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Risk in SIP: Assessment of Risk in SIP Investment

Updated on March 3, 2025 , 60474 views

The risk in SIP varies for different Types of Mutual Funds. investing in Mutual Funds via SIP (Systematic Investment plan) involves Market linked risks, that are certainly higher for Equity Funds than debt and balanced Mutual Funds. The risk in SIP depends on the investment option that is chosen considering the risk profile, risk appetite and liquidity. However, the risk in SIP can be managed and reduced by the fund managers and the fund house.

To calculate the risk in SIP there are various tools available like sip calculator (also known as SIP return calculator).

Risk in SIP: Assessment of SIP Risks

Risk 1: The risk of SIP getting a negative return or price risk

Mutual fund investments are subject to market risks, is a commonly heard term. What this means is that your investment in a SIP can go down and you can end up with a value lower than what you invested depending on how the market behaves.

The risk in SIP is however related to the holding period and usually, the longer the holding period, the lower the risk. With higher holding period the probability of making profit increases. For e.g. have a look below for equity, a longer holding period for equity results in a lowering chance of loss. (The below is an analysis done on the BSE Sensex from 1979 to 2016).

Risk 2: The risk being able to get your money back quickly or liquidity risk

The ability to get your money back quickly depends on the Underlying investments. Usually with mutual funds, this is not an issue, however, there have been periods (such in 2008), when there was an issue in selling securities(Bonds) and that certain mutual funds had to limit withdrawals from some schemes. The equity market is fairly liquid (meaning that buying and selling do not pose an issue). However, if the sale quantity exceeds the numbers of buyers by a large amount, then this will result in an issue, hence making subsequent payouts a problem and hence liquidity risk.

Risk 3: The risk of downgrade of a security or credit risk

When the bond of a particular company/entity undergoes a downgrade by a credit rating agency, its price falls. If the price falls, this impacts the overall value of the Portfolio. This is called credit risk.

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Risk 4: The risk of the company not paying the owners of the bond their due or default risk

When a company defaults on its payments to the bond holders, it’s called Default Risk.

With the investor not getting their money back, this will impact their portfolio, negatively.

Risk 5: The risk of processing your transaction correctly or technology risk

Today, all transactions take place in the electronic mode. With the various touch-points, there is a possibility of a technological failure at various places, at the R & T Agent, the Bank to debit funds etc.

The non-processing of a transaction is also a risk in SIP.

Risk 6: The risk of scheme performance by the portfolio manager or fund management risk

Another risk in SIP is that the chosen scheme may not deliver upto expectations, and performance may be much lower than expected. The Fund Manager may under-deliver on performance, and this will lead to low returns on the SIP investment.

These are the major risks in a SIP, while we can go on and elaborate further risks in SIP like Economy risk etc., most of these risks would fall under one or more of the categories above.

Though there is definitely a risk in SIP, one should always remember that SIP or lump sum, this is just an investment route and NOT the underlying investment. One needs to look at the underlying investment, its risks, and then make a final decision.

*Below is the list of Top SIP's one can evaluate to invest in

1. 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 (05 Mar 25)	₹91.1663 ↑ 2.31 (2.60 %)
Net Assets (Cr)	₹24,488 on 31 Jan 25
Category	Equity - Mid Cap
AMC	Motilal Oswal Asset Management Co. Ltd
Rating	☆☆☆
Risk	Moderately High
Expense Ratio	0.66
Sharpe Ratio	0.93
Information Ratio	0.68
Alpha Ratio	15.2
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
29 Feb 20	₹10,000
28 Feb 21	₹11,725
28 Feb 22	₹15,686
28 Feb 23	₹18,295
29 Feb 24	₹27,817
28 Feb 25	₹32,165

Motilal Oswal Midcap 30 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 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 5 Mar 25

Duration	Returns
1 Month	-7%
3 Month	-18.4%
6 Month	-11.9%
1 Year	18.5%
3 Year	29.6%
5 Year	27.1%
10 Year
15 Year
Since launch	22.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	57.1%
2022	41.7%
2021	10.7%
2020	55.8%
2019	9.3%
2018	9.7%
2017	-12.7%
2016	30.8%
2015	5.2%
2014	16.5%

Fund Manager information for Motilal Oswal Midcap 30 Fund

Name	Since	Tenure
Ajay Khandelwal	1 Oct 24	0.41 Yr.
Niket Shah	1 Jul 20	4.67 Yr.
Rakesh Shetty	22 Nov 22	2.27 Yr.
Sunil Sawant	1 Jul 24	0.67 Yr.

Data below for Motilal Oswal Midcap 30 Fund as on 31 Jan 25

Equity Sector Allocation

Sector	Value
Technology	34.2%
Consumer Cyclical	16.45%
Industrials	14.08%
Health Care	4.4%
Communication Services	3.36%
Utility	2.23%
Real Estate	1.95%
Financial Services	1.73%

Asset Allocation

Asset Class	Value
Cash	24.38%
Equity	75.62%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Persistent Systems Ltd (Technology) Equity, Since 31 Jan 23 \| PERSISTENT	10%	₹2,413 Cr	4,000,000 ↑ 750,000
Coforge Ltd (Technology) Equity, Since 31 Mar 23 \| COFORGE	10%	₹2,355 Cr	2,850,000 ↑ 155,000
Kalyan Jewellers India Ltd (Consumer Cyclical) Equity, Since 29 Feb 24 \| KALYANKJIL	7%	₹1,761 Cr	35,000,100 ↑ 1,750,100
Trent Ltd (Consumer Cyclical) Equity, Since 30 Nov 24 \| 500251	6%	₹1,507 Cr	2,620,200 ↓ -379,800
Dixon Technologies (India) Ltd (Technology) Equity, Since 31 Mar 23 \| DIXON	6%	₹1,499 Cr	1,000,000 ↑ 700,130
Polycab India Ltd (Industrials) Equity, Since 30 Sep 23 \| POLYCAB	5%	₹1,117 Cr	1,850,000 ↓ -1,400,000
Max Healthcare Institute Ltd Ordinary Shares (Healthcare) Equity, Since 31 Mar 24 \| MAXHEALTH	3%	₹855 Cr	8,056,130 ↑ 556,130
Bharti Hexacom Ltd (Communication Services) Equity, Since 31 Oct 24 \| BHARTIHEXA	3%	₹823 Cr	6,075,571 ↑ 816,804
One97 Communications Ltd (Technology) Equity, Since 30 Sep 24 \| 543396	3%	₹776 Cr	10,001,000 ↑ 1,000
Oracle Financial Services Software Ltd (Technology) Equity, Since 31 Dec 24 \| OFSS	3%	₹699 Cr	766,376 ↓ -30,591

2. 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 7.2% 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 (05 Mar 25)	₹27.8083 ↑ 0.85 (3.14 %)
Net Assets (Cr)	₹4,543 on 31 Jan 25
Category	Equity - Sectoral
AMC	SBI Funds Management Private Limited
Rating	☆☆
Risk	High
Expense Ratio	2.3
Sharpe Ratio	0.1
Information Ratio	-0.26
Alpha Ratio	-1.58
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
29 Feb 20	₹10,000
28 Feb 21	₹11,312
28 Feb 22	₹13,400
28 Feb 23	₹15,401
29 Feb 24	₹29,693
28 Feb 25	₹27,741

SBI PSU Fund SIP Returns

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

Returns for 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 5 Mar 25

Duration	Returns
1 Month	-5.3%
3 Month	-15.1%
6 Month	-17.6%
1 Year	-6.8%
3 Year	29.4%
5 Year	24.3%
10 Year
15 Year
Since launch	7.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	23.5%
2022	54%
2021	29%
2020	32.4%
2019	-10%
2018	6%
2017	-23.8%
2016	21.9%
2015	16.2%
2014	-11.1%

Fund Manager information for SBI PSU Fund

Name	Since	Tenure
Rohit Shimpi	1 Jun 24	0.75 Yr.

Data below for SBI PSU Fund as on 31 Jan 25

Equity Sector Allocation

Sector	Value
Financial Services	35.72%
Utility	24.32%
Energy	17.09%
Industrials	11.13%
Basic Materials	6.29%

Asset Allocation

Asset Class	Value
Cash	5.35%
Equity	94.54%
Debt	0.11%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
State Bank of India (Financial Services) Equity, Since 31 Jul 10 \| SBIN	15%	₹663 Cr	8,577,500
GAIL (India) Ltd (Utilities) Equity, Since 31 May 24 \| 532155	9%	₹431 Cr	24,350,000 ↑ 2,400,000
Power Grid Corp Of India Ltd (Utilities) Equity, Since 31 Jul 10 \| 532898	9%	₹428 Cr	14,185,554 ↑ 900,000
Bharat Electronics Ltd (Industrials) Equity, Since 30 Jun 24 \| BEL	8%	₹374 Cr	12,775,000 ↑ 800,000
Bharat Petroleum Corp Ltd (Energy) Equity, Since 31 Aug 24 \| 500547	6%	₹253 Cr	9,700,000
NMDC Ltd (Basic Materials) Equity, Since 31 Oct 23 \| 526371	4%	₹184 Cr	27,900,000
NTPC Ltd (Utilities) Equity, Since 31 Jul 10 \| 532555	4%	₹176 Cr	5,443,244
Bank of Baroda (Financial Services) Equity, Since 31 Aug 24 \| 532134	4%	₹166 Cr	7,800,000
General Insurance Corp of India (Financial Services) Equity, Since 31 May 24 \| 540755	3%	₹148 Cr	3,600,000
Oil India Ltd (Energy) Equity, Since 31 Mar 24 \| OIL	3%	₹139 Cr	3,300,000

3. 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 15.6% 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 (05 Mar 25)	₹168.57 ↑ 3.77 (2.29 %)
Net Assets (Cr)	₹7,435 on 31 Jan 25
Category	Equity - Sectoral
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆☆
Risk	High
Expense Ratio	2.22
Sharpe Ratio	0.64
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.

Date	Value
29 Feb 20	₹10,000
28 Feb 21	₹13,597
28 Feb 22	₹17,702
28 Feb 23	₹21,851
29 Feb 24	₹35,616
28 Feb 25	₹36,176

ICICI Prudential Infrastructure Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹642,208.
Net Profit of ₹342,208 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 5 Mar 25

Duration	Returns
1 Month	-5.8%
3 Month	-13%
6 Month	-15.1%
1 Year	1.8%
3 Year	29.1%
5 Year	30.2%
10 Year
15 Year
Since launch	15.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	27.4%
2022	44.6%
2021	28.8%
2020	50.1%
2019	3.6%
2018	2.6%
2017	-14%
2016	40.8%
2015	2%
2014	-3.4%

Fund Manager information for ICICI Prudential Infrastructure Fund

Name	Since	Tenure
Ihab Dalwai	3 Jun 17	7.75 Yr.
Sharmila D’mello	30 Jun 22	2.67 Yr.

Data below for ICICI Prudential Infrastructure Fund as on 31 Jan 25

Equity Sector Allocation

Sector	Value
Industrials	37.53%
Basic Materials	21.32%
Financial Services	16.4%
Utility	8.67%
Energy	6.7%
Communication Services	1.27%
Consumer Cyclical	1.01%
Real Estate	0.39%

Asset Allocation

Asset Class	Value
Cash	6.12%
Equity	93.3%
Debt	0.59%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Nov 09 \| LT	9%	₹687 Cr	1,925,850 ↑ 221,167
Shree Cement Ltd (Basic Materials) Equity, Since 30 Apr 24 \| 500387	4%	₹302 Cr	108,747 ↑ 13,090
Adani Ports & Special Economic Zone Ltd (Industrials) Equity, Since 31 May 24 \| ADANIPORTS	4%	₹296 Cr	2,695,324 ↑ 955,233
NCC Ltd (Industrials) Equity, Since 31 Aug 21 \| NCC	4%	₹265 Cr	10,506,117 ↑ 2,958,417
ICICI Bank Ltd (Financial Services) Equity, Since 31 Dec 16 \| ICICIBANK	3%	₹249 Cr	1,990,000
NTPC Ltd (Utilities) Equity, Since 29 Feb 16 \| 532555	3%	₹235 Cr	7,260,775 ↓ -450,000
Vedanta Ltd (Basic Materials) Equity, Since 31 Jul 24 \| 500295	3%	₹213 Cr	4,823,662 ↑ 1,000,935
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 22 \| HDFCBANK	3%	₹208 Cr	1,225,000 ↑ 200,000
InterGlobe Aviation Ltd (Industrials) Equity, Since 28 Feb 23 \| INDIGO	3%	₹206 Cr	477,106 ↑ 20,000
Reliance Industries Ltd (Energy) Equity, Since 31 Jul 23 \| RELIANCE	3%	₹204 Cr	1,609,486

4. 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 (05 Mar 25)	₹40.445 ↑ 0.75 (1.89 %)
Net Assets (Cr)	₹2,341 on 31 Jan 25
Category	Equity - Sectoral
AMC	HDFC Asset Management Company Limited
Rating	☆☆☆
Risk	High
Expense Ratio	2.31
Sharpe Ratio	0.3
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.

Date	Value
29 Feb 20	₹10,000
28 Feb 21	₹12,339
28 Feb 22	₹14,687
28 Feb 23	₹17,137
29 Feb 24	₹31,152
28 Feb 25	₹29,967

HDFC Infrastructure 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 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 5 Mar 25

Duration	Returns
1 Month	-7.5%
3 Month	-16.2%
6 Month	-18.5%
1 Year	-3.3%
3 Year	28.7%
5 Year	25.4%
10 Year
15 Year
Since launch

Historical performance (Yearly) on absolute basis

Year	Returns
2023	23%
2022	55.4%
2021	19.3%
2020	43.2%
2019	-7.5%
2018	-3.4%
2017	-29%
2016	43.3%
2015	-1.9%
2014	-2.5%

Fund Manager information for HDFC Infrastructure Fund

Name	Since	Tenure
Srinivasan Ramamurthy	12 Jan 24	1.13 Yr.
Dhruv Muchhal	22 Jun 23	1.69 Yr.

Data below for HDFC Infrastructure Fund as on 31 Jan 25

Equity Sector Allocation

Sector	Value
Industrials	41.71%
Financial Services	19.97%
Basic Materials	11.11%
Energy	7.53%
Utility	6.76%
Communication Services	3.67%
Health Care	1.75%
Technology	1%
Real Estate	0.89%
Consumer Cyclical	0.54%

Asset Allocation

Asset Class	Value
Cash	3.98%
Equity	94.91%
Debt	1.11%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| ICICIBANK	7%	₹163 Cr	1,300,000
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Jun 12 \| LT	5%	₹125 Cr	350,000 ↑ 20,000
HDFC Bank Ltd (Financial Services) Equity, Since 31 Aug 23 \| HDFCBANK	5%	₹119 Cr	700,000
J Kumar Infraprojects Ltd (Industrials) Equity, Since 31 Oct 15 \| JKIL	5%	₹110 Cr	1,500,000
Kalpataru Projects International Ltd (Industrials) Equity, Since 31 Jan 23 \| KPIL	3%	₹80 Cr	758,285
NTPC Ltd (Utilities) Equity, Since 31 Dec 17 \| 532555	3%	₹71 Cr	2,200,000 ↑ 115,875
Coal India Ltd (Energy) Equity, Since 31 Oct 18 \| COALINDIA	3%	₹67 Cr	1,700,000
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Sep 20 \| BHARTIARTL	3%	₹65 Cr	400,000
InterGlobe Aviation Ltd (Industrials) Equity, Since 31 Dec 21 \| INDIGO	3%	₹65 Cr	150,000
Reliance Industries Ltd (Energy) Equity, Since 31 May 24 \| RELIANCE	3%	₹63 Cr	500,000

5. 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 11.4% 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 (05 Mar 25)	₹52.41 ↑ 1.64 (3.23 %)
Net Assets (Cr)	₹1,230 on 31 Jan 25
Category	Equity - Sectoral
AMC	Invesco Asset Management (India) Private Ltd
Rating	☆☆☆
Risk	High
Expense Ratio	2.39
Sharpe Ratio	0.36
Information Ratio	-0.36
Alpha Ratio	3.43
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
29 Feb 20	₹10,000
28 Feb 21	₹11,266
28 Feb 22	₹13,191
28 Feb 23	₹15,226
29 Feb 24	₹28,692
28 Feb 25	₹25,610

Invesco India PSU Equity Fund SIP Returns

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

Returns for 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 5 Mar 25

Duration	Returns
1 Month	-7.1%
3 Month	-18.7%
6 Month	-22.8%
1 Year	-8.8%
3 Year	27.6%
5 Year	22.3%
10 Year
15 Year
Since launch	11.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	25.6%
2022	54.5%
2021	20.5%
2020	31.1%
2019	6.1%
2018	10.1%
2017	-16.9%
2016	24.3%
2015	17.9%
2014	2.5%

Fund Manager information for Invesco India PSU Equity Fund

Name	Since	Tenure
Dhimant Kothari	19 May 20	4.79 Yr.

Data below for Invesco India PSU Equity Fund as on 31 Jan 25

Equity Sector Allocation

Sector	Value
Industrials	30.21%
Utility	24.02%
Financial Services	19.87%
Energy	18%
Basic Materials	6.08%

Asset Allocation

Asset Class	Value
Cash	1.83%
Equity	98.17%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Bharat Electronics Ltd (Industrials) Equity, Since 31 Mar 17 \| BEL	9%	₹114 Cr	3,894,619 ↓ -443,636
Power Grid Corp Of India Ltd (Utilities) Equity, Since 28 Feb 22 \| 532898	9%	₹109 Cr	3,599,413
State Bank of India (Financial Services) Equity, Since 28 Feb 21 \| SBIN	8%	₹97 Cr	1,251,543
Bharat Petroleum Corp Ltd (Energy) Equity, Since 30 Sep 18 \| 500547	7%	₹90 Cr	3,445,961
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 31 Aug 24 \| 500312	6%	₹75 Cr	2,868,783 ↑ 1,206,383
NTPC Green Energy Ltd (Utilities) Equity, Since 30 Nov 24 \| NTPCGREEN	6%	₹68 Cr	5,911,723 ↑ 521,208
Hindustan Aeronautics Ltd Ordinary Shares (Industrials) Equity, Since 31 May 22 \| HAL	5%	₹60 Cr	153,175 ↑ 17,924
BEML Ltd (Industrials) Equity, Since 31 Aug 23 \| 500048	5%	₹59 Cr	152,998
Hindustan Petroleum Corp Ltd (Energy) Equity, Since 30 Nov 23 \| HINDPETRO	5%	₹56 Cr	1,564,169
National Aluminium Co Ltd (Basic Materials) Equity, Since 31 Aug 24 \| 532234	4%	₹53 Cr	2,604,332

Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.