+91-22-48913909
Table of Contents
- سیکٹر میوچل فنڈز میں سرمایہ کاری کیوں کی جائے؟
- مالی سال 22 - 23 میں سرمایہ کاری کے لیے سرفہرست اور بہترین شعبے کے میوچل فنڈز
- بہترین سیکٹر میوچل فنڈز میں سرمایہ کاری کرتے وقت غور کرنے کے لیے اسمارٹ ٹپس
- بہترین سیکٹر میوچل فنڈز میں کیسے سرمایہ کاری کی جائے؟
- نتیجہ
Top 10 Equity - Sectoral Funds
- DSP BlackRock Natural Resources and New Energy Fund
- IDFC Infrastructure Fund
- Aditya Birla Sun Life Banking And Financial Services Fund
- Franklin Build India Fund
- Sundaram Rural and Consumption Fund
- Kotak Infrastructure & Economic Reform Fund
- SBI Magnum COMMA Fund
- SBI Consumption Opportunities Fund
- Mirae Asset Great Consumer Fund
- Nippon India Power and Infra Fund
ٹاپ 10 بہترین کارکردگی کا مظاہرہ کرنے والے سیکٹرل میوچل فنڈز 2022
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۔
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۔
Talk to our investment specialist
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
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 (%) 2024 (%) DSP BlackRock Natural Resources and New Energy Fund Growth ₹84.939
↓ -0.12 ₹1,125 -0.9 -13.3 4.1 13.4 33.1 13.9 IDFC Infrastructure Fund Growth ₹45.935
↓ -0.01 ₹1,400 -11.3 -18.2 6.3 26.3 38 39.3 Aditya Birla Sun Life Banking And Financial Services Fund Growth ₹55.78
↓ -0.01 ₹3,011 1.7 -5.3 11.2 14.8 24.6 8.7 Franklin Build India Fund Growth ₹128.991
↓ -0.02 ₹2,406 -6.7 -12.5 6.8 27.2 36.1 27.8 Sundaram Rural and Consumption Fund Growth ₹88.8502
↓ -0.01 ₹1,398 -9.4 -16.1 9.3 16.8 22.8 20.1 Kotak Infrastructure & Economic Reform Fund Growth ₹57.723
↓ -0.01 ₹1,891 -15 -20.1 1.7 21.4 33.3 32.4 SBI Magnum COMMA Fund Growth ₹94.904
↓ -0.01 ₹570 -3.4 -14.8 4.7 9.5 27.6 10.5 SBI Consumption Opportunities Fund Growth ₹293.04
↓ -0.04 ₹2,707 -10.3 -17.3 8.7 16.2 28.3 22.8 Mirae Asset Great Consumer Fund Growth ₹83.475
↓ -0.01 ₹3,643 -9.2 -19.3 5.9 16.1 24.5 17.2 Nippon India Power and Infra Fund Growth ₹318.03
↓ -0.05 ₹6,125 -8.5 -16.4 2.8 28.2 37.3 26.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Mar 25 100 کروڑ.1. DSP BlackRock Natural Resources and New Energy Fund
CAGR/Annualized return of 13.5% since its launch. Ranked 2 in Sectoral category. Return for 2024 was 13.9% , 2023 was 31.2% and 2022 was 9.8% . DSP BlackRock Natural Resources and New Energy Fund
Growth Launch Date 25 Apr 08 NAV (28 Mar 25) ₹84.939 ↓ -0.12 (-0.14 %) Net Assets (Cr) ₹1,125 on 28 Feb 25 Category Equity - Sectoral AMC DSP BlackRock Invmt Managers Pvt. Ltd. Rating ☆☆☆☆☆ Risk High Expense Ratio 2.14 Sharpe Ratio -0.47 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 31 Mar 20 ₹10,000 31 Mar 21 ₹19,802 31 Mar 22 ₹27,032 31 Mar 23 ₹26,343 31 Mar 24 ₹38,123 31 Mar 25 ₹39,661 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 Mar 25 Duration Returns 1 Month 8.7% 3 Month -0.9% 6 Month -13.3% 1 Year 4.1% 3 Year 13.4% 5 Year 33.1% 10 Year 15 Year Since launch 13.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 13.9% 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% Fund Manager information for DSP BlackRock Natural Resources and New Energy Fund
Name Since Tenure Rohit Singhania 1 Jul 12 12.67 Yr. Data below for DSP BlackRock Natural Resources and New Energy Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Basic Materials 41.85% Energy 40.38% Utility 10.29% Technology 2.05% Industrials 2.04% Consumer Cyclical 0.07% Asset Allocation
Asset Class Value Cash 3.32% Equity 96.67% Debt 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Hindalco Industries Ltd (Basic Materials)
Equity, Since 31 Oct 15 | HINDALCO9% ₹104 Cr 1,640,492 Coal India Ltd (Energy)
Equity, Since 31 Mar 22 | COALINDIA8% ₹94 Cr 2,534,485
↑ 239,794 Jindal Steel & Power Ltd (Basic Materials)
Equity, Since 31 Mar 20 | 5322868% ₹91 Cr 1,068,345 BGF World Energy I2
Investment Fund | -6% ₹72 Cr 282,831 BGF Sustainable Energy I2
Investment Fund | -6% ₹67 Cr 443,474 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 20 | 5003126% ₹64 Cr 2,850,020 NMDC Ltd (Basic Materials)
Equity, Since 30 Sep 18 | 5263716% ₹63 Cr 10,156,488 National Aluminium Co Ltd (Basic Materials)
Equity, Since 28 Feb 22 | 5322345% ₹57 Cr 3,221,139 Tata Steel Ltd (Basic Materials)
Equity, Since 31 Aug 16 | TATASTEEL5% ₹55 Cr 4,001,022 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 31 Aug 08 | 5005475% ₹53 Cr 2,216,711
↑ 257,204 2. IDFC Infrastructure Fund
CAGR/Annualized return of 11.4% since its launch. Ranked 1 in Sectoral category. Return for 2024 was 39.3% , 2023 was 50.3% and 2022 was 1.7% . IDFC Infrastructure Fund
Growth Launch Date 8 Mar 11 NAV (31 Mar 25) ₹45.935 ↓ -0.01 (-0.02 %) Net Assets (Cr) ₹1,400 on 28 Feb 25 Category Equity - Sectoral AMC IDFC Asset Management Company Limited Rating ☆☆☆☆☆ Risk High Expense Ratio 2.33 Sharpe Ratio -0.3 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 31 Mar 20 ₹10,000 31 Mar 21 ₹20,153 31 Mar 22 ₹24,848 31 Mar 23 ₹27,324 31 Mar 24 ₹47,064 31 Mar 25 ₹50,038 Returns for IDFC Infrastructure Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Mar 25 Duration Returns 1 Month 12.7% 3 Month -11.3% 6 Month -18.2% 1 Year 6.3% 3 Year 26.3% 5 Year 38% 10 Year 15 Year Since launch 11.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 39.3% 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% Fund Manager information for IDFC Infrastructure Fund
Name Since Tenure Vishal Biraia 24 Jan 24 1.1 Yr. Ritika Behera 7 Oct 23 1.4 Yr. Gaurav Satra 7 Jun 24 0.73 Yr. Data below for IDFC Infrastructure Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Industrials 54.7% Utility 13.22% Basic Materials 10.84% Communication Services 4.49% Energy 3.88% Consumer Cyclical 3.46% Financial Services 2.99% Technology 2.07% Health Care 1.9% Asset Allocation
Asset Class Value Cash 2.43% Equity 97.57% Top Securities Holdings / Portfolio
Name Holding Value Quantity Kirloskar Brothers Ltd (Industrials)
Equity, Since 31 Dec 17 | KIRLOSBROS5% ₹71 Cr 443,385 Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT4% ₹58 Cr 183,173
↑ 11,726 Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 24 | RELIANCE4% ₹54 Cr 452,706 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 19 | BHARTIARTL4% ₹52 Cr 330,018
↑ 40,855 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 14 | 5325384% ₹51 Cr 50,452
↑ 3,476 GPT Infraprojects Ltd (Industrials)
Equity, Since 30 Nov 17 | GPTINFRA3% ₹45 Cr 4,797,143 Adani Ports & Special Economic Zone Ltd (Industrials)
Equity, Since 31 Dec 23 | ADANIPORTS3% ₹39 Cr 365,137
↓ -69,842 PTC India Financial Services Ltd (Financial Services)
Equity, Since 31 Dec 23 | PFS3% ₹39 Cr 12,400,122 Bharat Electronics Ltd (Industrials)
Equity, Since 31 Oct 19 | BEL3% ₹35 Cr 1,431,700 KEC International Ltd (Industrials)
Equity, Since 30 Jun 24 | 5327143% ₹35 Cr 512,915 3. Aditya Birla Sun Life Banking And Financial Services Fund
CAGR/Annualized return of 16.4% since its launch. Ranked 3 in Sectoral category. Return for 2024 was 8.7% , 2023 was 21.7% and 2022 was 11.5% . Aditya Birla Sun Life Banking And Financial Services Fund
Growth Launch Date 14 Dec 13 NAV (31 Mar 25) ₹55.78 ↓ -0.01 (-0.02 %) Net Assets (Cr) ₹3,011 on 28 Feb 25 Category Equity - Sectoral AMC Birla Sun Life Asset Management Co Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 1.99 Sharpe Ratio -0.16 Information Ratio 0.14 Alpha Ratio -10.69 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 31 Mar 20 ₹10,000 31 Mar 21 ₹17,760 31 Mar 22 ₹19,860 31 Mar 23 ₹20,711 31 Mar 24 ₹27,001 31 Mar 25 ₹30,038 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 Mar 25 Duration Returns 1 Month 7.4% 3 Month 1.7% 6 Month -5.3% 1 Year 11.2% 3 Year 14.8% 5 Year 24.6% 10 Year 15 Year Since launch 16.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 8.7% 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% Fund Manager information for Aditya Birla Sun Life Banking And Financial Services Fund
Name Since Tenure Dhaval Gala 26 Aug 15 9.52 Yr. Dhaval Joshi 21 Nov 22 2.28 Yr. Data below for Aditya Birla Sun Life Banking And Financial Services Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 97.02% Technology 1.09% Asset Allocation
Asset Class Value Cash 1.89% Equity 98.11% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | ICICIBANK20% ₹601 Cr 4,993,129 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Dec 13 | HDFCBANK19% ₹578 Cr 3,336,948 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 16 | 5000347% ₹199 Cr 233,725 Axis Bank Ltd (Financial Services)
Equity, Since 31 Oct 18 | 5322157% ₹196 Cr 1,927,100 State Bank of India (Financial Services)
Equity, Since 31 Oct 17 | SBIN5% ₹162 Cr 2,351,492 Cholamandalam Financial Holdings Ltd (Financial Services)
Equity, Since 31 Jan 20 | CHOLAHLDNG4% ₹110 Cr 667,972 Shriram Finance Ltd (Financial Services)
Equity, Since 30 Jun 23 | SHRIRAMFIN3% ₹97 Cr 1,577,700 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Jan 19 | KOTAKBANK3% ₹89 Cr 469,972 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 30 Nov 23 | 5406112% ₹74 Cr 1,308,861 Repco Home Finance Ltd (Financial Services)
Equity, Since 31 Dec 13 | 5353222% ₹58 Cr 1,751,838
↓ -180,986 4. Franklin Build India Fund
CAGR/Annualized return of 17.8% since its launch. Ranked 4 in Sectoral category. Return for 2024 was 27.8% , 2023 was 51.1% and 2022 was 11.2% . Franklin Build India Fund
Growth Launch Date 4 Sep 09 NAV (31 Mar 25) ₹128.991 ↓ -0.02 (-0.01 %) Net Assets (Cr) ₹2,406 on 28 Feb 25 Category Equity - Sectoral AMC Franklin Templeton Asst Mgmt(IND)Pvt Ltd Rating ☆☆☆☆☆ Risk High Expense Ratio 2.13 Sharpe Ratio -0.41 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 31 Mar 20 ₹10,000 31 Mar 21 ₹18,042 31 Mar 22 ₹22,684 31 Mar 23 ₹25,531 31 Mar 24 ₹43,699 31 Mar 25 ₹46,685 Returns for Franklin Build India Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Mar 25 Duration Returns 1 Month 9.4% 3 Month -6.7% 6 Month -12.5% 1 Year 6.8% 3 Year 27.2% 5 Year 36.1% 10 Year 15 Year Since launch 17.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 27.8% 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% Fund Manager information for Franklin Build India Fund
Name Since Tenure Ajay Argal 18 Oct 21 3.37 Yr. Kiran Sebastian 7 Feb 22 3.06 Yr. Sandeep Manam 18 Oct 21 3.37 Yr. Data below for Franklin Build India Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Industrials 35.61% Utility 12.65% Financial Services 11.45% Energy 11.44% Communication Services 8.02% Basic Materials 7.35% Real Estate 3.12% Consumer Cyclical 2.86% Technology 1.72% Asset Allocation
Asset Class Value Cash 5.78% Equity 94.22% Top Securities Holdings / Portfolio
Name Holding Value Quantity Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 20 | LT9% ₹228 Cr 720,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | ICICIBANK6% ₹144 Cr 1,200,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 29 Feb 20 | INDIGO6% ₹134 Cr 300,000 NTPC Ltd (Utilities)
Equity, Since 30 Nov 16 | 5325555% ₹128 Cr 4,125,000
↑ 195,000 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE5% ₹126 Cr 1,050,000 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 30 Jun 19 | 5003125% ₹113 Cr 5,000,000
↑ 500,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 09 | BHARTIARTL5% ₹111 Cr 710,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 Mar 12 | 5322154% ₹91 Cr 900,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 28 Feb 21 | 5328984% ₹84 Cr 3,365,000 Tata Power Co Ltd (Utilities)
Equity, Since 31 Jan 25 | 5004003% ₹68 Cr 2,000,000
↑ 545,843 5. Sundaram Rural and Consumption Fund
CAGR/Annualized return of 12.3% since its launch. Ranked 2 in Sectoral category. Return for 2024 was 20.1% , 2023 was 30.2% and 2022 was 9.3% . Sundaram Rural and Consumption Fund
Growth Launch Date 12 May 06 NAV (31 Mar 25) ₹88.8502 ↓ -0.01 (-0.02 %) Net Assets (Cr) ₹1,398 on 28 Feb 25 Category Equity - Sectoral AMC Sundaram Asset Management Company Ltd Rating ☆☆☆☆☆ Risk Moderately High Expense Ratio 2.23 Sharpe Ratio 0.08 Information Ratio 0.02 Alpha Ratio 2.03 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 31 Mar 20 ₹10,000 31 Mar 21 ₹15,527 31 Mar 22 ₹17,531 31 Mar 23 ₹18,574 31 Mar 24 ₹25,538 31 Mar 25 ₹27,904 Returns for Sundaram Rural and Consumption Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Mar 25 Duration Returns 1 Month 3.2% 3 Month -9.4% 6 Month -16.1% 1 Year 9.3% 3 Year 16.8% 5 Year 22.8% 10 Year 15 Year Since launch 12.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 20.1% 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% Fund Manager information for Sundaram Rural and Consumption Fund
Name Since Tenure Ratish Varier 1 Jan 22 3.16 Yr. Data below for Sundaram Rural and Consumption Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Consumer Cyclical 41.18% Consumer Defensive 30.28% Communication Services 12.72% Financial Services 2.87% Health Care 2.71% Basic Materials 1.5% Real Estate 1.44% Asset Allocation
Asset Class Value Cash 7.29% Equity 92.71% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Oct 22 | BHARTIARTL11% ₹148 Cr 939,519 ITC Ltd (Consumer Defensive)
Equity, Since 31 Jul 13 | ITC8% ₹118 Cr 2,991,251 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Apr 22 | M&M7% ₹100 Cr 385,492
↑ 35,000 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Apr 16 | HINDUNILVR5% ₹77 Cr 350,212 Titan Co Ltd (Consumer Cyclical)
Equity, Since 29 Feb 20 | TITAN5% ₹72 Cr 235,289
↓ -67,974 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jul 12 | MARUTI5% ₹70 Cr 58,511
↓ -8,795 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 May 24 | 5433205% ₹67 Cr 3,000,962 United Spirits Ltd (Consumer Defensive)
Equity, Since 31 Dec 18 | UNITDSPR4% ₹58 Cr 453,496 Safari Industries (India) Ltd (Consumer Cyclical)
Equity, Since 28 Feb 22 | 5230254% ₹52 Cr 245,560 Trent Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | 5002513% ₹42 Cr 86,291 6. Kotak Infrastructure & Economic Reform Fund
CAGR/Annualized return of 10.8% since its launch. Ranked 6 in Sectoral category. Return for 2024 was 32.4% , 2023 was 37.3% and 2022 was 15.6% . Kotak Infrastructure & Economic Reform Fund
Growth Launch Date 25 Feb 08 NAV (31 Mar 25) ₹57.723 ↓ -0.01 (-0.02 %) Net Assets (Cr) ₹1,891 on 28 Feb 25 Category Equity - Sectoral AMC Kotak Mahindra Asset Management Co Ltd Rating ☆☆☆☆ Risk High Expense Ratio 2.17 Sharpe Ratio -0.35 Information Ratio 0.14 Alpha Ratio 5.87 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 Mar 20 ₹10,000 31 Mar 21 ₹18,292 31 Mar 22 ₹23,502 31 Mar 23 ₹27,768 31 Mar 24 ₹41,352 31 Mar 25 ₹42,042 Returns for Kotak Infrastructure & Economic Reform Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Mar 25 Duration Returns 1 Month 10.3% 3 Month -15% 6 Month -20.1% 1 Year 1.7% 3 Year 21.4% 5 Year 33.3% 10 Year 15 Year Since launch 10.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 32.4% 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% Fund Manager information for Kotak Infrastructure & Economic Reform Fund
Name Since Tenure Nalin Bhatt 1 Oct 23 1.42 Yr. Data below for Kotak Infrastructure & Economic Reform Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Industrials 48.2% Basic Materials 16.88% Consumer Cyclical 10.99% Communication Services 8.66% Utility 5.09% Financial Services 2.41% Technology 2.24% Real Estate 1.9% Energy 1.8% Asset Allocation
Asset Class Value Cash 1.85% Equity 98.15% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTL7% ₹127 Cr 810,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 28 Feb 15 | LT5% ₹98 Cr 310,000 Shree Cement Ltd (Basic Materials)
Equity, Since 31 Dec 11 | 5003875% ₹95 Cr 35,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Mar 15 | 5325384% ₹71 Cr 70,000 Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Oct 15 | SOLARINDS3% ₹63 Cr 72,000 Kalpataru Projects International Ltd (Industrials)
Equity, Since 31 Aug 17 | KPIL3% ₹56 Cr 639,927 Greenpanel Industries Ltd Ordinary Shares (Basic Materials)
Equity, Since 31 Jul 24 | GREENPANEL3% ₹53 Cr 1,978,049 InterGlobe Aviation Ltd (Industrials)
Equity, Since 30 Sep 21 | INDIGO3% ₹51 Cr 115,000 Kajaria Ceramics Ltd (Industrials)
Equity, Since 31 Oct 16 | 5002333% ₹51 Cr 600,000 Bosch Ltd (Consumer Cyclical)
Equity, Since 30 Sep 24 | 5005302% ₹46 Cr 17,500 7. SBI Magnum COMMA Fund
CAGR/Annualized return of 12.1% since its launch. Ranked 9 in Sectoral category. Return for 2024 was 10.5% , 2023 was 32.3% and 2022 was -6.6% . SBI Magnum COMMA Fund
Growth Launch Date 8 Aug 05 NAV (31 Mar 25) ₹94.904 ↓ -0.01 (-0.02 %) Net Assets (Cr) ₹570 on 28 Feb 25 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.58 Sharpe Ratio -0.55 Information Ratio -0.47 Alpha Ratio 0.95 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 Mar 20 ₹10,000 31 Mar 21 ₹19,469 31 Mar 22 ₹25,800 31 Mar 23 ₹22,523 31 Mar 24 ₹32,368 31 Mar 25 ₹33,888 Returns for SBI Magnum COMMA Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Mar 25 Duration Returns 1 Month 9.1% 3 Month -3.4% 6 Month -14.8% 1 Year 4.7% 3 Year 9.5% 5 Year 27.6% 10 Year 15 Year Since launch 12.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 10.5% 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% Fund Manager information for SBI Magnum COMMA Fund
Name Since Tenure Dinesh Balachandran 1 Jun 24 0.75 Yr. Data below for SBI Magnum COMMA Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Basic Materials 44.71% Energy 26.02% Utility 8.84% Consumer Defensive 7.83% Consumer Cyclical 4.62% Asset Allocation
Asset Class Value Cash 7.46% Equity 92.02% Debt 0.52% Top Securities Holdings / Portfolio
Name Holding Value Quantity Tata Steel Ltd (Basic Materials)
Equity, Since 30 Apr 11 | TATASTEEL10% ₹55 Cr 3,976,000 Reliance Industries Ltd (Energy)
Equity, Since 28 Feb 07 | RELIANCE9% ₹51 Cr 424,732 UltraTech Cement Ltd (Basic Materials)
Equity, Since 30 Jun 18 | 5325386% ₹34 Cr 34,000 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 20 | 5003126% ₹32 Cr 1,400,000 CESC Ltd (Utilities)
Equity, Since 30 Sep 24 | CESC5% ₹27 Cr 2,070,000 Vedanta Ltd (Basic Materials)
Equity, Since 30 Apr 24 | 5002955% ₹27 Cr 675,000 Arvind Ltd (Consumer Cyclical)
Equity, Since 30 Apr 24 | 5001015% ₹26 Cr 760,000 CCL Products (India) Ltd (Consumer Defensive)
Equity, Since 30 Apr 20 | CCL4% ₹25 Cr 425,000 Coal India Ltd (Energy)
Equity, Since 31 Mar 22 | COALINDIA4% ₹24 Cr 650,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Sep 24 | 5328984% ₹23 Cr 930,000 8. SBI Consumption Opportunities Fund
CAGR/Annualized return of 15.5% since its launch. Ranked 11 in Sectoral category. Return for 2024 was 22.8% , 2023 was 29.9% and 2022 was 13.9% . SBI Consumption Opportunities Fund
Growth Launch Date 2 Jan 13 NAV (31 Mar 25) ₹293.04 ↓ -0.04 (-0.01 %) Net Assets (Cr) ₹2,707 on 28 Feb 25 Category Equity - Sectoral AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk High Expense Ratio 2.17 Sharpe Ratio -0.08 Information Ratio 0.08 Alpha Ratio -1.14 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 31 Mar 20 ₹10,000 31 Mar 21 ₹16,381 31 Mar 22 ₹22,142 31 Mar 23 ₹23,669 31 Mar 24 ₹31,959 31 Mar 25 ₹34,742 Returns for SBI Consumption Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Mar 25 Duration Returns 1 Month 6% 3 Month -10.3% 6 Month -17.3% 1 Year 8.7% 3 Year 16.2% 5 Year 28.3% 10 Year 15 Year Since launch 15.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 22.8% 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% Fund Manager information for SBI Consumption Opportunities Fund
Name Since Tenure Pradeep Kesavan 1 Apr 24 0.92 Yr. Ashit Desai 1 Apr 24 0.92 Yr. Data below for SBI Consumption Opportunities Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Consumer Cyclical 45.54% Consumer Defensive 29.76% Industrials 6.45% Communication Services 5.34% Basic Materials 4.24% Asset Allocation
Asset Class Value Cash 8.56% Equity 91.33% Debt 0.11% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 20 | BHARTIARTL5% ₹144 Cr 920,000 Ganesha Ecosphere Ltd (Consumer Cyclical)
Equity, Since 31 May 18 | 5141675% ₹132 Cr 1,009,565
↓ -1,433 Jubilant Foodworks Ltd (Consumer Cyclical)
Equity, Since 30 Sep 23 | JUBLFOOD5% ₹128 Cr 2,036,850
↑ 200,000 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 May 22 | HINDUNILVR4% ₹119 Cr 545,000
↑ 100,000 Berger Paints India Ltd (Basic Materials)
Equity, Since 30 Jun 24 | 5094804% ₹115 Cr 2,350,172
↑ 200,000 United Breweries Ltd (Consumer Defensive)
Equity, Since 31 May 21 | 5324784% ₹107 Cr 549,563 Britannia Industries Ltd (Consumer Defensive)
Equity, Since 30 Sep 20 | 5008254% ₹103 Cr 224,000
↑ 25,000 ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC4% ₹97 Cr 2,450,000
↑ 250,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Jan 20 | MARUTI3% ₹90 Cr 75,000 Colgate-Palmolive (India) Ltd (Consumer Defensive)
Equity, Since 31 Aug 23 | COLPAL3% ₹86 Cr 350,000 9. Mirae Asset Great Consumer Fund
CAGR/Annualized return of 16.4% since its launch. Ranked 7 in Sectoral category. Return for 2024 was 17.2% , 2023 was 32.9% and 2022 was 7.2% . Mirae Asset Great Consumer Fund
Growth Launch Date 29 Mar 11 NAV (31 Mar 25) ₹83.475 ↓ -0.01 (-0.01 %) Net Assets (Cr) ₹3,643 on 28 Feb 25 Category Equity - Sectoral AMC Mirae Asset Global Inv (India) Pvt. Ltd Rating ☆☆☆☆ Risk High Expense Ratio 1.72 Sharpe Ratio -0.19 Information Ratio -0.1 Alpha Ratio -3.19 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 Mar 20 ₹10,000 31 Mar 21 ₹15,981 31 Mar 22 ₹19,112 31 Mar 23 ₹20,350 31 Mar 24 ₹28,217 31 Mar 25 ₹29,872 Returns for Mirae Asset Great Consumer Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Mar 25 Duration Returns 1 Month 5.3% 3 Month -9.2% 6 Month -19.3% 1 Year 5.9% 3 Year 16.1% 5 Year 24.5% 10 Year 15 Year Since launch 16.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 17.2% 2023 32.9% 2022 7.2% 2021 33% 2020 11.2% 2019 8.6% 2018 1.9% 2017 51% 2016 2% 2015 3.8% Fund Manager information for Mirae Asset Great Consumer Fund
Name Since Tenure Ankit Jain 5 Oct 16 8.41 Yr. Siddhant Chhabria 21 Jun 21 3.7 Yr. Data below for Mirae Asset Great Consumer Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Consumer Cyclical 44.01% Consumer Defensive 26.93% Basic Materials 7.63% Communication Services 7.61% Industrials 6.45% Health Care 4.2% Financial Services 1.49% Asset Allocation
Asset Class Value Cash 1.66% Equity 98.34% Other 0% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Sep 19 | BHARTIARTL8% ₹277 Cr 1,766,265 ITC Ltd (Consumer Defensive)
Equity, Since 29 Feb 12 | ITC6% ₹217 Cr 5,500,000 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Mar 12 | MARUTI6% ₹203 Cr 170,000
↑ 7,000 Zomato Ltd (Consumer Cyclical)
Equity, Since 29 Feb 24 | 5433205% ₹178 Cr 8,000,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Oct 23 | M&M5% ₹175 Cr 675,648
↑ 99,000 Trent Ltd (Consumer Cyclical)
Equity, Since 31 May 23 | 5002514% ₹159 Cr 328,000
↑ 70,000 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 30 Sep 15 | HINDUNILVR4% ₹158 Cr 720,000 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 24 | VBL3% ₹119 Cr 2,725,000
↑ 1,025,000 Avenue Supermarts Ltd (Consumer Defensive)
Equity, Since 31 Mar 23 | 5403763% ₹112 Cr 330,000 InterGlobe Aviation Ltd (Industrials)
Equity, Since 31 Aug 23 | INDIGO3% ₹107 Cr 238,757 10. Nippon India Power and Infra Fund
CAGR/Annualized return of 18% since its launch. Ranked 13 in Sectoral category. Return for 2024 was 26.9% , 2023 was 58% and 2022 was 10.9% . Nippon India Power and Infra Fund
Growth Launch Date 8 May 04 NAV (31 Mar 25) ₹318.03 ↓ -0.05 (-0.01 %) Net Assets (Cr) ₹6,125 on 28 Feb 25 Category Equity - Sectoral AMC Nippon Life Asset Management Ltd. Rating ☆☆☆☆ Risk High Expense Ratio 2.05 Sharpe Ratio -0.55 Information Ratio 1.03 Alpha Ratio 1.38 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 Mar 20 ₹10,000 31 Mar 21 ₹18,563 31 Mar 22 ₹23,186 31 Mar 23 ₹26,891 31 Mar 24 ₹47,550 31 Mar 25 ₹48,861 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 Mar 25 Duration Returns 1 Month 11.9% 3 Month -8.5% 6 Month -16.4% 1 Year 2.8% 3 Year 28.2% 5 Year 37.3% 10 Year 15 Year Since launch 18% Historical performance (Yearly) on absolute basis
Year Returns 2024 26.9% 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% Fund Manager information for Nippon India Power and Infra Fund
Name Since Tenure Kinjal Desai 25 May 18 6.77 Yr. Rahul Modi 19 Aug 24 0.53 Yr. Data below for Nippon India Power and Infra Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Industrials 40.77% Utility 19.49% Energy 9.09% Basic Materials 9.08% Communication Services 8.44% Real Estate 3.99% Technology 2.14% Health Care 2.08% Consumer Cyclical 1.96% Financial Services 1.78% Asset Allocation
Asset Class Value Cash 1.18% Equity 98.82% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 18 | RELIANCE8% ₹480 Cr 4,000,000
↑ 250,000 NTPC Ltd (Utilities)
Equity, Since 31 May 09 | 5325558% ₹480 Cr 15,400,000 Larsen & Toubro Ltd (Industrials)
Equity, Since 30 Nov 07 | LT8% ₹472 Cr 1,492,001 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 18 | BHARTIARTL7% ₹408 Cr 2,600,000 UltraTech Cement Ltd (Basic Materials)
Equity, Since 31 Oct 19 | 5325384% ₹243 Cr 240,038 Tata Power Co Ltd (Utilities)
Equity, Since 30 Apr 23 | 5004004% ₹237 Cr 6,975,789
↑ 500,000 Kaynes Technology India Ltd (Industrials)
Equity, Since 30 Nov 22 | KAYNES3% ₹176 Cr 423,938 Siemens Ltd (Industrials)
Equity, Since 31 May 21 | 5005503% ₹162 Cr 350,000 CG Power & Industrial Solutions Ltd (Industrials)
Equity, Since 30 Sep 24 | 5000932% ₹151 Cr 2,632,923
↑ 80,000 Carborundum Universal Ltd (Industrials)
Equity, Since 30 Sep 23 | CARBORUNIV2% ₹150 Cr 1,800,000
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؟
Fincash.com پر لائف ٹائم کے لیے مفت انویسٹمنٹ اکاؤنٹ کھولیں۔
اپنی رجسٹریشن اور KYC کا عمل مکمل کریں۔
دستاویزات اپ لوڈ کریں (PAN، آدھار، وغیرہ)۔اور، آپ سرمایہ کاری کے لیے تیار ہیں!
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!
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۔
AMFI Registration No. 112358 | CIN: U74999MH2016PTC282153
Shepard Technologies Pvt. Ltd. (with ARN code 112358) makes no warranties or representations, express or implied, on products offered through the platform. It accepts no liability for any damages or losses, however caused, in connection with the use of, or on the reliance of its product or related services. Terms and conditions of the website are applicable.
©2025 Shepard Technologies Private Limited. All Rights Reserved
Helpful awesome