Infrastructure Fund


Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

हिंदी में: इंफ्रास्ट्रक्चर फंड

Top Performing Infrastructure Fund

Ranking Date: 30 September 2023

Fund Name BMSMONEY Infrastructure Fund Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Dsp India T.I.G.E.R. Fund

1 The Dsp India T.I.G.E.R. Fund is a Infrastructure Fund. In the Infrastructure Fund category there are 17<sup>th</sup> funds. The fund has ninth KPIs that are in top quartile. The fund has 39% of the KPIs that are in top quartile. The fund has first performance parameter that is in bottom quartile. 33.45% 35.39% -7.78% -12.35% 2.07 1.52 0.43

Kotak Infrastructure & Economic Reform Fund

2 The Kotak Infrastructure & Economic Reform Fund is a Infrastructure Fund. In the Infrastructure Fund category there are 17<sup>th</sup> funds. The fund has ninth KPIs that are in top quartile. The fund has 47% of the KPIs that are in top quartile. The fund has sixth KPIs that are in bottom quartile. The fund has 32% of the KPIs that are in bottom quartile. 26.05% 34.74% -5.56% -8.99% 1.96 1.57 0.46

Sbi Infrastructure Fund

3 The Sbi Infrastructure Fund is a Infrastructure Fund. In the Infrastructure Fund category there are 17<sup>th</sup> funds. The fund has 12<sup>th</sup> KPIs that are in top quartile. The fund has 52% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. 37.34% 33.79% -7.22% -11.93% 1.87 1.26 0.44

Icici Prudential Infrastructure Fund

4 The Icici Prudential Infrastructure Fund is a Infrastructure Fund. In the Infrastructure Fund category there are 17<sup>th</sup> funds. The fund has 11<sup>th</sup> KPIs that are in top quartile. The fund has 48% of the KPIs that are in top quartile. The fund has first performance parameter that is in bottom quartile. 32.26% 41.19% -6.68% -14.07% 2.07 1.77 0.41

Tata Infrastructure Fund

5 The Tata Infrastructure Fund is a Infrastructure Fund. In the Infrastructure Fund category there are 17<sup>th</sup> funds. The fund has fourth KPIs that are in top quartile. The fund has 17% of the KPIs that are in top quartile. The fund has third KPIs that are in bottom quartile. The fund has 13% of the KPIs that are in bottom quartile. 29.68% 33.75% -9.15% -12.06% 1.80 1.24 0.42

Canara Robeco Infrastructure

6 The Canara Robeco Infrastructure is a Infrastructure Fund. In the Infrastructure Fund category there are 17<sup>th</sup> funds. The fund has eighth KPIs that are in top quartile. The fund has 35% of the KPIs that are in top quartile. The fund has seventh KPIs that are in bottom quartile. The fund has 30% of the KPIs that are in bottom quartile. 23.56% 31.90% -9.26% -11.64% 1.80 1.34 0.41

Franklin Build India Fund

7 The Franklin Build India Fund is a Infrastructure Fund. In the Infrastructure Fund category there are 17<sup>th</sup> funds. The fund has 12<sup>th</sup> KPIs that are in top quartile. The fund has 52% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has first performance parameter that is in bottom quartile. 35.74% 35.14% -10.34% -10.53% 1.86 1.34 0.43

Hdfc Infrastructure Fund

8 The Hdfc Infrastructure Fund is a Infrastructure Fund. In the Infrastructure Fund category there are 17<sup>th</sup> funds. The fund has tenth KPIs that are in top quartile. The fund has 43% of the KPIs that are in top quartile. The fund has fifth KPIs that are in bottom quartile. The fund has 22% of the KPIs that are in bottom quartile. 40.78% 40.17% -9.60% -15.81% 1.62 1.10 0.39

Lic Mf Infrastructure Fund

9 The Lic Mf Infrastructure Fund is a Infrastructure Fund. In the Infrastructure Fund category there are 17<sup>th</sup> funds. The fund has fourth KPIs that are in top quartile. The fund has 17% of the KPIs that are in top quartile. The fund has fourth KPIs that are in bottom quartile. The fund has 17% of the KPIs that are in bottom quartile. 29.86% 29.86% -7.41% -10.07% 1.73 1.33 0.41

Bank Of India Manufacturing & Infrastructure Fund

10 The Bank Of India Manufacturing & Infrastructure Fund is a Infrastructure Fund. In the Infrastructure Fund category there are 17<sup>th</sup> funds. The fund has seventh KPIs that are in top quartile. The fund has 37% of the KPIs that are in top quartile. The fund has sixth KPIs that are in bottom quartile. The fund has 32% of the KPIs that are in bottom quartile. 34.55% 30.95% -13.32% -16.66% 1.66 0.95 0.41

Invesco India Infrastructure Fund

11 The Invesco India Infrastructure Fund is a Infrastructure Fund. In the Infrastructure Fund category there are 17<sup>th</sup> funds. The fund has fifth KPIs that are in top quartile. The fund has 22% of the KPIs that are in top quartile. The fund has second KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. 32.57% 31.84% -10.25% -12.59% 1.63 1.12 0.41

Aditya Birla Sun Life Infrastructure Fund

12 The Aditya Birla Sun Life Infrastructure Fund is a Infrastructure Fund. In the Infrastructure Fund category there are 17<sup>th</sup> funds. The fund has third KPIs that are in top quartile. The fund has 13% of the KPIs that are in top quartile. The fund has 16<sup>th</sup> KPIs that are in bottom quartile. The fund has 70% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 33.26% 32.57% -15.62% -20.42% 1.47 1.00 0.44

Idfc Infrastructure Fund

13 The Idfc Infrastructure Fund is a Infrastructure Fund. In the Infrastructure Fund category there are 17<sup>th</sup> funds. The fund has fifth KPIs that are in top quartile. The fund has 22% of the KPIs that are in top quartile. The fund has seventh KPIs that are in bottom quartile. The fund has 30% of the KPIs that are in bottom quartile. 37.06% 36.17% -14.67% -21.40% 1.67 1.11 0.44

Uti Infrastructure Fund

14 The Uti Infrastructure Fund is a Infrastructure Fund. In the Infrastructure Fund category there are 17<sup>th</sup> funds. The fund has first KPI that is in top quartile. The fund has 16<sup>th</sup> KPIs that are in bottom quartile. The fund has 70% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 22.40% 26.58% -11.55% -13.07% 1.43 0.98 0.41

Quant Infrastructure Fund

15 The Quant Infrastructure Fund is a Infrastructure Fund. In the Infrastructure Fund category there are 17<sup>th</sup> funds. The fund has eighth KPIs that are in top quartile. The fund has 35% of the KPIs that are in top quartile. The fund has seventh KPIs that are in bottom quartile. The fund has 30% of the KPIs that are in bottom quartile. 18.16% 40.32% -12.06% -19.96% 1.89 1.04 0.37

Taurus Infrastructure Fund

16 The Taurus Infrastructure Fund is a Infrastructure Fund. In the Infrastructure Fund category there are 17<sup>th</sup> funds. The fund has third KPIs that are in top quartile. The fund has 13% of the KPIs that are in top quartile. The fund has 14<sup>th</sup> KPIs that are in bottom quartile. The fund has 61% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 27.58% 26.34% -12.10% -13.49% 1.29 0.73 0.43

Sundaram Infrastructure Advantage Fund

17 The Sundaram Infrastructure Advantage Fund is a Infrastructure Fund. In the Infrastructure Fund category there are 17<sup>th</sup> funds. The fund does not have any KPI that are top quartile. The fund has 15<sup>th</sup> KPIs that are in bottom quartile. The fund has 65% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. 25.04% 28.80% -12.00% -17.04% 1.46 0.84 0.43

****NO INVESTMENT ADVICE!!!***
The ranking is based on historical performance of the fund. It does not guarantee superior future performance. All analysis presented is for information purposes only.


Returns (Regular Plan)

As On: 29 November 2023
Fund Name 1 Day 1 Week 1 Month 3 Months 6 Months 1 Year 3 Years 5 Years
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank
Aditya Birla Sun Life Infrastructure Fund
0.40
12
0.78
15
5.46
16
5.63
14
21.38
13
33.26
7
32.57
10
18.30
13
Bank Of India Manufacturing & Infrastructure Fund
0.71
4
1.43
7
9.79
2
11.82
4
27.72
4
34.55
5
30.95
13
22.93
2
Canara Robeco Infrastructure
0.44
11
0.45
17
5.68
15
5.22
15
17.36
16
23.56
15
31.90
11
19.25
10
DSP India T.I.G.E.R. Fund
0.36
14
0.69
16
7.58
9
5.06
16
25.80
6
33.45
6
35.39
5
20.85
7
Franklin Build India Fund
0.40
13
1.15
10
8.90
5
12.45
3
31.13
2
35.74
4
35.14
6
20.76
8
HDFC Infrastructure Fund
0.21
15
1.01
11
7.52
10
9.20
7
35.97
1
40.78
1
40.17
3
16.99
15
ICICI Prudential Infrastructure Fund
0.65
5
1.89
1
8.29
7
8.80
9
23.11
11
32.26
9
41.19
1
22.75
3
IDFC Infrastructure Fund
0.80
2
1.59
5
8.99
4
8.83
8
25.41
7
37.06
3
36.17
4
18.99
12
Invesco India Infrastructure Fund
0.62
7
1.37
8
8.68
6
9.39
6
24.90
9
32.57
8
31.84
12
22.21
5
Kotak Infrastructure & Economic Reform Fund
0.49
10
0.81
14
5.29
17
3.98
17
15.22
17
26.05
13
34.74
7
20.48
9
LIC Mf Infrastructure Fund
0.11
16
0.97
12
6.79
14
8.51
10
25.30
8
29.86
10
29.86
14
19.18
11
Quant Infrastructure Fund
0.00
17
1.88
2
10.64
1
12.60
2
23.74
10
18.16
17
40.32
2
28.24
1
SBI Infrastructure Fund
0.73
3
1.87
3
9.66
3
12.90
1
28.34
3
37.34
2
33.79
8
22.60
4
Sundaram Infrastructure Advantage Fund
0.55
9
0.96
13
7.35
12
7.02
12
20.74
14
25.04
14
28.80
15
17.80
14
Tata Infrastructure Fund
0.58
8
1.58
6
7.44
11
6.29
13
21.99
12
29.68
11
33.75
9
20.99
6
Taurus Infrastructure Fund
0.63
6
1.24
9
7.83
8
9.66
5
26.63
5
27.58
12
26.34
17
16.97
16
UTI Infrastructure Fund
0.87
1
1.64
4
7.18
13
8.08
11
19.17
15
22.40
16
26.58
16
16.44
17

Returns (Direct Plan)

As On: 29 November 2023
Fund Name 1 Day 1 Week 1 Month 3 Months 6 Months 1 Year 3 Years 5 Years
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank
Aditya Birla Sun Life Infrastructure Fund
0.40
12
0.78
15
5.46
16
5.63
14
21.38
13
33.26
7
32.57
10
18.30
13
Bank Of India Manufacturing & Infrastructure Fund
0.71
4
1.43
7
9.79
2
11.82
4
27.72
4
34.55
5
30.95
13
22.93
2
Canara Robeco Infrastructure
0.44
11
0.45
17
5.68
15
5.22
15
17.36
16
23.56
15
31.90
11
19.25
10
DSP India T.I.G.E.R. Fund
0.36
14
0.69
16
7.58
9
5.06
16
25.80
6
33.45
6
35.39
5
20.85
7
Franklin Build India Fund
0.40
13
1.15
10
8.90
5
12.45
3
31.13
2
35.74
4
35.14
6
20.76
8
HDFC Infrastructure Fund
0.21
15
1.01
11
7.52
10
9.20
7
35.97
1
40.78
1
40.17
3
16.99
15
ICICI Prudential Infrastructure Fund
0.65
5
1.89
1
8.29
7
8.80
9
23.11
11
32.26
9
41.19
1
22.75
3
IDFC Infrastructure Fund
0.80
2
1.59
5
8.99
4
8.83
8
25.41
7
37.06
3
36.17
4
18.99
12
Invesco India Infrastructure Fund
0.62
7
1.37
8
8.68
6
9.39
6
24.90
9
32.57
8
31.84
12
22.21
5
Kotak Infrastructure & Economic Reform Fund
0.49
10
0.81
14
5.29
17
3.98
17
15.22
17
26.05
13
34.74
7
20.48
9
LIC Mf Infrastructure Fund
0.11
16
0.97
12
6.79
14
8.51
10
25.30
8
29.86
10
29.86
14
19.18
11
Quant Infrastructure Fund
0.00
17
1.88
2
10.64
1
12.60
2
23.74
10
18.16
17
40.32
2
28.24
1
SBI Infrastructure Fund
0.73
3
1.87
3
9.66
3
12.90
1
28.34
3
37.34
2
33.79
8
22.60
4
Sundaram Infrastructure Advantage Fund
0.55
9
0.96
13
7.35
12
7.02
12
20.74
14
25.04
14
28.80
15
17.80
14
Tata Infrastructure Fund
0.58
8
1.58
6
7.44
11
6.29
13
21.99
12
29.68
11
33.75
9
20.99
6
Taurus Infrastructure Fund
0.63
6
1.24
9
7.83
8
9.66
5
26.63
5
27.58
12
26.34
17
16.97
16
UTI Infrastructure Fund
0.87
1
1.64
4
7.18
13
8.08
11
19.17
15
22.40
16
26.58
16
16.44
17
Click on + to See Details
As On: 29 November 2023
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Infrastructure Fund

3.10
2
7.34
5
18.00
2
14.40
15
17.69
15

Franklin Build India Fund

2.98
3
7.57
4
16.55
4
17.08
10
18.54
12

Boi Axa Manufacturing & Infrastructure Fund

2.60
10
6.80
8
14.66
10
16.94
12
25.68
2

Canara Robeco Infrastructure

1.54
17
5.61
15
14.03
11
18.81
6
21.75
4

Dsp India T.I.G.E.R. Fund

2.70
8
6.10
11
16.46
5
21.42
4
19.29
10

Hdfc Infrastructure Fund

3.63
1
7.96
2
19.40
1
21.70
3
10.42
17

Icici Prudential Infrastructure Fund

2.66
9
8.64
1
16.14
6
28.82
1
19.92
8

Idfc Infrastructure Fund

2.84
6
7.69
3
17.59
3
16.45
13
19.31
9

Invesco India Infrastructure Fund

2.29
11
6.81
7
13.69
12
18.53
7
23.63
3

Kotak Infrastructure & Economic Reform Fund

2.03
14
5.13
17
14.79
9
23.06
2
20.59
6

Quant Infrastructure Fund

2.10
12
6.00
12
10.37
17
17.01
11
37.19
1

Sbi Infrastructure Fund

2.86
4
7.02
6
15.52
7
18.44
8
20.44
7

Sundaram Infrastructure Advantage Fund

2.01
15
5.80
14
13.58
13
14.86
14
19.02
11

Tata Infrastructure Fund

2.04
13
6.60
9
15.24
8
20.86
5
21.39
5

Uti Infrastructure Fund

1.88
16
5.99
13
12.41
14
13.12
16
16.19
16

Taurus Infrastructure Fund

2.85
5
5.59
16
10.39
16
11.07
17
17.87
13

Lic Mf Infrastructure Fund

2.84
7
6.35
10
12.34
15
18.06
9
17.83
14
As On: 29 November 2023
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Infrastructure Fund

3.18
2
7.55
5
18.50
2
15.34
15
18.58
14

Franklin Build India Fund

3.07
3
7.83
4
17.20
4
18.27
12
19.84
11

Boi Axa Manufacturing & Infrastructure Fund

2.71
9
7.10
8
15.46
10
18.46
11
27.30
2

Canara Robeco Infrastructure

1.65
17
5.96
14
14.70
11
20.25
7
22.94
4

Dsp India T.I.G.E.R. Fund

2.79
8
6.34
12
16.94
5
22.29
4
20.06
10

Hdfc Infrastructure Fund

3.70
1
8.15
2
19.84
1
22.59
3
11.21
17

Icici Prudential Infrastructure Fund

2.70
10
8.79
1
16.47
6
29.55
1
20.59
9

Idfc Infrastructure Fund

2.94
4
8.01
3
18.35
3
17.79
13
20.68
8

Invesco India Infrastructure Fund

2.43
11
7.16
6
14.49
12
20.26
6
25.33
3

Kotak Infrastructure & Economic Reform Fund

2.15
13
5.51
17
15.60
9
24.85
2
22.12
6

Quant Infrastructure Fund

2.24
12
6.44
11
11.29
16
19.01
10
38.68
1

Sbi Infrastructure Fund

2.90
6
7.14
7
15.78
7
19.07
9
21.14
7

Sundaram Infrastructure Advantage Fund

2.06
15
5.94
15
13.92
13
15.44
14
19.59
12

Tata Infrastructure Fund

2.12
14
6.82
9
15.77
8
21.92
5
22.32
5

Uti Infrastructure Fund

1.91
16
6.08
13
12.62
15
13.54
16
16.58
16

Taurus Infrastructure Fund

2.87
7
5.76
16
10.69
17
11.49
17
18.34
15

Lic Mf Infrastructure Fund

2.92
5
6.60
10
12.93
14
19.59
8
19.16
13
As On: 30 September 2023
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Infrastructure Fund

-20.42
16
-15.62
17
-3.60
8
19.91
16
12.41
15

Bank Of India Manufacturing & Infrastructure Fund

-16.66
13
-13.32
15
-4.65
16
14.45
2
10.00
7

Canara Robeco Infrastructure

-11.64
4
-9.26
7
-3.16
5
15.13
4
9.46
4

Dsp India T.I.G.E.R. Fund

-12.35
7
-7.78
5
-3.16
6
15.68
7
9.94
6

Franklin Build India Fund

-10.53
3
-10.34
10
-4.13
13
17.18
12
10.84
12

Hdfc Infrastructure Fund

-15.81
12
-9.60
8
-3.81
9
20.88
17
13.47
17

Icici Prudential Infrastructure Fund

-14.07
11
-6.68
2
-2.69
2
17.66
14
10.70
11

Idfc Infrastructure Fund

-21.40
17
-14.67
16
-4.42
15
18.70
15
11.70
14

Invesco India Infrastructure Fund

-12.59
8
-10.25
9
-3.15
4
15.77
8
10.06
8

Kotak Infrastructure & Economic Reform Fund

-8.99
1
-5.56
1
-2.41
1
15.14
5
9.19
3

Lic Mf Infrastructure Fund

-10.07
2
-7.41
4
-3.37
7
14.70
3
9.04
1

Quant Infrastructure Fund

-19.96
15
-12.06
13
-7.70
17
17.47
13
12.48
16

Sbi Infrastructure Fund

-11.93
5
-7.22
3
-3.11
3
13.77
1
9.05
2

Sundaram Infrastructure Advantage Fund

-17.04
14
-12.00
12
-4.10
12
16.10
9
11.03
13

Tata Infrastructure Fund

-12.06
6
-9.15
6
-4.03
11
16.52
11
10.52
9

Taurus Infrastructure Fund

-13.49
10
-12.10
14
-4.32
14
15.33
6
10.60
10

Uti Infrastructure Fund

-13.07
9
-11.55
11
-3.97
10
16.12
10
9.88
5
As On: 30 September 2023
Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Infrastructure Fund

1.47
14
1.00
13
1.49
13
0.44
6.44
13 1.14 2
0.74
5
0.26
12
2.31
12
10.2854
5

Bank Of India Manufacturing & Infrastructure Fund

1.66
11
0.95
15
1.40
16
0.41

Canara Robeco Infrastructure

1.80
8
1.34
5
1.87
10
0.41
11.40
6 0.55 15
0.70
12
0.49
1
3.78
2
-8.2193
14

Dsp India T.I.G.E.R. Fund

2.07
1
1.52
3
2.34
3
0.43
20.89
1 0.94 6
0.72
9
0.35
7
2.79
7
19.5785
1

Franklin Build India Fund

1.86
6
1.34
4
2.02
5
0.43
11.55
5 0.66 12
0.79
4
0.48
2
3.85
1
-3.1070
11

Hdfc Infrastructure Fund

1.62
13
1.10
11
2.20
4
0.39
14.66
4 1.21 1
0.69
13
0.28
11
2.38
11
19.4609
2

Icici Prudential Infrastructure Fund

2.07
2
1.77
1
2.75
1
0.41
15.69
3 1.08 3
0.85
1
0.34
8
2.90
6
17.9300
3

Idfc Infrastructure Fund

1.67
10
1.11
10
1.63
12
0.44
9.91
11 0.68 11
0.70
11
0.46
5
3.55
4
-3.9563
12

Invesco India Infrastructure Fund

1.63
12
1.12
9
1.70
11
0.41
9.83
12 0.55 14
0.64
14
0.47
4
3.52
5
-9.7448
15

Kotak Infrastructure & Economic Reform Fund

1.96
3
1.57
2
2.48
2
0.46

Lic Mf Infrastructure Fund

1.73
9
1.33
6
1.95
8
0.41
10.44
10 0.84 9
0.74
7
0.30
10
2.60
10
6.1095
8

Quant Infrastructure Fund

1.89
4
1.04
12
1.91
9
0.37
16.38
2 0.92 7
0.63
15
0.36
6
2.74
9
14.2284
4

Sbi Infrastructure Fund

1.87
5
1.26
7
2.00
7
0.44
10.93
8 0.84 10
0.83
2
0.31
9
2.75
8
6.4579
7

Sundaram Infrastructure Advantage Fund

1.46
15
0.84
16
1.46
15
0.43
10.57
9 0.98 4
0.74
8
0.24
13
2.22
14
10.0783
6

Tata Infrastructure Fund

1.80
7
1.24
8
2.02
6
0.42
11.11
7 0.62 13
0.74
6
0.48
3
3.77
3
-5.5311
13

Taurus Infrastructure Fund

1.29
17
0.73
17
1.27
17
0.43
4.13
15 0.86 8
0.70
10
0.23
15
2.15
15
0.2175
10

Uti Infrastructure Fund

1.43
16
0.98
14
1.46
14
0.41
4.60
14 0.96 5
0.81
3
0.24
14
2.29
13
3.6304
9




Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

More Mutual Fund Analysis Article

Small cap mutual funds, as defined by SEBI and AMFI, primarily invest in companies ranked 251st onwards in terms of market capitalization. They offer high growth potential as they invest in smaller, growing companies that could yield high returns. Moreover, they can uncover undervalued stocks that are often under-researched. Small-cap funds also bounce back quickly from economic downturns due to their adaptability. However, they have drawbacks like high volatility, and liquidity risk, and require a longer investment horizon. Although they carry significant risk, with informed decision-making, a clear understanding of the risk-reward paradigm, and guidance from skilled fund managers, they can contribute significantly to wealth creation.
 

Large-cap mutual funds invest in large, established companies, offering investors the potential for consistent returns and lower risk due to their stability and diversification across sectors. These funds, managed by professional fund managers, also offer high liquidity and the potential for regular dividend payouts. However, drawbacks include limited growth potential, as these mature companies operate at or near their peak in saturated markets. Also, they aren't immune to economic downturns and offer less control to investors over their investments. The suitability of these funds depends on an individual's financial goals, risk tolerance, and investment horizon.

म्यूचुअल फंड में निवेश लंबी अवधि में धन बनाने के सबसे लोकप्रिय तरीकों में से एक है। हालांकि, किसी भी निवेश की तरह, म्यूचुअल फंड निवेश मे भी जोखिम हैं। निवेश निर्णय लेने के लिए इन जोखिमों को समझना और उनका आकलन करना आवश्यक है। इस लेख का उद्देश्य म्यूचुअल फंड मे प्रयोग किए जाने वाले कुछ प्रमुख जोखिम मूल्यांकन के तरीकों पे पर प्रकाश डालना है।  ये प्रमुख जोखिम मूल्यांकन के तरीके निम्नलिखित है: 

  1. स्टैन्डर्ड डीवीऐशन 
  2. सेमी डीवीऐशन
  3. वैल्यू एट रिस्क (VaR)
  4. ऐव्रिज ड्रॉ डाउन 
  5. मैक्समम ड्रॉ डाउन 

इनका डाटा अधिकांश फंड के लिए इस वेबसाईट पे उपलब्ध है.