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10 بہترین کارکردگی کا مظاہرہ کرنے والے سیکٹرل ایکویٹی میوچل فنڈز 2022 | Fincash.com

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ٹاپ 10 بہترین کارکردگی کا مظاہرہ کرنے والے سیکٹرل میوچل فنڈز 2022

Updated on November 5, 2024 , 122186 views

کی دنیا میںسرمایہ کاری، ایسے سرمایہ کار ہیں جو 'ہائی رسک ہائی ریٹرن' سرمایہ کاری پر پختہ یقین رکھتے ہیں۔ اور ایسے ہائی رسک لینے والوں کے لیے،باہمی چندہ کچھ ہولڈ پر ہے - سیکٹر فنڈز! سیکٹر میوچل فنڈز کسی خاص شعبے میں سرمایہ کاری کرتے ہیں جیسا کہ ان کے سرمایہ کاری کے مقصد سے بیان کیا گیا ہے۔ انفرا، فارما، بینکنگ جیسے کچھ شعبے مسلسل ترقی کر رہے ہیں اور مستقبل کے لیے مثبت نقطہ نظر رکھتے ہیں۔ اگرچہ اس طرح کے میوچل فنڈز آپ کے پیسے کو دوگنا یا پریشان کر سکتے ہیں، لیکن سرمایہ کارخطرے کی بھوک سیکٹر فنڈز میں سرمایہ کاری کر سکتے ہیں۔ اس آرٹیکل میں، آپ کو 2022 میں سرمایہ کاری کے لیے بہترین سیکٹر میوچل فنڈز کے ساتھ سیکٹر فنڈز کے بارے میں کچھ تفصیلی بصیرت ملے گی۔

sector-funds

سیکٹر میوچل فنڈز میں سرمایہ کاری کیوں کی جائے؟

سیکٹر فنڈ میوچل فنڈ کی ایک قسم ہے جو مخصوص سیکٹرز کی سیکیورٹیز میں سرمایہ کاری کرتا ہے۔معیشتجیسا کہ بینکنگ، ٹیلی کام، FMCG، فارماسیوٹیکل، انفارمیشن ٹیکنالوجی (IT) اور انفراسٹرکچر۔ دوسرے الفاظ میں، سیکٹر فنڈز آپ کی سرمایہ کاری کی دولت کو صرف مخصوص صنعت یا شعبے تک محدود کرتے ہیں۔ مثال کے طور پر، ایک بینکنگ سیکٹر فنڈ بینکوں میں سرمایہ کاری کرسکتا ہے اور فارما فنڈ صرف فارما کمپنیوں کے اسٹاک میں سرمایہ کاری کرسکتا ہے۔ ان فنڈز کے فنڈ مینیجر ان کمپنیوں کے حصص میں پیسہ لگاتے ہیں جو کہ میں اچھی کارکردگی کا مظاہرہ کر رہی ہیں۔مارکیٹ. اس طرح کی سرمایہ کاری کا مجموعی مقصد ان شعبوں میں سرمایہ کاری کرنا ہے جن میں مستقبل قریب میں ترقی کی اعلیٰ صلاحیت ہے۔

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اگر سرمایہ کاری کا وقت درست ہو تو یہ فنڈ واقعی بہت زیادہ منافع کما سکتے ہیں۔ کسی کو معلوم ہونا چاہیے کہ فنڈ میں کب داخل ہونا اور باہر نکلنا ہے۔ سرمایہ کاروں کو مارکیٹ کے ان علاقوں میں سرمایہ کاری کرنی چاہیے جہاں وہ پراعتماد ہوں یا مستقبل میں ترقی دیکھ سکیں۔ مرکزی خیال کسی خاص صنعت اور شعبے کی ترقی پر ٹیپ ان کرنا ہے۔ سیکٹر فنڈز کا دوسرا فائدہ یہ ہے کہ آپ کو انفرادی فرم کے مخصوص خطرے سے بچانے کی صلاحیت ہے۔ انفرادی اسٹاک خریدنے کے بجائے، سیکٹر فنڈز میں سرمایہ کاری اس بات کو یقینی بنائے گی کہ کمپنی کی خراب کارکردگی آپ کے پورٹ فولیو کو متاثر نہیں کرے گی۔

لیکن، اس سے پہلے کہ آپ کسی سیکٹر میوچل فنڈ میں سرمایہ کاری کریں، آپ کو اس بات پر اعتماد ہونا چاہیے کہ آپ کیوں سمجھتے ہیں کہ مستقبل قریب میں اس شعبے کی اچھی کارکردگی کا امکان ہے۔

مالی سال 22 - 23 میں سرمایہ کاری کے لیے سرفہرست اور بہترین شعبے کے میوچل فنڈز

FundNAVNet Assets (Cr)3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)2023 (%)
Sundaram Rural and Consumption Fund Growth ₹96.7518
↓ -0.70
₹1,6291.216.427.817.417.930.2
Franklin Build India Fund Growth ₹142.521
↓ -0.98
₹2,9080.511.352.128.328.151.1
DSP BlackRock Natural Resources and New Energy Fund Growth ₹93.034
↑ 1.59
₹1,3362.45.345.519.423.331.2
IDFC Infrastructure Fund Growth ₹53.028
↓ -0.42
₹1,906-416.86428.330.450.3
Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹56.76
↓ -0.43
₹3,40859.320.411.713.321.7
Kotak Infrastructure & Economic Reform Fund Growth ₹67.822
↓ -0.55
₹2,524-1.812.747.627.328.137.3
SBI Magnum COMMA Fund Growth ₹102.876
↓ -1.31
₹697-0.98.33612.522.132.3
SBI Consumption Opportunities Fund Growth ₹329.947
↓ -2.10
₹3,1011.816.535.422.722.429.9
Mirae Asset Great Consumer Fund Growth ₹93.33
↓ -0.36
₹4,496-1.21432.518.420.332.9
Nippon India Power and Infra Fund Growth ₹354.414
↓ -3.05
₹7,863-3.210.851.630.430.258
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Nov 24
*اے یو ایم/نیٹ اثاثوں کے حامل بہترین سیکٹری میوچل فنڈز کی فہرست >100 کروڑ.

1. Sundaram Rural and Consumption Fund

(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 CAGR/Annualized return of 13.1% since its launch.  Ranked 2 in Sectoral category.  Return for 2023 was 30.2% , 2022 was 9.3% and 2021 was 19.3% .

Below is the key information for Sundaram Rural and Consumption Fund

Sundaram Rural and Consumption Fund
Growth
Launch Date 12 May 06
NAV (07 Nov 24) ₹96.7518 ↓ -0.70   (-0.72 %)
Net Assets (Cr) ₹1,629 on 30 Sep 24
Category Equity - Sectoral
AMC Sundaram Asset Management Company Ltd
Rating
Risk Moderately High
Expense Ratio 2.23
Sharpe Ratio 2.78
Information Ratio -0.07
Alpha Ratio -3.86
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.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,522
31 Oct 21₹13,839
31 Oct 22₹15,151
31 Oct 23₹17,312
31 Oct 24₹22,625

Sundaram Rural and Consumption Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047
Invest Now

Returns for Sundaram Rural and Consumption Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Nov 24

DurationReturns
1 Month -5.2%
3 Month 1.2%
6 Month 16.4%
1 Year 27.8%
3 Year 17.4%
5 Year 17.9%
10 Year
15 Year
Since launch 13.1%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Ratish Varier1 Jan 222.75 Yr.
1 Jul 240.25 Yr.

Data below for Sundaram Rural and Consumption Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Consumer Cyclical41.86%
Consumer Defensive34.46%
Communication Services11.68%
Health Care2.89%
Financial Services2.6%
Real Estate1.94%
Basic Materials1.6%
Asset Allocation
Asset ClassValue
Cash2.96%
Equity97.04%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL
10%₹157 Cr987,983
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC
9%₹150 Cr2,991,251
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 21 | KALYANKJIL
9%₹142 Cr2,304,592
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M
6%₹98 Cr350,492
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR
6%₹97 Cr350,212
Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN
6%₹91 Cr255,389
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI
5%₹80 Cr64,616
United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Dec 18 | UNITDSPR
4%₹71 Cr480,998
Emami Ltd (Consumer Defensive)
Equity, Since 31 May 23 | 531162
4%₹62 Cr766,731
Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 523025
4%₹61 Cr246,492

2. Franklin Build India Fund

The Scheme seeks to achieve capital appreciation by investing in companies engaged directly or indirectly in infrastructure related activities.

Franklin Build India Fund is a Equity - Sectoral fund was launched on 4 Sep 09. It is a fund with High risk and has given a CAGR/Annualized return of 19.1% since its launch.  Ranked 4 in Sectoral category.  Return for 2023 was 51.1% , 2022 was 11.2% and 2021 was 45.9% .

Below is the key information for Franklin Build India Fund

Franklin Build India Fund
Growth
Launch Date 4 Sep 09
NAV (07 Nov 24) ₹142.521 ↓ -0.98   (-0.68 %)
Net Assets (Cr) ₹2,908 on 30 Sep 24
Category Equity - Sectoral
AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd
Rating
Risk High
Expense Ratio 2.13
Sharpe Ratio 2.95
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹8,334
31 Oct 21₹15,702
31 Oct 22₹17,178
31 Oct 23₹21,883
31 Oct 24₹34,301

Franklin Build India Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552
Invest Now

Returns for Franklin Build India Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Nov 24

DurationReturns
1 Month 1.3%
3 Month 0.5%
6 Month 11.3%
1 Year 52.1%
3 Year 28.3%
5 Year 28.1%
10 Year
15 Year
Since launch 19.1%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Ajay Argal18 Oct 212.96 Yr.
Kiran Sebastian7 Feb 222.65 Yr.
Sandeep Manam18 Oct 212.96 Yr.

Data below for Franklin Build India Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Industrials37.61%
Financial Services13.38%
Energy10.6%
Utility10.07%
Communication Services7.62%
Basic Materials7%
Real Estate4.43%
Consumer Cyclical3.76%
Technology1.84%
Asset Allocation
Asset ClassValue
Cash3.69%
Equity96.31%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT
9%₹265 Cr720,000
NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 532555
6%₹174 Cr3,930,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK
5%₹153 Cr1,200,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | 500312
5%₹134 Cr4,500,000
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
4%₹130 Cr440,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL
4%₹121 Cr710,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | 532898
4%₹119 Cr3,365,000
Kirloskar Pneumatic Co Ltd (Industrials)
Equity, Since 31 Aug 22 | 505283
4%₹107 Cr807,847
Multi Commodity Exchange of India Ltd (Financial Services)
Equity, Since 31 Mar 22 | MCX
4%₹102 Cr180,000
Sobha Ltd (Real Estate)
Equity, Since 31 Aug 17 | SOBHA
3%₹94 Cr485,000

3. DSP BlackRock Natural Resources and New Energy Fund

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 CAGR/Annualized return of 14.4% since its launch.  Ranked 2 in Sectoral category.  Return for 2023 was 31.2% , 2022 was 9.8% and 2021 was 42.8% .

Below is the key information for DSP BlackRock Natural Resources and New Energy Fund

DSP BlackRock Natural Resources and New Energy Fund
Growth
Launch Date 25 Apr 08
NAV (06 Nov 24) ₹93.034 ↑ 1.59   (1.74 %)
Net Assets (Cr) ₹1,336 on 30 Sep 24
Category Equity - Sectoral
AMC DSP BlackRock Invmt Managers Pvt. Ltd.
Rating
Risk High
Expense Ratio 2.14
Sharpe Ratio 2.7
Information Ratio 0
Alpha Ratio 0
Min Investment 1,000
Min SIP Investment 500
Exit Load 0-12 Months (1%),12 Months and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹8,695
31 Oct 21₹16,770
31 Oct 22₹16,195
31 Oct 23₹19,298
31 Oct 24₹27,882

DSP BlackRock Natural Resources and New Energy Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
Invest Now

Returns for DSP BlackRock Natural Resources and New Energy Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Nov 24

DurationReturns
1 Month -4.3%
3 Month 2.4%
6 Month 5.3%
1 Year 45.5%
3 Year 19.4%
5 Year 23.3%
10 Year
15 Year
Since launch 14.4%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Rohit Singhania1 Jul 1212.26 Yr.

Data below for DSP BlackRock Natural Resources and New Energy Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Basic Materials45.88%
Energy36.16%
Utility11.1%
Industrials1.97%
Technology1.81%
Consumer Cyclical0.07%
Asset Allocation
Asset ClassValue
Cash3.02%
Equity96.98%
Debt0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Hindalco Industries Ltd (Basic Materials)
Equity, Since 31 Oct 15 | HINDALCO
9%₹124 Cr1,640,492
↑ 141,979
Coal India Ltd (Energy)
Equity, Since 31 Mar 22 | COALINDIA
8%₹113 Cr2,216,109
Tata Steel Ltd (Basic Materials)
Equity, Since 31 Aug 16 | TATASTEEL
8%₹110 Cr6,535,439
↑ 617,757
BGF World Energy I2
Investment Fund | -
7%₹97 Cr404,694
Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Mar 20 | 532286
7%₹93 Cr898,497
↑ 94,947
National Aluminium Co Ltd (Basic Materials)
Equity, Since 28 Feb 22 | 532234
6%₹79 Cr3,736,047
↑ 440,465
BGF Sustainable Energy I2
Investment Fund | -
6%₹76 Cr443,474
NMDC Ltd (Basic Materials)
Equity, Since 30 Sep 18 | 526371
5%₹69 Cr2,807,599
↑ 775,598
GAIL (India) Ltd (Utilities)
Equity, Since 31 Aug 20 | 532155
5%₹60 Cr2,501,323
↓ -545,270
Oil India Ltd (Energy)
Equity, Since 29 Feb 24 | OIL
4%₹55 Cr940,954
↓ -199,560

4. IDFC Infrastructure Fund

The investment objective of the scheme is to seek to generate long-term capital growth through an active diversified portfolio of predominantly equity and equity related instruments of companies that are participating in and benefiting from growth in Indian infrastructure and infrastructural related activities. However, there can be no assurance that the investment objective of the scheme will be realized.

IDFC Infrastructure Fund is a Equity - Sectoral fund was launched on 8 Mar 11. It is a fund with High risk and has given a CAGR/Annualized return of 13% since its launch.  Ranked 1 in Sectoral category.  Return for 2023 was 50.3% , 2022 was 1.7% and 2021 was 64.8% .

Below is the key information for IDFC Infrastructure Fund

IDFC Infrastructure Fund
Growth
Launch Date 8 Mar 11
NAV (07 Nov 24) ₹53.028 ↓ -0.42   (-0.79 %)
Net Assets (Cr) ₹1,906 on 30 Sep 24
Category Equity - Sectoral
AMC IDFC Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.33
Sharpe Ratio 3.17
Information Ratio 0
Alpha Ratio 0
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-365 Days (1%),365 Days and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹8,539
31 Oct 21₹17,121
31 Oct 22₹17,400
31 Oct 23₹22,341
31 Oct 24₹36,843

IDFC Infrastructure Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹642,208.
Net Profit of ₹342,208
Invest Now

Returns for IDFC Infrastructure Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Nov 24

DurationReturns
1 Month 0.4%
3 Month -4%
6 Month 16.8%
1 Year 64%
3 Year 28.3%
5 Year 30.4%
10 Year
15 Year
Since launch 13%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Vishal Biraia24 Jan 240.69 Yr.
Ritika Behera7 Oct 230.99 Yr.
Gaurav Satra7 Jun 240.32 Yr.

Data below for IDFC Infrastructure Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Industrials52.47%
Utility10.82%
Basic Materials10.6%
Communication Services6.43%
Energy3.99%
Consumer Cyclical3.87%
Financial Services3.58%
Technology2.29%
Health Care1.41%
Asset Allocation
Asset ClassValue
Cash4.54%
Equity95.46%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Dec 17 | 500241
4%₹80 Cr443,385
↑ 8,933
GPT Infraprojects Ltd (Industrials)
Equity, Since 30 Nov 17 | 533761
4%₹77 Cr4,384,900
↑ 1,145,000
PTC India Financial Services Ltd (Financial Services)
Equity, Since 31 Dec 23 | PFS
4%₹70 Cr12,200,218
↑ 1,724,925
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 24 | 500325
3%₹68 Cr226,353
↑ 65,263
Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 Dec 23 | 532921
3%₹64 Cr434,979
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | 500510
3%₹64 Cr171,447
Ahluwalia Contracts (India) Ltd (Industrials)
Equity, Since 30 Apr 15 | AHLUCONT
3%₹60 Cr470,125
↑ 38,887
Indus Towers Ltd Ordinary Shares (Communication Services)
Equity, Since 31 Dec 23 | 534816
3%₹57 Cr1,252,522
↓ -58,513
H.G. Infra Engineering Ltd Ordinary Shares (Industrials)
Equity, Since 28 Feb 18 | HGINFRA
3%₹50 Cr321,984
↑ 190,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | 532454
2%₹46 Cr289,163

5. Aditya Birla Sun Life Banking And Financial Services Fund

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 CAGR/Annualized return of 17.3% since its launch.  Ranked 3 in Sectoral category.  Return for 2023 was 21.7% , 2022 was 11.5% and 2021 was 16.8% .

Below is the key information for Aditya Birla Sun Life Banking And Financial Services Fund

Aditya Birla Sun Life Banking And Financial Services Fund
Growth
Launch Date 14 Dec 13
NAV (07 Nov 24) ₹56.76 ↓ -0.43   (-0.75 %)
Net Assets (Cr) ₹3,408 on 30 Sep 24
Category Equity - Sectoral
AMC Birla Sun Life Asset Management Co Ltd
Rating
Risk High
Expense Ratio 1.99
Sharpe Ratio 1.14
Information Ratio 0.55
Alpha Ratio 0.73
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.

DateValue
31 Oct 19₹10,000
31 Oct 20₹7,973
31 Oct 21₹13,503
31 Oct 22₹13,442
31 Oct 23₹15,486
31 Oct 24₹18,971

Aditya Birla Sun Life Banking And Financial Services Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for Aditya Birla Sun Life Banking And Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Nov 24

DurationReturns
1 Month 1.3%
3 Month 5%
6 Month 9.3%
1 Year 20.4%
3 Year 11.7%
5 Year 13.3%
10 Year
15 Year
Since launch 17.3%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Dhaval Gala26 Aug 159.11 Yr.
Dhaval Joshi21 Nov 221.86 Yr.

Data below for Aditya Birla Sun Life Banking And Financial Services Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Financial Services94.79%
Technology3.27%
Asset Allocation
Asset ClassValue
Cash1.94%
Equity98.06%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | ICICIBANK
19%₹636 Cr4,993,129
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | HDFCBANK
17%₹578 Cr3,336,948
Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 532215
7%₹237 Cr1,927,100
State Bank of India (Financial Services)
Equity, Since 31 Oct 17 | SBIN
5%₹185 Cr2,351,492
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 500034
5%₹180 Cr233,725
Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG
4%₹137 Cr667,972
Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 23 | SHRIRAMFIN
4%₹121 Cr337,916
↓ -40,000
Computer Age Management Services Ltd Ordinary Shares (Technology)
Equity, Since 31 Dec 23 | CAMS
3%₹111 Cr252,692
Repco Home Finance Ltd (Financial Services)
Equity, Since 31 Dec 13 | 535322
3%₹111 Cr2,095,955
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | 540611
3%₹107 Cr1,446,861

6. Kotak Infrastructure & Economic Reform Fund

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 CAGR/Annualized return of 12.1% since its launch.  Ranked 6 in Sectoral category.  Return for 2023 was 37.3% , 2022 was 15.6% and 2021 was 57.3% .

Below is the key information for Kotak Infrastructure & Economic Reform Fund

Kotak Infrastructure & Economic Reform Fund
Growth
Launch Date 25 Feb 08
NAV (07 Nov 24) ₹67.822 ↓ -0.55   (-0.80 %)
Net Assets (Cr) ₹2,524 on 30 Sep 24
Category Equity - Sectoral
AMC Kotak Mahindra Asset Management Co Ltd
Rating
Risk High
Expense Ratio 2.17
Sharpe Ratio 3.06
Information Ratio 0.68
Alpha Ratio 12.29
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.

DateValue
31 Oct 19₹10,000
31 Oct 20₹8,692
31 Oct 21₹16,374
31 Oct 22₹18,584
31 Oct 23₹22,646
31 Oct 24₹33,846

Kotak Infrastructure & Economic Reform Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹612,552.
Net Profit of ₹312,552
Invest Now

Returns for Kotak Infrastructure & Economic Reform Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Nov 24

DurationReturns
1 Month -1.7%
3 Month -1.8%
6 Month 12.7%
1 Year 47.6%
3 Year 27.3%
5 Year 28.1%
10 Year
15 Year
Since launch 12.1%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Nalin Bhatt1 Oct 231 Yr.

Data below for Kotak Infrastructure & Economic Reform Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Industrials50.26%
Basic Materials15.16%
Consumer Cyclical12.29%
Communication Services7.7%
Utility3.9%
Financial Services2.42%
Real Estate2.28%
Technology2.19%
Energy2.14%
Asset Allocation
Asset ClassValue
Cash1.67%
Equity98.33%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTL
6%₹154 Cr900,000
Shree Cement Ltd (Basic Materials)
Equity, Since 31 Dec 11 | 500387
4%₹92 Cr35,000
Kajaria Ceramics Ltd (Industrials)
Equity, Since 31 Oct 16 | 500233
3%₹88 Cr600,000
↑ 29,000
Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Oct 15 | SOLARINDS
3%₹83 Cr72,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 15 | 532538
3%₹83 Cr70,000
Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 15 | LT
3%₹78 Cr212,096
Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Aug 17 | KPIL
3%₹76 Cr552,500
Greenpanel Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Jul 24 | GREENPANEL
3%₹70 Cr1,800,000
Mahindra Logistics Ltd (Industrials)
Equity, Since 31 Jan 24 | MAHLOG
3%₹69 Cr1,442,375
Bosch Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | 500530
3%₹66 Cr17,500
↑ 17,500

7. SBI Magnum COMMA Fund

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 CAGR/Annualized return of 12.9% since its launch.  Ranked 9 in Sectoral category.  Return for 2023 was 32.3% , 2022 was -6.6% and 2021 was 52% .

Below is the key information for SBI Magnum COMMA Fund

SBI Magnum COMMA Fund
Growth
Launch Date 8 Aug 05
NAV (07 Nov 24) ₹102.876 ↓ -1.31   (-1.26 %)
Net Assets (Cr) ₹697 on 30 Sep 24
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.58
Sharpe Ratio 2.2
Information Ratio -0.72
Alpha Ratio 0.75
Min Investment 5,000
Min SIP Investment 500
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹10,844
31 Oct 21₹18,767
31 Oct 22₹17,943
31 Oct 23₹19,562
31 Oct 24₹26,811

SBI Magnum COMMA Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for SBI Magnum COMMA Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Nov 24

DurationReturns
1 Month -2.8%
3 Month -0.9%
6 Month 8.3%
1 Year 36%
3 Year 12.5%
5 Year 22.1%
10 Year
15 Year
Since launch 12.9%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Dinesh Balachandran1 Jun 240.33 Yr.
Pradeep Kesavan31 Dec 230.75 Yr.

Data below for SBI Magnum COMMA Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Basic Materials45%
Energy29.22%
Utility9.53%
Consumer Defensive8.48%
Consumer Cyclical4.04%
Financial Services2.61%
Asset Allocation
Asset ClassValue
Cash1.12%
Equity98.88%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Tata Steel Ltd (Basic Materials)
Equity, Since 30 Apr 11 | TATASTEEL
10%₹67 Cr3,976,000
↑ 600,000
Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 07 | RELIANCE
9%₹63 Cr212,366
↑ 45,000
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 20 | 500312
6%₹42 Cr1,400,000
UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Jun 18 | 532538
6%₹40 Cr34,000
Vedanta Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 500295
5%₹35 Cr675,000
CESC Ltd (Utilities)
Equity, Since 30 Sep 24 | CESC
5%₹34 Cr1,670,000
↑ 1,670,000
Coal India Ltd (Energy)
Equity, Since 31 Mar 22 | COALINDIA
5%₹33 Cr650,000
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Sep 24 | 532898
5%₹33 Cr930,000
↑ 930,000
CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 20 | CCL
4%₹30 Cr425,000
Balrampur Chini Mills Ltd (Consumer Defensive)
Equity, Since 31 Jul 24 | BALRAMCHIN
4%₹29 Cr450,000

8. SBI Consumption Opportunities Fund

(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 CAGR/Annualized return of 17.2% since its launch.  Ranked 11 in Sectoral category.  Return for 2023 was 29.9% , 2022 was 13.9% and 2021 was 35.6% .

Below is the key information for SBI Consumption Opportunities Fund

SBI Consumption Opportunities Fund
Growth
Launch Date 2 Jan 13
NAV (07 Nov 24) ₹329.947 ↓ -2.10   (-0.63 %)
Net Assets (Cr) ₹3,101 on 30 Sep 24
Category Equity - Sectoral
AMC SBI Funds Management Private Limited
Rating
Risk High
Expense Ratio 2.17
Sharpe Ratio 2.69
Information Ratio 0.64
Alpha Ratio -2.35
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.

DateValue
31 Oct 19₹10,000
31 Oct 20₹8,708
31 Oct 21₹14,619
31 Oct 22₹17,643
31 Oct 23₹20,028
31 Oct 24₹27,366

SBI Consumption Opportunities Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691
Invest Now

Returns for SBI Consumption Opportunities Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Nov 24

DurationReturns
1 Month -2.8%
3 Month 1.8%
6 Month 16.5%
1 Year 35.4%
3 Year 22.7%
5 Year 22.4%
10 Year
15 Year
Since launch 17.2%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Pradeep Kesavan1 Apr 240.5 Yr.
Ashit Desai1 Apr 240.5 Yr.

Data below for SBI Consumption Opportunities Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Consumer Cyclical49.58%
Consumer Defensive28.95%
Industrials10.57%
Communication Services5.73%
Basic Materials2.37%
Asset Allocation
Asset ClassValue
Cash2.81%
Equity97.19%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Ganesha Ecosphere Ltd (Consumer Cyclical)
Equity, Since 31 May 18 | 514167
6%₹190 Cr1,010,998
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTL
5%₹157 Cr920,000
Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | JUBLFOOD
4%₹125 Cr1,836,850
United Breweries Ltd (Consumer Defensive)
Equity, Since 31 May 21 | UBL
4%₹120 Cr549,563
↑ 80,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 22 | HINDUNILVR
4%₹109 Cr370,000
↑ 50,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 20 | MARUTI
3%₹99 Cr75,000
↑ 25,000
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
3%₹98 Cr1,900,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jul 21 | M&M
3%₹91 Cr295,000
Britannia Industries Ltd (Consumer Defensive)
Equity, Since 30 Sep 20 | 500825
3%₹91 Cr144,000
↑ 12,000
Whirlpool of India Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | 500238
3%₹89 Cr390,000

9. Mirae Asset Great Consumer Fund

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 CAGR/Annualized return of 17.8% since its launch.  Ranked 7 in Sectoral category.  Return for 2023 was 32.9% , 2022 was 7.2% and 2021 was 33% .

Below is the key information for Mirae Asset Great Consumer Fund

Mirae Asset Great Consumer Fund
Growth
Launch Date 29 Mar 11
NAV (07 Nov 24) ₹93.33 ↓ -0.36   (-0.38 %)
Net Assets (Cr) ₹4,496 on 30 Sep 24
Category Equity - Sectoral
AMC Mirae Asset Global Inv (India) Pvt. Ltd
Rating
Risk High
Expense Ratio 1.72
Sharpe Ratio 2.87
Information Ratio 0.18
Alpha Ratio -4.33
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.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,567
31 Oct 21₹14,767
31 Oct 22₹16,177
31 Oct 23₹18,485
31 Oct 24₹24,913

Mirae Asset Great Consumer Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644
Invest Now

Returns for Mirae Asset Great Consumer Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Nov 24

DurationReturns
1 Month -5.9%
3 Month -1.2%
6 Month 14%
1 Year 32.5%
3 Year 18.4%
5 Year 20.3%
10 Year
15 Year
Since launch 17.8%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Ankit Jain5 Oct 167.99 Yr.
Siddhant Chhabria21 Jun 213.28 Yr.

Data below for Mirae Asset Great Consumer Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Consumer Cyclical44.81%
Consumer Defensive23.99%
Industrials8.63%
Basic Materials7.48%
Communication Services7.32%
Health Care3.77%
Financial Services1.43%
Asset Allocation
Asset ClassValue
Cash2.58%
Equity97.42%
Other0%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL
7%₹329 Cr1,925,000
ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC
5%₹238 Cr4,600,000
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | MARUTI
5%₹216 Cr163,000
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 15 | HINDUNILVR
5%₹213 Cr720,000
Asian Paints Ltd (Basic Materials)
Equity, Since 31 Jan 21 | 500820
4%₹196 Cr590,000
↑ 32,000
Trent Ltd (Consumer Cyclical)
Equity, Since 31 May 23 | 500251
4%₹195 Cr258,000
Zomato Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | 543320
4%₹176 Cr6,450,000
Kalyan Jewellers India Ltd (Consumer Cyclical)
Equity, Since 30 Jun 24 | KALYANKJIL
4%₹168 Cr2,300,000
Titan Co Ltd (Consumer Cyclical)
Equity, Since 31 Dec 16 | TITAN
3%₹145 Cr380,000
Jyothy Labs Ltd (Consumer Defensive)
Equity, Since 31 Jul 23 | 532926
3%₹123 Cr2,200,000
↑ 176,057

10. Nippon India Power and Infra Fund

(Erstwhile Reliance Diversified Power Sector Fund)

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

Nippon India Power and Infra Fund is a Equity - Sectoral fund was launched on 8 May 04. It is a fund with High risk and has given a CAGR/Annualized return of 19% since its launch.  Ranked 13 in Sectoral category.  Return for 2023 was 58% , 2022 was 10.9% and 2021 was 48.9% .

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

Nippon India Power and Infra Fund
Growth
Launch Date 8 May 04
NAV (07 Nov 24) ₹354.414 ↓ -3.05   (-0.85 %)
Net Assets (Cr) ₹7,863 on 30 Sep 24
Category Equity - Sectoral
AMC Nippon Life Asset Management Ltd.
Rating
Risk High
Expense Ratio 2.05
Sharpe Ratio 3.08
Information Ratio 1.62
Alpha Ratio 7.02
Min Investment 5,000
Min SIP Investment 100
Exit Load 0-1 Years (1%),1 Years and above(NIL)

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,028
31 Oct 21₹16,311
31 Oct 22₹18,118
31 Oct 23₹23,696
31 Oct 24₹36,933

Nippon India Power and Infra Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹642,208.
Net Profit of ₹342,208
Invest Now

Returns for Nippon India Power and Infra Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Nov 24

DurationReturns
1 Month -1.4%
3 Month -3.2%
6 Month 10.8%
1 Year 51.6%
3 Year 30.4%
5 Year 30.2%
10 Year
15 Year
Since launch 19%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Kinjal Desai25 May 186.36 Yr.
Rahul Modi19 Aug 240.12 Yr.

Data below for Nippon India Power and Infra Fund as on 30 Sep 24

Equity Sector Allocation
SectorValue
Industrials42.3%
Utility17.06%
Basic Materials10.26%
Communication Services7.78%
Energy7.14%
Real Estate4.78%
Consumer Cyclical3.83%
Technology3.22%
Health Care2.29%
Asset Allocation
Asset ClassValue
Cash1.35%
Equity98.65%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 07 | LT
9%₹735 Cr2,000,000
Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE
7%₹561 Cr1,900,000
NTPC Ltd (Utilities)
Equity, Since 31 May 09 | 532555
7%₹554 Cr12,500,000
↑ 1,000,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 18 | BHARTIARTL
6%₹444 Cr2,600,000
↑ 100,000
Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Nov 22 | KAYNES
5%₹367 Cr675,741
↓ -253,946
UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | 532538
4%₹319 Cr270,000
Bosch Ltd (Consumer Cyclical)
Equity, Since 31 Aug 21 | 500530
4%₹301 Cr80,000
↓ -20,000
Carborundum Universal Ltd (Industrials)
Equity, Since 30 Sep 23 | CARBORUNIV
3%₹270 Cr1,800,000
Siemens Ltd (Industrials)
Equity, Since 31 May 21 | 500550
3%₹254 Cr350,000
Container Corporation of India Ltd (Industrials)
Equity, Since 31 Aug 22 | CONCOR
3%₹230 Cr2,500,000

بہترین سیکٹر میوچل فنڈز میں سرمایہ کاری کرتے وقت غور کرنے کے لیے اسمارٹ ٹپس

سیکٹر فنڈز میں سرمایہ کاری کرنے سے پہلے آپ کو کچھ چیزیں جاننے کی ضرورت ہے:

1. میوچل فنڈ کا مقصد

کسی کو ہمیشہ میوچل فنڈ اسکیم کے مقصد کو مناسب طریقے سے سمجھنا چاہیے۔ مثال کے طور پر، کچھ سیکٹر میوچل فنڈز بیان کردہ سیکٹر میں پورٹ فولیو کا صرف 65 فیصد تک سرمایہ کاری کرتے ہیں۔ یہ کسی شعبے میں آپ کی نمائش کو کم کر سکتا ہے اور آپ کی توقع کے مطابق پیداوار فراہم نہیں کرے گا۔

2. مارکیٹ کا ٹائمنگ

جیسا کہ وہ کہتے ہیں، اسٹاک مارکیٹ میں دولت بڑھانے کے لیے، "مارکیٹ میں وقت مارکیٹ کے وقت سے زیادہ اہم ہے۔" لیکن، جب سیکٹر میوچل فنڈز میں پیسہ کمانے کی بات آتی ہے، تو کسی کو مارکیٹ کو وقت کے ساتھ سیکھنے کی ضرورت ہوتی ہے، خاص طور پر، سیمنٹ جیسے چکراتی شعبوں میں،بینک، اسٹیل، وغیرہ۔ مثال کے طور پر، جب شرح سود کم ہوتی ہے یا ان کے گرنے کی توقع ہوتی ہے تو بینکنگ اسٹاک اچھی کارکردگی دکھاتے ہیں۔ اور وہکم کارکردگی دکھانا جب شرح سود بڑھ رہی ہے۔ لہذا، بینکنگ فنڈ میں اچھا منافع حاصل کرنے کے لیے، کسی کو شرح سود کے چکر کے صحیح موڑ پر آنے کی ضرورت ہے۔

مثالی طور پر، ایکسرمایہ کار لینا چاہئےگھونٹ اس طرح کے فنڈز کو ایکسپوز کرنے کا راستہ، لیکن جب سیکٹر کے بنیادی اصول ختم یا ڈوبنے لگیں تو کسی کو SIPs اور سیکٹر میوچل فنڈز میں ایگزٹ پوزیشن کو بند کرنا چاہیے۔

کے برعکسمتنوع فنڈز, سیکٹر میوچل فنڈز کم متنوع ہیں، اس طرح خطرے کی نمائش نسبتاً زیادہ ہے۔ سیکٹر فنڈز کا نقصان اتار چڑھاؤ کی بلند شرح ہے۔ یہ اس کی سرمایہ کاری کی نوعیت کی وجہ سے ہے۔ ایک سرمایہ کار اس وقت ضرورت سے زیادہ منافع حاصل کرے گا جب مارکیٹ اوپر کی سمت بڑھ رہی ہو اور جب اس مخصوص شعبے کی مارکیٹ خراب ہو رہی ہو تو اسے زبردست نقصان پہنچے گا۔

3. جانیں کہ کب باہر نکلنا ہے۔

متنوع میوچل فنڈز کے مقابلے میں، ایک سیکٹر میوچل فنڈ کو زیادہ دیر تک پورٹ فولیو میں نہیں رکھا جانا چاہیے۔ مثالی طور پر، جب کسی شعبے کی اچھی کارکردگی کی توقع کی جاتی ہے، تو ایسے فنڈ کو خریدنا چاہیے اور جب اس کے حق میں جانا شروع ہو جائے تو فنڈ سے نکل جانا چاہیے۔ چونکہ یہ فنڈز زیادہ تر چکراتی ہیں، ان کی مدت عام طور پر 3-5 سال ہوتی ہے۔ اس طرح، سرمایہ کاروں کو یہ جاننے کے لیے کچھ اچھا وقت گزارنا چاہیے کہ اس طرح کے فنڈز سے کب نکلنا ہے۔

4. محدود نمائش

سیکٹر فنڈز میں سرمایہ کاری کرنے والے سرمایہ کاروں کو یہ سمجھنا چاہیے کہ فنڈ مینیجر اپنے سرمایہ کاری کے اختیارات میں محدود ہے اور اسے کسی خاص شعبے میں سرمایہ کاری جاری رکھنی ہوگی چاہے وہ شعبہ مارکیٹ میں اچھی کارکردگی کا مظاہرہ نہ کر رہا ہو۔ جبکہ، ایکویٹی ڈائیورسیفائیڈ فنڈز میں، ایک فنڈ مینیجر ایسی کسی پابندی کا پابند نہیں ہے۔

بہترین سیکٹر میوچل فنڈز میں کیسے سرمایہ کاری کی جائے؟

  1. Fincash.com پر لائف ٹائم کے لیے مفت انویسٹمنٹ اکاؤنٹ کھولیں۔

  2. اپنی رجسٹریشن اور KYC کا عمل مکمل کریں۔

  3. دستاویزات اپ لوڈ کریں (PAN، آدھار، وغیرہ)۔اور، آپ سرمایہ کاری کے لیے تیار ہیں!

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نتیجہ

سیکٹر فنڈز آپ کے پورٹ فولیو کو مرتکز خطرے سے دوچار کرتے ہیں، درحقیقت، اس سے آپ کو بہت بڑا نقصان ہو سکتا ہے، اگر آپ اپنے آپ کو کاروباری چکروں کے قریب نہیں رکھتے ہیں۔ دوسری طرف، اگر آپ سیکٹر کے بنیادی اصولوں سے بخوبی واقف ہیں اور اس طرح کے فنڈز کے ساتھ جڑے اتار چڑھاؤ کا اندازہ لگانے کی صلاحیت رکھتے ہیں، تو آپ اچھا منافع کما سکتے ہیں۔ تاہم، سیکٹر فنڈز میں سرمایہ کاری کرتے وقت ہمیشہ بہت محتاط رہیں اور صرف ایک محدود حصہ کی سرمایہ کاری کریں۔سرمایہ!

Disclaimer:
یہاں فراہم کردہ معلومات کے درست ہونے کو یقینی بنانے کے لیے تمام کوششیں کی گئی ہیں۔ تاہم، ڈیٹا کی درستگی کے حوالے سے کوئی ضمانت نہیں دی جاتی ہے۔ براہ کرم کوئی بھی سرمایہ کاری کرنے سے پہلے اسکیم کی معلومات کے دستاویز کے ساتھ تصدیق کریں۔
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Raju, posted on 23 Dec 21 11:18 AM

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