -16.6%
1 Year 0.5%
3 Year 27.5%
5 Year 38.1%
10 Year
15 Year
Since launch 18%
Historical performance (Yearly) on absolute basis
YearReturns
2024 26.9%
2023 58%
2022 10.9%
2021 48.9%
2020 10.8%
2019 -2.9%
2018 -21.1%
2017 61.7%
2016 0.1%
2015 0.3%
Fund Manager information for Nippon India Power and Infra Fund
NameSinceTenure
Kinjal Desai25 May 186.77 Yr.
Rahul Modi19 Aug 240.53 Yr.

Data below for Nippon India Power and Infra Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Industrials40.77%
Utility19.49%
Energy9.09%
Basic Materials9.08%
Communication Services8.44%
Real Estate3.99%
Technology2.14%
Health Care2.08%
Consumer Cyclical1.96%
Financial Services1.78%
Asset Allocation
Asset ClassValue
Cash1.18%
Equity98.82%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE
8%₹480 Cr4,000,000
↑ 250,000
NTPC Ltd (Utilities)
Equity, Since 31 May 09 | 532555
8%₹480 Cr15,400,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 07 | LT
8%₹472 Cr1,492,001
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 18 | BHARTIARTL
7%₹408 Cr2,600,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | 532538
4%₹243 Cr240,038
Tata Power Co Ltd (Utilities)
Equity, Since 30 Apr 23 | 500400
4%₹237 Cr6,975,789
↑ 500,000
Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Nov 22 | KAYNES
3%₹176 Cr423,938
Siemens Ltd (Industrials)
Equity, Since 31 May 21 | 500550
3%₹162 Cr350,000
CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 30 Sep 24 | 500093
2%₹151 Cr2,632,923
↑ 80,000
Carborundum Universal Ltd (Industrials)
Equity, Since 30 Sep 23 | CARBORUNIV
2%₹150 Cr1,800,000

6. Motilal Oswal Midcap 30 Fund 

(Erstwhile Motilal Oswal MOSt Focused Midcap 30 Fund)

The investment objective of the Scheme is to achieve long term capital appreciation by investing in a maximum of 30 quality mid-cap companies having long-term competitive advantages and potential for growth. However, there can be no assurance or guarantee that the investment objective of the Scheme would be achieved.

Motilal Oswal Midcap 30 Fund  is a Equity - Mid Cap fund was launched on 24 Feb 14. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 22.2% since its launch.  Ranked 27 in Mid Cap category.  Return for 2024 was 57.1% , 2023 was 41.7% and 2022 was 10.7% .

Below is the key information for Motilal Oswal Midcap 30 Fund 

Motilal Oswal Midcap 30 Fund 
Growth
Launch Date 24 Feb 14
NAV (02 Apr 25) ₹92.8778 ↑ 1.53   (1.68 %)
Net Assets (Cr) ₹23,704 on 28 Feb 25
Category Equity - Mid Cap
AMC Motilal Oswal Asset Management Co. Ltd
Rating
Risk Moderately High
Expense Ratio 0.66
Sharpe Ratio 0.43
Information Ratio 0.72
Alpha Ratio 16.87
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 Mar 20₹10,000
31 Mar 21₹16,888
31 Mar 22₹23,342
31 Mar 23₹25,677
31 Mar 24₹41,172
31 Mar 25₹48,151

Motilal Oswal Midcap 30 Fund  SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹756,118.
Net Profit of ₹456,118
Invest Now

Returns for Motilal Oswal Midcap 30 Fund 

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Apr 25

DurationReturns
1 Month 4.7%
3 Month -18.6%
6 Month -14.6%
1 Year 15.2%
3 Year 27.5%
5 Year 37.8%
10 Year
15 Year
Since launch 22.2%
Historical performance (Yearly) on absolute basis
YearReturns
2024 57.1%
2023 41.7%
2022 10.7%
2021 55.8%
2020 9.3%
2019 9.7%
2018 -12.7%
2017 30.8%
2016 5.2%
2015 16.5%
Fund Manager information for Motilal Oswal Midcap 30 Fund 
NameSinceTenure
Ajay Khandelwal1 Oct 240.41 Yr.
Niket Shah1 Jul 204.67 Yr.
Rakesh Shetty22 Nov 222.27 Yr.
Sunil Sawant1 Jul 240.67 Yr.

Data below for Motilal Oswal Midcap 30 Fund  as on 28 Feb 25

Equity Sector Allocation
SectorValue
Technology34.02%
Consumer Cyclical16.09%
Industrials11.09%
Health Care5%
Communication Services3.44%
Real Estate2.8%
Basic Materials2.32%
Utility2.06%
Financial Services0.09%
Asset Allocation
Asset ClassValue
Cash28.33%
Equity71.67%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Coforge Ltd (Technology)
Equity, Since 31 Mar 23 | COFORGE
10%₹2,349 Cr3,190,000
↑ 340,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jan 23 | PERSISTENT
10%₹2,254 Cr4,249,800
↑ 249,800
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | KALYANKJIL
7%₹1,619 Cr35,027,075
↑ 26,975
Dixon Technologies (India) Ltd (Technology)
Equity, Since 31 Mar 23 | DIXON
7%₹1,581 Cr1,134,324
↑ 134,324
Max Healthcare Institute Ltd Ordinary Shares (Healthcare)
Equity, Since 31 Mar 24 | MAXHEALTH
4%₹975 Cr9,969,361
↑ 1,913,231
One97 Communications Ltd (Technology)
Equity, Since 30 Sep 24 | 543396
4%₹934 Cr13,066,359
↑ 3,065,359
Trent Ltd (Consumer Cyclical)
Equity, Since 30 Nov 24 | 500251
4%₹873 Cr1,800,000
↓ -820,200
Polycab India Ltd (Industrials)
Equity, Since 30 Sep 23 | POLYCAB
3%₹825 Cr1,750,000
↓ -100,000
Bharti Hexacom Ltd (Communication Services)
Equity, Since 31 Oct 24 | BHARTIHEXA
3%₹815 Cr6,250,000
↑ 174,429
KEI Industries Ltd (Industrials)
Equity, Since 30 Nov 24 | KEI
3%₹768 Cr2,500,000
↑ 1,250,000

7. 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 17.8% 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 (02 Apr 25) ₹128.991 ↑ 0.70   (0.55 %)
Net Assets (Cr) ₹2,406 on 28 Feb 25
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.13
Sharpe Ratio -0.41
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)

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹18,042
31 Mar 22₹22,684
31 Mar 23₹25,531
31 Mar 24₹43,699
31 Mar 25₹46,685

Franklin Build India Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹738,840.
Net Profit of ₹438,840
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 2 Apr 25

DurationReturns
1 Month 9.4%
3 Month -8%
6 Month -12.3%
1 Year 4.3%
3 Year 26.5%
5 Year 36.8%
10 Year
15 Year
Since launch 17.8%
Historical performance (Yearly) on absolute basis
YearReturns
2024 27.8%
2023 51.1%
2022 11.2%
2021 45.9%
2020 5.4%
2019 6%
2018 -10.7%
2017 43.3%
2016 8.4%
2015 2.1%
Fund Manager information for Franklin Build India Fund
NameSinceTenure
Ajay Argal18 Oct 213.37 Yr.
Kiran Sebastian7 Feb 223.06 Yr.
Sandeep Manam18 Oct 213.37 Yr.

Data below for Franklin Build India Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Industrials35.61%
Utility12.65%
Financial Services11.45%
Energy11.44%
Communication Services8.02%
Basic Materials7.35%
Real Estate3.12%
Consumer Cyclical2.86%
Technology1.72%
Asset Allocation
Asset ClassValue
Cash5.78%
Equity94.22%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
9%₹228 Cr720,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK
6%₹144 Cr1,200,000
InterGlobe Aviation Ltd (Industrials)
Equity, Since 29 Feb 20 | INDIGO
6%₹134 Cr300,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 532555
5%₹128 Cr4,125,000
↑ 195,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
5%₹126 Cr1,050,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | 500312
5%₹113 Cr5,000,000
↑ 500,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL
5%₹111 Cr710,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 532215
4%₹91 Cr900,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | 532898
4%₹84 Cr3,365,000
Tata Power Co Ltd (Utilities)
Equity, Since 31 Jan 25 | 500400
3%₹68 Cr2,000,000
↑ 545,843

8. Franklin India Opportunities Fund

The investment objective of Franklin India Opportunities Fund (FIOF) is to generate capital appreciation by capitalizing on the long-term growth opportunities in the Indian economy.

Franklin India Opportunities Fund is a Equity - Sectoral fund was launched on 21 Feb 00. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 13.3% since its launch.  Ranked 47 in Sectoral category.  Return for 2024 was 37.3% , 2023 was 53.6% and 2022 was -1.9% .

Below is the key information for Franklin India Opportunities Fund

Franklin India Opportunities Fund
Growth
Launch Date 21 Feb 00
NAV (02 Apr 25) ₹227.72 ↑ 2.21   (0.98 %)
Net Assets (Cr) ₹5,517 on 28 Feb 25
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk Moderately High
Expense Ratio 2.12
Sharpe Ratio 0.12
Information Ratio 1.45
Alpha Ratio 8.88
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 Mar 20₹10,000
31 Mar 21₹18,903
31 Mar 22₹21,132
31 Mar 23₹23,026
31 Mar 24₹37,539
31 Mar 25₹43,201

Franklin India Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹705,310.
Net Profit of ₹405,310
Invest Now

Returns for Franklin India 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 2 Apr 25

DurationReturns
1 Month 7%
3 Month -10.8%
6 Month -11.9%
1 Year 12.7%
3 Year 26.4%
5 Year 34.9%
10 Year
15 Year
Since launch 13.3%
Historical performance (Yearly) on absolute basis
YearReturns
2024 37.3%
2023 53.6%
2022 -1.9%
2021 29.7%
2020 27.3%
2019 5.4%
2018 -10.1%
2017 35.6%
2016 4.2%
2015 2.3%
Fund Manager information for Franklin India Opportunities Fund
NameSinceTenure
Kiran Sebastian7 Feb 223.06 Yr.
R. Janakiraman1 Apr 1311.92 Yr.
Sandeep Manam18 Oct 213.37 Yr.

Data below for Franklin India Opportunities Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Consumer Cyclical19.47%
Financial Services13.37%
Health Care11.56%
Communication Services9.09%
Basic Materials8.49%
Technology7.97%
Industrials6.9%
Energy4.32%
Consumer Defensive3.74%
Real Estate2.22%
Utility1.37%
Asset Allocation
Asset ClassValue
Cash8.98%
Equity91.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 24 | HDFCBANK
5%₹301 Cr1,735,296
↑ 676,365
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 22 | RELIANCE
4%₹238 Cr1,987,098
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 24 | BHARTIARTL
4%₹211 Cr1,342,233
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | M&M
3%₹165 Cr637,966
Mphasis Ltd (Technology)
Equity, Since 30 Nov 24 | 526299
3%₹160 Cr710,533
Lemon Tree Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | LEMONTREE
3%₹156 Cr12,833,401
Info Edge (India) Ltd (Communication Services)
Equity, Since 31 Jul 24 | NAUKRI
3%₹151 Cr216,138
APL Apollo Tubes Ltd (Basic Materials)
Equity, Since 31 Oct 24 | APLAPOLLO
3%₹144 Cr998,385
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 543320
3%₹142 Cr6,398,413
CE Info Systems Ltd (Technology)
Equity, Since 31 Mar 24 | 543425
3%₹139 Cr835,883
↑ 76,164

9. 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 11.5% 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 (02 Apr 25) ₹46.073 ↑ 0.20   (0.43 %)
Net Assets (Cr) ₹1,400 on 28 Feb 25
Category Equity - Sectoral
AMC IDFC Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.33
Sharpe Ratio -0.3
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 Mar 20₹10,000
31 Mar 21₹20,153
31 Mar 22₹24,848
31 Mar 23₹27,324
31 Mar 24₹47,064
31 Mar 25₹50,038

IDFC Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹773,746.
Net Profit of ₹473,746
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 2 Apr 25

DurationReturns
1 Month 13%
3 Month -12.1%
6 Month -18.2%
1 Year 3.2%
3 Year 25.8%
5 Year 38.6%
10 Year
15 Year
Since launch 11.5%
Historical performance (Yearly) on absolute basis
YearReturns
2024 39.3%
2023 50.3%
2022 1.7%
2021 64.8%
2020 6.3%
2019 -5.3%
2018 -25.9%
2017 58.7%
2016 10.7%
2015 -0.2%
Fund Manager information for IDFC Infrastructure Fund
NameSinceTenure
Vishal Biraia24 Jan 241.1 Yr.
Ritika Behera7 Oct 231.4 Yr.
Gaurav Satra7 Jun 240.73 Yr.

Data below for IDFC Infrastructure Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Industrials54.7%
Utility13.22%
Basic Materials10.84%
Communication Services4.49%
Energy3.88%
Consumer Cyclical3.46%
Financial Services2.99%
Technology2.07%
Health Care1.9%
Asset Allocation
Asset ClassValue
Cash2.43%
Equity97.57%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Dec 17 | KIRLOSBROS
5%₹71 Cr443,385
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
4%₹58 Cr183,173
↑ 11,726
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 24 | RELIANCE
4%₹54 Cr452,706
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL
4%₹52 Cr330,018
↑ 40,855
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | 532538
4%₹51 Cr50,452
↑ 3,476
GPT Infraprojects Ltd (Industrials)
Equity, Since 30 Nov 17 | GPTINFRA
3%₹45 Cr4,797,143
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 Dec 23 | ADANIPORTS
3%₹39 Cr365,137
↓ -69,842
PTC India Financial Services Ltd (Financial Services)
Equity, Since 31 Dec 23 | PFS
3%₹39 Cr12,400,122
Bharat Electronics Ltd (Industrials)
Equity, Since 31 Oct 19 | BEL
3%₹35 Cr1,431,700
KEC International Ltd (Industrials)
Equity, Since 30 Jun 24 | 532714
3%₹35 Cr512,915

10. DSP BlackRock India T.I.G.E.R Fund

To generate capital appreciation, from a portfolio that is substantially constituted of equity securities and equity related securities of corporates, which could benefit from structural changes brought about by continuing liberalization in economic policies by the government and/or continuing investments in infrastructure, both by the public and private sector.

DSP BlackRock India T.I.G.E.R Fund is a Equity - Sectoral fund was launched on 11 Jun 04. It is a fund with High risk and has given a CAGR/Annualized return of 17.5% since its launch.  Ranked 12 in Sectoral category.  Return for 2024 was 32.4% , 2023 was 49% and 2022 was 13.9% .

Below is the key information for DSP BlackRock India T.I.G.E.R Fund

DSP BlackRock India T.I.G.E.R Fund
Growth
Launch Date 11 Jun 04
NAV (02 Apr 25) ₹284.954 ↑ 1.63   (0.57 %)
Net Assets (Cr) ₹4,465 on 28 Feb 25
Category Equity - Sectoral
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 2.24
Sharpe Ratio -0.22
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹18,218
31 Mar 22₹23,467
31 Mar 23₹26,460
31 Mar 24₹43,618
31 Mar 25₹46,898

DSP BlackRock India T.I.G.E.R Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹738,840.
Net Profit of ₹438,840
Invest Now

Returns for DSP BlackRock India T.I.G.E.R Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Apr 25

DurationReturns
1 Month 10.1%
3 Month -12.8%
6 Month -18.6%
1 Year 4.4%
3 Year 25.4%
5 Year 36.9%
10 Year
15 Year
Since launch 17.5%
Historical performance (Yearly) on absolute basis
YearReturns
2024 32.4%
2023 49%
2022 13.9%
2021 51.6%
2020 2.7%
2019 6.7%
2018 -17.2%
2017 47%
2016 4.1%
2015 0.7%
Fund Manager information for DSP BlackRock India T.I.G.E.R Fund
NameSinceTenure
Rohit Singhania21 Jun 1014.7 Yr.

Data below for DSP BlackRock India T.I.G.E.R Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Industrials31%
Basic Materials14.85%
Consumer Cyclical7.91%
Utility6.95%
Energy5.73%
Financial Services5.59%
Communication Services3.89%
Health Care3.66%
Technology2.56%
Real Estate1.49%
Consumer Defensive1.45%
Asset Allocation
Asset ClassValue
Cash14.93%
Equity85.07%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
NTPC Ltd (Utilities)
Equity, Since 30 Nov 17 | 532555
5%₹223 Cr7,145,883
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Jun 04 | LT
4%₹177 Cr559,286
↓ -32,099
Siemens Ltd (Industrials)
Equity, Since 30 Nov 18 | 500550
4%₹171 Cr369,482
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | BHARTIARTL
4%₹170 Cr1,080,606
Coal India Ltd (Energy)
Equity, Since 31 Dec 23 | COALINDIA
3%₹123 Cr3,321,453
Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Jan 22 | KPIL
2%₹92 Cr1,045,339
↓ -114,092
Apollo Hospitals Enterprise Ltd (Healthcare)
Equity, Since 31 Dec 24 | APOLLOHOSP
2%₹91 Cr150,959
↑ 19,956
INOX India Ltd (Industrials)
Equity, Since 31 Dec 23 | INOXINDIA
2%₹90 Cr940,841
Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 31 Mar 23 | KIRLOSENG
2%₹87 Cr1,502,475
Welspun Corp Ltd (Basic Materials)
Equity, Since 30 Nov 23 | 532144
2%₹83 Cr1,129,878
↓ -193,415

Disclaimer:
ਇਹ ਯਕੀਨੀ ਬਣਾਉਣ ਲਈ ਸਾਰੇ ਯਤਨ ਕੀਤੇ ਗਏ ਹਨ ਕਿ ਇੱਥੇ ਦਿੱਤੀ ਗਈ ਜਾਣਕਾਰੀ ਸਹੀ ਹੈ। ਹਾਲਾਂਕਿ, ਡੇਟਾ ਦੀ ਸ਼ੁੱਧਤਾ ਬਾਰੇ ਕੋਈ ਗਾਰੰਟੀ ਨਹੀਂ ਦਿੱਤੀ ਗਈ ਹੈ। ਕਿਰਪਾ ਕਰਕੇ ਕੋਈ ਵੀ ਨਿਵੇਸ਼ ਕਰਨ ਤੋਂ ਪਹਿਲਾਂ ਸਕੀਮ ਜਾਣਕਾਰੀ ਦਸਤਾਵੇਜ਼ ਨਾਲ ਤਸਦੀਕ ਕਰੋ।
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