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పెట్టుబడిదారులకు శుభవార్త!
మీరు ఎందుకు చింతించకూడదు?
అందువల్ల, దీర్ఘకాలంపై దృష్టి పెట్టండి!
FY 22 - 23లో పెట్టుబడి పెట్టడానికి ఉత్తమ పనితీరు కనబరుస్తున్న SIP ఫండ్‌లు
Top 5 Funds

కరోనా వైరస్ గురించి పెట్టుబడిదారులు ఎందుకు ఆందోళన చెందకూడదు?

Updated on January 18, 2025 , 1550 views

ప్రపంచవ్యాప్తంగా కరోనా ట్రెండ్ అవుతోంది. చైనాలో దాని భారీ వ్యాప్తితో, దేశం దాని ఆర్థిక మరియు ఆర్థిక వృద్ధిలో మందగమనాన్ని ఎదుర్కొంటోంది. యుఎస్, సింగపూర్, యుకె, మలేషియా, థాయ్‌లాండ్ మొదలైన ఇతర దేశాలు కూడా కొంత ఎదురుదెబ్బను అనుభవించాయి.

వివిధ ఫార్మా ఉత్పత్తుల ధరలు పెరిగాయి మరియు పెట్టుబడిదారులుసంత భయపడి చనిపోయారు. చైనీస్ ఉత్పత్తులను అత్యధికంగా దిగుమతి చేసుకునే దేశాల్లో భారతదేశం ఒకటి కాబట్టి, మార్కెట్ కరిగిపోతుందనే భయం భారతీయ పెట్టుబడిదారులలో ట్రెండ్‌లో ఉంది.

పెట్టుబడిదారులకు శుభవార్త!

పరిశ్రమ నిపుణులు మొత్తం పరిస్థితిని అధ్యయనం చేసి, ప్రతి పెట్టుబడిదారుల దిశలో పచ్చజెండా ఊపుతున్నారు.

ఇటీవలి నివేదిక ప్రకారం, ఆర్థిక వ్యవహారాల కార్యదర్శి అతాను చక్రవర్తి మాట్లాడుతూ, కరోనావైరస్ వ్యాప్తి భారత ఆర్థిక కార్యకలాపాలను దెబ్బతీయదని అన్నారు. అంతేకాకుండా, వాటిపై ప్రభావం చూపే ఏదీ ఇంకా చూడలేకపోయామని బ్యాంకర్లు చెప్పారని నివేదిక పేర్కొంది.ఆర్థిక వ్యవస్థ.

మీరు ఎందుకు చింతించకూడదు?

చారిత్రాత్మకంగా, అభివృద్ధి చెందుతున్న వ్యాధులకు మార్కెట్ ప్రతిచర్య స్వల్పకాలికంగా ఉంటుంది. మీరు చూస్తే, సివియర్ అక్యూట్ రెస్పిరేటరీ సిండ్రోమ్ (SARS) 2003, ఇది కరోనావైరస్ మాదిరిగానే ఉంటుంది. వాస్తవానికి, ఇది 8100 మందిని ప్రభావితం చేసింది మరియు 770 మంది మరణాలకు కారణమైంది, అయితే ఆ సమయంలో స్టాక్ తిరిగి బౌన్స్ అయినప్పుడు SARS మాత్రమే ఉంది.

ముఖ్యంగా, స్వైన్ ఫ్లూ సంక్షోభం తర్వాత అపారమైన లాభాలు వచ్చాయి మరియు తర్వాత గొప్ప పుంజుకుంది.మాంద్యం.

భారతదేశం ప్రపంచవ్యాప్తంగా వివిధ వ్యాప్తిని చూసింది, అవి భారత ఆర్థిక వ్యవస్థను కూడా దెబ్బతీశాయి. అయితే, ఆర్థిక వ్యవస్థ తిరిగి పుంజుకుంటుంది మరియు ఆర్థిక వ్యవస్థ తిరోగమనాన్ని ఎదుర్కొన్నప్పుడు పెట్టుబడిదారులు ఎల్లప్పుడూ ఎక్కువ పెట్టుబడి పెట్టమని ప్రోత్సహిస్తారు.

స్వల్పకాలిక మార్కెట్ హెచ్చుతగ్గులు దీర్ఘకాలిక పెట్టుబడిపై దృష్టి సారించే పెట్టుబడిదారుల రాబడిని ప్రభావితం చేయకపోవచ్చు, ఎందుకంటే దీర్ఘకాలంలో మార్కెట్ బౌన్స్ బ్యాక్ అవుతుంది.

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అందువల్ల, దీర్ఘకాలంపై దృష్టి పెట్టండి!

ఇన్వెస్టర్లు చల్లగా ఉండి, దీర్ఘకాలిక లాభాలపై దృష్టి పెట్టాలి. స్వల్పకాలిక మార్కెట్ హెచ్చుతగ్గులను నివారించండి, క్రమశిక్షణతో ఉండండి మరియు మీ ఆస్తికి కట్టుబడి ఉండండి.

మీ నిధులను వివిధ రంగాలలోకి విభజించండి మరియు మీ పోర్ట్‌ఫోలియోను వైవిధ్యపరచండి. మీ రిస్క్ మరియు రాబడిని సమతుల్యం చేయడానికి ఇది ఉత్తమ మార్గాలలో ఒకటి. ఈ విధంగా, ఒక ఫండ్ పనితీరులో విఫలమైతే, ఇతర ఫండ్స్ రాబడిని బ్యాలెన్స్ చేయగలవు.

మీరు ఉత్తమంగా ఎంచుకోవచ్చుSIP మోడ్ ద్వారామ్యూచువల్ ఫండ్స్, ఇక్కడ చిన్న మొత్తంలో పెట్టుబడి పెట్టబడుతుందిఈక్విటీ ఫండ్స్ క్రమ విరామం కంటే ఎక్కువ. ఒక SIP లాభాన్ని ఇస్తుందిసమ్మేళనం యొక్క శక్తి మరియు రూపాయి ధర సగటు, మార్కెట్ యొక్క స్వల్పకాలిక ఆపదలు మీ పోర్ట్‌ఫోలియోను పెద్దగా ప్రభావితం చేయవు. దీర్ఘకాలంలో రాబడులు సానుకూలంగా ఉన్నాయి.

FY 22 - 23లో పెట్టుబడి పెట్టడానికి ఉత్తమ పనితీరు కనబరుస్తున్న SIP ఫండ్‌లు

Fund	NAV	Net Assets (Cr)	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	2023 (%)
ICICI Prudential Infrastructure Fund Growth	₹181.19 ↑ 1.16	₹6,911	100	-8.1	-4.5	20.4	29.4	28.4	27.4
ICICI Prudential Technology Fund Growth	₹209.35 ↓ -3.21	₹14,275	100	-3	6.9	18.6	6.4	28.1	25.4
BOI AXA Manufacturing and Infrastructure Fund Growth	₹54.19 ↑ 0.04	₹537	1,000	-7	-4.2	19.7	21	28.1	25.7
IDBI Small Cap Fund Growth	₹32.589 ↑ 0.29	₹465	500	-3.4	4.9	29.8	20.8	28	40
L&T Emerging Businesses Fund Growth	₹83.1173 ↑ 0.28	₹17,386	500	-7.5	-0.5	18.1	19.4	28	28.5
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 Jan 25

* జాబితాఉత్తమ మ్యూచువల్ ఫండ్స్ SIP నికర ఆస్తులు/ AUM కంటే ఎక్కువ కలిగి ఉంది200 కోట్లు మ్యూచువల్ ఫండ్స్ యొక్క ఈక్విటీ కేటగిరీలో 5 సంవత్సరాల ఆధారంగా ఆర్డర్ చేయబడిందిCAGR తిరిగి వస్తుంది.

1. 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 16.1% 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 (20 Jan 25)	₹181.19 ↑ 1.16 (0.64 %)
Net Assets (Cr)	₹6,911 on 31 Dec 24
Category	Equity - Sectoral
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆☆
Risk	High
Expense Ratio	2.22
Sharpe Ratio	1.41
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
31 Dec 19	₹10,000
31 Dec 20	₹10,360
31 Dec 21	₹15,547
31 Dec 22	₹20,030
31 Dec 23	₹28,959
31 Dec 24	₹36,885

ICICI Prudential Infrastructure Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552 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 20 Jan 25

Duration	Returns
1 Month	-2.6%
3 Month	-8.1%
6 Month	-4.5%
1 Year	20.4%
3 Year	29.4%
5 Year	28.4%
10 Year
15 Year
Since launch	16.1%

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	7.59 Yr.
Sharmila D’mello	30 Jun 22	2.51 Yr.

Data below for ICICI Prudential Infrastructure Fund as on 31 Dec 24

Equity Sector Allocation

Sector	Value
Industrials	37.47%
Basic Materials	19.27%
Financial Services	17.1%
Utility	9.83%
Energy	7.25%
Consumer Cyclical	1.11%
Communication Services	0.95%
Real Estate	0.86%

Asset Allocation

Asset Class	Value
Cash	4.5%
Equity	94.87%
Debt	0.63%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 30 Nov 09 \| LT	9%	₹635 Cr	1,704,683 ↓ -45,000
NTPC Ltd (Utilities) Equity, Since 29 Feb 16 \| NTPC	4%	₹280 Cr	7,710,775 ↑ 1,095,077
ICICI Bank Ltd (Financial Services) Equity, Since 31 Dec 16 \| ICICIBANK	4%	₹259 Cr	1,990,000
Shree Cement Ltd (Basic Materials) Equity, Since 30 Apr 24 \| SHREECEM	4%	₹249 Cr	95,657
JM Financial Ltd (Financial Services) Equity, Since 31 Oct 21 \| JMFINANCIL	3%	₹237 Cr	17,363,241
NCC Ltd (Industrials) Equity, Since 31 Aug 21 \| NCC	3%	₹234 Cr	7,547,700 ↑ 535,035
InterGlobe Aviation Ltd (Industrials) Equity, Since 28 Feb 23 \| INDIGO	3%	₹214 Cr	487,790 ↑ 110,000
Reliance Industries Ltd (Energy) Equity, Since 31 Jul 23 \| RELIANCE	3%	₹208 Cr	1,609,486 ↑ 100,000
Adani Ports & Special Economic Zone Ltd (Industrials) Equity, Since 31 May 24 \| ADANIPORTS	3%	₹207 Cr	1,740,091 ↑ 352,447
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jan 22 \| HDFCBANK	3%	₹184 Cr	1,025,000 ↓ -275,000

2. ICICI Prudential Technology Fund

To generate long-term capital appreciation for you from a portfolio made up predominantly of equity and equity-related securities of technology intensive companies.

ICICI Prudential Technology Fund is a Equity - Sectoral fund was launched on 3 Mar 00. It is a fund with High risk and has given a CAGR/Annualized return of 13% since its launch. Ranked 37 in Sectoral category. Return for 2024 was 25.4% , 2023 was 27.5% and 2022 was -23.2% .

Below is the key information for ICICI Prudential Technology Fund

ICICI Prudential Technology Fund Growth
Launch Date	3 Mar 00
NAV (17 Jan 25)	₹209.35 ↓ -3.21 (-1.51 %)
Net Assets (Cr)	₹14,275 on 31 Dec 24
Category	Equity - Sectoral
AMC	ICICI Prudential Asset Management Company Limited
Rating	☆☆
Risk	High
Expense Ratio	1.96
Sharpe Ratio	0.97
Information Ratio	-0.12
Alpha Ratio	1.16
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 Dec 19	₹10,000
31 Dec 20	₹17,059
31 Dec 21	₹29,979
31 Dec 22	₹23,017
31 Dec 23	₹29,336
31 Dec 24	₹36,791

ICICI Prudential Technology Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552 Invest Now

Returns for ICICI Prudential Technology Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Jan 25

Duration	Returns
1 Month	-6.5%
3 Month	-3%
6 Month	6.9%
1 Year	18.6%
3 Year	6.4%
5 Year	28.1%
10 Year
15 Year
Since launch	13%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	25.4%
2022	27.5%
2021	-23.2%
2020	75.7%
2019	70.6%
2018	2.3%
2017	19.1%
2016	19.8%
2015	-4%
2014	3.9%

Fund Manager information for ICICI Prudential Technology Fund

Name	Since	Tenure
Vaibhav Dusad	2 May 20	4.67 Yr.
Sharmila D’mello	30 Jun 22	2.51 Yr.

Data below for ICICI Prudential Technology Fund as on 31 Dec 24

Equity Sector Allocation

Sector	Value
Technology	70.32%
Communication Services	16.96%
Consumer Cyclical	5.26%
Industrials	2.8%
Consumer Defensive	0.21%
Financial Services	0.21%
Health Care	0%

Asset Allocation

Asset Class	Value
Cash	2.83%
Equity	97.17%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Infosys Ltd (Technology) Equity, Since 30 Apr 08 \| INFY	22%	₹3,115 Cr	16,768,086 ↓ -292,830
Tata Consultancy Services Ltd (Technology) Equity, Since 30 Sep 19 \| TCS	12%	₹1,702 Cr	3,984,724
Bharti Airtel Ltd (Communication Services) Equity, Since 31 May 20 \| BHARTIARTL	8%	₹1,163 Cr	7,148,806
LTIMindtree Ltd (Technology) Equity, Since 31 Jul 16 \| LTIM	6%	₹808 Cr	1,308,793 ↑ 25,609
HCL Technologies Ltd (Technology) Equity, Since 30 Sep 20 \| HCLTECH	5%	₹674 Cr	3,649,450 ↓ -500,000
Tech Mahindra Ltd (Technology) Equity, Since 31 Oct 16 \| TECHM	5%	₹648 Cr	3,785,218 ↓ -180,000
Bharti Airtel Ltd (Partly Paid Rs.1.25) (Communication Services) Equity, Since 31 Oct 21 \| 890157	4%	₹565 Cr	4,645,340
Zomato Ltd (Consumer Cyclical) Equity, Since 31 Aug 22 \| 543320	3%	₹435 Cr	15,558,409 ↓ -900,000
Wipro Ltd (Technology) Equity, Since 30 Sep 19 \| WIPRO	3%	₹425 Cr	7,361,359 ↑ 436,977
Persistent Systems Ltd (Technology) Equity, Since 31 May 20 \| PERSISTENT	2%	₹325 Cr	550,394 ↓ -26,824

3. BOI AXA Manufacturing and Infrastructure Fund

The Scheme seeks to generate long term capital appreciation through a portfolio of predominantly equity and equity related securities of companies engaged in manufacturing and infrastructure and related sectors. Further, there can be no assurance that the investment objectives of the scheme will be realized. The Scheme is not providing any assured or guaranteed returns

BOI AXA Manufacturing and Infrastructure Fund is a Equity - Sectoral fund was launched on 5 Mar 10. It is a fund with High risk and has given a CAGR/Annualized return of 12% since its launch. Return for 2024 was 25.7% , 2023 was 44.7% and 2022 was 3.3% .

Below is the key information for BOI AXA Manufacturing and Infrastructure Fund

BOI AXA Manufacturing and Infrastructure Fund Growth
Launch Date	5 Mar 10
NAV (20 Jan 25)	₹54.19 ↑ 0.04 (0.07 %)
Net Assets (Cr)	₹537 on 31 Dec 24
Category	Equity - Sectoral
AMC	BOI AXA Investment Mngrs Private Ltd
Rating	Not Rated
Risk	High
Expense Ratio	2.57
Sharpe Ratio	1.25
Information Ratio	0
Alpha Ratio	0
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
31 Dec 19	₹10,000
31 Dec 20	₹12,808
31 Dec 21	₹19,534
31 Dec 22	₹20,186
31 Dec 23	₹29,208
31 Dec 24	₹36,713

BOI AXA Manufacturing and Infrastructure Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552 Invest Now

Returns for BOI AXA Manufacturing and 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 20 Jan 25

Duration	Returns
1 Month	-3.2%
3 Month	-7%
6 Month	-4.2%
1 Year	19.7%
3 Year	21%
5 Year	28.1%
10 Year
15 Year
Since launch	12%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	25.7%
2022	44.7%
2021	3.3%
2020	52.5%
2019	28.1%
2018	2.5%
2017	-22.8%
2016	56%
2015	1%
2014	0.3%

Fund Manager information for BOI AXA Manufacturing and Infrastructure Fund

Name	Since	Tenure
Nitin Gosar	27 Sep 22	2.27 Yr.

Data below for BOI AXA Manufacturing and Infrastructure Fund as on 31 Dec 24

Equity Sector Allocation

Sector	Value
Industrials	25.79%
Basic Materials	21.41%
Consumer Cyclical	10.45%
Health Care	6.69%
Utility	5.75%
Energy	5.6%
Technology	4.53%
Consumer Defensive	4.19%
Communication Services	3.27%
Real Estate	2.66%

Asset Allocation

Asset Class	Value
Cash	8.58%
Equity	91.42%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Larsen & Toubro Ltd (Industrials) Equity, Since 31 Mar 10 \| LT	5%	₹28 Cr	75,802
NTPC Ltd (Utilities) Equity, Since 31 May 21 \| NTPC	5%	₹28 Cr	773,906
Vedanta Ltd (Basic Materials) Equity, Since 31 Mar 24 \| 500295	4%	₹22 Cr	477,680
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 20 \| RELIANCE	4%	₹19 Cr	150,806
Manorama Industries Ltd (Consumer Defensive) Equity, Since 31 May 24 \| 541974	3%	₹16 Cr	137,935
Indus Towers Ltd Ordinary Shares (Communication Services) Equity, Since 31 Jan 24 \| 534816	2%	₹13 Cr	375,411
Eris Lifesciences Ltd Registered Shs (Healthcare) Equity, Since 31 Jul 23 \| ERIS	2%	₹12 Cr	84,903
Sterling and Wilson Renewable Energy Ltd (Technology) Equity, Since 31 Mar 24 \| SWSOLAR	2%	₹12 Cr	244,992
Senco Gold Ltd (Consumer Cyclical) Equity, Since 31 Aug 23 \| SENCO	2%	₹12 Cr	100,421
Hero MotoCorp Ltd (Consumer Cyclical) Equity, Since 30 Nov 23 \| HEROMOTOCO	2%	₹11 Cr	23,073

4. IDBI Small Cap Fund

The Investment objective of the Scheme is to provide investors with the opportunities for long-term capital appreciation by investing predominantly in Equity and Equity related instruments of Small Cap companies. However there can be no assurance that the investment objective under the Scheme will be realized.

IDBI Small Cap Fund is a Equity - Small Cap fund was launched on 21 Jun 17. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 16.9% since its launch. Return for 2024 was 40% , 2023 was 33.4% and 2022 was 2.4% .

Below is the key information for IDBI Small Cap Fund

IDBI Small Cap Fund Growth
Launch Date	21 Jun 17
NAV (20 Jan 25)	₹32.589 ↑ 0.29 (0.89 %)
Net Assets (Cr)	₹465 on 31 Dec 24
Category	Equity - Small Cap
AMC	IDBI Asset Management Limited
Rating	Not Rated
Risk	Moderately High
Expense Ratio	2.3
Sharpe Ratio	1.85
Information Ratio	0.2
Alpha Ratio	12.55
Min Investment	5,000
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
31 Dec 19	₹10,000
31 Dec 20	₹11,896
31 Dec 21	₹19,592
31 Dec 22	₹20,066
31 Dec 23	₹26,769
31 Dec 24	₹37,480

IDBI Small Cap Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552 Invest Now

Returns for IDBI Small Cap Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Jan 25

Duration	Returns
1 Month	-3.2%
3 Month	-3.4%
6 Month	4.9%
1 Year	29.8%
3 Year	20.8%
5 Year	28%
10 Year
15 Year
Since launch	16.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	40%
2022	33.4%
2021	2.4%
2020	64.7%
2019	19%
2018	-4.4%
2017	-15%
2016
2015
2014

Fund Manager information for IDBI Small Cap Fund

Name	Since	Tenure
Nikhil Rungta	1 Jul 24	0.5 Yr.
Mahesh Bendre	1 Jul 24	0.5 Yr.

Data below for IDBI Small Cap Fund as on 31 Dec 24

Equity Sector Allocation

Sector	Value
Industrials	34.87%
Consumer Cyclical	15.44%
Basic Materials	14.33%
Utility	7.2%
Consumer Defensive	6.79%
Health Care	5.43%
Financial Services	4.84%
Technology	4.29%
Communication Services	2.98%
Real Estate	1.44%

Asset Allocation

Asset Class	Value
Cash	2.39%
Equity	97.61%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
JTL Industries Ltd (Basic Materials) Equity, Since 31 Jul 24 \| 534600	3%	₹13 Cr	1,263,574 ↑ 291,276
Shakti Pumps (India) Ltd (Industrials) Equity, Since 31 Mar 24 \| SHAKTIPUMP	3%	₹11 Cr	142,830 ↓ -8,310
Kilburn Engineering Ltd (Industrials) Equity, Since 30 Nov 24 \| 522101	3%	₹11 Cr	215,000 ↑ 215,000
Himatsingka Seide Ltd (Consumer Cyclical) Equity, Since 31 Oct 24 \| HIMATSEIDE	2%	₹10 Cr	545,700
TD Power Systems Ltd (Industrials) Equity, Since 31 Aug 23 \| TDPOWERSYS	2%	₹10 Cr	224,441
Artemis Medicare Services Ltd Ordinary Shares (Healthcare) Equity, Since 31 Oct 23 \| 542919	2%	₹10 Cr	296,517
Kirloskar Oil Engines Ltd (Industrials) Equity, Since 28 Feb 21 \| KIRLOSENG	2%	₹10 Cr	86,263
Piramal Pharma Ltd (Healthcare) Equity, Since 30 Sep 23 \| PPLPHARMA	2%	₹10 Cr	358,586
Garware Hi-Tech Films Ltd (Basic Materials) Equity, Since 31 Aug 23 \| 500655	2%	₹10 Cr	19,459 ↓ -8,280
Hi-Tech Pipes Ltd (Basic Materials) Equity, Since 31 Oct 24 \| HITECH	2%	₹10 Cr	582,210

5. L&T Emerging Businesses Fund

To generate long-term capital appreciation from a diversified portfolio of predominantly equity and equity related securities, including equity derivatives, in the Indian markets with key theme focus being emerging companies (small cap stocks). The Scheme could also additionally invest in Foreign Securities.

L&T Emerging Businesses Fund is a Equity - Small Cap fund was launched on 12 May 14. It is a fund with High risk and has given a CAGR/Annualized return of 21.9% since its launch. Ranked 2 in Small Cap category. Return for 2024 was 28.5% , 2023 was 46.1% and 2022 was 1% .

Below is the key information for L&T Emerging Businesses Fund

L&T Emerging Businesses Fund Growth
Launch Date	12 May 14
NAV (20 Jan 25)	₹83.1173 ↑ 0.28 (0.34 %)
Net Assets (Cr)	₹17,386 on 31 Dec 24
Category	Equity - Small Cap
AMC	L&T Investment Management Ltd
Rating	☆☆☆☆☆
Risk	High
Expense Ratio	1.73
Sharpe Ratio	1.32
Information Ratio	0.19
Alpha Ratio	3.87
Min Investment	5,000
Min SIP Investment	500
Exit Load	0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

Date	Value
31 Dec 19	₹10,000
31 Dec 20	₹11,546
31 Dec 21	₹20,483
31 Dec 22	₹20,690
31 Dec 23	₹30,219
31 Dec 24	₹38,833

L&T Emerging Businesses Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552 Invest Now

Returns for L&T Emerging Businesses Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Jan 25

Duration	Returns
1 Month	-6.8%
3 Month	-7.5%
6 Month	-0.5%
1 Year	18.1%
3 Year	19.4%
5 Year	28%
10 Year
15 Year
Since launch	21.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2023	28.5%
2022	46.1%
2021	1%
2020	77.4%
2019	15.5%
2018	-8.1%
2017	-13.7%
2016	66.5%
2015	10.2%
2014	12.3%

Fund Manager information for L&T Emerging Businesses Fund

Name	Since	Tenure
Venugopal Manghat	17 Dec 19	5.05 Yr.
Cheenu Gupta	1 Oct 23	1.25 Yr.
Sonal Gupta	1 Oct 23	1.25 Yr.

Data below for L&T Emerging Businesses Fund as on 31 Dec 24

Equity Sector Allocation

Sector	Value
Industrials	31.33%
Consumer Cyclical	15.35%
Financial Services	14.41%
Basic Materials	12.12%
Technology	8.54%
Real Estate	5.16%
Health Care	3.86%
Consumer Defensive	3.52%
Energy	1.51%

Asset Allocation

Asset Class	Value
Cash	1.78%
Equity	98.22%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Apar Industries Ltd (Industrials) Equity, Since 31 Mar 17 \| APARINDS	3%	₹458 Cr	455,400 ↓ -50,000
Aditya Birla Real Estate Ltd (Basic Materials) Equity, Since 30 Sep 22 \| 500040	3%	₹441 Cr	1,607,279
Neuland Laboratories Limited Equity, Since 31 Jan 24 \| -	2%	₹410 Cr	281,022
Kirloskar Pneumatic Co Ltd (Industrials) Equity, Since 31 Aug 22 \| 505283	2%	₹406 Cr	2,444,924 ↑ 127,474
BSE Ltd (Financial Services) Equity, Since 29 Feb 24 \| BSE	2%	₹395 Cr	884,500 ↑ 108,253
Techno Electric & Engineering Co Ltd (Industrials) Equity, Since 31 Jan 19 \| TECHNOE	2%	₹387 Cr	2,473,042
Trent Ltd (Consumer Cyclical) Equity, Since 31 Jan 17 \| 500251	2%	₹383 Cr	537,550 ↓ -42,850
Brigade Enterprises Ltd (Real Estate) Equity, Since 31 Jul 19 \| 532929	2%	₹341 Cr	2,891,084
NCC Ltd (Industrials) Equity, Since 28 Feb 21 \| NCC	2%	₹337 Cr	11,291,100
Dixon Technologies (India) Ltd (Technology) Equity, Since 31 Jul 20 \| DIXON	2%	₹335 Cr	238,273

ప్రశాంతంగా ఉండండి, దీర్ఘకాలిక రాబడులపై దృష్టి పెట్టండి మరియు మీ పెట్టుబడులు స్వల్పకాలిక ఒడిదుడుకుల నుండి తిరిగి పుంజుకునేలా చేయండి!

Disclaimer:
ఇక్కడ అందించిన సమాచారం ఖచ్చితమైనదని నిర్ధారించడానికి అన్ని ప్రయత్నాలు చేయబడ్డాయి. అయినప్పటికీ, డేటా యొక్క ఖచ్చితత్వానికి సంబంధించి ఎటువంటి హామీలు ఇవ్వబడవు. దయచేసి ఏదైనా పెట్టుబడి పెట్టే ముందు పథకం సమాచార పత్రంతో ధృవీకరించండి.