Cov kws tshaj lij kev lag luam ntseeg tias 2021 yuav yog xyoo zoo kawg rau kev ua lag luam. Twb tau nyob rau qhov siab, Sensex xav tias yuav ncav cuag 50,000 thiab Nifty ntawm 15,000 thaum kawg ntawm lub xyoo no. Cov ntawv ntsuas yuav thov cov ntaub ntawv siab hauv 2021.
2020 yog ib lub xyoo tsis hloov pauv ntau tshaj plaws rau kev ua lag luam vim muaj kev sib kis. Kev ua lag luam pom pom tseeb xyoo ntawm bull thiab dais tab sis xaus rau kev txhawb nqa hauv lub sijhawm bull.
Ob leeg BSE Sensex thiab Nifty 50 tau ua kom rov zoo dua txawm tias lub tebchaws raug kaw. Qhov muaj zog liquidity txaus nyob rau hauv kev ua lag luam tau nce nyob rau hauv nce rau ob lub indices.
Sensex loj hlob los ntawm 14.8% thiab Nifty 50 los ntawm 14%.
Nrog rau kev lag luam vam meej, nws yog lub sijhawm zoo rau cov tub ua lag luam los nqis peev hauv cov peev nyiaj sib koom ua lag luam loj.
Dab tsi yog Mutual Funds?
Mutual funds yog cov nyiaj qhib-kawg uas tau tswj hwm kev tshaj lij. Lawv sib sau nyiaj los ntawm ntau tus tub ua lag luam ua ke los yuav cov khoom lag luam.
Loj-cap sib nrig sib pab nyiaj yog ib qho ntawm kev nyab xeeb tshaj plaws kev xaiv peev. Raws li SEBI, cov nyiaj no tau nqis peev tsawg kawg ntawm 80% ntawm nws cov cuab tam hauv kev ncaj ncees thiab cov cuab yeej muaj feem cuam tshuam ntawm cov tuam txhab loj thiab muaj npe nrov.
Lawv muaj cov khoom lag luam txhim khu kev qha, kev sib tw kom zoo dua, daim ntawv tshuav nyiaj li cas, kev nkag tau yooj yim rau tag nrho cov peev txheej thiab cov qauv kev lag luam ruaj khov.
Cov tuam txhab no feem ntau tsim cov txiaj ntsig zoo ib yam thiab txaus siab rau cov neeg siv khoom loyalty. Qhov no yog dab tsi ua rau lawv muaj peev xwm tiv thaiv kev lag luam thiab nyiaj txiag poob siab, thiab yog li, muaj kev nyab xeeb kev nqis peev.
Xav txog qhov kev pheej hmoo rov qab tsis zoo, cov khoom xa rov qab yuav tsis yog siab heev tab sis zoo ib yam. Lawv pab kom muaj kev pheej hmoo thaum lub lag luam tsis hloov pauv piv rau lawv cov phooj ywg me.
Cov nyiaj loj-cap yog tsim nyog yog tias koj tab tom nrhiav kom tau txais kev loj hlob ruaj khov ntawm cov nyiaj tau los hauv lub sijhawm ntev. Lawv yog cov nyiaj nyab xeeb tshaj plaws nyob rau hauv qeb kev ncaj ncees.
Sab saum toj 8 ua yeeb yam loj-cap sib nrig sib funds los nqis peev hauv 2021 yog -
Axis Bluechip Fund:
Nrog ib xyoo rov qab los ntawm 22.91%, lub Axis Bluechip Fund aims kom ua tau zoo tshaj qhov kev ua tau zoo ntawm cov nyiaj sib nrig.
Txawm hais tias nws los nyob rau hauv ib qho kev pheej hmoo peev, lawv lub hom phiaj kom muaj kev pheej hmoo qis dua li qhov teeb tsa. Nws tuav cov cuab tam tshwj xeeb nrog cov txiaj ntsig hauv chav kawm.
Nrog rau qhov ntawd, lawv kuj tuav lub peev xwm los yeej kev nce nqi thiab tsim cov nyiaj tau los ntev. Ua ib qho ntawm cov peev txheej saum toj kawg nkaus los nqis peev hauv, nws yog qhov kev xaiv zoo rau cov tub ua lag luam kom ua tiav lawv cov hom phiaj nyiaj txiag rau xyoo 2021.
Qhov tsawg kawg nkaus txoj kev npaj peev txheej (SIP) rau Axis Bluechip yog Rs. 500. Nws muaj qis tus nqi piv ntawm 0.51%, qhia tias cov cuab tam tsawg dua yog siv rau kev tswj hwm thiab kev siv nyiaj txiag.
Hauv qab no yog daim ntawv qhia kev loj hlob ntawm Axis Bluechip Fund los ntawm moneycontrol.com.
Kotak Bluechip Fund:
Nrog kev xa rov qab txhua xyoo ntawm 25.28% thiab tus nqi sib piv ntawm 0.96%, Kotak Bluechip Fund suav hais tias yog kev nqis peev uas muaj kev nyab xeeb uas tuaj yeem tiv taus kev lag luam poob qis. Lawv cov 3 xyoo thiab 5-xyoo rov qab los yog siab dua li qeb nruab nrab rov qab los, ua rau nws muaj kev xaiv peev zoo.
Cov nyiaj no muaj tsawg kawg SIP ntawm Rs. 100. Txhawm rau ua kom yooj yim thiab nkag siab ntau dua, xav txog qhov rov qab los ntawm 25.28%, Rs. 100 nqis peev txhua hli xyoo tas los yuav tau txais txiaj ntsig Rs. 1,333 hnub no.
98% ntawm Kotak Bluechip kev tuav pov hwm yog nyob rau hauv cov cuab tam, thiab qhov seem ntawm cov nyiaj ntsuab - HDFC Bank Ltd., Infosys, thiab Reliance yog cov 3 tuav saum toj kawg nkaus.
Hauv qab no yog daim ntawv loj hlob ntawm Kotak Bluechip Fund los ntawm npib los ntawm Zerodha.
SBI Bluechip Nyiaj Txiag:
Yielding ib xyoos rov qab ntawm 27.52%, lub SBI Bluechip nyiaj muaj ib qho nyiaj loj ntawm Rs. 25,925 Ib.
Nws yog ib qho ntawm cov nyiaj hnub qub nyob rau hauv qhov loj-cap kev sib nrig sib pab pawg, muab zoo heev rau lub sij hawm ntev peev thiab rov qab los.
Tus nqi piv rau SBI Bluechip Fund yog 1.03%, thiab qhov tsawg kawg nkaus SIP yog Rs. 500. Cov nyiaj muaj 99.6% ntawm nws tuav hauv kev ncaj ncees, nrog HDFC Bank Ltd., ICICI, thiab Infosys yog cov saum toj kawg nkaus.
Hauv qab no yog daim ntawv qhia kev loj hlob ntawm SBI Bluechip Fund los ntawm Npib los ntawm Zerodha.
ICICI Prudential Bluechip Fund:
ICICI Prudential Bluechip Nyiaj yog ib tug ntawm cov ua yeeb yam zoo ib yam nyob rau hauv lub loj-cap mutual fund qeb. Nrog ib qho nyiaj loj loj ntawm Rs. 26, 541 Cr., txhua xyoo rov qab los ntawm tib yam yog 24.36%.
Cov nyiaj tau tswj hwm kom yeej tus qauv ntsuas hauv lub sijhawm ntev. Nws tau muab 21% tawm tsam 16% ntawm tus qauv hauv 5 xyoos. Thiab tseem tau muab 18% tawm tsam 11% ntawm qhov ntawd hauv 10 xyoo.
Tus nqi piv txwv tsis yog siab dhau, sawv ntawm 1.22%. Txawm li cas los xij, lawv qhov kev lag luam tawg suav nrog 1.1% nuj nqis, 3.5% nyiaj ntsuab, thiab 95.4% kev ncaj ncees. Cov tuav sab saum toj yog HDFC Bank Ltd., Infosys, thiab ICICI Bank Ltd.
Qhov tsawg kawg nkaus SIP tus nqi yog Rs. 100, nrog tus thawj tswj hwm nyiaj txiag tom qab muaj txiaj ntsig zoo.
Xav txog cov saum toj no, nws yog ib qho kev xaiv peev zoo tshaj plaws rau xyoo 2021.
Hauv qab no yog daim ntawv loj hlob ntawm ICICI Prudential Bluechip Fund los ntawm Npib los ntawm Zerodha.
Canara Robeco Bluechip Fund:
Nrog rau txhua xyoo rov qab los ntawm 30.17%, nws yog ib qho kev pheej hmoo nruab nrab, kev xaiv peev mus ntev.
Raws li lawv cov 1 xyoo, 3 xyoo, thiab 5-xyoo rov qab yog siab dua li qeb nruab nrab rov qab los; nws muaj peev xwm nce siab yav tom ntej.
Canara Robeco Bluechip Fund tau ua tau zoo dua li qhov ntsuas ntsuas thiab yog qhov kev nqis peev zoo tshaj plaws rau 3+ xyoo lub sijhawm, kom pom kev loj hlob zoo dua.
Lawv muaj tus nqi qis ntawm 0.66% thiab qhov tseeb yog cov peev txheej tshiab. Qhov tsawg kawg nkaus SIP tus nqi rau cov nyiaj sib koom no yog Rs. 1,000, nrog 95.3% ntawm lawv cov kev soj ntsuam tuav rau kev ncaj ncees.
Lawv cov 4 lub koom haum yog HDFB Bank, Infosys, ICICI Bank, thiab Reliance Industries.
Hauv qab no yog daim ntawv loj hlob ntawm Canara Robeco Bluechip Fund los ntawm Npib los ntawm Zerodha.
Mirae Asset Loj Cap Fund:
Nrog 24.80% rov qab ib xyoos, Mirae Cov Khoom Muaj Peev Nyiaj Loj Loj yog ib qho ntawm cov phiaj xwm kev sib koom ua ke saum toj kawg nkaus hauv Is Nrias teb.
Lawv yog cov tsis tshua muaj kev ua tau zoo thiab tau tswj kom xa cov kev pheej hmoo zoo-kho rov qab rau xyoo. Lawv tau ua tau zoo dua li lwm tus thaum piv rau cov qauv ntsuas ntawm pawg loj-cap.
Nyob rau lub sijhawm dhau los 1-xyoo, 3-xyoo thiab 5-xyoo lub sijhawm, lub tswv yim tau tswj kom muab 11.8%, 8.5% thiab 13.4% rov qab los, raws li.
Lawv tus nqi piv kuj tseem tsawg li 0.55%, tsim 12.3%, 7.3% thiab 10.4%, feem, hauv 1, 3, thiab 5 xyoo.
Hauv qab no yog daim ntawv loj hlob ntawm Mirae Asset Loj Cap Fund los ntawm moneycontrol.com.
BNP Paribas Loj Cap Fund:
Nrog kev xa rov qab txhua xyoo ntawm 23.94%, BNP Paribas Loj Cap Fund muaj qhov ua tau zoo tshaj qhov nruab nrab xav txog kev rov qab los, kev pheej hmoo, thiab sib xws.
Lawv muaj tus nqi sib piv ntawm 1.03% thiab tsawg kawg SIP tus nqi ntawm Rs. 300. Qee qhov ntawm BNP Paribas 'stop tuav yog HDFC Bank, ICICI Bank, Infosys, Reliance Industries, Kotak Mahindra Bank, Bharti Airtel, TCS thiab Hindustan Unilever.
Yog tias koj yog ib tus neeg ua lag luam tab tom nrhiav kom tau txais txiaj ntsig zoo los ntawm kev nqis peev koj cov nyiaj rau 3-4 xyoo yam tsawg kawg nkaus, qhov no yog qhov kev xaiv tsim nyog rau koj.
Qhov kev sib koom ua lag luam loj no qhov nruab nrab rov qab tau pom ntawm 22.94% tiv thaiv qeb nruab nrab ntawm 21.95% - ua rau kev nqis peev yog qhov kev xaiv zoo.
Hauv qab no yog daim ntawv loj hlob ntawm BNP Paribas Loj Cap Fund los ntawm Npib los ntawm Zerodha.
Edelweiss Loj Cap Fund:
Nrog rau kev nqis peev zoo ntawm kev xaiv cov nqi tsim nyog nrog cov nyiaj rov qab siab dua, Edelweiss Loj Cap Nyiaj muab cov nyiaj rov qab txhua xyoo ntawm 24.98%.
Lawv qhov tsawg kawg nkaus SIP tus nqi yog tus nqi ntawm Rs. 500 nrog tus nqi sib piv ntawm 1.05%.
Lawv cov kev tuav pov hwm sab saum toj suav nrog cov tuam txhab muaj npe xws li HDFC Bank, Bharti Airtel, Reliance Industries, ICICI Bank, Infosys, SBI, Axis Bank, thiab cov tuam txhab uas tuaj nyob rau saum 100 cov tuam txhab teev npe hauv Is Nrias teb los ntawm kev lag luam peev.
Koj yuav tsum tau nqis peev hauv qhov kev sib koom ua ke no yog tias koj tab tom saib kev tsim muaj nyiaj txiag ntau dua 5 xyoos thiab siab dua.
Lawv cov kev tshawb fawb txog kev lag luam qhia tau hais tias feem ntau ntawm lawv cov kev tuav pov hwm yog cov tuam txhab kev pabcuam nyiaj txiag, IT tuam txhab, Pharma kev lag luam, thiab cov khoom siv. Tag nrho cov kev lag luam no yog cov zoo booming sawv daws yuav, ua rau kev sib nrig sib nyiaj xaiv zoo heev los nqis peev rau hauv.
Hauv qab no yog daim ntawv loj hlob ntawm Edelweiss Loj Cap Fund los ntawm Npib los ntawm Zerodha.
EndNote:
Cov nyiaj tau hais los saum toj no yog qhov kev xaiv zoo tshaj yog tias koj tab tom nrhiav kev nqis peev hauv kev sib koom ua lag luam hauv xyoo 2021.
Txawm li cas los xij, nws yuav yog qhov zoo tshaj yog tias koj nco ntsoov tias koj tsis tuaj yeem xaiv cov peev nyiaj loj los ntawm kev saib lub sijhawm luv luv ntawm kev ua lag luam, tsis quav ntsej koj cov cuab yeej cuab tam, relaying qhov muag tsis pom ntawm lub hnub qub kev ntaus nqi, nyob ntawm tsuas yog cov ntaub ntawv dhau los ntawm MF, tsis saib xyuas qhov zoo ntawm cov nyiaj sib koom tes thiab tso siab rau cov lus qhia los ntawm tsev neeg thiab cov phooj ywg.
Xyuas kom tseeb tias koj txiav txim siab koj tus kheej tom qab ua qhov kev tshawb fawb dav dav txog cov nyiaj sib koom ua ke uas koj xav tau nqis peev hauv.
Txawm hais tias cov nyiaj sib koom tau suav tias yog qhov kev xaiv nyab xeeb, lawv tsis hloov pauv thiab tuaj yeem pheej hmoo, ib yam nkaus.
Ua ib qho kev xaiv tsuas yog thaum koj paub tseeb ib puas feem pua ntawm MF koj xav nqis peev hauv, tom qab txiav txim siab tag nrho qualitative thiab quantitative yam ntawm tib yam.
Sau ntawv cia Ncua