Table of Contents
Top 10 Equity - Sectoral Funds
ప్రపంచంలోపెట్టుబడి పెడుతున్నారు, 'హై-రిస్క్ హై-రిటర్న్' పెట్టుబడులను దృఢంగా విశ్వసించే పెట్టుబడిదారులు ఉన్నారు. మరియు అటువంటి అధిక-రిస్క్ తీసుకునేవారికి,మ్యూచువల్ ఫండ్స్ ఏదైనా హోల్డ్లో ఉంది - సెక్టార్ ఫండ్లు! సెక్టార్ మ్యూచువల్ ఫండ్స్ వారి పెట్టుబడి లక్ష్యం ద్వారా నిర్వచించబడిన నిర్దిష్ట రంగంలో పెట్టుబడి పెడతాయి. ఇన్ఫ్రా, ఫార్మా, బ్యాంకింగ్ వంటి కొన్ని రంగాలు స్థిరంగా వృద్ధి చెందుతూ భవిష్యత్తు పట్ల సానుకూల దృక్పథాన్ని కలిగి ఉన్నాయి. అటువంటి మ్యూచువల్ ఫండ్లు మీ డబ్బును రెట్టింపు చేయవచ్చు లేదా ఇబ్బంది పెట్టవచ్చు, పెట్టుబడిదారులు అధిక-అపాయకరమైన ఆకలి సెక్టార్ ఫండ్లలో పెట్టుబడి పెట్టవచ్చు. ఈ కథనంలో, మీరు 2022లో పెట్టుబడి పెట్టడానికి ఉత్తమ రంగ మ్యూచువల్ ఫండ్లతో పాటు సెక్టార్ ఫండ్ల గురించి కొన్ని వివరణాత్మక అంతర్దృష్టులను పొందుతారు.
సెక్టార్ ఫండ్ అనేది ఒక రకమైన మ్యూచువల్ ఫండ్, ఇది నిర్దిష్ట రంగాల సెక్యూరిటీలలో పెట్టుబడి పెడుతుందిఆర్థిక వ్యవస్థ, బ్యాంకింగ్, టెలికాం, FMCG, ఫార్మాస్యూటికల్, ఇన్ఫర్మేషన్ టెక్నాలజీ (IT) మరియు ఇన్ఫ్రాస్ట్రక్చర్ వంటివి. మరో మాటలో చెప్పాలంటే, సెక్టార్ ఫండ్స్ మీరు పెట్టుబడి పెట్టిన సంపదను నిర్దిష్ట పరిశ్రమ లేదా రంగానికి మాత్రమే పరిమితం చేస్తాయి. ఉదాహరణకు, బ్యాంకింగ్ రంగ ఫండ్ బ్యాంకులలో పెట్టుబడి పెట్టవచ్చు మరియు ఫార్మా ఫండ్ ఫార్మా కంపెనీల స్టాక్లలో మాత్రమే పెట్టుబడి పెట్టవచ్చు. ఈ ఫండ్ల ఫండ్ మేనేజర్లు బాగా పని చేస్తున్న కంపెనీల షేర్లలో డబ్బును ఇన్వెస్ట్ చేస్తారుసంత. అటువంటి పెట్టుబడి యొక్క మొత్తం లక్ష్యం సమీప భవిష్యత్తులో అధిక వృద్ధికి అవకాశం ఉన్న రంగాలలో పెట్టుబడి పెట్టడం.
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పెట్టుబడి సమయం ఖచ్చితంగా ఉంటే, ఈ ఫండ్ నిజంగా భారీ లాభాలను ఆర్జించవచ్చు. ఫండ్లోకి ఎప్పుడు ప్రవేశించాలో మరియు నిష్క్రమించాలో తెలుసుకోవాలి. పెట్టుబడిదారులు తమకు నమ్మకంగా ఉన్న లేదా భవిష్యత్తులో వృద్ధిని చూసే మార్కెట్లో పెట్టుబడులు పెట్టాలి. ఒక నిర్దిష్ట పరిశ్రమ మరియు రంగం యొక్క వృద్ధిపై ట్యాప్-ఇన్ చేయడం ప్రధాన ఆలోచన. సెక్టార్ ఫండ్స్ యొక్క ఇతర ప్రయోజనం ఏమిటంటే, వ్యక్తిగత సంస్థ-నిర్దిష్ట రిస్క్ నుండి మిమ్మల్ని రక్షించగల సామర్థ్యం. వ్యక్తిగత స్టాక్లను కొనుగోలు చేయడం కంటే, సెక్టార్ ఫండ్లలో పెట్టుబడి పెట్టడం వల్ల కంపెనీ చెడు పనితీరు మీ పోర్ట్ఫోలియోపై ప్రభావం చూపదని నిర్ధారిస్తుంది.
అయితే, మీరు ఒక సెక్టార్ మ్యూచువల్ ఫండ్లో పెట్టుబడి పెట్టడానికి ముందు, సమీప భవిష్యత్తులో ఆ రంగం బాగా పని చేస్తుందని మీరు ఎందుకు విశ్వసిస్తారు అనే దానిపై మీరు నమ్మకంగా ఉండాలి.
To seek to generate capital appreciation and provide long term growth opportunities by investing in equity and equity related securities of companies domiciled in India whose predominant economic activity is in the (a) discovery, development, production, or distribution of natural resources, viz., energy, mining etc; (b) alternative energy and energy technology sectors, with emphasis given to renewable energy, automotive and on-site power generation, energy storage and enabling energy technologies. also invest a certain portion of its corpus in the equity and equity related securities of companies domiciled overseas, which are principally engaged in the discovery, development, production or distribution of natural resources and alternative energy and/or the units shares of Merrill Lynch international Investment Funds New Energy Fund, Merrill Lynch International Investment Funds World Energy Fund and similar other overseas mutual fund schemes. DSP BlackRock Natural Resources and New Energy Fund is a Equity - Sectoral fund was launched on 25 Apr 08. It is a fund with High risk and has given a Below is the key information for DSP BlackRock Natural Resources and New Energy Fund Returns up to 1 year are on 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 Below is the key information for IDFC Infrastructure Fund Returns up to 1 year are on The primary investment objective of the Scheme is to generate long-term capital appreciation to unit holders from a portfolio that is invested predominantly in equity and equity related securities of companies engaged in banking and financial services. The Scheme does not guarantee/indicate any returns. There can be no assurance that the schemes’ objectives will be achieved. Aditya Birla Sun Life Banking And Financial Services Fund is a Equity - Sectoral fund was launched on 14 Dec 13. It is a fund with High risk and has given a Below is the key information for Aditya Birla Sun Life Banking And Financial Services Fund Returns up to 1 year are on 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 Below is the key information for Franklin Build India Fund Returns up to 1 year are on (Erstwhile Sundaram Rural India Fund) The primary investment objective of the scheme is to generate consistent long-term returns by investing predominantly in equity & equity related instruments of companies that are focusing on Rural India. Sundaram Rural and Consumption Fund is a Equity - Sectoral fund was launched on 12 May 06. It is a fund with Moderately High risk and has given a Below is the key information for Sundaram Rural and Consumption Fund Returns up to 1 year are on The investment objective of the Scheme is to generate long-term capital appreciation from a diversified portfolio of predominantly (at least 65%) equity and equity-related securities of companies involved in economic development of India as a result of potential investments in infrastructure and unfolding economic reforms. Kotak Infrastructure & Economic Reform Fund is a Equity - Sectoral fund was launched on 25 Feb 08. It is a fund with High risk and has given a Below is the key information for Kotak Infrastructure & Economic Reform Fund Returns up to 1 year are on To generate opportunities for growth along with possibility of consistent
returns by investing predominantly in a portfolio of stocks of companies engaged
in the commodity business within the following sectors - Oil & Gas, Metals,
Materials & Agriculture and in debt & money market instruments. SBI Magnum COMMA Fund is a Equity - Sectoral fund was launched on 8 Aug 05. It is a fund with High risk and has given a Below is the key information for SBI Magnum COMMA Fund Returns up to 1 year are on (Erstwhile SBI FMCG Fund) To provide the investors maximum growth opportunity through equity
investments in stocks of growth oriented sectors of the economy. SBI Consumption Opportunities Fund is a Equity - Sectoral fund was launched on 2 Jan 13. It is a fund with High risk and has given a Below is the key information for SBI Consumption Opportunities Fund Returns up to 1 year are on The investment objective of the scheme is to generate long term capital appreciation by investing in a portfolio of companies/funds that are likely to benefit either directly or indirectly from consumption led demand in India. The Scheme does not guarantee or assure any returns Mirae Asset Great Consumer Fund is a Equity - Sectoral fund was launched on 29 Mar 11. It is a fund with High risk and has given a Below is the key information for Mirae Asset Great Consumer Fund Returns up to 1 year are on (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 Below is the key information for Nippon India Power and Infra Fund Returns up to 1 year are on Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2023 (%) DSP BlackRock Natural Resources and New Energy Fund Growth ₹92.399
↑ 0.62 ₹1,173 13.3 23.1 57.6 21.5 23.1 31.2 IDFC Infrastructure Fund Growth ₹54.968
↑ 0.66 ₹1,171 24.5 46.7 88.5 36.2 28.4 50.3 Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹56.85
↑ 0.69 ₹3,178 11.3 12.6 26.4 16.7 13.4 21.7 Franklin Build India Fund Growth ₹143.826
↑ 0.59 ₹2,530 17 32.6 78.3 36.2 27 51.1 Sundaram Rural and Consumption Fund Growth ₹91.5459
↑ 0.70 ₹1,393 12.1 12 33.7 19.6 17.4 30.2 Kotak Infrastructure & Economic Reform Fund Growth ₹70.881
↑ 0.41 ₹1,990 22.5 38 65 36.7 27.5 37.3 SBI Magnum COMMA Fund Growth ₹101.001
↑ 0.52 ₹595 8.7 12.9 45.2 15.9 22.4 32.3 SBI Consumption Opportunities Fund Growth ₹309.557
↑ 3.20 ₹2,183 13.5 16.4 35.6 25.8 22.9 29.9 Mirae Asset Great Consumer Fund Growth ₹90.251
↑ 0.83 ₹3,351 13.9 15.1 34.5 22.4 21.1 32.9 Nippon India Power and Infra Fund Growth ₹372.435
↑ 1.89 ₹5,697 18.8 35.5 83.4 40 29.5 58 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jun 24 100 కోట్లు
.1. DSP BlackRock Natural Resources and New Energy Fund
CAGR/Annualized
return of 14.7% since its launch. Ranked 2 in Sectoral
category. Return for 2023 was 31.2% , 2022 was 9.8% and 2021 was 42.8% . DSP BlackRock Natural Resources and New Energy Fund
Growth Launch Date 25 Apr 08 NAV (28 Jun 24) ₹92.399 ↑ 0.62 (0.67 %) Net Assets (Cr) ₹1,173 on 31 May 24 Category Equity - Sectoral AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆☆ Risk High Expense Ratio 2.14 Sharpe Ratio 2.85 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.
Date Value 30 Jun 19 ₹10,000 30 Jun 20 ₹8,114 30 Jun 21 ₹15,682 30 Jun 22 ₹14,232 30 Jun 23 ₹18,101 30 Jun 24 ₹28,316 Returns for DSP BlackRock Natural Resources and New Energy Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 28 Jun 24 Duration Returns 1 Month 0.4% 3 Month 13.3% 6 Month 23.1% 1 Year 57.6% 3 Year 21.5% 5 Year 23.1% 10 Year 15 Year Since launch 14.7% Historical performance (Yearly) on absolute basis
Year Returns 2023 31.2% 2022 9.8% 2021 42.8% 2020 11.5% 2019 4.4% 2018 -15.3% 2017 43.1% 2016 43.1% 2015 -1.7% 2014 46.8% Fund Manager information for DSP BlackRock Natural Resources and New Energy Fund
Name Since Tenure Rohit Singhania 1 Jul 12 11.93 Yr. Jay Kothari 1 Mar 13 11.26 Yr. Data below for DSP BlackRock Natural Resources and New Energy Fund as on 31 May 24
Equity Sector Allocation
Sector Value Basic Materials 44.47% Energy 36.24% Utility 12.79% Industrials 2.19% Technology 2.11% Consumer Defensive 0.06% Asset Allocation
Asset Class Value Cash 2.14% Equity 97.85% Debt 0.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity Coal India Ltd (Energy)
Equity, Since 31 Mar 22 | COALINDIA9% ₹108 Cr 2,203,972 Hindalco Industries Ltd (Basic Materials)
Equity, Since 31 Oct 15 | HINDALCO9% ₹106 Cr 1,534,067 BGF World Energy I2
Investment Fund | -9% ₹101 Cr 404,694
↑ 32,158 Tata Steel Ltd (Basic Materials)
Equity, Since 31 Aug 16 | TATASTEEL8% ₹97 Cr 5,785,263 GAIL (India) Ltd (Utilities)
Equity, Since 31 Aug 20 | 5321558% ₹93 Cr 4,531,131
↑ 1,220,010 Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Mar 20 | 5322867% ₹83 Cr 803,550
↓ -17,498 BGF Sustainable Energy I2
Investment Fund | -6% ₹73 Cr 443,474
↑ 30,427 NMDC Ltd (Basic Materials)
Equity, Since 30 Sep 18 | 5263715% ₹53 Cr 2,032,001
↓ -844,362 Reliance Industries Ltd (Energy)
Equity, Since 31 Aug 08 | RELIANCE4% ₹51 Cr 179,041 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 08 | 5005474% ₹46 Cr 726,439
↑ 118,157 2. IDFC Infrastructure Fund
CAGR/Annualized
return of 13.7% since its launch. Ranked 1 in Sectoral
category. Return for 2023 was 50.3% , 2022 was 1.7% and 2021 was 64.8% . IDFC Infrastructure Fund
Growth Launch Date 8 Mar 11 NAV (01 Jul 24) ₹54.968 ↑ 0.66 (1.22 %) Net Assets (Cr) ₹1,171 on 30 Apr 24 Category Equity - Sectoral AMC IDFC Asset Management Company Limited Rating ☆☆☆☆☆ Risk High Expense Ratio 2.44 Sharpe Ratio 3.99 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.
Date Value 30 Jun 19 ₹10,000 30 Jun 20 ₹7,399 30 Jun 21 ₹13,866 30 Jun 22 ₹13,265 30 Jun 23 ₹18,629 30 Jun 24 ₹34,701 Returns for IDFC Infrastructure Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 28 Jun 24 Duration Returns 1 Month 9.8% 3 Month 24.5% 6 Month 46.7% 1 Year 88.5% 3 Year 36.2% 5 Year 28.4% 10 Year 15 Year Since launch 13.7% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 43.2% Fund Manager information for IDFC Infrastructure Fund
Name Since Tenure Vishal Biraia 24 Jan 24 0.35 Yr. Ritika Behera 7 Oct 23 0.65 Yr. Data below for IDFC Infrastructure Fund as on 30 Apr 24
Equity Sector Allocation
Sector Value Industrials 58.06% Basic Materials 12.33% Utility 9.83% Communication Services 4.94% Consumer Cyclical 4.1% Technology 2.71% Health Care 1.64% Financial Services 1.35% Energy 0.42% Asset Allocation
Asset Class Value Cash 4.63% Equity 95.37% Top Securities Holdings / Portfolio
Name Holding Value Quantity Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Dec 17 | KIRLOSBROS5% ₹73 Cr 426,753
↓ -39,681 Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT5% ₹72 Cr 195,375 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 Dec 23 | ADANIPORTS5% ₹65 Cr 450,239
↑ 143,423 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Oct 19 | BEL4% ₹56 Cr 1,905,598 Ahluwalia Contracts (India) Ltd (Industrials)
Equity, Since 30 Apr 15 | AHLUCONT4% ₹51 Cr 431,238 Torrent Power Ltd (Utilities)
Equity, Since 31 Mar 18 | 5327793% ₹44 Cr 291,337 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | ULTRACEMCO3% ₹39 Cr 38,965 Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Mar 18 | 5322863% ₹38 Cr 366,666 GPT Infraprojects Ltd (Industrials)
Equity, Since 30 Nov 17 | GPTINFRA3% ₹37 Cr 1,619,950 H.G. Infra Engineering Ltd Ordinary Shares (Industrials)
Equity, Since 28 Feb 18 | HGINFRA3% ₹35 Cr 231,984
↓ -5,777 3. Aditya Birla Sun Life Banking And Financial Services Fund
CAGR/Annualized
return of 17.9% since its launch. Ranked 3 in Sectoral
category. Return for 2023 was 21.7% , 2022 was 11.5% and 2021 was 16.8% . Aditya Birla Sun Life Banking And Financial Services Fund
Growth Launch Date 14 Dec 13 NAV (01 Jul 24) ₹56.85 ↑ 0.69 (1.23 %) Net Assets (Cr) ₹3,178 on 30 Apr 24 Category Equity - Sectoral AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 2.13 Sharpe Ratio 1.8 Information Ratio 0.69 Alpha Ratio 14.46 Min Investment 1,000 Min SIP Investment 1,000 Exit Load 0-365 Days (1%),365 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 19 ₹10,000 30 Jun 20 ₹7,112 30 Jun 21 ₹11,944 30 Jun 22 ₹10,941 30 Jun 23 ₹14,952 30 Jun 24 ₹18,664 Returns for Aditya Birla Sun Life Banking And Financial Services Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 28 Jun 24 Duration Returns 1 Month 9.6% 3 Month 11.3% 6 Month 12.6% 1 Year 26.4% 3 Year 16.7% 5 Year 13.4% 10 Year 15 Year Since launch 17.9% Historical performance (Yearly) on absolute basis
Year Returns 2023 21.7% 2022 11.5% 2021 16.8% 2020 1.1% 2019 14.9% 2018 -2.4% 2017 47.6% 2016 15.7% 2015 -0.5% 2014 65.8% Fund Manager information for Aditya Birla Sun Life Banking And Financial Services Fund
Name Since Tenure Dhaval Gala 26 Aug 15 8.77 Yr. Dhaval Joshi 21 Nov 22 1.53 Yr. Data below for Aditya Birla Sun Life Banking And Financial Services Fund as on 30 Apr 24
Equity Sector Allocation
Sector Value Financial Services 95.31% Technology 2.99% Asset Allocation
Asset Class Value Cash 1.7% Equity 98.3% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | ICICIBANK18% ₹560 Cr 4,993,129 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | HDFCBANK17% ₹526 Cr 3,436,948 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 5322158% ₹236 Cr 2,027,100 State Bank of India (Financial Services)
Equity, Since 31 Oct 17 | SBIN6% ₹195 Cr 2,351,492 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000345% ₹157 Cr 233,725
↓ -20,000 Poonawalla Fincorp Ltd (Financial Services)
Equity, Since 31 May 21 | POONAWALLA4% ₹109 Cr 2,422,221 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 23 | SHRIRAMFIN4% ₹108 Cr 458,066 Repco Home Finance Ltd (Financial Services)
Equity, Since 31 Dec 13 | 5353223% ₹98 Cr 2,095,955 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5406113% ₹94 Cr 1,446,861 Computer Age Management Services Ltd Ordinary Shares (Technology)
Equity, Since 31 Dec 23 | CAMS3% ₹88 Cr 253,759
↓ -17,140 4. Franklin Build India Fund
CAGR/Annualized
return of 19.7% since its launch. Ranked 4 in Sectoral
category. Return for 2023 was 51.1% , 2022 was 11.2% and 2021 was 45.9% . Franklin Build India Fund
Growth Launch Date 4 Sep 09 NAV (01 Jul 24) ₹143.826 ↑ 0.59 (0.41 %) Net Assets (Cr) ₹2,530 on 31 May 24 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 2.29 Sharpe Ratio 3.96 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.
Date Value 30 Jun 19 ₹10,000 30 Jun 20 ₹7,621 30 Jun 21 ₹12,989 30 Jun 22 ₹13,563 30 Jun 23 ₹18,522 30 Jun 24 ₹32,881 Returns for Franklin Build India Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 28 Jun 24 Duration Returns 1 Month 6.6% 3 Month 17% 6 Month 32.6% 1 Year 78.3% 3 Year 36.2% 5 Year 27% 10 Year 15 Year Since launch 19.7% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 93.8% Fund Manager information for Franklin Build India Fund
Name Since Tenure Ajay Argal 18 Oct 21 2.62 Yr. Kiran Sebastian 7 Feb 22 2.31 Yr. Sandeep Manam 18 Oct 21 2.62 Yr. Data below for Franklin Build India Fund as on 31 May 24
Equity Sector Allocation
Sector Value Industrials 42.68% Utility 11.52% Financial Services 10.17% Energy 9.27% Basic Materials 6.71% Communication Services 5.55% Real Estate 4.17% Consumer Cyclical 4.16% Technology 1.11% Asset Allocation
Asset Class Value Cash 4.66% Equity 95.34% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT9% ₹229 Cr 625,000
↑ 25,000 NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 5325556% ₹153 Cr 4,250,000 Kirloskar Oil Engines Ltd (Industrials)
Equity, Since 30 Nov 21 | KIRLOSENG6% ₹140 Cr 1,119,847 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | 5003125% ₹126 Cr 4,750,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | 5328985% ₹115 Cr 3,725,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE4% ₹109 Cr 381,000 Kirloskar Pneumatic Co Ltd (Industrials)
Equity, Since 31 Aug 22 | 5052834% ₹100 Cr 813,847
↓ -11,153 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL4% ₹97 Cr 710,000 KEI Industries Ltd (Industrials)
Equity, Since 31 Dec 15 | KEI4% ₹94 Cr 229,407 Sobha Ltd (Real Estate)
Equity, Since 31 Aug 17 | SOBHA4% ₹93 Cr 490,000 5. Sundaram Rural and Consumption Fund
CAGR/Annualized
return of 13% since its launch. Ranked 2 in Sectoral
category. Return for 2023 was 30.2% , 2022 was 9.3% and 2021 was 19.3% . Sundaram Rural and Consumption Fund
Growth Launch Date 12 May 06 NAV (01 Jul 24) ₹91.5459 ↑ 0.70 (0.77 %) Net Assets (Cr) ₹1,393 on 31 May 24 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.27 Sharpe Ratio 2.33 Information Ratio -0.42 Alpha Ratio 6.59 Min Investment 5,000 Min SIP Investment 100 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 19 ₹10,000 30 Jun 20 ₹9,137 30 Jun 21 ₹13,081 30 Jun 22 ₹13,102 30 Jun 23 ₹16,721 30 Jun 24 ₹22,187 Returns for Sundaram Rural and Consumption Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 28 Jun 24 Duration Returns 1 Month 9.1% 3 Month 12.1% 6 Month 12% 1 Year 33.7% 3 Year 19.6% 5 Year 17.4% 10 Year 15 Year Since launch 13% Historical performance (Yearly) on absolute basis
Year Returns 2023 30.2% 2022 9.3% 2021 19.3% 2020 13.5% 2019 2.7% 2018 -7.8% 2017 38.7% 2016 21.1% 2015 6.3% 2014 47.4% Fund Manager information for Sundaram Rural and Consumption Fund
Name Since Tenure Ratish Varier 1 Jan 22 2.42 Yr. Ashish Aggarwal 1 Jan 22 2.42 Yr. Data below for Sundaram Rural and Consumption Fund as on 31 May 24
Equity Sector Allocation
Sector Value Consumer Cyclical 38.73% Consumer Defensive 34.96% Communication Services 12% Health Care 2.85% Real Estate 2.42% Financial Services 2.41% Basic Materials 1.73% Technology 0.8% Asset Allocation
Asset Class Value Cash 4.11% Equity 95.89% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL10% ₹136 Cr 987,983 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC9% ₹128 Cr 2,991,251 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M7% ₹102 Cr 407,736 Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL7% ₹95 Cr 2,454,592 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR7% ₹95 Cr 408,013 Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN6% ₹83 Cr 255,389 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI4% ₹61 Cr 49,344 United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Dec 18 | UNITDSPR4% ₹56 Cr 480,998 Emami Ltd (Consumer Defensive)
Equity, Since 31 May 23 | 5311624% ₹54 Cr 866,731
↓ -200,000 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 5230253% ₹48 Cr 246,492 6. Kotak Infrastructure & Economic Reform Fund
CAGR/Annualized
return of 12.7% since its launch. Ranked 6 in Sectoral
category. Return for 2023 was 37.3% , 2022 was 15.6% and 2021 was 57.3% . Kotak Infrastructure & Economic Reform Fund
Growth Launch Date 25 Feb 08 NAV (01 Jul 24) ₹70.881 ↑ 0.41 (0.58 %) Net Assets (Cr) ₹1,990 on 31 May 24 Category Equity - Sectoral AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆☆ Risk High Expense Ratio 2.12 Sharpe Ratio 3.57 Information Ratio 0.85 Alpha Ratio 16.9 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 19 ₹10,000 30 Jun 20 ₹7,911 30 Jun 21 ₹13,292 30 Jun 22 ₹14,857 30 Jun 23 ₹20,483 30 Jun 24 ₹33,608 Returns for Kotak Infrastructure & Economic Reform Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 28 Jun 24 Duration Returns 1 Month 9.1% 3 Month 22.5% 6 Month 38% 1 Year 65% 3 Year 36.7% 5 Year 27.5% 10 Year 15 Year Since launch 12.7% Historical performance (Yearly) on absolute basis
Year Returns 2023 37.3% 2022 15.6% 2021 57.3% 2020 3.4% 2019 3.6% 2018 -19.6% 2017 45.3% 2016 9.2% 2015 -0.2% 2014 80.7% Fund Manager information for Kotak Infrastructure & Economic Reform Fund
Name Since Tenure Arjun Khanna 1 Mar 22 2.25 Yr. Nalin Bhatt 1 Oct 23 0.67 Yr. Data below for Kotak Infrastructure & Economic Reform Fund as on 31 May 24
Equity Sector Allocation
Sector Value Industrials 51.44% Consumer Cyclical 12.34% Basic Materials 11.37% Utility 7.55% Communication Services 5.2% Financial Services 3.09% Energy 2.01% Real Estate 1.8% Asset Allocation
Asset Class Value Cash 4.33% Equity 95.67% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 15 | LT4% ₹78 Cr 212,096 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTL4% ₹75 Cr 545,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 15 | ULTRACEMCO3% ₹69 Cr 70,000 Thermax Ltd (Industrials)
Equity, Since 31 Aug 11 | THERMAX3% ₹68 Cr 125,000 Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Oct 15 | SOLARINDS3% ₹67 Cr 72,000 Container Corporation of India Ltd (Industrials)
Equity, Since 30 Sep 12 | CONCOR3% ₹67 Cr 620,000 Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Aug 17 | KPIL3% ₹66 Cr 552,500 Power Finance Corp Ltd (Financial Services)
Equity, Since 30 Apr 24 | 5328103% ₹62 Cr 1,250,000 G R Infraprojects Ltd (Industrials)
Equity, Since 31 Jul 21 | 5433173% ₹58 Cr 360,788 Cummins India Ltd (Industrials)
Equity, Since 30 Sep 12 | 5004803% ₹57 Cr 160,000 7. SBI Magnum COMMA Fund
CAGR/Annualized
return of 13% since its launch. Ranked 9 in Sectoral
category. Return for 2023 was 32.3% , 2022 was -6.6% and 2021 was 52% . SBI Magnum COMMA Fund
Growth Launch Date 8 Aug 05 NAV (01 Jul 24) ₹101.001 ↑ 0.52 (0.51 %) Net Assets (Cr) ₹595 on 31 May 24 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.6 Sharpe Ratio 2.33 Information Ratio -0.89 Alpha Ratio 3.74 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 30 Jun 19 ₹10,000 30 Jun 20 ₹9,414 30 Jun 21 ₹17,527 30 Jun 22 ₹16,127 30 Jun 23 ₹18,861 30 Jun 24 ₹27,245 Returns for SBI Magnum COMMA Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 28 Jun 24 Duration Returns 1 Month 4.4% 3 Month 8.7% 6 Month 12.9% 1 Year 45.2% 3 Year 15.9% 5 Year 22.4% 10 Year 15 Year Since launch 13% Historical performance (Yearly) on absolute basis
Year Returns 2023 32.3% 2022 -6.6% 2021 52% 2020 23.9% 2019 11.8% 2018 -18.7% 2017 39.2% 2016 32.3% 2015 -6.1% 2014 31.5% Fund Manager information for SBI Magnum COMMA Fund
Name Since Tenure Dinesh Balachandran 1 Jun 24 0 Yr. Pradeep Kesavan 31 Dec 23 0.42 Yr. Data below for SBI Magnum COMMA Fund as on 31 May 24
Equity Sector Allocation
Sector Value Basic Materials 43.39% Energy 30.77% Utility 7.56% Consumer Cyclical 4.82% Consumer Defensive 4.09% Financial Services 3.18% Industrials 2.17% Asset Allocation
Asset Class Value Cash 4.03% Equity 95.97% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 07 | RELIANCE8% ₹48 Cr 167,366 Tata Steel Ltd (Basic Materials)
Equity, Since 30 Apr 11 | TATASTEEL8% ₹46 Cr 2,776,000 NTPC Ltd (Utilities)
Equity, Since 31 Mar 20 | 5325558% ₹45 Cr 1,253,717 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 20 | 5003126% ₹37 Cr 1,400,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Jun 18 | ULTRACEMCO6% ₹34 Cr 34,000 Coal India Ltd (Energy)
Equity, Since 31 Mar 22 | COALINDIA5% ₹32 Cr 650,000 Vedanta Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 5002955% ₹30 Cr 675,000 Hindustan Copper Ltd (Basic Materials)
Equity, Since 30 Apr 21 | HINDCOPPER5% ₹29 Cr 813,400
↓ -450,000 Arvind Ltd (Consumer Cyclical)
Equity, Since 30 Apr 24 | 5001015% ₹29 Cr 760,000
↑ 160,000 Oil India Ltd (Energy)
Equity, Since 29 Feb 24 | OIL5% ₹29 Cr 450,000 8. SBI Consumption Opportunities Fund
CAGR/Annualized
return of 17.1% since its launch. Ranked 11 in Sectoral
category. Return for 2023 was 29.9% , 2022 was 13.9% and 2021 was 35.6% . SBI Consumption Opportunities Fund
Growth Launch Date 2 Jan 13 NAV (01 Jul 24) ₹309.557 ↑ 3.20 (1.04 %) Net Assets (Cr) ₹2,183 on 31 May 24 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.31 Sharpe Ratio 2.04 Information Ratio 0.28 Alpha Ratio 4.86 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-15 Days (0.5%),15 Days and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 19 ₹10,000 30 Jun 20 ₹8,578 30 Jun 21 ₹14,018 30 Jun 22 ₹16,083 30 Jun 23 ₹20,685 30 Jun 24 ₹27,755 Returns for SBI Consumption Opportunities Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 28 Jun 24 Duration Returns 1 Month 9% 3 Month 13.5% 6 Month 16.4% 1 Year 35.6% 3 Year 25.8% 5 Year 22.9% 10 Year 15 Year Since launch 17.1% Historical performance (Yearly) on absolute basis
Year Returns 2023 29.9% 2022 13.9% 2021 35.6% 2020 13.9% 2019 0.1% 2018 -2% 2017 53.1% 2016 2.4% 2015 5.3% 2014 30.9% Fund Manager information for SBI Consumption Opportunities Fund
Name Since Tenure Pradeep Kesavan 1 Apr 24 0.16 Yr. Ashit Desai 1 Apr 24 0.16 Yr. Data below for SBI Consumption Opportunities Fund as on 31 May 24
Equity Sector Allocation
Sector Value Consumer Cyclical 45.41% Consumer Defensive 31.56% Industrials 13.35% Communication Services 6.44% Asset Allocation
Asset Class Value Cash 3.23% Equity 96.77% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTL6% ₹126 Cr 920,000 Ganesha Ecosphere Ltd (Consumer Cyclical)
Equity, Since 31 May 18 | 5141675% ₹117 Cr 1,010,998 ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC4% ₹94 Cr 2,200,000 Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | JUBLFOOD4% ₹91 Cr 1,836,850
↑ 425,000 Bajaj Auto Ltd (Consumer Cyclical)
Equity, Since 30 Apr 23 | 5329773% ₹76 Cr 83,658
↓ -16,111 Blue Star Ltd (Industrials)
Equity, Since 30 Sep 21 | BLUESTARCO3% ₹74 Cr 470,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 20 | MARUTI3% ₹71 Cr 57,000
↑ 10,000 Chalet Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Jan 19 | CHALET3% ₹70 Cr 887,313
↓ -250,000 EIH Ltd (Consumer Cyclical)
Equity, Since 31 Dec 23 | 5008403% ₹67 Cr 1,550,000 Godrej Consumer Products Ltd (Consumer Defensive)
Equity, Since 31 Dec 22 | 5324243% ₹66 Cr 520,000 9. Mirae Asset Great Consumer Fund
CAGR/Annualized
return of 18% since its launch. Ranked 7 in Sectoral
category. Return for 2023 was 32.9% , 2022 was 7.2% and 2021 was 33% . Mirae Asset Great Consumer Fund
Growth Launch Date 29 Mar 11 NAV (01 Jul 24) ₹90.251 ↑ 0.83 (0.92 %) Net Assets (Cr) ₹3,351 on 30 Apr 24 Category Equity - Sectoral AMC Mirae Asset Global Inv (India) Pvt. Ltd Rating ☆☆☆☆ Risk High Expense Ratio 1.85 Sharpe Ratio 2.44 Information Ratio 0.03 Alpha Ratio 1.01 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Jun 19 ₹10,000 30 Jun 20 ₹9,449 30 Jun 21 ₹14,215 30 Jun 22 ₹14,726 30 Jun 23 ₹19,459 30 Jun 24 ₹25,940 Returns for Mirae Asset Great Consumer Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 28 Jun 24 Duration Returns 1 Month 8.9% 3 Month 13.9% 6 Month 15.1% 1 Year 34.5% 3 Year 22.4% 5 Year 21.1% 10 Year 15 Year Since launch 18% Historical performance (Yearly) on absolute basis
Year Returns 2023 32.9% 2022 7.2% 2021 33% 2020 11.2% 2019 8.6% 2018 1.9% 2017 51% 2016 2% 2015 3.8% 2014 42.7% Fund Manager information for Mirae Asset Great Consumer Fund
Name Since Tenure Ankit Jain 5 Oct 16 7.66 Yr. Siddhant Chhabria 21 Jun 21 2.95 Yr. Data below for Mirae Asset Great Consumer Fund as on 30 Apr 24
Equity Sector Allocation
Sector Value Consumer Cyclical 41.22% Consumer Defensive 25.23% Industrials 11.02% Communication Services 6.82% Financial Services 4.69% Basic Materials 4.59% Health Care 4.49% Real Estate 1.27% Asset Allocation
Asset Class Value Cash 0.67% Equity 99.33% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL6% ₹209 Cr 1,525,000 ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC6% ₹202 Cr 4,729,744 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 15 | HINDUNILVR4% ₹139 Cr 597,000
↑ 22,000 Titan Co Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | TITAN4% ₹125 Cr 387,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | MARUTI4% ₹120 Cr 96,500 Trent Ltd (Consumer Cyclical)
Equity, Since 31 May 23 | 5002513% ₹118 Cr 258,000
↓ -22,000 Zomato Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | 5433203% ₹116 Cr 6,450,000 Dabur India Ltd (Consumer Defensive)
Equity, Since 31 Aug 15 | 5000963% ₹99 Cr 1,810,000
↑ 60,000 Eicher Motors Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | EICHERMOT3% ₹92 Cr 195,000
↓ -35,000 HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 14 | HDFCBANK3% ₹92 Cr 600,000 10. Nippon India Power and Infra Fund
CAGR/Annualized
return of 19.7% since its launch. Ranked 13 in Sectoral
category. Return for 2023 was 58% , 2022 was 10.9% and 2021 was 48.9% . Nippon India Power and Infra Fund
Growth Launch Date 8 May 04 NAV (01 Jul 24) ₹372.435 ↑ 1.89 (0.51 %) Net Assets (Cr) ₹5,697 on 31 May 24 Category Equity - Sectoral AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 2.23 Sharpe Ratio 4.11 Information Ratio 1.72 Alpha Ratio 18.63 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 30 Jun 19 ₹10,000 30 Jun 20 ₹8,161 30 Jun 21 ₹13,274 30 Jun 22 ₹13,569 30 Jun 23 ₹19,915 30 Jun 24 ₹36,330 Returns for Nippon India Power and Infra Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 28 Jun 24 Duration Returns 1 Month 8.3% 3 Month 18.8% 6 Month 35.5% 1 Year 83.4% 3 Year 40% 5 Year 29.5% 10 Year 15 Year Since launch 19.7% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 50.8% Fund Manager information for Nippon India Power and Infra Fund
Name Since Tenure Sanjay Doshi 2 Jan 17 7.42 Yr. Kinjal Desai 25 May 18 6.02 Yr. Data below for Nippon India Power and Infra Fund as on 31 May 24
Equity Sector Allocation
Sector Value Industrials 40.85% Utility 14.2% Basic Materials 8.52% Communication Services 7.09% Energy 6.03% Real Estate 5.41% Consumer Cyclical 4.53% Technology 4.43% Health Care 2.56% Asset Allocation
Asset Class Value Cash 6.37% Equity 93.63% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 07 | LT6% ₹367 Cr 1,000,000
↑ 200,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE6% ₹343 Cr 1,200,000
↑ 200,000 NTPC Ltd (Utilities)
Equity, Since 31 May 09 | 5325556% ₹341 Cr 9,500,000
↑ 1,500,000 Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Nov 22 | KAYNES5% ₹288 Cr 850,900
↑ 50,900 Bosch Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | 5005305% ₹258 Cr 85,000
↑ 15,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 18 | BHARTIARTL4% ₹247 Cr 1,800,000 Carborundum Universal Ltd (Industrials)
Equity, Since 30 Sep 23 | CARBORUNIV4% ₹239 Cr 1,500,000
↑ 321,674 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | ULTRACEMCO4% ₹233 Cr 235,000
↑ 10,000 Honeywell Automation India Ltd (Industrials)
Equity, Since 31 Jan 24 | HONAUT4% ₹206 Cr 40,000 Brigade Enterprises Ltd (Real Estate)
Equity, Since 31 May 23 | 5329293% ₹193 Cr 1,500,000
సెక్టార్ ఫండ్స్లో పెట్టుబడి పెట్టే ముందు మీరు తెలుసుకోవలసిన కొన్ని విషయాలు ఇక్కడ ఉన్నాయి:
మ్యూచువల్ ఫండ్ పథకం యొక్క లక్ష్యాన్ని ఎల్లప్పుడూ సరిగ్గా అర్థం చేసుకోవాలి. ఉదాహరణకు, కొన్ని రంగాల మ్యూచువల్ ఫండ్లు పేర్కొన్న రంగంలో పోర్ట్ఫోలియోలో 65 శాతం వరకు మాత్రమే పెట్టుబడి పెడతాయి. ఇది ఒక రంగానికి మీ ఎక్స్పోజర్ను తగ్గించగలదు మరియు మీరు ఆశించిన విధంగా దిగుబడిని అందించదు.
వారు చెప్పినట్లు, స్టాక్ మార్కెట్లో సంపదను పెంచుకోవడానికి, "మార్కెట్ను సమయపాలన చేయడం కంటే మార్కెట్లో సమయం చాలా ముఖ్యం." కానీ, సెక్టార్ మ్యూచువల్ ఫండ్స్లో డబ్బు సంపాదించడం విషయానికి వస్తే, మార్కెట్ను, ప్రత్యేకించి, సిమెంట్ వంటి చక్రీయ రంగాలలో సమయాన్ని నిర్ణయించడం నేర్చుకోవాలి.బ్యాంక్, ఉక్కు మొదలైనవి. ఉదాహరణకు, వడ్డీ రేట్లు తక్కువగా ఉన్నప్పుడు లేదా తగ్గుతాయని అంచనా వేసినప్పుడు బ్యాంకింగ్ స్టాక్లు బాగా పని చేస్తాయి. మరియు వారుఅండర్ పెర్ఫార్మ్ వడ్డీ రేట్లు పెరుగుతున్నప్పుడు. కాబట్టి, బ్యాంకింగ్ ఫండ్లో మంచి రాబడిని పొందాలంటే, వడ్డీ రేటు చక్రం యొక్క కుడి మలుపులో ఉండాలి.
ఆదర్శవంతంగా, ఒకపెట్టుబడిదారుడు తీసుకోవాలిSIP అటువంటి ఫండ్లకు బహిర్గతం కావడానికి మార్గం, అయితే సెక్టార్ ఫండమెంటల్స్ మసకబారడం లేదా మునిగిపోవడం ప్రారంభించినప్పుడు SIPలను మూసివేయాలి మరియు సెక్టార్ మ్యూచువల్ ఫండ్లలో స్థానం నుండి నిష్క్రమించాలి.
కాకుండాడైవర్సిఫైడ్ ఫండ్స్, రంగ మ్యూచువల్ ఫండ్స్ తక్కువ వైవిధ్యభరితంగా ఉంటాయి, అందువల్ల రిస్క్ యొక్క బహిర్గతం తులనాత్మకంగా ఎక్కువగా ఉంటుంది. సెక్టార్ ఫండ్స్ చుట్టూ ఉన్న ప్రతికూలత అస్థిరత యొక్క అధిక రేటు. ఇది పెట్టుబడి యొక్క స్వభావం కారణంగా ఉంది. మార్కెట్ పైకి కదులుతున్నప్పుడు పెట్టుబడిదారుడు అధిక రాబడిని పొందుతాడు మరియు నిర్దిష్ట రంగానికి చెందిన మార్కెట్ క్షీణిస్తున్నప్పుడు విపరీతమైన నష్టాన్ని చవిచూస్తాడు.
డైవర్సిఫైడ్ మ్యూచువల్ ఫండ్స్తో పోలిస్తే, సెక్టార్ మ్యూచువల్ ఫండ్ను చాలా కాలం పాటు పోర్ట్ఫోలియోలో ఉంచకూడదు. ఆదర్శవంతంగా, ఒక రంగం బాగా పని చేస్తుందని ఆశించినప్పుడు, అటువంటి ఫండ్ను కొనుగోలు చేసి, అది అనుకూలంగా లేనప్పుడు ఫండ్ నుండి నిష్క్రమించాలి. ఈ నిధులు ఎక్కువగా చక్రీయమైనవి కాబట్టి, వాటి పదవీకాలం సాధారణంగా 3-5 సంవత్సరాలు. అందువల్ల, పెట్టుబడిదారులు అటువంటి ఫండ్స్ నుండి ఎప్పుడు నిష్క్రమించాలో తెలుసుకోవడానికి కొంత సమయాన్ని వెచ్చించాలి.
సెక్టార్ ఫండ్స్లో పెట్టుబడి పెట్టే పెట్టుబడిదారులు ఫండ్ మేనేజర్ తన పెట్టుబడి ఎంపికలలో పరిమితం చేయబడతారని అర్థం చేసుకోవాలి మరియు మార్కెట్లో ఆ రంగం బాగా పని చేయకపోయినా నిర్దిష్ట రంగంలో పెట్టుబడులు పెట్టడం కొనసాగించాలి. అయితే, ఈక్విటీ డైవర్సిఫైడ్ ఫండ్స్లో, ఫండ్ మేనేజర్ అటువంటి పరిమితికి కట్టుబడి ఉండరు.
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