Table of Contents
2022 ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਸਰਬੋਤਮ ਮਲਟੀਕੈਪ ਮਿਉਚੁਅਲ ਫੰਡ
ਵਿਵਿਧ ਮਲਟੀਕੈਪ ਫੰਡ ਜਾਂ ਹੋਰ ਸਹੀ ਢੰਗ ਨਾਲ ਵਿਭਿੰਨਤਾਇਕੁਇਟੀ ਫੰਡ ਇਕੁਇਟੀ ਫੰਡਾਂ ਦੀ ਇੱਕ ਸ਼੍ਰੇਣੀ ਹੈ। ਨਿਵੇਸ਼ਕ ਉੱਚ-ਜੋਖਮ ਦੀ ਭੁੱਖ ਜੋ ਇਕੁਇਟੀ ਵਿਚ ਐਕਸਪੋਜ਼ਰ ਲੈਣਾ ਚਾਹੁੰਦੇ ਹਨ ਉਹ ਆਮ ਤੌਰ 'ਤੇ ਇਸ ਵੱਲ ਝੁਕਦੇ ਹਨਨਿਵੇਸ਼ ਵਿਭਿੰਨ ਮਲਟੀਕੈਪ ਫੰਡਾਂ ਵਿੱਚ।
ਜਿਵੇਂ ਕਿ, ਵਿਭਿੰਨ ਮਲਟੀਕੈਪ ਫੰਡ ਨਿਵੇਸ਼ ਕਰਦੇ ਹਨਬਜ਼ਾਰ ਕੈਪਸ ਜਿਵੇਂ ਕਿ - ਵੱਡੀ ਕੈਪ,ਮਿਡ-ਕੈਪ &ਛੋਟੀ ਕੈਪ, ਉਹ ਪੋਰਟਫੋਲੀਓ ਨੂੰ ਸੰਤੁਲਿਤ ਕਰਨ ਵਿੱਚ ਮਾਹਰ ਹਨ। ਸਭ ਤੋਂ ਵਧੀਆ ਵਿਭਿੰਨ ਮਲਟੀਕੈਪ ਇਕੁਇਟੀ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਕੇ, ਨਿਵੇਸ਼ਕ ਥੋੜ੍ਹਾ ਹੋਰ ਸਥਿਰ ਰਿਟਰਨ ਕਮਾ ਸਕਦੇ ਹਨ, ਹਾਲਾਂਕਿ, ਉਹ ਅਜੇ ਵੀ ਇੱਕ ਗੜਬੜ ਵਾਲੀ ਮਾਰਕੀਟ ਸਥਿਤੀ ਦੇ ਦੌਰਾਨ ਇਕੁਇਟੀ ਦੀ ਅਸਥਿਰਤਾ ਦੁਆਰਾ ਪ੍ਰਭਾਵਿਤ ਹੋਣਗੇ।
ਇੱਕ ਚੰਗੇ ਵਿਭਿੰਨਤਾ ਵਾਲੇ ਮਲਟੀਕੈਪ ਇਕੁਇਟੀ ਫੰਡ ਦੀ ਚੋਣ ਕਰਨ ਦੀ ਪ੍ਰਕਿਰਿਆ ਨੂੰ ਆਸਾਨ ਬਣਾਉਣ ਲਈ, ਅਸੀਂ ਚੋਟੀ ਦੇ 10 ਸਭ ਤੋਂ ਵਧੀਆ ਮਲਟੀ-ਕੈਪ ਇਕੁਇਟੀ ਫੰਡਾਂ ਨੂੰ ਸੂਚੀਬੱਧ ਕੀਤਾ ਹੈ - ਜੋ ਨਿਵੇਸ਼ਕ ਆਪਣੀ ਨਿਵੇਸ਼ ਯਾਤਰਾ ਦੌਰਾਨ ਧਿਆਨ ਵਿੱਚ ਰੱਖ ਸਕਦੇ ਹਨ।
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ਸਿਖਰ ਦੇ 10 ਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੇ ਵਿਭਿੰਨਤਾ ਵਾਲੇ ਮਲਟੀਕੈਪ ਮਿਉਚੁਅਲ ਫੰਡ 2022
Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) Parag Parikh Long Term Equity Fund Growth ₹79.0313
↑ 0.13 ₹82,441 3.1 10.6 30.2 15.3 24.5 36.6 Nippon India Multi Cap Fund Growth ₹282.256
↓ -1.37 ₹39,622 -0.7 9.2 35.1 22.6 24.5 38.1 Mahindra Badhat Yojana Growth ₹33.2765
↓ -0.06 ₹4,869 -3.9 8.3 30.1 15.5 23.9 34.2 JM Multicap Fund Growth ₹99.4337
↓ -0.89 ₹4,531 -5.6 4.6 40 23.5 23.5 40 Baroda Pioneer Multi Cap Fund Growth ₹278.471
↓ -1.90 ₹2,811 1.3 10.6 37.3 15.9 23 30.8 HDFC Equity Fund Growth ₹1,834.44
↓ -7.86 ₹66,225 1.2 12.2 37.5 21.6 22.9 30.6 Invesco India Multicap Fund Growth ₹126.76
↓ -0.39 ₹3,962 0.1 13.2 33.1 14.9 21.9 31.8 Franklin India Equity Fund Growth ₹1,559.25
↓ -5.71 ₹18,252 -3.4 7.1 29.7 16.5 21.9 30.8 ICICI Prudential Multicap Fund Growth ₹755.32
↓ -3.73 ₹14,691 -3.6 6.5 32.1 18.2 20.9 35.4 Principal Multi Cap Growth Fund Growth ₹358.267
↓ -1.90 ₹2,854 -4 5.2 26.2 13.9 20.5 31.1 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Nov 24 ਵਿਵਿਧ ਮਲਟੀਕੈਪ ਉਪਰੋਕਤ AUM/ਨੈੱਟ ਸੰਪਤੀਆਂ ਵਾਲੇ ਫੰਡ500 ਕਰੋੜ. 'ਤੇ ਛਾਂਟੀ ਕੀਤੀਪਿਛਲੇ 5 ਸਾਲਾਂ ਦੀ ਵਾਪਸੀ.
(Erstwhile Parag Parikh Long Term Value Fund) The investment objective of the scheme is to seek to generate long-term capital growth from an actively managed portfolio primarily of equity and equity related securities. Parag Parikh Long Term Equity Fund is a Equity - Multi Cap fund was launched on 24 May 13. It is a fund with Moderately High risk and has given a Below is the key information for Parag Parikh Long Term Equity Fund Returns up to 1 year are on (Erstwhile Reliance Equity Opportunities Fund) The primary investment objective of the scheme is to seek to generate capital appreciation & provide long-term growth opportunities by investing in a portfolio constituted of equity securities & equity related securities and the secondary objective is to generate consistent returns by investing in debt and money market securities. Nippon India Multi Cap Fund is a Equity - Multi Cap fund was launched on 28 Mar 05. It is a fund with Moderately High risk and has given a Below is the key information for Nippon India Multi Cap Fund Returns up to 1 year are on The investment objective of the Scheme is to provide medium to long term capital appreciation through appropriate diversification and taking low risk on business quality. The diversified portfolio would predominantly consist of equity and equity related securities including derivatives. However, there can be no assurance that the investment objective of the Scheme will be achieved. Mahindra Badhat Yojana is a Equity - Multi Cap fund was launched on 11 May 17. It is a fund with Moderately High risk and has given a Below is the key information for Mahindra Badhat Yojana Returns up to 1 year are on (Erstwhile JM Multi Strategy Fund) The investment objective of the Scheme is to provide capital appreciation by investing in equity and equity related securities using a combination of strategies. JM Multicap Fund is a Equity - Multi Cap fund was launched on 23 Sep 08. It is a fund with Moderately High risk and has given a Below is the key information for JM Multicap Fund Returns up to 1 year are on (Erstwhile Baroda Pioneer Growth Fund) To generate long term capital appreciation from an actively managed portfolio of equity & equity related instruments. Baroda Pioneer Multi Cap Fund is a Equity - Multi Cap fund was launched on 12 Sep 03. It is a fund with Moderately High risk and has given a Below is the key information for Baroda Pioneer Multi Cap Fund Returns up to 1 year are on Aims at providing capital appreciation through investments predominantly in equity oriented securities HDFC Equity Fund is a Equity - Multi Cap fund was launched on 1 Jan 95. It is a fund with Moderately High risk and has given a Below is the key information for HDFC Equity Fund Returns up to 1 year are on (Erstwhile Invesco India Mid N Small Cap Fund) The investment objective of the Scheme is to provide long term capital appreciation by investing in a portfolio that is predominantly constituted of equity and equity related instruments of mid and small cap companies. Invesco India Multicap Fund is a Equity - Multi Cap fund was launched on 17 Mar 08. It is a fund with Moderately High risk and has given a Below is the key information for Invesco India Multicap Fund Returns up to 1 year are on (Erstwhile Franklin India Prima Plus) The investment objective of Prima Plus is to provide growth of capital plus regular dividend through a diversified portfolio of equities, fixed income securities and money market instruments. Franklin India Equity Fund is a Equity - Multi Cap fund was launched on 29 Sep 94. It is a fund with Moderately High risk and has given a Below is the key information for Franklin India Equity Fund Returns up to 1 year are on To generate capital appreciation through investments in equity and equity related securities in core sectors and associated feeder industries. ICICI Prudential Multicap Fund is a Equity - Multi Cap fund was launched on 1 Oct 94. It is a fund with Moderately High risk and has given a Below is the key information for ICICI Prudential Multicap Fund Returns up to 1 year are on (Erstwhile Principal Growth Fund) The primary investment objective of the scheme is to achieve long-term capital appreciation. Principal Multi Cap Growth Fund is a Equity - Multi Cap fund was launched on 25 Oct 00. It is a fund with Moderately High risk and has given a Below is the key information for Principal Multi Cap Growth Fund Returns up to 1 year are on 1. Parag Parikh Long Term Equity Fund
CAGR/Annualized return of 19.7% since its launch. Ranked 34 in Multi Cap category. Return for 2023 was 36.6% , 2022 was -7.2% and 2021 was 45.5% . Parag Parikh Long Term Equity Fund
Growth Launch Date 24 May 13 NAV (14 Nov 24) ₹79.0313 ↑ 0.13 (0.17 %) Net Assets (Cr) ₹82,441 on 30 Sep 24 Category Equity - Multi Cap AMC PPFAS Asset Management Pvt. Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.4 Sharpe Ratio 3.76 Information Ratio -0.04 Alpha Ratio 10.47 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (2%),365-730 Days (1%),730 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Oct 19 ₹10,000 31 Oct 20 ₹11,848 31 Oct 21 ₹19,122 31 Oct 22 ₹18,499 31 Oct 23 ₹22,188 31 Oct 24 ₹30,155 Returns for Parag Parikh Long Term Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Nov 24 Duration Returns 1 Month -2.5% 3 Month 3.1% 6 Month 10.6% 1 Year 30.2% 3 Year 15.3% 5 Year 24.5% 10 Year 15 Year Since launch 19.7% Historical performance (Yearly) on absolute basis
Year Returns 2023 36.6% 2022 -7.2% 2021 45.5% 2020 32.3% 2019 14.4% 2018 -0.4% 2017 29.4% 2016 3.3% 2015 8.9% 2014 44.8% Fund Manager information for Parag Parikh Long Term Equity Fund
Name Since Tenure Raj Mehta 27 Jan 16 8.77 Yr. Rajeev Thakkar 24 May 13 11.45 Yr. Raunak Onkar 24 May 13 11.45 Yr. Rukun Tarachandani 16 May 22 2.47 Yr. Mansi Kariya 22 Dec 23 0.86 Yr. Data below for Parag Parikh Long Term Equity Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Financial Services 32.51% Technology 9.08% Consumer Cyclical 8.36% Utility 7.42% Communication Services 6.78% Energy 6.57% Consumer Defensive 5.64% Health Care 3.39% Basic Materials 0.26% Industrials 0.05% Real Estate 0.01% Asset Allocation
Asset Class Value Cash 19.56% Equity 79.51% Debt 0.93% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK8% ₹6,888 Cr 39,684,109
↑ 966,355 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Sep 21 | 5328987% ₹5,799 Cr 180,756,561
↑ 10,487,675 Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 31 Oct 16 | BAJAJHLDNG7% ₹5,461 Cr 5,328,201
↑ 51,665 Coal India Ltd (Energy)
Equity, Since 31 May 22 | COALINDIA6% ₹5,316 Cr 117,601,373
↑ 19,950,379 ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 20 | ITC6% ₹4,620 Cr 94,519,320
↑ 6,207,365 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 14 | ICICIBANK5% ₹4,354 Cr 33,693,059
↑ 600,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 22 | MARUTI4% ₹3,371 Cr 3,043,078 HCL Technologies Ltd (Technology)
Equity, Since 31 Jan 21 | HCLTECH4% ₹3,304 Cr 18,706,973 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | 5322154% ₹2,881 Cr 24,845,558
↑ 1,200,000 Meta Platforms Inc Class A (Communication Services)
Equity, Since 31 Jul 17 | META3% ₹2,821 Cr 591,056 2. Nippon India Multi Cap Fund
CAGR/Annualized return of 18.6% since its launch. Ranked 63 in Multi Cap category. Return for 2023 was 38.1% , 2022 was 14.1% and 2021 was 48.9% . Nippon India Multi Cap Fund
Growth Launch Date 28 Mar 05 NAV (18 Nov 24) ₹282.256 ↓ -1.37 (-0.48 %) Net Assets (Cr) ₹39,622 on 30 Sep 24 Category Equity - Multi Cap AMC Nippon Life Asset Management Ltd. Rating ☆☆ Risk Moderately High Expense Ratio 1.68 Sharpe Ratio 3.21 Information Ratio 1.38 Alpha Ratio 8.77 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Oct 19 ₹10,000 31 Oct 20 ₹8,272 31 Oct 21 ₹15,015 31 Oct 22 ₹17,341 31 Oct 23 ₹21,201 31 Oct 24 ₹30,265 Returns for Nippon India Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Nov 24 Duration Returns 1 Month -6.7% 3 Month -0.7% 6 Month 9.2% 1 Year 35.1% 3 Year 22.6% 5 Year 24.5% 10 Year 15 Year Since launch 18.6% Historical performance (Yearly) on absolute basis
Year Returns 2023 38.1% 2022 14.1% 2021 48.9% 2020 0% 2019 2.2% 2018 -2.2% 2017 40.9% 2016 -6.7% 2015 0.5% 2014 59.7% Fund Manager information for Nippon India Multi Cap Fund
Name Since Tenure Sailesh Raj Bhan 31 Mar 05 19.6 Yr. Ashutosh Bhargava 1 Sep 21 3.17 Yr. Kinjal Desai 25 May 18 6.44 Yr. Data below for Nippon India Multi Cap Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Financial Services 28.71% Industrials 18.78% Consumer Cyclical 17.01% Health Care 7.25% Technology 6% Basic Materials 5.31% Utility 5.09% Consumer Defensive 3.7% Energy 3.1% Communication Services 2.84% Real Estate 0.08% Asset Allocation
Asset Class Value Cash 1.99% Equity 98.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 10 | HDFCBANK6% ₹2,430 Cr 14,000,448 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK4% ₹1,548 Cr 11,981,360
↑ 764,005 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE3% ₹1,199 Cr 9,000,000
↑ 1,600,000 Linde India Ltd (Basic Materials)
Equity, Since 31 May 13 | 5234573% ₹1,167 Cr 1,524,539 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 15 | 5322153% ₹1,160 Cr 10,000,121
↑ 900,000 Infosys Ltd (Technology)
Equity, Since 30 Apr 09 | INFY3% ₹1,107 Cr 6,300,504 GE Vernova T&D India Ltd (Industrials)
Equity, Since 31 May 12 | 5222753% ₹1,021 Cr 5,716,917 Max Financial Services Ltd (Financial Services)
Equity, Since 31 Mar 12 | 5002712% ₹962 Cr 7,500,000 NTPC Ltd (Utilities)
Equity, Since 30 Jun 23 | 5325552% ₹939 Cr 23,000,000 EIH Ltd (Consumer Cyclical)
Equity, Since 31 Jul 14 | 5008402% ₹918 Cr 25,187,817 3. Mahindra Badhat Yojana
CAGR/Annualized return of 17.4% since its launch. Return for 2023 was 34.2% , 2022 was 1.6% and 2021 was 50.8% . Mahindra Badhat Yojana
Growth Launch Date 11 May 17 NAV (18 Nov 24) ₹33.2765 ↓ -0.06 (-0.18 %) Net Assets (Cr) ₹4,869 on 30 Sep 24 Category Equity - Multi Cap AMC Mahindra Asset Management Company Pvt. Ltd. Rating Risk Moderately High Expense Ratio 1.96 Sharpe Ratio 2.58 Information Ratio 0.18 Alpha Ratio 2.58 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Oct 19 ₹10,000 31 Oct 20 ₹10,090 31 Oct 21 ₹18,215 31 Oct 22 ₹18,430 31 Oct 23 ₹21,446 31 Oct 24 ₹30,103 Returns for Mahindra Badhat Yojana
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Nov 24 Duration Returns 1 Month -9% 3 Month -3.9% 6 Month 8.3% 1 Year 30.1% 3 Year 15.5% 5 Year 23.9% 10 Year 15 Year Since launch 17.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 34.2% 2022 1.6% 2021 50.8% 2020 16.6% 2019 13.8% 2018 -9.9% 2017 2016 2015 2014 Fund Manager information for Mahindra Badhat Yojana
Name Since Tenure Manish Lodha 21 Dec 20 3.87 Yr. Fatema Pacha 16 Oct 20 4.05 Yr. Data below for Mahindra Badhat Yojana as on 30 Sep 24
Equity Sector Allocation
Sector Value Financial Services 22.65% Consumer Cyclical 14.8% Industrials 12.8% Technology 11% Basic Materials 9.01% Consumer Defensive 8.2% Energy 5.95% Health Care 3.62% Utility 2.18% Communication Services 1.61% Real Estate 0.56% Asset Allocation
Asset Class Value Cash 7.61% Equity 92.39% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 24 | HDFCBANK6% ₹273 Cr 1,575,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 24 | RELIANCE4% ₹180 Cr 1,350,000 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Jun 24 | HINDUNILVR3% ₹127 Cr 504,000 PI Industries Ltd (Basic Materials)
Equity, Since 30 Jun 24 | PIIND3% ₹121 Cr 270,000 Persistent Systems Ltd (Technology)
Equity, Since 31 Dec 23 | PERSISTENT3% ₹121 Cr 225,000 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | 5002513% ₹119 Cr 166,500 Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Apr 23 | DIVISLAB2% ₹117 Cr 198,000
↑ 106,500 BSE Ltd (Financial Services)
Equity, Since 31 Oct 24 | BSE2% ₹102 Cr 229,500
↑ 229,500 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Aug 24 | INDIGO2% ₹102 Cr 252,000
↑ 58,500 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | MOTHERSON2% ₹94 Cr 5,220,000 4. JM Multicap Fund
CAGR/Annualized return of 15.3% since its launch. Ranked 16 in Multi Cap category. Return for 2023 was 40% , 2022 was 7.8% and 2021 was 32.9% . JM Multicap Fund
Growth Launch Date 23 Sep 08 NAV (18 Nov 24) ₹99.4337 ↓ -0.89 (-0.88 %) Net Assets (Cr) ₹4,531 on 30 Sep 24 Category Equity - Multi Cap AMC JM Financial Asset Management Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.17 Sharpe Ratio 3.21 Information Ratio 1.8 Alpha Ratio 13.45 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-60 Days (1%),60 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Oct 19 ₹10,000 31 Oct 20 ₹8,949 31 Oct 21 ₹14,858 31 Oct 22 ₹15,724 31 Oct 23 ₹19,376 31 Oct 24 ₹30,001 Returns for JM Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Nov 24 Duration Returns 1 Month -6.6% 3 Month -5.6% 6 Month 4.6% 1 Year 40% 3 Year 23.5% 5 Year 23.5% 10 Year 15 Year Since launch 15.3% Historical performance (Yearly) on absolute basis
Year Returns 2023 40% 2022 7.8% 2021 32.9% 2020 11.4% 2019 16.6% 2018 -5.4% 2017 39.5% 2016 10.5% 2015 -2.8% 2014 56% Fund Manager information for JM Multicap Fund
Name Since Tenure Satish Ramanathan 20 Aug 21 3.2 Yr. Asit Bhandarkar 1 Oct 24 0.08 Yr. Chaitanya Choksi 31 Dec 21 2.84 Yr. Ruchi Fozdar 4 Oct 24 0.08 Yr. Data below for JM Multicap Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Financial Services 23.4% Consumer Cyclical 12.39% Basic Materials 12.15% Industrials 11.85% Health Care 11.65% Technology 9.79% Consumer Defensive 5.5% Utility 4.54% Communication Services 2.83% Energy 1.57% Real Estate 0.66% Asset Allocation
Asset Class Value Cash 2.63% Equity 97.37% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | HDFCBANK6% ₹293 Cr 1,690,500 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 21 | ICICIBANK5% ₹248 Cr 1,920,800
↑ 350,000 State Bank of India (Financial Services)
Equity, Since 30 Nov 20 | SBIN4% ₹191 Cr 2,325,000
↑ 600,000 Infosys Ltd (Technology)
Equity, Since 30 Nov 20 | INFY4% ₹184 Cr 1,047,750
↑ 150,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 10 | LT3% ₹136 Cr 375,231 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Mar 24 | BHARTIARTL3% ₹134 Cr 828,335
↑ 428,335 Dr Reddy's Laboratories Ltd (Healthcare)
Equity, Since 31 Jul 24 | DRREDDY3% ₹129 Cr 1,012,038
↑ 34,428 ITC Ltd (Consumer Defensive)
Equity, Since 31 Aug 24 | ITC3% ₹120 Cr 2,456,000
↑ 456,000 CESC Ltd (Utilities)
Equity, Since 30 Nov 23 | CESC2% ₹108 Cr 5,711,774 Biocon Ltd (Healthcare)
Equity, Since 29 Feb 24 | BIOCON2% ₹104 Cr 3,295,318
↑ 1,065,318 5. Baroda Pioneer Multi Cap Fund
CAGR/Annualized return of 17.1% since its launch. Ranked 37 in Multi Cap category. Return for 2023 was 30.8% , 2022 was -3% and 2021 was 47.9% . Baroda Pioneer Multi Cap Fund
Growth Launch Date 12 Sep 03 NAV (18 Nov 24) ₹278.471 ↓ -1.90 (-0.68 %) Net Assets (Cr) ₹2,811 on 30 Sep 24 Category Equity - Multi Cap AMC Baroda Pioneer Asset Management Co. Ltd. Rating ☆☆☆ Risk Moderately High Expense Ratio 2.09 Sharpe Ratio 3.18 Information Ratio -0.1 Alpha Ratio 8.56 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Oct 19 ₹10,000 31 Oct 20 ₹9,932 31 Oct 21 ₹17,459 31 Oct 22 ₹17,318 31 Oct 23 ₹19,446 31 Oct 24 ₹28,967 Returns for Baroda Pioneer Multi Cap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Nov 24 Duration Returns 1 Month -5.9% 3 Month 1.3% 6 Month 10.6% 1 Year 37.3% 3 Year 15.9% 5 Year 23% 10 Year 15 Year Since launch 17.1% Historical performance (Yearly) on absolute basis
Year Returns 2023 30.8% 2022 -3% 2021 47.9% 2020 19.5% 2019 8.9% 2018 -11.9% 2017 36.8% 2016 2.3% 2015 -1.6% 2014 46.5% Fund Manager information for Baroda Pioneer Multi Cap Fund
Name Since Tenure Sanjay Chawla 1 Nov 15 9.01 Yr. Sandeep Jain 14 Mar 22 2.64 Yr. Data below for Baroda Pioneer Multi Cap Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Financial Services 22.5% Technology 15.61% Industrials 12.38% Consumer Cyclical 9.89% Health Care 8.26% Basic Materials 7.96% Consumer Defensive 7.5% Utility 3.62% Energy 3.46% Communication Services 2.9% Real Estate 1.5% Asset Allocation
Asset Class Value Cash 3.22% Equity 96.43% Debt 0.35% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | ICICIBANK4% ₹102 Cr 799,815 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 17 | HDFCBANK3% ₹87 Cr 499,736 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE3% ₹78 Cr 262,500 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 May 23 | 5433203% ₹74 Cr 2,723,000 Mrs Bectors Food Specialities Ltd Ordinary Shares (Consumer Defensive)
Equity, Since 30 Apr 23 | BECTORFOOD3% ₹72 Cr 379,226 Trent Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | 5002512% ₹68 Cr 90,000 Jyoti CNC Automation Ltd (Industrials)
Equity, Since 31 Mar 24 | JYOTICNC2% ₹66 Cr 579,492 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Nov 20 | SUNPHARMA2% ₹66 Cr 340,000 TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | 5323432% ₹62 Cr 218,000 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Sep 24 | 5406112% ₹61 Cr 825,000
↑ 825,000 6. HDFC Equity Fund
CAGR/Annualized return of 19.1% since its launch. Ranked 34 in Multi Cap category. Return for 2023 was 30.6% , 2022 was 18.3% and 2021 was 36.2% . HDFC Equity Fund
Growth Launch Date 1 Jan 95 NAV (18 Nov 24) ₹1,834.44 ↓ -7.86 (-0.43 %) Net Assets (Cr) ₹66,225 on 30 Sep 24 Category Equity - Multi Cap AMC HDFC Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.56 Sharpe Ratio 3.29 Information Ratio 1.74 Alpha Ratio 7.18 Min Investment 5,000 Min SIP Investment 300 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Oct 19 ₹10,000 31 Oct 20 ₹8,558 31 Oct 21 ₹14,948 31 Oct 22 ₹17,043 31 Oct 23 ₹19,559 31 Oct 24 ₹28,166 Returns for HDFC Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Nov 24 Duration Returns 1 Month -4% 3 Month 1.2% 6 Month 12.2% 1 Year 37.5% 3 Year 21.6% 5 Year 22.9% 10 Year 15 Year Since launch 19.1% Historical performance (Yearly) on absolute basis
Year Returns 2023 30.6% 2022 18.3% 2021 36.2% 2020 6.4% 2019 6.8% 2018 -3.5% 2017 36.9% 2016 7.3% 2015 -5.1% 2014 53.8% Fund Manager information for HDFC Equity Fund
Name Since Tenure Roshi Jain 29 Jul 22 2.26 Yr. Dhruv Muchhal 22 Jun 23 1.36 Yr. Data below for HDFC Equity Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Financial Services 39.49% Consumer Cyclical 13.23% Health Care 12.31% Technology 7.99% Communication Services 4.44% Industrials 3.62% Real Estate 3.49% Basic Materials 2.69% Consumer Defensive 1.45% Utility 1.24% Energy 0.21% Asset Allocation
Asset Class Value Cash 8.21% Equity 90.15% Debt 1.64% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | ICICIBANK10% ₹6,397 Cr 49,500,000
↑ 1,500,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 13 | HDFCBANK10% ₹6,249 Cr 36,000,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 17 | 5322159% ₹5,566 Cr 48,000,000
↑ 2,000,000 Cipla Ltd (Healthcare)
Equity, Since 30 Sep 12 | 5000875% ₹2,979 Cr 19,200,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Oct 23 | KOTAKBANK4% ₹2,856 Cr 16,500,000 SBI Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Mar 21 | SBILIFE4% ₹2,839 Cr 17,500,000
↑ 1,500,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | MARUTI4% ₹2,686 Cr 2,425,000
↑ 325,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Aug 20 | BHARTIARTL4% ₹2,637 Cr 16,352,700
↓ -1,647,300 HCL Technologies Ltd (Technology)
Equity, Since 30 Sep 20 | HCLTECH4% ₹2,565 Cr 14,525,000
↓ -3,300,000 Piramal Pharma Ltd (Healthcare)
Equity, Since 31 Dec 23 | PPLPHARMA3% ₹1,944 Cr 72,415,689
↑ 983,956 7. Invesco India Multicap Fund
CAGR/Annualized return of 16.5% since its launch. Ranked 37 in Multi Cap category. Return for 2023 was 31.8% , 2022 was -2.2% and 2021 was 40.7% . Invesco India Multicap Fund
Growth Launch Date 17 Mar 08 NAV (18 Nov 24) ₹126.76 ↓ -0.39 (-0.31 %) Net Assets (Cr) ₹3,962 on 30 Sep 24 Category Equity - Multi Cap AMC Invesco Asset Management (India) Private Ltd Rating ☆☆ Risk Moderately High Expense Ratio 1.95 Sharpe Ratio 2.98 Information Ratio -0.25 Alpha Ratio 6.5 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.
Date Value 31 Oct 19 ₹10,000 31 Oct 20 ₹10,069 31 Oct 21 ₹16,912 31 Oct 22 ₹16,619 31 Oct 23 ₹19,133 31 Oct 24 ₹27,595 Returns for Invesco India Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Nov 24 Duration Returns 1 Month -8.4% 3 Month 0.1% 6 Month 13.2% 1 Year 33.1% 3 Year 14.9% 5 Year 21.9% 10 Year 15 Year Since launch 16.5% Historical performance (Yearly) on absolute basis
Year Returns 2023 31.8% 2022 -2.2% 2021 40.7% 2020 18.8% 2019 4.6% 2018 -12.5% 2017 46.2% 2016 0.7% 2015 6.7% 2014 72.1% Fund Manager information for Invesco India Multicap Fund
Name Since Tenure Amit Nigam 3 Sep 20 4.16 Yr. Dhimant Kothari 1 Dec 23 0.92 Yr. Data below for Invesco India Multicap Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Financial Services 20.9% Industrials 17.27% Consumer Cyclical 15.07% Technology 12.75% Health Care 11.2% Basic Materials 8.15% Consumer Defensive 7.76% Real Estate 3.1% Communication Services 1.96% Asset Allocation
Asset Class Value Cash 1.82% Equity 98.18% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK5% ₹190 Cr 1,488,755 Infosys Ltd (Technology)
Equity, Since 30 Jun 24 | INFY4% ₹148 Cr 786,629
↑ 88,660 Trent Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | 5002513% ₹119 Cr 156,894 Tata Consumer Products Ltd (Consumer Defensive)
Equity, Since 30 Jun 24 | 5008003% ₹100 Cr 832,367 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 30 Apr 21 | CHOLAFIN2% ₹95 Cr 589,895
↑ 58,844 Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Apr 24 | TCS2% ₹86 Cr 200,725 Aditya Birla Real Estate Ltd (Basic Materials)
Equity, Since 31 Jan 24 | 5000402% ₹86 Cr 300,603
↓ -18,657 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 23 | 5230252% ₹83 Cr 352,797 J.B. Chemicals & Pharmaceuticals Ltd (Healthcare)
Equity, Since 30 Sep 20 | JBCHEPHARM2% ₹81 Cr 430,966 Mrs Bectors Food Specialities Ltd Ordinary Shares (Consumer Defensive)
Equity, Since 31 Jul 23 | BECTORFOOD2% ₹81 Cr 423,630
↑ 4,964 8. Franklin India Equity Fund
CAGR/Annualized return of 18.2% since its launch. Ranked 50 in Multi Cap category. Return for 2023 was 30.8% , 2022 was 5.3% and 2021 was 40.3% . Franklin India Equity Fund
Growth Launch Date 29 Sep 94 NAV (18 Nov 24) ₹1,559.25 ↓ -5.71 (-0.36 %) Net Assets (Cr) ₹18,252 on 30 Sep 24 Category Equity - Multi Cap AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆ Risk Moderately High Expense Ratio 1.77 Sharpe Ratio 3.02 Information Ratio 0.86 Alpha Ratio 4.2 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.
Date Value 31 Oct 19 ₹10,000 31 Oct 20 ₹9,686 31 Oct 21 ₹16,825 31 Oct 22 ₹17,541 31 Oct 23 ₹19,841 31 Oct 24 ₹27,593 Returns for Franklin India Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Nov 24 Duration Returns 1 Month -5.7% 3 Month -3.4% 6 Month 7.1% 1 Year 29.7% 3 Year 16.5% 5 Year 21.9% 10 Year 15 Year Since launch 18.2% Historical performance (Yearly) on absolute basis
Year Returns 2023 30.8% 2022 5.3% 2021 40.3% 2020 16% 2019 3.3% 2018 -4.4% 2017 30.6% 2016 5% 2015 4.4% 2014 56.8% Fund Manager information for Franklin India Equity Fund
Name Since Tenure R. Janakiraman 1 Feb 11 13.76 Yr. Sandeep Manam 18 Oct 21 3.04 Yr. Rajasa Kakulavarapu 1 Dec 23 0.92 Yr. Data below for Franklin India Equity Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Financial Services 27.43% Consumer Cyclical 13.16% Industrials 12.58% Technology 9.7% Communication Services 6.24% Consumer Defensive 5.96% Basic Materials 5.52% Health Care 5.26% Utility 4.11% Energy 4.04% Real Estate 1.16% Asset Allocation
Asset Class Value Cash 4.07% Equity 95.93% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jan 11 | HDFCBANK8% ₹1,461 Cr 8,434,642
↑ 500,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Jan 10 | ICICIBANK8% ₹1,389 Cr 10,908,206 Bharti Airtel Ltd (Communication Services)
Equity, Since 28 Feb 06 | BHARTIARTL5% ₹967 Cr 5,658,607 Infosys Ltd (Technology)
Equity, Since 29 Feb 12 | INFY5% ₹868 Cr 4,627,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 13 | LT4% ₹784 Cr 2,131,779 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 14 | 5322154% ₹654 Cr 5,311,448 HCL Technologies Ltd (Technology)
Equity, Since 31 Dec 13 | HCLTECH3% ₹639 Cr 3,555,589 United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Aug 19 | UNITDSPR3% ₹572 Cr 3,600,000 NTPC Ltd (Utilities)
Equity, Since 28 Feb 17 | 5325553% ₹545 Cr 12,306,402 Reliance Industries Ltd (Energy)
Equity, Since 31 May 22 | RELIANCE3% ₹522 Cr 1,767,013 9. ICICI Prudential Multicap Fund
CAGR/Annualized return of 15.4% since its launch. Ranked 49 in Multi Cap category. Return for 2023 was 35.4% , 2022 was 4.7% and 2021 was 36.4% . ICICI Prudential Multicap Fund
Growth Launch Date 1 Oct 94 NAV (18 Nov 24) ₹755.32 ↓ -3.73 (-0.49 %) Net Assets (Cr) ₹14,691 on 30 Sep 24 Category Equity - Multi Cap AMC ICICI Prudential Asset Management Company Limited Rating ☆☆☆ Risk Moderately High Expense Ratio 1.95 Sharpe Ratio 3.05 Information Ratio 0.57 Alpha Ratio 6.3 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-18 Months (1%),18 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Oct 19 ₹10,000 31 Oct 20 ₹9,093 31 Oct 21 ₹15,354 31 Oct 22 ₹15,802 31 Oct 23 ₹18,524 31 Oct 24 ₹26,711 Returns for ICICI Prudential Multicap Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Nov 24 Duration Returns 1 Month -6.1% 3 Month -3.6% 6 Month 6.5% 1 Year 32.1% 3 Year 18.2% 5 Year 20.9% 10 Year 15 Year Since launch 15.4% Historical performance (Yearly) on absolute basis
Year Returns 2023 35.4% 2022 4.7% 2021 36.4% 2020 9.2% 2019 6% 2018 0.2% 2017 28% 2016 10.1% 2015 3.1% 2014 49.8% Fund Manager information for ICICI Prudential Multicap Fund
Name Since Tenure Sankaran Naren 1 Jul 22 2.34 Yr. Anand Sharma 1 Jul 22 2.34 Yr. Sharmila D’mello 31 Jul 22 2.26 Yr. Data below for ICICI Prudential Multicap Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Financial Services 25.76% Consumer Cyclical 11.54% Industrials 10.32% Basic Materials 9.83% Energy 6.85% Health Care 6.84% Communication Services 5.43% Technology 5.06% Consumer Defensive 3.19% Utility 2.65% Real Estate 2.18% Asset Allocation
Asset Class Value Cash 10.35% Equity 89.65% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | ICICIBANK5% ₹764 Cr 6,001,508 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Aug 18 | HDFCBANK5% ₹735 Cr 4,241,215
↓ -550,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 20 | RELIANCE4% ₹582 Cr 1,970,658
↑ 439,278 Axis Bank Ltd (Financial Services)
Equity, Since 31 Dec 23 | 5322153% ₹410 Cr 3,329,075
↑ 311,597 Infosys Ltd (Technology)
Equity, Since 31 Oct 18 | INFY3% ₹381 Cr 2,031,006
↑ 530,292 Sun Pharmaceuticals Industries Ltd (Healthcare)
Equity, Since 30 Apr 17 | SUNPHARMA2% ₹312 Cr 1,620,647
↓ -227,500 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 30 Sep 22 | MARUTI2% ₹300 Cr 226,512
↓ -4,491 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 19 | LT2% ₹261 Cr 710,770
↑ 76,682 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 18 | BHARTIARTL2% ₹227 Cr 1,328,669
↓ -237,500 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 22 | HINDPETRO1% ₹218 Cr 4,959,040
↓ -965,824 10. Principal Multi Cap Growth Fund
CAGR/Annualized return of 16% since its launch. Ranked 12 in Multi Cap category. Return for 2023 was 31.1% , 2022 was -1.6% and 2021 was 46.3% . Principal Multi Cap Growth Fund
Growth Launch Date 25 Oct 00 NAV (18 Nov 24) ₹358.267 ↓ -1.90 (-0.53 %) Net Assets (Cr) ₹2,854 on 30 Sep 24 Category Equity - Multi Cap AMC Principal Pnb Asset Mgmt. Co. Priv. Ltd. Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.05 Sharpe Ratio 2.52 Information Ratio -0.45 Alpha Ratio 0.64 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 31 Oct 19 ₹10,000 31 Oct 20 ₹9,964 31 Oct 21 ₹16,741 31 Oct 22 ₹17,324 31 Oct 23 ₹19,239 31 Oct 24 ₹26,598 Returns for Principal Multi Cap Growth Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Nov 24 Duration Returns 1 Month -6.9% 3 Month -4% 6 Month 5.2% 1 Year 26.2% 3 Year 13.9% 5 Year 20.5% 10 Year 15 Year Since launch 16% Historical performance (Yearly) on absolute basis
Year Returns 2023 31.1% 2022 -1.6% 2021 46.3% 2020 15% 2019 3.9% 2018 -8.7% 2017 48.7% 2016 6.4% 2015 2.8% 2014 49.4% Fund Manager information for Principal Multi Cap Growth Fund
Name Since Tenure Ratish Varier 1 Jan 22 2.84 Yr. Sudhir Kedia 1 Jan 22 2.84 Yr. Data below for Principal Multi Cap Growth Fund as on 30 Sep 24
Equity Sector Allocation
Sector Value Financial Services 19.04% Industrials 15.99% Consumer Cyclical 15.74% Technology 8.31% Health Care 7.76% Energy 7% Basic Materials 6.72% Communication Services 5.02% Consumer Defensive 4.02% Utility 2.97% Real Estate 2.62% Asset Allocation
Asset Class Value Cash 4.76% Equity 95.23% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 31 Jan 05 | RELIANCE5% ₹133 Cr 449,586
↓ -106,548 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 09 | HDFCBANK4% ₹129 Cr 746,575 NTPC Ltd (Utilities)
Equity, Since 31 Mar 23 | 5325553% ₹87 Cr 1,955,077 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 May 23 | LT3% ₹85 Cr 230,571 Infosys Ltd (Technology)
Equity, Since 30 Apr 08 | INFY3% ₹80 Cr 425,850 Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 Dec 20 | 5329293% ₹76 Cr 539,440 Axis Bank Ltd (Financial Services)
Equity, Since 31 Jan 24 | 5322152% ₹71 Cr 577,823 Indian Bank (Financial Services)
Equity, Since 31 Dec 23 | 5328142% ₹70 Cr 1,339,692 Blue Star Ltd (Industrials)
Equity, Since 31 Jul 22 | BLUESTARCO2% ₹70 Cr 337,653 Lupin Ltd (Healthcare)
Equity, Since 30 Apr 24 | 5002572% ₹68 Cr 311,373
ਮਲਟੀਕੈਪ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ ਔਨਲਾਈਨ ਕਿਵੇਂ ਨਿਵੇਸ਼ ਕਰੋ?
Fincash.com 'ਤੇ ਜੀਵਨ ਭਰ ਲਈ ਮੁਫਤ ਨਿਵੇਸ਼ ਖਾਤਾ ਖੋਲ੍ਹੋ।
ਆਪਣੀ ਰਜਿਸਟ੍ਰੇਸ਼ਨ ਅਤੇ ਕੇਵਾਈਸੀ ਪ੍ਰਕਿਰਿਆ ਨੂੰ ਪੂਰਾ ਕਰੋ
ਦਸਤਾਵੇਜ਼ (ਪੈਨ, ਆਧਾਰ, ਆਦਿ) ਅੱਪਲੋਡ ਕਰੋ।ਅਤੇ, ਤੁਸੀਂ ਨਿਵੇਸ਼ ਕਰਨ ਲਈ ਤਿਆਰ ਹੋ!
ਅਕਸਰ ਪੁੱਛੇ ਜਾਂਦੇ ਸਵਾਲ
1. ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨ ਦੇ ਕੀ ਫਾਇਦੇ ਹਨ?
A: ਮਿਉਚੁਅਲ ਫੰਡ ਤੁਹਾਡੇ ਨਿਵੇਸ਼ ਪੋਰਟਫੋਲੀਓ ਨੂੰ ਵਿਭਿੰਨ ਬਣਾਉਣ ਵਿੱਚ ਮਦਦ ਕਰ ਸਕਦਾ ਹੈ, ਅਤੇ ਤੁਸੀਂ ਇਹ ਯਕੀਨੀ ਬਣਾ ਸਕਦੇ ਹੋ ਕਿ ਤੁਹਾਡੇ ਕੋਲ ਪੈਸਿਵ ਕਮਾਈ ਦੇ ਕਈ ਪੁਆਇੰਟ ਹਨਆਮਦਨ. ਇਹ ਨਿਵੇਸ਼ ਦੇ ਜੋਖਮ ਨੂੰ ਵੀ ਘਟਾਉਂਦਾ ਹੈ, ਅਤੇ ਤੁਸੀਂ ਇੱਕੋ ਫੰਡ ਦੇ ਨਾਲ ਕਈ ਸਟਾਕਾਂ ਅਤੇ ਸ਼ੇਅਰਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰ ਸਕਦੇ ਹੋ। ਇਸ ਲਈ, ਜੇਕਰ ਇੱਕ ਸਟਾਕ ਪ੍ਰਦਰਸ਼ਨ ਨਹੀਂ ਕਰਦਾ ਹੈ, ਤਾਂ ਜੋਖਮ ਹੋਵੇਗਾਆਫਸੈੱਟ ਹੋਰ ਵਧੀਆ ਪ੍ਰਦਰਸ਼ਨ ਕਰਨ ਵਾਲੇ ਸਟਾਕ ਦੇ ਨਾਲ.
2. ਤੁਹਾਨੂੰ ਫੰਡ ਦੇ ਪਰਿਪੱਕ ਹੋਣ ਲਈ ਕਿੰਨਾ ਸਮਾਂ ਉਡੀਕ ਕਰਨੀ ਚਾਹੀਦੀ ਹੈ?
A: ਤੁਹਾਨੂੰ ਆਪਣੇ ਫੰਡਾਂ ਦੇ ਪਰਿਪੱਕ ਹੋਣ ਲਈ 5-7 ਸਾਲ ਉਡੀਕ ਕਰਨੀ ਚਾਹੀਦੀ ਹੈ। ਇਹ ਤੁਹਾਡੇ ਨਿਵੇਸ਼ ਤੋਂ ਵੱਧ ਤੋਂ ਵੱਧ ਲਾਭ ਕਮਾਉਣ ਵਿੱਚ ਤੁਹਾਡੀ ਮਦਦ ਕਰੇਗਾ।
3. ਕੀ ਹੋਰ ਮਿਉਚੁਅਲ ਫੰਡਾਂ ਨਾਲੋਂ ਮਲਟੀ-ਕੈਪ ਫੰਡਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰਨਾ ਲਾਭਦਾਇਕ ਹੈ?
A: ਮਲਟੀ-ਕੈਪ ਫੰਡ ਆਦਰਸ਼ ਹਨ ਜੇਕਰ ਤੁਸੀਂ ਕਿਸੇ ਨਿਵੇਸ਼ ਪੋਰਟਫੋਲੀਓ ਦੇ ਜੋਖਮਾਂ ਨੂੰ ਘਟਾਉਣਾ ਚਾਹੁੰਦੇ ਹੋ। ਇਹਨਾਂ ਫੰਡਾਂ ਵਿੱਚ ਘੱਟ ਜੋਖਮ ਹੁੰਦੇ ਹਨ।
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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